SOEE what’s new... Defining and managing Account Ownership is the first step to identifying who “owns” the client, partner, or prospect relationship. Once account ownership is established, the next step…
Category: Sales Operations
Who Owns the Account?
SOEE what’s new... As relationships expand and become more complex, aligning Account Ownership can be challenging. The complexities of account ownership become more involved as employers identify the many relationships that…
Complexities of Account, Contact, Lead, and Opportunity Ownership
SOEE what’s new... Managing “Ownership” of prospect and client relationships can be complex. As organizations review the multiple touch points related to Marketing, Business Development, Sales, Customer Success, Account Management,…
Sales and Internal Operations – Setting the Stage for Client Success
SOEE what’s new... The alignment and communication between the sales organization and internal operations is critical to customer success. Contacts, relationships, and trust have been forged throughout the sales cycle…
Learning from Client Churn, Lost Opportunities, Disqualified Leads, Lack of Appointments
SOEE what’s new... Organizations continue to face competitive pressure to protect existing clients from cancellation or churn. In addition, new sales opportunities are lost, marketing leads are disqualified, and business development…
Contract Management Supports Client Retention and Revenue Growth
SOEE what’s new... The importance of contract management is often overlooked. The ability to accurately identify customers, retrieve contracts, and quickly isolate upcoming renewals is challenging to most organizations. Proactive…