Account Management

Strengthen customer relationships, expand existing accounts, and drive retention with strategic account management tactics.

Articles

Discover articles that help GTM and RevOps teams improve pipeline, process, and execution.

The Renewal Revolution: Revenue Protection is a Team Sport
Article

The Renewal Revolution: Revenue Protection is a Team Sport

Customer success leaders share how AI and cross-functional alignment are revolutionizing renewal strategies.
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Account Planning: Defining a Sales Account Plan Strategy
Article

Account Planning: Defining a Sales Account Plan Strategy

Boost retention and value by uncovering needs and building relationships through effective sales account planning.
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Relationship Management: Definition and Guide
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Relationship Management: Definition and Guide

CRM systems track customers and interactions. Explore our guide to relationship management.
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People.ai Announces New Account Planning Capabilities
Article

People.ai Announces New Account Planning Capabilities

Enhance account management with People.ai's tools. Nearly 70% of sales leaders miss targets due to ineffective planning and clunky technology.
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15 Questions For Building Rapport With Customers
Article

15 Questions For Building Rapport With Customers

Building rapport is key to strong customer relationships. Explore examples, tips, and why rapport-building questions work.
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What is Incentive Compensation? 10 Strategies From Sales Orgs
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What is Incentive Compensation? 10 Strategies From Sales Orgs

Incentive comp drives sales teams to meet goals. Discover 10 proven strategies from real organizations to motivate and boost performance.
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Resources

Explore our library of guides, playbooks, and eBooks designed to help revenue teams leverage AI, align sales and marketing, and build predictable pipeline growth.

How to Get Started with AI in your Sales Organization
Resource

How to Get Started with AI in your Sales Organization

A step by step guide to leveraging AI across enterprise sales organizations.
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Generative AI Use Cases for Sales Organizations
Resource

Generative AI Use Cases for Sales Organizations

Learn basic and advanced ways teams can start leveraging GenAI for sales right now to enhance real-time decision-making.
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Surface Hidden Pipeline & Run Laser-Focused ABM Campaigns
Resource

Surface Hidden Pipeline & Run Laser-Focused ABM Campaigns

A detailed guide for marketers to uncover sales team activities and compliment their efforts with perfectly timed and contextualized customer outreach
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Blog: Pipeline Data for RevOps
Resource

Blog: Pipeline Data for RevOps

Discover 5 key roadblocks to operations success and proven strategies to overcome them, building a high-performing RevOps engine.
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5 Ways AI Helps Marketing Drive Revenue for Your Org
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5 Ways AI Helps Marketing Drive Revenue for Your Org

Learn five ways marketing can harness the power of automation, AI, and data-fueled insights to position itself as a strategic partner to sales.
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Optimize the Use of Your GTM Teams with AI-powered Data and Automation
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Optimize the Use of Your GTM Teams with AI-powered Data and Automation

Read our checklist to see how AI-powered engagement data can optimize territory designs, account plans, and the use of your entire GTM team.
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Topics

Whitespace Analysis
Territory Planning
Risk Resolution
Rep Coaching
Pipeline Visibility
Relationship Mapping
Pipeline Management
Opportunity Qualification
Opportunity Management
Inspection
Forecasting
Culture
Consistent Sales Process
Account Execution
Account Management
Account Coverage
Buyer Insights
Account Strategy
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