Stakeholder analysis helps sales teams identify who to engage, how to engage them and penetrate the account based on interests and objectives| Prolifiq | Native Salesforce Sales Enablement
Mapping complex accounts starts with who you sell into. It's a story based on engagement and interactions as relationships evolve.| Prolifiq | Native Salesforce Sales Enablement
Relationship Map is a tool that maps out contacts inside of Salesforce, helping reps get multi-threaded and strategic in complex accounts.| Prolifiq | Native Salesforce Sales Enablement
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a few account planning tips: Challenge Impact on Sales Teams Scattered, Offline Tools No real-time updates, leading to outdated...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 Disjointed information, unclear customer goals, and outdated static documents create unnecessary friction, making it harder to drive adoption and expansion.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
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
MEDDIC & Opportunity Planning Help Sales Teams Turn Leads Into Revenue Q4 here is here, getting wider and deeper into the accounts you’re working to close is table stakes. Who are the economic buyers? Who will help implement your solution? What does the legal process look like, or what are the decision criteria for identifying... The post Meddic Sales Methodology: How To Use it During Your Opportunity Planning 2025 appeared first on Prolifiq | Native Salesforce Sales Enablement.| Prolifiq | Native Salesforce Sales Enablement
Key Stakeholders Welcome to the ultimate guide on stakeholder mapping, an indispensable strategy in the toolkit of every successful project manager, product manager, and business analyst. This post will explain how to map different stakeholder groups and how to brainstorm ways to do this with or without Prolifiq. What is Stakeholder Mapping? Stakeholder... The post How To Do Stakeholder Mapping in 2024 appeared first on Prolifiq | Native Salesforce Sales Enablement.| Prolifiq | Native Salesforce Sales Enablement
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