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. In this blog series, you will learn how to build the key elements for your best account plan ever. How are you measuring the strength of your relationships with key accounts?

Account Planning 40

Account Planning Suppliers Profitability Decision-making 40

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

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 85

Stakeholders Finance Sales Decision-making 85