ProlifIQ

APRIL 3, 2023

Account Planning Tools For B2B Sales Teams Is your sales team building plans in slide decks, or spreadsheets, or storing key information about your stakeholders and accounts that isn’t easy to find? Do accounts churn when 1-2 main supporters move on? One key account planning tool is multi-threading.

Account Planning 52

Account Planning Stakeholders CRM Decision-making 52

ProlifIQ

FEBRUARY 23, 2024

The State of Account Planning in 2024 2023 was a challenging year for go-to-market teams. With economic uncertainty, slowing growth, and more scrutiny on every purchase, many teams struggled to close deals and retain accounts. Win rates and customer retention are top metrics, but CRM adoption ranked high with SMBs.

Account Planning 52

Account Planning CRM Energy and Utilities Account Management 52

Upland

APRIL 20, 2023

Sellers can take these lessons and use them to land new, key accounts, but also grow revenue in all accounts. Through a combination of best practices, relationship mapping, and account planning, sellers and account managers can retain their status as trusted advisors, and keep the howling, lone wolves at bay.

Account Management 195

Account Management Management Account Planning Decision-making 195

Arpedio

NOVEMBER 27, 2023

Sales tech mastery: Learn how the implementation of technologies like CRM systems and account-based selling platforms can revolutionize your sales operations. Book demo #1 Account-Based Selling Platform Powerful alone. Relationship Mapping & Org Chart Manage internal and external relationships with key stakeholders.

Acquisition 52

Acquisition Facilitation Account Planning Stakeholders 52

DemandFarm

APRIL 13, 2023

Key Account Management Glossary: 65 Crucial Account Management Terms Explained Account Hierarchy: Account Hierarchy is the structure and organization of key accounts within a company visualized in a hierarchical system of decision-makers and stakeholders.

Key Account Management 52

Key Account Management Account Management Management Value Proposition 52

SBI

JULY 1, 2020

Organizations that understand the true value of account planning, identify untapped revenue potential while delivering strategic customer value. To uncover hidden revenue in your key accounts, focus on these 5 strategies that great companies get right. Collaborate Beyond Sales.

Account Planning 72

Account Planning Decision-making Stakeholders Leadership 72

Hubspot Sales

MAY 19, 2020

Here, it’d make sense to pick target accounts that have multiple buying units or subsidiaries. Logo acquisition : Buyers - particularly upmarket/enterprise buyers - crave social proof. The goal of this campaign is to close deals with target accounts whose logos and testimonials would add legitimacy and social proof to your brand.

Decision-making 116

Decision-making Management Acquisition Value Proposition 116