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Account Planning

Account Growth Strategy

Account Planning Growth Strategy For businesses looking to grow their revenue and achieve their goals, an effective account growth strategy is essential. This strategy involves developing a comprehensive plan to manage and grow the customer accounts that are critical to the business’s success. You can do this through account planning. To scale an account growth…

Account Planning

Sales Qualified Lead

Figuring Out Your Funnel As a sales manager or director, one of your key responsibilities is to ensure that your sales team is spending most of their time on the qualified lead or leads they get. With limited time and resources, it’s important to focus on the leads that are most likely to close and…

Account Planning

Account Planning Best Practices

Account Planning Best Practices Sales account planning is a critical aspect of any business that seeks to manage its customers effectively and generate more revenue. An action plan that outlines the sales account planning process is crucial for any company that wants to succeed. Mostly in growing and closing large enterprise accounts. The goal of…

Account Planning

Best Account Planning Tools

Account Planning Tools For B2B Sales Teams   B2B companies turn to account planning tools for a multitude of reasons. Visualizing key stakeholders, the buying path, and which accounts are single-threaded is slowing sales cycles and causing deals to push Plans are built in slide decks, spreadsheets, or other places and driving duplicate efforts and…

Account Planning

Account Planning Template

Account Plan Template for B2B Sales Teams An account planning template provides guardrails for driving a clean and consistent process. We’ll cover each part including: Business Overview Objectives & goals Relationship Mapping White Space (Expansion) Introduction: Strategic Account Plan Strategic Account Planning is a strategic process sales teams use to increase the likelihood of winning,…

Sales Enablement

CRM Adoption: A Crash Course

There is a certain tool that just about every B2B business leverages in the modern selling world. That tool is the CRM. For those that don’t know, CRM stands for customer relationship management. It is a software tool that enables a business to input records of specific conversations with specific stakeholders at specific accounts. CRM…

Sales Enablement

Sales Efficiency – 5 Ways To Improve It

Introduction It’s safe to assume almost everyone has heard of the phrase “work smarter, not harder” before. As with most valuable lessons in life, this is easier said than done. The daily struggle to be as efficient as possible. In B2B sales, sales efficiency is crucial if you’re looking to stand out amongst other sales…

Sales Enablement

Sales Metrics

I. An Introduction to Sales Metrics In the musical How to Succeed in Business Without Really Trying, the protagonist quits his job and follows the advice of a magical book. The book shows him shortcuts on how to climb up the corporate ladder and ultimately gets him to a position of leadership within the organization….