SalesGlobe

FEBRUARY 11, 2021

When I hear the words “strategic account planning” in a meeting, I usually notice a range of involuntary visceral reactions, from understated moans to eye-rolls and furrowed brows. Nobody thinks of account planning as aspirational. The thinking is what makes account planning aspirational and motivational.

Account Planning 52

Account Planning Supply Chain Value Proposition Account Management 52

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

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

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

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

ProlifIQ

FEBRUARY 8, 2023

According to Gartner , the definition of customer success is as follows: “Customer success is a method for ensuring customers reach their desired outcomes when using an organization’s product or service. Where are you as a company not meeting business requirements for your customers?

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

Upland

NOVEMBER 27, 2023

Before you strategize how you’re going to sell, therefore, you have to understand the organization you’re selling to. An initiative is a project your customer is undertaking (or planning to undertake) in order to overcome their pressures and meet their goals. What language do they use to talk about the project?

Account Planning 195

Account Planning Suppliers Decision-making Leadership 195

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 116

Account Planning Sales CRM Prioritization 116

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

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

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 the load You don't have to be the only one in your organization communicating with key stakeholders.

Key Account Management 130

Key Account Management Account Management Procurement Communication 130

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

Arpedio

DECEMBER 19, 2023

The vital role of Customer Success in Account Management Explore ARPEDIO's Account Management Software ← Back to blog In recent times, companies have come to realize the significance of aligning their customer success and account management strategies. Ready streamline your account planning? Let's talk!

Account Management 52

Account Management Communication Management Artificial Intelligence 52

Arpedio

DECEMBER 19, 2023

The vital role of Customer Success in Account Management Explore ARPEDIO's Account Management Software ← Back to blog In recent times, companies have come to realize the significance of aligning their customer success and account management strategies. Ready streamline your account planning? Let's talk!

Account Management 52

Account Management Customer Success Management Artificial Intelligence 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

Insightly

FEBRUARY 18, 2022

SCVs allow cross-functional teams and organizations to use aggregated data to drive higher value business outcomes and provide high-quality customer experiences. Single customer views are imperative for organizations looking to maintain a competitive edge and provide superior customer experiences. CRM and customer data.

CRM 98

CRM Decision-making Client Onboarding Customer Experience 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

Arpedio

JUNE 20, 2023

The details and outcomes described represent a real-world business scenario but have been suitably disguised to maintain the privacy and integrity of the organization involved. The Customer Success team struggled to find a tool that could meet the issues they were facing.

Customer Success 52

Customer Success Account Management Facilitation Stakeholders 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

Sales Outcomes

AUGUST 30, 2021

Look Into CRM Adoption & Usage. While most sales organizations adapted quickly to virtual selling brought by COVID-19, the current business boon is cloaking how sales organizations are achieving their results. Look Into CRM Adoption & Usage. Few salespeople leverage virtual meeting features (e.g.,

Virtual Selling 52

Virtual Selling Supply Chain Value Proposition Sales 52

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. It could very well look like this: 1.

Account Management 52

Account Management Management Account Planning Co-Creation 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 26, 2024

Pre-sales strategy refers to the set of activities, processes, and methodologies that organizations employ to engage with potential customers before the actual sales transaction takes place. By understanding customer pain points and objectives, organizations can tailor their offerings to deliver maximum value and relevance.

Value Proposition 52

Value Proposition Prioritization Sales Organization 52

Arpedio

MARCH 6, 2024

In summary, understanding the role and significance of account management is essential for businesses aiming to thrive in today’s competitive landscape. Book demo Key Principles of Effective Account Management Communication Effective communication lies at the heart of successful account management.

Account Management 52

Account Management Management Prioritization Client Relationships 52

Sales Outcomes

SEPTEMBER 13, 2021

During the peak of the 2008-2009 financial crisis, many organizations thinned sales manager positions as part of the effort to cut costs. Sales managers also struggle to engage key customers and prospects as often as needed, nor can they assist with account planning or opportunity strategy. . Performance Management.

Sales 52

Sales Account Planning Performance Review Sales Management 52

DemandFarm

APRIL 13, 2023

Whether you’re new to Account Management or a seasoned KAM professional, this glossary can help you improve your knowledge of account management & strategic selling strategies and build stronger relationships with your most important customers.

Key Account Management 52

Key Account Management Account Management Management Value Proposition 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

APRIL 15, 2024

By establishing a strong alignment between these two departments, organizations can ensure that marketing materials, messaging, and content are tailored to meet the needs of the sales team and ultimately drive revenue. One of the key benefits of sales enablement is its ability to align marketing and sales efforts.

Sales Training 52

Sales Training Sales Decision-making Account Planning 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”. This should not slow down your deal by 2 weeks.

Stakeholders 52

Stakeholders Account Planning Decision-making Facilitation 52

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

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

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

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

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

Hubspot Sales

MARCH 18, 2019

These accounts make up the majority of the business' income. To turn buyers into business partners, a key account manager (KAM) typically provides dedicated resources, unique offers, and periodic meetings. As professional services firm BTS points out , key account programs often lead to increased costs and lower margins.

Key Account Management 126

Key Account Management Account Management Management Account Strategy 126

Arpedio

NOVEMBER 6, 2023

Sales, a pivotal function in any organization, is no exception. So, buckle up as we embark on a journey through the exciting realm of sales automation, where innovation meets the art of selling. Enhanced lead management Sales automation software provides a systematic and organized approach to lead management.

Software 52

Software Software Sales Artificial Intelligence 52