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Account Planning Tools

ProlifIQ

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.

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2024 State Of Account Planning: Survey Results

ProlifIQ

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.

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65 Essential Key Account Management Terms Explained: Key Account Management (KAM) Glossary

DemandFarm

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.

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5 Ways to Uncover Hidden Revenue in Strategic Accounts

SBI

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.

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Account Management vs Customer Success Explained

Arpedio

Key Responsibilities of Account Managers Account managers are entrusted with a variety of responsibilities that collectively aim to fortify the client-agency relationship. Pioneered by software companies eager to retain their monthly and yearly subscribers, the discipline has matured into a cornerstone of business sustainability.

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Strategic Account Management: What It Is And Why You Need It

Janek Performance Group: Account Planning

Imagine you are a busy, growing software company with hundreds of clients. When a company has the capability to grow revenue organically, from their strategic accounts, they can increase market share while lowering their client acquisition costs. Strategic Account Managers Are Not Sales Reps. All Customers Are Not Equal.

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The Urge to Merge and the Dilemma for Sales

SalesGlobe

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. Sales targets are missed, and people are not earning their pay.