Strategic Account Management Association

AUGUST 6, 2021

These efforts were flanked by partnering with a solution provider for the establishment of account-based marketing principles with a focus on strategic key accounts, as well as technology partners for the implementation of a state-of-the-art CRM system. Communication is critical. Tier 2: Applied Processes.

Supply Chain 520

Supply Chain Logistics Co-Creation e-Learning 520

Revegy

JANUARY 18, 2021

How Does CRM Tackle the Relationship and What’s Missing? CRM has been around for 30 years – it started as a combination of 3 different types of technology – marketing automation, sales force automation, and customer support. However, CRM is not tackling the relationship piece as it should.

CRM 119

CRM Procurement Stakeholders Facilitation 119

Arpedio

FEBRUARY 20, 2024

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. In this regard, AI emerges as a transformative tool.

CRM 52

CRM Artificial Intelligence B2B Account Management 52

Hubspot Sales

SEPTEMBER 28, 2020

Your CRM should be a one-stop-shop for all the information you need to manage your business. However, for many entrepreneurs and sales reps, using their CRM is less than enjoyable. The answer to these questions is yes if your CRM and accounting software are working in tandem with one another. Quickbooks Online.

CRM 111

CRM Small Business Finance Software 111

Upland

APRIL 20, 2023

Sellers can take these lessons and use them to land new, key accounts, but also grow revenue in all accounts. Through a combination of best practices, relationship mapping, and account planning, sellers and account managers can retain their status as trusted advisors, and keep the howling, lone wolves at bay.

Account Management 195

Account Management Management Account Planning Decision-making 195

ProlifIQ

FEBRUARY 8, 2023

Because a standard customer success team is trained to look at managing their accounts, or account planning , as a quarterly activity, they are therefore less likely to look at account planning as a daily, ongoing, activity. Leverage your CRM for account planning instead of opting for long QBR sessions.

Account Planning 52

Account Planning CRM Customer Success Decision-making 52

Arpedio

APRIL 30, 2024

Opportunity Identification: Analyzing customer data and engagement metrics to uncover cross-selling and upselling opportunities within your accounts. Relationship Building: Fostering strong relationships with your clients through regular communication, personalized interactions, and exceptional customer service.

Account Growth 52

Account Growth Client Relationships Business Growth CRM 52

ProlifIQ

JANUARY 7, 2022

Partnership enhances the rollout of account planning and bringing strategic account execution to life with seamless collaboration through Slack and Salesforce. As Slack accelerates how we communicate, Salesforce ISV Partners need ways to help their customers capitalize on these new efficiencies. About Centro.

Account Planning 52

Account Planning Innovation Account Management Communication 52

Upland

OCTOBER 21, 2022

Account planning has never been so necessary – or so challenging – to get right. When used effectively, account planning benefits businesses by delivering more revenue, happier customers, and more effective sales teams. . But what exactly is account planning, and why is it so important in 2023? .

Account Planning 195

Account Planning Leadership Software Software 195

DemandFarm

MAY 9, 2024

Integration with CRM Systems Demandfarm’s integration allows key account managers to access and visualize complex client hierarchies directly within their usual CRM interface, enabling them to manage client relationships more effectively. Key Features: Visual Emphasis: Strong focus on creating visually appealing diagrams.

Key Account Management 52

Key Account Management Account Management CRM Client Relationships 52

KAM With Passion

FEBRUARY 8, 2021

A strong KAM initiative is always built on the following 3 Pillars: KAM infrastructure , Key Account Teams and Key Account Plans. Implementing true KAM requires having performing Key Account Teams in addition to the central team chartered to manage the KAM Programme. KEY ACCOUNT PLANS. KAM INFRASTRUCTURE.

Key Account Management 130

Key Account Management Account Management Management Account Planning 130

Arpedio

DECEMBER 19, 2023

Account managers are responsible for understanding the client’s needs, ensuring their satisfaction, and identifying opportunities for upselling or cross-selling. They act as the bridge between the client and the company, facilitating communication and problem-solving. Check out ARPEDIO’s Account Management solution here.

Account Management 52

Account Management Customer Success Management Artificial Intelligence 52

Account Manager Tips

NOVEMBER 16, 2022

So here are some ideas to help you improve the quality and efficiency of your client communications. Create a relationship map and contact plan A relationship map collects information about your key contacts, how they feel about you, their business drivers, how frequently you should stay in touch and so much more.

Key Account Management 130

Key Account Management Account Management Procurement Communication 130

ProlifIQ

FEBRUARY 13, 2023

Large accounts typically come with a large number of stakeholders the seller must engage, as well as technical obstacles and red tape to get past. Organized sellers usually follow what they call an account plan , something designed to align internal team members on tasks to be completed throughout the sales cycle.

Account Planning 52

Account Planning Onboarding Sales Customer Success 52

Arpedio

OCTOBER 17, 2023

Account management software tools Account Management Software ← Back to blog Account management software solutions have transformed the way businesses handle their account planning and client interactions. Communication integration Effective communication is at the heart of successful account management.

Account Management 52

Account Management Software Software Management 52

Hubspot Sales

JULY 22, 2020

I’ve compiled a list of 18 sales planning tools, listed here in no particular order, which can help you organize your sales process and plan calls and more with greater efficiency. It also integrates with the HubSpot CRM. You can also monitor call performance and integrate with your CRM. HubSpot Sales Platform.

Account Planning 116

Account Planning Sales CRM Prioritization 116

Hubspot Sales

SEPTEMBER 16, 2020

To others still, it means a key account plan. Without a common understanding of the term " sales process ," sales managers can’t coach or communicate with their sellers as effectively. Account Management. What plan of action will keep the relationship healthy and profitable? What are the customer’s business needs?

Account Management 129

Account Management Sales Account Planning CRM 129

Arpedio

NOVEMBER 20, 2023

Sector Recycling industry Website www.genan.com ← Back to case studies The Challenges Faced with operational challenges and a disjointed CRM system, Genan sought a solution to harmonize processes and enhance transparency. The Solutions Thomas Ballegaard , Genan’s Chief Commercial Officer, recognized the need for a robust CRM platform.

Innovation 52

Innovation CRM Account Planning Stakeholders 52

ProlifIQ

OCTOBER 4, 2023

Any other indications that can help your team understand if things are getting off on the right foot must be tracked and measured in your CRM. Account Planning: The Heart of Your Strategy The Role of Account Planning Account planning is where your strategy takes shape.

Account Management 52

Account Management Management Account Planning Key Account Management 52

ProlifIQ

NOVEMBER 9, 2022

As a seller, this means you must also be consultative and understand not just your own product, but also the competitive landscape within each target account. This should include a customer relationship management (CRM) system, an account planning tool , sales engagement software, or a marketing automation tool.

Leadership 52

Leadership Account Planning Sales Leadership Stakeholders 52

DemandFarm

APRIL 11, 2023

Integration with Existing Systems One of the main challenges of adopting Digital Key Account Management is integrating it with existing systems. Integrating a new Digital Key Account Management tool with these existing systems can be complex and time-consuming, requiring significant investment in IT infrastructure and resources.

Key Account Management 52

Key Account Management Account Management Digitalization Management 52

Upland

NOVEMBER 27, 2023

At this phase, places as accessible as company websites and LinkedIn feeds are your friends, as well as data captured in your CRM. All of these little pieces of information add up to something big.” In centralizing the output of everyone’s communications, Billy says, you’ll get where you want to go more quickly. Who do they sell to?

Account Planning 195

Account Planning Suppliers Decision-making Leadership 195

ProlifIQ

APRIL 5, 2023

Account Planning Best Practices Sales account planning is a critical aspect of any business that seeks to manage its customers effectively and generate more revenue. An action plan that outlines the sales account planning process is crucial for any company that wants to succeed.

Account Planning 52

Account Planning Value Proposition Account Management Key Account Management 52

Arpedio

MARCH 6, 2024

Central to effective account management is the cultivation of strong relationships with clients or customers. By fostering open lines of communication, understanding client needs, and delivering personalized solutions, account managers can strengthen bonds with clients, driving loyalty and long-term engagement.

Account Management 52

Account Management Management Prioritization Client Relationships 52

Arpedio

JANUARY 4, 2024

Prepare to unlock the intricacies of account mapping and embark on a path to unmatched sales proficiency. Understanding the Fundamentals of Account Mapping The concept of account mapping basics may seem daunting at first, but it is essential for strategic account planning and overall sales enablement.

B2B 52

B2B Sales Decision-making CRM 52

Insightly

FEBRUARY 18, 2022

CRM and customer data. Better yet, this data is shared across teams like sales and customer success for better communication. Access multiple data points in a single platform – communicate faster, deliver better experiences, and resolve customer issues faster. Get a 360 degree Unified Customer View in a Unified CRM.

CRM 98

CRM Decision-making Client Onboarding Customer Experience 98

Xant

JUNE 16, 2021

Tying them together can help to close communication gaps and ultimately lead to the success of the sales team. Ops teams traditionally rely on basic territory planning and account planning for an initial prioritization, but there isn’t really much prioritization strategy beyond that initial plan for more organizations.

CRM 105

CRM Sales Prioritization Decision-making 105

Arpedio

JUNE 20, 2023

Natively integrate with their Salesforce CRM to secure both adoption and access to all relevant client information within one system, as well as being able to combine the health score with other data points in the CRM. Assess client health based on their own customized best practices.

Customer Success 52

Customer Success Account Management Facilitation Stakeholders 52

SBI

JULY 1, 2020

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.

Account Planning 72

Account Planning Decision-making Stakeholders Leadership 72

DemandFarm

AUGUST 11, 2023

about the key principles and strategies behind account-based marketing in a digital age. Personalized and targeted marketing strategies also help contextualize your message to the state of the account and this proves to be far more effective than the ‘spray and pray’ approach. There needs to be complete sync between the two.”-

Digitalization 52

Digitalization Artificial Intelligence Advertising Customer Experience 52

Arpedio

MARCH 7, 2022

ABM should be customer-led and team-enabled Sales and marketing need to co-orchestrate the account plan Mapping out the customer journey is absolutely crucial ABM starts with a mindset change and management needs to support this cultural shift Watch the LinkedIn Live session here. Key takeaways.

Co-Creation 52

Co-Creation Account Management Account Planning Key Account Management 52

Arpedio

OCTOBER 17, 2023

Role-specific assessments: Use role-specific assessments or case studies to evaluate a candidate’s ability to manage accounts, make strategic decisions, and communicate effectively. Team communication: Encourage open and honest communication within the team to address challenges collectively.

Account Management 52

Account Management Management Client Relationships Emotional Intelligence 52

Arpedio

NOVEMBER 6, 2023

This consistency leads to better forecasting , more accurate reporting, and a higher level of accountability among team members. Better communication Automated email sequences and reminders ensure that your team communicates with leads and customers at the right time. Customization: Every business is unique. Superior together.

Software 52

Software Software Sales Artificial Intelligence 52

SalesGlobe

NOVEMBER 10, 2023

From the first contact that may come from marketing to the first conversation, how we connect and what we say must change to respond to the changing dynamics of how people connect with one another and communicate in a world where our now modern methods of communication have dramatically changed behaviors, habits and expectations.

Sales 52

Sales Account Planning B2C Organization 52

DemandFarm

APRIL 13, 2023

It is used by sales and account management teams to understand how customer organizations work, identify key decision-makers, and plan their course of action. Digital Key Account Management The use of digital tools and platforms to manage relationships with key accounts is Digital Key Account Management.

Key Account Management 52

Key Account Management Account Management Management Value Proposition 52

Arpedio

JUNE 15, 2023

Whether you’re a sales executive looking to boost your team’s performance or a business owner seeking innovative ways to accelerate growth, this comprehensive guide will equip you with the knowledge and tools necessary to navigate the world of account-based selling technologies with confidence.

Artificial Intelligence 52

Artificial Intelligence Prioritization Decision-making Advertising 52

Arpedio

APRIL 27, 2023

Sales enablement software can include a variety of features and functionalities, such as content management, sales training and coaching, analytics and reporting, and customer relationship management (CRM) integration. This can include sales enablement platforms, CRM systems, and marketing automation tools.

Sales 52

Sales Software Software Sales Training 52