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The last 24 months have shown that robust account planning can make or break a sales organization. You better believe that 2022 will drive that lesson home. As large teams that use Salesforce start the new year, account planning has gone from nice to critical. Best practices sometimes seem like...
Want a sure thing to improve your sales performance sevenfold? Follow account planning best practices. I’ve seen our customer data that proves account planning works. Industry leaders report an average sevenfold increase in win rate when they follow account planning best practices. In addition to higher win rates, with account planning best practices...
You’re saying it wrong. Whether you call it Account Planning, Key Account Management, or Strategic Account Planning, there is a simpler term that’s been around for ages: customer service. Don’t get distracted by the many available account planning tools (Altify, Revegy, Demand Farm, Prolifiq, or even ForecastEra’s Account Plan Navigator,...
RESTON, VA – 4/28/21 ForecastEra’s Account Plan Navigator, recognized by Gartner as one of only two account planning apps native to Salesforce, just got a major AI overhaul. As before, Salesforce enterprise users deploy ForecastEra’s Account Plan Navigator to scale up account planning best practices across their entire sales organization....
Implementing a new CRM seems like a daunting task, especially if your sales team is resistant to change. However, a good CRM can be the driver of a consistent sales process. Consistency is key when it comes to sales forecasting. Good leaders know the importance of defining, managing and executing...
