EBOOK

The Practice of Account Planning

"The most important deals rely on relationships. Building those relationships starts with a strong foundation in account planning practices for the entire revenue team."


To succeed in the practice of account planning, sellers must seek to put their relationships at the heart and center of everything they do.

In this eBook, authored by Nigel Cullington, VP of Marketing for Upland’s Sales Effectiveness division, learn what great looks like in account planning.

Nigel walks you through the big picture, sharing why relationships are at the heart of the deal, why the lone wolf era of selling is over, and how you can achieve the coveted trusted advisor status with your clients and customers.
Start building your account planning practice today, and use this helpful guide to make the most out of each and every interaction with your customers.


Download Now!

All fields are required

Headline goes here, short ones usually win.

Our speakers are really the best in the biz, learn more about them below.

We enjoy using the solution from InGenius and all of our users find it very easy to use. We get great insights from the dashboards and panels we have built, and when we needed support it is always there. Highly recommended.

Joe Gleason

Operations Manager, Specalised Training Services Limited

Headline goes here, short wins.

You can’t manage what you don’t measure. Average handle time, first call resolution, and Net Promoter Score are just some of the metrics effective contact centers require. You need advanced tools to help your agents and insights into your customers’ interactions to make intelligent operational decisions.

  • Reduce clicks for your agents
  • Automate call logs
  • Easily report on call data
  • Enable fast agent adoption

InGenius has helped companies reduce call handling time by 1 minute per call, increase case handling capacity by 50%, and improve Net Promoter Score by 20%

Your headline goes here, keep it short and snappy. Max four lines.

InGenius connects phone systems to CRMs for significant time savings.