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. A typical strategy map organizes objectives into four categories, or perspectives. The four perspectives for for-profit organizations include: Finance.

Value Proposition 98

Value Proposition Software Software Government 98

ClearPoint Strategy

JULY 7, 2021

If there is one phrase that represents both enormous potential and challenges to organizations today, it is big data. When done right, dashboards provide valuable insight into the health of an organization and strongly influence executive decision making. And yet data-driven decision making is more important than ever. Click To Tweet.

Organization 52

Organization Healthcare Decision-making Government 52

Apptivo

JULY 21, 2021

Apptivo offers a cloud platform that allows SaaS(Software as a service) companies to provide an integrated and engaging customer experience to their software users. SaaS application is the concept of delivering software as a service to customers across the globe from a central touchpoint. Most important aspects of SaaS.

Finance 111

Finance Software Software Decision-making 111

Planview

OCTOBER 16, 2023

Diversity also shines through in the sectors represented, with voices from industries as varied as finance, non-profit, government, education, healthcare, technology, manufacturing, travel, and professional services. The perspective isn’t limited to just a few roles in an organization’s hierarchy.

Management 64

Management Stakeholders Healthcare Manufacturing 64

Hubspot Sales

JUNE 18, 2019

This is no easy task and I’ve experienced these challenges first-hand after developing project management software for the finance industry. I worked hard to create a software that makes complex financial transactions more cost efficient, productive, and collaborative. Make it Easy to Share Information.

Decision-making 123

Decision-making Stakeholders Sales Software 123

Arpedio

JULY 9, 2023

From exploring the power of sales forecasting software to unveiling a step-by-step guide for accurate predictions, you’ll gain the knowledge and confidence to drive your sales game to new heights through accurate sales forecasting. Why You Should Rely on Sales Forecasting Software​ 3. Table of Contents 1. Just sit back and relax.

Sales 52

Sales Decision-making Software Software 52

Red Star Kim

JUNE 7, 2023

times more likely to be in the top quartile of healthy and high-performing organizations”. Whether Goldman Sachs, McKinsey, or Latham & Watkins ”. It concludes “Firms that have adopted a one-firm operating model are 2.3 ACCOUNTANCY UK accounting industry turnover up 16.6% billion over the five years through 2023, including a 0.5%

Artificial Intelligence 130

Artificial Intelligence Transportation Digital Transformation Innovation 130

Zendesk

AUGUST 24, 2021

B2B customer service involves more stakeholders. There might even be numerous people making purchasing decisions for one client company, which means B2Bs will likely have to jump through legal hoops or get permission from different stakeholders for contracts to be signed. B2B customers have more urgent business needs.

B2B 98

B2B B2C Finance Communication 98

Insightly

SEPTEMBER 28, 2023

Compared to traditional corporate functions — like sales, marketing, human resources, and finance — revenue operations is a relatively new field. At the same time, today’s organizations have more customer data at their disposal than ever before. In this blog post, we’ll dig into the emerging field of revenue operations.

Finance 52

Finance CRM Customer Success Decision-making 52

Insightly

SEPTEMBER 28, 2023

Compared to traditional corporate functions — like sales, marketing, human resources, and finance — revenue operations is a relatively new field. At the same time, today’s organizations have more customer data at their disposal than ever before. In this blog post, we’ll dig into the emerging field of revenue operations.

Finance 52

Finance CRM Customer Success Decision-making 52

AchieveIt

MAY 4, 2023

Organizations that excel at strategy execution have found a different, more effective way to manage their plans. We’ve had organizations tell us that it’s taken them four to six weeks to gather their quarterly updates. These reminders can be scheduled to be sent out based on how often your organization’s updates are due.

Stakeholders 52

Stakeholders Decision-making Organization Leadership 52

Insightly

SEPTEMBER 19, 2023

Data Integration and Accessibility: An effective CRM strategy requires the integration of various data sources within the healthcare organization. Feedback and Quality Improvement: A robust CRM system should enable healthcare organizations to collect patient feedback, both during and after treatment.

CRM 52

CRM Insurance Healthcare Manufacturing 52

Insightly

SEPTEMBER 19, 2023

Data Integration and Accessibility: An effective CRM strategy requires the integration of various data sources within the healthcare organization. Feedback and Quality Improvement: A robust CRM system should enable healthcare organizations to collect patient feedback, both during and after treatment.

CRM 52

CRM Insurance Healthcare Manufacturing 52

ClearPoint Strategy

AUGUST 24, 2021

Key performance indicators (KPIs) play a role in nearly every organization. As a bonus, we’ve also included five KPI libraries you can use to guide your organization’s performance management efforts. Key performance indicators (KPIs) play a role in nearly every organization. Click To Tweet. In this article.

Healthcare 98

Healthcare Government Finance Construction 98

Hubspot Sales

APRIL 3, 2019

Without a proper strategy, your business or organization can suffer. Strategic planning is a business activity that's used by the leadership of an organization. The purpose of strategic planning is for an organization to determine the direction its heading in the next three to five years. So, what's the plan? Strategic Planning.

Stakeholders 104

Stakeholders Sales Software Software 104

PandaDoc

FEBRUARY 28, 2023

How do you best implement legal ops in your organization? 20 years ago, only large legal departments could afford a legal operations team as part of their organizations. While every organization should develop its own list of functions, the following core competencies help initiate this process. What are legal operations?

Government 52

Government Negotiation Software Software 52

PandaDoc

MAY 28, 2024

Tools like CRM and document workflow management software are key to a seamless transition to consulting sales. Top benefits of consultative selling Adopting a consultative sales approach positions organizations as trusted advisors, fostering continued growth. For example, you sell customer relationship management (CRM) software.

Sales 52

Sales e-Learning Healthcare Software 52

Envisio

APRIL 21, 2023

Climate action plans should have clear and measurable goals that outline what the community or organization aims to achieve in terms of reducing greenhouse gas emissions, increasing renewable energy use, and adapting to the impacts of climate change.

Government 52

Government Transportation Finance Leadership 52

ClearPoint Strategy

MAY 13, 2021

Project management is a priority at nearly every organization today because of its effectiveness at setting proper expectations around what can be delivered, by when, and for how much money. Learn more about why your organization needs this discipline. Good project management helps teams do much more than deliver what’s been promised.

Management 95

Management Software Software Construction 95

PandaDoc

JUNE 1, 2023

How CPQ helps CPQ software increases the efficiency of your sales team by reducing the time spent on each step of the sales process in several ways: CPQ software such as Salesforce or Oracle has AI that provides product and price recommendations. Once the quote is accepted, CPQ software allows the customer to access payment options.

e-Learning 52

e-Learning Artificial Intelligence Sales Software 52

Apptivo

JULY 22, 2022

CRM technology is an effective software which helps in managing the customer database in order to nurture and sustain long term relationships. CRM software is a sophisticated business solution that grows your business in an impeccable manner. It paves way for smooth communication among the business partners and stakeholders.

CRM 52

CRM Software Software Decision-making 52

SBI Growth

JANUARY 26, 2014

Sales or marketing challenges exist in every organization. This post discusses which stakeholders to involve. Also, what is expected of those stakeholders. Also, this downloadable, free tool ( The Stakeholder Scheduler ) is what you need. Working with Russ at a B2B software firm made this painfully clear.

Stakeholders 117

Stakeholders Sales Finance B2B 117

Hubspot Sales

JULY 1, 2019

Instead of one salesperson targeting a single contact within a company, an entire team is dedicated to targeting multiple stakeholders at the prospective customer’s company. This hyper-personalized approach is typically too high-touch for B2C products, but it can be ideal for organizations selling to enterprises.

Stakeholders 84

Stakeholders Sales Finance Decision-making 84

ClearPoint Strategy

JULY 29, 2021

This list of strategic objective examples should help you think through the various types of objectives that may work best in your organization. Before we dive into the examples, let’s talk about how to choose the right ones for your organization. But how do you know which objectives are right for your organization?

Innovation 98

Innovation e-Learning Healthcare Government 98

Zendesk

AUGUST 24, 2021

B2B customer service involves more stakeholders. There might even be numerous people making purchasing decisions for one client company, which means B2Bs will likely have to jump through legal hoops or get permission from different stakeholders for contracts to be signed. B2B customers have more urgent business needs.

B2B 52

B2B B2C Finance Communication 52

Hubspot Sales

JANUARY 11, 2018

Rep: “And you’ll be using Spartan to organize customer events around the country, which currently you do not have software for. This is normally the stage where my customer brings in [the head of Finance, the other stakeholders, their manager] to [discuss X, get their perspective on Y]. Rep: “Great.

Decision-making 136

Decision-making Stakeholders Finance Meetings 136

Hubspot Sales

JUNE 8, 2021

You'll gain skills researching and calling prospects, sending emails, understanding the offerings, and organizing leads. This position requires software, data analysis, and leadership skills in order to train and support a sales team. Once you're crushing the numbers, you'll be ready for that promotion. Inside Sales Rep. Management.

Finance 108

Finance Sales Account Management Leadership 108

Arpedio

APRIL 1, 2022

It requires investing your team’s resources to target multiple stakeholders within an account. In short, Account-Based Selling is a targeted B2B sales methodology or strategy that entails heavy investing into targeting multiple stakeholders within an account opposed to the conventional one-to-one sales model. Back to blog.

Stakeholders 59

Stakeholders B2B Account Management Decision-making 59

ClearPoint Strategy

APRIL 29, 2021

When an organization is doing well, it’s usually because employees are engaged in their work and have a clear sense of direction as to where the company is headed. That only happens when organizations make a concerted effort to manage performance, both for the business as a whole and individual employees. See why ClearPoint gets 4.6

Management 52

Management Software Software Organization 52

Flevy

MARCH 20, 2024

For consulting firms, these frameworks are part of the bread and butter that enable them to consistently deliver value to client organizations across industries and geographies. Build enterprise-wide AI capabilities : Developing the necessary skills, technologies, and processes across the organization to leverage AI effectively.

Digital Transformation 52

Digital Transformation Digitalization Artificial Intelligence Government 52

Insightly

NOVEMBER 9, 2022

In practice, CRM software isn’t a new concept, especially in the enterprise space. Not long ago, businesses needed to purchase expensive hardware and spend weeks or months installing it, so they could buy expensive software to help them manage customer relationships. What Is a Cloud-Based CRM? Better Data, Better Decisions.

CRM 52

CRM Software Software Internet 52

PandaDoc

APRIL 3, 2023

However, you can save a great deal of time by relying on integrated business planning software or dedicated S&OP tools to do it for you. A quick note : Proper planning software makes this step significantly easier to complete. Finance review Now it’s time for another type of planning: Financial planning.

Supply Chain 52

Supply Chain Sales Decision-making Procurement 52

Insightly

OCTOBER 10, 2023

Additionally, smaller businesses should focus on basic CRM functionalities such as: Contact management Sales tracking Simple marketing automation tools As businesses grow in size and complexity, it is critical to reassess their CRM requirements to ensure software meets their current needs. Flexibility is another important point.

CRM 52

CRM Small Business Decision-making Software 52

Insightly

OCTOBER 10, 2023

Additionally, smaller businesses should focus on basic CRM functionalities such as: Contact management Sales tracking Simple marketing automation tools As businesses grow in size and complexity, it is critical to reassess their CRM requirements to ensure software meets their current needs. Flexibility is another important point.

CRM 52

CRM Small Business Decision-making Software 52

ClearPoint Strategy

MAY 13, 2021

Project management is a priority at nearly every organization today because of its effectiveness at setting proper expectations around what can be delivered, by when, and for how much money. Learn more about why your organization needs this discipline. Chapter 6: Project Management Software. Click To Tweet. government.

Management 52

Management Software Software Construction 52

Zendesk

NOVEMBER 4, 2021

I think we were one of the very first organizations to make the decision that all of our sales were going to be one hundred percent remote indefinitely,” says Monica Telles, Vice President of Zendesk Sell. When you lead a digital transformation, you have to continually take the pulse of your organization and strike the right balance.

Digital Transformation 52

Digital Transformation Digitalization CRM eCommerce 52

PandaDoc

FEBRUARY 13, 2023

To this end, dedicated software can be helpful when it comes to interdepartmental communication. The work resulting from these collaborations should be attributed to everyone involved, rather than being listed as something like “a marketing project with some input from finance”.

e-Learning 91

e-Learning Brainstorming Decision-making Communication 91