Upland

MARCH 19, 2021

While sophisticated B2B sales leaders and organizations have been doing account planning for years, most can’t clearly report KPIs around this whitespace and the potential pipeline from current accounts. This whitespace view and potential pipeline should be in your CRM, not trapped in Excel.

Account Planning 195

Account Planning B2B Sales Sales Environment 195

Arpedio

JANUARY 4, 2024

In the competitive world of B2B sales, harnessing the power of an effective account mapping strategy is key to sales optimization and revenue growth. As businesses vie for market dominance, an articulate account strategy empowers organizations to deepen customer relationships and scale their operations effectively.

B2B 52

B2B Sales Decision-making CRM 52

Revegy

JULY 17, 2018

Without comprehensive, well thought out account plans, companies are missing out on major revenue opportunities and risk losing some of their largest clients. But it’s not just about reporting structures’ — it’s about the politics and who influences whom throughout the organization.

Account Planning 40

Account Planning Suppliers Profitability Decision-making 40