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People & Problems: The core of strategic account planning

Strategic Account Management Association

By Richard Scheig, Chief Revenue Officer, Upland Software. The view from where I sit as Upland Software’s Chief Revenue Officer is a profoundly interesting one. But how, exactly, we do that—how we build account planning motions that drive real wins—rests on the twin pillars of people and problems. How do they think?

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Relationship Management Guide – Going Beyond the CRM

Upland

As you will see, this goes well beyond the data collected in the CRM system, and often warrants additional, specialized technology, like relationship mapping tools , married to world-class sales methodologies and best practices, ideally integrated and 100% native to your CRM solution.

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2024 State Of Account Planning: Survey Results

ProlifIQ

The State of Account Planning in 2024 2023 was a challenging year for go-to-market teams. With economic uncertainty, slowing growth, and more scrutiny on every purchase, many teams struggled to close deals and retain accounts. Win rates and customer retention are top metrics, but CRM adoption ranked high with SMBs.

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Account Planning Tools

ProlifIQ

Account Planning Tools For B2B Sales Teams Is your sales team building plans in slide decks, or spreadsheets, or storing key information about your stakeholders and accounts that isn’t easy to find? Do accounts churn when 1-2 main supporters move on? One key account planning tool is multi-threading.

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Strategic Account Planning: All You Need to Know

Arpedio

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.

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Strategic Account Planning: All You Need to Know

Arpedio

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.

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Account management software tools

Arpedio

Account management software tools Account Management Software ← Back to blog Account management software solutions have transformed the way businesses handle their account planning and client interactions. These powerful tools offer a centralized platform that simplifies a wide range of tasks.