Strategic Account Management Association

AUGUST 6, 2021

Key Account Planning: Outlines a standardized methodology and template for key account planning, which has enabled the team to use account plans as a communication vehicle for internal and customer-facing purposes. Tier 2: Applied Processes. Three additional processes are in incubation.

Supply Chain 520

Supply Chain Logistics Co-Creation e-Learning 520

Upland

DECEMBER 14, 2021

By integrating Slack with Altify, an account planning software built natively in Salesforce, sellers can easily work together to refine account plans and win opportunities—with all critical insight captured in Salesforce for future reference. By design, Slack alerts are powerful and flexible.

Account Planning 195

Account Planning Account Management Publishing Organization 195

ProlifIQ

FEBRUARY 13, 2023

As a customer success manager, successful customer onboardings are critical to the success of your company and the customers you serve. When customers have a positive onboarding experience, they are more likely to adopt the product effectively, continue using it over the long term, and refer others.

Account Planning 52

Account Planning Onboarding Sales Customer Success 52

Arpedio

DECEMBER 19, 2023

December 20 How much faster is our client Eagle Eye onboarding new team members after implementing ARPEDIO’s software? Enter draw #1 Account-Based Selling Platform Treat your colleagues to an early Christmas present Relationship Mapping & Org Chart Improve your critical stakeholder relationships.

Onboarding 52

Onboarding Account Planning Stakeholders Account Management 52

Arpedio

DECEMBER 14, 2023

December 15 How can ARPEDIO's solutions accelerate the onboarding of new sales hires? Enter draw #1 Account-Based Selling Platform Treat your colleagues to an early Christmas present Relationship Mapping & Org Chart Improve your critical stakeholder relationships.

Stakeholders 52

Stakeholders Onboarding Account Planning Account Management 52

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. How frequently are users in your tool?

Account Management 52

Account Management Management Account Planning Key Account Management 52

Revegy

JULY 31, 2023

Building an effective sales team goes beyond recruiting, hiring, and onboarding the right talent. It requires managing your team with proven sales coaching training strategies to ensure members reach their full potential. While some sales team members may have natural talents or much experience, others may need more support to excel.

Onboarding 98

Onboarding Sales Management Account Planning 98

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

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

Mike Kunkle

MAY 11, 2022

This includes an understanding of processes, political savvy, culture, collaboration, consensus building, and the ability to execute on all the above plans effectively. How to plan and organize effectively. Strategic Account Management. Account Planning. Part of Strategic Account Management. Sales Hiring.

Co-Creation 130

Co-Creation Sales Sales Training Decision-making 130

Sales Outcomes

OCTOBER 17, 2022

Sales playbooks also accelerate the onboarding of new hires and provide a framework for sales managers to accelerate pipeline quality and advance deals to closure through coaching. Alas, two things are never “finished” in sales – account plans and playbooks.

Value Proposition 52

Value Proposition Sales Onboarding Account Planning 52

Account Manager Tips

SEPTEMBER 29, 2020

It's extremely powerful How to use it I've used Airtable to collect data using their forms feature , manage participants for training, created implementation and onboarding plans, account plans and more recently a crisis management plan below to help key account managers focus on what's important to their clients during the global pandemic. . (5)

Key Account Management 130

Key Account Management Account Management Management Meetings 130

Openview

MAY 11, 2018

Clients who have invested in onboarding programs that offer a hands-on approach experience the strongest return on investment. The Aberdeen Group surveyed more than 200 companies, and those with a comprehensive onboarding program scored significantly higher profits and employee retention, productivity, and satisfaction.

Artificial Intelligence 90

Artificial Intelligence Onboarding Sales Profitability 90

ProlifIQ

FEBRUARY 27, 2023

The Risks of not using Key Account Management Missed opportunities for growth – It should be clear by now, but if a sales organization is not using a successful key account management approach, they may miss out on opportunities for growth with its most key accounts.

Key Account Management 52

Key Account Management Account Management Management Prioritization 52

Deep Insight

JANUARY 28, 2020

Onboarding. The first phase in our approach is ‘Onboarding’ the organisation; The very first step is to secure the buy-in from the senior leadership team to the journey that they are about to embark on. The second step is to onboard the rest of the organisation, primarily the sales and account teams.

Onboarding 52

Onboarding Leadership Account Management Account Planning 52

Arpedio

JUNE 20, 2023

Prev Previous post How Eagle Eye Achieved 4X Faster Employee Onboarding #1 Account-Based Selling Platform Powerful alone. Superior together.

Customer Success 52

Customer Success Account Management Facilitation Stakeholders 52

SalesPop

MAY 7, 2021

We’ve thoroughly covered many factors of account planning, such as setting goals and targets. But at the end of the day, account planning naturally evolves into creating a project, which falls into the realm of project management. A project is primarily made up of objectives. This would be a total of 5 people.

Account Management 98

Account Management Management Innovation Account Planning 98

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. Principles Behind Customer Success Strategies Customer success strategies are built on a proactive engagement model.

Account Management 52

Account Management Customer Success Management Energy and Utilities 52

Sales Outcomes

APRIL 19, 2021

Sales playbooks help onboard new hires and provide a framework for sales managers to accelerate pipeline quality and advance deals to closure through coaching. Alas, two things are never “finished” in sales – account plans and playbooks.

Value Proposition 52

Value Proposition Sales Account Planning Onboarding 52

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. Account Management Build powerful account plans in Salesforce. Superior together.

Key Account Management 52

Key Account Management Account Management Management Onboarding 52

SBI

SEPTEMBER 27, 2019

Sales onboarding and continuous training – preparing sales teams to deliver value in every buyer interaction. Year after year, research shows that readiness and training services – such as onboarding, skills development and coaching – are the most critical responsibilities of sales enablement. Account Planning.

Artificial Intelligence 34

Artificial Intelligence Account Planning Onboarding Profitability 34

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

SBI

JANUARY 14, 2020

2 “Sales leaders know that it has always been about sales readiness – the combination of onboarding, training and knowledge sharing that make for a productive sales individual and team.”. Account Planning. Account Planning. Account Planning. Account Planning. 1 Forrester Research, Inc.,

Account Planning 34

Account Planning Artificial Intelligence Sales Acquisition 34

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

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

SBI

AUGUST 15, 2019

Sales onboarding and continuous training – preparing sales teams to deliver value in every buyer interaction. A useful and innovative tool to support sales staff onboarding, sales effectiveness and coaching.”. Account Planning. It offers a key account planning and. Account Targeting. Industry News.

Artificial Intelligence 28

Artificial Intelligence Account Planning Onboarding Innovation 28

Insightly

FEBRUARY 18, 2022

In one of DoubleCheck’s recent new win/loss program client onboarding sessions with a midsize enterprise software vendor, the CMO stated, “We felt like the pre-sales support we received wasn’t great, so we didn’t think the solution was worth the extra price.” . Insightly’s Account Plan feature is a great way to set the vision for your SCV.

CRM 98

CRM Decision-making Client Onboarding Customer Experience 98

SBI

DECEMBER 9, 2019

Video sales apps, sales onboarding, buyer engagement, e-signature solutions, deal management, white-space analysis, reference management and more. Account Planning. Revegy, the enterprise account planning platform for revenue optimization, rolled out two new features in its Fall Release: Whitespace+ and Contacts+.

Account Planning 26

Account Planning Software Software Acquisition 26

Account Management Skills

AUGUST 24, 2021

So think strategically about the customer, which can also mean that we are building account plans, for example, we’re looking at the org chart to understand who’s who are the relationship map, who’s who within the organisation. Some of that is the templates on building engagement plans or account plans.

Account Management 98

Account Management Management Account Planning Co-Creation 98

SmartKarrot

OCTOBER 25, 2021

As a Strategic Customer Success Manager, you will manage the hand-off from Sales to Services for all new Strategic accounts, to ensure customer expectations are met while strategically identifying & driving shared success metrics. Own the successful set-up and onboarding of new customers.

Customer Success 19

Customer Success Onboarding Account Planning Customer Experience 19

Arpedio

APRIL 27, 2023

This can include onboarding materials, sales methodology training, and products training. ARPEDIO’s account-based selling platform can help sales teams do just that by providing them with a comprehensive view of their accounts and enabling them to tailor their approach to each customer’s unique needs and preferences.

Sales 52

Sales Software Software Sales Training 52

SmartKarrot

MARCH 29, 2023

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. Provide a smooth customer onboarding process and complete customer assistance during in-life operations.

Customer Success 19

Customer Success Stakeholders Onboarding Client Relationships 19

SBI

DECEMBER 4, 2019

The Rekener technology will add to Brainshark’s award-winning solutions for sales onboarding, training and skills development ; sales coaching and practice ; content authoring and more, plus dashboards and analytics that easily track training progress and overall readiness across the entire sales force. Account Planning.

Account Planning 29

Account Planning Acquisition Artificial Intelligence Sales 29

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

ProlifIQ

AUGUST 17, 2023

Account planning will lead to new opportunities and eventually account growth. Enterprises focus on product adoption, a strong onboarding process, and improving net revenue retention. In the initial phase of a land and expand deal, the sales team targets potential customers and endeavors to close new business.

Acquisition 52

Acquisition Stakeholders Customer Success Profitability 52

Account Manager Tips

JULY 9, 2020

A thoughtful 30 60 90 day plan will impress everyone you meet during the job interview process, and your new manager will breathe a huge sigh of relief, knowing you're prepared and ready to take responsibility for your own onboarding. Where do we want to go? What changes have to be made? How should changes be made? 60 day checklist.

Account Management 130

Account Management Management Key Account Management Stakeholders 130