Account Planning Account Strategy Blog CRM 
Revegy
JULY 17, 2018
Are your account plans helping your teams meet their quotas or are they missing the mark? Without comprehensive, well thought out account plans, companies are missing out on major revenue opportunities and risk losing some of their largest clients. 1) Figure Out Who Matters with Relationship Maps.
PandaDoc
APRIL 21, 2023
Accurate identification will help you avoid rashly categorizing tail accounts as having strategic value. While it may seem like it from an altruistic perspective, treating all accounts fairly isn’t actually a viable key account strategy and doesn’t guarantee a successful relationship with your top portfolios.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Hubspot Sales
MAY 19, 2020
They’d be wise to identify and target these brand-name companies with a bespoke account strategy. With this strategy, buyers can make decisions even faster because they are able to be educated by sales teams as well as branded content. Mark the companies associated with the largest active deals as target accounts.
SBI
MAY 8, 2012
It is vital not only to identify account goals at the beginning of the year, but to re-evaluate these goals periodically (spring is a good time!). How can you alter, or refocus your sales plan accordingly to optimize your efforts? Plan2Win software helps salespeople like you develop territory and account strategies.
Brooks Group
DECEMBER 27, 2022
Reps could be making prospecting calls, sales calls, performing account reviews, calling to upsell/cross-sell, or simply reaching out because the contact appeared on a “Not Contacted” report within the CRM. . Do more with your CRM. Once you have a clear selling system in place, put those benchmarks as stages in your CRM.
Expert insights. Personalized for you.
40 
Let's personalize your content