Upland

MARCH 23, 2023

This can happen in one of a few ways: Account Planning to Counter Sandbagging A strong account planning practice starts with consistency. In addition to helping teams gain a holistic view of their accounts, the right account planning software can help teams see sandbagging warning signs early on.

Account Planning 195

Account Planning Sales Decision-making Sales Environment 195

Arpedio

OCTOBER 17, 2023

Account management software tools Account Management Software ← Back to blog Account management software solutions have transformed the way businesses handle their account planning and client interactions. These powerful tools offer a centralized platform that simplifies a wide range of tasks.

Account Management 52

Account Management Software Software Management 52

Arpedio

NOVEMBER 6, 2023

Sales automation software: The ultimate guide Explore the ARPEDIO platform ← Back to blog In today’s fast-paced business landscape, sales teams face numerous challenges in managing accounts, seizing opportunities, and nurturing relationships with stakeholders. What is sales automation software? Let’s dive in!

Software 52

Software Software Sales Artificial Intelligence 52

Upland

MARCH 29, 2023

Gone were the face to face office meetings and networking at industry events, and in their place were hour-long zoom calls with sellers wearing hoodies. Now, however, things have changed. This is part of the mindset shift required to become effective at relationship management and is also a key aspect of account planning.

CRM 195

CRM Management Stakeholders Decision-making 195

ProlifIQ

OCTOBER 4, 2023

What It Is Account management strategy is the roadmap that guides your interactions with key accounts. It encompasses a series of well-thought-out actions designed to meet your goals and objectives while ensuring customer satisfaction, retention, and expansion. Should you sell software, how fast are teams trained and onboarded?

Account Management 52

Account Management Management Account Planning Key Account Management 52

Revegy

JULY 17, 2018

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.

Account Planning 40

Account Planning Suppliers Profitability Decision-making 40

Arpedio

MARCH 27, 2023

Sales Pipeline Management Software – Manage Your Opportunities With Ease ← Back to blog Sales pipeline management is an effective tool for converting leads into sales. In a few more words, pipeline management is important because it helps organizations effectively plan, organize, and track the progress of leads from A to Z.

Software 52

Software Software Management Sales 52

Arpedio

MARCH 27, 2023

Sales Pipeline Management Software – Manage Your Opportunities With Ease ← Back to blog Sales pipeline management is an effective tool for converting leads into sales. In a few more words, pipeline management is important because it helps organizations effectively plan, organize, and track the progress of leads from A to Z.

Software 52

Software Software Management Sales 52

ProlifIQ

NOVEMBER 9, 2022

That means when a conversation begins with your selling team, it can be assumed that most of these people aren’t going into their first discovery meeting blind. 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.

Leadership 52

Leadership Account Planning Sales Leadership Stakeholders 52

ProlifIQ

FEBRUARY 8, 2023

Where are you as a company not meeting business requirements for your customers? This is essentially the industry standard way a sales team and customer success managers think about account management. For example, the CRM can show the results of previous account plans and identify areas where improvements can be made.

Account Planning 52

Account Planning CRM Customer Success Decision-making 52

Account Manager Tips

NOVEMBER 16, 2022

Use meeting scheduling apps 7. Create recurring milestone meetings 11. Share the load You don't have to be the only one in your organization communicating with key stakeholders. Use meeting scheduling apps Meeting scheduling software enhances client communication by automating the appointment booking process.

Key Account Management 130

Key Account Management Account Management Procurement Communication 130

ProlifIQ

FEBRUARY 23, 2023

This will give you insight into the other players you’ll want to connect with and primes them to understand your solution affects multiple functions/stakeholders. This puts you in a position to bring a distinct POV to those stakeholders you just uncovered. Should we invite Nancy to our next meeting to cover that?”

Stakeholders 52

Stakeholders Account Planning Decision-making Facilitation 52

DemandFarm

MARCH 31, 2023

I didn’t want to add to the tech stack and have other random bits of software outside of that,” – Andrew Collings. Challenges in Shifting to Digital Key Account Management Shifting to Digital Key Account Management also comes with its fair share of challenges. All of our customers are Salesforce users.

Key Account Management 52

Key Account Management Account Management Digitalization Management 52

Arpedio

JANUARY 9, 2024

Elevating Account Management Through Metrics and KPIs Explore ARPEDIO's Account Management Software ← Back to blog As companies strive to build lasting relationships with their clients, the need for effective Account Management strategies and tools becomes paramount. Ready to streamline your account planning?

Account Management 52

Account Management Management Client Relationships Account Planning 52

DemandFarm

APRIL 13, 2023

Key Account Management Glossary: 65 Crucial Account Management Terms Explained Account Hierarchy: Account Hierarchy is the structure and organization of key accounts within a company visualized in a hierarchical system of decision-makers and stakeholders.

Key Account Management 52

Key Account Management Account Management Management Value Proposition 52

Arpedio

FEBRUARY 26, 2024

careers Office Assistant in an accelerating software and consulting business ← Back to careers Do you thrive in keeping order, welcoming guests, and helping your colleagues with diverse practical tasks? 1 Account-Based Selling Platform Powerful alone. Account Management Build powerful account plans in Salesforce.

B2B 52

B2B Innovation Sales Training Account Planning 52

Arpedio

DECEMBER 19, 2023

The vital role of Customer Success in Account Management Explore ARPEDIO's Account Management Software ← Back to blog In recent times, companies have come to realize the significance of aligning their customer success and account management strategies. Ready streamline your account planning? Let's talk!

Account Management 52

Account Management Communication Management Artificial Intelligence 52

Arpedio

DECEMBER 19, 2023

The vital role of Customer Success in Account Management Explore ARPEDIO's Account Management Software ← Back to blog In recent times, companies have come to realize the significance of aligning their customer success and account management strategies. Ready streamline your account planning? Let's talk!

Account Management 52

Account Management Customer Success Management Artificial Intelligence 52

Arpedio

MAY 10, 2023

Why Key Account Management is Essential for Business Success ← Back to blog In today’s fast-paced business world, simply acquiring new customers isn’t enough – you need to keep them coming back for more. That’s where Key Account Management (KAM) comes in.

Key Account Management 52

Key Account Management Account Management Management Profitability 52

SBI

JULY 1, 2020

Organizations that understand the true value of account planning, identify untapped revenue potential while delivering strategic customer value. To uncover hidden revenue in your key accounts, focus on these 5 strategies that great companies get right. Collaborate Beyond Sales.

Account Planning 72

Account Planning Decision-making Stakeholders Leadership 72

Arpedio

JANUARY 5, 2024

Key Responsibilities of Account Managers Account managers are entrusted with a variety of responsibilities that collectively aim to fortify the client-agency relationship. Pioneered by software companies eager to retain their monthly and yearly subscribers, the discipline has matured into a cornerstone of business sustainability.

Account Management 52

Account Management Customer Success Management Energy and Utilities 52

Arpedio

OCTOBER 17, 2023

How to build a winning account management team Account Management Software ← Back to blog A winning account management team can be your secret weapon to supercharge your company’s growth and customer satisfaction. But how do you assemble, nurture, and lead a high-performing account management team?

Account Management 52

Account Management Management Client Relationships Emotional Intelligence 52

OnStrategyHQ

DECEMBER 20, 2023

To kick this process off, we recommend 1-2 weeks (1-hour meeting with the Owner/CEO, Strategy Director, and Facilitator (if necessary) to discuss the information collected and direction for continued planning.) Questions to Ask: Who is on your Planning Team? What senior leadership members and key stakeholders are included?

Value Proposition 98

Value Proposition Facilitation Decision-making Organization 98

Arpedio

MAY 23, 2023

Sales Coaching Software​ What is Sales Coaching? Sales coaching can be conducted through regular meetings, role-playing exercises, feedback sessions, and performance evaluations. Start by centralizing your account and stakeholder data in Salesforce! Sales Coaching Examples​ 5. The Pareto Principle​ 6. Let's talk!

Sales 52

Sales Account Management Stakeholders CRM 52

Arpedio

MARCH 6, 2024

By gaining insights into client pain points and objectives, account managers can tailor solutions and services to meet their specific requirements, ultimately driving greater satisfaction and loyalty. Tailoring Approaches One size does not fit all when it comes to account management.

Account Management 52

Account Management Management Prioritization Client Relationships 52

Arpedio

APRIL 15, 2024

By establishing a strong alignment between these two departments, organizations can ensure that marketing materials, messaging, and content are tailored to meet the needs of the sales team and ultimately drive revenue. One of the key benefits of sales enablement is its ability to align marketing and sales efforts.

Sales Training 52

Sales Training Sales Decision-making Account Planning 52

DemandFarm

MAY 25, 2023

Thank you for meeting with me last week. He must now call and find out if any of these stakeholders are still relevant to the task he needs to do. After: Brendon logs into his company’s Org Chart software. He is so pleased to be able to see, at one glance, all the key stakeholders in his key account.

Account Management 52

Account Management Digitalization Key Account Management Digital Transformation 52

Arpedio

DECEMBER 19, 2023

ARPEDIO Relationship Mapping & Org Chart Software By understanding these core concepts, businesses can effectively implement an ABS strategy that not only aligns with their sales goals but also resonates with their target audience. Relationship Mapping & Org Chart Manage internal and external relationships with key stakeholders.

Decision-making 52

Decision-making Account Planning CRM Marketing 52

DemandFarm

MAY 22, 2023

Is a key account manager the same as a sales manager? Meet Anna, a diligent Sales Manager at Brilliant Solutions , a thriving software company specializing in cutting-edge automation tools. They set measurable goals for their team, ensuring that the company meets its financial objectives.

Key Account Management 52

Key Account Management Account Management Digitalization Sales Management 52

Arpedio

MARCH 27, 2023

It was first developed in the 1990s for software sales and is used extensively throughout some of the most elite sales organizations across the world. It means that you have the MEDDIC framework available right at your fingertips for qualifying your accounts/opportunities directly in Salesforce. Now, what exactly does this mean?

Sales 52

Sales Account Management e-Learning Decision-making 52

Account Management Skills

AUGUST 24, 2021

And so our journey was we started building HR software several years ago, and that then migrated into account management. And the thing that was the same between the two and led us from one to the other was the tracking of goals and accountabilities. I’m working toward that plan. Jenny 07:44.

Account Management 98

Account Management Management Account Planning Co-Creation 98

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

Arpedio

OCTOBER 10, 2023

Improved customer retention Personalization isn’t just for attracting new accounts; it’s equally important for retaining and expanding existing ones. When you continue to personalize your interactions throughout the customer lifecycle, you demonstrate an ongoing commitment to meeting their evolving needs. Superior together.

Decision-making 52

Decision-making Account Planning Marketing Stakeholders 52

SmartKarrot

MARCH 30, 2023

Role: Senior Customer Success Manager Location: United States (Remote) Organization: Talentify.io As a Senior Customer Success Manager you’ll be focusing on a certain set of accounts and fostering and sustaining relationships with important stakeholders. Handling the advertising budget of a customer and ensuring success.

Customer Success 19

Customer Success Advertising eCommerce Stakeholders 19

OnStrategyHQ

MAY 18, 2021

Follow Up Offsite Meeting: 2-4 hours. *To To access the worksheets under “Tools & Techniques” please refer to our Strategic Planning Kit for Dummies. OnStrategy is the leader in strategic planning and performance management. Your strategy meetings should easily facilitate this process. Strategy Map.

Organization 96

Organization Facilitation Small Business Marketing 96

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

MARCH 7, 2022

Manage a portfolio of accounts with a focus on renewals and up-sell conversations. Meet net retention and CSAT/NPS KPIs through data-driven analysis, planning, and execution. Establish and maintain relationships with key stakeholders, strategic account planning and promote internal advocacy.

Customer Success 19

Customer Success Account Growth Onboarding Account Planning 19