Hubspot Sales

JULY 7, 2019

To win new business and grow key accounts, account managers and sales executives must become thoroughly invested in their customer’s challenges, goals, and competitive landscape. This strategic account plan template will help you: Expand your understanding of your customer’s business, goals, and motivations.

Account Planning 117

Account Planning Co-Creation Account Management Negotiation 117

Mike Kunkle

OCTOBER 24, 2021

It’s a cruel twist of fate for senior sales and revenue leaders that as the year barrels toward a close with urgency to maximize the remaining time, that strategic and tactical planning for the next year must happen at the same time. How can you use sales analytics and strategic objectives to prioritize those gaps?

Sales 130

Sales Prioritization Sales Analytics Sales Training 130

Upland

NOVEMBER 27, 2023

It’s a 10x factor approach.” Work as a team As with every aspect of account planning, sellers will be most successful if they approach insight-gathering as a team. “When you collaborate, you’re getting the big picture,” says Billy. What’s driving that business to make decisions? Most professionals have coaches.

Account Planning 195

Account Planning Suppliers Decision-making Leadership 195

Arpedio

MARCH 26, 2024

Lead Qualification: Assessing leads based on criteria such as fit, interest, and readiness to buy, to prioritize sales efforts effectively. By understanding the needs, pain points, and buying behaviors of potential customers, organizations can prioritize their efforts and focus on prospects with the highest likelihood of conversion.

Value Proposition 52

Value Proposition Prioritization Sales Organization 52

ProlifIQ

FEBRUARY 13, 2023

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. Organized sellers usually follow what they call an account plan , something designed to align internal team members on tasks to be completed throughout the sales cycle.

Account Planning 52

Account Planning Onboarding Sales Customer Success 52

Hubspot Sales

JULY 22, 2020

Plan 2 Win provides “the right strategic account, sales territory and pre-call planning tools for B2B sales teams.” Plan 2 Win’s Account Plan Pro, Pre Call Plan, and Territory Plan Pro make it possible to plan strategic account sales and sales territories that result in closing deals with high-value customers.

Account Planning 116

Account Planning Sales CRM Prioritization 116

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. The plan should also outline strategies for prioritizing accounts, allocating resources, and measuring success.

Account Management 52

Account Management Management Account Planning Stakeholders 52

Miller Heiman Group

JANUARY 31, 2019

Being buyer-centric with existing accounts requires excellent account planning. Account planning goes beyond simply renewing existing products or a list of future products to present to the buyer. A real account plan is a living document that defines the goals of the relationship with a focus on actual value.

Account Planning 83

Account Planning Decision-making Account Strategy Prioritization 83

Hubspot Sales

SEPTEMBER 16, 2020

To others still, it means a key account plan. Many sellers engage in opportunity planning when they pose questions such as: What business problem are you trying to solve for the customer? Account Management. What plan of action will keep the relationship healthy and profitable? Territory Management.

Account Management 129

Account Management Sales Account Planning CRM 129

ProlifIQ

FEBRUARY 27, 2023

” It involves identifying, analyzing, and prioritizing key accounts, and then allocating the necessary resources to retain and grow these accounts. This information can then lead to growth in key accounts, which further drives significant growth for the company.

Key Account Management 52

Key Account Management Account Management Management Prioritization 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

Arpedio

OCTOBER 20, 2023

Strategic engagement and enhanced prioritization Effective account management involves tailoring communication and engagement strategies to suit the unique needs of different stakeholders. Documenting the interests, objectives, or goals of each stakeholder helps account managers grasp what motivates them.

Stakeholders 52

Stakeholders Account Management Client Relationships Decision-making 52

PandaDoc

APRIL 21, 2023

Maintaining a partnership that prioritizes your clients’ best interests increases the chances of keeping your top accounts satisfied, and KAM programs are fundamental to ensuring customer satisfaction among key clients. You may then follow up on these referrals with an outbound prospecting strategy to secure additional accounts.

Key Account Management 52

Key Account Management Account Management Management Prioritization 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. Deepen Customer Insights. Collaborate Beyond Sales.

Account Planning 72

Account Planning Decision-making Stakeholders Leadership 72

Arpedio

JANUARY 4, 2024

Prepare to unlock the intricacies of account mapping and embark on a path to unmatched sales proficiency. Understanding the Fundamentals of Account Mapping The concept of account mapping basics may seem daunting at first, but it is essential for strategic account planning and overall sales enablement.

B2B 52

B2B Sales Decision-making CRM 52

Cosawi

FEBRUARY 27, 2023

Taking this approach optimizes the engagement between the strategic account manager and marketing in this co-orchestration of the account plan. awareness marketing”) packaged as account-based marketing. So how can SAM and ABM help to create this harmonious dance to become co-orchestrators of the account plan?

Marketing 52

Marketing Suppliers Investors Account Planning 52

SBI

JANUARY 9, 2018

Most organizations will turn to quarterly and annual account planning to force this thought exercise. Armed with more and more data, graphs upon graphs, and documented in static, written documents and presentations, these methods simply do not equip sales teams with the information they need to win in today’s hyper-competitive markets.

B2B 55

B2B Artificial Intelligence Account Planning Sales 55

Arpedio

AUGUST 24, 2022

Account Planning: Manage Long-Term Account Development. Account Planning: Manage Long-Term Account Development. ? What Is Account Planning? Strategic Account Planning. What Should a Key Account Plan Include? How to Do Account Planning? Back to blog.

Account Planning 52

Account Planning Account Development Management Account Management 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. Partner with engineering teams in prioritizing and resolving customer requests. Utilize Tutela’s products and tools to investigate data, product, and other issues.

Customer Success 19

Customer Success Account Planning Stakeholders Finance 19

SmartKarrot

SEPTEMBER 5, 2022

Role: Director of Client Success Location: San Diego, CA, US (On-site) Organization: Dassault Systèmes As a Director of Client Success, you will drive Customer satisfaction & advocacy prioritize, escalate and manage customer critical issues. Establish and maintain proactive communication with key customers and stakeholders.

Customer Success 19

Customer Success Onboarding Prioritization Facilitation 19

SBI

OCTOBER 23, 2017

Docusign @DocuSign DocuSign is changing how business gets done by empowering more than 300,000 companies and 200 million users in 188 countries to sign, send and manage documents anytime, anywhere, on any device, with confidence. Outside In @outsideinsales Outside In solutions and services simplify account planning and opportunity management.

Sales 56

Sales Prioritization B2B Software 56

Arpedio

JANUARY 26, 2022

Subsequently, the findings from the White Space Analysis can reveal valuable insights into what to prioritize in the near future in order to increase sales and ROI. If you have a large customer base, we recommend prioritizing the customer accounts that offer the biggest potential in future investment. We’ll clarify below.

Account Management 52

Account Management B2B Key Account Management Co-Creation 52

Arpedio

JANUARY 26, 2022

Subsequently, the findings from the White Space Analysis can reveal valuable insights into what to prioritize in the near future in order to increase sales and ROI. If you have a large customer base, we recommend prioritizing the customer accounts that offer the biggest potential in future investment. We’ll clarify below.

Account Management 52

Account Management B2B Key Account Management Co-Creation 52

Upland

MAY 5, 2023

Being a trusted advisor is how you get into that room. In Not Just Another Vendor, the latest, indispensable book on account planning to come out of Altify, we learn about one seller who took a long time to learn this lesson. Sales were good, but they weren’t great. And he always came prepared. “It

Account Planning 195

Account Planning Healthcare Decision-making Stakeholders 195

Mike Kunkle

MAY 11, 2022

This includes an understanding of processes, political savvy, culture, collaboration, consensus building, and the ability to execute on all the above plans effectively. How to plan and organize effectively. Strategic Account Management. Account Planning. Part of Strategic Account Management. Sales Process.

Co-Creation 130

Co-Creation Sales Sales Training Decision-making 130

DemandFarm

AUGUST 31, 2023

One that leverages Key Account Management (KAM) principles to retain customers and transform them into brand advocates. KAM principles encompass fostering robust relationships, tailoring solutions, maintaining consistent communication, prioritizing the long term, and constantly reviewing and adapting strategies.

Key Account Management 52

Key Account Management Account Management Customer Success Management 52

SBI

APRIL 16, 2018

Prioritize your needs based on both the importance of the task and where you have the most gaps in capabilities. AccountPlan by Outside in Sales Simplifies account planning in Salesforce. Indeed, it has the potential to reshape every step in the sales process and impact every customer interaction. But where do you start?

Digital Transformation 11

Digital Transformation Onboarding Sales Digitalization 11

ProlifIQ

FEBRUARY 14, 2023

Prioritize The Right People And The Right Deals For B2B sales teams, a sales cycle is the lifeblood of their business. Your business can’t reach its revenue numbers consistently without a tight understanding of how to help manage, prioritize, and accelerate certain deals in the queue. But what about stakeholders?

Management 52

Management Prioritization Stakeholders CRM 52

Upland

SEPTEMBER 29, 2023

Prioritizing finding people with influence within an account will help you earn support and avoid being blindsided by an unknown detractor. You need to understand the entire account landscape. It means asking the right questions, and mapping those out in a visible document.

Stakeholders 195

Stakeholders Sales Decision-making Internet 195

Arpedio

NOVEMBER 6, 2023

These AI tools enable account-based selling teams to accomplish several critical objectives, including: Identifying potential accounts: AI algorithms can sift through massive amounts of data to identify and prioritize potential target accounts. Account Management Build powerful account plans in Salesforce.

Artificial Intelligence 52

Artificial Intelligence Decision-making Client Relationships Media 52