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. In businesses as a whole, though, over 60 percent do not even engage in account planning.

Account Planning 98

Account Planning Energy and Utilities Account Management CRM 98

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

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

Arpedio

FEBRUARY 15, 2024

AI enhances this understanding, enabling faster and more effective resource prioritization. ABS technologies, CRM systems, and AI offer solutions by enhancing account visibility, coordinating sales efforts, and providing insights. Account Management Build powerful account plans in Salesforce.

B2B 52

B2B Account Planning Facilitation Sales 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

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 108

Account Planning Sales CRM Prioritization 108

Upland

NOVEMBER 27, 2023

At this phase, places as accessible as company websites and LinkedIn feeds are your friends, as well as data captured in your CRM. And they must do so through an insight map.” Billy believes that training sellers to prioritize insights is a process that can be taught. Who do they sell to? Why are they successful?

Account Planning 195

Account Planning Suppliers Decision-making Leadership 195

Xant

JUNE 16, 2021

Ops teams traditionally rely on basic territory planning and account planning for an initial prioritization, but there isn’t really much prioritization strategy beyond that initial plan for more organizations. Everyone who is successful in a rev ops role capitalizes on the CRM. Rev Ops Tools.

CRM 105

CRM Sales Prioritization Decision-making 105

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 124

Account Management Sales Account Planning CRM 124

Arpedio

MARCH 26, 2024

Lead Qualification: Assessing leads based on criteria such as fit, interest, and readiness to buy, to prioritize sales efforts effectively. By understanding the needs, pain points, and buying behaviors of potential customers, organizations can prioritize their efforts and focus on prospects with the highest likelihood of conversion.

Value Proposition 52

Value Proposition Prioritization Sales Organization 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.

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

ProlifIQ

FEBRUARY 14, 2023

Prioritize The Right People And The Right Deals For B2B sales teams, a sales cycle is the lifeblood of their business. Building plans for deals that are your average deal size or larger will help complement the investment in consistent evaluation of your team’s pipeline. But what about stakeholders? How was the lead sourced?

Management 52

Management Prioritization Stakeholders CRM 52

Arpedio

JANUARY 4, 2024

Prepare to unlock the intricacies of account mapping and embark on a path to unmatched sales proficiency. Understanding the Fundamentals of Account Mapping The concept of account mapping basics may seem daunting at first, but it is essential for strategic account planning and overall sales enablement.

B2B 52

B2B Sales Decision-making CRM 52

DemandFarm

AUGUST 31, 2023

One that leverages Key Account Management (KAM) principles to retain customers and transform them into brand advocates. KAM principles encompass fostering robust relationships, tailoring solutions, maintaining consistent communication, prioritizing the long term, and constantly reviewing and adapting strategies.

Key Account Management 52

Key Account Management Account Management Customer Success Management 52

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

Clarity Engagement Solutions

FEBRUARY 7, 2022

. • Provides a consistent, repeatable process for strategic account management tailored to the life sciences, med-tech and financial industries. • Calculates the win probability of each opportunity. • Automates the prioritization of multiple opportunities. • Increases visibility for strategy and resource planning around key accounts.

Stakeholders 91

Stakeholders Decision-making Account Planning Prioritization 91

Upland

SEPTEMBER 29, 2023

Prioritizing finding people with influence within an account will help you earn support and avoid being blindsided by an unknown detractor. You need to understand the entire account landscape. They are not looking to be a number in a CRM – they are looking for the human touch.

Stakeholders 195

Stakeholders Sales Decision-making Internet 195

Zendesk

MARCH 21, 2022

CRM opportunity management. This helps you prioritize the deals that are most likely to close and strengthens your sales approach so you can achieve your sales goals. It’s difficult to determine which opportunities to prioritize. That’s why many businesses choose to use a CRM opportunity management software platform.

Management 98

Management Sales CRM Decision-making 98

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

PandaDoc

APRIL 21, 2023

Maintaining a partnership that prioritizes your clients’ best interests increases the chances of keeping your top accounts satisfied, and KAM programs are fundamental to ensuring customer satisfaction among key clients. You may then follow up on these referrals with an outbound prospecting strategy to secure additional accounts.

Key Account Management 52

Key Account Management Account Management Management Prioritization 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. Deepen Customer Insights. Collaborate Beyond Sales.

Account Planning 72

Account Planning Decision-making Stakeholders Leadership 72

Xant

JUNE 16, 2021

Ops teams traditionally rely on basic territory planning and account planning for an initial prioritization, but there isn’t really much prioritization strategy beyond that initial plan for more organizations. Everyone who is successful in a rev ops role capitalizes on the CRM. Rev Ops Tools.

CRM 52

CRM Sales Prioritization Decision-making 52

Mike Kunkle

MAY 11, 2022

This includes an understanding of processes, political savvy, culture, collaboration, consensus building, and the ability to execute on all the above plans effectively. How to plan and organize effectively. Strategic Account Management. Account Planning. Part of Strategic Account Management. No, it does not.

Co-Creation 130

Co-Creation Sales Sales Training Decision-making 130

ProlifIQ

FEBRUARY 27, 2023

” It involves identifying, analyzing, and prioritizing key accounts, and then allocating the necessary resources to retain and grow these accounts. This information can then lead to growth in key accounts, which further drives significant growth for the company.

Key Account Management 52

Key Account Management Account Management Management Prioritization 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

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

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

DemandFarm

APRIL 28, 2023

Read Ebook: The Future of AI-Assisted Account Planning The AI Advantage: Key Benefits for sales enablement As we explore the remarkable impact of AI on sales enablement, it’s crucial to recognize the main advantages that artificial intelligence offers. AI can also assist in managing and prioritizing tasks.

Artificial Intelligence 52

Artificial Intelligence Key Account Management Decision-making Account Management 52

Arpedio

MARCH 18, 2024

This practice allows for sales lead prioritization where the most promising potential customers ascend to the top of a salesperson’s call sheet. Therefore, the integration of account mapping within the framework of sales operations can significantly bolster the efficacy of sales lead prioritization.

B2B 52

B2B Stakeholders Sales Decision-making 52

Sales Outcomes

APRIL 12, 2021

Case in point, most of our client CRM systems have lots of dashboards that provide real-time results measurement and reporting. An essential aspect of the above example is to monitor the key sales motions (behaviors) in the CRM so that the salesperson and sales manager have visibility to motion progress. Behaviors vs. Results.

Sales 40

Sales CRM Acquisition Account Planning 40

Miller Heiman Group

JUNE 30, 2020

Maximize your use of technology to prioritize your prospects. Your CRM may offer insights into customer intent, along with real-time win-loss data, that will inform your investment of above-the-funnel activities. Build a scorecard for opportunity planning. Formalize your account planning strategy.

Prioritization 78

Prioritization Sales Management Account Planning Account Management 78

ProlifIQ

JULY 26, 2023

Using intel from individual contributors, CRM reports on closed won data and seeing which industries you do best in, along with the people that were involved. Section 4: Prioritizing and Managing Time Effectively As sales professionals, it is essential to prioritize target accounts and manage time effectively.

Prioritization 40

Prioritization CRM Management Meetings 40

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.

Account Management 52

Account Management Management Account Planning Co-Creation 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. Why isn’t everyone successful when it comes to key account management?

Account Growth 69

Account Growth Key Account Management Account Management Account Planning 69