Janek Performance Group: Account Planning

MAY 16, 2022

The best sales leaders create formal, measurable, and repeatable processes to maximize the revenue of their most valuable client relationships. When a company has the capability to grow revenue organically, from their strategic accounts, they can increase market share while lowering their client acquisition costs.

Account Management 52

Account Management Management Acquisition Strategic Thinking 52

SalesGlobe

AUGUST 25, 2022

But now that you’ve done the acquisition, what’s next right? And we made 24 acquisitions along the way, had four transactions with four different private equity firms. You had a lot of acquisitions there. How do you how much of that was acquisition growth? Slowed down just a bit. That’s incredible.

Acquisition 52

Acquisition Sales Decision-making Leadership 52

DemandFarm

MAY 2, 2024

This analysis helps Netflix not only recommend personalized content to users but also guide decisions in content creation and acquisition, leading to a highly customized and satisfying user experience. What Does a Relationship Manager Do? A relationship manager is at the forefront of fostering these important client relationships.

Management 40

Management Banking CRM Profitability 40

Red Star Kim

NOVEMBER 18, 2022

With introductory neuroscience lessons (“sensing, meaning, action”) and illustrations of cognitive bias, there was a fantastic example showing how a role play story was used instead of a pitch to win an acquisitive media client using an inciting incident and escalation.

Value Proposition 130

Value Proposition Procurement Innovation Leadership 130

PandaDoc

APRIL 26, 2023

That will broaden client relationships beyond the initial account acquisition. However, the prospect of losing a stable part of a monthly revenue will encourage your sales reps more than anything to capitalize on positive client connections, increasing the longevity of your client accounts.

Sales 52

Sales Government Retail Acquisition 52

Hubspot Sales

SEPTEMBER 26, 2018

Account managers are responsible for maintaining client relationships and analyzing key information about the customer, their industry, stakeholders, and the competitive landscape to find “ white space.”. It’s an important role, but sales professionals need to be able to focus more efforts on these current relationships.

Account Management 81

Account Management Management Stakeholders Profitability 81

Showpad

FEBRUARY 3, 2020

As in, each goal should have a specific focus or desired outcome, such as improving the training content in your Sales onboarding program or decreasing average customer acquisition costs. . A shared digital environment means instant access to seamlessly updated content that reps can send to leads or nurture existing client relationships with.

Sales 85

Sales Onboarding Decision-making Software 85

Hubspot Sales

NOVEMBER 28, 2017

Step 1: Define customer acquisition goals and budget. And will they initiate and nurture client relationships or pass them along? These five steps cover knowing the right time to make your first sales hire and attracting the right candidates so your company enjoys sustained growth and a killer company culture for years to come.

Sales 106

Sales Decision-making Media Negotiation 106

Red Star Kim

FEBRUARY 6, 2023

Client Relationship Management (CRM) systems are the foundation upon which the success of professional services firms’ marketing relies. (Although HubSpot has suggested the figure is closer to 22% with data from 2013-14 Database Decay Simulation (hubspot.com) ). Data is the lifeblood of both traditional and digital marketing.

Marketing 26

Marketing Artificial Intelligence CRM Digitalization 26

SmartKarrot

AUGUST 19, 2022

Lead and build a team to support new customer acquisition. Develop client relationships that promote retention and loyalty, ultimately improving customer lifetime value. Delivering on all aspects of Transactional Growth and key metrics (churn rate, NPS and C-SAT) across your client portfolio.

Customer Success 19

Customer Success Construction Negotiation Acquisition 19

Nutshell

APRIL 10, 2020

Businesses can offset customer acquisition costs through sales to their existing customer base. Zack Academy CEO Zachary Rose explained how Nutshell had been implemented in this way: “The main use of our CRM is as a step-by-step guide for closing and managing our most popular client types.

CRM 71

CRM Profitability Sales Prioritization 71

Nutshell

APRIL 10, 2020

Businesses can offset customer acquisition costs through sales to their existing customer base. Zack Academy CEO Zachary Rose explained how Nutshell had been implemented in this way: “The main use of our CRM is as a step-by-step guide for closing and managing our most popular client types.

CRM 71

CRM Profitability Sales Prioritization 71

DemandFarm

JULY 26, 2023

AI-powered tools can also enable your own decisions regarding the selection of key accounts, their retention and acquisition of new clients. This gives Key Account Managers the bandwidth to focus on building and nurturing relationships with their key clients.

Key Account Management 40

Key Account Management Account Management Digitalization Management 40

SmartKarrot

JANUARY 16, 2024

Impact on business strategy: Streamlined processes directly translate into improved customer satisfaction and prolonged client relationships. Business Impact Metrics: Metrics such as churn rate, retention rate, and lifetime value offer a holistic view of customer relationships.

Customer Success 8

Customer Success Artificial Intelligence Decision-making Prioritization 8

SmartKarrot

JANUARY 16, 2024

Impact on business strategy: Streamlined processes directly translate into improved customer satisfaction and prolonged client relationships. Business Impact Metrics: Metrics such as churn rate, retention rate, and lifetime value offer a holistic view of customer relationships.

Customer Success 8

Customer Success Artificial Intelligence Decision-making Prioritization 8

SmartKarrot

OCTOBER 9, 2023

‘Account Farming’ or ‘Key Account Farming’ is an approach that focuses on nurturing and growing existing client relationships and revenue. Rather than merely hunting for new customers, account farming seeks to maximize the potential of current accounts.

Account Management 10

Account Management Acquisition Client Relationships Organization 10

SmartKarrot

JUNE 22, 2021

Role: Customer Success Director Location: Remote, United States Organization: Terminal As a Customer Success Director, you will lead client relationships to facilitate seamless onboarding, ensuring strong relationships and alignment of expectations through the entire customer lifecycle.

Customer Success 10

Customer Success Acquisition Client Relationships Facilitation 10

SBI

OCTOBER 28, 2019

Using Contacts+ data, users can identify colleagues with more established relationships and request valuable introductions to targeted key stakeholders. Contacts+ is a unique intelligence feature that allows users to assess their client relationships and make faster, more strategic connections,” explains Anne Kimsey, VP of Product Management.

Account Planning 20

Account Planning Decision-making Acquisition Client Relationships 20

SmartKarrot

NOVEMBER 11, 2020

Monitor the strategies and processes across the revenue cycle including customer acquisition, engagement, retention, and success, including a close connection to product cycles. Lead the onboarding process by translating the client’s visual requirements to our production team and system, and handle client systems training.

Customer Success 10

Customer Success Onboarding Key Account Management Government 10

SmartKarrot

FEBRUARY 10, 2021

This happens only when you have a long and fruitful relationship with your clients. Relationships develop between individuals. Hence, to retain your customers for long, you need to retain the individual who is developing that relationship on your behalf. But think long-term. If not outsourcing then what?

Customer Success 10

Customer Success Acquisition Decision-making Finance 10

SmartKarrot

JUNE 21, 2021

Be proactive in strengthening existing relationships and creating new ones to maximize acquisition, retention, and up-sell.

Customer Success 10

Customer Success eCommerce Value Proposition Advertising 10

Insightly

SEPTEMBER 19, 2023

A well-crafted strategy for your CRM for consulting firms can help to streamline their operations, enhance client engagement, and drive business growth. Here’s an in-depth look at how CRM can benefit consulting firms: Client Relationship Management: Consulting firms heavily rely on their client relationships.

CRM 52

CRM Insurance Healthcare Manufacturing 52

Insightly

SEPTEMBER 19, 2023

A well-crafted strategy for your CRM for consulting firms can help to streamline their operations, enhance client engagement, and drive business growth. Here’s an in-depth look at how CRM can benefit consulting firms: Client Relationship Management: Consulting firms heavily rely on their client relationships.

CRM 52

CRM Insurance Healthcare Manufacturing 52

Insightly

JANUARY 18, 2023

Every action, from interacting with a client to researching potential solutions, ultimately affects the client relationship. You need to ensure a positive flow of communication with clients to provide the experience they expect. This slows everything down and also leads to poor attention paid to clients.

CRM 52

CRM Client Relationships Acquisition Decision-making 52

SmartKarrot

JULY 25, 2022

Prepare periodic performance reports covering and analyzing clients’ KPIs. Support clients’ strategic, marketing, and operational decisions based on internal knowledge, data, and best practices. Build and maintain strong and long-lasting client relationships. Apply here: [link].

Customer Success 3

Customer Success Client Onboarding Onboarding Acquisition 3

SmartKarrot

JANUARY 4, 2022

Maintain and grow strong client relationships with a focus on client satisfaction. Identify client requirements, configure software, and communicate gaps. overall seller acquisition, seller account management, and reporting. Work closely with customers to make sure they gain the most value from the product.

Customer Success 3

Customer Success Onboarding Account Management Acquisition 3

SmartKarrot

MARCH 8, 2022

An advocate for inclusion and diversity, Dana is proficient in scaling businesses with the help of customer acquisition and retention. She is a growth leader who passionately follows the human-first approach. Daphne Lopes. Rachel Provan. Rachel has held numerous positions, including Director of Customer Success at Doodle. Ronni Gaun.

Customer Success 21

Customer Success Co-Creation Customer Experience Leadership 21

Account Management Skills

AUGUST 24, 2021

Not project management systems, not CRM systems, but having a dedicated system to guide the agency account management team, when it comes to managing and delve developing existing client relationships. We chatted about: – the importance of having a client development plan. – how to avoid client churn.

Account Management 98

Account Management Management Account Planning Co-Creation 98

Showpad

JANUARY 26, 2020

While a Sales enablement strategy has clear benefits for customer acquisition or new market expansion, it also has a large part to play in account retention. Acquisition does not need to come at the expense of retention; and with a top-performing Sales enablement platform at your disposal, that never has to be the case.

Onboarding 64

Onboarding Sales Acquisition Software 64

Insightly

JANUARY 30, 2023

CRMs for small businesses and small construction businesses play an essential role in the acquisition of a new business. CRMs like Insightly also offer powerful customer acquisition tools for leverage in addition to built-in project management. A CRM with project management built-in is an efficient way to grow.

Construction 52

Construction CRM Software Software 52

Arpedio

JULY 12, 2023

Measure the effectiveness of your ABM strategy Under traditional marketing methods, success is typically assessed by examining metrics such as the overall customer count, the number of booked demos, the cost per acquisition, and the total number of leads.

Marketing 52

Marketing Advertising Decision-making Communication 52

Apptivo

JUNE 14, 2023

Aging report The Apptivo Ageing Report is a significant resource for managers and executive CEOs because it enables them to manage cash flow efficiently, prioritize collections, discover payment trends, cultivate client relationships, and make sound financial decisions. Why is a CRM sales report essential for business?

CRM 52

CRM Decision-making Sales Sales Management 52

Outbound Engine

JUNE 29, 2021

And before you’re even able to ask past clients for leads, there are indirect forces already at work destroying your chances for referral business. It’s not what you’re doing that’s the problem… it’s what you’re not doing that’s ultimately hurting you: Not continuing to build past client relationships.

Media 98

Media Advertising Marketing Acquisition 98

Insightly

OCTOBER 10, 2022

so you can manage each relationship appropriately. Lead acquisition data is critical for measuring ROI and optimizing lead generation activities. To accommodate their rapid growth, Local TV needs a data-driven CRM solution that could help them simplify the collection, management, and analysis of client relationship information.

CRM 52

CRM Prioritization Decision-making Acquisition 52

Zendesk

FEBRUARY 3, 2023

And as 77 percent of business leaders recognize, deeper personalization leads to increased customer retention–and 66 percent believe it lowers acquisition cost. To deliver hyper-personalized experiences, banks need to translate client data—such as actions, intent, and needs—into tailored advice and financial plans. Deloitte 5.

Banking 52

Banking Customer Experience Digitalization Financial Services 52

Account Management Skills

JULY 6, 2021

There is an agency we work with in the States who want to bring thought leadership and added value to the client relationships. One of the things you mentioned Simon before was, there’s a lot of acquisition going on, like agencies acquiring other agencies. And I know that you’re involved in that. Simon 31:26.

Advertising 40

Advertising Leadership Client Relationships Decision-making 40

Insightly

JANUARY 2, 2024

Focused sales reps find more time for prospecting, customer acquisition, and upselling, which results in a healthier pipeline. Intuitive record-linking To build new relationships that align with your corporate vision, you should carefully examine the existing relationships that have led to your current success.

CRM 52

CRM Co-Creation Onboarding Decision-making 52