Analyze Account Data
Posted: Sun Feb 02, 2025 10:18 am
The goal in this step is to learn everything there is to know about a key account, from their goals and needs to pain points, decision-making process, and main stakeholders. Start with public information on LinkedIn and Crunchbase, and then go straight to the source.
John Xie is the Co-Founder & CEO of the AI-productivity tool Taskade. He says the key to gathering solid data from an account is to maintain strong relationships and get them talking.
"We like to reach out at least once a week to maintain a consistent flow of communication, send surveys/feedback forms once a month, and do our own research on them in our spare time," he says.
"The one important thing to remember is that everyone wants to be someone's "key account," and you can use this to your advantage to attract and keep key accounts in your portfolio. Make sure you always have something special to offer, something unavailable to your average client."
Task for this step: Gather key account data that kenya telegram data is not publicly available. Reach out to them 1:1, send surveys, and tap into what the account really needs to increase its monthly/annual spend. This will also help uncover how much growth potential a key account has.
3. Once you have enough data, analyze it to understand any strengths, weaknesses, and opportunities with the key account.
The secret here is to look for any opportunities to increase the key account spend on products through cross-selling, upselling, or personalized solutions. Jas Banwait Gill, Growth Manager of SwagMagic, admits finding key accounts is like a treasure hunt, but her team's superpower is using its customer relationship management (CRM) platform to analyze data.
"Our CRM helps us keep tabs on all our interactions, including emails, calls, meetings, and sales transactions. Should a client complete a hefty $3,000 order without engaging with our sales team, our trusty CRM raises the flag, alerting us to step in and say hello."
The SwagMagic team also uses data to personalize outreach with key accounts by digging into feedback, preferences, and pain points stored inside its CRM.
"For instance, if someone's consistently placing $500 orders, we'll reach out to discuss bundling them into a more efficient, money-saving option. Putting their budget above our bottom line ensures a win-win situation.
"It's all about fostering trust and making sure they know we're here to support their success, not just our own.
John Xie is the Co-Founder & CEO of the AI-productivity tool Taskade. He says the key to gathering solid data from an account is to maintain strong relationships and get them talking.
"We like to reach out at least once a week to maintain a consistent flow of communication, send surveys/feedback forms once a month, and do our own research on them in our spare time," he says.
"The one important thing to remember is that everyone wants to be someone's "key account," and you can use this to your advantage to attract and keep key accounts in your portfolio. Make sure you always have something special to offer, something unavailable to your average client."
Task for this step: Gather key account data that kenya telegram data is not publicly available. Reach out to them 1:1, send surveys, and tap into what the account really needs to increase its monthly/annual spend. This will also help uncover how much growth potential a key account has.
3. Once you have enough data, analyze it to understand any strengths, weaknesses, and opportunities with the key account.
The secret here is to look for any opportunities to increase the key account spend on products through cross-selling, upselling, or personalized solutions. Jas Banwait Gill, Growth Manager of SwagMagic, admits finding key accounts is like a treasure hunt, but her team's superpower is using its customer relationship management (CRM) platform to analyze data.
"Our CRM helps us keep tabs on all our interactions, including emails, calls, meetings, and sales transactions. Should a client complete a hefty $3,000 order without engaging with our sales team, our trusty CRM raises the flag, alerting us to step in and say hello."
The SwagMagic team also uses data to personalize outreach with key accounts by digging into feedback, preferences, and pain points stored inside its CRM.
"For instance, if someone's consistently placing $500 orders, we'll reach out to discuss bundling them into a more efficient, money-saving option. Putting their budget above our bottom line ensures a win-win situation.
"It's all about fostering trust and making sure they know we're here to support their success, not just our own.