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From my observation, the SaaS industry has greatly misled people over the years. It has prioritized lead and opportunity management over account management. This emphasis was echoed in nearly all CRM systems, and we at Pipeliner CRM fell into the same trap for a long time. Guided by both the industry and the CRM solutions ...

Another important foundational aspect of account management—and sales itself—is the handling of quotas and forecasting. From my observation, only a few companies manage the problems for quotas and forecasting well. This is because there are two groups with seemingly conflicting interests: the sales team and company and sales management. Salespeople say that quotas are too ...

Whether it’s 2000 or 2021, everyone wants and also deserves to have a private life. No one bears another person meddling in their personal matters. The problem today is that our whole life is on the internet. Whether we talk about our personal life or professional, every person has a digital presence. From our personal ...

Millennial Money and Managing Finances The United States is truly in a financial education crisis. At no point in our lives are we taught to manage our money. We’re not being taught in high school or college, and often times we’re not being taught by our parents either. Millennials go from not having any income ...

Selling in a Knowledge-Economy The world of selling went through a profound structural change in the 1980s. For the 200 years prior, we ran businesses in the industrial economy. But things changed in the last 20 years of the 20th century. We went from learning how to manage people’s hands, to learning how to manage ...

The next aspect of account management we need to consider–one that is vitally important–is application integration. Digital transformation is definitely accelerating across industries, according to Mulesoft Research’s 2021 Connectivity Benchmark Report. This study was conducted with 800 IT leaders throughout the world. Of these, 77 percent say that failure to transform will impact revenue. Yet ...

In this, the next article on Account Management, let’s go into the details of fully understanding your accounts and what they mean. To start with, I want to point out that account management cannot be done in separate or isolated areas of the company—it must be supported on a company-wide basis from the top down. ...

Sales most definitely have two sides, and this is also true of account management. In his 2014 book Zero to One, Peter Thiel wrote, “In the 1990s, the focus was on the product, and not on sales. If your product requires advertising or salespeople to sell it, it’s not good enough. Technology is primarily about ...