Upland

MARCH 13, 2023

In fact, having the right methodologies and best practices in place throughout the entire sales process, married with the right technology, can make sales forecasting look a lot more like an exact science. It is no longer about guesswork. It’s a big blind spot to have.

Prioritization 195

Prioritization Account Planning Sales Decision-making 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. This information is crucial for developing a comprehensive account plan that targets the right individuals and departments.

CRM 195

CRM Management Stakeholders Decision-making 195

DemandFarm

APRIL 13, 2023

It is used by sales and account management teams to understand how customer organizations work, identify key decision-makers, and plan their course of action. Customer Success A function within a company that is focused on ensuring customer satisfaction, retention, and long-term value.

Key Account Management 52

Key Account Management Account Management Management Value Proposition 52