Upland

DECEMBER 14, 2021

Work together on Altify account and opportunity plans with Slack. In leading organizations, Slack is often the go-to tool for collaboration, and Salesforce is the book of record for everything customer relationship-related. New AEs and CSMs often inherit several accounts or opportunities when joining a company.

Account Planning 195

Account Planning Account Management Publishing Organization 195

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

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

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. What is a good account management strategy? How frequently are users in your tool?

Account Management 52

Account Management Management Account Planning Key Account Management 52

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. What’s In A Sales Playbook? .

Value Proposition 52

Value Proposition Sales Onboarding Account Planning 52

Mike Kunkle

MAY 11, 2022

I’ve been involved in sales transformations that were entirely focused on getting the best-possible performance out of the sales force (ranging from a 30 to 600 percent increase in sales), independent of retooling the rest of the organization. In my experience, the potential for improvement in most sales organizations is significant.

Co-Creation 130

Co-Creation Sales Sales Training Decision-making 130

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

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

JUNE 20, 2023

The details and outcomes described represent a real-world business scenario but have been suitably disguised to maintain the privacy and integrity of the organization involved. 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

ProlifIQ

FEBRUARY 27, 2023

Key Account Management is a strategic approach to managing a company’s relationships with its most valuable customers. Gartner calls it “ managing a mutually beneficial partnership between an organization and its most important customers.”

Key Account Management 52

Key Account Management Account Management Management Prioritization 52

Arpedio

JANUARY 5, 2024

By differentiating the nuanced approaches of each discipline, organizations can refine their strategies to ensure not just satisfaction, but success—an outcome that both secures brand loyalty and drives competitive advantage.

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. To that end, a perfect, comprehensive sales playbook is not attainable.

Value Proposition 52

Value Proposition Sales Account Planning Onboarding 52

Insightly

FEBRUARY 18, 2022

SCVs allow cross-functional teams and organizations to use aggregated data to drive higher value business outcomes and provide high-quality customer experiences. Single customer views are imperative for organizations looking to maintain a competitive edge and provide superior customer experiences.

CRM 98

CRM Decision-making Client Onboarding Customer Experience 98

Arpedio

AUGUST 22, 2023

Whether you’re seeking to refine your existing practices or delve into the world of KAM for the first time, these best practices will equip you with the tools you need to forge strong, lasting partnerships and drive exceptional results for both your clients and your organization. Superior together. Enhance forecast accuracy.

Key Account Management 52

Key Account Management Account Management Management Onboarding 52

Arpedio

MARCH 26, 2024

Pre-sales strategy refers to the set of activities, processes, and methodologies that organizations employ to engage with potential customers before the actual sales transaction takes place. By understanding customer pain points and objectives, organizations can tailor their offerings to deliver maximum value and relevance.

Value Proposition 52

Value Proposition Prioritization Sales Organization 52

ProlifIQ

AUGUST 17, 2023

This statistic underscores the importance of identifying the next growth engine within an existing organization. Multi-threading involves establishing multiple touchpoints within customer organizations, and it is crucial for successful land and expand strategies. There’s no true cheat code when it comes to account expansion.

Acquisition 52

Acquisition Stakeholders Customer Success Profitability 52

SBI

SEPTEMBER 27, 2019

Organizations worldwide – public and private, for-profit and non-profit, large and small – are eligible to submit nominations. Sales onboarding and continuous training – preparing sales teams to deliver value in every buyer interaction. Account Planning. This marks Brainshark’s sixth year as a winner in the program.

Artificial Intelligence 34

Artificial Intelligence Account Planning Onboarding Profitability 34

SmartKarrot

OCTOBER 19, 2022

Role: Head of Customer Success Location: San Francisco, CA, US Organization: Tread As a Head of Customer Success, you will be leading a team of Customer Success individuals. Building a Customer Success organization that supports customers from onboarding through renewal. Setting Customer Success strategy and defining OKRs.

Customer Success 19

Customer Success Onboarding Client Onboarding Banking 19

Hubspot Sales

MARCH 18, 2019

Despite the potential benefits of key account management to your bottom line, it's not a good fit for every organization. Before you go all-in on a key account strategy, consider the following points. How to Identify Key Accounts. Your organization needs an explicit, strict definition of key accounts.

Key Account Management 127

Key Account Management Account Management Management Account Strategy 127

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.

Customer Success 19

Customer Success Onboarding Account Planning Account Development 19

SBI

JANUARY 14, 2020

With READY20, we look forward to exploring new pathways to a highly competent and confident sales force, and sharing success strategies from industry experts, our customers, and our own 20+ years of helping organizations improve sales effectiveness. Greg Flynn, CEO Brainshark. WALTHAM, Mass. January 14, 2019 — Brainshark , Inc.,

Account Planning 34

Account Planning Artificial Intelligence Sales Acquisition 34

SmartKarrot

FEBRUARY 1, 2022

Role: VP of Customer Success Location: Remote, New York, United States Organization: Teampay As a VP of Customer Success, you will coach the team on strategies for building trusted advisor relationships. Oversee customer onboarding, strategic business reviews, success plans, contract renewals and upsell opportunities.

Customer Success 19

Customer Success Onboarding Account Planning Healthcare 19

SmartKarrot

MARCH 29, 2023

Role: Customer Success Manager Location: Chicago, IL, United States (Remote) Organization: Fortanix As a Customer Success Manager you’ll take the lead and be responsible for customer expansion and retention. Assistance with customer onboarding and training to encourage adoption. Sending bids for support contract renewals.

Customer Success 19

Customer Success Stakeholders Onboarding Client Relationships 19

SBI

DECEMBER 9, 2019

Sales organizations rarely have the resources to adequately keep up on all the sales technology offerings. “Sales organizations rarely have the resources to adequately keep up on all the technology offerings. The guide is organized by the challenge areas sales organizations may want to address: Closing Deals.

Account Planning 26

Account Planning Software Software Acquisition 26

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

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

JANUARY 20, 2023

Role: Customer Success Lead Location: Remote, Switzerland Organization: Earny Switzerland As a Customer Success Lead, you will take charge of user requests & improve the payroll application and user experience. Manage complex cases on compliance, payroll, invoicing, account setups, etc.

Customer Success 19

Customer Success Onboarding Government Negotiation 19

SBI

AUGUST 15, 2019

All individuals and organizations worldwide – public and private, for-profit and non-profit, large and small – are eligible to submit nominations. The program received more than 4,000 nominations this year, with entries from organizations in 74 nations and territories. Account Planning. Well thought-through product.

Artificial Intelligence 28

Artificial Intelligence Account Planning Onboarding Innovation 28

SmartKarrot

OCTOBER 25, 2021

Role: Director of Customer Success Location: Remote, United States Organization: SheerID As a Director of Customer Success, you will assess Customer Segmentation and make recommendations to ensure our customers’ success as well as the scalability of the customer success program at SheerID.

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

FEBRUARY 7, 2022

Role: Senior Customer Success Manager Location: New York, NY, US (Hybrid) Organization: Recapped As a Senior Customer Success Manager, you will be collaborating with Sales to successfully onboard new customers. Provide onboarding guidance to new customers and navigate available resources & training materials.

Customer Success 19

Customer Success Onboarding Account Planning Leadership 19

SBI

DECEMBER 4, 2019

These insights will give organizations a powerful new way to identify sales performance challenges and skills development needs early, and address those issues more effectively via Brainshark’s best-of-breed training and coaching solutions. Account Planning. Account Planning. Industry News.

Account Planning 29

Account Planning Acquisition Artificial Intelligence Sales 29

SmartKarrot

JULY 29, 2022

Role: Customer Success Director Location: New York, NY, US (Hybrid) Organization: Constellation As a Customer Success Director, you will be building and cultivating relationships with existing and prospective clients in order to increase revenues. Create the best SaaS customer experience across onboarding, support, and customer management.

Customer Success 19

Customer Success Onboarding Leadership CRM 19

SmartKarrot

NOVEMBER 30, 2022

Role: Customer Success Director Location: Edmonton, AB, Canada (Hybrid) Organization: Drivewyze As a Customer Success Director, you will lead, coach, and mentor a high-performing team accountable to manage the deployment of software for the customer fleet organizations. Assist in onboarding new customers.

Customer Success 19

Customer Success Onboarding Facilitation Account Planning 19

SmartKarrot

NOVEMBER 2, 2022

Role: SVP, Customer Success Location: Atlanta, GA, US (Hybrid) Organization: Cardlytics As an SVP of Customer Success, you will lead and scale an inclusive, world-class, multi-discipline services organization – driving vision, growth strategy, and execution.

Customer Success 19

Customer Success Stakeholders Onboarding Finance 19

DemandFarm

MAY 22, 2023

By working together, they can develop strategies and plans to cater to the needs of both new and existing clients, ensuring a seamless customer experience throughout the sales cycle. Collaborating on Client Onboarding and Transition Sales Managers and Key Account Managers can collaborate during the client onboarding and transition process.

Key Account Management 52

Key Account Management Account Management Digitalization Sales Management 52