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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. 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.

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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. But how, exactly, we do that—how we build account planning motions that drive real wins—rests on the twin pillars of people and problems.

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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.

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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.

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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: A Definitive Guide – 2023

Upland

Account planning has never been so necessary – or so challenging – to get right. When used effectively, account planning benefits businesses by delivering more revenue, happier customers, and more effective sales teams. . But what exactly is account planning, and why is it so important in 2023? .

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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.