Upland
JUNE 15, 2023
You know that you need to find the best account planning software for your team. A technology that doesn’t integrate well into your processes and has poor adoption with your team is an issue, and it’s often too late once you’ve chosen the software to go back on it. But how do you do it?
Upland
FEBRUARY 29, 2024
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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Strategic Account Management Association
FEBRUARY 3, 2022
By Richard Scheig, Chief Revenue Officer, Upland Software. The view from where I sit as Upland Software’s Chief Revenue Officer is a profoundly interesting one. But how, exactly, we do that—how we build account planning motions that drive real wins—rests on the twin pillars of people and problems. Sharing insights.
Upland
OCTOBER 21, 2022
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? .
Upland
MAY 4, 2023
How are sales teams meant to grow revenue in key accounts without a well-thought-out account planning strategy ? Do they need an account planning template in order to properly “attack” the revenue waiting within potential accounts? After all, account planning is an ongoing, iterative process.
Upland
MARCH 2, 2023
Sold on account planning but don’t know where to start? For many, account planning in Salesforce is a logical next step. Crafting structured account plans complete with vital data from Salesforce makes it easier for sellers to get the full benefit of account planning methodologies and build better relationships.
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?
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