Upland

AUGUST 25, 2023

Unfortunately, org charts are rarely the best source for understanding the hidden lines of influence that permeate an account. It will take an entirely different activity to discover these hidden lines of influence, and tap into these veins of gold within an account to uncover real new avenues for revenue.

Stakeholders 195

Stakeholders Decision-making Sales Leadership 195

Upland

DECEMBER 14, 2021

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.

Account Planning 195

Account Planning Account Management Publishing Organization 195

Account Manager Tips

AUGUST 14, 2022

21 free courses for key account managers to boost your skills now A key account manager has to grow and retain their clients. Find out what those skills are, along with 21 free courses to help you become a better key account manager. FAQ Do I need a degree to be a key account manager?

Key Account Management 246

Key Account Management Account Management Emotional Intelligence Management 246

Account Manager Tips

MARCH 23, 2021

To identify key accounts with true growth potential, you must dig deeper. Your biggest accounts are not always your best accounts. Why large accounts are not key accounts Key accounts are your most valuable customers, and organisations frequently rely on volume to identify them.

Co-Creation 227

Co-Creation Key Account Management Account Management Suppliers 227

Hubspot Sales

OCTOBER 10, 2023

As subscription-model popularity grows, it's vital for organizations to implement the right billing software to effectively manage recurring revenue. In this blog post, we'll highlight the best subscription billing software on the market and help readers asking: What is subscription billing software? Price: Free.

Software 106

Software Software Banking Value Proposition 106

Nutshell

MARCH 20, 2024

It’s simple — lead generation software. Choosing lead generation software can be tricky, though, with so many tools to choose from. Keep reading as we cover everything you need to know about lead generation software, from the top platforms available to how to choose one for your business.

Software 77

Software Software CRM Management 77

Brooks Group

DECEMBER 1, 2023

Whether your organization has a dedicated Account Management team, or your salespeople are in charge of managing their own accounts, it’s important to establish account management KPIs to measure performance and effectiveness. Watch the video below to learn more.

Account Management 93

Account Management Management Account Planning Sales Training 93

Arpedio

OCTOBER 17, 2023

Account management software tools Account Management Software ← Back to blog Account management software solutions have transformed the way businesses handle their account planning and client interactions.

Account Management 52

Account Management Software Software Management 52

Arpedio

MARCH 18, 2024

Among these strategies, account mapping has emerged as a cornerstone methodology that fosters sales process optimization and drives sustainable growth. Account mapping is not just beneficial; it’s instrumental in sculpting a tailored approach that aligns perfectly with the intricate dynamics of each client’s internal ecosystem.

B2B 52

B2B Stakeholders Sales Decision-making 52

KAM With Passion

MARCH 17, 2022

A rich action plan has been defined and is now being implemented. Once this organisation will have progressed enough on complex sales and on basic account management, it be in a much stronger position to enhance and expand its KAM intiative. Managing customers well requires 3 complementary capabilities. Complex Sales.

Key Account Management 130

Key Account Management Account Management Co-Creation Global Accounts 130

DemandFarm

JUNE 22, 2023

ROI of a Key Account Management Software This comprehensive guide equips you with the knowledge and strategies to convincingly demonstrate the value of investing in Key Account Management software to your company’s CFO.

Key Account Management 52

Key Account Management Account Management Software Software 52

DemandFarm

JUNE 9, 2023

Change Management Guide for Digital Transformation in Account Management Digital Key Account Management Transformation for Sales Success – Learn how to seamlessly implement and adopt digital account management software & tools across your organization.

Account Management 52

Account Management Digitalization Software Software 52

ProlifIQ

MARCH 30, 2023

Account Planning Template for B2B Sales Teams You can steal the key account plan template we use with customers here. We’ll cover each part including: Business Overview Objectives & goals Relationship Mapping White Space (Expansion) Action Introduction: What is Account Planning?

Account Planning 98

Account Planning Key Account Management Account Management Stakeholders 98

ProlifIQ

APRIL 21, 2023

Account Planning Growth Strategy For businesses looking to grow their revenue and achieve their goals, an effective account growth strategy is essential. This strategy involves developing a comprehensive plan to manage and grow the customer accounts that are critical to the business’s success.

Account Growth 52

Account Growth Account Planning Key Account Management Account Management 52

Arpedio

OCTOBER 17, 2023

How to build a winning account management team Account Management Software ← Back to blog A winning account management team can be your secret weapon to supercharge your company’s growth and customer satisfaction. Try ARPEDIO's Account-Based Selling Platform! Let's talk!

Account Management 52

Account Management Management Client Relationships Emotional Intelligence 52

QYMATIX

MARCH 26, 2024

This article focuses on the key factors that have become essential to success in wholesale distribution, such as well-managed customer relationship management, its importance and what it entails. Customer Relationship Management – What is it? The longer a project takes, the higher the risks.

Management 52

Management Artificial Intelligence CRM Software 52

Envisio

JUNE 28, 2023

Strategic planning is a key tool for running an effective public sector organization. When done correctly, it turns today’s vision into tomorrow’s reality–but in order to meet the goals in the plan efficiently, these organizations need a management reporting system that helps them implement their plan.

Management 92

Management Government Stakeholders Decision-making 92

Hubspot Sales

SEPTEMBER 27, 2023

They're spending hours manually managing subscriptions and dealing with frustrated customers. From software-as-a-service (SaaS) providers to e-commerce platforms to media streaming services, managing subscriptions has become a critical part of successful business strategy. How Does Subscription Management Work?

Management 81

Management Software Software Decision-making 81

Arpedio

JANUARY 9, 2024

Elevating Account Management Through Metrics and KPIs Explore ARPEDIO's Account Management Software ← Back to blog As companies strive to build lasting relationships with their clients, the need for effective Account Management strategies and tools becomes paramount. Let's talk!

Account Management 52

Account Management Management Client Relationships Account Planning 52

ProlifIQ

FEBRUARY 23, 2024

The State of Account Planning in 2024 2023 was a challenging year for go-to-market teams. With economic uncertainty, slowing growth, and more scrutiny on every purchase, many teams struggled to close deals and retain accounts. As companies mature, digital channels for researching account planning tools also diversify.

Account Planning 52

Account Planning CRM Energy and Utilities Account Management 52

Arpedio

APRIL 3, 2023

This client case is based on an interview with Josh Seddon, Head of Account Management, EMEA, at Eagle Eye. Josh leads a team of account managers and is responsible for Eagle Eye’s key and strategic accounts in EMEA. This made it difficult to see and prove the value of their account planning efforts.

Onboarding 52

Onboarding Account Management Stakeholders Account Planning 52

Zendesk

JANUARY 23, 2024

When creating schedules, workforce managers must plan for future call volume, assign agents to the right roles, and factor in breaks and time-off requests. This guide details agent scheduling, including best practices, benefits, and key components. Read on to add this skill to your workforce management (WFM) arsenal.

Software 52

Software Software Customer Experience Construction 52

Nutshell

MAY 26, 2023

Tech stacks can be optimized for a specific purpose—like marketing or customer service—but you can also create tech stacks that help you manage your business. What are the best types of software for roofing companies? CRM software CRM software is a type of tool that helps you gather, store, organize, and analyze customer data.

Software 62

Software Software CRM Construction 62

Arpedio

OCTOBER 20, 2023

Understanding the power of a stakeholder matrix – A comprehensive guide Relationship Mapping Software ← Back to blog In the dynamic landscape of account management, understanding your clients’ needs, expectations, and concerns is paramount to building lasting and mutually beneficial relationships. Let's talk!

Stakeholders 52

Stakeholders Account Management Client Relationships Decision-making 52

Clarity Engagement Solutions

FEBRUARY 7, 2022

It directly supports our 4 Zones™ of Customer Engagement technology and is the 1st Industry Cloud Solution software on Salesforce Lightning to focus exclusively on Strategic Customer Engagement for organizations and field teams calling on key accounts. That’s where Clarity CX1™ comes in. Longer sales cycles. •

Stakeholders 91

Stakeholders Decision-making Account Planning Prioritization 91

Planview

FEBRUARY 29, 2024

These challenges underscore the complexities inherent in managing and evolving the technological framework of automotive software. An aging codebase adds further complexity, introducing potential quality issues as well as hurdles in upgrading and optimizing software.

Prioritization 59

Prioritization Innovation Suppliers Manufacturing 59

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. Sales Enablement Software 3. So, dive in and discover how to supercharge your sales!

Sales 52

Sales Software Software Sales Training 52

Hubspot Sales

SEPTEMBER 28, 2020

Your CRM should be a one-stop-shop for all the information you need to manage your business. The answer to these questions is yes if your CRM and accounting software are working in tandem with one another. Why Integrate Accounting Tools with Your CRM. Here are some accounting tools to consider connecting to your CRM.

CRM 104

CRM Small Business Finance Software 104

Hubspot Sales

NOVEMBER 22, 2023

It's a CRM (or Customer Relationship Management Platform). This is where Customer Relationship Management (CRM) software comes into play. Key features: Email Tracking and Sequences: Get real-time notifications when prospects open your emails or click on your links. It's not that new or hard to access.

CRM 90

CRM Decision-making Sales B2C 90

Arpedio

FEBRUARY 14, 2024

Welcome to our comprehensive guide on strategic account planning – a vital practice for businesses looking to achieve long-term success and foster strong customer relationships. In today’s competitive landscape, having a well-defined account plan is essential to effectively manage key accounts and drive growth.

Account Planning 52

Account Planning Account Management Value Proposition Stakeholders 52

Arpedio

FEBRUARY 14, 2024

Welcome to our comprehensive guide on strategic account planning – a vital practice for businesses looking to achieve long-term success and foster strong customer relationships. In today’s competitive landscape, having a well-defined account plan is essential to effectively manage key accounts and drive growth.

Account Planning 52

Account Planning Account Management Value Proposition Stakeholders 52

Arpedio

JANUARY 5, 2024

At the heart of every thriving enterprise lies a keen focus on business relationship optimization , a task achieved through strategic roles that many might find overlapping—Account Management and Customer Success. Business Development: Seeking and identifying growth opportunities within existing accounts to drive revenue.

Account Management 52

Account Management Customer Success Management Energy and Utilities 52

Arpedio

NOVEMBER 6, 2023

Sales automation software: The ultimate guide Explore the ARPEDIO platform ← Back to blog In today’s fast-paced business landscape, sales teams face numerous challenges in managing accounts, seizing opportunities, and nurturing relationships with stakeholders. What is sales automation software?

Software 52

Software Software Sales Artificial Intelligence 52

Nutshell

FEBRUARY 28, 2024

You can then access this information, usually in a spreadsheet or shared directly into your CRM software. Provides data for ABM marketing Account-based marketing (ABM) is a form of marketing that, instead of targeting a general customer profile based on demographics, targets a specific account or organization.

B2B 71

B2B CRM Software Software 71

Arpedio

MARCH 6, 2024

Account management serves as the backbone of successful businesses, playing a pivotal role in fostering lasting relationships with clients or customers. At its core, account management involves the strategic oversight and nurturing of client accounts, aiming to maximize their value and satisfaction.

Account Management 52

Account Management Management Prioritization Client Relationships 52

Hubspot Sales

JULY 22, 2020

In reality, sales professionals and managers need to have access to the best available sales planning tools to help them boost sales productivity and close more and bigger deals. This tool allows sales managers to analyze the email productivity of their reps. Pipeline Manager. Plan 2 Win. Sales Productivity Tools.

Account Planning 108

Account Planning Sales CRM Prioritization 108

Apptivo

APRIL 27, 2022

All About Enterprise Resource planning. ERP, or Enterprise Resource Planning , is a type of system or software used by organizations to manage processes and automate activities such as accounting, project management, risk management, compliance. The Finance and accounting module.

Supply Chain 98

Supply Chain Procurement Manufacturing Logistics 98