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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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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.

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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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What is Stakeholder Mapping in Sales?

Upland

Stakeholder mapping in sales is the process of mapping out key decision makers within the buying group of the account you are looking to do business with. In stakeholder mapping, you need to: Define stakeholder goals: what are their biggest priorities? You need to understand the entire account landscape.

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How to Create an Insanely Easy Strategic Account Plan + Template

Account Manager Tips

Strategic account planning process 1. Create your strategic account plan Categories Objectives Initiatives 4. Review and revise your account plan Strategic account plan Excel template Strategic account planning resources. Have a conversation with your client Where are we?

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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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Defining a Sales Account Plan Strategy

Arpedio

A sales account plan strategy is a vital tool for achieving sales growth and building strong client relationships. By implementing a well-defined account plan strategy, companies can ensure they are effectively targeting their key accounts and maximizing their sales potential.