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The Importance of Change Management in Account Planning

Upland

Sales leaders often find that commitment to change is the single most important ingredient in a successful account planning practice. When it comes to account planning, change is inevitable. Revenue growth isn’t easy, but it can be simplified when sales organizations balance complex processes with a simplified approach.

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How to Choose the Best Account Planning Software

Upland

You know that you need to find the best account planning software for your team. In this Guide this guide, we’ll walk you through some of the elements that make up a powerful account planning software – what it is, and isn’t. Then they need to scale those outcomes across their organization. But how do you do it?

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Account Planning Template

ProlifIQ

Account Planning Template for B2B Sales Teams You can steal the key account plan template we use with customers here. We’ll cover each part including: Business Overview Objectives & goals Relationship Mapping White Space (Expansion) Action Introduction: What is Account Planning?

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How to Supercharge Your Account Planning

Janek Performance Group: Account Planning

All sales organizations need new business to thrive and grow. As such, they often prioritize new accounts. Clearly, in times like these, organizations cannot just rely on new business to generate revenue. Clearly, in times like these, organizations cannot just rely on new business to generate revenue.

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Forrester Checklist: Account Planning Readiness Assessment by Forrester

DemandFarm

Account Planning Readiness Assessment: Developed by Forrester Assess your organization’s readiness for effective account planning with this downloadable checklist by Forrester. Receive actionable guidance and industry expertise to enhance your account planning capabilities and drive long-term success.

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Want to Accelerate Your SAM Journey? Create a Center of Excellence

Strategic Account Management Association

Organizations are already planning for this new- or next-normal hybrid model and have worked hard to elevate the needed skill sets of their commercial teams – especially strategic account managers. The pandemic has forced organizations to pivot and reinvent how they engage with customers. Five Elements of a COE.

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FROM EXECUTIVE SPONSORSHIP TO EXECUTIVE ENGAGEMENT

Strategic Account Management Association

In our organization’s work, we see much confusion and lack of clarity on executive sponsorship, even when it is in place. Clarifying the executive sponsor role, behaviors (internally and externally) and expectations is critical if we wish to leverage the role as an accelerator and create executive accountability within the account team.