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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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Webinar: Supercharged Account Planning

Janek Performance Group: Account Planning

In an uncertain environment, sales organizations cannot consistently rely on new leads to drive business. Instead, they must maximize revenue from their existing accounts. This makes strategic account planning so essential.

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Why Key Account Management Should Be a Priority

ProlifIQ

This is typically done through something called key account management. What is Key Account Management (KAM)? Key Account Management is a strategic approach to managing a company’s relationships with its most valuable customers. Which is precisely the job of a sales VP or manager.

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The Six Critical Ingredients for the Best Account Plan Ever

Revegy

Are your account plans helping your teams meet their quotas or are they missing the mark? Without comprehensive, well thought out account plans, companies are missing out on major revenue opportunities and risk losing some of their largest clients. 1) Figure Out Who Matters with Relationship Maps.

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Change Inhibitors In Sales Transformations

Sales Outcomes

Front-line sales managers are the key to enabling behavior change in salespeople. To that end, changes in sales manager behavior must come first; however, front-line sales managers live in a hectic environment – pressures from leadership, their teams, and other functions such as marketing, sales operations, HR, etc.

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How to Better Align Sellers and Leadership

ProlifIQ

As a seller, this means you must also be consultative and understand not just your own product, but also the competitive landscape within each target account. Understanding the makeup of your top accounts should be a top priority for sellers and leaders. Here is where account planning can really make or break your selling strategy.

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5 Ways to Uncover Hidden Revenue in Strategic Accounts

SBI

Now, with the economic uncertainties of 2020, sales teams of all sizes are desperate for a more strategic approach to building dependable and ongoing opportunities to optimize customer revenue in their most strategic accounts. To uncover hidden revenue in your key accounts, focus on these 5 strategies that great companies get right.