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People & Problems: The core of strategic account planning

Strategic Account Management Association

This gives me insight into the state of enterprise sales organizations outside my own, lending me a bird’s eye view into the ways that revenue teams are embracing the current state and accelerating the digital transformations that have become all the more urgent for every one of us over the last two years. Insights are everything.

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What is Key Account Management? Strategy and Tips

Upland

Sales map example for smaller accounts. Sales maps for key accounts tend to be quite complex with many stakeholders. As they move through this process with their revenue team , it’s important that they document their findings and insights. See a side-by-side comparison for an example.

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A Guide to Sales Enablement AI 

Upland

But with generative AI , sales teams can analyze data fast and uncover actionable insights. But as your team works through the account, gathering insights and mapping relationships , AI can assist in uncovering hidden insights and fill in crucial gaps in information. Unstructured data that would take weeks to go through.

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20 Sales Planning Tools to Boost Sales Productivity and Close More Deals

Hubspot Sales

It also allows you to segment and aggregate the data so you can uncover valuable insights. Cirrus Insight. Upland Altify. The Sales Process Manager by Upland Altify helps develop a repeatable process for managing sales pipelines while coaching and aligning the team as they progress deals. Pipeline Manager. Pricing: Free.

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Altify Insights Has Arrived, and it’s Helping Sellers Solve Customer Problems

Upland

Altify Insights rewrites the rules on what best-in-class looks like in B2B sales solutions. Altify Insights solves key challenges facing sellers While times may be tough, and sales leaders face a plethora of challenges on all fronts , there is still a path to victory.

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Work together on Altify account and opportunity plans with Slack

Upland

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.

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How to Choose the Best Account Planning Software

Upland

If your tech keeps sales people in their silos, you’ll struggle to bring in the people they’ll need from across the organization who can share insights, work through blockers, and create plans to further nurture your relationship with customers. Sharing an insight map with a customer and simply asking, “Do we have this right?”