Arpedio

JUNE 20, 2023

Client Case study Rethinking Customer Success and Sales: A Collaborative Powerhouse in the SaaS industry Download full case study About The Case Study Due to pre-IPO considerations, the following case study has been anonymized to protect the identity of the company involved.

Customer Success 52

Customer Success Account Management Facilitation Stakeholders 52

Upland

MARCH 13, 2023

Effective CRM systems, automation, and even things like account planning technologies have made sales forecasting more or less a daily activity, one that updates with the activity of your sales people. It is no longer about guesswork. Is Sales Forecasting Outdated? Some claim that sales forecasting is outdated.

Prioritization 195

Prioritization Account Planning Sales Decision-making 195

ProlifIQ

FEBRUARY 8, 2023

QBRs and Salespeople: The Key to True Customer Success and Growth There are certain truths to life that cannot be disputed. A quarterly business review is typically an event that takes place over the span of a few days to a week where sellers and a customer success manager come together to align on all of their key accounts.

Account Planning 52

Account Planning CRM Customer Success Decision-making 52

Revegy

JULY 17, 2018

Are your account plans helping your teams meet their quotas or are they missing the mark? Without comprehensive, well thought out account plans, companies are missing out on major revenue opportunities and risk losing some of their largest clients. 1) Figure Out Who Matters with Relationship Maps.

Account Planning 40

Account Planning Suppliers Profitability Decision-making 40

Arpedio

DECEMBER 19, 2023

The vital role of Customer Success in Account Management Explore ARPEDIO's Account Management Software ← Back to blog In recent times, companies have come to realize the significance of aligning their customer success and account management strategies. Let’s dive in!

Account Management 52

Account Management Communication Management Artificial Intelligence 52

Upland

JULY 10, 2023

Altify Insights aligns your extended revenue team, uniting sales, marketing, and customer success with a single customer view to enable better collaboration, uncover gaps, and grow revenue. Altify Insights enables sellers to overcome the very real challenge caused by expanding buying groups.

Decision-making 195

Decision-making B2B Account Planning Software 195

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

FEBRUARY 13, 2023

In fact, most Saas companies get the majority of their revenue from existing customers. Therefore, customer satisfaction should be a top priority for businesses. As a customer success manager, successful customer onboardings are critical to the success of your company and the customers you serve.

Account Planning 52

Account Planning Onboarding Sales Customer Success 52

SmartKarrot

APRIL 7, 2023

Own customer success, encompassing acquisition, use of the product, and retention. Operational account planning, including capacity planning and account segmentation. The staff should be coached, mentored, and guided in building consultative and problem-solving account skills.

Customer Success 19

Customer Success Value Proposition Account Growth Acquisition 19

SmartKarrot

APRIL 7, 2023

Own customer success, encompassing acquisition, use of the product, and retention. Operational account planning, including capacity planning and account segmentation. The staff should be coached, mentored, and guided in building consultative and problem-solving account skills.

Customer Success 19

Customer Success Value Proposition Account Growth Acquisition 19

SmartKarrot

MARCH 29, 2023

Role: Customer Success Manager Location: Chicago, IL, United States (Remote) Organization: Fortanix As a Customer Success Manager you’ll take the lead and be responsible for customer expansion and retention. Assistance with customer onboarding and training to encourage adoption.

Customer Success 19

Customer Success Stakeholders Onboarding Client Relationships 19

SmartKarrot

MARCH 15, 2023

Role: Director, Customer Success Location: Houston, TX, United States (Remote) Organization: Innovapptive Inc As a Director of Customer Success, you’ll ensure great client happiness, adoption improvements, retention, and expansion, you should lead and manage the customer success team of strategic accounts.

Customer Success 19

Customer Success Key Account Management Account Planning Stakeholders 19

SmartKarrot

FEBRUARY 17, 2023

Apply here: [link] Role: VP, Customer Success Location: United States (Remote) Organization: Jobvite As a VP of Customer Success, you’ll provide the business results and the customer success process. Drive the procedures and results of strategic account planning.

Customer Success 19

Customer Success Leadership Facilitation Account Planning 19

SmartKarrot

JULY 29, 2022

Role: Customer Success Director Location: New York, NY, US (Hybrid) Organization: Constellation As a Customer Success Director, you will be building and cultivating relationships with existing and prospective clients in order to increase revenues. Push new use cases and new product features to generate up.

Customer Success 19

Customer Success Onboarding Leadership CRM 19

SmartKarrot

MAY 18, 2022

Role: Senior Director, Customer Success Location: Remote, United States Organization: Coursera As a Senior Director of Customer Success, you will meet and exceed quarterly renewal bookings and revenue growth goals. Hire, develop and retain a team of high-performing Customer Success Managers.

Customer Success 19

Customer Success Customer Life Cycle Account Planning Client Relationships 19

SmartKarrot

NOVEMBER 30, 2022

Role: Customer Success Director Location: Edmonton, AB, Canada (Hybrid) Organization: Drivewyze As a Customer Success Director, you will lead, coach, and mentor a high-performing team accountable to manage the deployment of software for the customer fleet organizations. Apply here: [link].

Customer Success 19

Customer Success Onboarding Facilitation Account Planning 19

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

SmartKarrot

FEBRUARY 7, 2022

Role: Senior Customer Success Manager Location: New York, NY, US (Hybrid) Organization: Recapped As a Senior Customer Success Manager, you will be collaborating with Sales to successfully onboard new customers. Personally tailor workflows and templates for customers to leverage Recapped in new and exciting ways.

Customer Success 19

Customer Success Onboarding Account Planning Leadership 19

SmartKarrot

APRIL 8, 2022

Role: VP Customer Success – BetterUp Care. As a VP of Customer Success, you will build and lead a world-class customer success organization for BetterUp Care. Collaborate with growth marketing and broader BetterUp leaders to unify all field-based account efforts and amplify outcomes.

Customer Success 19

Customer Success Government Innovation Leadership 19

SmartKarrot

MARCH 29, 2023

Role: Customer Success Manager Location: Chicago, IL, United States (Remote) Organization: Fortanix As a Customer Success Manager you’ll take the lead and be responsible for customer expansion and retention. Assistance with customer onboarding and training to encourage adoption.

Customer Success 15

Customer Success Stakeholders Onboarding Client Relationships 15

Insightly

FEBRUARY 18, 2022

This decentralization and inaccessibility leads to missed opportunities, poor customer satisfaction, and lower value business outcomes. . A 360-degree unified customer view often includes the following data: . CRM and customer data. 6 Single Customer View Benefits. Know your customers. Behavioral data.

CRM 98

CRM Decision-making Client Onboarding Customer Experience 98

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

Xant

JUNE 16, 2021

There are several teams that work directly with sales—sales enablement, customer success, and marketing. The overall mission of each of these teams is to set up customers for long-term success. Tying them together can help to close communication gaps and ultimately lead to the success of the sales team.

CRM 105

CRM Sales Prioritization Decision-making 105

SBI

JULY 1, 2020

Success requires streamlined, silo-shattering processes that highlight the optimal path to revenue and enable the right high-value activities to efficiently, predictably and strategically drive growth. 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

Upland

SEPTEMBER 29, 2023

They are not looking to be a number in a CRM – they are looking for the human touch.

Stakeholders 195

Stakeholders Sales Decision-making Internet 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. These powerful tools offer a centralized platform that simplifies a wide range of tasks.

Account Management 52

Account Management Software Software Management 52

SmartKarrot

APRIL 12, 2021

Role: Director, Customer Success Location: Remote, United States Organization: PerfectServe As a Director of Customer Success, you will collaborate to develop PerfectServe’s Customer Success methodology. Establish consistent best practices for customer success across the team.

Customer Success 10

Customer Success Account Planning Account Management Stakeholders 10

PartnerTap

OCTOBER 1, 2023

Account mapping should not be the core activity at annual and quarterly partner planning meetings. Discussions around each company’s goals, designing hyper-targeted BDR campaigns, and building joint strategies to penetrate new accounts and markets together, should be.

Investors 75

Investors CRM Digitalization Account Planning 75

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. Customer Success A function within a company that is focused on ensuring customer satisfaction, retention, and long-term value.

Key Account Management 52

Key Account Management Account Management Management Value Proposition 52

SmartKarrot

FEBRUARY 19, 2021

Role: Director of Customer Success Location: Remote, United States Organization: Ivalua As a Director of Customer Success, you will be accountable for the success of the Ivalua customer journey as measured by the net revenue retention for each customer and adoption. Apply here: [link].

Customer Success 10

Customer Success Stakeholders Customer Experience Government 10

SmartKarrot

NOVEMBER 25, 2020

Director, Customer Success Location: Denver, Colorado, United States Organization: Convercent As a Sr. Director of Customer Success, you will be responsible for developing the Customer Success Management team and associated practices to exceed revenue objectives from the customer base.

Customer Success 10

Customer Success Stakeholders Onboarding Account Growth 10

Xant

JUNE 16, 2021

There are several teams that work directly with sales—sales enablement, customer success, and marketing. The overall mission of each of these teams is to set up customers for long-term success. Tying them together can help to close communication gaps and ultimately lead to the success of the sales team.

CRM 52

CRM Sales Prioritization Decision-making 52

Openview

MAY 11, 2018

In today’s rapidly changing world of SaaS, artificial intelligence , big data and CRM, a firm handshake and killer smile only go so far. Each week should be mapped out to ensure that a new hire is trained on the product or service, the target market, ideal customer profile, and the selling approaches, systems, and tools to be leveraged.

Artificial Intelligence 90

Artificial Intelligence Onboarding Sales Profitability 90

KAMCast

DECEMBER 3, 2020

Picture the scene… You have just asked one of your top account managers to meet you and walk you through their account plan for your most important customer. You want to know what we know, what we don’t know, what we are planning to do and how we are going to achieve it. Sounds like a simple ask right?

Key Account Management 52

Key Account Management Account Management Account Planning Customer Experience 52

Arpedio

MARCH 26, 2024

Let’s explore how organizations can leverage technology to streamline pre-sales processes and drive better outcomes: Utilizing Customer Relationship Management (CRM) Systems Lead Management: CRM systems allow organizations to centralize and manage leads effectively, tracking interactions, status changes, and follow-up activities.

Value Proposition 52

Value Proposition Prioritization Sales Organization 52

SBI

NOVEMBER 10, 2020

Ensure your sales, marketing, and customer success teams have a realistic view of the experience your buyers have today. It has helped Genesys put customers at the center of their strategic plans, and now customers won’t even entertain conversations with competitors. Then, think about how that can be improved.

Account Planning 70

Account Planning Customer Experience Account Management Organization 70

ProlifIQ

FEBRUARY 27, 2023

Try mapping out the key stakeholders inside a top account and tracking their sentiment. This helps maintain strong relationships with these clients and ensures the company’s long-term success with your product. The loss of key information during this process can be critical when the time comes to retain or expand said account.

Key Account Management 52

Key Account Management Account Management Management Prioritization 52