Upland

FEBRUARY 3, 2023

Relationship mapping refers to the process of outlining the inner workings of an organization – the decision makers, influence, and political structure – to ascertain the path of least resistance to building meaningful relationships with stakeholders. With relationship maps, however, you can get more specific about your goals.

Account Strategy 195

Account Strategy Stakeholders B2B Decision-making 195

DemandFarm

APRIL 11, 2023

Integration with Existing Systems One of the main challenges of adopting Digital Key Account Management is integrating it with existing systems. Integrating a new Digital Key Account Management tool with these existing systems can be complex and time-consuming, requiring significant investment in IT infrastructure and resources.

Key Account Management 52

Key Account Management Account Management Digitalization Management 52

SBI

JULY 1, 2020

Now, with the economic uncertainties of 2020, sales teams of all sizes are desperate for a more strategic approach to building dependable and ongoing opportunities to optimize customer revenue in their most strategic accounts. To uncover hidden revenue in your key accounts, focus on these 5 strategies that great companies get right.

Account Planning 72

Account Planning Decision-making Stakeholders Leadership 72

ProlifIQ

FEBRUARY 3, 2023

Eddie Hanson, Josh Gregg, and Erik Dunnigan broke down how they’re leading their organizations into the current climate with a mindset of hitting the revenue number. They shared how they’re structuring their teams, how their reps are being positioned to grow their largest accounts and the strategy they’re using to win more enterprise deals.

Account Planning 52

Account Planning Stakeholders Decision-making Sales 52

ProlifIQ

FEBRUARY 27, 2023

Key Account Management is a strategic approach to managing a company’s relationships with its most valuable customers. Gartner calls it “ managing a mutually beneficial partnership between an organization and its most important customers.”

Key Account Management 52

Key Account Management Account Management Management Prioritization 52

SalesGlobe

NOVEMBER 10, 2023

You can build the best sales organization out there with well-defined roles and responsibilities from lead generation to close activities, but if you can’t figure out how to create a connection with your customer, it’s all for naught. So where does an organization start, and how do they create the right connection with the customer?

Sales 52

Sales Account Planning B2C Organization 52

Arpedio

OCTOBER 17, 2023

Leadership and team management in account management Effective leadership and team management play a pivotal role in the success of an account management team. Work-life balance: Promote a healthy work-life balance, ensuring that account managers can recharge and maintain well-being. Superior together.

Account Management 52

Account Management Management Client Relationships Emotional Intelligence 52

ProlifIQ

APRIL 5, 2023

Account Planning Best Practices Sales account planning is a critical aspect of any business that seeks to manage its customers effectively and generate more revenue. An action plan that outlines the sales account planning process is crucial for any company that wants to succeed.

Account Planning 52

Account Planning Value Proposition Account Management Key Account Management 52

Arpedio

MARCH 7, 2022

ABM should be customer-led and team-enabled Sales and marketing need to co-orchestrate the account plan Mapping out the customer journey is absolutely crucial ABM starts with a mindset change and management needs to support this cultural shift Watch the LinkedIn Live session here. Key takeaways.

Co-Creation 52

Co-Creation Account Management Account Planning Key Account Management 52

ProlifIQ

FEBRUARY 23, 2023

Talk Track: “Can you give me a sense of how your sales organization is laid out? The reason I ask is that our solution tends to affect multiple functions, from Sales Ops to Business Development and Account Management, and it’s helpful to have a lay of the land of your GTM function”. Don’t hesitate to reach out if I can help”.

Stakeholders 52

Stakeholders Account Planning Decision-making Facilitation 52

PartnerTap

OCTOBER 1, 2023

This requires that sales reps are incentivized and encouraged to co-sell, and critically, that there is buy-in at all the right levels and areas of leadership. Account mapping should not be the core activity at annual and quarterly partner planning meetings.

Investors 75

Investors CRM Digitalization Account Planning 75

Revegy

MAY 14, 2018

According to a CSO Insights study, companies that engage in effective ongoing key account planning have win rates nearly double that of companies without a formal process. What would a 9 to 11-point increase to your key account growth mean for your organization? The Strategic Cost of Key Accounts.

Co-Creation 53

Co-Creation Key Account Management Account Management Account Planning 53

ProlifIQ

NOVEMBER 15, 2022

Tier your top accounts and align with key account managers and sellers to decide if they’re who you should be pursuing as customers. Did recent economic news negatively impact that account? Has there been a leadership change along with shifting initiatives? Who are the key stakeholders in these sales organizations? .

Account Management 52

Account Management Stakeholders CRM Key Account Management 52

PandaDoc

APRIL 21, 2023

However, this is sometimes easier said than done, and many sales organizations struggle to develop a strategy that gets real results. Benefits of implementing successful account management strategies Successful account management strategies enable you to build win-win alliances with your most significant clients.

Key Account Management 52

Key Account Management Account Management Management Prioritization 52

Hubspot Sales

MARCH 18, 2019

Despite the potential benefits of key account management to your bottom line, it's not a good fit for every organization. Before you go all-in on a key account strategy, consider the following points. How to Identify Key Accounts. Your organization needs an explicit, strict definition of key accounts.

Key Account Management 125

Key Account Management Account Management Management Account Strategy 125

Hubspot Sales

AUGUST 25, 2018

They bring in thousands of organic views to our blog each month, which means thousands of people actively search for this information regularly. Many organizations take it for granted that their managers know how to effectively manage performance. Creating account plans that map the key decision makers and influencers.

Sales 111

Sales Acquisition Account Planning Sales Management 111

SBI

AUGUST 2, 2019

Sales personnel spend significant time in their CRM systems, so having both companies’ technologies integrated on one platform will make their jobs easier and help them reach their targets. Today, users and organizations expect integration. Account Planning. Melody Astley, VP of Sales and Strategy for FinListics.

Account Planning 32

Account Planning Account Management CRM B2B 32

SBI

AUGUST 1, 2019

Today, users and organizations expect integration. Sales personnel spend significant time in their CRM systems, so having both companies’ technologies integrated on one platform will make their jobs easier and help them reach their targets.”. “At Account Planning. About Revegy. About Finlistics. Industry News.

Account Planning 34

Account Planning Account Management B2B CRM 34

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. Ensure retention and growth of associated clientele.

Customer Success 19

Customer Success Onboarding Leadership CRM 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. Maintain our CRM and pipeline systems up to date.

Customer Success 19

Customer Success Leadership Facilitation Account Planning 19

SmartKarrot

FEBRUARY 17, 2023

Apply here: [link] Source (LinkedIn): [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

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. Contributing to the EMEA CS Leadership team, helping us maintain a cohesive team who delivers the best-in-class results.

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]. Assist in onboarding new customers.

Customer Success 19

Customer Success Onboarding Facilitation Account Planning 19

SmartKarrot

APRIL 8, 2022

Organization: BetterUp. 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. Organization: Athelas. Organization: GfK.

Customer Success 19

Customer Success Government Innovation Leadership 19

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. Be the point of contact for Accounts and be responsible for the growth of the customer.

Customer Success 19

Customer Success Onboarding Account Planning 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. Put together a plan to implement, monitor and reinforce the tools use in place. You and sales leadership will gain confidence in the forecast.

Sales 113

Sales Account Planning Sales Leadership Leadership 113

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

OCTOBER 30, 2023

On a recent episode of the “Thoughts on Selling” podcast, host Lee Levitt sat down with Ulrik Monberg, CEO of ARPEDIO, to delve deep into the realm of account-based selling. In this episode, Lee interviews Ulrik Monberg , Founder and CEO of ARPEDIO, to explore the keys to success in Account-Based Selling.

Co-Creation 52

Co-Creation Account Planning Artificial Intelligence Leadership 52

SmartKarrot

OCTOBER 6, 2022

The key responsibility of an account manager is to retain customers and work as an intermediary for the organization’s sales team. As an enterprise operating in the SaaS (Software As A Service) environment, we understand the importance of having a strong account manager for the company’s overall growth. Account planning.

Account Management 10

Account Management Management Negotiation Stakeholders 10

SBI

APRIL 4, 2018

In this series, we ask Sales Tech Executives to describe how their solution can change a sales organization in a significant way. Nancy: What are the top 3 ways your solution changes the game for a sales organization? Salespeople can be over 50% more productive when building and refreshing account plans.

B2B 20

B2B Sales Decision-making Account Planning 20

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.

Customer Success 10

Customer Success Stakeholders Customer Experience Government 10

Arpedio

MARCH 18, 2024

Among these strategies, account mapping has emerged as a cornerstone methodology that fosters sales process optimization and drives sustainable growth. As we delve deeper, let us unfold the multiple layers of account mapping and its pivotal role in sculpting success in B2B sales.

B2B 52

B2B Stakeholders Sales Decision-making 52

Mike Kunkle

MAY 11, 2022

I’ve been involved in sales transformations that were entirely focused on getting the best-possible performance out of the sales force (ranging from a 30 to 600 percent increase in sales), independent of retooling the rest of the organization. In my experience, the potential for improvement in most sales organizations is significant.

Co-Creation 130

Co-Creation Sales Sales Training Decision-making 130

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-based marketing.

Artificial Intelligence 52

Artificial Intelligence Value Proposition Account Management Co-Creation 52

SmartKarrot

JANUARY 5, 2022

Role: Director of Customer Success Location: Remote, United States Organization: Verdata As a Director of Customer Success, you will network across the fintech ecosystem to find relevant Verdata partnership opportunities. Liaise with company leadership to determine and build marketing materials to support business development efforts.

Customer Success 2

Customer Success CRM Stakeholders Client Relationships 2

Luminas Strategy

SEPTEMBER 26, 2022

Specifically, where Sales Enablement is most effective there are regular conversations around the Sales organization’s biggest challenges: visibility into accounts; unrealistic quotas; confusion around the sales incentive plan; dashboards that don’t reflect how the sales team is actually performing. Give parameters.

Finance 52

Finance Sales Account Planning Organization 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