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Break & Glue: The art of capturing complex mega-strategic accounts in CRM to get the most from account planning tools 

Strategic Account Management Association

A while ago, I came across a discussion about the optimal way to capture strategic customers in a customer relationship management (CRM) tool in a way that enables effective, efficient account planning using account planning applications or tools. A Generic Complex Mega-Strategic Account.

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Navigating Account-Based Selling: CRM, AI and Customer Understanding

Arpedio

Navigating Account-Based Selling: CRM, AI and Customer Understanding Explore the ARPEDIO platform ← Back to blog When it comes to B2B sales, companies often find themselves wrestling with a myriad of challenges, from a lack of prospecting skills to navigating lengthy sales cycles. AI is about trust.

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Are You Letting Your Clients Slip Away? 12 Tips to Keep in Touch

Account Manager Tips

For example, my CRM ( Salesmate ) has sequences and email templates that allow me to setup set up a personalized conversational flow. Centralise all your client communication, account plans and related activities in one place. Let me know if anything in this article caught your eye, I'd love to hear from you. Guess what?

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Account-Based Selling: A Deep Dive with Lee Levitt and Ulrik Monberg

Arpedio

Account-Based Selling: A Deep Dive with Lee Levitt and Ulrik Monberg Explore the ARPEDIO platform ← Back to blog In the ever-evolving world of enterprise sales, strategies and tools are constantly refined to meet the dynamic needs of businesses. Moving from static account plans to dynamic account-based selling is the way forward.

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The Biggest Threat to Sales Teams in 2018 Isn't Losing Clients

Hubspot Sales

A quick Google search or skim through your favorite sales blogs will show article upon article about how to hire the perfect reps, increase customer retention, and write the perfect sales job description -- for good reason. Key behaviors : Developing a territory plan including a comprehensive list of prospective customers.

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Invisible.io Launches New RevenueGrid.com Sales Engagement Platform

SBI

Launches RevenueGrid.com, New Sales Engagement Platform that Goes Beyond CRM, AI And Redefines What Sales Engagement Tools Should Be. Through its unique, account-specific revenue signals and automated outreach, the enterprise cloud solution is promised to accelerate sales in a way that CRM and AI alone cannot. About Invisible.

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Revegy and FinListics Announce Partnership Alliance

SBI

Sales personnel spend significant time in their CRM systems, so having both companies’ technologies integrated on one platform will make their jobs easier and help them reach their targets.”. “We The only agnostic platform of its kind, Revegy is designed to work with any CRM and any sales methodology. Account Planning.