Arpedio

OCTOBER 20, 2023

Understanding the power of a stakeholder matrix – A comprehensive guide Relationship Mapping Software ← Back to blog In the dynamic landscape of account management, understanding your clients’ needs, expectations, and concerns is paramount to building lasting and mutually beneficial relationships.

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Stakeholders Account Management Client Relationships Decision-making 52

ProlifIQ

JUNE 12, 2024

Stakeholders: Understanding “who is who” and the footprint of an account. This will determine how you leverage your team for communication with different stakeholders across the organization. Planning in Key Account Management Grab our template on account planning! Also, areas for quick wins!

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Key Account Management Account Planning Stakeholders Account Management 52

ProlifIQ

JUNE 21, 2023

This alignment helps in driving sustainable growth and ensuring the overall success of the strategic account management program. Account plans are instrumental in managing and retaining strategic accounts. Strategic account management planning involves proactive and strategic thinking.

Account Management 52

Account Management Management Account Planning Stakeholders 52

DemandFarm

MARCH 31, 2023

Challenges in Shifting to Digital Key Account Management Shifting to Digital Key Account Management also comes with its fair share of challenges. One of the primary challenges that organizations face is carving out time to document things in the tool. Have you understood all the stakeholders involved?

Key Account Management 52

Key Account Management Account Management Digitalization Management 52

ProlifIQ

FEBRUARY 13, 2023

This is especially critical when dealing with large accounts with the potential to upsell. Large accounts typically come with a large number of stakeholders the seller must engage, as well as technical obstacles and red tape to get past. This is where the account plan comes in handy.

Account Planning 52

Account Planning Onboarding Sales Customer Success 52

ProlifIQ

FEBRUARY 23, 2023

This will give you insight into the other players you’ll want to connect with and primes them to understand your solution affects multiple functions/stakeholders. This puts you in a position to bring a distinct POV to those stakeholders you just uncovered. Should we invite Nancy to our next meeting to cover that?”

Stakeholders 52

Stakeholders Account Planning Decision-making Facilitation 52

Upland

NOVEMBER 27, 2023

An initiative is a project your customer is undertaking (or planning to undertake) in order to overcome their pressures and meet their goals. When you take your insights to a customer, it’s important that you put them in the context of the person with whom you’re meeting. What’s driving that business to make decisions? “We

Account Planning 195

Account Planning Suppliers Decision-making Leadership 195

Account Manager Tips

JUNE 29, 2021

Close any gaps in your solution, meet all commitments and ensure your client is satisfied. Create contact plans to keep in touch with key stakeholders in your company and your client's. A request for proposal (RFP) is a document clients create that defines their requirements for the provision of goods and services.

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Suppliers Shareholders Stakeholders Decision-making 246

Arpedio

DECEMBER 19, 2023

These insights can guide account managers and customer success teams in tailoring their strategies to meet the unique needs of each client. Ready streamline your account planning? Try ARPEDIO's Account Planning tool. Account Management Build powerful account plans in Salesforce.

Account Management 52

Account Management Communication Management Artificial Intelligence 52

Arpedio

DECEMBER 19, 2023

These insights can guide account managers and customer success teams in tailoring their strategies to meet the unique needs of each client. Ready streamline your account planning? Try ARPEDIO's Account Planning tool. Account Management Build powerful account plans in Salesforce.

Account Management 52

Account Management Customer Success Management Artificial Intelligence 52

ProlifIQ

JANUARY 31, 2023

The opportunity team in Salesforce typically consists opportunity team of a variety of different roles, such as sales reps, sales engineers, managers, and director/VP-level stakeholders. Each member usually has their own responsibilities that contribute to the progression and success of the sales cycle. For our company, that is Salesforce.

Stakeholders 52

Stakeholders CRM Meetings Sales 52

Upland

SEPTEMBER 29, 2023

Stakeholder mapping in sales is the process of mapping out key decision makers within the buying group of the account you are looking to do business with. In stakeholder mapping, you need to: Define stakeholder goals: what are their biggest priorities? Unfortunately, sellers rarely meet the right people.

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Stakeholders Sales Decision-making Internet 195

ProlifIQ

NOVEMBER 15, 2022

This is the bare bones of a truly strategic account management process. Another way to look into your top accounts can be based on: Product usage. Expansion potential – document this in the account object ideally. Equally important is understanding your customer accounts that are higher risk to churn.

Account Management 52

Account Management Stakeholders CRM Key Account Management 52

ProlifIQ

APRIL 5, 2023

Account Planning Best Practices Sales account planning is a critical aspect of any business that seeks to manage its customers effectively and generate more revenue. An action plan that outlines the sales account planning process is crucial for any company that wants to succeed.

Account Planning 52

Account Planning Value Proposition Account Management Key Account Management 52

SBI

JULY 1, 2020

Organizations that understand the true value of account planning, identify untapped revenue potential while delivering strategic customer value. To uncover hidden revenue in your key accounts, focus on these 5 strategies that great companies get right. Collaborate Beyond Sales.

Account Planning 72

Account Planning Decision-making Stakeholders Leadership 72

SBI

JULY 15, 2021

Your account team needs to have a common understand of an account or opportunity – the key stakeholders, their goals, and company objectives. This requires collaboration and a well-documented account plan. . Account Visibility = Agility. People need to stay connected, more now than ever.

Procurement 57

Procurement Account Planning Sales Stakeholders 57

Arpedio

OCTOBER 17, 2023

Account management software tools Account Management Software ← Back to blog Account management software solutions have transformed the way businesses handle their account planning and client interactions. Regularly back up your account management software to prevent data loss in case of unexpected events.

Account Management 52

Account Management Software Software Management 52

Arpedio

MARCH 26, 2024

Customizing Solutions: A well-executed pre-sales strategy enables businesses to develop customized solutions that meet the unique needs and requirements of each customer. Utilizing Account-Based Selling Tools: Invest in account-based selling tools , such as ARPEDIO.

Value Proposition 52

Value Proposition Prioritization Sales Organization 52

SmartKarrot

MARCH 25, 2022

Document known solutions to the internal and external knowledge base. Submit well-documented bugs and feature requests arising from customer escalated issues. Develop meaningful relationships with key stakeholders within the customer as well as Cato’s teams (Sales, Customer Success, R&D and Support Engineering).

Customer Success 19

Customer Success Account Planning Stakeholders Finance 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

Arpedio

NOVEMBER 7, 2022

The MEDDIC sales methodology is well-suited for enterprise sales organizations as enterprise sales (almost always) require 1) engagement from numerous stakeholders, and 2) a complex solution to meet their needs. And don’t forget to document your sales conversations. Identify Pain. What is the pain the company is trying to solve?

e-Learning 52

e-Learning Decision-making B2B Sales 52

Arpedio

NOVEMBER 7, 2022

The MEDDIC sales methodology is well-suited for enterprise sales organizations as enterprise sales (almost always) require 1) engagement from numerous stakeholders, and 2) a complex solution to meet their needs. And don’t forget to document your sales conversations. Identify Pain. What is the pain the company is trying to solve?

e-Learning 52

e-Learning Decision-making B2B Sales 52

SmartKarrot

SEPTEMBER 19, 2022

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. 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 7, 2022

Manage a portfolio of accounts with a focus on renewals and up-sell conversations. Meet net retention and CSAT/NPS KPIs through data-driven analysis, planning, and execution. Establish and maintain relationships with key stakeholders, strategic account planning and promote internal advocacy.

Customer Success 19

Customer Success Account Growth Onboarding Account Planning 19

SmartKarrot

APRIL 8, 2022

Serve as the owner for a portfolio of high-value accounts, responsible for meeting key performance metrics. Develop strategies to increase account value while ensuring the highest possible retention metrics in the industry. Develop & maintain Key Account Plans supported by regular onsite customer reviews.

Customer Success 19

Customer Success Government Innovation Leadership 19

SmartKarrot

FEBRUARY 1, 2022

Manage a portfolio of accounts with a focus on renewals and up-sell conversations. Meet net retention and CSAT/NPS KPIs through data-driven analysis, planning and execution. Establish and maintain relationships with key stakeholders, strategic account planning and promote internal advocacy.

Customer Success 19

Customer Success Onboarding Account Planning Healthcare 19

Account Management Skills

AUGUST 24, 2021

With the account management world, you do it based on the commitments you’re making to your customers. But it’s a very similar dynamic, I’m still creating a plan. I’m working toward that plan. I’m updating internal and external stakeholders, and all that sort of stuff. Jenny 07:44.

Account Management 98

Account Management Management Account Planning Co-Creation 98

Arpedio

DECEMBER 22, 2021

Often, you will only have 30 minutes to an hour to make an impact on clients, and sometimes it’s even the first time you meet these people, so you really need to be on top of your game and make it count. It has allowed us to connect with stakeholders that we may not have gotten face-to-face time with before.

Supply Chain 52

Supply Chain Account Management B2B Stakeholders 52

Arpedio

DECEMBER 22, 2021

Often, you will only have 30 minutes to an hour to make an impact on clients, and sometimes it’s even the first time you meet these people, so you really need to be on top of your game and make it count. It has allowed us to connect with stakeholders that we may not have gotten face-to-face time with before.

Supply Chain 52

Supply Chain Account Management B2B Stakeholders 52

SmartKarrot

SEPTEMBER 3, 2021

Create success plans for your customers and document customer progress toward established goals and results. Proactively address gaps in product adoption and work with customers in order to achieve account health. Be a liaison between external and internal stakeholders. Manage a group of APS clients.

Customer Success 19

Customer Success Onboarding Account Growth Client Relationships 19

Quip

NOVEMBER 17, 2020

But what about really complex processes like – account planning, close plans, and account transitions. We’ve even built a library of customizable best practice template documents that you can take and connect to any point or stage in your sales cycle. Account transitions. Customer meeting notes.

Stakeholders 52

Stakeholders Account Planning Decision-making Sales 52

Account Manager Tips

SEPTEMBER 29, 2020

1) Sales Intelligence: LinkedIn Sales Navigator (2) Appointment scheduling: Arrangr (3) Sales automation & engagement: Salesmate.io (4) Database: Airtable (5) Note taking: Milanote (6) Task Management: Todoist (7) Document Management: Bit.ai What it does Arrangr is the fastest, easiest way to set up a meeting. Table of Contents. (1)

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Key Account Management Account Management Management Meetings 130

Arpedio

JANUARY 26, 2022

White Space Analysis for Key Account Management. There’s no denying that White Space is intriguing for all stakeholders in the SAM (Strategic Account Management) ecosystem. By performing White Space Analysis on your key accounts, you’ll be able to: Spot opportunities for cross- and upselling. Make collaboration easier.

Account Management 52

Account Management B2B Key Account Management Co-Creation 52

Arpedio

JANUARY 26, 2022

White Space Analysis for Key Account Management. There’s no denying that White Space is intriguing for all stakeholders in the SAM (Strategic Account Management) ecosystem. By performing White Space Analysis on your key accounts, you’ll be able to: Spot opportunities for cross- and upselling. Make collaboration easier.

Account Management 52

Account Management B2B Key Account Management Co-Creation 52

Account Manager Tips

JULY 28, 2020

Chapters 00:00 Introduction 01:21 Why changing mindset towards account management was the biggest obstacle. 03:53 Why you need to keep account plans simple. 09:03 Account plans are the evidence of the value you create for your clients. 09:49 Should you share account plans with clients?

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Account Management Management Account Planning Organization 130

Arpedio

OCTOBER 30, 2023

Account-Based Selling: A Deep Dive with Lee Levitt and Ulrik Monberg Explore the ARPEDIO platform ← Back to blog In the ever-evolving world of enterprise sales, strategies and tools are constantly refined to meet the dynamic needs of businesses. He recalls a meeting with the CEO of a large insurance company.

Co-Creation 52

Co-Creation Account Planning Artificial Intelligence Leadership 52

Account Manager Tips

JULY 9, 2020

Some hiring managers move fast and you may not have the time to do your plan justice if you haven't at least got a draft completed. On your first day, invite your boss to a recurring meeting to discuss your 90 day plan. Here's the job description for a Senior Key Account Manager at Amazon , advertised in July 2020.

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Account Management Management Key Account Management Stakeholders 130