article thumbnail

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. A lthough change can be scary, difficult and potentially costly if not managed correctly, it is ultimately the key to achieving higher win rates, championing large buying groups, and growing revenue.

article thumbnail

People & Problems: The core of strategic account planning

Strategic Account Management Association

But as a provider of a robust set of sales management and methodology capabilities , our teams work with some of the biggest sales organizations in the world. And second, while no one is immune to these challenges, the strategic account planning approaches that drive success today aren’t unique to any particular industry or business size.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

Break & Glue: The art of capturing complex mega-strategic accounts in CRM to get the most from account planning tools 

Strategic Account Management Association

By Saleh Al-Ben Saleh, Strategic Account Manager, Emerson. A while ago, I came across a discussion about the optimal way to capture strategic customers in a customer relationship management (CRM) tool in a way that enables effective, efficient account planning using account planning applications or tools.

article thumbnail

How to Boost Sales Productivity with Account Planning

Upland

Sales productivity involves how efficiently and effectively a sales team can generate revenue—while managing costs and resources, building customer relationships, and staying competitive in the market. Without account planning, the sales process is reduced to putting basic facts and information into a proposal and emailing it to the prospect.

article thumbnail

The Ultimate One Page Key Account Plan Template

Account Manager Tips

Simplify your key account management with our quick 7-step one page key account plan template. Designed for maximum impact without the time sink!

article thumbnail

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. What does account planning technology do? But how do you do it?

article thumbnail

Account Planning Template – Five Components for Success

Upland

How are sales teams meant to grow revenue in key accounts without a well-thought-out account planning strategy ? Do they need an account planning template in order to properly “attack” the revenue waiting within potential accounts? After all, account planning is an ongoing, iterative process.