Hubspot Sales

JULY 22, 2020

But, sales professionals cannot rely on cold calls and haphazard prospect visits if they want to meet their sales goals and make it into the top 10%. In reality, sales professionals and managers need to have access to the best available sales planning tools to help them boost sales productivity and close more and bigger deals.

Account Planning 115

Account Planning Sales CRM Prioritization 115

SalesPop

MAY 7, 2021

We’ve thoroughly covered many factors of account planning, such as setting goals and targets. But at the end of the day, account planning naturally evolves into creating a project, which falls into the realm of project management. These documents must be accessible for anyone looking into or involved in the project.

Account Management 98

Account Management Management Innovation Account Planning 98

Upland

NOVEMBER 27, 2023

An initiative is a project your customer is undertaking (or planning to undertake) in order to overcome their pressures and meet their goals. At this phase, places as accessible as company websites and LinkedIn feeds are your friends, as well as data captured in your CRM. Do your research: Research is the name of the game.

Account Planning 195

Account Planning Suppliers Decision-making Leadership 195

Arpedio

DECEMBER 19, 2023

I am ready The role of technology in enhancing collaboration Modern businesses rely on technology for efficiency and effectiveness, and customer success and account management are no exceptions. These insights can guide account managers and customer success teams in tailoring their strategies to meet the unique needs of each client.

Account Management 52

Account Management Communication Management Artificial Intelligence 52

Arpedio

DECEMBER 19, 2023

I am ready The role of technology in enhancing collaboration Modern businesses rely on technology for efficiency and effectiveness, and customer success and account management are no exceptions. These insights can guide account managers and customer success teams in tailoring their strategies to meet the unique needs of each client.

Account Management 52

Account Management Customer Success Management Artificial Intelligence 52

Quip

SEPTEMBER 22, 2020

Antonio Lobo is Head of CRM Suite, DHL Customer Solutions and Innovation. I’m talking about things like having multiple versions of files, back and forth feedback over offline files, frequent alignment meetings, and more. You can get everyone on the same document and collaborate. At DHL we’ve learnt a lot since adopting Quip.

Communication 52

Communication Supply Chain Account Planning eCommerce 52

ProlifIQ

FEBRUARY 13, 2023

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. Organized sellers usually follow what they call an account plan , something designed to align internal team members on tasks to be completed throughout the sales cycle.

Account Planning 52

Account Planning Onboarding Sales Customer Success 52

Quip

NOVEMBER 17, 2020

Salesforce is the #1 CRM for a reason – it helps your marketing, sales, commerce, service and IT teams work as one from anywhere — so you can keep your customers happy everywhere. But what about really complex processes like – account planning, close plans, and account transitions. Account transitions.

Stakeholders 52

Stakeholders Account Planning Decision-making Sales 52

Arpedio

OCTOBER 30, 2023

Account-Based Selling: A Deep Dive with Lee Levitt and Ulrik Monberg Explore the ARPEDIO platform ← Back to blog In the ever-evolving world of enterprise sales, strategies and tools are constantly refined to meet the dynamic needs of businesses. He recalls a meeting with the CEO of a large insurance company.

Co-Creation 52

Co-Creation Account Planning Artificial Intelligence Leadership 52

Upland

SEPTEMBER 29, 2023

Unfortunately, sellers rarely meet the right people. Just 14% of businesses feel sellers connect with the right people in the account. They are not looking to be a number in a CRM – they are looking for the human touch. It means asking the right questions, and mapping those out in a visible document. Business has evolved.

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. Regularly back up your account management software to prevent data loss in case of unexpected events.

Account Management 52

Account Management Software Software Management 52

DemandFarm

AUGUST 31, 2023

“ This seamless experience for the customer, that’s shared with the customer, that’s documented in systems, that then carries through, becomes a continuation of a single journey.” ( Snippets from episode #9 of The Shift podcast ). Masterclass by Forrester Principal Analyst Anthony McPartlin: Why companies fail with key account management?

Key Account Management 52

Key Account Management Account Management Customer Success Management 52

ProlifIQ

JANUARY 31, 2023

We laid out a few more benefits below: Improved coverage of the account When you have sales leaders, technical experts, and others involved in the sale, you’re more likely to provide value to different members of the buying committee who have questions. You can see our step-by-step guide here.

Stakeholders 52

Stakeholders CRM Meetings Sales 52

Account Manager Tips

JULY 28, 2020

Chapters 00:00 Introduction 01:21 Why changing mindset towards account management was the biggest obstacle. 03:53 Why you need to keep account plans simple. 09:03 Account plans are the evidence of the value you create for your clients. 09:49 Should you share account plans with clients?

Account Management 130

Account Management Management Account Planning Organization 130

Arpedio

MARCH 26, 2024

Customizing Solutions: A well-executed pre-sales strategy enables businesses to develop customized solutions that meet the unique needs and requirements of each customer. Utilizing Account-Based Selling Tools: Invest in account-based selling tools , such as ARPEDIO.

Value Proposition 52

Value Proposition Prioritization Sales Organization 52

Mike Kunkle

MAY 11, 2022

This includes an understanding of processes, political savvy, culture, collaboration, consensus building, and the ability to execute on all the above plans effectively. How to plan and organize effectively. Strategic Account Management. Account Planning. Part of Strategic Account Management. Sales Process.

Co-Creation 130

Co-Creation Sales Sales Training Decision-making 130

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

ProlifIQ

NOVEMBER 15, 2022

It’s time to do some research, align with marketing, and build out that account in your CRM. This is the bare bones of a truly strategic account management process. Another way to look into your top accounts can be based on: Product usage. Expansion potential – document this in the account object ideally.

Account Management 52

Account Management Stakeholders CRM Key Account Management 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. A large part of that is documenting the buying path, leveraging your internal supporters, and more.

Management 52

Management Prioritization Stakeholders CRM 52

ProlifIQ

FEBRUARY 23, 2023

Talk Track: “Typically, folks on the sales side or operations front want to understand how our native account planning solution will impact their sales process, Salesforce adoption, account penetration, and more. Should we invite Nancy to our next meeting to cover that?” This should not slow down your deal by 2 weeks.

Stakeholders 52

Stakeholders Account Planning Decision-making Facilitation 52

Account Manager Tips

JULY 9, 2020

Some hiring managers move fast and you may not have the time to do your plan justice if you haven't at least got a draft completed. On your first day, invite your boss to a recurring meeting to discuss your 90 day plan. Here's the job description for a Senior Key Account Manager at Amazon , advertised in July 2020.

Account Management 130

Account Management Management Key Account Management Stakeholders 130

Janek Performance Group: Account Planning

MARCH 12, 2019

It can mean account executives conducting individual account reviews with each separate client or it can mean sales managers meeting with individual reps to discuss the latter’s current accounts, opportunities for growth within presently existing clients, and targets for outreach into new prospects and clients.

Construction 52

Construction Sales CRM Sales Management 52

PandaDoc

APRIL 21, 2023

User/product fit Next, consider the accounts that match your product or service. Primarily, you want to prioritize relationships with clients that meet your ideal customer profile. Overall strategic value Another crucial consideration is the account’s overall strategic value to your business. decline in win rates.

Key Account Management 52

Key Account Management Account Management Management Prioritization 52

Mercuri International

MAY 23, 2023

Using AI tools to crawl CRM systems and other customer data for predictive patterns. Set objectives & strategy A SAM should create a sensible and sustainable strategy for strategic accounts, help develop the account plan, and build buy-in across the organization. Account planning automation.

Artificial Intelligence 52

Artificial Intelligence Value Proposition Account Management Co-Creation 52

Arpedio

NOVEMBER 6, 2023

It involves creating tailored content, messaging, and solutions that speak directly to the unique pain points and goals of each target account. With the help of advanced customer relationship management (CRM) systems and marketing automation tools, businesses can achieve this level of personalization at scale. Superior together.

Artificial Intelligence 52

Artificial Intelligence Decision-making Client Relationships Media 52

Account Management Skills

AUGUST 24, 2021

In this episode, I talk to Alex Raymond from Kapta about everything to do with account management processes. Not project management systems, not CRM systems, but having a dedicated system to guide the agency account management team, when it comes to managing and delve developing existing client relationships. Jenny 06:11.

Account Management 98

Account Management Management Account Planning Co-Creation 98

Jermaine Edwards

NOVEMBER 25, 2021

We have a lot of stakeholders to manage across our accounts – How do we meet their individual needs while keeping them engaged when they themselves are so dispersed and disconnected? If you have an account planning CRM great but I’d still suggest writing it out so it’s clearer in your mind. What do you share?

Stakeholders 130

Stakeholders Decision-making Shareholders Key Account Management 130

SmartKarrot

NOVEMBER 30, 2022

Establish and nurture relationships with key contacts in critical fleet accounts and coordinate the involvement of internal groups, including sales, marketing, and channel management, to address concerns and meet fleet expectations. Conduct check-in calls, meetings, and various touchpoints with partners. Apply here: [link].

Customer Success 19

Customer Success Onboarding Facilitation Account Planning 19

SmartKarrot

APRIL 8, 2022

Serve as the owner for a portfolio of high-value accounts, responsible for meeting key performance metrics. Develop strategies to increase account value while ensuring the highest possible retention metrics in the industry. Develop & maintain Key Account Plans supported by regular onsite customer reviews.

Customer Success 19

Customer Success Government Innovation Leadership 19

SBI Growth

FEBRUARY 20, 2013

They don’t have confidence in your forecast or the data in your CRM. Most sales organizations use documents with similar names. Opportunity Plans, Account Plans, etc. This is where the rubber meets the road. Put together a plan to implement, monitor and reinforce the tools use in place. Not entirely.

Sales 113

Sales Account Planning Sales Leadership Leadership 113

Arpedio

NOVEMBER 7, 2022

The MEDDIC sales methodology is well-suited for enterprise sales organizations as enterprise sales (almost always) require 1) engagement from numerous stakeholders, and 2) a complex solution to meet their needs. And don’t forget to document your sales conversations. Identify Pain. What is the pain the company is trying to solve?

e-Learning 52

e-Learning Decision-making B2B Sales 52

Arpedio

NOVEMBER 7, 2022

The MEDDIC sales methodology is well-suited for enterprise sales organizations as enterprise sales (almost always) require 1) engagement from numerous stakeholders, and 2) a complex solution to meet their needs. And don’t forget to document your sales conversations. Identify Pain. What is the pain the company is trying to solve?

e-Learning 52

e-Learning Decision-making B2B Sales 52

SBI

JULY 21, 2020

Develop an account-based marketing plan that sales and marketing agree upon but, be agile to changing needs of key individual accounts. Account-based marketing plans will look to data to help formulate the accounts that are potentially soon to be in-market for your products. Don’t be distracted by this.

Sales 56

Sales Retail Marketing B2B 56

Arpedio

JANUARY 26, 2022

By performing White Space Analysis on your key accounts, you’ll be able to: Spot opportunities for cross- and upselling. Meet the unspoken and unmet needs of your existing customers, or even uncover opportunities, like new target audiences or new ways to improve your existing products or services. Make collaboration easier.

Account Management 52

Account Management B2B Key Account Management Co-Creation 52

Arpedio

JANUARY 26, 2022

By performing White Space Analysis on your key accounts, you’ll be able to: Spot opportunities for cross- and upselling. Meet the unspoken and unmet needs of your existing customers, or even uncover opportunities, like new target audiences or new ways to improve your existing products or services. Make collaboration easier.

Account Management 52

Account Management B2B Key Account Management Co-Creation 52

SBI

APRIL 16, 2018

TechTarget Priority Engine : Fully integrated with major CRM and Marketing Automation Platforms, Priority Engine is a SaaS-Based solution that provides direct, real-time access to ranked accounds AND named prospects actively researching purchases in specific technology categories. View the guide here. Who to Sell to & Why. How to Close.

Digital Transformation 11

Digital Transformation Onboarding Sales Digitalization 11