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 ...

Puneet Gaur is a corporate speaker and author. He is currently working as COO of an AI-based B2B firm, NextQuarter. In today’s hypercompetitive business landscape, sales organizations are constantly ...

I'm all for account planning, but some sales organizations demand WAY too much of it. It's not uncommon for sales teams to begin every complex sales opportunity by collecting all the available ...

People.ai enhanced its account planning application through an AI-driven application called AccountGPT. AccountGPT leverages generative AI and large language models to auto-complete sections of ...

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 ...

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 ...

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 ...

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 ...

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 ...