PartnerTap

OCTOBER 1, 2023

And I’ve championed it in the startup world as an investor, board member, and adviser to B2B SaaS startups. Account mapping should not be the core activity at annual and quarterly partner planning meetings. Co-Sell Automation can also track co-sell activity back in your CRM and auto-register deals in your PRM.

Investors 75

Investors CRM Digitalization Account Planning 75

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.

Co-Creation 130

Co-Creation Sales Sales Training Decision-making 130

ProlifIQ

FEBRUARY 27, 2023

Try mapping out the key stakeholders inside a top account and tracking their sentiment. You can also run a report inside your CRM to see how much activity your team is putting into a key account over the span of 60-90 days and how key stakeholders have engaged over time. The proof is in the numbers.

Key Account Management 52

Key Account Management Account Management Management Prioritization 52

SBI

SEPTEMBER 10, 2019

Deeply integrated into both workflows and technology stacks, ZoomInfo powered by DiscoverOrg works seamlessly with all the leading sales, marketing and CRM platforms. ZoomInfo’s investors include TA Associates, The Carlyle Group and 22C Capital. Account Planning. It offers a key account planning and.

B2B 27

B2B Innovation Marketing Account Planning 27

SBI

FEBRUARY 4, 2019

In the near future, CRM and marketing automation systems will be defined not by their empty-box capabilities but by the data that is housed inside them.”. DiscoverOrg’s investors include TA Associates, The Carlyle Group, and 22C Capital. It offers a key account planning and. Account Targeting. About DiscoverOrg.

Artificial Intelligence 6

Artificial Intelligence B2B Investors CRM 6