Account Planning Business Planning Leadership 
Arpedio
OCTOBER 7, 2024
ARPEDIO stands out in the Salesforce ecosystem, and I see a tremendous opportunity to help the company scale and further establish its leadership in the industry. With innovative capabilities like real-time account plans and whitespace analysis, I believe ARPEDIO is positioned to lead in strategic account management.
Account Manager Tips
JULY 27, 2020
00:00 Introduction 01:31 How Calin got his start in account management. 03:34 The best thing about account management. 05:21 Account management at Netguru in the early days. 08:16 First task: double the size of the account management team. 17:19 Designing and standardizing strategic account management. Time Stamps.
Hubspot Sales
MARCH 18, 2019
Key accounts don't usually buy off-the-shelf: They want a custom blend of products and services tailored to their needs. A KAM needs leadership abilities to guide her team members (which might include a salesperson, marketer, technical support, implementation and/or onboarding specialist). Your targets for the account.
OnStrategyHQ
DECEMBER 20, 2023
To kick this process off, we recommend 1-2 weeks (1-hour meeting with the Owner/CEO, Strategy Director, and Facilitator (if necessary) to discuss the information collected and direction for continued planning.) Questions to Ask: Who is on your Planning Team? What senior leadership members and key stakeholders are included?
SmartKarrot
FEBRUARY 16, 2023
communicating regular updates and significant milestones to senior leadership. Creating account plans and quarterly business reviews for high-touch clients. Contribution in accordance with the budget and business plan, including billing and the financial connections with the business lines.
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