Arpedio

DECEMBER 19, 2023

The vital role of Customer Success in Account Management Explore ARPEDIO's Account Management Software ← Back to blog In recent times, companies have come to realize the significance of aligning their customer success and account management strategies. Let’s dive in! Let’s dive in!

Account Management 52

Account Management Customer Success Management Artificial Intelligence 52

ProlifIQ

MAY 14, 2021

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.

Account Planning 64

Account Planning Innovation Stakeholders B2B 64

DemandFarm

AUGUST 31, 2023

In the business world, customer success management is no longer an afterthought; it’s a necessity. Consensus across research confirms: retaining existing customers costs 5 to 25 times less than acquiring new ones. Success lies in a tailored, strategic approach to customer success management.

Key Account Management 52

Key Account Management Account Management Customer Success Management 52

ProlifIQ

MAY 14, 2021

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.

Account Planning 52

Account Planning Innovation Stakeholders B2B 52

Upland

DECEMBER 6, 2021

This is especially true for sellers with a wide portfolio of complex enterprise customers and B2B opportunities to look after. Let’s dig into how combining Altify with Google Docs can deliver lasting value for the salespeople in your organization. Collaborate more efficiently on account and opportunity plans.

Account Planning 195

Account Planning Account Management Organization Customer Success 195

Upland

APRIL 5, 2023

This means that instead of different departments working in disparate silos, every function is part of a greater whole aimed at generating mutual success. This includes, primarily, people in marketing, sales, and customer success teams. Do You Need a Revenue Team? That depends.

Account Planning 195

Account Planning Customer Success B2B Decision-making 195

Quip

SEPTEMBER 23, 2020

We recently ran a pilot program using Quip to determine if the tool would be a good fit for our organization. Take three documents our customer success and sales teams use to maintain the health of our clients — the Account Plan, Win Room, and Customer Collaboration — and migrate them to Quip Documents.

Account Planning 52

Account Planning Leadership Customer Success Meetings 52

Upland

JANUARY 26, 2023

Account-Based Sales Takes a Revenue Team One of the top challenges organizations face in transitioning to an account-based sales model is the change in mindset necessary to succeed at account-based selling. One of these mindset shifts is the need for a fully integrated team approach to winning new business.

Account Planning 195

Account Planning B2B Decision-making Acquisition 195

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.

Customer Success 52

Customer Success Account Management Facilitation Stakeholders 52

Upland

DECEMBER 14, 2021

Work together on Altify account and opportunity plans with Slack. In leading organizations, Slack is often the go-to tool for collaboration, and Salesforce is the book of record for everything customer relationship-related. However, customers do need to bring their own Slack licenses.

Account Planning 195

Account Planning Account Management Publishing Organization 195

Upland

MARCH 13, 2023

Effective CRM systems, automation, and even things like account planning technologies have made sales forecasting more or less a daily activity, one that updates with the activity of your sales people. A sales velocity equation or formula uses four metrics to help organizations calculate their own sales velocity.

Prioritization 195

Prioritization Account Planning Sales Decision-making 195

Upland

JULY 9, 2020

In order to get back to growth, sales leaders must focus on existing customers. But the truth is that most organizations’ sales and marketing approach just isn’t aligned to customer reality. Customers get frustrated because the experiences they’re having and the content they’re being delivered misses the mark.

Account Management 195

Account Management Management Account Planning Digitalization 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

Upland

MARCH 29, 2023

This is part of the mindset shift required to become effective at relationship management and is also a key aspect of account planning. In mapping a rich understanding of how key players relate to one another, reps can start to uncover how things happen in the organization.

CRM 195

CRM Management Stakeholders Decision-making 195

ProlifIQ

FEBRUARY 8, 2023

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.

Account Planning 52

Account Planning CRM Customer Success Decision-making 52

Upland

JULY 10, 2023

It doesn’t show you which members of the organization support your solution or are against you. And it certainly doesn’t help you understand the key challenges your contacts within accounts face, or their motivations. Here are a few key challenges Altify Insights solves for sellers.

Decision-making 195

Decision-making B2B Account Planning Software 195

ProlifIQ

FEBRUARY 13, 2023

In fact, most Saas companies get the majority of their revenue from existing customers. Therefore, customer satisfaction should be a top priority for businesses. As a customer success manager, successful customer onboardings are critical to the success of your company and the customers you serve.

Account Planning 52

Account Planning Onboarding Sales Customer Success 52

SmartKarrot

MAY 30, 2023

Role: Customer Success Executive Location: London, England, United Kingdom (On-site) Organization: Space32 As a Customer Success Executive, you’ll be a crucial member of our commercial team, whose primary goals are to qualify leads and convert inquiries from businesses searching for full- or part-time office space.

Customer Success 19

Customer Success Emotional Intelligence Stakeholders Negotiation 19

SmartKarrot

MARCH 20, 2023

Customer Success Manager Location: United States (Remote) Organization: Talentify.io As a Sr. Customer Success Manager, you’ll control the strategic and enterprise accounts’ post-sales customer experiences, including onboarding, product adoption, customer relationships & advocacy, renewal/expansion, and so on.

Customer Success 19

Customer Success Finance Account Planning Customer Experience 19

Arpedio

DECEMBER 19, 2023

The vital role of Customer Success in Account Management Explore ARPEDIO's Account Management Software ← Back to blog In recent times, companies have come to realize the significance of aligning their customer success and account management strategies. Let’s dive in! Let’s dive in!

Account Management 52

Account Management Communication Management Artificial Intelligence 52

SmartKarrot

MARCH 29, 2023

Role: Customer Success Manager Location: Chicago, IL, United States (Remote) Organization: Fortanix As a Customer Success Manager you’ll take the lead and be responsible for customer expansion and retention. Assistance with customer onboarding and training to encourage adoption.

Customer Success 19

Customer Success Stakeholders Onboarding Client Relationships 19

SmartKarrot

SEPTEMBER 19, 2022

Role: Head of Client Success, West Region Location: Malvern, PA, US Organization: Vanguard As a Head of Client Success, you will be responsible for the retention, satisfaction, and growth of clients and prospects within their assigned segment. Manage a portfolio of accounts with a focus on renewals and upsells conversations.

Customer Success 19

Customer Success Account Planning Retail Account Development 19

SmartKarrot

MARCH 30, 2023

Role: Senior Customer Success Manager Location: United States (Remote) Organization: Talentify.io As a Senior Customer Success Manager you’ll be focusing on a certain set of accounts and fostering and sustaining relationships with important stakeholders. Co-create new features with our internal teams.

Customer Success 19

Customer Success Advertising eCommerce Stakeholders 19

DemandFarm

APRIL 18, 2023

A connected apps ecosystem in key account management involves the integration of your digital key account planning tool with other tools in your sales tech and marketing tech stack. Over time, the sales tech and marketing tech landscape for most B2B organizations becomes crowded. How do you keep track of all of this data?

Account Management 52

Account Management Digitalization Management Account Planning 52

SmartKarrot

APRIL 7, 2023

Own customer success, encompassing acquisition, use of the product, and retention. Operational account planning, including capacity planning and account segmentation. The staff should be coached, mentored, and guided in building consultative and problem-solving account skills.

Customer Success 19

Customer Success Value Proposition Account Growth Acquisition 19

SmartKarrot

APRIL 7, 2023

Own customer success, encompassing acquisition, use of the product, and retention. Operational account planning, including capacity planning and account segmentation. The staff should be coached, mentored, and guided in building consultative and problem-solving account skills.

Customer Success 19

Customer Success Value Proposition Account Growth Acquisition 19

SmartKarrot

APRIL 5, 2023

Role: Customer Success Manager Location: Vancouver, BC, Canada (On-site) Organization: Optix As a Customer Success Manager, you’ll be helping potential and existing customers through a variety of channels, such as video calls, live chat, and email support, acting as a product specialist and responding to queries about products.

Customer Success 19

Customer Success Account Planning Customer Experience Leadership 19

SmartKarrot

MARCH 15, 2023

Role: Director, Customer Success Location: Houston, TX, United States (Remote) Organization: Innovapptive Inc As a Director of Customer Success, you’ll ensure great client happiness, adoption improvements, retention, and expansion, you should lead and manage the customer success team of strategic accounts.

Customer Success 19

Customer Success Key Account Management Account Planning Stakeholders 19

SmartKarrot

JANUARY 20, 2023

Role: Customer Success Lead Location: Remote, Switzerland Organization: Earny Switzerland As a Customer Success Lead, you will take charge of user requests & improve the payroll application and user experience. Manage complex cases on compliance, payroll, invoicing, account setups, etc.

Customer Success 19

Customer Success Onboarding Government Negotiation 19

SmartKarrot

FEBRUARY 16, 2023

Role: Customer Success Executive Location: Austin, TX, United States (Hybrid) Organization: Axon As a Customer Success Executive you’ll be a consultant and a spokesperson for your clients, holding frequent phone calls and in-person meetings to direct strategy and execution for reaching each client’s particular goals.

Customer Success 19

Customer Success Account Planning Client Development Stakeholders 19

SmartKarrot

JANUARY 9, 2023

Role: Customer Success Manager Location: London, England, United Kingdom Organization: HiBob As a Customer Success Manager, you will build and execute an account-specific relationship framework inclusive of regularly scheduled status calls, quarterly business reviews, account documentation, reference management, and account planning sessions.

Customer Success 19

Customer Success Onboarding Account Planning Stakeholders 19

SmartKarrot

DECEMBER 2, 2022

Role: Customer Success Manager Location: Sydney, New South Wales, Australia (Hybrid) Organization: Jenkin Beattie As a Customer Success Manager, you will develop and manage key accounts achieving mutual goals whilst seeking growth within each account. Able to plan and run efficient meetings.

Customer Success 19

Customer Success Onboarding Account Planning Account Development 19

SmartKarrot

FEBRUARY 17, 2023

Apply here: [link] Role: VP, Customer Success Location: United States (Remote) Organization: Jobvite As a VP of Customer Success, you’ll provide the business results and the customer success process. Drive the procedures and results of strategic account planning.

Customer Success 19

Customer Success Leadership Facilitation Account Planning 19

SmartKarrot

DECEMBER 12, 2022

Role: Customer Success Manager Location: Sydney, New South Wales, Australia (On-site) Organization: Bryant Dental As a Customer Success Manager, you will enhance the customer experience and relationship through the development of team skills and processes, governing sales order management.

Customer Success 19

Customer Success Supply Chain Government Account Planning 19

SmartKarrot

NOVEMBER 30, 2022

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].

Customer Success 19

Customer Success Onboarding Facilitation Account Planning 19

SmartKarrot

NOVEMBER 16, 2022

Role: Associate Director, Customer Success Location: Canberra, Australian Capital Territory, Australia Organization: Datacom As an Associate Director of Customer Success, you will have a Customer Focus– this role is supporting a large, complex customer. Apply here: [link]. Apply here: [link].

Customer Success 19

Customer Success Client Relationships Profitability Performance Review 19

SmartKarrot

MAY 18, 2022

Role: Senior Director, Customer Success Location: Remote, United States Organization: Coursera As a Senior Director of Customer Success, you will meet and exceed quarterly renewal bookings and revenue growth goals. Hire, develop and retain a team of high-performing Customer Success Managers.

Customer Success 19

Customer Success Customer Life Cycle Account Planning Client Relationships 19