Revegy

JULY 17, 2018

This piece is critical to successful account planning because it provides a basis for true revenue predictability and long-term forecast visibility. As a best practice, this revenue snapshot is a requirement in every key account plan. 4) Align Your Approach to Your Customer’s Goals with Strategy Maps.

Account Planning 40

Account Planning Suppliers Profitability Decision-making 40

Hubspot Sales

JULY 1, 2019

Your salespeople know from direct experience which types of accounts are easiest to sell to, while those in customer success can tell you which companies require the least support and see the most success with your product. Review your closed-won accounts, most profitable accounts, least likely to churn, and so on.

Stakeholders 84

Stakeholders Sales Finance Decision-making 84

ClearPoint Strategy

FEBRUARY 11, 2022

A strategy review meeting could’ve helped the company avoid this mess. Improving transparency and accountability. Strategy review meetings keep leadership informed of what is going on within every level of the organization. They just need to know if a particular strategy is on track and on budget.

Meetings 98

Meetings Decision-making Leadership Facilitation 98