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

Arpedio

FEBRUARY 20, 2024

Navigating Account-Based Selling: CRM, AI and Customer Understanding Explore the ARPEDIO platform ← Back to blog When it comes to B2B sales, companies often find themselves wrestling with a myriad of challenges, from a lack of prospecting skills to navigating lengthy sales cycles. In this regard, AI emerges as a transformative tool.

CRM 52

CRM Artificial Intelligence B2B Account Management 52

DemandFarm

MAY 9, 2024

Imagine you’re a key account manager at a multinational corporation. Your day-to-day involves navigating complex client organizations, each with its own layered hierarchy and network of decision-makers. Keeping track of who influences which decisions and understanding the power dynamics within these organizations.

Key Account Management 52

Key Account Management Account Management CRM Client Relationships 52

Upland

NOVEMBER 27, 2023

Before you strategize how you’re going to sell, therefore, you have to understand the organization you’re selling to. Most importantly, you’ll need to assess how import- ant this initiative is for the organization. The enemy might be an operational issue rooted in organization, process, culture, skill, or tech.

Account Planning 195

Account Planning Suppliers Decision-making Leadership 195

Arpedio

FEBRUARY 15, 2024

The session covers everything you need to know about empowering sales leaders, applying Account-Based Selling (ABS) technologies and AI in Salesforce ecosystems, and the crucial interplay between technology, trust, and the future of B2B interactions. AI enhances this understanding, enabling faster and more effective resource prioritization.

B2B 52

B2B Account Planning Facilitation Sales 52

Arpedio

APRIL 30, 2024

Creating a Customer-centric Approach When it comes to account growth strategy, it is essential to prioritize creating a customer-centric approach. Among the array of technological solutions available, Customer Relationship Management (CRM) systems stand out as a pivotal tool.

Account Growth 52

Account Growth Client Relationships Business Growth CRM 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

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. Lead Qualification: Assessing leads based on criteria such as fit, interest, and readiness to buy, to prioritize sales efforts effectively.

Value Proposition 52

Value Proposition Prioritization Sales Organization 52

Hubspot Sales

JULY 22, 2020

I’ve compiled a list of 18 sales planning tools, listed here in no particular order, which can help you organize your sales process and plan calls and more with greater efficiency. It also integrates with the HubSpot CRM. You can also monitor call performance and integrate with your CRM. HubSpot Sales Platform.

Account Planning 116

Account Planning Sales CRM Prioritization 116

Xant

JUNE 16, 2021

Operations need to not only define and strategize an effective process but execute and often adapt that process to ensure it is always working for the organization. Rev ops coordinates between teams and departments to streamline and execute process and ultimately avoid overlap so that the whole organization can win and not just one team. .

CRM 105

CRM Sales Prioritization Decision-making 105

ProlifIQ

OCTOBER 4, 2023

Any other indications that can help your team understand if things are getting off on the right foot must be tracked and measured in your CRM. Account Planning: The Heart of Your Strategy The Role of Account Planning Account planning is where your strategy takes shape.

Account Management 52

Account Management Management Account Planning Key Account Management 52

Arpedio

MARCH 6, 2024

At its essence, account management goes beyond mere transactional interactions; it encompasses a holistic approach to client engagement. Rather than focusing solely on closing deals, account management prioritizes the establishment of robust, enduring relationships built on trust, transparency, and value.

Account Management 52

Account Management Management Prioritization Client Relationships 52

Hubspot Sales

SEPTEMBER 16, 2020

To others still, it means a key account plan. The account management process maximizes the long-term value of select customer relationships by continually aligning your company’s capabilities with the needs of your customer. What plan of action will keep the relationship healthy and profitable? Territory Management.

Account Management 129

Account Management Sales Account Planning CRM 129

Clarity Engagement Solutions

FEBRUARY 7, 2022

It directly supports our 4 Zones™ of Customer Engagement technology and is the 1st Industry Cloud Solution software on Salesforce Lightning to focus exclusively on Strategic Customer Engagement for organizations and field teams calling on key accounts. Growing complexity & increased competition. Longer sales cycles. •

Stakeholders 91

Stakeholders Decision-making Account Planning Prioritization 91

Arpedio

JANUARY 4, 2024

In the competitive world of B2B sales, harnessing the power of an effective account mapping strategy is key to sales optimization and revenue growth. As businesses vie for market dominance, an articulate account strategy empowers organizations to deepen customer relationships and scale their operations effectively.

B2B 52

B2B Sales Decision-making CRM 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

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 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 15, 2023

Whether you’re a sales executive looking to boost your team’s performance or a business owner seeking innovative ways to accelerate growth, this comprehensive guide will equip you with the knowledge and tools necessary to navigate the world of account-based selling technologies with confidence.

Artificial Intelligence 52

Artificial Intelligence Prioritization Decision-making Advertising 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. In summary, understanding sales enablement is essential for organizations looking to improve their sales effectiveness.

Sales Training 52

Sales Training Sales Decision-making Account Planning 52

Xant

JUNE 16, 2021

Operations need to not only define and strategize an effective process but execute and often adapt that process to ensure it is always working for the organization. Rev ops coordinates between teams and departments to streamline and execute process and ultimately avoid overlap so that the whole organization can win and not just one team. .

CRM 52

CRM Sales Prioritization Decision-making 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

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. Inspect Sales Process Adherence. Develop Virtual Selling Skills.

Virtual Selling 52

Virtual Selling Supply Chain Value Proposition Sales 52

DemandFarm

APRIL 28, 2023

As organizations around the globe continue to embrace AI-driven solutions, the gap between those who adapt and those who resist will only widen. Let’s look at the practical issues faced by organizations looking to adopt AI-driven strategies and prepare for the future of sales. AI can also assist in managing and prioritizing tasks.

Artificial Intelligence 52

Artificial Intelligence Key Account Management Decision-making Account Management 52

Miller Heiman Group

JUNE 30, 2020

And though the impact of the coronavirus will be long-lasting, sales organizations can take steps now to prepare themselves for the inevitable rebound. Maximize your use of technology to prioritize your prospects. Build a scorecard for opportunity planning. Formalize your account planning strategy.

Prioritization 78

Prioritization Sales Management Account Planning Account Management 78

Arpedio

APRIL 27, 2023

Sales enablement software can include a variety of features and functionalities, such as content management, sales training and coaching, analytics and reporting, and customer relationship management (CRM) integration. This can include sales enablement platforms, CRM systems, and marketing automation tools.

Sales 52

Sales Software Software Sales Training 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

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

PartnerTap

OCTOBER 1, 2023

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. This is exactly what we automate, eliminating the tedious game of phone tag that every channel manager knows so well.

Investors 75

Investors CRM Digitalization Account Planning 75

Sales Outcomes

MARCH 7, 2022

If the account manager is not comfortable asking for an introduction, there alternative ways to expand relationship within the account. Alternative Ways to Engage Additional Account Contacts. Senior account contacts may be signing agreements, but often, they aren’t in the CRM. Build a Relationship Map.

Account Management 52

Account Management Suppliers Prioritization CRM 52

Sales Outcomes

APRIL 12, 2021

The mission of salespeople is to achieve results for their organization and their clients to improve outcomes. . Case in point, most of our client CRM systems have lots of dashboards that provide real-time results measurement and reporting. Sales leaders are similar to basketball coaches in many respects. Behaviors vs. Results.

Sales 40

Sales CRM Acquisition Account Planning 40

Arpedio

NOVEMBER 6, 2023

Sales, a pivotal function in any organization, is no exception. Enhanced lead management Sales automation software provides a systematic and organized approach to lead management. Ease of integration: Choose software that can seamlessly integrate with your existing CRM systems and other tools.

Software 52

Software Software Sales Artificial Intelligence 52

Arpedio

MARCH 27, 2023

It also helps sales leaders and reps organize and track prospects and see how potential deals are progressing against their monthly, quarterly, or annual targets. Usually, these actions are visually portrayed directly in your CRM (if you’re using one). for tailored insights into your business. What is a Sales Pipeline? Prospecting 2.

Software 52

Software Software Management Sales 52

Arpedio

MARCH 27, 2023

It also helps sales leaders and reps organize and track prospects and see how potential deals are progressing against their monthly, quarterly, or annual targets. Usually, these actions are visually portrayed directly in your CRM (if you’re using one). for tailored insights into your business. What is a Sales Pipeline? Prospecting 2.

Software 52

Software Software Management Sales 52

Revegy

OCTOBER 2, 2019

of sales organizations don’t take advantage of account planning to grow their strategic accounts. For companies that prioritize the 20% of their business driving most of their revenue, business is more sustainable and more profitable. Unfortunately, CSO Insights notes that 56.5% Managing Your Tech Stack.

Account Growth 69

Account Growth Key Account Management Account Management Account Planning 69

Arpedio

MAY 23, 2023

In short, Sales coaching aims to help salespeople reach their sales targets, advance their sales skills, build confidence, and ultimately drive revenue growth for the organization as a whole. It’s worth noting that unlike sales managers, sales coaches prioritize individual development over meeting targets. Table of Contents 1.

Sales 52

Sales Account Management Stakeholders CRM 52

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. Prioritize culture and management training. Many organizations take it for granted that their managers know how to effectively manage performance. But what if this isn't a good thing?

Sales 111

Sales Acquisition Account Planning Sales Management 111