When it comes to bringing value to an account, the importance of listening can’t be underestimated. “It’s critical to begin every client relationship with a focus on the client’s business versus ...

I think it’s fair to say that most people’s least favorite topic in advertising is account planning. You probably would go as far to say you hate a planner or two. Most people find us pompous, useless ...

Account managers these days are often juggling between different applications and digital tools. This leads to data and intelligence being stored in silos. When it comes to account planning, a lot of ...

Companies around the globe are transforming the way they connect with customers. ACCOUNT PLANNING in SALESFORCE contains valuable advice on how to use Account Planning methodology in Salesforce to ...

People.ai, the enterprise revenue intelligence leader, today announced the release of AccountGPT, an AI-driven enhancement to its account planning application. This new feature will enable ...

Are you a print subscriber? Activate your account. By Ad Age and Creativity Staff - 1 hour 57 min ago By Erika Wheless - 2 hours 23 min ago By Tim Nudd - 5 hours 33 min ago By Erika Wheless - 6 hours ...

Here's another top-notch video from Ian Gilbert, CEO of the British sales training firm ThirdCore. Here he explains exactly how to do account planning, adding some tips from some of the most ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. While you may feel like you have the investment side well handled, you may be ...

A flexible spending account plan is a low-cost way for small business owners to help employees save money on health care costs and reduce taxes for both of you. Committing dollars in advance helps ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Chip Stapleton is a Series 7 and Series 66 license holder, CFA Level 1 exam holder, and ...