article thumbnail

How to Boost Sales Productivity with Account Planning

Upland

Let’s face it, B2B sales can’t happen without good leads. Sales productivity becomes even more difficult for complex B2B accounts with large buying groups and multiple divisions involved in the decision-making process. Next, we’ll outline key account planning strategies and how they improve sales productivity.

article thumbnail

People & Problems: The core of strategic account planning

Strategic Account Management Association

And second, while no one is immune to these challenges, the strategic account planning approaches that drive success today aren’t unique to any particular industry or business size. It’s how faithfully (and effectively) we execute on these principles that makes the difference. Account planning: A verb, not a noun.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

Account Planning Template

ProlifIQ

Account Planning Template for B2B Sales Teams You can steal the key account plan template we use with customers here. We’ll cover each part including: Business Overview Objectives & goals Relationship Mapping White Space (Expansion) Action Introduction: What is Account Planning?

article thumbnail

What the Data Says About B2B Account Planning

ProlifIQ

In sales, B2B account planning is kind of like plotting a heist, minus the stealing. The same principle applies: the bigger the prize, the more aggressive and daring your plan has to be. Here’s what the data say about B2B account planning and how sales teams can benefit from creating big plans for big companies.

article thumbnail

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.

article thumbnail

The ROI of Account Planning

ProlifIQ

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?

article thumbnail

5 Tips to Build Stronger Relationships in Account Planning

Janek Performance Group: Account Planning

In B2B selling, we often focus on new accounts. This makes account planning essential. More than upselling and cross-selling, account planning is partnering with existing clients. Altify notes account planning has increased from 36 percent of companies in 2013 to 50 percent today.