ARTICLEEssential Templates to Boss Your 2023 Marketing Planning We’re at a point in the year where many of us are actively focusing on our 2023 marketing planning. Yet, never before have we faced such seismically changing conditions - both looking at the historic contexts upon which to base our plans, and moving forward in terms […] The post Essential Templates to Boss Your 2023 Marketing Planning appeared first on .|
Pre-sale Planning: A Smarter Approach Account plans are often seen as time-consuming, cumbersome, and less valuable than other activities sales and business development teams could be focusing on. However, pre-sale planning positions your Business Development and Sales teams to engage target accounts in alignment with marketing strategically. A Proven Approach to Pre-Sale Account Planning After... The post Pre-sale Planning: Account Planning Use Cases appeared first on Prolifiq | Native Sales...| Prolifiq | Native Salesforce Sales Enablement
Account Planning Tips & Challenges For Saas and HLS Traditional account planning methods slow sales teams down. Relying on tools like Google Docs, PowerPoint, and spreadsheets creates inefficiencies that hurt productivity and deal execution. We’ve got a few account planning tips: Challenge Impact on Sales Teams Scattered, Offline Tools No real-time updates, leading to outdated... The post Why Traditional Account Planning Fails (and How to Fix It) appeared first on Prolifiq | Native Salesfor...| Prolifiq | Native Salesforce Sales Enablement
Effectively Handle Sales-to-CS Transitions As a Customer Success or Account Management professional, you’ve experienced the frustration of a messy sales-to-CS handoff. Disjointed information, unclear customer goals, and outdated static documents create unnecessary friction, making it harder to drive adoption and expansion. If you’re customer success planning still relies on PowerPoint templates or spreadsheets, you’re not... The post Customer Success & Account Planning In 2025 appeared ...| Prolifiq | Native Salesforce Sales Enablement
This account plan workshop covered different elements of account planning. Ranging from account research, stakeholder mapping, and whitespace.| Prolifiq | Native Salesforce Sales Enablement
Discover Stakeholder Mapping through the lens of our case study and grow your key accounts with Digital Account Planning Tools.| DemandFarm
Leveraging AI In Pre-Sales and Post-Sales Processes Account research has historically been cumbersome, taking hours to find the different details you need to make a strong pitch to your target accounts. AI is being used across every function now, but the pre-sale process is a terrific place to bring AI into your process and workflow.... The post AI in Account Planning & Opportunity Management appeared first on Prolifiq | Native Salesforce Sales Enablement.| Prolifiq | Native Salesforce Sales Enablement
Salesforce Account Plans – Using Your CRM To Drive Strategy Most teams that manage more complex accounts or sales cycles take information from the CRM, build out elaborate QBRs or “account plans”, and then let them sit idly. The account planning process is different for every rep and every team. When an account plan is... The post Salesforce Account Plans In 2025 appeared first on Prolifiq | Native Salesforce Sales Enablement.| Prolifiq | Native Salesforce Sales Enablement
KAM Technology & Use Cases in 2025 KAM technology plays a crucial role in supporting these best practices by providing powerful tools and features that streamline and enhance key account management processes. With kam techology , you can: Centralize Account Information: Make sure the critical information about an account is clean and in one place.... The post KAM Technology – Growing Key Accounts In 2025 appeared first on Prolifiq | Native Salesforce Sales Enablement.| Prolifiq | Native Salesforce Sales Enablement
Learn what is account planning. Know the purpose & challenges of account planning. How to leverage account planning to grow revenue in 2023?| DemandFarm
Discover the essential features of a good account planning tool, why it is a strategic business investment, and book a demo with us today.| DemandFarm
Simple Account Planning Template for Account Managers. Create your own Account Planning Template in 8 easy steps to win the game.| DemandFarm
Prolifiq CRUSH is an account planning tool that allows users to account plan and visualize stakeholder relationships inside of Salesforce.| Prolifiq | Native Salesforce Sales Enablement
Quick Scoop: People.ai, a provider of revenue intelligence, released AccountGPT, an AI-driven enhancement to its account planning application. This new feature seeks to help go-to-market (GTM) teams streamline the creation of strategic account plans by removing menial tasks and manual data entry. AccountGPT utilizes generative AI and large language models to auto-complete sections of account plans — such […]| ABM In Action