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. Back End Administration. Automatizer.

Account management 98

Account management CRM Pipeline Territory 98

Veloxy

JUNE 15, 2023

Short Summary Outside sales is a process that involves traveling to meet potential customers and build relationships. Key factors driving outside sales growth include personalized customer service, increased competition, and digital technologies & tools.

Outside Sales 264

Outside Sales Objectives and Key Results Negotiate Territory 264

Martech

APRIL 11, 2025

Were hearing a lot from these larger up-market customers within the SMB that theyre feeling just as overwhelmed with all of these changes, Angela DeFranco, VP and general manager of product for Marketing Hub, told MarTech. However, AI can also help provide relief by eliminating busy work and automating routine processes.

Territory 92

Territory Government Account management Contact 92

Partners in Excellence

AUGUST 14, 2014

I called customer service, got a very good agent. Unfortunately, the answers she was giving me weren’t satisfactory so I asked if I could speak to a manager. So while they had designed a process that was very efficient and effective for them, it was unworkable for me–the customer.

Customers 108

Customers Territory Strategize Inside sales 108

Sales Hacker

AUGUST 7, 2020

Customer Success. Regional Vice President of Sales. Regional Vice President of Sales. Sales Manager. Regional Vice President of Sales. Regional Vice President, Commercial Sales. Regional Vice President. Head of Customer Experience. Managing Partner. Chief Customer Officer.

Territory 131

Territory Presentation Strategic partnership Inside sales 131

Sales Pop!

JUNE 13, 2022

In reality, a company needs to implement an overall solution, not one for account management, then another for reporting, yet another for outbound calling, and yet another for something else. No, in addition to sales automation, Pipeliner addresses project management, key account management, activity management, and much more.

Pipeline 244

Pipeline CRM Angle Sales 244

Partners in Excellence

AUGUST 30, 2022

As sellers, our job is to find or initiate new opportunities with customers in our territory. It may be with existing customers, helping them grow and expanding our relationship, it may be finding new “logos,” to expand our coverage in the territory. Account based selling is no different.

Sell 129

Sell Territory Cross-sell Referrals 129

Partners in Excellence

APRIL 18, 2014

.” It could be an account, collection of accounts, industry segment, or geographic territory. It’s up to us to maximize the results produced in that territory. Yes, our companies give us quotas and goals, but like great entrepreneurs, we really want to maximize our penetration, share, growth in the territory.

Territory 121

Territory Account management Quota Strategize 121

Salesforce

OCTOBER 22, 2024

Pioneered in the 1990s by Jack Napoli, the MEDDIC framework transforms teams into sales powerhouses by delving deep into the elements of the customer buying experience. And by the end, you’ll know more about your customer than you have before. Learn more What is the MEDDIC sales process? Let’s start with what MEDDIC means.

E-commerce 87

E-commerce Territory Pitch Sales 87

Martech

FEBRUARY 24, 2025

Suppose you can isolate rejections by region: Is the issue coming from a specific area? If yes, the answer may be that requirements were changed for this deliverable type in this region and not communicated to the department. This will help guide your customers and streamline your data. Intake is where account managers shine.

X-functional 68

X-functional Territory Account management Strategize 68

Sales Pop!

NOVEMBER 18, 2021

The main goal is to get their contact information to keep in touch and turn interested visitors into loyal customers. In this article, we will take a look at the features of both paid and free lead generation tools that will help increase the conversion rate of website visitors into potential customers. Lead Capture Tools. LeadGibbon.

Lead generation 246

Lead generation A/B testing Referrals CRM 246

Partners in Excellence

AUGUST 25, 2014

We talk a lot about account planning, particularly if our “territory” is one or a few large accounts. Generally, we wrap a lot of nice words around the reasons we do account planning: Develop deep and trusted relationships in the account. Grow the account. Become a strategic partner.

Territory 119

Territory Cross-sell Strategize Account management 119

Salesforce

APRIL 2, 2025

When you enable product-led sales and incorporate this approach into your sales strategy guide , companies can acquire customers by letting the product or service drive engagement. This shifts the sales focus from persuasion to value demonstration, making the process more customer-centric.

Product 86

Product Territory Sales Price 86

Veloxy

JUNE 23, 2021

When we talk about outside sales, we’re referring to a team that goes out on sales calls to sell regionally and at conferences, events, and so on. If your product or service is a high priced solution that includes customization, then outside sales will work perfectly. 3: Account Managers. Why Start with Inside Sales? .

Inside sales 232

Inside sales CRM Sales Pipeline 232

Partners in Excellence

MARCH 18, 2015

These same experts say sales people must engage socially, whether through blogging, social engagement, or whatever mechanisms, developing and demonstrating their thought leadership to prospects, customers and markets. I’ve wondered why a sales person with a Small and Medium Business Territory in St. No related posts.

Territory 113

Territory Trust Account management Referrals 113

A Sales Guy

NOVEMBER 27, 2013

Your existing customer base is gold, right? We’ve all heard it before, the cost of acquiring a new customer far out weighs keeping an existing one. Companies don’t want to manage expensive hardware infrastructures, deal with complicated software rollouts, upgrades and more. This is even more true in the SaaS world.

Customers 114

Customers Territory Up-sell Clients 114

Partners in Excellence

JULY 8, 2013

The way customers buy is changing, the complexities of our own products and solutions, the broad range of people involved in the customer buying process mandates a different approach to selling and careful reconsideration of how we define the role of account and territory managers.

Territory 116

Territory Account management Cross-sell Sales 116

Partners in Excellence

OCTOBER 25, 2016

To be honest, I’m stunned with some of the thinking about growing account based businesses. Keeping the customer, if you have a subscription type of offering, getting the renewal. Wrapped around this is some notion of upsell/cross sell, “Can we expand the relationship with the current customer (individuals)?”

Territory 99

Territory Account management Cross-sell Retail 99

Sales Hacker

DECEMBER 9, 2022

Combine predictive scoring with historical insights to gain a better understanding of your customers. Often, we’ll prioritize using account segmentation and scoring rules. Often, we’ll prioritize using account segmentation and scoring rules. Related: The New Growth Formula: Customer Success + Predictive Sales.

Territory 120

Territory Quota Strategic planning Sales 120

InsightSquared

MAY 15, 2019

Account Manager. The responsibilities range from daily support of sales to developing the territories for regions of the world. Implementing the processes on the front line and keeping everyone accountable is the focus here. Order processing is like spying on both the customer and the company at the same time.

Territory 110

Territory Sales Finance CRM 110

Partners in Excellence

OCTOBER 12, 2021

Most of their performance was driven by recurring revenue from existing customers. When we looked at new customer acquisition and expansion within accounts, there was virtually none. We sellers are responsible for executing the company growth strategies with our markets and customers. Making the number is insufficient.

Territory 138

Territory Quota Growth Account management 138

PandaDoc

MAY 2, 2025

Customers notice when your proposals feel cobbled together. And unless you establish a system to manage them, theyll start to erode both customer trust and internal efficiency. Use Workspaces to organize content by region, product, or sales team. But the impact goes deeper than just extra rounds of review.

Legal 52

Legal Territory Contract Price 52

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).

Territory 101

Territory Commission Outside Sales Account management 101

Veloxy

AUGUST 17, 2022

Other tools are more specialized, such as gamification, customer experience management, and lead prioritization. Then, you can automatically track your customers’ email engagement to better prioritize leads. One of the coolest features of ZoomInfo is how you can customize their data enrichment workflows. source of image.

Appointment 147

Appointment Territory Cross-sell Contract 147

Partners in Excellence

NOVEMBER 1, 2013

Tamara makes a tremendous point that seems to be too often lost on managers and sales people alike. Everywhere I go, we may be talking about opportunity planning/deal strategies, call planning, account/territory planning, even pipeline management; I see two parallel things at play: Managers are concerned about the completion of the plan!

Territory 117

Territory Pitch Account management Pipeline 117

Salesforce

NOVEMBER 15, 2024

Here are a few of the most common paths SDRs may take: Account Executive: As the most popular next step in an SDR’s sales career, an Account Executive is responsible for building and maintaining relationships with clients to drive sales and achieve revenue targets.

Tradeshows 52

Tradeshows Drivers/motivators Territory Negotiate 52

Partners in Excellence

DECEMBER 20, 2016

Recently, Don Mulhern and I were have a discussion about misunderstandings–consequently lost opportunities in prospecting, new account development, account growth. If you are focused on new logos, you assess your territory, finding all the customers in your territory that have the problems your solutions solve.

Territory 61

Territory Cross-sell Prospecting Account management 61

Partners in Excellence

MAY 30, 2017

Hunters do it in a territory, maximizing their share of territory. Farmers do it in a territory, maximizing their share of territory. The are generating net new revenue from their territories. A hunter’s territory may be defined as a city, region, country, or industry. No Room For Farmers!

Territory 67

Territory Cross-sell Account management Prospecting 67

Partners in Excellence

JANUARY 28, 2014

Deals are opportunities to help the customer change. They’re all about helping the customer identify a problem or opportunity, creating a compelling desire to change, define what they want to achieve, evaluate alternatives, make a decision, implement, move forward. An account or territory plan is not a deal!

Territory 105

Territory Account management Pipeline Represent 105

Partners in Excellence

DECEMBER 1, 2020

It will vary based on where the customer is in their buying process. What maximizes the success of a Global Account Manager in hunting in her account will be different from that which is most effective for territory managers. It will vary based on the roles/personas we are calling on.

Territory 93

Territory Account management Sales Up-sell 93

Partners in Excellence

JULY 1, 2014

Often, it’s managers saying, “My team isn’t doing what they need to be doing,” or “This one person isn’t really cutting it.” Do you have strong deal strategies aligned with your customers’ buying processes? Do you create value in each interaction with the customer?

Territory 97

Territory Account management Pipeline Represent 97

Partners in Excellence

SEPTEMBER 26, 2012

As sales roles become increasingly complex, with differing roles in the organization–account managers, territory managers, product specialists, pre-sales specialist, business development executives, and so forth, a sales competence framework helps identify different skill and capability levels for each role. .

Territory 114

Territory Quota Sales Drivers/motivators 114

Understanding the Sales Force

SEPTEMBER 11, 2023

Whether that’s in a territory, over the phone or by Zoom or Teams is less important than not having to drive to an office. As a general rule, the more difficult the role (set in customizations), the lower the recommendation rate. Compensation – Another big differentiator is comp. If your On.

Territory 84

Territory Account management Sales Clients 84

Partners in Excellence

OCTOBER 20, 2011

This week we’ll focus on a metric critical to major, global or key account managers. For those of you with broad territories and dozens to hundreds of customers, this metric is probably of secondary importance. The account plan’s goal is to identify new opportunities.

Territory 104

Territory Cross-sell Negotiate Account management 104

Partners in Excellence

SEPTEMBER 18, 2014

They may be to dos and follow ups related to an opportunity, questions your customer might have, projects you are working on. Since all of these can be associated with the opportunities, accounts, customers, questions, as you think about the context of the to dos, it’s all right in the system for you to refer to.

CRM 114

CRM Territory Pipeline Account management 114

SaaStr

JANUARY 31, 2022

Having learned from thousands of customers and prospects, Sarah Lash, Envoy’s head of enterprise sales, will talk about what it takes to guide and scale enterprise sales programs during an uncertain future. You need to have the people already in place when you’re looking to hire for senior account management.

Territory 98

Territory Cross-sell Quota Networking 98

Hubspot

JUNE 8, 2021

They conduct research to find prospective customers, reach out to gauge people's interest in the offering, and decide whether or not the lead is ready to move down the funnel. It's important for this role to educate prospects and follow up once a sale is closed to maintain customer satisfaction and encourage repeat buyers.

Commission 94

Commission Territory Finance Inside sales 94