Strategic Account Management Association

FEBRUARY 3, 2022

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.

Account Planning 400

Account Planning Supply Chain Prioritization Digital Transformation 400

PandaDoc

MAY 8, 2024

Successful implementation of a tailored SMB sales approach results in long-term benefits like ongoing relationships and increased lead generation. A robust SMB sales strategy is underpinned by adopting smart solutions like document management software and sales automation tools. What are SMB sales?

B2C 52

B2C Small Business Sales Decision-making 52

Hubspot Sales

MARCH 14, 2022

In theory, all of those steps can be treated as individual deliverables — compartmentalized into detailed workflows and tracked by multiple stakeholders. Project Management Across Teams. Project management is often leveraged as a means of connecting a series of stakeholders across multiple teams.

Management 87

Management Stakeholders Facilitation Sales Leadership 87

Insightly

DECEMBER 23, 2021

How do you currently track marketing prospects and sales leads? . How do you manage ongoing customer/client relationships? Do you use the same CRM software for all front-end operations? . Because your CRM software will affect a wide array of stakeholders, you need a cross-functional needs assessment team.

CRM 90

CRM Software Software Facilitation 90

Arpedio

JULY 9, 2023

From exploring the power of sales forecasting software to unveiling a step-by-step guide for accurate predictions, you’ll gain the knowledge and confidence to drive your sales game to new heights through accurate sales forecasting. Sales Forecast: An Introduction 2. Table of Contents 1.

Sales 52

Sales Decision-making Software Software 52

PandaDoc

MAY 9, 2024

Sales velocity is a robust metric used by sales managers for good reason. It presents a snapshot of how your entire sales process is performing. This guide will explain the sales velocity formula and what it means for your business. Sales enablement tools like CRM platforms help increase sales velocity.

B2C 52

B2C Sales e-Learning Software 52

ProlifIQ

FEBRUARY 14, 2023

But what about stakeholders? Your business can’t reach its revenue numbers consistently without a tight understanding of how to help manage, prioritize, and accelerate certain deals in the queue. The source indicates that the likelihood of winning the deal is by far the highest, in parallel with more stakeholders involved.

Management 52

Management Prioritization 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.

Account Planning 52

Account Planning Stakeholders CRM Decision-making 52

Zendesk

MARCH 9, 2022

Stakeholder mapping. Once you know your place in the market, it’s the business developer’s job to maintain it through stakeholder mapping and relationships. Business developers are responsible for tracking down the contact information for stakeholders and reaching out to them. Cross-departmental project management.

Brainstorming 98

Brainstorming CRM Stakeholders Software 98

Hubspot Sales

DECEMBER 14, 2020

In this post, we’ll hear from HubSpot experts on their best practices for leading sales teams through periods of change, often called sales transformation, that will help you and your team contribute to overall business success. A sales team's transformation strategy is led and created by a sales manager.

Sales 144

Sales Software Software Meetings 144

Hubspot Sales

APRIL 27, 2023

The SaaS (Software-as-a-Service) business model is one of the fastest-growing of the last decade. Because new software is being pushed into the market almost every day, the demand for SaaS sales professionals will only grow. Plus, you can move on from this role to become a sales manager or AE.

Sales 109

Sales Account Management Communication Sales Management 109

ProlifIQ

FEBRUARY 8, 2023

The customer success manager is (obviously) responsible for customer success. This is based on overall customer sentiment, adoption of the product (usually tracked using customer success software), and ensuring each customer has a positive customer experience. How to Rethink Success with Customers So what’s the alternative?

Account Planning 52

Account Planning CRM Customer Success Decision-making 52

SBI Growth

JANUARY 26, 2014

This post discusses which stakeholders to involve. Also, what is expected of those stakeholders. HR, Sale and Marketing leaders alike will want to read this. Also, this downloadable, free tool ( The Stakeholder Scheduler ) is what you need. Working with Russ at a B2B software firm made this painfully clear.

Stakeholders 117

Stakeholders Sales Finance B2B 117

Arpedio

APRIL 11, 2024

This enables sales teams to focus on high-potential leads and allocate resources efficiently, leading to higher conversion rates and improved ROI. Sales Forecasting : AI-enhanced sales forecasting combines historical data with predictive algorithms to generate accurate revenue forecasts.

Artificial Intelligence 52

Artificial Intelligence Prioritization Sales Innovation 52

Insightly

SEPTEMBER 12, 2023

Moreover, CRM for business development supports collaboration among various teams in the organization, such as sales, marketing, and customer support. What To Look For In A CRM for Business Development Selecting the right Customer Relationship Management (CRM) software is a crucial decision for businesses of all sizes.

CRM 52

CRM Facilitation Decision-making Software 52

Insightly

SEPTEMBER 12, 2023

Moreover, CRM for business development supports collaboration among various teams in the organization, such as sales, marketing, and customer support. What To Look For In A CRM for Business Development Selecting the right Customer Relationship Management (CRM) software is a crucial decision for businesses of all sizes.

CRM 52

CRM Facilitation Decision-making Software 52

Arpedio

MAY 23, 2023

Sales Coaching Examples​ 5. 6 Key Steps to Get Started With Proper Sales Coaching​ 7. How to Enable Every Sales Rep to Become a Top Performer?​ Sales Coaching Software​ What is Sales Coaching? Why is Sales Coaching Important? Ready to elevate your sales coaching game? The Pareto Principle​ 6.

Sales 52

Sales Account Management Stakeholders CRM 52

Nutshell

JANUARY 14, 2020

Software-as-a-service (SaaS) refers to any cloud software product that a company hosts and makes available to customers over the Internet, rather than offering it as a download onto their computers or mobile devices. By the end, you should have a clear roadmap for reaching your or your company’s sales goals. What Is SaaS Sales?

Sales 127

Sales Software Software CRM 127

Hubspot Sales

JULY 25, 2023

By flagging leaky funnel points and identifying patterns that lead to higher or lower performance, AI tools can find best practices or gaps where a sales manager can step in to coach. Data Analysis/Reporting Using machine learning, AI tools excel at analyzing or manipulating large data sets (like a sales pipeline!).

Co-Creation 84

Co-Creation Artificial Intelligence Sales Onboarding 84

Nutshell

AUGUST 28, 2023

A sales process is a set of repeatable steps that your sales team takes to convert prospects into customers. Building a sales process is absolutely necessary to your company’s success, and is perhaps the most important thing you can do as a sales manager to impact your team’s ability to sell.

Decision-making 118

Decision-making Sales Negotiation Advertising 118

DemandFarm

JULY 26, 2023

Understanding Sales Automation To fully understand the application and benefits of sales automation, let us first understand what it entails. Sales automation is the process of leveraging software and digital tools to automate a wide range of sales processes from email marketing, to lead generation and sales forecasting.

Artificial Intelligence 52

Artificial Intelligence Energy and Utilities CRM Sales 52

Hubspot Sales

SEPTEMBER 16, 2020

We observed this troubling phenomenon while conducting research for our book Cracking the Sales Management Code. Without a common understanding of the term " sales process ," sales managers can’t coach or communicate with their sellers as effectively. Who are the stakeholders you need to engage with?

Account Management 128

Account Management Sales Account Planning CRM 128

Insightly

SEPTEMBER 15, 2023

CRM meaning goes beyond just a software solution; it represents an overarching business strategy that places the customer – and the many relationships with that customer that differing departments have – at the center of all efforts. This is the perfect scenario for a custom field.

CRM 52

CRM Decision-making Software Software 52

Insightly

SEPTEMBER 15, 2023

CRM meaning goes beyond just a software solution; it represents an overarching business strategy that places the customer – and the many relationships with that customer that differing departments have – at the center of all efforts. This is the perfect scenario for a custom field.

CRM 52

CRM Decision-making Software Software 52

Brooks Group

APRIL 17, 2023

CSOs need to conduct sales strategy meetings which include managing sales targets and making sure they are supervising everyone during the sales processes. They’ll be accountable to all the stakeholders if someone has questions or concerns. They need to lead a team that can meet sales goals.

Interpersonal Skills 52

Interpersonal Skills Sales Sales Training Stakeholders 52

Insightly

JUNE 20, 2023

This section should be brief but informative, allowing stakeholders to grasp the main findings at a glance. Use appendices to provide detailed technical information, reference materials, or any other relevant materials that may help stakeholders better understand the findings.

CRM 52

CRM Stakeholders Management Organization 52

Showpad

MARCH 19, 2020

In this way, the company’s sales representatives may receive training no matter where they are while sales managers are able to assess team performance through quizzes, tests and surveys that help identify learning gaps and highlight potential team weaknesses. Supporting Remote Selling.

Cybersecurity 71

Cybersecurity Manufacturing Construction Stakeholders 71

Zendesk

MAY 26, 2022

Sales cycles partly run long due to a lack of communication or commitment between stakeholders. Sales collateral gives your primary contact the ammunition they need to persuade the rest of the group. It doesn’t matter to the prospect that our software offers automation if they can’t see how that benefits them.

Advertising 97

Advertising Sales Digitalization Decision-making 97

Insightly

DECEMBER 15, 2021

It ensures your new CRM software will have enhanced functionality and contribute to customer retention. . 10 Steps To Successful CRM Software Implementation. Sales Managers. Sales Team. Delivery Managers. Marketing Managers. Project Managers . Marketing Team . Customer Service Reps .

CRM 97

CRM Onboarding Software Software 97

PandaDoc

APRIL 24, 2023

Use tools such as your CRM or other sales enablement software to create a centralized content location for all your up-to-date training and coaching documents. Does your current sales enablement tech stack provide reps with what they need for valuable conversations that move prospects along that journey?

Sales 52

Sales e-Learning Onboarding Software 52

Hubspot Sales

JUNE 5, 2019

Sales process maturity: Before you can teach other people how to sell your product, you need to understand how to sell it yourself. Sales process complexity: Along similar lines, the lengthier and more complex your sales cycle, the harder it will be for your partners to resell. Retention rates for partner sales versus direct.

Sales 100

Sales Retail Stakeholders Onboarding 100

DemandFarm

JULY 26, 2023

Understanding Sales Automation To fully understand the application and benefits of sales automation, let us first understand what it entails. Sales automation is the process of leveraging software and digital tools to automate a wide range of sales processes from email marketing, to lead generation and sales forecasting.

Artificial Intelligence 40

Artificial Intelligence Energy and Utilities CRM Sales 40

Showpad

JULY 15, 2019

In this post, we’ll walk you through the process of aligning leadership and various departments, including sales operations and marketing, across your organization to ensure your sales enablement process is smooth sailing from the start, with all stakeholders on board. Enterprise Sales Enablement is Essential.

Sales 65

Sales Leadership Decision-making Stakeholders 65

Sales Management Matters

JULY 22, 2019

The term has also spawned a revolution in the software development world related to processes and the “agile” programming approach. Keeping your plans focused throughout the year requires the “agility” that gives stakeholders what they need, the way that they want it and, in the time, and format required.

Sales 69

Sales Finance Business Planning Stakeholders 69

PandaDoc

DECEMBER 21, 2020

Companies following Software as a Service (SaaS) business models can face challenges regarding generating revenue and growth. SaaS businesses provide services across online markets that are saturated with software offering similar services. This could be a subtle way to remind them of the value your software solution provides.

Energy and Utilities 52

Energy and Utilities Acquisition Software Software 52

Hubspot Sales

APRIL 13, 2022

To do this effectively, start with a sales software that you can use to track each prospect through the entire sales process. HubSpot's Sales Hub is an affordable CRM that you can set up quickly to start this new year on the right foot. Next, get more subjective feedback from your manager and team.

Emotional Intelligence 84

Emotional Intelligence Meetings CRM Publishing 84

PandaDoc

NOVEMBER 25, 2022

Solution selling implies that the salesperson focuses not on technical characteristics, but on how a product or service will alleviate the customer’s pain or allow them to exploit an opportunity: This software development kit will allow you to save up to 50% of development time and decrease the amount of money you risk. Long-term efficiency.

Procurement 52

Procurement e-Learning Publishing Decision-making 52