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People & Problems: The core of strategic account planning

Strategic Account Management Association

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.

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Here’s What You Missed at TRANSFORM 2020

Showpad

The only way to provide value to the buyer is to be customer obsessed and know your customers deeply. Collecting and documenting customer knowledge can help your reps tailor the buyer experience to each customer. . This disorganization leads to every team thinking differently about the customer. . “Ask

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CRM integration: What it is, why is it essential, and 4 key integrations

Insightly

The best part is that you don’t have to be a software engineer to build integrations in your CRM system due to the intuitive, user-friendly interface. You likely want all of the integrations right now, but how do you decide which to prioritize? 4 Essential CRM integrations for functional teams.

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How to create an effective customer success plan (+ a template)

Zendesk

Elements of a customer success strategy plan How to create a customer success plan 3 must-see customer success plan examples Customer success plan best practices Customer success starts with a plan Free customer success plan template What is a customer success plan?