Salesforce

NOVEMBER 15, 2024

They identify potential customers, present product or service offerings, negotiate contracts, and ensure customer satisfaction. Account Management: An Account Manager is responsible for nurturing and managing relationships with existing clients to ensure their satisfaction and maximize revenue opportunities.

Tradeshows 52

Tradeshows Drivers/motivators Territory Negotiate 52

Heinz Marketing

MAY 20, 2022

While the idea of customer success as a profit center is not new, it is regaining momentum and overtaking new logo acquisition as the main strategy for B2B revenue growth. Account Management. Account Executives and/or BDRs. By Lauren Bensussen , Senior Marketing Consultant at Heinz Marketing. Customer Marketing.

Cross-sell 115

Cross-sell Customers Growth Contract 115

Sales Hacker

APRIL 6, 2022

Let’s take a closer look at each word: Configure: Configuration of products and services ensures that what you provide is actually available, meets the buyer’s needs and specifications, and can be delivered according to the agreed-upon contract terms. What are the main differences between old CPQ software and new CPQ solutions?

Cross-sell 107

Cross-sell Contract Price Finance 107

Hubspot

FEBRUARY 7, 2018

Personality: You’ll be miserable if you dislike the main activities of your role. 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.

Territory 101

Territory Commission Outside Sales Account management 101

Hubspot

OCTOBER 16, 2017

Increase average contract length. Acquire “seed” accounts. Manage deal flow. The more support you expect reps to give customers (such as implementation help, account management, etc.), You can pay: when the customer signs the contract. Here are some common ones: Primary goals: Grow revenue. Lower expenses.

Commission 101

Commission Quota X-functional Non-Profits 101

Sales Hacker

FEBRUARY 14, 2022

Retained CSMs for Enterprise, allowing them to have more strategic conversations about account management, while still giving them access to day-to-day support. This makes sense as there are fewer elements to consider and the contracts are easier to sign. These are conversation, discovery, validation, contract, and signature.

Legal 104

Legal Cold Call Inside sales Contract 104

Hubspot

MAY 27, 2020

According to customer reviews, buyers appreciate the pipeline, task, quote, and contract management tools. While they excel at pipeline management, Pipedrive isn't rated as highly at contact and account management, or marketing automation and support tools. Pipedrive. Less Annoying CRM.

Process 92

Process CRM Pipeline Price 92

Hubspot

APRIL 17, 2013

Think about it: A new client would come on board having never met me or some of the key players on the team, but rarely if ever would the client ask to talk to any of us before signing a contract. Despite this, I''d be their main point of contact, their consultant, and managing the team that''s getting their work done.

Contract 78

Contract Trust Clients Consult 78

Salesforce

MAY 12, 2025

It does this by accounting for three components: Expansion revenue: Revenue gained through upselling or cross-selling to existing customers. Contraction revenue: Revenue lost due to existing customers’ downgrades or reduced usage. NRR measures the revenue a company captures by both retaining and growing its existing customers.

Cross-sell 59

Cross-sell Territory Finance Contract 59

SaaStr

APRIL 30, 2022

If you don’t have the time to watch the whole session, here are the main metrics you should be mindful of. So we’re gonna have a very quick look, and I’m going to kind of speed through the main metrics. And the main levers SaaS companies can play with. MRR, obviously. Or maybe ARR, depending on your model.

Price 98

Price Launch X-functional Contract 98

Sales Hacker

OCTOBER 16, 2019

For several years, I ran account management at a marketing agency — a business model infamous for mismatched expectations and subjective quality of delivery. There are three main reasons. A perfect sales-to-service handoff has five main stages: Pre-Sale. This will include: The contract value. Internal Handoff.

Service 60

Service Process Contract Sales 60

Hubspot

NOVEMBER 7, 2023

Let's take a look at those main culprits and what you can say instead. You’d ask the buyer, “Are you interested in having an account manager? I’ll send over the contract right now for you to review and sign.” Technically, there’s nothing wrong with asking the buyer to sign a contract when the negotiation is complete.

Negotiate 74

Negotiate Contract Price Quota 74

Search Engine Land

JUNE 11, 2024

Two main factors influence impression share: budget and ad rank. If you’re selling higher-priced services (like a marketing agency), it considers average contract size and average length. Let’s illustrate this using that sock example I mentioned: A company that sells socks sets up a Google Ads account and sells socks for $10/pair.

CTR 75

CTR Click Through Rate Campaign Up-sell 75

Search Engine Land

FEBRUARY 15, 2024

While not being locked into a contract can be a nice thing for clients, it’s important to understand there is a time frame in which to achieve results. Google Search Central Here’s a list of things to watch out for when hiring an SEO: Any company stressing links as the main selling point of their SEO strategy. These are usually fine.

Consult 116

Consult Clients Engineering Technique 116

Sales Hacker

APRIL 21, 2022

This was all in an effort to increase our average contract value (ACV). Dedicated Customer Account Manager. But every enterprise contract eventually requires buy-in from leadership. The main limiting factor will be budget. The Lattice Story. At the time, we had zero revenue. Examples include: SSO and SCIM.

Cross-sell 102

Cross-sell Legal Contract Price 102

Hubspot

APRIL 29, 2024

Availability, access to inventory, payment terms, purchasing method (invoice or credit card), contract length, and legal terms can all help determine the price. When a prospect jumps to price right away, it behooves the inbound salesperson to dig in and figure out what that means. How do you pay for your goods?

Sell 74

Sell Objectives and Key Results Consult Price 74

Hubspot

MAY 5, 2025

says Stephen Findley , enterprise account management at Qwilr , an interactive proposal creation platform. An upfront contract is great for setting expectations and managing the time you have, but I think theres a balance to making this feel natural and unobtrusive, says Findley. Did I get that right?

Objectives and Key Results 74

Objectives and Key Results Pitch Trust Follow-up 74

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

Salesmate

OCTOBER 26, 2021

Since hunters are highly optimistic, they tend to reach out to every prospect with determination and are able to manage multiple leads in quick succession. The main difference between the hunter and farmer sales personas i s how they spend their time and what kind of sales activities they focus on. Explore Salesmate Contact Management.

Sales 52

Sales Represent Angle Account management 52

Hubspot

JULY 10, 2019

Customers like (if not prefer) to work with account managers and salespeople. Customers make purchases for long-term solutions, resulting in a longer sales cycle, longer contracts, and longer relationships with companies. Customers want to be educated (which is where B2B content marketing comes in). Purchase Process.

B2B 101

B2B B2C E-commerce Entertainment 101

Hubspot

NOVEMBER 28, 2022

Its main capability is lead segmentation based on territory, industry type, or source. Bitrix24 also provides marketing and social media management tools that can help you interact with customers and leads. Key features: Intelligent routing makes sure leads match the right account managers. PowerRouter. Leadfeeder.

Territory 90

Territory Price CRM Lead generation 90

Gong.io

NOVEMBER 7, 2022

One of the main distinctions of a complex sale is you have to convince multiple stakeholders. If you’re a software company selling accounting solutions, for instance, you’ll likely need to get approval from the company’s accounting manager and chief financial officer (CFO). More decision-makers are involved.

B2C 62

B2C Sales Prospecting Closing 62

PandaDoc

APRIL 3, 2023

In it, you can also add information about all the proposals , quotes , and contracts your salespeople should use. Call play In this play, you should include call scripts for your reps to follow and include information on the main messages they should communicate.

Objectives and Key Results 52

Objectives and Key Results Negotiate Contract Represent 52

Cience

JANUARY 6, 2020

time to market, number of resources, contract lengths). The main drawback of platforms is that they update data once in 3-6 months. Self-centric campaigns – when the main emphasis is on the seller, not the buyer. type":"text","options":false},{"title":"How are accounts managed?","type":"text","options":false},{"title":"What

Lead generation 89

Lead generation B2B Appointment Networking 89

Heinz Marketing

OCTOBER 22, 2018

We were looking at our renewal contracts at the same time for CRM and marketing automation, so our timing is really good. I would also say that we did a good job of really structuring the contract and did a three year deal, for example, and that help lock in terms and so on, but that’s something that I think is a big blocker.

Pipeline 68

Pipeline Sales Campaign Presentation 68

SaaStr

JULY 24, 2019

We have a license-based model, and we’ve built into the product that our customers can add additional licenses as needed, as they go, in a way that is co-terminus with their contract. That really helps to reduce purchase friction and allow the CSM to grow the account without working on contracts.

X-functional 62

X-functional Engineering Clients Start-ups 62

PandaDoc

APRIL 25, 2023

We’ve looked at the main things a business needs and what it will take into account when choosing a new CRM system for their organization. The main two extra features included at this level are pipeline management and forecast management. Only offers annual contracts with no opportunity for early termination.

CRM 52

CRM Sales Pipeline Appointment 52

SalesHandy

JULY 12, 2022

The main problems your potential clients could be facing would be, disorganization of their hiring activities, no proper record keeping, and wasting a lot of time doing extra paperwork. Quantitative data is derived from collecting information through Sales Development Representatives (SDRs), internal stakeholders, and account managers.

Customers 59

Customers Cross-sell Represent Up-sell 59

Hubspot

OCTOBER 8, 2019

Best for: Electronic document management. Conga was designed to simplify your sales team’s digital footprint by streamlining how you manage your documents, contracts, and eSignatures. Best for: Account management. Groove is designed to support account-based sales teams as they scale and grow.

Price 76

Price Contact CRM Sales 76

Sales Hacker

APRIL 21, 2020

We’re seeing some impacts on the software side as well, although we do have the benefit of long term contracts with our customers and we’re working with them to make sure that they’re successful with their current events programs. Tactically speaking, we’re diving into things like account management.

Manufacturing 80

Manufacturing Start-ups Clients Contract 80

PandaDoc

OCTOBER 26, 2021

Our main sources were SaaS review websites that already analyzed these tools in great depth, with a particular focus on features, performance, ease of use, and functionality. Pipedrive is a deal-driven CRM system that can also be used for account management and various other business management purposes. Ease of use: 5/5.

CRM 52

CRM E-commerce Price Customer Relationship Management 52

SaaStr

MAY 28, 2019

And then through our partners and our ecosystem, through folks that we know and through our account managers, then we also identify evangelists within organizations. And then people can apply for it and we can review and people that are not even known to us or to our partners.

Product 90

Product Start-ups B2C Growth 90

Sales Pop!

MAY 20, 2023

One of my core principles is that a good sales contract, at the end of the day, hurts both sides just a little bit—not too much on one side or the other, but just a little bit on both. Account Management I do understand that when you have a lot of customers, you may need to hand one over to someone in the care of support.

Appointment 246

Appointment Education Sales Contact 246

SaaStr

FEBRUARY 28, 2021

At the end of the day, I think there are two main considerations: Understand that you can make 3-20x the revenues on a given enterprise customer with a solution sale vs. a tool. You may need Account Managers and a dedicated Professional Services team and sophisticated Customer Success Managers. At least for now.

Product 120

Product Contract Sales Price 120

Hubspot

FEBRUARY 11, 2019

Since you have experience in sales development and account management at early-stage sales companies, you might decide to offer this service to tech startups. There are three main advantages to having a co-founder. Many people start successful businesses after noticing a gap in the market. Other suggestions. Find a co-founder.

Minimum Viable Product 101

Minimum Viable Product Legal X-functional Networking 101

SaaStr

AUGUST 15, 2020

Jay Snyder: I think the thing we’re doing Nick, to be able to force that is we’re getting a little bit more intelligent around account management. We love Main Street. From contract signature to launch. ” Loren Padelford: And so I’d applied for contracts. I have a one year contract.

Retail 105

Retail Start-ups Drivers/motivators Up-sell 105

Sales Hacker

AUGUST 18, 2023

The sales motion may also look more like a Land and Expand which also requires a bit of diff skillset (although could have an account management team on that). There are two main challenges that I see; 1. AE’s need to be experienced with more complex selling (more stakeholders, longer sales cycles, etc).

GTM 85

GTM Up-sell Price Start-ups 85