Everything Visual Account Management

Up & Cross-Selling in the Enterprise Segment
Best Practices Markus Meier Best Practices Markus Meier

Up & Cross-Selling in the Enterprise Segment

Expanding business with the largest customers through up- & cross-selling can be a strong sales motion with unique challenges:

  1. Cross-functional visibility from sales to delivery needs to be maintained to identify opportunities

  2. Multiple opportunities at various stages need to be coordinated

  3. Dynamic stakeholder relationships need to be understood to manage sales campaigns

How vizrm helps: With org charts that feature related organizations, deal filters, and activity heat maps, vizrm enables better account visualization, cross-functional collaboration, and streamlined management of up- and cross-sell opportunities.

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Account Mapping in various Sales Methodologies
Best Practices Markus Meier Best Practices Markus Meier

Account Mapping in various Sales Methodologies

Account mapping is crucial for complex sales in large organizations. Leading sales methodologies like Miller Heiman, Challenger Sale, and Sandler consider two dimensions for this practice:

  1. Decision-Making Role: Each contact's formal role in the decision process (Economic Buyer, User, etc.).

  2. Relationship Position: The contact’s stance toward your proposal or company (Champion, Neutral, Opponent).

Use custom fields in Pipedrive and vizrm Custom Views to track & visualize both dimensions to enhance your ability to influence deals.

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