ProlifIQ

JUNE 12, 2024

Stakeholders: Understanding “who is who” and the footprint of an account. This will determine how you leverage your team for communication with different stakeholders across the organization. Planning in Key Account Management Grab our template on account planning! Also, areas for quick wins!

Key Account Management 52

Key Account Management Account Planning Stakeholders Account 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 Communication Management Artificial Intelligence 52

Upland

MAY 18, 2023

Account planning and effective account management strategies are about much, much more than your key accounts. That said, any account manager worth their salt has a strategy for their key accounts. Sales maps for key accounts tend to be quite complex with many stakeholders.

Key Account Management 195

Key Account Management Account Management Management Account Planning 195

DemandFarm

MARCH 31, 2023

Challenges in Shifting to Digital Key Account Management Shifting to Digital Key Account Management also comes with its fair share of challenges. One of the primary challenges that organizations face is carving out time to document things in the tool. They are no longer efficient and just don’t cut it anymore.

Key Account Management 52

Key Account Management Account Management Digitalization Management 52

Account Manager Tips

JUNE 29, 2021

Improve communication. Create contact plans to keep in touch with key stakeholders in your company and your client's. A request for proposal (RFP) is a document clients create that defines their requirements for the provision of goods and services. GRAHAM Different stakeholders will value different things.

Suppliers 246

Suppliers Shareholders Stakeholders Decision-making 246

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

ProlifIQ

JUNE 21, 2023

This alignment helps in driving sustainable growth and ensuring the overall success of the strategic account management program. Account plans are instrumental in managing and retaining strategic accounts. Which key stakeholders are your “champions” and will help you retain the account, or even grow it?

Account Management 52

Account Management Management Account Planning Stakeholders 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

Upland

NOVEMBER 27, 2023

It’s a 10x factor approach.” Work as a team As with every aspect of account planning, sellers will be most successful if they approach insight-gathering as a team. “When you collaborate, you’re getting the big picture,” says Billy. What’s driving that business to make decisions?

Account Planning 195

Account Planning Suppliers Decision-making Leadership 195

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

SEPTEMBER 26, 2018

Beyond renewals, existing accounts present a great deal of new revenue and partnership opportunities for sales pros who understand their continued role as account manager. In this space, account managers identify and create opportunities by positioning solutions aligned with customer goals, challenges, and initiatives.

Account Management 81

Account Management Management Stakeholders Profitability 81

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

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

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

SBI

JULY 15, 2021

Your account team needs to have a common understand of an account or opportunity – the key stakeholders, their goals, and company objectives. This requires collaboration and a well-documented account plan. . Account Visibility = Agility. People need to stay connected, more now than ever.

Procurement 57

Procurement Account Planning Sales Stakeholders 57

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

ProlifIQ

FEBRUARY 27, 2023

Minimizing customer churn When prioritizing key accounts, a seller can proactively address any potential issues that may lead to client churn. 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.

Key Account Management 52

Key Account Management Account Management Management Prioritization 52

SmartKarrot

MARCH 25, 2022

Develop expertise in Splash technology and Events marketing methodology in order communicate long-term roadmap and represent customer needs internally. Document known solutions to the internal and external knowledge base. Submit well-documented bugs and feature requests arising from customer escalated issues.

Customer Success 19

Customer Success Account Planning Stakeholders Finance 19

SmartKarrot

JANUARY 9, 2023

Role: Customer Success Manager Location: London, England, United Kingdom Organization: HiBob As a Customer Success Manager, you will build and execute an account-specific relationship framework inclusive of regularly scheduled status calls, quarterly business reviews, account documentation, reference management, and account planning sessions.

Customer Success 19

Customer Success Onboarding Account Planning Stakeholders 19

SmartKarrot

SEPTEMBER 19, 2022

Build and execute an account-specific relationship framework inclusive of regularly scheduled status calls, quarterly business reviews, account documentation, reference management, and account planning sessions. Manage a portfolio of accounts with a focus on renewals and upsells conversations.

Customer Success 19

Customer Success Account Planning Retail Account Development 19

SmartKarrot

SEPTEMBER 5, 2022

Establish and maintain proactive communication with key customers and stakeholders. Establish key success metrics for each customer and communicate progress against those metrics with both customers and internal partners. Help develop customer engagement forums to build a collaborative community of Arc customers.

Customer Success 19

Customer Success Onboarding Prioritization Facilitation 19

SmartKarrot

FEBRUARY 1, 2022

Maintain a cadence of communicating with customers about their adoption trends, sentiment, and mining opportunities for deeper engagement. Responsible for account-level expansion initiatives. Manage a portfolio of accounts with a focus on renewals and up-sell conversations. testimonials, case studies).

Customer Success 19

Customer Success Onboarding Account Planning Healthcare 19

SmartKarrot

MARCH 11, 2024

This plan is not just a document; it’s a strategic approach that aligns your team’s efforts with the client’s goals, fostering a collaborative journey towards success. Active listening plays a pivotal role, and tools like Gong can provide insights into your talk ratio, refining your communication approach.

Customer Success 8

Customer Success Account Planning Stakeholders Onboarding 8

Account Management Skills

AUGUST 24, 2021

With the account management world, you do it based on the commitments you’re making to your customers. But it’s a very similar dynamic, I’m still creating a plan. I’m working toward that plan. I’m updating internal and external stakeholders, and all that sort of stuff.

Account Management 98

Account Management Management Account Planning Co-Creation 98

Arpedio

DECEMBER 22, 2021

And he’s positive that the people who succeeded with this were both authentic and genuine in their interaction and communication with clients, and most importantly really sought to understand their clients better than they understood themselves. Senior Director, Premier Inc. However, according to Ned, this isn’t necessarily all bad.

Supply Chain 52

Supply Chain Account Management B2B Stakeholders 52

Arpedio

DECEMBER 22, 2021

And he’s positive that the people who succeeded with this were both authentic and genuine in their interaction and communication with clients, and most importantly really sought to understand their clients better than they understood themselves. Senior Director, Premier Inc. However, according to Ned, this isn’t necessarily all bad.

Supply Chain 52

Supply Chain Account Management B2B Stakeholders 52

Account Manager Tips

SEPTEMBER 29, 2020

1) Sales Intelligence: LinkedIn Sales Navigator (2) Appointment scheduling: Arrangr (3) Sales automation & engagement: Salesmate.io (4) Database: Airtable (5) Note taking: Milanote (6) Task Management: Todoist (7) Document Management: Bit.ai Table of Contents. (1) Conclusion. Click to Tweet. (1) Every single one of your clients is there.

Key Account Management 130

Key Account Management Account Management Management Meetings 130

SmartKarrot

APRIL 23, 2021

Map full restaurant journey including all touchpoints that clearly communicate the value and build trust with the partners. Planning and implementing employee communication strategies to maximize tangible engagement results. Document writing including solution proposals, functional requirements, and project plans.

Customer Success 10

Customer Success Account Planning Stakeholders Innovation 10

SmartKarrot

JUNE 1, 2021

Building strategic relationships across multiple stakeholders across the clients to ensure alignment with business goals. Identify and document regional best practices while also sharing global best practices across several functional domains. Planning and leading product implementation into the customers’ business.

Customer Success 10

Customer Success Supply Chain Finance Facilitation 10

SmartKarrot

JULY 22, 2021

Develop key relationships with customer contacts ranging from daily users to executive stakeholders. Manage and foster relationships with publisher account teams. Own the team retainment & growth including executive reporting and account planning. Serve as the voice of customers to inform product roadmap decisions.

Customer Success 10

Customer Success Onboarding Client Onboarding Publishing 10

SmartKarrot

JULY 11, 2022

Role: Senior Customer Success Manager Location: Minnetonka, MN, US Organization: Sovos As a Senior Customer Success Manager, you will understand business priorities, technology landscape, and internal stakeholders. Develop and facilitate Customer Engagement Plans, including coordinating resources for training and projects to improve adoption.

Customer Success 3

Customer Success Facilitation Stakeholders Account Planning 3

ProlifIQ

FEBRUARY 14, 2023

But what about stakeholders? A large part of that is documenting the buying path, leveraging your internal supporters, and more. The source indicates that the likelihood of winning the deal is by far the highest, in parallel with more stakeholders involved. Per Gong, deals with 3 stakeholders or more win at a much higher rate.

Management 52

Management Prioritization Stakeholders CRM 52

SBI

MAY 8, 2012

The application also allows managers to redirect reports to other managers/stakeholders including Accounting for the final approval. Bloomfire gives your team fingertip-access to all the sales documents they need to spike sales fast — videos, presentations, selling tools , docs, spreadsheets, etc.

Account Strategy 33

Account Strategy Sales Finance Communication 33

SmartKarrot

NOVEMBER 9, 2022

It takes both art and science to handle key accounts. Some aspects of account planning are constructing a sales strategy, developing a consistent technique for gathering background information on important clients, and establishing relationships based on proactive management and support. The definition of key account plan.

Account Planning 10

Account Planning Key Account Management Account Management Client Relationships 10

SmartKarrot

FEBRUARY 14, 2022

Role: Customer Success Director Location: Remote, United States Organization: Astound Commerce As a Customer Success Director, you will create and maintain strong client relationships at the stakeholder level in order to build long-term and growing accounts. Improving the customer success processes and documentation.

Customer Success 3

Customer Success eCommerce Onboarding Client Relationships 3

Arpedio

NOVEMBER 6, 2023

Collaboration between sales and marketing Successful account-based selling requires strong collaboration between sales and marketing teams. In the future, businesses will need to break down silos and foster better communication and alignment between these two departments. Account Management Build powerful account plans in Salesforce.

Artificial Intelligence 52

Artificial Intelligence Decision-making Client Relationships Media 52