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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. When it comes to account planning, change is inevitable. The current world of sales is not for the faint of heart, and certainly not one for those who don’t like change.

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Account Planning: A Definitive Guide – 2023

Upland

Account planning has never been so necessary – or so challenging – to get right. When used effectively, account planning benefits businesses by delivering more revenue, happier customers, and more effective sales teams. . But what exactly is account planning, and why is it so important in 2023? .

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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? One key account planning tool is multi-threading.

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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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Work together on Altify account and opportunity plans with Slack

Upland

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.