Janek Performance Group: Account Planning

JULY 25, 2023

All sales organizations need new business to thrive and grow. As such, they often prioritize new accounts. For salespeople, this means tighter budgets, more decision makers, and longer sales cycles. Clearly, in times like these, organizations cannot just rely on new business to generate revenue.

Account Planning 52

Account Planning Prioritization Decision-making Organization 52

Arpedio

FEBRUARY 14, 2024

Welcome to our comprehensive guide on strategic account planning – a vital practice for businesses looking to achieve long-term success and foster strong customer relationships. In today’s competitive landscape, having a well-defined account plan is essential to effectively manage key accounts and drive growth.

Account Planning 52

Account Planning Account Management Value Proposition Stakeholders 52

Arpedio

FEBRUARY 14, 2024

Welcome to our comprehensive guide on strategic account planning – a vital practice for businesses looking to achieve long-term success and foster strong customer relationships. In today’s competitive landscape, having a well-defined account plan is essential to effectively manage key accounts and drive growth.

Account Planning 52

Account Planning Account Management Value Proposition 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

SalesPop

MARCH 19, 2021

I recently discovered through research just how much of an impact real account planning can have on company success. 93 percent of all world-class sales organizations have long-term objectives with regard to their key accounts. Account Planning Basics.

Account Planning 98

Account Planning Energy and Utilities Account Management CRM 98

Upland

MARCH 13, 2023

Sales forecasting is equal parts art and science, right? The ‘art’ aspect of sales forecasting doesn’t need to be an educated guest. What is a Sales Forecast? Is Sales Forecasting Outdated? Some claim that sales forecasting is outdated. However, sales forecasting is still relevant today.

Prioritization 195

Prioritization Account Planning Sales Decision-making 195

Strategic Account Management Association

AUGUST 6, 2021

Form an organizational capability around co-creating products and solutions with our customers Redesign our philosophy around our customers’ needs Make a positive business impact on our customers’ operations Ingrain a deeply customer-centric vision and mission for sales. A new central commercial organization was born.

Supply Chain 520

Supply Chain Logistics Co-Creation e-Learning 520

Upland

JUNE 1, 2023

Leveraging account planning can be the best way to unlock the full effect of your land and expand strategy. A land and expand sales strategy is all about landing a deal with a new customer, and then providing excellent service and value with the goal of growing with your customer into new opportunities as they arise.

Account Planning 195

Account Planning Sales Customer Knowledge Account Management 195

ProlifIQ

APRIL 8, 2021

If you want to maximize sales revenue, you need to put a method to the madness. Create a systematic plan to go after major accounts without dragging out sales cycles and inaccurately forecasting your quarterly pipeline. . When Do You Need Account-Based Selling? Longer sales cycles. How do you do this?

Account Planning 91

Account Planning Key Account Management Decision-making Account Management 91

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. Aspirational account planning revolves around how you think about and with the customer.

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

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.

CRM 52

CRM Artificial Intelligence B2B Account Management 52

Revegy

JANUARY 18, 2021

In a webinar with Nancy Nardin of Smart Selling Tools, and Mark Kopcha, CEO of Revegy, discussed the importance of relationship intelligence and the relationship map drive sales success. How Does CRM Tackle the Relationship and What’s Missing? However, CRM is not tackling the relationship piece as it should.

CRM 119

CRM Procurement Stakeholders Facilitation 119

Upland

MARCH 19, 2021

No matter how great your sales team is, it’s always easier and more cost effective to upsell existing customers. What if we told you that measuring the whitespace potential in accounts can mean life or death for many B2B companies? Increased account penetration boosts revenue. The most overlooked sales channel.

Account Planning 195

Account Planning B2B Sales Sales Environment 195

ProlifIQ

JUNE 29, 2020

Financial services and account planning go together like peanut butter and jelly, like bacon and eggs, or like a burger and fries. Here are 8 reasons financial services companies need account planning. . Stay Organized. By now you’re probably hungry – to learn why exactly this is a dynamic duo! Org Charts.

Financial Services 52

Financial Services Account Planning Key Account Management Account Management 52

ProlifIQ

JUNE 29, 2020

Financial services and account planning go together like peanut butter and jelly, like bacon and eggs, or like a burger and fries. Here are 8 reasons financial services companies need account planning. . Stay Organized. By now you’re probably hungry – to learn why exactly this is a dynamic duo! Org Charts.

Financial Services 52

Financial Services Account Planning Key Account Management Account Management 52

ProlifIQ

APRIL 8, 2021

If you want to maximize sales revenue, you need to put a method to the madness. Create a systematic plan to go after major accounts without dragging out sales cycles and inaccurately forecasting your quarterly pipeline. . When Do You Need Account-Based Selling? Longer sales cycles. How do you do this?

Account Planning 52

Account Planning Key Account Management Decision-making Account Management 52

Hubspot Sales

SEPTEMBER 28, 2020

Your CRM should be a one-stop-shop for all the information you need to manage your business. However, for many entrepreneurs and sales reps, using their CRM is less than enjoyable. The answer to these questions is yes if your CRM and accounting software are working in tandem with one another. Quickbooks Online.

CRM 108

CRM Small Business Finance Software 108

Upland

APRIL 20, 2023

You need a strategy to defend and grow revenue in not only key accounts, but in every account. Here’s where having a sales account management strategy becomes indispensable. Through account management, your team can seek to establish themselves as trusted advisors to customers.

Account Management 195

Account Management Management Account Planning Decision-making 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. Account Management Build powerful account plans in Salesforce.

B2B 52

B2B Account Planning Facilitation Sales 52

Upland

SEPTEMBER 29, 2023

Stakeholder mapping in sales is the process of mapping out key decision makers within the buying group of the account you are looking to do business with. Stakeholder Mapping is Important Because of Buying Groups Selling must be complicated because modern B2B sales are complicated. What are their motivations?

Stakeholders 195

Stakeholders Sales Decision-making Internet 195

Upland

APRIL 5, 2023

Relationship management has never been more important in sales, and it takes a revenue team to build vital relationships with the people that matter. What is a Revenue Operations Team? This includes, primarily, people in marketing, sales, and customer success teams. Do You Need a Revenue Team? That depends.

Account Planning 195

Account Planning Customer Success B2B Decision-making 195

Hubspot Sales

JULY 22, 2020

Sales always has been, and always will be, about closing the deal. 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%. Sales Productivity Tools. HubSpot Sales Platform. Gamifier makes sales performance fun.

Account Planning 113

Account Planning Sales CRM Prioritization 113

Upland

AUGUST 18, 2023

So while not much will change on that front, this year’s event promises to focus very heavily on the impact of AI on sales. To prep you, take a look at our guide to generative AI for sales , which includes an intro to Sales GPT from Salesforce. Excited about Sales GPT and wondering how it will impact your organization?

Artificial Intelligence 195

Artificial Intelligence Account Planning Innovation Digital Transformation 195

Upland

JULY 10, 2023

Altify Insights rewrites the rules on what best-in-class looks like in B2B sales solutions. It doesn’t show you which members of the organization support your solution or are against you. And it certainly doesn’t help you understand the key challenges your contacts within accounts face, or their motivations.

Decision-making 195

Decision-making B2B Account Planning Software 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. This is essentially the industry standard way a sales team and customer success managers think about account management.

Account Planning 52

Account Planning CRM Customer Success Decision-making 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. But before you jump head-first into the sales process, there are four fundamental things you must know: 1. Most importantly, you’ll need to assess how import- ant this initiative is for the organization.

Account Planning 195

Account Planning Suppliers Decision-making Leadership 195

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

ProlifIQ

APRIL 21, 2023

Account Planning Growth Strategy For businesses looking to grow their revenue and achieve their goals, an effective account growth strategy is essential. This strategy involves developing a comprehensive plan to manage and grow the customer accounts that are critical to the business’s success.

Account Growth 52

Account Growth Account Planning Key Account Management Account Management 52

Hubspot Sales

SEPTEMBER 16, 2020

If you ask most executives if they have a sales process , they’ll immediately say yes. But when you ask them to describe their sales process, their descriptions vary wildly. To some, a sales process means milestones in their sales pipeline. To others still, it means a key account plan. Call Management.

Account Management 127

Account Management Sales Account Planning CRM 127

Mike Kunkle

MAY 11, 2022

Sales Transformation. 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. The Elements of Sales Force Effectiveness.

Co-Creation 130

Co-Creation Sales Sales Training Decision-making 130

Arpedio

MARCH 26, 2024

In today’s competitive business landscape, the role of pre-sales strategy in driving business success cannot be overstated. Let’s delve into the importance of pre-sales strategy and its impact on overall business success. Let’s delve into the importance of pre-sales strategy and its impact on overall business success.

Value Proposition 52

Value Proposition Prioritization Sales Organization 52

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

Arpedio

MARCH 18, 2024

In the competitive world of B2B sales, leveraging precise and sophisticated sales strategies is not just an option but a necessity for success. Among these strategies, account mapping has emerged as a cornerstone methodology that fosters sales process optimization and drives sustainable growth.

B2B 52

B2B Stakeholders Sales Decision-making 52

Xant

JUNE 16, 2021

Revenue operations are the behind-the-scenes happenings in a sales org. Operations (ops) define processes, implement strategies, enable sales teams to do their work, and ultimately drive results. Without a revenue operations role, marketing and sales teams would have no strategy and no process. What is Rev Ops? Random outreach.

CRM 105

CRM Sales Prioritization Decision-making 105

Arpedio

APRIL 15, 2024

What is Sales Enablement? In order to improve sales effectiveness and drive revenue growth, it is crucial to have a clear understanding of sales enablement. This strategic approach aligns marketing and sales efforts, enhances buyer interactions, and optimizes the sales process.

Sales Training 52

Sales Training Sales Decision-making Account Planning 52

SalesGlobe

NOVEMBER 10, 2023

And it’s the same for sales. As I was preparing to speak at a conference on “Building a Modern Sales Structure, from KPIs and What Matters Most” I kept shifting my thinking to “what matters most”. I continue to engage with our clients, who are mostly focused on solving their greatest sales challenges centered around growth.

Sales 52

Sales Account Planning B2C Organization 52