The Latest ( Account Planning )

Account Planning

2023 Guide To White Space Analysis

The Keys To Growing Your Key Accounts Understanding where there is an opportunity to grab additional revenue from your customers is a priority for every GTM today and is also referred to as a white space analysis. To generate revenue, companies need to have a good understanding of their customers and the market they operate…

Account Planning

B2B Cross Selling Strategies

Cross Selling Strategies Two strategies to drive revenue in the world of B2B sales and operations are cross selling and upselling. While they are often used interchangeably, they are two distinct strategies. Cross-selling is the process of offering additional products or services to existing customers that are related to what they have already purchased while…

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 Is your sales team building plans in slide decks, or spreadsheets, or storing key information about your stakeholders and accounts that isn’t easy to find? Do deals crumble when your champions leave? Do accounts churn when 1-2 main supporters move on? Whether it’s improving retention rates, growing your…

Account Planning

Account Planning Template

Account Planning Template for B2B Sales Teams You can steal the key account plan template we use with customers below. We’ll cover each part including: Business Overview Objectives & goals Relationship Mapping White Space (Expansion) Action Introduction: What is Account Planning? Strategic Account Planning is a strategic process sales teams use to increase the likelihood…

Account Planning

Why Key Account Management Should Be a Priority

Introduction It’s the week after Valentine’s Day, when many of us took our partner or someone special to us out for a nice dinner. Living in Chicago, we like to constantly try new restaurants to find new favorites. It dawned on me the striking simplicity parallel to B2B selling. If you want customers to renew,…