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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. But as a provider of a robust set of sales management and methodology capabilities , our teams work with some of the biggest sales organizations in the world.

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4-Phase Guide to the Strategic Planning Process

OnStrategyHQ

Play Watch the video Free Strategic Planning Guide Overview of the Strategic Planning Process: The strategic management process involves taking your organization on a journey from point A (where you are today) to point B (your vision of the future). What senior leadership members and key stakeholders are included?

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65 Essential Key Account Management Terms Explained: Key Account Management (KAM) Glossary

DemandFarm

KAM Glossary (with 65 Definitions) To help strategic account managers / key account managers /sales professionals enhance their understanding of Key Account Management (KAM) , this glossary provides clear and concise definitions and explanations of essential terms, definitions, and concepts related to key account management.

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Why You Should Walk Away from Quarterly Business Reviews

ProlifIQ

QBRs and Salespeople: The Key to True Customer Success and Growth There are certain truths to life that cannot be disputed. A quarterly business review is typically an event that takes place over the span of a few days to a week where sellers and a customer success manager come together to align on all of their key accounts.

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Implement & Manage Plan Performance

OnStrategyHQ

Phase 4: Executing Strategy and Managing Performance. You remain in this phase of the strategic management process until you embark on the next formal planning sessions where you start back at the beginning. Monthly or quarterly Key Performance Indicator data. Train your team to use OnStrategy to manage their part of the plan.

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How to systemise account management in your agency, with Alex Raymond

Account Management Skills

In this episode, I talk to Alex Raymond from Kapta about everything to do with account management processes. Not project management systems, not CRM systems, but having a dedicated system to guide the agency account management team, when it comes to managing and delve developing existing client relationships.

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Jul 14 – Customer Success Jobs

SmartKarrot

Oversee team culture building and performance management (e.g. Work closely with the VP, Customer Experience to manage the day-to-day and longer-term strategic needs of the CX team. Manage, support, and grow a team of talented Customer Success Managers. Own on-boarding, account management, renewals and health KPIs.