ProlifIQ

JUNE 21, 2023

The ROI of Account Planning In the highly competitive landscape of B2B sales, sales leaders are constantly seeking strategies that can boost revenue and foster long-term customer relationships. One such strategy that has proven to deliver impressive returns is account planning. What is an Account Plan?

Account Planning 52

Account Planning Value Proposition Account Management Stakeholders 52

Apptivo

JUNE 14, 2023

How to Create Sales Reports in a CRM like Apptivo? The Sales Reports function in a Customer Relationship Management (CRM) system is a strong tool that provides firms with useful insights. Let’s discover more about sales reports in this blog. What is a sales report? What are the different types of sales reports in Apptivo?

CRM 52

CRM Decision-making Sales Sales Management 52

Account Management Skills

AUGUST 24, 2021

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.

Account Management 98

Account Management Management Account Planning Co-Creation 98

Arpedio

OCTOBER 25, 2022

Back to blog. 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!

Sales 52

Sales Prioritization Account Management CRM 52

Arpedio

OCTOBER 25, 2022

Back to blog. 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!

Sales 52

Sales Prioritization B2B Account Management 52

SmartKarrot

NOVEMBER 16, 2022

An account executive would have been in charge of this in the past. . Considering how sophisticated and expensive SaaS products are, it is critical to make sure that every customer gets the most out of their purchase. Client success occurs when your clients perceive the ROI (return on investment) they seek from your offering.

Customer Success 10

Customer Success Onboarding Account Management B2B 10

SmartKarrot

NOVEMBER 14, 2022

The decisions your business makes during the account onboarding process can be crucial for determining the future success of an account. Account onboarding can help your business address customer queries and concerns related to the value your products and services can provide them.

Onboarding 10

Onboarding Customer Success Stakeholders Facilitation 10