7 Best Practices for Account Executives

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Lauren Newalani

Content Writer for Whistle with multidisciplinary experience spanning over a decade.


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When it comes to sales success, there are several factors at play – from having a quality product or service, to effectively communicating its value, to connecting with your target audience. But for Account Executives (AEs), there are specific best practices to follow that can make all the difference in achieving their sales goals. In this blog, we’ll discover some of the top AE best practices for ensuring sales success.


Know Your Ideal Customer Profile (ICP)

Understanding your Ideal Customer Profile (ICP) is the first and most important step to achieving success in sales. Your ICP is a made-up portrait of your ideal client. It assists you in determining the traits of your ideal client, such as their industry, company size, job title, and particular problems. You can target clients who suit that profile if you are aware of your ICP, which will boost your chances of closing business.


Understanding Key Buyer Personas

In order to effectively communicate with and close deals with your target audience, you must understand their key buyer personas. A buyer persona is a fictional character that stands in for a certain demographic of your target market. Each buyer persona is different in terms of demands, attributes, and pain areas. Your messaging as an AE must be customized to meet the requirements and pain points of each buyer persona. In order to provide solutions that are specifically tailored to your customers’ demands, you can also leverage buyer personas.


Using the Right Communication Channels

Using the appropriate communication channels for each buyer persona is essential. For example, some clients may prefer email communication, while others may prefer phone calls. You must understand each buyer persona’s preferred communication channel and use it to establish a connection. AEs can also use social media platforms to engage with clients, share relevant content, and build relationships.


Tailoring Your Messaging

Tailoring your messaging to the needs and pain points of each client is a crucial step in the sales process. As an AE, you must understand your client’s unique challenges and present your product or service as a solution to those challenges. Tailoring your messaging to the client’s specific needs and pain points can help you establish a deeper connection and increase your chances of closing the deal.


Timing is Everything

In sales, timing is everything. It’s crucial to follow up with customers at the appropriate moment to keep their attention. It’s important to find the right balance between tenacity and pushiness. Following up with clients should be done by AEs in a reasonable amount of time, usually a week or two. Yet, you must also respect the client’s time and refrain from calling or texting them excessively.


Managing Leads on HubSpot

HubSpot is a popular CRM platform that many AEs utilize. Offering a central area for gathering and organizing leads, aids in the management of the sales process. AEs are responsible for making sure that HubSpot is updated with all the pertinent customer data. Contact details, lead status, and notes from prior conversations are all included.


Video Messaging as a Viable Solution

Video messaging is becoming an increasingly popular way to engage with clients. It allows AEs to personalize their messaging and establish a deeper connection with clients. Video messaging is especially useful for AEs who work with clients in different time zones or those who prefer asynchronous communication. By sending a personalized video message, AEs can convey their enthusiasm and sincerity to the client, increasing their chances of closing the deal.


By following these best practices, AEs can increase their chances of closing deals and generating revenue for their company. Remember, sales success isn’t just about selling your product or service – it’s about building long-lasting relationships with your clients. So by implementing these best practices, you can become a trusted advisor to your clients and build a successful career as an Account Executive.