Upland

JANUARY 29, 2024

Sales productivity becomes even more difficult for complex B2B accounts with large buying groups and multiple divisions involved in the decision-making process. Why account planning is essential to boost sales productivity Account planning is the process of mapping out key aspects of a potential customer or account.

Account Planning 195

Account Planning Sales Decision-making Shareholders 195

Arpedio

OCTOBER 20, 2023

Understanding the power of a stakeholder matrix – A comprehensive guide Relationship Mapping Software ← Back to blog In the dynamic landscape of account management, understanding your clients’ needs, expectations, and concerns is paramount to building lasting and mutually beneficial relationships.

Stakeholders 52

Stakeholders Account Management Client Relationships Decision-making 52

Arpedio

OCTOBER 17, 2023

How to build a winning account management team Account Management Software ← Back to blog A winning account management team can be your secret weapon to supercharge your company’s growth and customer satisfaction. These teams not only safeguard and nurture vital client relationships but also drive revenue and stability.

Account Management 52

Account Management Management Client Relationships Emotional Intelligence 52

SmartKarrot

NOVEMBER 16, 2022

You’ll build a long-term trust-based relationship, ensuring to develop and execute a strategic account plan that is aligned with the value of the client and company. Have a Growth Focus – setting a vision and associate plan for the development of a strong, growing, and profitable customer account.

Customer Success 19

Customer Success Client Relationships Profitability Performance Review 19

SmartKarrot

MAY 18, 2022

Become an expert on PX platform, to optimize lead campaigns, and transfer this knowledge to the clients. Drive quarterly review meetings with key accounts together with various different team members. Build and maintain client relationships at all levels through frequent meetings, trade shows, and continuous communication.

Customer Success 19

Customer Success Customer Life Cycle Account Planning Client Relationships 19

SmartKarrot

APRIL 15, 2022

Present data, findings, results, and recommendations to leadership. As a Trusted Advisor and Executive Sponsor, develop and maintain long-term relationships with stakeholders at your customers. Plan, schedule and oversee key client communication points. foster collaboration and encourage continuous learning.

Customer Success 19

Customer Success Onboarding Negotiation Leadership 19

SmartKarrot

JUNE 22, 2021

Role: Customer Success Director Location: Remote, United States Organization: Terminal As a Customer Success Director, you will lead client relationships to facilitate seamless onboarding, ensuring strong relationships and alignment of expectations through the entire customer lifecycle.

Customer Success 10

Customer Success Acquisition Client Relationships Facilitation 10