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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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2024 State Of Account Planning: Survey Results

ProlifIQ

The State of Account Planning in 2024 2023 was a challenging year for go-to-market teams. With economic uncertainty, slowing growth, and more scrutiny on every purchase, many teams struggled to close deals and retain accounts. As companies mature, digital channels for researching account planning tools also diversify.

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Account Planning Tools

ProlifIQ

Account Planning Tools For B2B Sales Teams Is your sales team building plans in slide decks, or spreadsheets, or storing key information about your stakeholders and accounts that isn’t easy to find? Do accounts churn when 1-2 main supporters move on? Do deals crumble when your champions leave?

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How Eagle Eye Achieved 4X Faster Employee Onboarding

Arpedio

How Eagle Eye Achieved 4X Faster Employee Onboarding Download full case study About Eagle Eye Eagle Eye offers a loyalty and promotions omnichannel SaaS platform that enable companies to connect all aspects of the customer journey in real time. This made it difficult to see and prove the value of their account planning efforts.

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How Aramex’s Young SAM Program Provides Strategic Value and Impact

Strategic Account Management Association

Form an organizational capability around co-creating products and solutions with our customers Redesign our philosophy around our customers’ needs Make a positive business impact on our customers’ operations Ingrain a deeply customer-centric vision and mission for sales. Tier 2: Applied Processes. Three additional processes are in incubation.

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The Importance of Sales to CS Handoff

ProlifIQ

Defining a Sales Handoff The business model for many B2B Saas companies involves customer growth. As a customer success manager, successful customer onboardings are critical to the success of your company and the customers you serve. The sales-to-customer success handoff is a crucial step in the B2B SaaS space for exactly this reason.

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The Importance of Change Management in Account Planning

Upland

Sales leaders often find that commitment to change is the single most important ingredient in a successful account planning practice. The current world of sales is not for the faint of heart, and certainly not one for those who don’t like change. When it comes to account planning, change is inevitable.