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Break & Glue: The art of capturing complex mega-strategic accounts in CRM to get the most from account planning tools 

Strategic Account Management Association

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.

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The Six Critical Ingredients for the Best Account Plan Ever

Revegy

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.

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Know Your Customer to Driving Growth and Revenue in Key Accounts

Upland

It might be operational, financial, or technical, or have to do with markets, competitors, partners, suppliers, or even their own customers. A pressure might be… Losing market share to a competitor Supplier costs rising Insufficient revenue. It could be rooted either internally or externally. Why do they need to act?

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Key Account Manager or Strategic Ecosystem Leader?

Arpedio

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. The mindset shift from account plans to account planning is essential.

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The Top Five Benefits of Distribution Sales Data

Sales Management Plus -- SMP

With just a few clicks your sales rep can generate a similar list, but this time also connect it to sales data, create and manage account plans, create new activities and use advanced mobile tools while they are out of the office. However, with SMP you can go far beyond that. Schedule a Free Test Drive See how SMP could work for you.

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Engaging New Contacts Within Customer Accounts

Sales Outcomes

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.

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Breaking boundaries: ABM in Digital Era

DemandFarm

Creating Personalized Content Understanding your accounts and their specific needs and pain points can help you customize your offerings and provide bespoke solutions. With clear account profiles, ABM can customize content that appeals to your high-value accounts.