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 ...

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 ...

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 ...

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 ...

Or to put it more accurately, it is the account planner’s fiftieth birthday. Looking at it another way, let’s say it will be fifty years since the first account planner strode proudly through the ...

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 ...

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 ...

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 ...

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 ...