Upland

NOVEMBER 27, 2023

It might be operational, financial, or technical, or have to do with markets, competitors, partners, suppliers, or even their own customers. What’s putting the squeeze on your customer’s key decision-makers? A pressure might be… Losing market share to a competitor Supplier costs rising Insufficient revenue.

Account Planning 195

Account Planning Suppliers Decision-making Leadership 195

Strategic Account Management Association

OCTOBER 14, 2021

A while ago, I came across a discussion about the optimal way to capture strategic customers in a customer relationship management (CRM) tool in a way that enables effective, efficient account planning using account planning applications or tools. A Generic Complex Mega-Strategic Account.

Account Planning 520

Account Planning CRM Account Management Decision-making 520

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

OCTOBER 11, 2021

Define the role of your KAMs or SAMs as leaders in your business SAMA offers a vital community to accelerate KAM programs It’s Strategic Account PlannING, not Account Plan Digital has permanently transformed the KAM role. The mindset shift from account plans to account planning is essential.

Key Account Management 98

Key Account Management Account Management Co-Creation Management 98

Sales Management Plus -- SMP

OCTOBER 30, 2023

How do you even begin to sort through all that data and provide your sales and marketing teams access so they can make faster decisions that lead to greater sales? Creating and profiling distinctive lists: Creating marketing lists is time consuming with many systems, but SMP makes it easy. Schedule a free test drive of SMP.

Suppliers 52

Suppliers Sales Profitability Decision-making 52

Jermaine Edwards

NOVEMBER 25, 2021

Almost every business on the planet has been compelled to make adjustments, and in most cases transform the way they relate to their customers from an entirely virtual environment. A plan provides clarity and buy-in to what you want to achieve as you’ve spent time considering what’s important to your customer. Trust goes a long way.

Stakeholders 130

Stakeholders Decision-making Shareholders Key Account Management 130

Account Manager Tips

OCTOBER 11, 2021

You need to take charge, make decisions and set goals for your customers so they can achieve success. 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. Create a template.

Account Management 246

Account Management Key Account Management Management Suppliers 246