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People & Problems: The core of strategic account planning

Strategic Account Management Association

But as a provider of a robust set of sales management and methodology capabilities , our teams work with some of the biggest sales organizations in the world. But how, exactly, we do that—how we build account planning motions that drive real wins—rests on the twin pillars of people and problems.

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Salesforce Account Planning: Turn Data Into Relationships 

Upland

Sold on account planning but don’t know where to start? For many, account planning in Salesforce is a logical next step. Crafting structured account plans complete with vital data from Salesforce makes it easier for sellers to get the full benefit of account planning methodologies and build better relationships.

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Relationship Management Guide – Going Beyond the CRM

Upland

Relationship management in sales is all about delivering value and understanding the people and problems at play within accounts – both from prospective and current customers – in order to help solve their greatest challenges. What is relationship management? Enter the importance of relationship management.

CRM 195
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2024 State Of Account Planning: Survey Results

ProlifIQ

The State of Account Planning in 2024 2023 was a challenging year for go-to-market teams. With economic uncertainty, slowing growth, and more scrutiny on every purchase, many teams struggled to close deals and retain accounts. Win rates and customer retention are top metrics, but CRM adoption ranked high with SMBs.

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Account Planning Tools

ProlifIQ

Account Planning Tools For B2B Sales Teams Is your sales team building plans in slide decks, or spreadsheets, or storing key information about your stakeholders and accounts that isn’t easy to find? Do accounts churn when 1-2 main supporters move on? One key account planning tool is multi-threading.

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How to Supercharge Your Account Planning

Janek Performance Group: Account Planning

All sales organizations need new business to thrive and grow. As such, they often prioritize new accounts. Clearly, in times like these, organizations cannot just rely on new business to generate revenue. Clearly, in times like these, organizations cannot just rely on new business to generate revenue.

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How Aramex’s Young SAM Program Provides Strategic Value and Impact

Strategic Account Management Association

Director Global Account Management, Aramex. Aramex services include international and domestic express delivery, freight forwarding, integrated logistics and supply chain management, and e-commerce solutions. A new central commercial organization was born. Its mission is to handle defined strategic key accounts.