Strategic Account Management Association

FEBRUARY 3, 2022

By Richard Scheig, Chief Revenue Officer, Upland Software. The view from where I sit as Upland Software’s Chief Revenue Officer is a profoundly interesting one. How we’re able to step up and continue to serve these customers depends on our ability to collaborate internally and prioritize our finite resources to deliver maximal value.

Account Planning 400

Account Planning Supply Chain Prioritization Digital Transformation 400

Insightly

OCTOBER 19, 2022

5 Reasons To Rethink Your CRM. If you can relate, it might be time to rethink your CRM. By opting for a CRM that’s adaptable, automated, integrated and delivered by a provider that truly cares about customer success, you can escape that lagging feeling. Why Rethink Your CRM Software?

CRM 52

CRM Onboarding Decision-making Finance 52

Insightly

MARCH 10, 2023

That’s where help desk software or customer service software comes in. Help desk software is designed to streamline customer support by automating ticket tracking, managing service requests, and providing communication channels for customer inquiries.

Customer Experience 52

Customer Experience Software Software CRM 52

Insightly

OCTOBER 10, 2022

10 Key CRM Fields Your Team Needs. There are several key CRM fields you need to know about. When you adopt a new customer relationship management (CRM) platform, it comes equipped with various fields to capture common customer information — things like name, phone number, and email address. Drop-down list.

CRM 52

CRM Prioritization Decision-making Acquisition 52

PandaDoc

APRIL 28, 2023

Whether you’re in sales, marketing, or customer support, a customer relationship management system (CRM) is becoming increasingly essential to modern operations. So, what is CRM software doing for today’s companies, what types of companies use a CRM, and which CRM strategies can you use to benefit your teams and customers?

CRM 52

CRM Onboarding Software Software 52

Insightly

DECEMBER 15, 2021

Here Is The 10-Step CRM Implementation Process We Use With Our Customers. Customer Relationship Management (CRM) implementation is an essential ingredient for a successful CRM project. Up to 69% of CRM projects fail because of poor implementation. 10 Steps To Successful CRM Software Implementation.

CRM 52

CRM Onboarding Software Software 52

Insightly

DECEMBER 15, 2021

Here Is The 10-Step CRM Implementation Process We Use With Our Customers. Customer Relationship Management (CRM) implementation is an essential ingredient for a successful CRM project. Up to 69% of CRM projects fail because of poor implementation. 10 Steps To Successful CRM Software Implementation.

CRM 52

CRM Onboarding Software Software 52

PandaDoc

MAY 25, 2021

Software is becoming one of the world’s biggest industries, and there’s no demographic that generates more business than enterprises. The following seven enterprise software companies are some of the best in the world for producing high-quality enterprise application software. Salesforce. Location: San Francisco, CA.

Software 52

Software Software Co-Creation e-Learning 52

PandaDoc

MAY 25, 2021

Software is becoming one of the world’s biggest industries, and there’s no demographic that generates more business than enterprises. The following seven enterprise software companies are some of the best in the world for producing high-quality enterprise application software. Salesforce. Location: San Francisco, CA.

Software 52

Software Software Co-Creation e-Learning 52

ProlifIQ

FEBRUARY 23, 2024

To better understand how teams are adapting to this new environment, we surveyed over 250 professionals across sales, customer success, account management, and more about their account planning processes, challenges, and priorities for 2024. Win rates and customer retention are top metrics, but CRM adoption ranked high with SMBs.

Account Planning 52

Account Planning CRM Energy and Utilities Account Management 52

Insightly

FEBRUARY 22, 2024

It is important because nearly all users and SaaS buyers cite “ease of use” as one of the top requirements for software they purchase. SaaS platforms that prioritize ease of use ensure that their solutions are accessible to a wide array of users, regardless of technical prowess. Let’s dive in.

CRM 52

CRM Decision-making Onboarding Manufacturing 52

ProlifIQ

APRIL 21, 2023

To execute the account growth strategy and maintain strong customer relationships, account managers should have excellent communication skills. Businesses should prioritize key accounts by developing a deep understanding of their needs. Your account growth strategy will be implemented by your sellers and customer success.

Account Growth 52

Account Growth Account Planning Key Account Management Account Management 52

SmartKarrot

MARCH 22, 2022

Role: Strategic Customer Success Manager Location: Remote, United States Organization: Untapped As a Strategic Customer Success Manager, you will identify opportunities to develop training, partner retention materials, and documentation to scale with our growing partner base. Turn the customers into advocates.

Customer Success 19

Customer Success Customer Life Cycle Onboarding Stakeholders 19

Zendesk

MAY 19, 2022

Sales customer terms. Sales software terms. Customer accounts, also called customer profiles, are created the first time a customer buys a product or service from your business. Lead scoring is a ranking system that prioritizes leads by their potential value to the business. Customer success.

B2C 98

B2C Sales CRM Profitability 98

Insightly

FEBRUARY 2, 2022

Engagement is a predictor of whether or not that customer will stay with you, and possibly even refer you, so it can be a leading metric for future revenue and growth. So here’s how to use your CRM to track customer engagement and the appropriate Key Performance Indicators (KPIs) for your business size.

Onboarding 105

Onboarding Customer Experience eCommerce Prioritization 105

Insightly

FEBRUARY 2, 2022

Engagement is a predictor of whether or not that customer will stay with you, and possibly even refer you, so it can be a leading metric for future revenue and growth. So here’s how to use your CRM to track customer engagement and the appropriate Key Performance Indicators (KPIs) for your business size.

Onboarding 96

Onboarding Customer Experience eCommerce Prioritization 96

ACT

AUGUST 14, 2023

Case in point— 70 percent of SMB owners report handling all their sales and marketing operations themselves, meaning they don’t have a dedicated team and are lacking in meaningful customer experience metrics. It’s wiser to use a customer relationship management ( CRM ) platform that lets you score and qualify leads.

Customer Experience 52

Customer Experience Marketing Small Business CRM 52

Insightly

JANUARY 10, 2024

She has expertise in all areas of go-to-market, sales operations, CRM, product development, and digital advertising. Chip’s second guest is Jay Baer, a business growth and customer experience strategist and researcher, and author. For example, can you get your CRM and marketing automation platform from one vendor?

Finance 52

Finance CRM Acquisition Decision-making 52

Zendesk

MARCH 17, 2022

Learning which accounts to prioritize for sales reps. They can also learn which clients to target with customer success strategies throughout the year. That way, when a client is nearing the end of their contract, sales reps can use CRM software to develop strategies for: Discussing an extension of their contract.

Sales 98

Sales Prioritization Sales Analytics Client Relationships 98

Zendesk

OCTOBER 5, 2022

But times are changing, and as a result of today’s economic climate, more software and cloud services companies are focusing on profitability instead of growth. This drives a focus on quality customers rather than quantity, and a need to develop loyalty and reduce churn. Meet your customers where they are. gated-cta-in-post].

Innovation 98

Innovation Supply Chain Software Software 98

Help Scout

DECEMBER 5, 2018

If you’re thinking about investing in customer support software, you’re probably wondering if the cost will pay off. This is an especially perplexing question for customer support teams, where measuring the impact of our actions on business metrics has always been a difficult exercise. Help Scout Customer Success Team.

Software 40

Software Software Customer Experience Small Business 40

SmartKarrot

APRIL 18, 2023

“When the customer comes first, the customer will last.”- Robert Half Scaling a customer success team is essential for Saas and technology companies to be able to successfully derive value to customers through their product and service offerings.

Customer Success 10

Customer Success Prioritization Software Software 10

Arpedio

OCTOBER 25, 2022

In the following, we’ll touch upon 1) how to accelerate sales growth by leveraging the data in your CRM, 2) why it’s so important to implement a strong sales methodology, and 3) how to drive the change management process while delivering on relevant KPIs. Lot’s to cover, let’s dive in! And the best thing? It’s All About the Data.

Sales 52

Sales Prioritization Account Management CRM 52

Arpedio

OCTOBER 25, 2022

In the following, we’ll touch upon 1) how to accelerate sales growth by leveraging the data in your CRM, 2) why it’s so important to implement a strong sales methodology, and 3) how to drive the change management process while delivering on relevant KPIs. Lot’s to cover, let’s dive in! And the best thing? It’s All About the Data.

Sales 52

Sales Prioritization B2B Account Management 52

Hubspot Sales

DECEMBER 6, 2022

Your ecosystem is made up of all the related software, services, publications, agencies, and associations that your customer might interact with when buying or using your product. A business ecosystem map should also help you prioritize your time and energy. You need to have a sense of what organizations are worth the effort.

Onboarding 105

Onboarding Decision-making Organization CRM 105

SmartKarrot

JANUARY 15, 2021

A healthy Customer Success and Product team relationship is essential for high performing, high growth companies. Most software companies can point to areas of coordination between Success and Product and this is an excellent starting point. But for the sake of your long-term success–aim higher.

Customer Success 19

Customer Success Transportation CRM Customer Experience 19

Arpedio

JUNE 15, 2023

From powerful CRM integrations to advanced analytics and automation tools, we’ll uncover the key components of account-based selling technologies that can transform your sales process. ABS technologies provide sales teams with the necessary tools and capabilities to identify, prioritize, and engage key accounts effectively.

Artificial Intelligence 52

Artificial Intelligence Prioritization Decision-making Advertising 52

Apptivo

APRIL 29, 2021

Investing money to improve customer service will thereby increase the customer success rate. When the product is good, but the service is bad, customers are prompted to switch to another product with a better service. Why is Apptivo Help Desk Your To-Go Software? You can create Event-Based and Time-Based triggers.

Software 88

Software Software Decision-making Customer Experience 88

SmartKarrot

AUGUST 3, 2021

Role: Customer Success Director Location: Remote, Redwood City, CA, US Organization: Exo As a Customer Success Director, you will manage a team who nurture the overall customer relationship, establishing a trusted advisor-type relationship to ensure overall customer satisfaction.

Customer Success 10

Customer Success Stakeholders Onboarding Prioritization 10

Nutshell

APRIL 23, 2020

Awesome video alert: Kristen Gray interviews David Blake on the similarities between account management and customer success. Getting your sales and customer support teams to work together doesn’t have to be a complicated endeavor. Take a close look at the goals that are driving your sales and customer service departments.

Sales 71

Sales Customer Success CRM Communication 71

LinkedFusion

AUGUST 27, 2023

In account-based marketing , sales, and marketing try to encourage engagement with and conversion of a specified group of accounts; personalized marketing, sales development, sales, and customer success initiatives are coordinated across the board. The post What Are the Different Levels of Account Based Marketing?

Marketing 52

Marketing B2B Client Relationships Organization 52

Hubspot Sales

NOVEMBER 17, 2020

It wasn’t necessarily the technology itself that made the difference (most sales leaders we surveyed ranked video conferencing software and a CRM as the most important tool to their success, regardless of performance this year). Customer Empathy in Communications and Policies Build Trust.

Virtual Selling 126

Virtual Selling Shareholders Decision-making Communication 126

Nutshell

SEPTEMBER 11, 2020

Use a CRM. A customer relationship management (CRM) system is your company’s database for all client knowledge. This also helps your company’s brand as well, because if you’re unavailable, and you have a CRM, another salesperson can jump in and help the client seamlessly. Integration software. Engagement software.

CRM 71

CRM Software Software Media 71

SmartKarrot

MARCH 22, 2021

A customer portfolio consists of all the details you need to maintain a relationship with your customer. Through this, you are able to know your customer well and engage with them effectively. Prioritization of customer. Lot of criteria fit in while analyzing the customer portfolio which are: Type of customer.

Customer Success 10

Customer Success Management Profitability Prioritization 10

PandaDoc

DECEMBER 21, 2020

Companies following Software as a Service (SaaS) business models can face challenges regarding generating revenue and growth. The issue is that success is tied to customer renewal rates. SaaS businesses provide services across online markets that are saturated with software offering similar services.

Energy and Utilities 52

Energy and Utilities Acquisition Software Software 52

Zendesk

DECEMBER 7, 2021

Use AI to identify common customer questions and problems so you can generate solutions and improve retention. Say you work as a support rep for a productivity tool software company. Analyze customer data to predict and reduce churn. You can then prioritize which customers need your attention first.

Customer Experience 97

Customer Experience Artificial Intelligence Onboarding Retail 97

Nutshell

SEPTEMBER 11, 2020

Use a CRM. A customer relationship management (CRM) system is your company’s database for all client knowledge. This also helps your company’s brand as well, because if you’re unavailable, and you have a CRM, another salesperson can jump in and help the client seamlessly. Integration software. Engagement software.

CRM 62

CRM Software Software Media 62