Veloxy

AUGUST 17, 2022

You’ll easily generate quotes, proposals, and contracts in a variety of formats and in mere seconds. For SMBs to Enterprise sized companies, the series of tasks can be cumbersome to sales staff, especially account managers. Thankfully, TaskRay makes onboarding new customers fast and efficient for everyone.

Appointment 147

Appointment Territory Cross-sell Contract 147

SaaStr

NOVEMBER 8, 2022

Well let me just step back with my learnings as you do your own planning: First, assuming you are growing > 80% YoY or so, have a lot of pre-paid annual contracts, … you should be able to be cash-flow positive almost no matter what somewhere around $5-$8m in ARR. Don’t wait to invest in customer success and account management.

Quota 112

Quota Contract Price Growth 112

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 88

Contract Account management Represent Clients 88

Sales Pop!

APRIL 11, 2024

At the start of a business relationship with a new account, you bring members of the sales and delivery teams together to meet with the new client to ask what’s most important to them. The contract is signed. a bad idea with new major accounts. Think about that moment. The business is won. The honesty needle points way up.

B2C 52

B2C Clients Contract Account management 52

Sales Hacker

JULY 25, 2022

Insight into daily rep activity allows sales managers to steer their reps in the right direction and stay on track to achieve bigger business goals. Once an SDR has secured a qualified lead, they tap an account executive (AE) to give demos, negotiate contracts, and drive the deal home. Building an account manager dashboard.

Engineering 99

Engineering Objectives and Key Results Cross-sell Pipeline 99

Search Engine Land

FEBRUARY 27, 2024

You’re hiring an agency to manage on your behalf, but that doesn’t mean that you shouldn’t own the work. What does a typical contract term look like? Do they lock you into long contracts without an out clause? Account management 26. How many accounts is the lead responsible for and what role do they play?

Retail 107

Retail Clients Contract Campaign 107

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 74

Customers Contract Cross-sell Account management 74

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. “1 year contracts for enterprise software. Jason, ed. :

Price 116

Price Contract Referrals B2B 116

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 90

Customers Account management Real Estate Contract 90

Martech

FEBRUARY 2, 2023

Will we have a dedicated account manager and technical support, especially with the initial migration? Questions for vendor about pricing Although not all vendors require an annual contract, many do. Once you’ve selected a vendor, be sure to get in writing a list of what technology and support are covered in the contract.

Conversion 100

Conversion Contract Follow-up Account management 100

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

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.

Account management 71

Account management Commission Contract Sales 71

Martech

JUNE 9, 2022

Will we have a dedicated account manager and technical support? If the email marketing platform vendor answers your questions and the platform seems to meet your needs, it’s time to start checking references, speaking with existing customers, and negotiating the contract. What kind of customer support is included?

Negotiate 100

Negotiate Contract Account management Launch 100

SalesPop

MARCH 20, 2022

Ultimately the job of the CSM (customer service manager/customer success manager) is to make sure the contract gets renewed and take advantage of any upselling opportunities. This is much more than a simple maintenance role nowadays, so they have to work closely with their sales manager. Redefining the CSM Role.

Customers 98

Customers Contract Sales Account management 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 97

B2B Account management Contract Technology 97

Smarter With Gartner

AUGUST 24, 2021

Term-based contracts’ costs are fixed and based on access not usage. A new contract results in a new revenue stream, but the resale opportunity occurs at the end of a predetermined time period, not the product’s end of life. Subscription business models disrupt that cycle. Consumption-based licensing is often pay-as-you-go.

Contract 59

Contract Commission B2B Legal 59

Veloxy

JUNE 23, 2021

3: Account Managers. The Account Manager is responsible for checking on clients and nurturing relationships after the contract is signed. What’s more, they also help implement the product and lend a hand to Account Managers when the client has technical needs. 5: Sales Operations.

Inside sales 232

Inside sales CRM Sales Pipeline 232

Partners in Excellence

FEBRUARY 17, 2024

These unhappy customers were taking a lot of sales time, demanding the account managers fix the problem or contracts would be cancelled. But when my client started talking to end users–people in procurement/logistics/manufacturing, they realized there were monstrous issues.

Manufacturing 77

Manufacturing Clients Contract Presentation 77

SaaStr

FEBRUARY 28, 2021

My point is, it’s “easy” (relatively speaking) to get a six-figure contract in larger companies if you solve a real, painful business process problem. You may need Account Managers and a dedicated Professional Services team and sophisticated Customer Success Managers.

Product 117

Product Contract Price Sales 117

Gong.io

JULY 11, 2022

An inside AE ( Account Executive ) takes meetings booked by BDRs or directly by the buyer, presents product demonstrations, and closes contracts. Inside sales tend to have shorter sales cycles than outside sales, but they also represent a lower ACV (Annual Contract Value). Managing referrals from existing customers.

Inside sales 62

Inside sales Commission Outside Sales Quota 62

Highspot

JANUARY 7, 2020

Take, for instance, the task of creating a play to help your account management (AM) team increase partner license sales. Answer: Account Management. Answer: Topic SME = Partner Marketing Manager. Audience SME = Partner Sales Manager. Enablement SME = Account Management Enablement Lead.

Account management 85

Account management Finance Strategize Contract 85

SaaStr

SEPTEMBER 19, 2022

Ten years ago, customer success was described in relation to other functions like support or account management. Annual contract value (ACV) builds companies, but net revenue retention sustains them. Hook Founder & CEO Firaas Rashid moderated the session. What is customer success, and how has it evolved?

Customers 96

Customers Construction Contract Relationship Management 96

Heinz Marketing

MAY 20, 2022

Account Management. Account Executives and/or BDRs. Takeaway #4— By focusing on higher frequency upsell opportunities, companies can increase their revenue from existing accounts by more than 40%. In this way, we know which levers we can potentially pull to drive more and larger expansion deals. Customer Marketing.

Cross-sell 100

Cross-sell Customers Growth Contract 100

Openview

MAY 29, 2019

Consider who in your organization will be point to collect responses and manage that process. I like to use a contracts and compliance manager for this critical responsibility. Enterprise customers tend to want these answers in writing, in their contracts, including credits for significant outages. Account Management.

Product 93

Product Customers Sell Contract 93

SalesLoft

JULY 10, 2023

Account managers and customer success teams need technology that: Makes adoption easy for the revenue team — customers aren’t upgrading a tool they aren’t using. Automates support workflows that promote customer retention with a trigger based on the contract end date. They have the potential to create enormous revenue.

Cross-sell 40

Cross-sell Technology Technology Account management 40

Search Engine Land

NOVEMBER 13, 2023

The solutions to client churn Client churn can be tackled from multiple angles, involving refined account management processes and strategic use of data-driven marketing techniques. This contract outlines services provided, performance targets, backup strategies, and contact hours.

Clients 104

Clients Objectives and Key Results Referrals Non-Profits 104

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

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 120

Objectives and Key Results Campaign Launch Strategize 120

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

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.

Negotiate 52

Negotiate Territory Contract Technique 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

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

JULY 24, 2020

Sign the Contract. Ensuring you have a contract in place before you start work sounds like such an obvious first step to successful onboarding that it’s not worth highlighting. However, you’d be amazed at how many companies rush to get started without waiting for a signed copy of the contract. Clearly, a contract is important.

Clients 52

Clients Contract Trust Meeting 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. Easier tracking of billable hours and human resource management.

Territory 81

Territory Contract Clients Follow-up 81

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. ” — Claire Gunter, Sr Partner Account Manager, Algolia. “Simplicity. In everything. In your messaging.

Closing 135

Closing Process Contract Price 135

Sales Hacker

MAY 31, 2021

Prospects can tell right away that you’re not just another robo-dialer, and while they’ll appreciate the clarity with which video helps you explain concepts and contracts, they’ll be deeply persuaded by the fact that you’re a living breathing person they can trust. Explain the contract. And every touchpoint is an opportunity to use it.

Quota 81

Quota Closing Legal Contract 81

Openview

JANUARY 14, 2019

Software that’s sold with a traditional license and maintenance contract is rapidly taking on dinosaur status. Because businesses need to renew contracts to ensure their long-term success, ongoing customer relationships are more important than ever. So someone needs to manage the account actively. One Salesperson or Two?

Contract 88

Contract Inside sales Customer Relationship Management Price 88