Key Account Management Software

Turn Account Strategy Into Account Growth

Connect your efforts to higher sales performance and improve how your team wins with the Salesforce account planning power-up.

    Why Customers Turn To Key Account Management Software Like Prolifiq

    B2B companies turn to tools like key account management software for a multitude of reasons. Account management strategy and needs have changed, plans are built in slide decks or spreadsheets and aren’t consistently updated to drive action, accountability, visibility and revenue. Here are the 3-4 most common challenges that implicate it’s time for a key account management tool:

    What:

    You’re building QBRs or account plans in slide decks, spreadsheets, One Notes, you name it. You’re duplicating information input between your CRM and other locations, and more often than not, the information becomes outdated, stale, and… in some cases isn’t easily accessible or visible to other team members. Handing off accounts from sales to support or transitioning accounts is a mess.

    Who:

    There aren’t visuals of the key stakeholders and buying path for a sales team. It’s difficult to tell who the internal supporters and champions are, where you’re single-threaded, and where you have gaps in your accounts or opportunities.

    Where:

    Uncovering white space and quick wins within customer accounts is a siloed, inconsistent process. There’s no clear-cut way for the team to understand where the best opportunities are, which stakeholders to engage, and the path to revenue in customer accounts.

    It’s easy to miss minor details that can be the difference in hitting a sales number or growing a key customer. Turn your CRM into a single source of truth that helps structure and organize everything that goes into selling a new customer and expanding that account.

     

    Maximize Sales Success with Key Account Management

    In today’s landscape, key account management software has become an indispensable tool for businesses looking to improve their account management processes. By streamlining workflows, providing actionable insights, and fostering collaboration, this software empowers businesses to nurture key accounts, drive growth, and deliver exceptional customer experiences. When choosing the best account management software for your business, consider factors such as integration capabilities, customization options, user-friendliness, security measures, and customer support.

    Protect Investments and Improve Accountability at the Same Time

    Account management software is designed to make certain tasks simpler and automate various aspects of account management. These software solutions can be used interchangeably with account planning tools and offer a wide range of features that empower sales and account management teams to get more out of their account management processes and drive better results. Some key features of account management software include:

      • Key Stakeholder Mapping: Account management software should offer the ability to visually and dynamically map out the individuals that your team has engaged over time, with a clear understanding of who is generally helping you with the initiative, who is more neutral, and where you might need to bring other resources in to help with blockers. How you document this will depend on your sales processes.

     

      • Whitespace analysis of customer accounts: Depending on the account management structure and sales team initiatives, understanding where there are opportunities to grow your most important accounts is a staple of any key account management tool. Having clear visuals of your clients, the stakeholders in different business units, and the current products or services that you need to work to replace are capabilities needed for a growing business.

     

      • Reporting and Analytics: Account management software generates comprehensive reports and analytics, offering valuable insights into key account performance, revenue trends, product usage and more account information. This could be reports or dashboards within your CRM as well.

     

    • Customer Relationship Management (CRM) Integration: Integration with existing CRM systems enables a seamless flow of customer data, allowing businesses to maintain a comprehensive view of their key accounts. Prolifiq’s tool has an integration with Slack that allows users to work out of Salesforce or Slack to update plans!

    Clean Up Sales Data and Streamline Processes

    Poor data hygiene and complicated and unclear processes are the bane of sales ops and enablement pros everywhere. With Prolifiq’s Salesforce upgrades, you can have one source of account data truth and make vital selling motions much easier to follow.

    Make Your Sellers More Productive and Efficient Than Ever

    By eliminating disparate systems and bringing sales motions back into Salesforce, sales enablement leaders can drive up productivity by as much as 25% through CRUSH and RELATIONSHIP MAP – and prove it to leadership.

    Customer Perspective

     

      • Personalization: Customers expect personalized interactions and tools that address their unique needs. Account management software facilitates this by providing a single source of customer data, enabling businesses to offer customized experiences.

     

      • Proactive Communication: Customers appreciate proactive communication from their key account managers. Account management software ensures that all customer interactions are tracked, enabling timely follow-ups and proactive engagement. This also helps teams get ahead of accounts that are having issues, with the ability to provide a more customized recommendation to help. Sales management and other GTM leaders should be in lockstep here.

     

      • Transparency and Accessibility: Customers value transparency in their account management processes. Account management software allows them to access relevant information, monitor progress, and track their account’s performance.

     

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