Strategic Account Management Association

AUGUST 6, 2021

Form an organizational capability around co-creating products and solutions with our customers Redesign our philosophy around our customers’ needs Make a positive business impact on our customers’ operations Ingrain a deeply customer-centric vision and mission for sales. Embarking on a Three-Tiered Change Initiative.

Supply Chain 520

Supply Chain Logistics Co-Creation e-Learning 520

Insightly

DECEMBER 23, 2021

A Customer Relationship Management (CRM) system is the nerve center of all your customer-facing operations. CRM systems facilitate frictionless transitions from leads to prospects to customers by mapping customer relationships. A CRM solution is an essential part of your company’s digital transformation. Define your CRM needs.

CRM 90

CRM Software Software Facilitation 90

Insightly

SEPTEMBER 27, 2023

“I’m already paying enough for my CRM. It’s a fair question that many midsize companies ask when implementing their first or a new Customer Relationship Management system ( CRM ). So, is a CRM success plan actually worth the cost? Hiring a CRM consultant is another common solution.

CRM 52

CRM Onboarding Brainstorming Software 52

Insightly

SEPTEMBER 27, 2023

“I’m already paying enough for my CRM. It’s a fair question that many midsize companies ask when implementing their first or a new Customer Relationship Management system ( CRM ). So, is a CRM success plan actually worth the cost? Hiring a CRM consultant is another common solution.

CRM 52

CRM Onboarding Brainstorming Software 52

Insightly

SEPTEMBER 15, 2023

CRM configuration is an essential step in the process of implementing a customer relationship management (CRM) system for businesses. CRM systems serve as a critical tool for managing interactions and relationships with customers, helping businesses to maintain, grow, and improve their offerings. So why is CRM important?

CRM 52

CRM Decision-making Software Software 52

Insightly

SEPTEMBER 15, 2023

CRM configuration is an essential step in the process of implementing a customer relationship management (CRM) system for businesses. CRM systems serve as a critical tool for managing interactions and relationships with customers, helping businesses to maintain, grow, and improve their offerings. So why is CRM important?

CRM 52

CRM Decision-making Software Software 52

Insightly

JANUARY 18, 2023

Customer relationship management (CRM) systems are an answer to many of the challenges facing consulting firms. In this post, you’ll see how you can use a CRM to improve your sales processes and why Insightly is the best CRM for consultants. The right CRM can provide all of this and more.

CRM 52

CRM Client Relationships Acquisition Decision-making 52

Hubspot Sales

NOVEMBER 18, 2020

Sales leaders, be honest — you're curious about what your peers are up to. If you don’t have the time or resources to commission your own data, you’re in luck because we’ve compiled a list of important data points sales leaders need to know. Sales Leadership Stats. Sales Performance. is invaluable. Remote Selling.

Sales Leadership 142

Sales Leadership Leadership B2B Sales 142

Upland

SEPTEMBER 1, 2023

Guided selling is a modern sales approach that combines technology, data analytics, and personalized interactions to assist customers in making well-informed purchasing decisions. It goes beyond profiling customers and is supported by tools such as interactive product recommendations, sales enablement resources, and data-driven insights.

Decision-making 195

Decision-making Stakeholders Customer Experience CRM 195

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

Insightly

NOVEMBER 1, 2022

CRM Models: How They Can Boost Customer Profitability. You’ve heard of CRM software, but are you familiar with CRM models? What Is CRM? The term customer relationship management (CRM) refers to a combination of methodology and technology that establishes how companies handle customer data.

Profitability 52

Profitability CRM Value Proposition Customer Experience 52

DemandFarm

JUNE 3, 2024

Without it, you’re left behind in the dynamic, collaborative sales cycles of 2024. Consulting multiple stakeholders and balancing critical parameters can be time-consuming and exhaustive. and the CRM? With a product suite that caters to the sales and sales enablement teams, Prolifiq.ai is one such tool.

Account Planning 52

Account Planning Key Account Management Account Management Onboarding 52

Insightly

JULY 31, 2023

If you’re reading this article, chances are you’re in the market for a new customer relationship management (CRM) system and you are in the process of CRM evaluation. The right CRM can have a tremendous impact on your business, but vetting potential CRM vendors and their solutions is no small task. More sales revenue.

CRM 52

CRM Software Software Decision-making 52

Hubspot Sales

JULY 25, 2023

Like many disciplines, sales teams everywhere are trying to understand what role artificial intelligence will play in their industry. It’s here, and it’s already changing sales as we know it. Whether you’re skeptical, curious, or fully on board, it’s important to educate yourself about how sales reps are using AI.

Co-Creation 84

Co-Creation Artificial Intelligence Sales Onboarding 84

Arpedio

JUNE 20, 2023

Client Case study Rethinking Customer Success and Sales: A Collaborative Powerhouse in the SaaS industry Download full case study About The Case Study Due to pre-IPO considerations, the following case study has been anonymized to protect the identity of the company involved. Assess client health based on their own customized best practices.

Customer Success 52

Customer Success Account Management Facilitation Stakeholders 52

Showpad

SEPTEMBER 1, 2020

Measuring the ROI of sales enablement is truly the master discipline. You learned about the three critical success factors of enablement , how to l everage sales enablement for digital transformation and how your leadership is required to lead through change. For instance, sales enablement creates an ROI of up to 15.3%

Sales 132

Sales Stakeholders Onboarding Leadership 132

Nutshell

JUNE 22, 2019

The inertia of “the way we’ve always done things” can trip up the implementation of a new CRM , and a team’s familiarity with a software platform (even one that they all complain about! ) Getting internal buy-in means selling your team on why the new CRM will help them sell better. Want to be a better leader?

CRM 93

CRM Software Software Decision-making 93

Nutshell

AUGUST 28, 2023

Creating a structured sales process is one of the most effective ways to boost your sales teams’ efficiency and results. With a formal sales process in place, your sales team has a framework to follow, and it’s much easier to stay on the same page, track results, and onboard new team members.

Decision-making 118

Decision-making Sales Negotiation Advertising 118

ProlifIQ

FEBRUARY 13, 2023

Defining a Sales Handoff The business model for many B2B Saas companies involves customer growth. As a customer success manager, successful customer onboardings are critical to the success of your company and the customers you serve. The sales-to-customer success handoff is a crucial step in the B2B SaaS space for exactly this reason.

Account Planning 52

Account Planning Onboarding Sales Customer Success 52

PandaDoc

MARCH 29, 2024

This article outlines steps to establish and optimize a deal desk process flow with your team to help advance your sales strategy. Key takeaways A deal desk is a cross-functional team assembled to oversee opportunity qualification, solution and proposal development, and negotiation stages of a sales process.

Negotiation 52

Negotiation Stakeholders Profitability Government 52

Zendesk

APRIL 1, 2022

CS Ops conducts monthly audits of customer relationship management (CRM) and contact center as a service (CCaaS) software to determine whether they’re still serving the needs of success and support teams. Say two CSMs call two new customers as a part of the onboarding process. Support agent training and onboarding.

Customer Success 97

Customer Success Logistics Onboarding CRM 97

Arpedio

MAY 23, 2023

Sales Coaching – Make Every Sales Rep a Top Performer ← Back to blog Coaching sales reps is vital! And therefore, this blog post is going to be all about sales coaching: What is it, what’s the value, and what does it take to make every sales rep a top performer. What is Sales Coaching? Table of Contents 1.

Sales 52

Sales Account Management Stakeholders CRM 52

ProlifIQ

APRIL 3, 2023

Account Planning Tools For B2B Sales Teams Is your sales team building plans in slide decks, or spreadsheets, or storing key information about your stakeholders and accounts that isn’t easy to find? This makes it easier to collaborate and take action on specific stakeholders and accounts. Let’s dive in.

Account Planning 52

Account Planning Stakeholders CRM Decision-making 52

PandaDoc

APRIL 24, 2023

You’re probably here because you want to build a successful sales enablement strategy for your business. Read on to discover how to create effective sales strategies through the power of enablement and turn your team into an all-star performance machine. What is a sales enablement strategy? You’ve come to the right place!

Sales 52

Sales e-Learning Onboarding Software 52

Hubspot Sales

DECEMBER 6, 2022

Sales teams are always looking for an edge. Sales teams that leverage their business ecosystem close larger deals faster and more frequently. Here, you'll learn how to successfully work with your business ecosystem at every stage of the sales process — from prospecting to customer onboarding. Get onboarding help.

Onboarding 105

Onboarding Decision-making Organization CRM 105

Account Manager Tips

SEPTEMBER 29, 2020

1) Sales Intelligence: LinkedIn Sales Navigator (2) Appointment scheduling: Arrangr (3) Sales automation & engagement: Salesmate.io (4) Database: Airtable (5) Note taking: Milanote (6) Task Management: Todoist (7) Document Management: Bit.ai 1) Sales Intelligence: LinkedIn Sales Navigator Pricing: from $64.99

Key Account Management 130

Key Account Management Account Management Management Meetings 130

Arpedio

APRIL 27, 2023

From Strategy to Execution with Sales Enablement ← Back to blog In this blog post, we’ll explore what sales enablement is, why it’s relevant for sales professionals, and how sales enablement software can help to support your sales team. So, dive in and discover how to supercharge your sales!

Sales 52

Sales Software Software Sales Training 52

Arpedio

MARCH 26, 2024

In today’s competitive business landscape, the role of pre-sales strategy in driving business success cannot be overstated. Let’s delve into the importance of pre-sales strategy and its impact on overall business success. Let’s delve into the importance of pre-sales strategy and its impact on overall business success.

Value Proposition 52

Value Proposition Prioritization Sales Organization 52

DemandFarm

MAY 2, 2024

For a sales team, relationship management is essential in nurturing potential customers and onboarding new clients, and utilising effective customer communication techniques, such as consistent and reciprocal communication, can help achieve this. What Is Relationship Management with an Example?

Management 40

Management Banking CRM Profitability 40

PandaDoc

MAY 28, 2024

Modern consumers spend more time doing their own research and less time listening to sales pitches. Read this guide to learn the ins and outs of consultative sales. Key takeaways Consultative sales is customer-centric and focuses on building relationships. What is consultative sales? Why is consultative selling important?

Sales 52

Sales e-Learning Healthcare Software 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

Nutshell

JANUARY 14, 2020

The SaaS industry has different selling techniques , key metrics , and sales process activities compared to the ones you’d encouter while selling a tangible physical product or a more traditional service like a marketing consultation package. By the end, you should have a clear roadmap for reaching your or your company’s sales goals.

Sales 127

Sales Software Software CRM 127

Red Star Kim

JUNE 16, 2022

This prompted a host of discussions on engagement, internal communication, stakeholder buy-in, organisational culture and changing behaviour. Onboarding, lunch and learns, first points of contact directories and intranet tools were mentioned. Which CRM system do you use: 25% Hubspot, 25% OnePlace and 50% other. 20% Very good.

Management 130

Management Key Account Management Digitalization Communication 130

Hubspot Sales

AUGUST 26, 2020

In B2B sales, that means boosting conversion rates and landing more lucrative clients. Personalization is a watchword in all modern sales environments. Ideal for landing enterprise-level clients, it’s a hyper-personalized sales technique. Your marketers and salespeople pinpoint vital stakeholders within the target company.

Stakeholders 137

Stakeholders B2B Decision-making Sales Environment 137

ACT

SEPTEMBER 19, 2023

Once you create a growth-focused business strategy with all stakeholders on board, you can communicate your business plans with your team and align the required assistance and working capital to go after your targets. Tip #4: Use a CRM system When businesses expand rapidly, customer management becomes one of the biggest challenges.

Business Growth 52

Business Growth Management Small Business CRM 52

Red Star Kim

APRIL 12, 2023

Previously, my proactive activities were large projects that I took on e.g. implementing an experience database, a tidy up of our CRM systems. The situation is further complicated by the fact that different B2B services might have significantly different client journeys and sales cycles and thus strategies.

Media 130

Media Marketing B2C Stakeholders 130