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. As companies mature, digital channels for researching account planning tools also diversify.

Account Planning 52

Account Planning CRM Energy and Utilities Account Management 52

Revegy

NOVEMBER 8, 2018

Your strategic account planning process is integral to optimizing revenue in your largest accounts. What is Strategic Account Planning? Before we dive into account planning best practices, let’s all get on the same page about account planning. Planning methodology.

Account Planning 56

Account Planning Global Accounts Acquisition Account Development 56

ProlifIQ

JUNE 21, 2023

The ROI of Account Planning In the highly competitive landscape of B2B sales, sales leaders are constantly seeking strategies that can boost revenue and foster long-term customer relationships. One such strategy that has proven to deliver impressive returns is account planning. What is an Account Plan?

Account Planning 52

Account Planning Value Proposition Account Management Stakeholders 52

Brooks Group

JANUARY 9, 2025

Understanding the difference between landing new business and managing existing accounts is critical for your sales organizations success. On the surface, sales and account management have similar goals: Build strong relationships with customers and increase profitable revenue.

Account Management 87

Account Management Management Sales Account Growth 87

Hubspot Sales

SEPTEMBER 26, 2018

Beyond renewals, existing accounts present a great deal of new revenue and partnership opportunities for sales pros who understand their continued role as account manager. In this space, account managers identify and create opportunities by positioning solutions aligned with customer goals, challenges, and initiatives.

Account Management 93

Account Management Management Stakeholders Profitability 93

KAM With Passion

JUNE 20, 2021

This article focuses on individual competencies, especially those of the Key Account Managers. It provides you with a precise description of the skills and competencies required from a true Key Account Manager (not a plain entreprise customers sales rep). Defining Skills & Competencies.

Key Account Management 130

Key Account Management Account Management Co-Creation Account Planning 130

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 119

Decision-making Management Acquisition Value Proposition 119

Account Management Skills

AUGUST 24, 2021

In this episode, I talk to Alex Raymond from Kapta about everything to do with account management processes. Not project management systems, not CRM systems, but having a dedicated system to guide the agency account management team, when it comes to managing and delve developing existing client relationships.

Account Management 98

Account Management Management Account Planning Co-Creation 98

Hubspot Sales

AUGUST 25, 2018

Culture and management expectations are high. Wayshak's study also showed company culture and management effectiveness matter a lot to salespeople. The average rep tenure sits at 18 months and the average time a rep spends as an SDR prior to an account executive promotion is between 13-18 months. Manage rep performance.

Sales 111

Sales Acquisition Account Planning Sales Management 111

Mike Kunkle

MAY 11, 2022

How to plan and organize effectively. Includes territory planning, account planning, sales call planning, leading sales meetings, task management, using CRM, sales enablement tools, other technology tools and performance support, action planning, calendaring, project management, change management, and personal productivity practices.

Co-Creation 130

Co-Creation Sales Sales Training Decision-making 130

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. Manage Relationships More Strategically.

Account Planning 72

Account Planning Decision-making Stakeholders Leadership 72

DemandFarm

APRIL 13, 2023

KAM Glossary (with 65 Definitions) To help strategic account managers / key account managers /sales professionals enhance their understanding of Key Account Management (KAM) , this glossary provides clear and concise definitions and explanations of essential terms, definitions, and concepts related to key account management.

Key Account Management 52

Key Account Management Account Management Management Value Proposition 52

SBI

JULY 25, 2019

Bigtincan Expands Tech Market Presence with Acquisition of Veelo Inc. Bigtincan , the leader in mobile, AI-powered sales enablement automation, today announced the acquisition of Veelo Inc., –(BUSINESS WIRE)- Bigtincan , the leader in mobile, AI-powered sales enablement automation, today announced the acquisition of Veelo Inc.,

Acquisition 31

Acquisition Co-Creation Marketing Account Planning 31

Janek Performance Group: Account Planning

MAY 16, 2022

If that plan includes increasing revenue from your best clients, you will need a strategic account management plan. As companies grow, and their account base expands, different clients represent different potential future values for the organization. Strategic Account Managers Are Not Sales Reps.

Account Management 52

Account Management Management Acquisition Strategic Thinking 52

Janek Performance Group: Account Planning

APRIL 26, 2022

As a sales leader, have you ever calculated the cost of poor account management? For example, let’s suppose your superstar salesperson closes a big account. But this account is local in your hometown. The account stayed active for one year and then left for a competitor’s service. Here’s how.

Account Management 52

Account Management Management Acquisition Decision-making 52

SBI

SEPTEMBER 5, 2019

Bigtincan Takes Aim at Revenue Enablement with AsdeqLabs Acquisition. The acquisition of AsdeqLabs expands Bigtincan’s capabilities in sales enablement as well as the growing field of revenue enablement across the enterprise. It’s an honor to have this vision shared through the wider industry via this acquisition.”.

Acquisition 27

Acquisition Account Planning B2C Banking 27

Arpedio

JANUARY 5, 2024

At the heart of every thriving enterprise lies a keen focus on business relationship optimization , a task achieved through strategic roles that many might find overlapping—Account Management and Customer Success.

Account Management 52

Account Management Customer Success Management Energy and Utilities 52

Arpedio

NOVEMBER 27, 2023

Our report highlights how technology is not just a tool but a transformative force, from laying a strong foundation in the acquisition phase to ensuring continued growth and adaptability in the exit phase. Book demo #1 Account-Based Selling Platform Powerful alone. Account Management Build powerful account plans in Salesforce.

Acquisition 52

Acquisition Facilitation Account Planning Stakeholders 52

SalesGlobe

APRIL 4, 2022

The flat quota approach works best for new business development teams where reps don’t have an existing base of business to manage. This method is best suited for markets where specific account-level data is not available or reliable. Account Potential. Account Planning. Historical.

Account Planning 52

Account Planning Sales Account Management Innovation 52

Janek Performance Group: Account Planning

AUGUST 4, 2021

We continue our journey through strategic account management by examining the best practices in coaching strategic account managers. The single most important skill set to have as a strategic account manager is communication. Coach to communication skills. A subset of this is having analytical skills.

Account Management 40

Account Management Management Communication Stakeholders 40

Blue Canyon Partners

JUNE 17, 2021

After completing the Commercial Excellence Diagnostic, we identified three elements on the implementation side that were preventing new customer acquisition. The first was their sales planning. The organization had no standard customer engagement processes in place, including account or regional planning.

Value Proposition 52

Value Proposition Acquisition Profitability Suppliers 52

ProlifIQ

OCTOBER 21, 2021

You can learn a lot about a potential customer by using customer intelligence to understand: Any changes or developments within the company over the past 12 months (new hires, new products, promotions, acquisitions, layoffs, funding rounds, etc.). A CRM like Salesforce is a great place to start planning your opportunities.

Sales 98

Sales Key Account Management Banking CRM 98

DemandFarm

MAY 9, 2024

As acquisition becomes increasingly expensive, cross-sell and up-sell initiatives are the latest poster child(ren) of B2B revenue growth. Gartner research has shown that account-based upsell campaigns have increased Lifetime Value by 150%.

B2B 52

B2B Organization Key Account Management Acquisition 52

ProlifIQ

JANUARY 27, 2022

mergers, acquisitions, downsizing, expansion). That means not only talking with your contacts regularly but paying close attention to the ebbs and flows within the account that they’re revealing to you (or hinting at). . Your key account planning platform is the best place to record and analyze this customer journey data.

Account Planning 52

Account Planning Stakeholders B2B Key Account Management 52

Sales Outcomes

APRIL 12, 2021

The same applies to sales management. Below is an example of sales motions required to achieve desired new customer acquisition results: . An essential aspect of the above example is to monitor the key sales motions (behaviors) in the CRM so that the salesperson and sales manager have visibility to motion progress.

Sales 40

Sales CRM Acquisition Account Planning 40

ProlifIQ

AUGUST 17, 2023

According to Gartner, companies that prioritize customer retention and expansion can achieve up to 95% higher profits compared to those that focus solely on acquisition. Account planning will lead to new opportunities and eventually account growth.

Acquisition 52

Acquisition Customer Success Stakeholders Profitability 52

SBI

SEPTEMBER 5, 2019

Mediafly , a provider of sales enablement technology , content management and advisory services that create interactive, value-based selling experiences, announced today it has acquired iPresent, a UK-based pioneer of sales enablement. Mediafly Acquires iPresent to Provide Sales Enablement For All. Katie@blastmedia.com. 317-806-1900 ext 142.

Acquisition 5

Acquisition Account Planning Sales Suppliers 5

SBI

AUGUST 1, 2019

Revegy provides a premier platform for Key Account Management, focused on helping companies optimize revenue growth for their most valuable customers. These insights help the Account Management team identify strategic solutions that align with their customer’s needs. Account Planning. About Revegy.

Account Planning 34

Account Planning Account Management B2B CRM 34

SBI

SEPTEMBER 27, 2019

The Golden Bridge Awards celebrate the world’s best in organizational performance, products and services, executives, management teams and more. Brainshark also provides an award-winning artificial intelligence (AI)-powered engine that processes these videos – helping streamline coaching and supplementing manager feedback.

Artificial Intelligence 34

Artificial Intelligence Account Planning Onboarding Profitability 34

SBI

MAY 7, 2019

Sean’s focus on customer acquisition and retention comes from a strong background of successfully scaling early-stage tech companies. He has 22 years of experience in sales management, entrepreneurship and business operations, primarily at emerging-growth technology companies. Account Planning. Opportunity Management.

Account Planning 33

Account Planning Acquisition Leadership Customer Success 33

SalesGlobe

APRIL 19, 2022

According to a global HBR study 70% to 90% of mergers fail to achieve the expected outcomes of the merger or acquisition, and what we know is that many of those outcomes become the responsibility of the sales organization to execute. Communications That Come Too Late. One of the biggest mistakes we see is coverage model assumptions.

Acquisition 52

Acquisition Sales Decision-making Communication 52

Arpedio

MAY 30, 2022

Not sure what it means to be a journey orchestrator in Account Management? Last week more than 500 Strategic Account Managers (SAMs) and leaders of SAM programs gathered in New Orleans for the annual Strategic Account Management Association (SAMA) conference. Are you a journey orchestrator? Keep on reading.

Digital Transformation 52

Digital Transformation Account Management B2B Advertising 52

SBI

MARCH 5, 2019

Acquisition of leading email verification provider further enhances accuracy of DiscoverOrg and ZoomInfo B2B intelligence platforms. Opportunity Management. Revegy today announced that its Account Planning and Opportunity Planning platforms are now available on the SAP® App Center, the digital marketplace for SAP.

B2B 32

B2B Procurement Acquisition Account Planning 32

SBI

SEPTEMBER 17, 2019

This, coupled with powerful team-level analytics and opportunity heatmapping gives sales managers unprecedented opportunities for improvement. Resources All Awards & Recognition Blog Article Funding & Acquisitions Industry News Interview Video Video Reviews Webinars. Account Planning. Opportunity Management.

Account Planning 33

Account Planning Sales CRM Sales Technology 33

SBI

AUGUST 2, 2019

Revegy provides a premier platform for Key Account Management, focused on helping companies optimize revenue growth for their most valuable customers. These insights help the Account Management team identify strategic solutions that align with their customer’s needs. Account Planning. About Revegy.

Account Planning 32

Account Planning Account Management CRM B2B 32

SBI

JUNE 25, 2019

In 2018, Showpad acquired two technology companies to broaden its sales enablement capabilities, including the $50 million acquisition of sales training software, LearnCore , and the acquisition of meeting intelligence platform, Voicefox. Account Planning. Opportunity Management. Opportunity Management.

Investors 29

Investors Account Planning Banking Finance 29

SBI

SEPTEMBER 27, 2019

Too many companies manage leads in an unstructured way, losing millions in potential revenues. Too many companies manage leads in an unstructured way, losing millions in potential revenues. Resources All Awards & Recognition Blog Article Funding & Acquisitions Industry News Interview Video Video Reviews Webinars.

B2B 32

B2B Account Planning Sales CRM 32