Upland

JULY 9, 2020

The reality of today’s digital-first world is that customers are already in the center of your business – whether prospects and existing accounts. Instead, think about sales optimization strategy and account based strategy in order to align sales processes to customer journeys and help your customers capture value in every interaction.

Account Management 195

Account Management Management Account Planning Digitalization 195

Upland

JUNE 14, 2023

And how can account planning help? In this article, we’ll dive deeper into each of these areas to uncover what chief revenue officers can do to address some of their most pressing issues, and how an effective account planning practice can help. What are the top challenges facing chief revenue officers and sales leaders in 2023?

Artificial Intelligence 195

Artificial Intelligence Digital Transformation Account Planning Supply Chain 195

Upland

APRIL 26, 2022

Altify’s Spring ’22 release introduces Altify Account Plan: a long-awaited capability that’s included for all Account Manager customers. With Altify Account Plan, sellers can start building pipelines faster by working directly at the account level in Salesforce to understand people, problems, and potential.

Account Planning 39

Account Planning Account Management Management Customer Success 39

Upland

JANUARY 26, 2020

How are sales teams meant to grow revenue in key accounts with a well thought out account planning strategy? According to McKinsey, “The five-year growth rate of total returns to shareholders for digital leaders is almost double that of all other firms,” when they undertake a digitally focused account planning strategy.

Account Planning 195

Account Planning Publishing Shareholders Communication 195

Hubspot Sales

JULY 22, 2020

In reality, sales professionals and managers need to have access to the best available sales planning tools to help them boost sales productivity and close more and bigger deals. This tool allows sales managers to analyze the email productivity of their reps. Pipeline Manager. Demand Metric Key Account Planning.

Account Planning 112

Account Planning Sales CRM Prioritization 112

Janek Performance Group: Account Planning

OCTOBER 25, 2023

In B2B selling, we often focus on new accounts. However, according to Altify: Companies receive 60 percent of their sales revenue from existing customers. This makes account planning essential. More than upselling and cross-selling, account planning is partnering with existing clients. This is a seller’s advantage.

Account Planning 52

Account Planning Decision-making Communication B2B 52

Janek Performance Group: Account Planning

JULY 25, 2023

As such, they often prioritize new accounts. This makes effective account planning essential. With account planning, you identify and target potential sales opportunities within existing accounts. Here, 72 percent of respondents said that account planning increased their understanding of their clients’ business.

Account Planning 52

Account Planning Prioritization Decision-making Organization 52

SBI

OCTOBER 23, 2017

Docusign @DocuSign DocuSign is changing how business gets done by empowering more than 300,000 companies and 200 million users in 188 countries to sign, send and manage documents anytime, anywhere, on any device, with confidence. Altify @altifyinc. CallidusCloud @Calliduscloud Their goal is simple—to help you make more money.

Sales 56

Sales Prioritization B2B Software 56

Upland

DECEMBER 14, 2021

Work together on Altify account and opportunity plans with Slack. By integrating Slack with Altify, an account planning software built natively in Salesforce, sellers can easily work together to refine account plans and win opportunities—with all critical insight captured in Salesforce for future reference.

Account Planning 195

Account Planning Account Management Publishing Organization 195

Upland

DECEMBER 6, 2021

The most successful account executives rely on close collaboration with their wider revenue teams to expand existing customer relationships and win the opportunities that matter. That’s where an integration between Google Docs and Altify comes in to simplify collaboration—and sellers’ lives in general.

Account Planning 195

Account Planning Account Management Organization Customer Success 195

Hubspot Sales

MARCH 21, 2019

If you’ve never thought much about a company’s sales velocity, take a moment to brush up on this important equation -- and go beyond KPIs to impress your manager or future manager the next time you meet. HubSpot Director of Sales Dan Tyre says, "Every sales manager lives in fear their sales pipeline is a bunch of fluff.

Sales 107

Sales Negotiation CRM Organization 107

Upland

MAY 4, 2023

At Upland Altify, we think about velocity a lot. Aligning each specific offer with your buyer’s needs and presenting the right product at the right time is an essential part of great selling, helping you to uncover whitespace and encourage your salespeople to create the largest possible account footprint. That direction is revenue.

Sales 356

Sales Decision-making Negotiation Organization 356

Upland

MAY 5, 2023

It’s all about putting your strategy for an account first, and everything else will fall in place. Being a trusted advisor is how you get into that room. In Not Just Another Vendor, the latest, indispensable book on account planning to come out of Altify, we learn about one seller who took a long time to learn this lesson.

Account Planning 195

Account Planning Healthcare Decision-making Stakeholders 195

Upland

JUNE 15, 2023

You know that you need to find the best account planning software for your team. In this Guide this guide, we’ll walk you through some of the elements that make up a powerful account planning software – what it is, and isn’t. What does account planning technology do? But how do you do it?

Account Planning 195

Account Planning Software Software Organization 195