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

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

SEPTEMBER 6, 2022

The Myth of Account Planning. Most people relate account planning to something like a quarterly business review (QBR), where sellers and leaders will give an in-depth presentation on the state of their top accounts. After all, sales is all about building relationships. Develop a Standardized Process.

Account Planning 52

Account Planning Stakeholders CRM Leadership 52

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 Is Sales Forecasting Outdated? Some claim that sales forecasting is outdated.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

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

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 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

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

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

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. Revenue: Revenue targets are developed “bottom-up,” by the account team.

Supply Chain 520

Supply Chain Logistics Co-Creation e-Learning 520

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. . As such, cross-selling should be done with every customer and can be with the help of account planning.

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. . As such, cross-selling should be done with every customer and can be with the help of account planning.

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

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

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 104

CRM Small Business Finance Software 104

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

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

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 108

Account Planning Sales CRM Prioritization 108

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

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

FEBRUARY 8, 2023

This is essentially the industry standard way a sales team and customer success managers think about account management. The answer would differ if polled from a variety of sales teams, but there would be a common theme with most of the complaints; the process. What’s wrong with how B2B Businesses look at Customer Success?

Account Planning 52

Account Planning CRM Customer Success Decision-making 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 124

Account Management Sales Account Planning CRM 124

Arpedio

NOVEMBER 27, 2023

2023/2024 Industry Report Discover the power of sales tech in private equity-backed firms Download report ← Back to blog In this comprehensive report we uncover the strategies and success stories of PE-backed companies that have excelled in the realm of sales optimization. Account Management Build powerful account plans in Salesforce.

Acquisition 52

Acquisition Facilitation Account Planning Stakeholders 52

Upland

OCTOBER 21, 2022

Account planning has never been so necessary – or so challenging – to get right. When used effectively, account planning benefits businesses by delivering more revenue, happier customers, and more effective sales teams. . But what exactly is account planning, and why is it so important in 2023? .

Account Planning 195

Account Planning Leadership Software Software 195

ProlifIQ

FEBRUARY 13, 2023

Defining a Sales Handoff The business model for many B2B Saas companies involves customer growth. Therefore, as a customer success manager, it is essential to train for successful customer onboardings and to work closely with the sales and customer support teams to ensure that customers have a positive experience from start to finish.

Account Planning 52

Account Planning Onboarding Sales Customer Success 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

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

KAM With Passion

FEBRUARY 8, 2021

A strong KAM initiative is always built on the following 3 Pillars: KAM infrastructure , Key Account Teams and Key Account Plans. A true Key Account Management initiative comes on top of your usual sales and customer management activities. In the vast majority of cases, Key Account Teams are virtual teams.

Key Account Management 130

Key Account Management Account Management Management Account Planning 130

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 an industry resource and community for KAM and SAM sales personnel and leaders.

Key Account Management 98

Key Account Management Account Management Co-Creation Management 98

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

ProlifIQ

JANUARY 7, 2022

Partnership enhances the rollout of account planning and bringing strategic account execution to life with seamless collaboration through Slack and Salesforce. This partnership is will enable sales teams to move from account planning to account execution in a real way.”. About Centro. About Prolifiq.

Account Planning 52

Account Planning Innovation Account Management Communication 52

Arpedio

JUNE 20, 2023

Client Case study Rethinking Customer Success and Sales: A Collaborative Powerhouse in the SaaS industry Download full case study About The Case Study Due to pre-IPO considerations, the following case study has been anonymized to protect the identity of the company involved. Assess client health based on their own customized best practices.

Customer Success 52

Customer Success Account Management Facilitation Stakeholders 52

Sales Outcomes

AUGUST 30, 2021

How sales leaders can look beyond the results to position their teams for success: Examine Current Customer Growth. Look Into CRM Adoption & Usage. Inspect Sales Process Adherence. B2B sales are booming for many industries , which are driving record quarterly and annual sales results.

Virtual Selling 52

Virtual Selling Supply Chain Value Proposition Sales 52

Upland

NOVEMBER 27, 2023

But before you jump head-first into the sales process, there are four fundamental things you must know: 1. At this phase, places as accessible as company websites and LinkedIn feeds are your friends, as well as data captured in your CRM. What are their goals? Do your research: Research is the name of the game. Who do they sell to?

Account Planning 195

Account Planning Suppliers Decision-making Leadership 195

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