ProlifIQ

OCTOBER 4, 2023

Should you sell software, how fast are teams trained and onboarded? Account Planning: The Heart of Your Strategy The Role of Account Planning Account planning is where your strategy takes shape. Who are the stakeholders internally you’re going to work closely with? Certain industries?

Account Management 52

Account Management Management Account Planning Key Account Management 52

Arpedio

JANUARY 9, 2024

Ready to streamline your account planning? Try ARPEDIO's Account Planning tool. Metrics and KPIs guide Account Managers in allocating resources effectively, ensuring that efforts are focused on activities that yield the highest return on investment and contribute to overall account success. Let's talk!

Account Management 52

Account Management Management Client Relationships Account Planning 52

Strategic Account Management Association

OCTOBER 14, 2021

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. A Generic Complex Mega-Strategic Account.

Account Planning 520

Account Planning CRM Account Management Decision-making 520

Arpedio

DECEMBER 19, 2023

Onboarding specialists : Focus on ensuring a smooth transition for new clients, helping them get started with the company’s offerings. Ready streamline your account planning? Try ARPEDIO's Account Planning tool. Account Management Build powerful account plans in Salesforce. Let's talk!

Account Management 52

Account Management Communication Management Artificial Intelligence 52

Arpedio

DECEMBER 19, 2023

Onboarding specialists : Focus on ensuring a smooth transition for new clients, helping them get started with the company’s offerings. Ready streamline your account planning? Try ARPEDIO's Account Planning tool. Account Management Build powerful account plans in Salesforce. Let's talk!

Account Management 52

Account Management Customer Success Management Artificial Intelligence 52

Hubspot Sales

MARCH 18, 2019

Obviously, you still want to provide excellent customer service and support to promote word-of-mouth marketing and high retention rates.). The above rule has an exception: If you can get your foot in the door of the prospect's company and then grow the account by selling to other departments, offices, subsidiaries, etc.,

Key Account Management 126

Key Account Management Account Management Management Account Strategy 126

Arpedio

AUGUST 22, 2023

This segmentation, very much in line with the principles of account-based selling , allows you to allocate resources, time, and effort effectively, ensuring you focus on the accounts that hold the most value for your business. Regularly engage with key stakeholders, listen to their feedback, and provide updates on your progress.

Key Account Management 52

Key Account Management Account Management Management Onboarding 52

Arpedio

JANUARY 5, 2024

Defining Account Management At its core, account management is the professional process focused on maintaining and expanding relationships with existing company clients. The amalgamation of account management and customer success shapes a customer-centric culture that resonates throughout the organization.

Account Management 52

Account Management Customer Success Management Energy and Utilities 52

Arpedio

APRIL 27, 2023

At its core, sales enablement is about aligning marketing and sales teams to ensure that they are working together towards a common goal. This can include sales training, customer insights, competitive intelligence, product knowledge, and marketing collateral. And the best part? Are you already using Salesforce?

Sales 52

Sales Software Software Sales Training 52

Arpedio

MARCH 26, 2024

It serves as the foundation for establishing strong customer relationships, understanding market dynamics, and ultimately closing deals that drive revenue growth. It serves as the foundation for building strong customer relationships, understanding market dynamics, and ultimately closing deals that drive revenue and profitability.

Value Proposition 52

Value Proposition Prioritization Sales Organization 52

SmartKarrot

MARCH 29, 2023

To meet client expectations, collaborate with Fortanix stakeholders in sales, product, and engineering. Assistance with customer onboarding and training to encourage adoption. Create and carry out account plans with an emphasis on boosting product uptake and opening up new value channels.

Customer Success 19

Customer Success Stakeholders Onboarding Client Relationships 19

SmartKarrot

OCTOBER 19, 2022

Building a Customer Success organization that supports customers from onboarding through renewal. Creating best-in-class processes for onboarding, training, support, engagement, and business reviews. Oversee client onboarding and lifecycle experience, stepping in as needed to navigate difficult situations.

Customer Success 19

Customer Success Onboarding Client Onboarding Banking 19

SmartKarrot

NOVEMBER 2, 2022

Establish high quality, relevant, service experience across a wide range of customers, including Enterprise, Mid-Market, Agency, and Channel Partners. Be the voice of the customer, driving proactive cross-functional alignment and collaboration internally with key stakeholders in Sales, Product, Engineering, and Finance.

Customer Success 19

Customer Success Stakeholders Onboarding Finance 19

Arpedio

MAY 23, 2023

Sales coaching can also be used to address specific challenges or opportunities, such as dealing with difficult customers, navigating complex sales situations , or adapting to changing market conditions. Start by centralizing your account and stakeholder data in Salesforce! Why is Sales Coaching Important? Let's talk!

Sales 52

Sales Account Management Stakeholders CRM 52

DemandFarm

MAY 22, 2023

To achieve this, they devise and implement sales strategies tailored to their target market. By fostering long-term relationships, Key Account Managers ensure a steady flow of revenue and increase the client’s lifetime value. Collaboration Sales Managers: Work closely with marketing, product development, and customer support.

Key Account Management 52

Key Account Management Account Management Digitalization Sales Management 52

SmartKarrot

MARCH 7, 2022

Role: Director, Customer Success Location: Remote, New York, NY, US Organization: Urbint As a Director of Customer Success, you will own the ultimate success of Urbint’s customer base; this includes seamless customer onboarding, project success, retention, and renewal. Deliver key success metrics such as NPS and Net Recurring Revenue.

Customer Success 19

Customer Success Account Growth Onboarding Account Planning 19

SmartKarrot

DECEMBER 2, 2022

Role: Customer Success Manager Location: Sydney, New South Wales, Australia (Hybrid) Organization: Jenkin Beattie As a Customer Success Manager, you will develop and manage key accounts achieving mutual goals whilst seeking growth within each account. Onboard and train new customers on the solution. Apply here: [link].

Customer Success 19

Customer Success Onboarding Account Planning Account Development 19

SmartKarrot

MAY 30, 2023

You will form close ties with important users and stakeholders in this capacity, manage a number of accounts across EMEA, and develop and carry out growth plans. As time goes on, we will teach you how to onboard new clients so they get the most out of their investment in our software solution.

Customer Success 19

Customer Success Emotional Intelligence Stakeholders Negotiation 19

SmartKarrot

MARCH 25, 2022

Collaborate with the Pacvue Training and Education team to build out the content for product onboarding and education. Own the client relationships and provide tactical support for strategic accounts. Act as a trusted advisor and thought leader in the event marketing space. Apply here: [link].

Customer Success 19

Customer Success Account Planning Stakeholders Finance 19

SmartKarrot

MARCH 29, 2023

To meet client expectations, collaborate with Fortanix stakeholders in sales, product, and engineering. Assistance with customer onboarding and training to encourage adoption. Create and carry out account plans with an emphasis on boosting product uptake and opening up new value channels.

Customer Success 15

Customer Success Stakeholders Onboarding Client Relationships 15

SmartKarrot

FEBRUARY 1, 2022

Oversee customer onboarding, strategic business reviews, success plans, contract renewals and upsell opportunities. Own metrics related to the successful onboarding, retention, and growth of Teampay customers. Being the main point of contact between the company and your portfolio of named accounts.

Customer Success 19

Customer Success Onboarding Account Planning Healthcare 19

SmartKarrot

MARCH 29, 2022

Establish professional and productive relationships with key stakeholders. Partner with the consumer marketing team to deliver and execute a robust engagement strategy. Set up new Account relationships appropriately within the pre-sales lifecycle stage.

Customer Success 19

Customer Success Transportation Client Relationships Stakeholders 19

SmartKarrot

JANUARY 9, 2023

Role: Customer Success Manager Location: London, England, United Kingdom Organization: HiBob As a Customer Success Manager, you will build and execute an account-specific relationship framework inclusive of regularly scheduled status calls, quarterly business reviews, account documentation, reference management, and account planning sessions.

Customer Success 19

Customer Success Onboarding Account Planning Stakeholders 19

SmartKarrot

SEPTEMBER 19, 2022

Leads senior and experienced direct reports and colleagues while holding the team accountable to high standards and developmental goals; holds crew and self accountable to financial targets. Setting clear growth and retention strategy for the assigned market segment.

Customer Success 19

Customer Success Account Planning Retail Account Development 19

SmartKarrot

APRIL 15, 2022

As a Trusted Advisor and Executive Sponsor, develop and maintain long-term relationships with stakeholders at your customers. Partner closely with Manage, hire, develop and onboard a team of strategic account executives to serve the needs of the customers and business. Plan, schedule and oversee key client communication points.

Customer Success 19

Customer Success Onboarding Negotiation Leadership 19

SmartKarrot

SEPTEMBER 5, 2022

Establish and maintain proactive communication with key customers and stakeholders. Work closely with the Technical Integration Manager to guide customers through onboarding and integration. Collaborate with sales and marketing to drive case studies and customer references.

Customer Success 19

Customer Success Onboarding Prioritization Facilitation 19

SmartKarrot

JANUARY 27, 2022

Provide reporting on account progress and forecasts. Build and nurture relationships with key stakeholders to ensure alignment. Provide feedback to the product, sales, marketing, and executive team to ensure the client voice is present. Identify opportunities for account growth within your managed accounts.

Customer Success 19

Customer Success Stakeholders Account Growth Facilitation 19

SmartKarrot

MAY 19, 2022

Role: Director, Client Success Location: Remote, United States Organization: MediaMath As a Director of Client Success, you will own and develop strong relationships with the client and key stakeholders from C-suite to Hands-in-keyboards. Keep regular meetings with key stakeholders & running Business Reviews.

Customer Success 19

Customer Success Stakeholders Client Onboarding Government 19

SmartKarrot

SEPTEMBER 3, 2021

Create success plans for your customers and document customer progress toward established goals and results. Work closely with Axon’s marketing and training teams to conduct regular training webinars and calls. Execute the onboarding and implementation of customer data, while ensuring milestones and timelines are achieved.

Customer Success 19

Customer Success Onboarding Account Growth Client Relationships 19

SBI

OCTOBER 29, 2019

New integration between market leaders delivers the benefits of Allego’s sales learning and readiness platform with Seismic’s advanced sales enablement solution. Research has shown that sales teams often underperform because of gaps in the perceptions, attitudes and information flows between internal stakeholders and sales reps.

Account Planning 20

Account Planning Onboarding Sales Acquisition 20

OnStrategyHQ

MAY 18, 2021

The “Financial” perspective indicates whether the company’s strategy, implementation, and execution are contributing to top and bottom line improvement include the following: Cash flow, Sales growth, Market share, and ROE. This driver deals primarily with gaining and growing customers and market share.

Organization 96

Organization Facilitation Small Business Marketing 96

Account Management Skills

AUGUST 24, 2021

With the account management world, you do it based on the commitments you’re making to your customers. But it’s a very similar dynamic, I’m still creating a plan. I’m working toward that plan. I’m updating internal and external stakeholders, and all that sort of stuff. It’s really fun.

Account Management 98

Account Management Management Account Planning Co-Creation 98

SmartKarrot

DECEMBER 17, 2021

Oversee the creation and direction of training materials that can be used to supplement customer onboarding and ongoing customer support. Create account plans for your portfolio of customers, with the aim to create genuine value and maximize revenue potential.

Customer Success 19

Customer Success Onboarding Account Growth Account Planning 19

SmartKarrot

NOVEMBER 16, 2022

You’ll build a long-term trust-based relationship, ensuring to develop and execute a strategic account plan that is aligned with the value of the client and company. Have a Growth Focus – setting a vision and associate plan for the development of a strong, growing, and profitable customer account.

Customer Success 19

Customer Success Client Relationships Profitability Performance Review 19

SBI

JANUARY 29, 2020

Allego , provider of the market-leading learning and readiness platform for sales and other teams, today announced its latest release, which delivers a groundbreaking approach to employee development. SalesTech Industry News: @AllegoSoftware Unveils the Future of Sales Team Development with Latest Platform Release.

Account Planning 26

Account Planning Sales Digital Transformation Stakeholders 26

SmartKarrot

JANUARY 21, 2022

Enable the customer success team to have the proper marketing and design resources necessary to build client-facing collateral and end-user training materials. Create and execute a talent strategy that recruits, onboards, and develops diverse talent. Capturing new customer requirements in order to improve revenue and satisfaction.

Customer Success 19

Customer Success Value Proposition Leadership Account Planning 19

SmartKarrot

OCTOBER 12, 2021

Build and lead a world-class team, developing a company-wide customer success program that integrates processes, content, and data to/from stakeholder organizations (e,g., Marketing, Sales, and Product/Engineering). Provide strategic direction on revenue expansion in accounts through cross-sell and up-sell opportunities.

Customer Success 19

Customer Success Account Planning Digitalization Customer Experience 19