Luminas Strategy

SEPTEMBER 26, 2022

Whether speaking with HR, IT, Training, Finance, or another business unit, the Sales leader needs to begin with: “If I had X, it would drive revenue like this.” Not every organization faces the same challenges, but it’s surprising how many never even have these conversations. That might not be a bad thing.

Finance 52

Finance Sales Account Planning Organization 52

Showpad

JANUARY 8, 2021

For some organizations this wasn’t really new, apart from the fact that it was the only way to interact with prospects and customers. Whether we like it or not, the digital transformation is progressing in a fast-pacing manner, and many organizations around the globe prepare themselves for a digital and remote 2021.

Virtual Selling 144

Virtual Selling Finance Digitalization Digital Transformation 144

Insightly

JANUARY 13, 2023

Every business in the finance industry faces the unique challenge of meeting customer expectations. One of the most effective ways to ensure the best experience for your customers is to use a customer relationship management (CRM) system designed to handle the complexities of financial organizations.

CRM 52

CRM Financial Services Finance Onboarding 52

Revenue Storm

FEBRUARY 14, 2023

Let us take this to an actual sales meeting. It was a virtual meeting with the clients sitting around a table. The salesperson started the meeting by stating, “We want to be your quarterback and help you reach a quick touchdown for your business.” The audience was a group of executives who came from the finance side.

Meetings 78

Meetings Finance Leadership Business Growth 78

Planview

SEPTEMBER 9, 2021

Each company is a trailblazer in evolving PPM to meet stakeholder needs and achieve strategic objectives. Planview’s Chief Product Officer, Louise Allen, moderated an engaging, in-depth conversation with these customers: Hiren Shah – Johnson & Johnson – Global Finance Transformation, Sr. J&J’s Global Finance Transformation.

Finance 98

Finance Stakeholders Decision-making Acquisition 98

Planview

MAY 22, 2024

We’re excited to announce four Vision Award winners at this year’s Planview Accelerate conference – a recognition given to just a handful of organizations each year. This post highlights their stories and how you can use their insights at your own organization. The organization serves 4.9

Banking 59

Banking Digital Transformation Onboarding Construction 59

Zendesk

FEBRUARY 6, 2024

As such, we acquired Tymeshift in June 2023 to give organizations using Zendesk an easier way to manage their teams. Tymeshift is the ideal workforce management solution, as it automatically schedules agents to meet AI-forecasted needs based on historical and real-time data. Here’s what you can expect from our latest releases.

Artificial Intelligence 59

Artificial Intelligence Finance Prioritization Innovation 59

SmartKarrot

MAY 19, 2023

In today’s rapidly changing business landscape, finance professionals face increasing pressure to manage complex financial data while making critical decisions that impact the financial health of their organizations. To stay competitive, finance teams must embrace emerging technologies.

Remote Working 10

Remote Working Finance Artificial Intelligence Financial Services 10

SmartKarrot

MAY 19, 2023

In today’s rapidly changing business landscape, finance professionals face increasing pressure to manage complex financial data while making critical decisions that impact the financial health of their organizations. To stay competitive, finance teams must embrace emerging technologies.

Remote Working 10

Remote Working Finance Artificial Intelligence Financial Services 10

Account Manager Tips

MAY 25, 2021

As a result, organizations accelerated revenue and retention. Clients who are a good fit for your solution, and you meet their needs better than other suppliers. You must align everyone in the supplier organization to your key account management strategy and put supporting processes in place. Kurzrock, W. Value proposition.

Key Account Management 246

Key Account Management Account Management Management Suppliers 246

Apptivo

APRIL 27, 2022

ERP, or Enterprise Resource Planning , is a type of system or software used by organizations to manage processes and automate activities such as accounting, project management, risk management, compliance. An ERP system enables an organization’s daily business operations to run smoothly and efficiently. Who uses an ERP system.

Supply Chain 98

Supply Chain Procurement Manufacturing Logistics 98

Zendesk

NOVEMBER 29, 2022

Approve/Reject and Export processes give your finance team the control to see the refund requests that agents make. When finance approves or rejects, the agent is instantly notified and the ticket is updated for auditing purposes. Sienna is based on the latest design trends and goes through rigorous testing.

e-Learning 98

e-Learning Finance Banking Construction 98

Flevy

OCTOBER 2, 2023

The central premise of the Lean Startup methodology is that when startups devote their efforts to continuously developing products to meet the needs of early customers, they minimize market risks, evade substantial initial financing of projects, costly new product releases, and insolvency.

Manufacturing 104

Manufacturing Value Proposition Digital Transformation Investors 104

Hubspot Sales

MAY 25, 2021

Small business owners are known for doing it all: marketing, finance, operations, sales, project management, admin, HR, and more. And when you’re a Black business owner, you’re faced with an additional set of challenges, like receiving less business finance assistance from loan officers, according to a Fundera report.

Finance 124

Finance Small Business Meetings Onboarding 124

Hubspot Sales

JUNE 8, 2021

You'll gain skills researching and calling prospects, sending emails, understanding the offerings, and organizing leads. They rely on email, phone calls, videos, and virtual meetings—instead of face-to-face interaction—to build relationships and move people through the sales funnel. Inside Sales Rep. using Zoom, Skype, email, and CRM).

Finance 108

Finance Sales Account Management Leadership 108

Nutshell

MAY 21, 2024

Organizations in this industry often provide several different services, requiring them to have access to various software solutions. This helps your financial services organization maintain transparency and compliance with regulatory requirements. Because every business’s needs differ, pricing depends on the features you require.

Financial Services 71

Financial Services Software Software Cybersecurity 71

Revenue Storm

MAY 10, 2022

Which brings me to your client’s HR organization and specifically the Chief Human Resource Officer (CHRO) or Chief People Officer. A senior sales leader told me recently that in their weekly staff meetings the CEO went from talking to the CHRO last to addressing them first, recognizing that people were the company’s greatest risk.

Supply Chain 78

Supply Chain Value Proposition Financial Services Finance 78

Xant

MAY 13, 2021

As organizations solidify their plans for the new buying landscape, sales leaders are adapting to the new normal. Many of the changes that happened in the past year are likely here to stay, and that has huge implications for sales teams that have had to go back to the drawing board on their sales organization and sales motions.

Sales 99

Sales Stakeholders Digitalization Construction 99

Hubspot Sales

APRIL 11, 2023

Your sales team plays an essential role in driving revenue and reaching goals that stretch across the organization. Put another way, around one-third of your salespeople will leave your organization in the upcoming year. At times, companies may have a high eNPS score organization-wide but face shortcomings in certain departments.

Sales 120

Sales Brainstorming Leadership Insurance 120

Zendesk

DECEMBER 15, 2023

Overall, workforce managers seek to get the most out of employees and processes to ensure businesses can meet and exceed their goals. Workforce managers play a pivotal role in an organization by ensuring everything operates at peak efficiency. Here are some of their primary responsibilities.

Management 52

Management Software Software Decision-making 52

Nutshell

APRIL 3, 2024

Xero helps you keep your finances organized by automating admin and storing your documents online for quick access, in addition to customized billing and invoicing. Microsoft Teams : MS Teams allows you to meet, chat, call, and collaborate with everyone you work with, including colleagues and clients.

Software 71

Software Software CRM Acquisition 71

Showpad

JUNE 29, 2021

More than 400 organizations from various industries and company sizes, covering the US, the UK and the DACH region answered questions on all things enablement, buying behaviors, selling challenges and what that means for the enablement profession. Since the pandemic, the number of organizations with enablement grew by 17%.

B2B 111

B2B Digital Transformation Decision-making Digitalization 111

AchieveIt

MARCH 6, 2024

You need a solid, data-driven plan to gauge your organization’s performance and steer decisions in the right direction. This is where organizational performance metrics come into play, acting as the secret sauce to your organization’s success. Think of KPIs as a compass guiding your organization in the right direction.

Decision-making 52

Decision-making Profitability Finance Advertising 52

Revenue Storm

FEBRUARY 15, 2022

Even when I was leading a $400 million global accounts organization. Statistically, sales organizations lose about 25% productivity by focusing on deals they will never win. There is a universal truth that applies to every sales organization: Activity drives results! For 20 years, I had a monthly sales quota. Scrub the Pipeline.

Value Proposition 78

Value Proposition Sales Global Accounts Account Management 78

Insightly

MAY 6, 2022

With the CRM being the heart of most businesses, integrations between it and the key tools used throughout the organization is vital. Tasks like sending emails, booking meetings, creating invoices, and transferring orders are expected to be automated. Some of the most popular integrations are: Finance/Accounting: Quickbooks.

CRM 105

CRM Facilitation eCommerce Government 105

ClearPoint Strategy

AUGUST 24, 2021

Key performance indicators (KPIs) play a role in nearly every organization. Any successful company wants to be able to meet their organizational objectives successfully—but that can be easier said than done. As a bonus, we’ve also included five KPI libraries you can use to guide your organization’s performance management efforts.

Healthcare 98

Healthcare Government Finance Construction 98

SalesGlobe

DECEMBER 5, 2021

As the end of the current year approaches, it’s not uncommon for the organization to have little time or resources left to plan and develop their quotas for the following year, with the same vigor as planning the strategy; and the same method becomes the default approach year over year. Divert Finance From Taking the Wheel.

Sales Management 52

Sales Management Management Finance Supply Chain 52

Sales Outcomes

MAY 1, 2023

Today, an organization’s CRM is as essential as billing, inventory, ERP, or other IT systems. Typically, 12-18 months after CRM implementation, organizations recognize that the CRM is not meeting expectations. It’s typical for IT, Finance, and Sales Operations to lead CRM initiatives.

CRM 52

CRM Leadership Prioritization Finance 52

Planview

FEBRUARY 22, 2024

How to respond to the changes those technologies precipitate is a constant theme of discussion across boardrooms and virtual meeting spaces. For example, while NYC may be a center of finance, that does not mean the skills financial organizations seek can only be found in the NYC area.

Digitalization 59

Digitalization Leadership Healthcare Innovation 59

Brooks Group

APRIL 23, 2024

Professional Opportunities Sales roles exist in virtually every industry, from technology and healthcare to retail and finance. Demanding Expectations Sales roles often come with high performance expectations, requiring you to consistently meet or exceed sales targets and quotas.

Sales Training 68

Sales Training Sales Decision-making Negotiation 68

Sales Outcomes

JUNE 13, 2022

For example, earlier this year, I presented the following initial value proposition on the first call with a fast-growing software company: Our support delivers a 5 to 15% increase in sales performance within six months, which we estimate could be $5 – $15 million for your organization. As you can imagine, they had a lot of questions!

Value Proposition 52

Value Proposition Finance B2B Software 52

SalesGlobe

JULY 9, 2021

Anything as a service, XaaS, is accelerating as companies navigate the shift to solution sales to meet and exceed customer requirements. As the pace of the shift accelerates, organizations want to know whether XaaS is right for them—and if so, how best to adapt to the technology. Finance and Sales Alignment. Inside Sales.

Finance 52

Finance Value Proposition Sales Innovation 52

Zendesk

JANUARY 3, 2023

Open banking allows non-banking organizations to offer financial services to customers via application programming interfaces (APIs). From personal money management apps and price comparison services to accounting apps for businesses, millions of companies and consumers use open banking to stay on top of their everyday finances.

Financial Services 52

Financial Services Banking Artificial Intelligence Finance 52

ClearPoint Strategy

JULY 28, 2021

How do you identify the right goals for your organization? A strategy map is your fail-safe to help you work through your organization’s priorities and goals in the proper order. The map is created during the strategic planning process and is used as a primary reference material during periodic strategy check-in and review meetings.

Value Proposition 98

Value Proposition Software Software Government 98

Insightly

JANUARY 30, 2024

It leads to greater efficiency, deeper insights, and a better ability to meet the evolving needs of your customers. This includes tools for email, marketing automation, finance, project management, and customer support. This seamless process saves time and brings a new level of organization and efficiency to document management.

CRM 52

CRM e-Learning Facilitation Decision-making 52

Hubspot Sales

APRIL 23, 2021

scheduling meetings), while others support entire teams (i.e The Sales Hub helps with meeting scheduling, email tracking, and automation. Calendly is an online appointment scheduling tool that helps you book meetings without wasting time on back-and-forth emails. Some focus on specialized tasks (i.e. communications platform).

Small Business 94

Small Business Finance Banking eCommerce 94

Planview

AUGUST 11, 2022

Meet Elena Ohayon, a Senior Human Resources Business Partner (BP) at Planview. What type of meetings do you prepare for? Plus, I make myself available to have meetings with managers or employees who need professional or personal questions answered, meetings around our HR projects, and benefits.

Brainstorming 98

Brainstorming Meetings Decision-making Leadership 98