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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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Webinar: Supercharged Account Planning

Janek Performance Group: Account Planning

Instead, they must maximize revenue from their existing accounts. This makes strategic account planning so essential. For all this and more, watch the recording below: The post Webinar: Supercharged Account Planning first appeared on Janek Performance Group.

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The Secrets Of Successful Strategic Account Management With Richard Santucci And David Hughes

Strategic Account Management Association

Join us and hear how Richard Santucci and David Hughes leveraged their combined 50 years of experience in B2B sales and sales leadership to build and lead a very successful, global Strategic Account Management program from scratch, then wrote a great book about it. How do you take care of your most important customers?

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The Six Critical Ingredients for the Best Account Plan Ever

Revegy

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.

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How to Better Align Sellers and Leadership

ProlifIQ

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.

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Change Inhibitors In Sales Transformations

Sales Outcomes

Organizations often miss the essential and controversial step of evaluating the current sales leadership team (top of the org chart to the front-line sales leaders) to determine if they are willing and able to mobilize change at the pace required. . Organizations tend to focus training and transformation efforts on salespeople.

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Why sales leadership is not enough for KAM

Louise Collins Associates

This is not the role of the first line sales manager. First line sales managers play a hugely critical role in any organisation. They are accountable for the delivery of the sales team actions against the account plan, in line with commercial goals.