ProlifIQ

MARCH 30, 2023

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?

Account Planning 98

Account Planning Key Account Management Account Management Stakeholders 98

ProlifIQ

FEBRUARY 27, 2023

If you want to run a successful B2B business, it should be focused on acquiring large customers and growing the number of users or products inside those key accounts. This is typically done through something called key account management. What is Key Account Management (KAM)?

Key Account Management 52

Key Account Management Account Management Management Prioritization 52

Openview

MAY 11, 2018

The building blocks of developing a great sales team have not changed – recruiting, interviewing, hiring, training and development. However, the nuances within each discipline have modernized, requiring sales leadership playbooks to be updated. Here are 3 ways fast-growing startups build sales teams differently.

Artificial Intelligence 90

Artificial Intelligence Onboarding Sales Profitability 90

SmartKarrot

JANUARY 20, 2023

Manage complex cases on compliance, payroll, invoicing, account setups, etc. Responsible and accountable for overall customer satisfaction and retention overseeing customer onboarding, account management, and expansion. Collaborate with Sales leadership to drive high retention rates and growth.

Customer Success 19

Customer Success Onboarding Government Negotiation 19

SmartKarrot

OCTOBER 25, 2021

Build the process of working with SheerID’s largest customers and partner with Sales in developing a roadmap for revenue growth and retention. Partner with EMEA Sales Leadership to develop the plan for Customer Success expansion into that region.

Customer Success 19

Customer Success Onboarding Account Planning Customer Experience 19

SBI

JUNE 12, 2019

Gavigan will be leading the company’s sales team while developing and executing a comprehensive sales strategy as the software company continues to grow its base of elite enterprise customers. As we continue to grow, we need sales leadership that can help us with our focus on enterprise SaaS sales. PAUL, Minn.,

Artificial Intelligence 25

Artificial Intelligence Account Planning Sales Leadership B2B 25

SmartKarrot

NOVEMBER 24, 2021

Apply here: [link] Role: Director, Customer Success (Remote) Location: Remote, United States Organization: Caroo As a Director, Customer Success, you will develop account management playbook for an evolving tech-enabled product and growing membership base. Collaborate with sales leadership to design account handoff processes.

Customer Success 19

Customer Success Account Management Leadership Account Growth 19