Veloxy

AUGUST 17, 2022

You’ll easily generate quotes, proposals, and contracts in a variety of formats and in mere seconds. Price: Starting at $25/month for Salesforce users Automations: Customer onboarding When you land a new client, what’s next? Apptoto is also for clients and anybody else that finds room on your calendar. source of image.

Appointment 147

Appointment Territory Cross-sell Contract 147

Sales Pop!

APRIL 11, 2024

Client Satisfaction. Without it, of course, the chances of account expansion are highly unlikely. It can be an elusive target, though, given the typical focus in working to insure your products and services delivered to a client are the very best that they can be. The contract is signed. Not by a long shot.

B2C 52

B2C Clients Contract Account management 52

Martech

AUGUST 25, 2023

A new account manager that we haven’t met before, asking for money. It’s not news that some martech vendors seem more interested in getting a signature on the contract rather than genuinely partnering with their clients. “We just cancelled a SaaS product we’ve used for three years. Why we care.

Contract 87

Contract Account management Represent Clients 87

SBI

FEBRUARY 20, 2018

For example, our research shows that using Adobe Sign results in contracts being signed 21x faster than using paper-based signatures. Adobe Sign makes it quick and easy to collect signatures from clients on the go. Second, once contracts are in play, salespeople can monitor their status and stay on top of every step.

Contract 55

Contract Gaming Commission Legal 55

Hubspot

JANUARY 3, 2017

That's a lot of time spent on unbillable tasks that could be spent focusing on work that meets the goals of your paying clients. When you communicate with your clients primarily over email, it's easy for important messages and tasks to get lost in the seemingly constant shuffle. 1) SaneBox. 2) Just Not Sorry. Price: Free. 3) Mailburn.

Clients 76

Clients Contract Price Trust 76

Partners in Excellence

FEBRUARY 17, 2024

As an example, recently I was involved with a client selling supply chain technology solutions to IT. IT understood the issues, understood the problem and how my client could help them solve the problem. In today’s world of rising complexity, we tend to try to simplify things or not see the entire picture.

Manufacturing 77

Manufacturing Clients Contract Presentation 77

Sales Hacker

FEBRUARY 1, 2021

Why is it that companies have a sales process they follow rigorously to win business, yet avoid the same discipline in managing those customers throughout the lifecycle of their contracts? Too often contract cancellation (or non-renewal) comes as a surprise, but it never should. Today we can start to change that.

Customers 73

Customers Contract Cross-sell Account management 73

Hubspot

APRIL 27, 2023

While it is important for account executives to have great communication skills — verbal and written — they also need to know how to negotiate new contracts and renew existing contracts. The average annual salary for an Account Executive is $59,630 , and it can get as high as $110,000. Ask tech salespeople questions.

Account management 74

Account management Commission Contract Sales 74

Martech

FEBRUARY 2, 2023

Questions for vendors Questions to ask each vendor include: What kind of conversion rate improvements do you typically see with your clients? Will we have a dedicated account manager and technical support, especially with the initial migration? Do you have other clients in our vertical? And how much do they cost?

Conversion 98

Conversion Contract Follow-up Account management 98

Veloxy

JUNE 23, 2021

These reps spend their days reaching out to prospects, qualifying them and building relationships by helping clients solve their business problems. 3: Account Managers. The Account Manager is responsible for checking on clients and nurturing relationships after the contract is signed.

Inside sales 232

Inside sales CRM Sales Pipeline 232

Search Engine Land

FEBRUARY 15, 2024

They’ve worked with hundreds or even thousands of clients in many industries. And, because SEO agencies work with many clients, they avoid the tunnel vision that an in-house SEO can be vulnerable to. Sometimes, the client business handles the proposed changes; other times, the vendor can do it for you. So there’s less guesswork.

Consult 118

Consult Clients Engineering Service 118

Partners in Excellence

MARCH 5, 2024

Gus progressed in his IBM career, later managing one of the largest banking accounts, Citibank. Gus now lectures in various business programs and has written one of the best/most pragmatic books on account management that I’ve ever read, Customers Win/Suppliers Win. I worked with tellers, branch managers.

Sell 77

Sell Contract Retail Account management 77

SaaStr

OCTOBER 25, 2021

” and “Something we found really effective at CoursKey, and other vSaaS businesses will likely find as well: Instead of running pilots, sign a multi-year contract but give them an opt-out after 3-6 months. Account management it’s same work. ” — Jesse Ofner, VP Client Experience, InterviewIA.

Price 116

Price Contract Referrals B2B 116

Search Engine Land

DECEMBER 4, 2023

Hollywood writers negotiated new contracts to continue earning a living when genAI could use their ideas to create new plot twists. These early applications demonstrated the immense potential for ChatGPT in PPC account management and campaign optimization. For PPC marketers, ChatGPT also unlocked game-changing potential.

Objectives and Key Results 118

Objectives and Key Results Campaign Launch Strategize 118

Martech

OCTOBER 11, 2021

“The meeting might be going through to a salesperson, account manager or a CSM. ” Cipirani-Espineira has been in SaaS customer success throughout her career, including in senior account director and VP Customer Success roles at Cision and Medallia respectively. From account management to customer success.

Customers 87

Customers Account management Real Estate Contract 87

Gong.io

JULY 11, 2022

Inside sales reps sell from their office, in stark contrast to outside sales, where sales reps travel to visit clients and close deals on the road. They travel to meet clients (whether by car, plane, or foot), and attend industry events and conferences to painstakingly prospect new leads. Managing referrals from existing customers.

Inside sales 62

Inside sales Commission Outside Sales Quota 62

Lead Fuze

JUNE 28, 2023

In this blog post, we will explore the role of sales representatives – from negotiating contracts and identifying leads effectively, to building relationships with potential clients. They conduct business operations, negotiate contracts, identify leads, contact prospects, and close deals. Plus, they get to travel.

Negotiate 52

Negotiate Territory Contract Technique 52

Martech

JULY 25, 2023

Additionally, marketing projects — whether they’re campaigns or websites or whitepapers or videos — regularly involve working with outside resources, whether it’s an agency or a contract designer or photographer. Improved coordination with clients and other stakeholders. Digital asset management and file sharing.

Territory 80

Territory Contract Clients Follow-up 80

Heinz Marketing

MAY 20, 2022

In fact, letting the client know that we uncovered this goldmine can serve as the impetus for them to expand their business with us! Account Management. Account Executives and/or BDRs. As the kids like to say, “Wow, that’s so meta ”. Customer Marketing. Customer Success. Revenue Ops / Marketing and Sales Ops.

Cross-sell 109

Cross-sell Customers Growth Contract 109

Gong.io

AUGUST 3, 2022

Closing new contracts is important, but retaining and increasing revenue from existing accounts is crucial for maintaining and growing ARR. For individual clients, we can ask, “What was it that the customer wanted to achieve originally? Renewal opportunities occur when a customer’s current contract comes to an end.

Customers 87

Customers Cross-sell Contract Price 87

Martech

OCTOBER 7, 2021

Additionally, marketing projects — whether they’re campaigns or websites or whitepapers or videos — regularly involve working with outside resources, whether it’s an agency or a contract designer or photographer. Improved coordination with clients and other stakeholders. Digital asset management and file sharing.

Education 128

Education Territory Clients Follow-up 128

Lead Fuze

DECEMBER 1, 2021

Those deals are large, with 3 year contracts and prestigious logos. For example: SMB customers might need monthly payment terms or “pay per transaction” costs; Enterprise clients may prefer long-term contracts with less administrative overhead. Managing accounts after the sale is made.

Sell 52

Sell Account management Contract Price 52

Partners in Excellence

APRIL 26, 2021

We assume they know how to get approval, how to contract, how to issue an order. Some years ago, I was working with a client–they won a very large deal, the top executive of the business unit supported the decision and had funded the project. They don’t know how to work with legal and contracting.

Customers 89

Customers Contract Legal Negotiate 89

Partners in Excellence

JUNE 30, 2022

Primarily, this is targeted to getting renewals when the current contract terminates. Expansion: We’ve got some presence within an account, we want to grow that. Leveraging the power of our incumbency has, traditionally been a fundamental part of our account management strategies.

Growth 68

Growth Cross-sell Strategize Account management 68

Hubspot

JUNE 6, 2019

This role might also be more client- or management-facing, sharing the results of a whole team of analysts. National Account Manager. If you’re ready for a new challenge, you might make the eventual jump to national account manager. Sales Operations Manager. The good news?

Finance 77

Finance SQL Strategize Account management 77

SaaStr

MAY 25, 2020

In your contracts. “Pacakage in extras, all users, projects, features into the price and reduce any hidden costs in contracts. “E contract” — Julie Grieve, CEO CritonHQ. “Set up expectations through out the sales process with your clients and be up front of what they should expect from you.”

Closing 135

Closing Process Contract Price 135

Sales Hacker

OCTOBER 22, 2017

While we have some generalized notion of “selling,” contemporary sales organizations have grown in complexity and have evolved into a roster of functions — such as business development, closing, account management, and customer success — that require different specialized skill sets for their respective teams. Client Engagement.

Negotiate 102

Negotiate Teamwork Referrals Relationship building 102

PandaDoc

APRIL 6, 2021

As a sales enablement platform, GetAccept is focused on helping you manage your entire contract workflow, from first draft to final signature. While the company does offer features like document management and custom branding, it’s most widely known for its document signing and preparation process. Integrations.

Contract 52

Contract Price Account management Process 52

PandaDoc

APRIL 6, 2021

As a sales enablement platform, GetAccept is focused on helping you manage your entire contract workflow, from first draft to final signature. While the company does offer features like document management and custom branding, it’s most widely known for its document signing and preparation process. Integrations.

Contract 52

Contract Price Account management Process 52

Lead Fuze

DECEMBER 1, 2021

Those deals are large, with 3 year contracts and prestigious logos. For example: SMB customers might need monthly payment terms or “pay per transaction” costs; Enterprise clients may prefer long-term contracts with less administrative overhead. Managing accounts after the sale is made.

Product 40

Product Account management Contract Price 40

Lead Fuze

MAY 26, 2023

You can start as an intern or entry-level employee and gradually work your way up through positions like account manager, project manager, or even creative director. Creating a detailed LinkedIn profile can also help you connect with other professionals and potential clients.

Profit margin 52

Profit margin Legal Price Networking 52

Sales Hacker

AUGUST 18, 2021

On the other is whitespace or the potential for expansion in an account. If a contract provides for 50 seats but the customer only uses 45, that’s 90% seat saturation. Low churn/High whitespace: These accounts could harness Outreach more widely. Our account management team steps in to see how we can help.

Education 110

Education Contract Pipeline Gaming 110

Gong.io

JULY 27, 2022

Today’s high-performing revenue teams are those who are focused heavily on retention, not just new client acquisition. Does the client (or specific user segments within the company, like managers) require additional training? Of course, there’s no ignoring the obvious opportunity to continue developing the client relationship.

Objectives and Key Results 62

Objectives and Key Results Cross-sell Clients Strategize 62

Hubspot

APRIL 2, 2018

Do you have any questions about the contract?". Contract questions. Never comment on a contract or proposal over email. Do you have any questions about the contract?”. It might be because another rep is handing off the deal, there’s been a territory change, or the deal has closed and an account manager is taking over.

Prospecting 93

Prospecting X-functional Contract Cross-sell 93

Engage Selling

MAY 3, 2013

Number of new (first) client meetings per month. New vs. existing client sales. KPI’s for Account Management and client retention / growth. Average client growth year over year. Client retention rates. Depending on your business, you may have additional KPIs to take into account. Annual quota.

Contract 88

Contract Quota Pipeline Sales 88

Miller Heiman Group

APRIL 9, 2019

Sometimes, to win a long-term relationship with a large client, you’ll need to make some sacrifices. Some examples include a special pricing offer, a customer-defined customization or a revision to contract terms. Miller Heiman Group specializes in helping sellers win more deals using the Large Account Management Process.

Territory 92

Territory Account management Price Contract 92

Hubspot

MARCH 18, 2015

Conflict resolution was certainly not in your job description when you started out as a designer, account manager, or copywriter. But the reality is that you have to lead the charge for your agency, and that sometimes requires you to deal with hard-bargaining clients who want more work at less money.

Negotiate 75

Negotiate Technique Contract Non-Profits 75