Arpedio

DECEMBER 19, 2023

Account managers are responsible for understanding the client’s needs, ensuring their satisfaction, and identifying opportunities for upselling or cross-selling. They act as the bridge between the client and the company, facilitating communication and problem-solving. Ready streamline your account planning?

Account Management 52

Account Management Customer Success Management Artificial Intelligence 52

Arpedio

MAY 31, 2024

The Preferred Account-Based Selling Platform Our platform provides visual org charts, stakeholder relationship heat maps, up-to-date account plans, recommended next-best actions, accurate weighted pipelines, and white space analysis. Let’s dive in. Technology plays a pivotal role in enabling and streamlining these processes.

Leadership 52

Leadership Account Management Facilitation Innovation 52

Arpedio

JUNE 20, 2023

Embark on an enlightening journey to discover how ARPEDIO’s comprehensive platform facilitated quantification and visualization of critical client information, transforming the Customer Success and Sales departments into a collaborative force. Assess client health based on their own customized best practices.

Customer Success 52

Customer Success Account Management Facilitation Stakeholders 52

Arpedio

JANUARY 9, 2024

Regularly monitoring metrics enables Account Managers to adapt and improve their strategies continuously. Whether it’s refining communication methods, optimizing service delivery, or enhancing product features, a commitment to improvement is facilitated by a keen understanding of key metrics. Try ARPEDIO's Account Planning tool.

Account Management 52

Account Management Management Client Relationships Account Planning 52

ProlifIQ

FEBRUARY 23, 2023

Talk Track: “Typically, folks on the sales side or operations front want to understand how our native account planning solution will impact their sales process, Salesforce adoption, account penetration, and more. Should we invite Nancy to our next meeting to cover that?” This should not slow down your deal by 2 weeks.

Stakeholders 52

Stakeholders Account Planning Decision-making Facilitation 52

OnStrategyHQ

DECEMBER 20, 2023

To kick this process off, we recommend 1-2 weeks (1-hour meeting with the Owner/CEO, Strategy Director, and Facilitator (if necessary) to discuss the information collected and direction for continued planning.) Questions to Ask: Who is on your Planning Team? Questions to Ask: What new needs of customers could you meet?

Value Proposition 98

Value Proposition Facilitation Decision-making Organization 98

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. Account Management Build powerful account plans in Salesforce. Superior together.

Account Management 52

Account Management Software Software 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

DemandFarm

MAY 22, 2023

Is a key account manager the same as a sales manager? Meet Anna, a diligent Sales Manager at Brilliant Solutions , a thriving software company specializing in cutting-edge automation tools. They set measurable goals for their team, ensuring that the company meets its financial objectives.

Key Account Management 52

Key Account Management Account Management Digitalization Sales Management 52

Hubspot Sales

MAY 29, 2019

A group scheduling tool needs to meet a ton of requirements to be considered "good." Most group scheduling apps are able to find common times to meet, but some have additional features such as being optimized for mobile functionalities, privacy, speed, and transparency. HubSpot Meetings. Price : Free.

Meetings 134

Meetings Artificial Intelligence Facilitation CRM 134

Arpedio

MARCH 6, 2024

Rather than solely focusing on sales transactions, account management emphasizes building trust, understanding client needs, and delivering tailored solutions to drive long-term growth. Effective account management techniques are critical for businesses of all sizes and industries.

Account Management 52

Account Management Management Prioritization Client Relationships 52

Arpedio

OCTOBER 17, 2023

Implement technology and tools Leverage technology and tools that facilitate account management. In this ever-evolving business landscape, it’s the winners who will thrive, and your account management team can be your winning ticket. Account Management Build powerful account plans in Salesforce.

Account Management 52

Account Management Management Client Relationships Emotional Intelligence 52

OnStrategyHQ

MAY 18, 2021

Follow Up Offsite Meeting: 2-4 hours. *To To access the worksheets under “Tools & Techniques” please refer to our Strategic Planning Kit for Dummies. OnStrategy is the leader in strategic planning and performance management. Measurable goals facilitate management planning, implementation, and control.

Organization 96

Organization Facilitation Small Business Marketing 96

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. Drive quarterly review meetings with key accounts together with various different team members.

Customer Success 19

Customer Success Customer Life Cycle Account Planning Client Relationships 19

Arpedio

NOVEMBER 6, 2023

So, buckle up as we embark on a journey through the exciting realm of sales automation, where innovation meets the art of selling. Your chosen software should not only meet your current needs but also adapt as your business evolves. Account Management Build powerful account plans in Salesforce. Superior together.

Software 52

Software Software Sales Artificial Intelligence 52

Arpedio

MAY 23, 2023

Sales coaching can be conducted through regular meetings, role-playing exercises, feedback sessions, and performance evaluations. Therefore, a sales coach’ most important job is to empower sales reps to believe that they can grow, contribute to team success, and take accountability for their performance.

Sales 52

Sales Account Management Stakeholders CRM 52

SmartKarrot

NOVEMBER 30, 2022

Establish and nurture relationships with key contacts in critical fleet accounts and coordinate the involvement of internal groups, including sales, marketing, and channel management, to address concerns and meet fleet expectations. Conduct check-in calls, meetings, and various touchpoints with partners. Apply here: [link].

Customer Success 19

Customer Success Onboarding Facilitation Account Planning 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. Handling the advertising budget of a customer and ensuring success.

Customer Success 19

Customer Success Advertising eCommerce Stakeholders 19

SmartKarrot

MAY 19, 2022

Lead pitches to cross-sell and upsell new channels and features that meet client needs to achieve client KPIs. Client Training (facilitating educational programs) in sales and trading to support knowledge and advocacy of the MediaMath platform. Keep regular meetings with key stakeholders & running Business Reviews.

Customer Success 19

Customer Success Stakeholders Client Onboarding Government 19

SmartKarrot

JANUARY 27, 2022

Role: Head of Customer Success Location: San Francisco, CA, US Organization: Fathom As a Head of Customer Success, you will manage and monitor the client-side of the implementation process, delivering best-in-class client service and meeting every milestone.

Customer Success 19

Customer Success Stakeholders Account Growth Facilitation 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. Handling the advertising budget of a customer and ensuring success.

Customer Success 15

Customer Success Advertising eCommerce Stakeholders 15

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?

Account Management 130

Account Management Management Account Planning Organization 130

Cosawi

DECEMBER 28, 2021

Strategic account management is a team sport, and the sponsor needs to help to facilitate this team mindset. . Recently, a client, who is a corporate executive, mentioned to me that he could sponsor eight to 10 accounts. Stay informed on the account through an established strategic account process.

Leadership 52

Leadership Co-Creation Account Management Decision-making 52

Janek Performance Group: Account Planning

NOVEMBER 5, 2014

Uncover additional needs through active listening Actively listening to your customers not only allows you to get a better grasp of their situation, but also determines what else you could do to facilitate their growth and fulfill their expectations. Dig deeper by asking open-ended questions.

Facilitation 52

Facilitation Sales Management Meetings Organization 52

SmartKarrot

JUNE 16, 2021

to meet and anticipate the business needs?. Partner with Account Managers to facilitate successful renewals of customers. Serve as trusted technical advisor to clients and a facilitator of additional Teradata SMEs and functions. Partner with other account team members on overall account planning and strategy.

Customer Success 10

Customer Success Facilitation Account Planning Customer Experience 10

SmartKarrot

JULY 21, 2020

The main objective of this role is to lead a team within an established community of practice to help develop and execute the strategic account plan. Have regular meetings with the customers to evaluate customer satisfaction and identify how Yext can serve them better in achieving their goals.

Customer Success 10

Customer Success Client Relationships Onboarding Account Growth 10

SmartKarrot

JULY 15, 2021

Apply here: [link] Role: Customer Success Manager (Field) Location: Farringdon, England, United Kingdom Organization: LexisNexis UK As a Customer Success Manager, you will develop and deliver bespoke training plans working with the clients to customize delivery, content and schedules.

Customer Success 10

Customer Success Customer Life Cycle Onboarding Performance Review 10

SmartKarrot

JUNE 22, 2021

Role: Customer Success Director Location: Remote, United States Organization: Terminal As a Customer Success Director, you will lead client relationships to facilitate seamless onboarding, ensuring strong relationships and alignment of expectations through the entire customer lifecycle.

Customer Success 10

Customer Success Acquisition Client Relationships Facilitation 10

SmartKarrot

NOVEMBER 4, 2020

Develop and manage a stellar team of ‘Enterprise’ and ‘Growth Account’ Customer Success Managers. Proactively and intentionally drive customer health including utilization and ROI across accounts to meet customer expectations and contractual commitments. Deliver customer reports illustrating Eko value delivery (e.g.

Customer Success 10

Customer Success Stakeholders Facilitation Account Planning 10

SmartKarrot

APRIL 15, 2021

Maintain status as a product Subject Matter Expert and to facilitate a pathway to any needed resource. Be responsible for technical account planning and ongoing technical management of specific account issues. Provide meaningful feedback regarding new reports, updates or tools needed for client success.

Customer Success 10

Customer Success Onboarding Key Account Management Facilitation 10

SmartKarrot

DECEMBER 11, 2020

Lead the organization to consistently meet and exceed its efficiency metrics and net promoter score results. Work with the Customer Support, Sales, and Product teams to facilitate a seamless customer onboarding process. Developing and executing on account plans to drive adoption and ROI for our customers.

Customer Success 10

Customer Success Finance Innovation Facilitation 10

Louise Collins Associates

NOVEMBER 24, 2017

They are accountable for the delivery of the sales team actions against the account plan, in line with commercial goals. We often hear about sales meetings, or marketing brand jams, where silos within organisations get together and have some time to get to know each other a little better. What can you do next?

Leadership 52

Leadership Sales Leadership Key Account Management Account Management 52

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

DemandFarm

AUGUST 31, 2023

These trends highlight the increasing complexity of customer success management and the need for innovative strategies to meet customer needs and drive continuous improvements. Masterclass by Forrester Principal Analyst Anthony McPartlin: Why companies fail with key account management? But those two need to go hand in hand. “But

Key Account Management 52

Key Account Management Account Management Customer Success Management 52

Arpedio

MAY 26, 2023

Tailoring your communication style to match the preferences of your counterparts enhances understanding and facilitates smoother interactions. Here are a few key strategies to consider: Personalization : Tailoring your interactions and communication to meet the specific needs and preferences of each individual strengthens relationships.

Management 52

Management Stakeholders Prioritization Software 52

Account Management Skills

MARCH 20, 2023

If you are really fully focused in that, you can not then do the more strategic elements, looking at the bigger picture and having that time to meaningfully build account plans and growth plans and write proposals to focus on opportunities or to prepare quarterly business reviews, or the needs of the client. So that’s it.

Digitalization 52

Digitalization Account Management Decision-making Management 52