ProlifIQ

APRIL 12, 2024

Upsell & Cross-Sell From Your CRM Implementing effective cross-selling and upselling strategies can provide tremendous benefits for growing your business revenue and building customer loyalty. Products Purchased: Your CRM system should indicate which specific products, SKUs, or service lines were purchased in the deal.

CRM 52

CRM Prioritization Profitability Business Growth 52

Strategic Account Management Association

AUGUST 6, 2021

These efforts were flanked by partnering with a solution provider for the establishment of account-based marketing principles with a focus on strategic key accounts, as well as technology partners for the implementation of a state-of-the-art CRM system. Embarking on a Three-Tiered Change Initiative. Tier 2: Applied Processes.

Supply Chain 520

Supply Chain Logistics Co-Creation e-Learning 520

Account Manager Tips

MAY 14, 2021

That's what key account management is about after all. Schedule your QBR's: Get your review meetings in the diary for the year. Create a contact plan: Create a plan to engage with ALL your clients, not just your favourites or those that make the most noise. If you don't do account plans, start.

Key Account Management 218

Key Account Management Account Management Management Account Planning 218

Upland

AUGUST 18, 2023

Enjoy and unwind with other leaders over cocktails, hors d’oeuvres, and great conversations. That can be done via the following link. For a deeper look at Altify, one-on-one meetings are your best bet Speaking of the iconic Salesforce Tower, ever wanted to have a business meeting there? Well, now you can! Don’t miss out!

Artificial Intelligence 195

Artificial Intelligence Account Planning Innovation Digital Transformation 195

Upland

APRIL 20, 2023

Sellers can take these lessons and use them to land new, key accounts, but also grow revenue in all accounts. Through a combination of best practices, relationship mapping, and account planning, sellers and account managers can retain their status as trusted advisors, and keep the howling, lone wolves at bay.

Account Management 195

Account Management Management Account Planning Decision-making 195

Upland

MARCH 19, 2021

Increased account penetration boosts revenue. Even as account planning, cross-selling and upselling are buzzwords in professional services and other B2B industries, there is often not a great handle on how much opportunity exists in current accounts, or how the company is performing on delivering against that upside.

Account Planning 195

Account Planning B2B Sales Sales Environment 195

ProlifIQ

FEBRUARY 8, 2023

Where are you as a company not meeting business requirements for your customers? This is essentially the industry standard way a sales team and customer success managers think about account management. For example, the CRM can show the results of previous account plans and identify areas where improvements can be made.

Account Planning 52

Account Planning CRM Customer Success Decision-making 52

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

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 117

Account Planning Sales CRM Prioritization 117

Upland

OCTOBER 21, 2022

Account planning has never been so necessary – or so challenging – to get right. When used effectively, account planning benefits businesses by delivering more revenue, happier customers, and more effective sales teams. . But what exactly is account planning, and why is it so important in 2023? .

Account Planning 195

Account Planning Leadership Software Software 195

ProlifIQ

OCTOBER 4, 2023

What It Is Account management strategy is the roadmap that guides your interactions with key accounts. It encompasses a series of well-thought-out actions designed to meet your goals and objectives while ensuring customer satisfaction, retention, and expansion. It lays out a detailed plan for each key account.

Account Management 52

Account Management Management Account Planning Key Account Management 52

Account Manager Tips

NOVEMBER 16, 2022

Use meeting scheduling apps 7. Create recurring milestone meetings 11. For example, my CRM ( Salesmate ) has sequences and email templates that allow me to setup set up a personalized conversational flow. Share your online meeting scheduling link with your clients and encourage them to use it anytime they'd like to talk to you.

Key Account Management 130

Key Account Management Account Management Procurement Communication 130

Arpedio

NOVEMBER 20, 2023

Sector Recycling industry Website www.genan.com ← Back to case studies The Challenges Faced with operational challenges and a disjointed CRM system, Genan sought a solution to harmonize processes and enhance transparency. The Solutions Thomas Ballegaard , Genan’s Chief Commercial Officer, recognized the need for a robust CRM platform.

Innovation 52

Innovation CRM Account Planning Stakeholders 52

Arpedio

APRIL 30, 2024

By consistently providing exceptional service, resolving issues promptly, and going above and beyond to meet customer expectations, you can create loyal advocates who are more likely to continue doing business with you and refer others to your brand.

Account Growth 52

Account Growth Client Relationships Business Growth CRM 52

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

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. Task management is already a highly developed part of Pipeliner CRM.

Account Management 98

Account Management Management Innovation Account Planning 98

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

ProlifIQ

NOVEMBER 9, 2022

That means when a conversation begins with your selling team, it can be assumed that most of these people aren’t going into their first discovery meeting blind. As a seller, this means you must also be consultative and understand not just your own product, but also the competitive landscape within each target account.

Leadership 52

Leadership Account Planning Sales Leadership Stakeholders 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

FEBRUARY 26, 2024

Your daily tasks include, but is not limited to : Setting up for lunch Welcoming guests Preparation of meetings Maintaining a clean and welcoming office Grocery shopping Delivering and picking up dry cleaning Assisting with research and events The position is calculated to 15-20 hours a week. Superior together.

B2B 52

B2B Innovation Sales Training Account Planning 52

Arpedio

JUNE 20, 2023

The Customer Success team struggled to find a tool that could meet the issues they were facing. Natively integrate with their Salesforce CRM to secure both adoption and access to all relevant client information within one system, as well as being able to combine the health score with other data points in the CRM.

Customer Success 52

Customer Success Account Management Facilitation Stakeholders 52

Sales Outcomes

AUGUST 30, 2021

Look Into CRM Adoption & Usage. Look Into CRM Adoption & Usage. CRM adoption and usage tend to fall with buoyant growth, and sales leaders focus on the results. Sales leaders give less attention to account planning, CRM data quality and hygiene, lead management, and opportunity management.

Virtual Selling 52

Virtual Selling Supply Chain Value Proposition Sales 52

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

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. These powerful tools offer a centralized platform that simplifies a wide range of tasks.

Account Management 52

Account Management Software Software Management 52

Insightly

FEBRUARY 18, 2022

CRM and customer data. For instance, marketing and customer service can get better insight into the sales process when they see phone call frequency/notes, email chains, or in-person interactions (events or quick meetings) that the sales team conducts. Get a 360 degree Unified Customer View in a Unified CRM. Behavioral data.

CRM 98

CRM Decision-making Client Onboarding Customer Experience 98

Arpedio

JANUARY 25, 2023

Difference between Strategic Account Management and Account Management 4. What should Strategic Account Management Include? Strategic Account Management Process 6. What Does A Strategic Account Manager Do? Account Planning Strategy 8. SAM Accounts 9. What Is a Strategic Account?

Account Management 52

Account Management Management Account Planning Co-Creation 52

Sales Outcomes

SEPTEMBER 13, 2021

Sales managers also struggle to engage key customers and prospects as often as needed, nor can they assist with account planning or opportunity strategy. . Client Relations activities include customer and prospect meetings, related travel, and assisting sales and support teams to execute customer relationship plans and resolve issues.

Sales 52

Sales Account Planning Performance Review Sales Management 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

Arpedio

MARCH 6, 2024

By gaining insights into client pain points and objectives, account managers can tailor solutions and services to meet their specific requirements, ultimately driving greater satisfaction and loyalty. Tailoring Approaches One size does not fit all when it comes to account management.

Account Management 52

Account Management Management Prioritization Client Relationships 52

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? Are their strategy meetings more like clarification sessions?

Co-Creation 53

Co-Creation Key Account Management Account Management Account Planning 53

DemandFarm

APRIL 13, 2023

It is used by sales and account management teams to understand how customer organizations work, identify key decision-makers, and plan their course of action. Account Review Meetings Regular meetings between a company and its key accounts to review progress, identify challenges, and set goals for future growth and collaboration.

Key Account Management 52

Key Account Management Account Management Management Value Proposition 52

PartnerTap

OCTOBER 1, 2023

Account mapping should not be the core activity at annual and quarterly partner planning meetings. Discussions around each company’s goals, designing hyper-targeted BDR campaigns, and building joint strategies to penetrate new accounts and markets together, should be.

Investors 75

Investors CRM Digitalization Account Planning 75

ProlifIQ

NOVEMBER 15, 2022

Did recent economic news negatively impact that account? 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. Don’t know?

Account Management 52

Account Management Stakeholders CRM Key Account 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

Arpedio

DECEMBER 19, 2023

This collaboration ensures a consistent, cohesive approach that resonates deeply with each target account. From CRM systems to analytics tools, technology plays a pivotal role in identifying potential accounts, tracking engagements, and analyzing results. Tools like CRM and analytics platforms are essential for this step.

Decision-making 52

Decision-making Account Planning CRM Marketing 52