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Account Planning

3 Tips for Account Planning in Salesforce

The Myth of Account Planning Most people relate account planning to something like a quarterly business review (QBR), where sellers and leaders will give an in-depth presentation on the state of their top accounts. It’s typically very comprehensive and requires heavy lifting on the end of the account owner (whether that be an Account Executive…

Account Planning

How Slack Changes Account Planning

When Samuel B. Morse sent his first message over the new-fangled telegraph on the auspicious day of May 24, 1844, it must’ve seemed like magic. That first message – “What hath God wrought!” – would open the door to a revolution in communication. That same revolution is still going strong. It continues in today’s apps,…

Account Planning

3 Ways to Grow Your Existing Accounts Today

One of the greatest, history-changing advancements in civilization – really, the advancement that made civilization possible – was when hunter-gatherers started settling down and growing crops. Instead of always hunting down or scrounging for that next meal, they could get bountiful harvests from their farms. Thousands of years later, sales reps with a constant eye…

Account Planning

Account Planning Tips to Help You Beat Competition

Ever hear the saying, “Fail to plan, plan to fail?” It’s paraphrased from Benjamin Franklin, who, among other things, helped put together the strategy that led the colonials to victory in the American Revolution.  B2B selling isn’t fighting a war of liberation from a tyrannical king in a powdered wig, but it can feel like…

Account Planning

Prolifiq Launches Crush-for-Slack Connector Powered by Centro

Partnership enhances the rollout of account planning and bringing strategic account execution to life with seamless collaboration through Slack and Salesforce Beaverton, OR, January 6th, 2022    Prolifiq Software Inc., a leader in sales enablement and revenue optimization technology, has partnered with Centro to enhance how account planning is executed through Slack, Prolifiq CRUSH and…

Account Planning

How to Identify Your Top Accounts to Upsell in Q1

A bird in the hand is worth two in the bush. In sales, though, a bird in the hand can be worth way more than that – because after all, growing a current account is a lot easier and more efficient than landing a new one.  If you can identify just one possible upsell opportunity…

Account Planning

3 Tips on Opportunity Planning

Fail to plan, plan to fail. That saying doesn’t just apply to trekking through the wilderness or leading a military campaign; it applies to sales – specifically, what steps in opportunity planning that you’re taking. If you’re not familiar, opportunity planning is what top sales reps do to strategize how they’ll find, qualify, pursue, and…

Account Planning

What Is Opportunity Planning?

In sales, opportunities don’t just fall from the sky.  It’d be great if they did. You wouldn’t even need an umbrella, just a big bank account. But real life has a nasty habit of being harder than we want it to be. If you want opportunities, you have to build a plan to get them….