Several years ago, I worked with a large company on their account planning strategy. It was not their first attempt at account planning. In fact, it was not their second or third attempt at account ...

Fred Reish and Joan Neri detail how RIAs can comply with current rules while the new DOL fiduciary rule remains in limbo. Question: I am a registered investment adviser who provides advisory services ...

AUSTIN, Texas — A new law is allowing the agency that manages the Texas power grid to change how it plans for the future as the state continues to see more and more economic growth. Previously, ERCOT ...

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 ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. 2023 is not going to be an easy run for enterprise sales leaders and teams. Growth is the ...

People.ai, a provider of revenue intelligence technology, today launched Engagement Dashboards, Account Planning, and People.ai for Oracle Sales Cloud to help sales and ops teams drive greater ...