Upland

JANUARY 29, 2024

Account planning focuses on your customers first—and the sales numbers follow. By gaining a thorough understanding, sales professionals can tailor their offerings to align precisely with what the customer values most. Know your customers’ goals Too many sellers start with what their product can do and go from there.

Account Planning 195

Account Planning Sales Decision-making Shareholders 195

SmartKarrot

FEBRUARY 2, 2022

Role: Customer Success Director Location: Remote, Minneapolis, MN, US Organization: Numerator As a Customer Success Director, you will manage a client relationship after onboarding is complete to drive ongoing realized value against measurable long-term strategic goals to ensure long-term success.

Customer Success 19

Customer Success Onboarding Client Relationships Stakeholders 19

Insightly

NOVEMBER 1, 2022

Streamlining processes ensures that no team member wastes time on tasks that don’t add value. . Increase customer lifetime value (CLV): CRM models can help you increase CLV across every client relationship. The primary stage of the value chain CRM model is divided into five processes.

Profitability 52

Profitability CRM Value Proposition Customer Experience 52

SBI

OCTOBER 28, 2019

Renewal information to help manage timelines and prioritize tasks. The ability to leverage information from several sources within the platform to populate a customized, up-to-date whitespace map. Join us for “From Vendor to Strategic Partner: Uncovering Insights to Generate Customer Value” webinar. Industry News.

Account Planning 20

Account Planning Decision-making Acquisition Client Relationships 20