The 6 Critical Ingredients for the Best Account Plan Ever

Do your account plans help your teams meet their quotas or are they missing the mark? Without comprehensive, well thought out account plans, companies miss major revenue opportunities and risk losing some of their largest clients.  Sales organizations that apply a visual approach to their account planning process can immediately uncover new pipeline and expansion […]

8 Tips for Excellent Strategic Account Planning for 2023

Your strategic account planning process is integral to optimizing revenue in your largest accounts. In an interview we conducted with Forresters’ Vice President and Principal Analyst  of Sales Operations Strategies, Robert Muñoz, he shared the critical ingredients of effective account plans and how to drive results through living account plans. What is Strategic Account Planning? […]

A World Championship Winning Sales Playbook Guide

Sales playbooks are a critical component of sales success. It provides a roadmap for sales teams to follow, ensuring consistent and efficient sales processes and sales execution. In this blog, you’ll learn about the importance of sales playbooks, what they include, and how to create a sales playbook with a simple template. You’ll be given […]

How Much Revenue Are You Missing From Key Accounts?

Does Key Account Planning really move the needle? According to a CSO Insights study, companies that engage in effective ongoing key account planning have win rates nearly double that of companies without a formal process. Moreover, companies that use a solution designed specifically for account planning have an 11-point advantage over those using manual efforts […]

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