PandaDoc

APRIL 21, 2023

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. Let’s examine what strategic account management is and the best ways to approach it.

Account management 52

Account management Objectives and Key Results Strategize Legal 52

Highspot

MAY 3, 2024

What’s missing is a strategic approach that unites all your revenue-generating teams. It requires multiple teams including marketing, customer success, account management, and more to optimize the sales cycle and performance. It stores data on customer behaviors, touchpoints, and sales activities.

Cross-sell 93

Cross-sell GTM Technology Technology 93

Veloxy

FEBRUARY 22, 2023

It is also used in industries that involve large, complex, or customized products or services, as well as those that require a high level of customer relationship management. Field sales representatives are responsible for generating leads, prospecting potential customers, and closing sales deals in person.

Represent 130

Represent Objectives and Key Results Sales Inside sales 130

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. Here are several key solutions to consider: Solution 1: Strengthen client relationships Effective communication is paramount.

Clients 105

Clients Objectives and Key Results Referrals Non-Profits 105

Hubspot

AUGUST 24, 2023

Viva Sales integrates seamlessly with Salesforce CRM, allowing a centralized view of customer data and a holistic sales and customer relationship management approach. Mastering Strategic Account Management Human reps are crucial in strategic account management, especially for VIP clients or long-term partnerships.

Negotiate 57

Negotiate Objectives and Key Results Represent Trust 57

SBI

DECEMBER 4, 2019

The platform automatically creates a 360-degree view of sales rep and customer account activities using data from a variety of critical systems, including customer relationship management (CRM), marketing automation and other sources. Account Planning. Account Planning. Account Planning.

Quota 29

Quota Strategize Sales Customer Relationship Management 29

SaaStr

MARCH 15, 2019

After that experience, and my previous experiences, and that of my co-founders, we all came to appreciate the value and importance of, what we know to be CRM — customer relationship management. And if you do that for counts, and customers, and prospects, you’ll win.

Sales 40

Sales Up-sell Meeting Engineering 40