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Account Planning Template – Five Components for Success

Upland

How are sales teams meant to grow revenue in key accounts without a well-thought-out account planning strategy ? Do they need an account planning template in order to properly “attack” the revenue waiting within potential accounts? After all, account planning is an ongoing, iterative process.

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How to Boost Sales Productivity with Account Planning

Upland

Sales productivity becomes even more difficult for complex B2B accounts with large buying groups and multiple divisions involved in the decision-making process. Why account planning is essential to boost sales productivity Account planning is the process of mapping out key aspects of a potential customer or account.

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Account Planning: Building for Long-Term Revenue

Upland

How are sales teams meant to grow revenue in key accounts with a well thought out account planning strategy? A higher growth rate should pique large enterprises’ interest when putting together their own long-term account planning strategy. But what do we mean when we say account planning?