Upland

MARCH 19, 2021

Increased account penetration boosts revenue. Even as account planning, cross-selling and upselling are buzzwords in professional services and other B2B industries, there is often not a great handle on how much opportunity exists in current accounts, or how the company is performing on delivering against that upside.

Account Planning 195

Account Planning B2B Sales Sales Environment 195

Strategic Account Management Association

OCTOBER 26, 2021

In our organization’s work, we see much confusion and lack of clarity on executive sponsorship, even when it is in place. Clarifying the executive sponsor role, behaviors (internally and externally) and expectations is critical if we wish to leverage the role as an accelerator and create executive accountability within the account team.

Account Management 520

Account Management Co-Creation Leadership Procurement 520

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.

Account Planning 40

Account Planning Suppliers Profitability Decision-making 40

ProlifIQ

OCTOBER 4, 2023

This strategy forms the foundation of your approach to managing and developing relationships with your most important accounts. Customer Segmentation One of the first steps in crafting your account strategy is customer segmentation. It lays out a detailed plan for each key account.

Account Management 52

Account Management Management Account Planning Key Account Management 52

ProlifIQ

JUNE 21, 2023

By focusing on these key accounts, businesses can get more return on investment and establish long-term partnerships. A successful strategic account management strategy begins with a deep understanding of the role strategic accounts play in an organization’s success.

Account Management 52

Account Management Management Account Planning Stakeholders 52

Cosawi

JANUARY 29, 2024

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. These sponsors not only provide buy-in but also actively participate in the ABM strategy.

Value Proposition 52

Value Proposition Co-Creation Marketing Account marketing 52

DemandFarm

APRIL 18, 2023

A connected apps ecosystem in key account management involves the integration of your digital key account planning tool with other tools in your sales tech and marketing tech stack. Over time, the sales tech and marketing tech landscape for most B2B organizations becomes crowded. How do you keep track of all of this data?

Account Management 52

Account Management Digitalization Management Account Planning 52

ProlifIQ

NOVEMBER 9, 2022

According to Forrester, “While product and company messaging can be generic, your account strategy and go-to-market plans should be highly account-specific.” As a seller, this means you must also be consultative and understand not just your own product, but also the competitive landscape within each target account.

Leadership 52

Leadership Account Planning Sales Leadership Stakeholders 52

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.

Key Account Management 52

Key Account Management Account Management Management Prioritization 52

Miller Heiman Group

JANUARY 31, 2019

Being buyer-centric with existing accounts requires excellent account planning. Account planning goes beyond simply renewing existing products or a list of future products to present to the buyer. A real account plan is a living document that defines the goals of the relationship with a focus on actual value.

Account Planning 83

Account Planning Decision-making Account Strategy Prioritization 83

Revegy

AUGUST 12, 2020

Account Intelligence is the Core of Customer Centricity. It is an ongoing effort that should be an integrated part of your client development and account planning strategy. Account planning is more than just a strategic exercise. Empower the entire organization to drive client success through transparency.

Account Planning 69

Account Planning Account Management Stakeholders Client Development 69

Hubspot Sales

MARCH 18, 2019

As professional services firm BTS points out , key account programs often lead to increased costs and lower margins. But if you use the right key account strategy, you'll reap greater sales volume and long-lasting strategic relationships. The Benefits of Key Account Management. How to Identify Key Accounts.

Key Account Management 120

Key Account Management Account Management Management Account Strategy 120

Arpedio

JANUARY 4, 2024

In the competitive world of B2B sales, harnessing the power of an effective account mapping strategy is key to sales optimization and revenue growth. As businesses vie for market dominance, an articulate account strategy empowers organizations to deepen customer relationships and scale their operations effectively.

B2B 52

B2B Sales Decision-making CRM 52

Account Manager Tips

OCTOBER 11, 2021

Do this instead: Plan your week around your priorities. Has no plan Which clients need an account plan? Account plans are help you define your key account strategy. Commit to targets Plan activities Coordinate resources Manage risk Get results. Bad key account managers don't prepare.

Account Management 246

Account Management Key Account Management Management Suppliers 246

Arpedio

MARCH 26, 2024

Before diving into the intricacies of pre-sales strategy, it’s essential to grasp its definition, significance, key components, objectives, and how it differs from sales and post-sales strategies. By understanding customer pain points and objectives, organizations can tailor their offerings to deliver maximum value and relevance.

Value Proposition 52

Value Proposition Prioritization Sales Organization 52

Cosawi

FEBRUARY 27, 2023

Today, as advisors in the strategic account management space, we are surprised and disheartened to see that marketing is often not only missing at the strategic account team table but also working from an inside-out products focus, rather than an outside-in customer focus. awareness marketing”) packaged as account-based marketing.

Marketing 52

Marketing Suppliers Investors Account Planning 52

SBI

FEBRUARY 25, 2018

Outside In’s DealSheet gives you a platform for organizing and scoring each opportunity against specific sales processes and steps. Its Account Plan helps account managers to build, follow, and measure a key account strategy. Visit Outside In Sales.

Account Planning 26

Account Planning Account Strategy Account Management Organization 26

DemandFarm

MAY 12, 2023

Competitive advantage: Effective GAM strategies allow businesses to anticipate customer needs, stay ahead of market trends, and differentiate themselves from competitors. Streamlined operations: GAM encourages cross-functional collaboration, ensuring that various teams within the organization are working towards common goals.

Global Accounts 52

Global Accounts Account Management Management Logistics 52

SmartKarrot

MAY 30, 2023

Role: Customer Success Executive Location: London, England, United Kingdom (On-site) Organization: Space32 As a Customer Success Executive, you’ll be a crucial member of our commercial team, whose primary goals are to qualify leads and convert inquiries from businesses searching for full- or part-time office space.

Customer Success 19

Customer Success Emotional Intelligence Stakeholders Negotiation 19

SBI

OCTOBER 22, 2019

NANCY: WHAT ARE THE TOP AREAS OF FOCUS IN THE NEXT 12-24 MONTHS FOR ORGANIZATIONS THAT WANT TO TRANSFORM THEIR SALES ORGANIZATIONS? MARK: When companies think about transforming their sales organizations, they need to first understand what outcomes they are seeking, where do they need to improve or accelerate.

Account Planning 23

Account Planning Key Account Management Account Management Sales 23

Arpedio

JANUARY 11, 2023

In order to succeed in today’s B2B industry, you need to align your sales strategies to sales and buyer expectations for personalization. And this is where account management comes in. In fact, it’s particularly important for B2B organizations, as a lot of their success rests on the quality of their account management.

Account Management 52

Account Management Management Key Account Management B2B 52

SmartKarrot

APRIL 7, 2023

Operational account planning, including capacity planning and account segmentation. The staff should be coached, mentored, and guided in building consultative and problem-solving account skills. Do buyer research to find important account growth prospects. Assemble and keep a top-performing team.

Customer Success 19

Customer Success Value Proposition Account Growth Acquisition 19

SmartKarrot

APRIL 7, 2023

Operational account planning, including capacity planning and account segmentation. The staff should be coached, mentored, and guided in building consultative and problem-solving account skills. Do buyer research to find important account growth prospects. Assemble and keep a top-performing team.

Customer Success 19

Customer Success Value Proposition Account Growth Acquisition 19

Revegy

MAY 24, 2023

What is Strategic Account Management and Why It Matters Strategic Account Management (SAM) manages and grows relationships with an organization’s most critical and high-value customers.

Account Growth 52

Account Growth Account Management Management Organization 52

SmartKarrot

MARCH 30, 2023

Role: Senior Customer Success Manager Location: United States (Remote) Organization: Talentify.io As a Senior Customer Success Manager you’ll be focusing on a certain set of accounts and fostering and sustaining relationships with important stakeholders. Co-create new features with our internal teams.

Customer Success 19

Customer Success Advertising eCommerce Stakeholders 19

SmartKarrot

OCTOBER 25, 2021

Role: Director of Customer Success Location: Remote, United States Organization: SheerID As a Director of Customer Success, you will assess Customer Segmentation and make recommendations to ensure our customers’ success as well as the scalability of the customer success program at SheerID.

Customer Success 19

Customer Success Onboarding Account Planning Customer Experience 19

SmartKarrot

NOVEMBER 17, 2022

Role: Head of Customer Success Location: Remote, United States Organization: Voxie As a Head of Customer Success, you will mentor and inspire a team of high-performing Customer Success Managers. – Create strategic plans to improve the health of these customers. Measure, track, analyze and report key account metrics.

Customer Success 19

Customer Success Account Growth Customer Experience Account Planning 19

SmartKarrot

JANUARY 21, 2022

Role: Director of Customer Success Location: Remote, United States Organization: Twingate As a Director of Customer Success, you will hire a team of talented customer success managers and leaders. Identify and nurture opportunities to expand the commercial activities within an account.

Customer Success 19

Customer Success Value Proposition Leadership Account Planning 19

SmartKarrot

MARCH 30, 2023

Role: Senior Customer Success Manager Location: United States (Remote) Organization: Talentify.io As a Senior Customer Success Manager you’ll be focusing on a certain set of accounts and fostering and sustaining relationships with important stakeholders. Co-create new features with our internal teams.

Customer Success 15

Customer Success Advertising eCommerce Stakeholders 15

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.

Decision-making 111

Decision-making Management Acquisition Value Proposition 111

Cosawi

DECEMBER 28, 2021

The idea of executive engagement implies an accountable and engaged member of the account team, rather than a distant back- room player. In our organization’s work, we see much confusion and lack of clarity on executive sponsorship, even when it is in place. Contribute to, and have accountability for, the account plan.

Leadership 52

Leadership Co-Creation Account Management Decision-making 52

SmartKarrot

DECEMBER 11, 2020

Role: Vice President of Customer Success Location: Remote, Chicago, IL, US Organization: Storm2 As a Vice President of Customer Success, you will hire, coach, and lead their customer success organization. Lead the organization to consistently meet and exceed its efficiency metrics and net promoter score results.

Customer Success 10

Customer Success Finance Innovation Facilitation 10

SBI

APRIL 4, 2018

In this series, we ask Sales Tech Executives to describe how their solution can change a sales organization in a significant way. Nancy: What are the top 3 ways your solution changes the game for a sales organization? Salespeople can be over 50% more productive when building and refreshing account plans.

B2B 20

B2B Sales Decision-making Account Planning 20

SmartKarrot

APRIL 13, 2023

David Ventura David Ventura is a key account management specialist, consultant, speaker, and author. Currently, he is a KAM consultant and director of KAMGuru where he works with organizations to improve their client relationships.

Account Management 11

Account Management Key Account Management Management B2B 11

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.

Account Strategy 33

Account Strategy Sales Finance Communication 33

SmartKarrot

JANUARY 19, 2022

Role: Director of Customer Success Location: Nashville Metropolitan Area, US (Hybrid) Organization: LNCsearch As a Director of Customer Success, you will manage the workflow of the call center and ensure compliance with established benchmarks and standards. Drive customer adoption of the platform. Identify and mitigate churn risk proactively.

Customer Success 3

Customer Success Onboarding Performance Review Account Planning 3

Revegy

OCTOBER 16, 2018

An effective KAM platform needs to have each user seeing and feeling the value of the technology on their key account growth. CRM platforms are stuck looking back, not forward to Key Account Strategy and Growth. Turns account planning into a collaborative exercise directly involving the client.

Key Account Management 40

Key Account Management Account Management CRM Management 40