SalesPop

MAY 21, 2021

Through the articles in this series, we’ve now covered all aspects of account management, and its related features within Pipeliner CRM. Let’s now take an overview of the subject and pull all the pieces together, and see how Pipeliner powerfully supports account management. Account View. Account Matrixes.

Account management 98

Account management CRM Pipeline Territory 98

Partners in Excellence

NOVEMBER 27, 2012

As our products and solutions become more complex, as they broaden, it is impossible for the account or territory manager to have deep knowledge in all the solutions. Yet too often, I see conflict between the sales specialist teams and account managers. They are accountable for a customer and territory.

Account management 103

Account management Territory Sales Growth 103

SalesPop

MAY 7, 2021

One place where project management really comes into account management is bringing a broadly stated goal into realistic terms. They can use account planning and project management to figure out just how realistic that goal is. Numerous parts of project management will be part of this tool.

Account management 98

Account management Drivers/motivators Pipeline CRM 98

Martech

NOVEMBER 1, 2024

While many marketing teams struggle to meet their targets, this strategy presents an incredible opportunity to unlock additional revenue. Why traditional account management falls short The conventional customer success model, while valuable for retention, often lacks the sophisticated orchestration needed for strategic growth.

Growth 134

Growth GTM B2B Strategize 134

SalesPop

APRIL 30, 2021

It has prioritized lead and opportunity management over account management. Guided by both the industry and the CRM solutions they were using, businesses and organizations never really dug into real account management. A vital key to strategic account management is creating value for the customer.

Account management 80

Account management CRM Pipeline Strategize 80

Pointclear

NOVEMBER 19, 2013

James Obermayer, Executive Director and CEO of the Sales Lead Management Association and President of Sales Leakage Consulting is a regular guest blogger with ViewPoint. The three agency people looked at each other, smiled, and the account manager launched into a series of questions. It went something like this. “Do

Presentation 101

Presentation Account management CRM Quota 101

Search Engine Land

AUGUST 2, 2024

It can be really difficult in an industry like SEO where the client isn’t easily able to physically see the work that has been carried out, they often don’t really understand SEO either, which can present an additional challenge. So keep it as brief as needed to present the key information in an easy-to-understand format.

Clients 82

Clients Strategic planning Trust Presentation 82

Veloxy

JUNE 15, 2023

Essential skills for success include strong customer relations, business development, account management & problem solving abilities. Key skills for success include excellent customer relations, proficiency in new business development, adeptness in account management, technical sales knowledge, and problem-solving capabilities.

Outside Sales 264

Outside Sales Objectives and Key Results Negotiate Territory 264

Miller Heiman Group

FEBRUARY 13, 2019

Losing a strategic account represents a monumental loss and you may find yourself banging your head against a wall, asking where you went wrong or if you missed early warning signs. Meanwhile, your leadership expects you to initiate a top-to-bottom review of your strategic account management plan.

Account management 69

Account management Strategize Manufacturing Closing 69

Partners in Excellence

JANUARY 24, 2025

I think I disappointed everyone, they thought I was going to present some keen insights about how to improve performance. ” Customer service will have their 5, marketing theirs, rev op/enablement theirs, inside sales/BDRs theirs, field sales theirs, account managers theirs. Instead, I posed a single question?

High impact 111

High impact Pipeline Inside sales Quota 111

Veloxy

JUNE 23, 2021

1: Account Executives. This includes lead generation, qualification, relationship building, presenting, and finally closing the deal. Not only are they the main point of contact, Account Executives are ultimately responsible for demoing products and handling the entire cycle in small companies. 3: Account Managers.

Inside sales 232

Inside sales CRM Sales Pipeline 232

Sales Pop!

MAY 20, 2023

There are appointment setters, product presentation specialists, and many others. They will emerge into the business world as mere machines—appointment setters, product presenters, or customer success reps. But when a company has major accounts, the real salespeople take care of them through building and continuing relationships.

Appointment 241

Appointment Education Sales Contact 241

The 5% Institute

AUGUST 7, 2023

In today’s dynamic business landscape, possessing a comprehensive set of skills is crucial for any successful account manager. The role of an account manager goes beyond mere customer service – it involves nurturing client relationships, driving revenue growth, and enhancing a company’s reputation.

Account management 52

Account management Negotiate X-functional Cross-sell 52

Salesforce

MAY 9, 2024

In today’s highly competitive consumer goods (CG) industry, success often hinges on the strength of your relationships with key accounts. Effective key account management isn’t just a tactic, it’s a vital strategy for achieving profitable growth. But what sets your key account managers (KAMs) apart from your competitors’?

Account management 52

Account management Finance Promote Cross-sell 52

PandaDoc

APRIL 21, 2023

Key accounts are the 20% of accounts that generate 80% of your company revenue. Before attempting to develop a key account management strategy, you must know how to identify these key accounts. Accurate identification will help you avoid rashly categorizing tail accounts as having strategic value.

Account management 52

Account management Objectives and Key Results Strategize Legal 52

The 5% Institute

JULY 1, 2019

An Account Manager can be a tough job at the best of times – especially if you want to increase your sales. Below are three quick ways to increase your sales as an Account Manager. 3 Ways to Increase Your Sales As An Account Manager. 3 Ways to Increase Your Sales As An Account Manager.

Account management 52

Account management Sales Pitch CRM 52

Partners in Excellence

AUGUST 19, 2024

The presented the “before” and “after” org charts, the only thing that seemed to have changed is the CRO role and a RevOPs hierarchy combining marketing and sales ops. In the presentation they described the roles of each of the boxes and the key metrics for the people in each box.

GTM 138

GTM Account management Presentation CRM 138

Anthony Cole Training

FEBRUARY 9, 2015

If your sales team isn''t normally engaged in sales that are international in nature, go through 8 stages of RFPs, committee meetings, procurment vetting and finalist presentation and are sales that generate millions or billions of dollars then just maybe the research isn''t relative to your situation).

Management Consulting 178

Management Consulting Sales Consult Account management 178

Sales Pop!

JUNE 19, 2024

BizCatalyst360 Presents a life, culture, and biz new media digest as a hub of creative expression and personal growth. Lockhart @Ian Moyse @Channel, Sales & Account Management Experts @ Smooth Sale Nice Girls DO Get the Sale is an International Best-Seller and Evergreen: A Classic!

Sell 173

Sell Appointment Account management Represent 173

Sales Hacker

JANUARY 24, 2025

If finance and sales teams present different revenue data, operational inefficiencies will slow growth. Onboarding is the highest-ROI investment you can make. Make revenue operations a strategic priority GTM ops and finance must work from a single model of truth. Share Tag GTMnow so we can see your takeaways and help amplify them.

GTM 102

GTM Cross-sell Finance Price 102

Martech

JUNE 12, 2024

We know martech and demand generation strategies work best to engage prospects when brand recognition is present. Your sales and account management teams may already be using some of your prospecting content in relationship building. Customer marketing and prospecting are not the same. Services 1.

Customers 115

Customers Cross-sell Education Account management 115

Partners in Excellence

OCTOBER 27, 2013

As we race to year end, trying to make our numbers, we also enter “account planning season.” ” All of us have done account plans. Too often, it’s that annual exercise management makes us go through. We prepare and conduct fancy presentations. Account planning and account plans are important.

Account management 113

Account management Strategize Contract Contact 113

Partners in Excellence

MARCH 26, 2024

Eventually, I was invited into customer meetings to answer questions, and occasionally, I presented the pricing models and assisted in negotiating pricing and deal structures. I thoroughly enjoyed my time as a strategic account manager, but the upside was limited, and I was looking for new challenges.

Sell 137

Sell Cross-sell Finance B2C 137

Martech

NOVEMBER 6, 2023

Welcome emails] are a chance to introduce yourself as a company and as a brand,” said Ali Schwanke, founder of consultancy Simple Strat, in a presentation at The MarTech Conference. And if it is, make sure it puts your best foot forward. And it really needs to be about the person that’s getting the email.”

Account management 124

Account management B2B Follow-up Meeting 124

Partners in Excellence

OCTOBER 25, 2016

Much of this thinking drives an “account maintenance” philosophy, as a result, we tend to look towards “farmers” or relationship builders as our account managers. This thinking causes us to miss huge growth opportunities, and short changes the account of the value we might create with them!

Territory 98

Territory Account management Cross-sell Retail 98

Martech

OCTOBER 12, 2021

We’ve already written about community in B2B and in the story below we hear about the evolution from account management, via customer success, to customer love, from someone who has worked through it in practice. She had previously spent time as an account manager at businesses like Cision and Medallia.

B2B 107

B2B Account management Contract Technology 107

Hubspot

FEBRUARY 7, 2018

For instance, someone who loves to get to know their customers and help them achieve their goals over an extended period would likely be best in account management. Account Executive (AE). Account Manager. Sales Manager. Account Manager. Jobs in sales: Sales development rep (SDR). VP of Sales.

Territory 101

Territory Commission Outside Sales Account management 101

Hubspot

JUNE 6, 2019

The responsibilities are similar to that of a sales analyst, but may call for more advanced data collection, statistical software use, and the conversion of complex data into easily digestible presentations, graphs, or reports. This role might also be more client- or management-facing, sharing the results of a whole team of analysts.

Finance 99

Finance SQL Strategize Account management 99

The Advantexe Advisor

JANUARY 13, 2022

You have prepared and have done everything possible to be able to present a portfolio of great solutions that can be executed and will give the customer the solution they need that is safe, of high quality, and sets everyone up for success.

Customers 93

Customers Account management Presentation Meeting 93

Partners in Excellence

SEPTEMBER 4, 2013

This presents challenges for sales professionals: How do we know when the customer is going to buy? Sales Person As Orchestrator Or Resource Manager Are You Prepared To Have A Customer-Specfic Conversation? Account Management Change Communicating Customer Experience Future Of Buying Insight Selling Sales Process Strategy'

Cross-sell 122

Cross-sell Represent Account management Quota 122

Martech

MARCH 1, 2024

They have also been trained in concepts like customer management, LTV and the financial value of loyalty. At last, marketing professionals are slowly getting involved in customer management and customer experience, adding value to areas like customer success and account management. You lose a customer.

B2B 130

B2B Cross-sell Pharmaceutical Account management 130

Anthony Cole Training

JANUARY 31, 2012

sales management (49). sales management success (1). sales management training (4). Sales Manager (2). Sales Presentation (7). Sales Presentations (17). 4) Be accountable for your activity. Sales Jobs (5). sales leadership development (4). sales metrics (7). sales people (8). sales pipeline (1).

Objectives and Key Results 165

Objectives and Key Results Drivers/motivators Sales Up-sell 165

Search Engine Land

FEBRUARY 16, 2024

Fospha is an analytics platform that tracks all clicks and impressions, presenting this data in a dashboard to assist users in identifying actions that enhance cost per acquisition and ROAS. If you’re interested in accessing these enhanced insights, contact your Fospha or Snapchat account manager for more details.

Campaign 94

Campaign Account management Contact Presentation 94

Partners in Excellence

APRIL 16, 2024

Seizing the moment, Dr. Dover presented me with an unexpected opportunity. Now, another year has gone by and I am currently the Junior Account Manager for the UTD Sales program with plans to graduate early in the Spring of 2025. He offered the role of Alumni Relations Coordinator within The Center for Professional Sales.

Sell 139

Sell Pitch Up-sell Account management 139

Partners in Excellence

MAY 1, 2014

We developed a plan, presented a proposal and a price. The customer agreed, started scheduling people and resources. ” Walking Away Sales As A Special Case Of Project Management What If You Sold What Customers Wanted To Buy? We quickly identified the outcomes and the impact on their business. No related posts.

Customers 119

Customers Contract Price Account management 119

Partners in Excellence

JANUARY 30, 2014

This presents a different challenge than one might think of when one doesn’t dive into the data. Performance Management Friday — Customer… Proving Math Works Who Is Your Customer? (This particular example is one of the better one’s we’ve seen, usually customer churn is much higher).

Account management 109

Account management Contact Product Price 109

Highspot

NOVEMBER 9, 2021

“Customers today are won or lost based on the experience they have with frontline sellers, account managers and customer success staff,” said Jake Braly, VP Strategic Alliances and Partner Revenue, Highspot. “Today, training happens just-in-time, relevant to the selling situation and presented in the flow of work.

Customers 98

Customers Strategize Consult B2B 98