Remove Account Planning Remove Communication Remove Facilitation Remove Sales
article thumbnail

The Importance of Change Management in Account Planning

Upland

Sales leaders often find that commitment to change is the single most important ingredient in a successful account planning practice. The current world of sales is not for the faint of heart, and certainly not one for those who don’t like change. When it comes to account planning, change is inevitable.

article thumbnail

How to Choose the Best Account Planning Software

Upland

You know that you need to find the best account planning software for your team. In this Guide this guide, we’ll walk you through some of the elements that make up a powerful account planning software – what it is, and isn’t. In other words, they need to bring the full power of account planning to life.

article thumbnail

Account Planning Template

ProlifIQ

Account Planning Template for B2B Sales Teams You can steal the key account plan template we use with customers here. We’ll cover each part including: Business Overview Objectives & goals Relationship Mapping White Space (Expansion) Action Introduction: What is Account Planning?

article thumbnail

How to Supercharge Your Account Planning

Janek Performance Group: Account Planning

All sales organizations need new business to thrive and grow. As such, they often prioritize new accounts. For salespeople, this means tighter budgets, more decision makers, and longer sales cycles. This makes effective account planning essential. These may or may not prove fruitful. Happy customers buy more.

article thumbnail

10 Key Points to Master Effective Communication in Account Management

Arpedio

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.

article thumbnail

Account Mapping: Drive B2B Sales Effectively

Arpedio

In the competitive world of B2B sales, leveraging precise and sophisticated sales strategies is not just an option but a necessity for success. Among these strategies, account mapping has emerged as a cornerstone methodology that fosters sales process optimization and drives sustainable growth.

B2B 52
article thumbnail

Want to Accelerate Your SAM Journey? Create a Center of Excellence

Strategic Account Management Association

Understanding strategic account management is essential for the members of a COE who need to appreciate that it is a business model, not a sales model, and requires change management. Able to break internal silos by providing an aligned business process and communication. Having the COE Report Directly to the Executive Team.