ProlifIQ

SEPTEMBER 6, 2022

The Myth of Account Planning. Most people relate account planning to something like a quarterly business review (QBR), where sellers and leaders will give an in-depth presentation on the state of their top accounts. Look back at your previous account plans; what actions were taken to successfully close this deal?

Account Planning 52

Account Planning Stakeholders CRM Leadership 52

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

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 Communication Management Artificial Intelligence 52

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

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

ProlifIQ

APRIL 21, 2023

Account Planning Growth Strategy For businesses looking to grow their revenue and achieve their goals, an effective account growth strategy is essential. This strategy involves developing a comprehensive plan to manage and grow the customer accounts that are critical to the business’s success.

Account Growth 52

Account Growth Account Planning Key Account Management Account Management 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. Certain industries?

Account Management 52

Account Management Management Account Planning Key Account Management 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

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

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

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

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

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

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

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. Superior together.

Customer Success 52

Customer Success Account Management Facilitation Stakeholders 52

DemandFarm

MAY 9, 2024

For key account managers, org chart software is particularly valuable. It can be used to map out the structure of a client organization, identifying key stakeholders and the relationships between them. Lucidchart is primarily designed as a diagramming and visualization tool rather than a dedicated account management platform.

Key Account Management 52

Key Account Management Account Management CRM Client Relationships 52

ProlifIQ

FEBRUARY 13, 2023

This is especially critical when dealing with large accounts with the potential to upsell. 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. Communication is key if you want a successful sales process.

Account Planning 52

Account Planning Onboarding Sales Customer Success 52

Account Manager Tips

OCTOBER 11, 2021

Do this instead: Plan your week around your priorities. Has no plan Which clients need an account plan? Account plans are help you define your key account strategy. Commit to targets Plan activities Coordinate resources Manage risk Get results. Warwick Brown // Account Manager Tips.

Account Management 246

Account Management Key Account Management Management Suppliers 246

Arpedio

JANUARY 4, 2024

As businesses vie for market dominance, an articulate account strategy empowers organizations to deepen customer relationships and scale their operations effectively. Prepare to unlock the intricacies of account mapping and embark on a path to unmatched sales proficiency. Why does account mapping matter so much for sales teams?

B2B 52

B2B Sales Decision-making CRM 52

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. Many sellers engage in opportunity planning when they pose questions such as: What business problem are you trying to solve for the customer?

Account Management 128

Account Management Sales Account Planning CRM 128

Arpedio

MARCH 18, 2024

Among these strategies, account mapping has emerged as a cornerstone methodology that fosters sales process optimization and drives sustainable growth. The Basics of Account Mapping At its core, account mapping facilitates a detailed understanding of a client’s organizational structure.

B2B 52

B2B Stakeholders Sales Decision-making 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

DemandFarm

APRIL 13, 2023

Key Account Management Glossary: 65 Crucial Account Management Terms Explained Account Hierarchy: Account Hierarchy is the structure and organization of key accounts within a company visualized in a hierarchical system of decision-makers and stakeholders.

Key Account Management 52

Key Account Management Account Management Management Value Proposition 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

Account Manager Tips

SEPTEMBER 29, 2020

LinkedIn Sales Navigator makes it simple to stay up-to-date on what's happening with your accounts and identify and connect with important stakeholders and new prospects. Now, your organisation might try to tell you key account managers don't need LinkedIn Sales Navigator - it's a sales tool. Pricing: From $24.

Key Account Management 130

Key Account Management Account Management Management Meetings 130

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

ProlifIQ

FEBRUARY 14, 2023

Building plans for deals that are your average deal size or larger will help complement the investment in consistent evaluation of your team’s pipeline. When we think about an opportunity in CRM, most teams think of deals. But what about stakeholders? Per Gong, deals with 3 stakeholders or more win at a much higher rate.

Management 52

Management Prioritization Stakeholders CRM 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

Arpedio

NOVEMBER 6, 2023

Sales automation software: The ultimate guide Explore the ARPEDIO platform ← Back to blog In today’s fast-paced business landscape, sales teams face numerous challenges in managing accounts, seizing opportunities, and nurturing relationships with stakeholders. No longer will important follow-ups or appointments be missed.

Software 52

Software Software Sales Artificial Intelligence 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

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

ProlifIQ

FEBRUARY 27, 2023

It’s important to track the sentiment key stakeholders hold inside a key account. Try mapping out the key stakeholders inside a top account and tracking their sentiment. This helps hold your team accountable and gives leadership an easy home base to understand where efforts are being directed.

Key Account Management 52

Key Account Management Account Management Management Prioritization 52

Hubspot Sales

MARCH 18, 2019

A key account manager (KAM) is responsible for managing and building a strong relationship with large clients that make up the majority of the business' income. Not only do KAMs find ways to address the client's challenges and opportunities, but they also create and present reports about the client's progress to key stakeholders.

Key Account Management 125

Key Account Management Account Management Management Account Strategy 125

Arpedio

JULY 9, 2023

Sales forecasting software seamlessly integrates with your CRM and other relevant systems, ensuring that you have access to the latest customer interactions, pipeline updates, and historical sales data. With compelling visuals, you can effectively communicate insights, align teams, and drive strategic conversations within your organization.

Sales 52

Sales Decision-making Software Software 52

DemandFarm

MAY 25, 2023

Everything to do with our dealings has been carefully recorded and stored in our Customer Relationship Management (CRM) system. Here, let me show you how it works so you can extract the data and information you need to service this account.” He is so pleased to be able to see, at one glance, all the key stakeholders in his key account.

Account Management 52

Account Management Digitalization Key Account Management Digital Transformation 52

Arpedio

JUNE 22, 2022

Relationship Mapping, also known as Customer Relationship Mapping, Relationship Management, or Stakeholder Management is a way of mapping B2B relationships between large organizations. It can be a complex task, as large enterprises often involve multiple stakeholders in a buying decision. What is a Relationship Map?

Stakeholders 52

Stakeholders Decision-making Sales B2B 52