Remove Account Planning Remove Onboarding Remove Software Remove Stakeholders
article thumbnail

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?

article thumbnail

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.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

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.

article thumbnail

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.

article thumbnail

Christmas Countdown: December 20

Arpedio

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.

article thumbnail

How To Build An Account Management Strategy

ProlifIQ

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. It lays out a detailed plan for each key account. Certain industries?

article thumbnail

Sales Pipeline Management Software – Manage Your Opportunities With Ease

Arpedio

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.