ProlifIQ

MARCH 30, 2023

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?

Account Planning 98

Account Planning Key Account Management Account Management Stakeholders 98

Revegy

JULY 17, 2018

Are your account plans helping your teams meet their quotas or are they missing the mark? Without comprehensive, well thought out account plans, companies are missing out on major revenue opportunities and risk losing some of their largest clients. 1) Figure Out Who Matters with Relationship Maps.

Account Planning 40

Account Planning Suppliers Profitability Decision-making 40

ProlifIQ

NOVEMBER 9, 2022

As a seller, this means you must also be consultative and understand not just your own product, but also the competitive landscape within each target account. This should include a customer relationship management (CRM) system, an account planning tool , sales engagement software, or a marketing automation tool.

Leadership 52

Leadership Account Planning Sales Leadership Stakeholders 52

SBI

JULY 1, 2020

Now, with the economic uncertainties of 2020, sales teams of all sizes are desperate for a more strategic approach to building dependable and ongoing opportunities to optimize customer revenue in their most strategic accounts. To uncover hidden revenue in your key accounts, focus on these 5 strategies that great companies get right.

Account Planning 72

Account Planning Decision-making Stakeholders Leadership 72

Arpedio

JUNE 9, 2022

Michael Goldberg – VP of Sales ConnectWise Goldberg has more than 15 years of IT channel experience and a strong track record of sales leadership. Account-based sales revolution. Having a message on point that is tied to the account and what you’re solving is generally really the most successful path.

Key Account Management 52

Key Account Management Account Management Sales B2B 52

SBI

JUNE 12, 2019

Gavigan will be leading the company’s sales team while developing and executing a comprehensive sales strategy as the software company continues to grow its base of elite enterprise customers. As we continue to grow, we need sales leadership that can help us with our focus on enterprise SaaS sales.

Artificial Intelligence 25

Artificial Intelligence Account Planning Sales Leadership B2B 25

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