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Innovative Account Planning Strategies to Help You Beat Your Competition

ProlifIQ

If you incorporate an innovative, account planning strategy into your routine, your chances of success go up tremendously. Let’s cover some of the approaches top sales teams take when taking on high-value accounts. First, Understand the Essentials of a Strong Account Planning Strategy.

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Innovative Account Planning Strategies to Help You Beat Your Competition

ProlifIQ

If you incorporate an innovative, account planning strategy into your routine, your chances of success go up tremendously. Let’s cover some of the approaches top sales teams take when taking on high-value accounts. First, Understand the Essentials of a Strong Account Planning Strategy.

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Work together on Altify account and opportunity plans with Slack

Upland

In leading organizations, Slack is often the go-to tool for collaboration, and Salesforce is the book of record for everything customer relationship-related. Slack integration is included for Altify Account Manager and Opportunity Manager customers. However, customers do need to bring their own Slack licenses.

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Why You Should Walk Away from Quarterly Business Reviews

ProlifIQ

QBRs and Salespeople: The Key to True Customer Success and Growth There are certain truths to life that cannot be disputed. A quarterly business review is typically an event that takes place over the span of a few days to a week where sellers and a customer success manager come together to align on all of their key accounts.

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Relationship Management Guide – Going Beyond the CRM

Upland

Gone were the face to face office meetings and networking at industry events, and in their place were hour-long zoom calls with sellers wearing hoodies. Now, however, things have changed. This is part of the mindset shift required to become effective at relationship management and is also a key aspect of account planning.

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Nov 30 – Customer Success Jobs

SmartKarrot

Role: Customer Success Director Location: Edmonton, AB, Canada (Hybrid) Organization: Drivewyze As a Customer Success Director, you will lead, coach, and mentor a high-performing team accountable to manage the deployment of software for the customer fleet organizations. Apply here: [link].

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Mar 25 – Customer Success Jobs

SmartKarrot

Role: Customer Success Director Location: New York, NY, US Organization: Pacvue As a Customer Success Director, you will work with brands to identify business priorities and goals. Be an expert on Pacvue Commerce in order to show brands how Pacvue Commerce can empower them to achieve success.