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Salesforce Account Planning: Turn Data Into Relationships 

Upland

Sold on account planning but don’t know where to start? For many, account planning in Salesforce is a logical next step. Crafting structured account plans complete with vital data from Salesforce makes it easier for sellers to get the full benefit of account planning methodologies and build better relationships.

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Strategic Account Plan Guide for Sales Success

Arpedio

In the dynamic terrain of sales, forging a path to success is an intricate dance of strategy, customer insight, and relentless pursuit of growth. Central to this quest is the art of strategic account planning , a methodical approach that marries sales strategy with customer relationship management to foster business growth.

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Account Planning: Manage Long-Term Account Development

Arpedio

Account Planning: Manage Long-Term Account Development. Account Planning: Manage Long-Term Account Development. ? What Is Account Planning? Strategic Account Planning. What Should a Key Account Plan Include? How to Do Account Planning? Back to blog.

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Account Planning: Solve Your Customer’s Real Problem

Luminas Strategy

For five years they had ridden the wave of market growth – and now they were being tasked with outpacing it. Like many mature organizations, most of their revenue came from a small base of strategic accounts they thought were highly penetrated. So, I posed the question: “How are we going to outrun market growth next year?”

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Buying Groups – How to Navigate Complex Buyer Structures

Upland

Consistently planning for what could go right or wrong within an account matters more than ever. Churn With over 500,000 jobs added recently added to US, the job market does not look like it will be slowing down anytime soon. Account Planning Lastly, account planning is a must for effectively navigating buying groups.

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The Power of Account-Based Marketing: A Thales Case Study

Cosawi

In the work we do, we find fascinating to see that Marketing as a function is often missing at the strategic account table. In our more traditional groups, marketing, and sales work in locked steps but it seems that the shift to strategic account management is often missing marketing when time comes to establish its roadmap.

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Whitespace – the missing sales metric that can mean success or failure

Upland

It’s often a big blind spot for companies of all sizes — middle market up to the Fortune 500. Increased account penetration boosts revenue. In Altify’s 2019 revenue optimization benchmark, only 46% of companies reported being effective at maximizing opportunity in existing accounts. What’s often missing?