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How to Boost Sales Productivity with Account Planning

Upland

Sales productivity becomes even more difficult for complex B2B accounts with large buying groups and multiple divisions involved in the decision-making process. Why account planning is essential to boost sales productivity Account planning is the process of mapping out key aspects of a potential customer or account.

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Salesforce Account Plans In 2025

ProlifIQ

Salesforce Account Plans – Using Your CRM To Drive Strategy Salesforce account plans are a powerful feature within the Salesforce ecosystem, designed to streamline and enhance strategic account planning for B2B sales and account management professionals.

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Strategic Account Planning: All You Need to Know

Arpedio

Welcome to our comprehensive guide on strategic account planning – a vital practice for businesses looking to achieve long-term success and foster strong customer relationships. In today’s competitive landscape, having a well-defined account plan is essential to effectively manage key accounts and drive growth.

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Strategic Account Planning: All You Need to Know

Arpedio

Welcome to our comprehensive guide on strategic account planning – a vital practice for businesses looking to achieve long-term success and foster strong customer relationships. In today’s competitive landscape, having a well-defined account plan is essential to effectively manage key accounts and drive growth.

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The Business Review: a modern classic, so important also during difficult times

KAM With Passion

Account Management is part of a company’s operating model (companies who do not consider it that way, shoot themselves in the foot). Whatever their frequency, they are mainly used to analyse together what has happened since the previous meeting and to plan operations for the next reference period.

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KAM Leader Series: Shaping Innovative Solutions

Cosawi

Unlocking the SAM Journey Through Center of Excellence, Executive Engagement, & ABM Mastery By Dominique Côté Owner and Founder, Cosawi Disruption continues to drive innovation across industries, reshaping how businesses engage with customers. Key Takeaways • ABM must go beyond product promotion, focusing on customer needs and journey.

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Account Management Techniques: Strategies for Success

Arpedio

At its essence, account management goes beyond mere transactional interactions; it encompasses a holistic approach to client engagement. Rather than focusing solely on closing deals, account management prioritizes the establishment of robust, enduring relationships built on trust, transparency, and value.