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

Account Manager Tips

NOVEMBER 16, 2022

Too many clients, not enough time Key account managers have a lot of clients. From procurement, to executives, to end users and everything in between. How do you maintain those critical customer relationships, especially as you grow, get more accounts, launch more services, solve more issues? Worth a click Quote of the week.

Key Account Management 130

Key Account Management Account Management Procurement Communication 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 Management Skills

AUGUST 24, 2021

In this episode, I talk to Alex Raymond from Kapta about everything to do with account management processes. Not project management systems, not CRM systems, but having a dedicated system to guide the agency account management team, when it comes to managing and delve developing existing client relationships. Jenny 06:11.

Account Management 98

Account Management Management Account Planning Co-Creation 98

Account Manager Tips

JULY 9, 2020

That way you won't miss any important requirements in your 90 day plan and ensure you use the right terminology rather than generic objectives and results. For example don't say "meet with key stakeholders" when the job description has identified who those stakeholders are and you can say "meet with Product Management and Technical" instead.

Account Management 130

Account Management Management Key Account Management Stakeholders 130

SBI

NOVEMBER 7, 2019

Account Planning. Revegy, the enterprise account planning platform for revenue optimization, rolled out two new features in its Fall Release: Whitespace+ and Contacts+. Account Planning. Account Planning. Account Planning. Industry News. Industry News. Sales Enablement.

Acquisition 20

Acquisition Account Planning B2B Onboarding 20