ProlifIQ

APRIL 8, 2021

Create a systematic plan to go after major accounts without dragging out sales cycles and inaccurately forecasting your quarterly pipeline. . Here, we’ll talk about how an account planning strategy can help you shorten your selling cycle and close major deals even faster than before. A higher number of stakeholders.

Account Planning 91

Account Planning Key Account Management Decision-making Account Management 91

Revegy

JANUARY 18, 2021

How Does CRM Tackle the Relationship and What’s Missing? CRM has been around for 30 years – it started as a combination of 3 different types of technology – marketing automation, sales force automation, and customer support. However, CRM is not tackling the relationship piece as it should.

CRM 119

CRM Procurement Stakeholders Facilitation 119

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. AI is about trust.

CRM 52

CRM Artificial Intelligence B2B Account Management 52

ProlifIQ

APRIL 8, 2021

Create a systematic plan to go after major accounts without dragging out sales cycles and inaccurately forecasting your quarterly pipeline. . Here, we’ll talk about how an account planning strategy can help you shorten your selling cycle and close major deals even faster than before. A higher number of stakeholders.

Account Planning 52

Account Planning Key Account Management Decision-making Account Management 52

Upland

FEBRUARY 3, 2023

Relationship mapping refers to the process of outlining the inner workings of an organization – the decision makers, influence, and political structure – to ascertain the path of least resistance to building meaningful relationships with stakeholders. What is a Relationship Map in B2B Sales?

Account Strategy 195

Account Strategy Stakeholders B2B Decision-making 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. . Understanding key stakeholders will help you expand your network with a clear path forward. . Stay Organized.

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. . Understanding key stakeholders will help you expand your network with a clear path forward. . Stay Organized.

Financial Services 52

Financial Services Account Planning Key Account Management Account Management 52

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

Strategic Account Management Association

OCTOBER 14, 2021

A while ago, I came across a discussion about the optimal way to capture strategic customers in a customer relationship management (CRM) tool in a way that enables effective, efficient account planning using account planning applications or tools. A Generic Complex Mega-Strategic Account.

Account Planning 520

Account Planning CRM Account Management Decision-making 520

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. 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

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

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

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. Certain industries?

Account Management 52

Account Management Management Account Planning Key Account Management 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. 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

OCTOBER 11, 2021

Define the role of your KAMs or SAMs as leaders in your business SAMA offers a vital community to accelerate KAM programs It’s Strategic Account PlannING, not Account Plan Digital has permanently transformed the KAM role. SAMA is a global non-profit organization with more than 15,000 members. Denise Freier.

Key Account Management 98

Key Account Management Account Management Co-Creation Management 98

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. Assess client health based on their own customized best practices. Superior together.

Customer Success 52

Customer Success Account Management Facilitation Stakeholders 52

DemandFarm

APRIL 11, 2023

Integration with Existing Systems One of the main challenges of adopting Digital Key Account Management is integrating it with existing systems. Integrating a new Digital Key Account Management tool with these existing systems can be complex and time-consuming, requiring significant investment in IT infrastructure and resources.

Key Account Management 52

Key Account Management Account Management Digitalization Management 52

ProlifIQ

NOVEMBER 9, 2022

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. This should include a customer relationship management (CRM) system, an account planning tool , sales engagement software, or a marketing automation tool.

Leadership 52

Leadership Account Planning Sales Leadership Stakeholders 52

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. That’s where Clarity CX1™ comes in. Request a CX1™ Demo Here. CX1™ is different.

Stakeholders 91

Stakeholders Decision-making Account Planning Prioritization 91

Arpedio

JANUARY 4, 2024

As businesses vie for market dominance, an articulate account strategy empowers organizations to deepen customer relationships and scale their operations effectively. Prepare to unlock the intricacies of account mapping and embark on a path to unmatched sales proficiency.

B2B 52

B2B Sales Decision-making CRM 52

Arpedio

APRIL 30, 2024

Implement your preferred methodology in Salesforce, today Ensure that your defined best practice or sales methodology is being followed, accelerated, and rolled out for the entire organization. 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

DemandFarm

APRIL 13, 2023

Key Account Management Glossary: 65 Crucial Account Management Terms Explained Account Hierarchy: Account Hierarchy is the structure and organization of key accounts within a company visualized in a hierarchical system of decision-makers and stakeholders.

Key Account Management 52

Key Account Management Account Management Management Value Proposition 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

FEBRUARY 23, 2023

This will give you insight into the other players you’ll want to connect with and primes them to understand your solution affects multiple functions/stakeholders. This puts you in a position to bring a distinct POV to those stakeholders you just uncovered. Typically, those purchases required multiple stakeholders to be involved.

Stakeholders 52

Stakeholders Account Planning Decision-making Facilitation 52

ProlifIQ

FEBRUARY 3, 2023

Eddie Hanson, Josh Gregg, and Erik Dunnigan broke down how they’re leading their organizations into the current climate with a mindset of hitting the revenue number. They shared how they’re structuring their teams, how their reps are being positioned to grow their largest accounts and the strategy they’re using to win more enterprise deals.

Account Planning 52

Account Planning Stakeholders Decision-making Sales 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

Hubspot Sales

SEPTEMBER 16, 2020

To others still, it means a key account plan. Many sellers engage in opportunity planning when they pose questions such as: What business problem are you trying to solve for the customer? Who are the stakeholders you need to engage with? What plan of action will keep the relationship healthy and profitable?

Account Management 130

Account Management Sales Account Planning CRM 130

ProlifIQ

FEBRUARY 13, 2023

This is especially critical when dealing with large accounts with the potential to upsell. 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. This is where the account plan comes in handy.

Account Planning 52

Account Planning Onboarding Sales Customer Success 52

Account Manager Tips

NOVEMBER 16, 2022

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. You can set this up easily in tools like Microsoft Teams (using OneNote ) or Notion.

Key Account Management 130

Key Account Management Account Management Procurement Communication 130

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

ProlifIQ

MARCH 19, 2021

First, you need to understand the process and how to use this tool within an overall sales account plan. Think of the deal that landed you the enterprise account. As you plug new contacts and new data into your Salesforce CRM, you’ll start to notice an interesting trend. How did it come about?

Account Planning 52

Account Planning Stakeholders CRM Profitability 52

ProlifIQ

MARCH 19, 2021

First, you need to understand the process and how to use this tool within an overall sales account plan. Think of the deal that landed you the enterprise account. As you plug new contacts and new data into your Salesforce CRM, you’ll start to notice an interesting trend. Start From the Initial and Move From the Ideal.

Account Planning 52

Account Planning Stakeholders Profitability CRM 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. In stakeholder mapping, you need to: Define stakeholder goals: what are their biggest priorities? You need to understand the entire account landscape.

Stakeholders 195

Stakeholders Sales Decision-making Internet 195

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

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