Nutshell

MARCH 15, 2024

A strong relationship like this could lead to upsell opportunities long after the lead becomes a customer. Qualifying leads faster: Lead nurturing offers the perfect opportunity to understand your prospect’s needs and whether your product or service can fulfill those. Table of Contents What does lead nurturing mean?

CRM 71

CRM Software Software Communication 71

Arpedio

MARCH 20, 2024

Common challenges faced in account-based selling Strategic planning and analysis ABS starts with identifying the most promising accounts to target. Misaligned goals, conflicting metrics, and lack of communication can lead to inefficiencies and missed opportunities. Are you already using Salesforce?

Government 52

Government Innovation Prioritization Facilitation 52

Flevy

MARCH 20, 2024

FlevyPro is currently used by 100s of consultants and business executives. Business frameworks and methodologies are structured tools to approach complex, but common business challenges. They allow us to cut through noise, zero in on the key issues, and facilitate the development of insightful recommendations.

Digital Transformation 52

Digital Transformation Digitalization Artificial Intelligence Government 52

AchieveIt

DECEMBER 4, 2023

For those leading strategy, keeping up-to-date with the most recent trends and data related to strategic planning and implementation is not merely beneficial; it's essential. It helps teams better prepare for challenges and capitalize on emerging opportunities.

Digital Transformation 52

Digital Transformation Decision-making Organization Prioritization 52

Arpedio

FEBRUARY 20, 2024

Navigating Account-Based Selling: CRM, AI and Customer Understanding Explore the ARPEDIO platform ← Back to blog When it comes to B2B sales, companies often find themselves wrestling with a myriad of challenges, from a lack of prospecting skills to navigating lengthy sales cycles. In this regard, AI emerges as a transformative tool.

CRM 52

CRM Artificial Intelligence B2B Account Management 52

Hubspot Sales

JANUARY 23, 2024

Check out these ten strategies for identifying upselling opportunities that are mutually beneficial below to help get you started — before you pass a customer over to a sales rep. I don't think so, but it depends on how you approach it. Let's dive into some winning strategies for upselling backed by data. 10 Upselling Strategies for 2024 1.

Media 85

Media Decision-making Customer Experience Marketing 85

ProlifIQ

FEBRUARY 23, 2024

The State of Account Planning in 2024 2023 was a challenging year for go-to-market teams. To better understand how teams are adapting to this new environment, we surveyed over 250 professionals across sales, customer success, account management, and more about their account planning processes, challenges, and priorities for 2024.

Account Planning 52

Account Planning CRM Energy and Utilities Account Management 52

Hubspot Sales

SEPTEMBER 16, 2020

If you ask most executives if they have a sales process , they’ll immediately say yes. To others still, it means a key account plan. In this process, there are typically three stages: planning, execution, and debriefing. Opportunity Management. To some, a sales process means milestones in their sales pipeline.

Account Management 124

Account Management Sales Account Planning CRM 124

PandaDoc

APRIL 8, 2024

Key takeaways One of the primary functions of a deal desk is to bring together decision-makers from sales, legal, financial, and marketing departments to optimize the deal creation and execution process. A deal desk introduces a new approach to managing deals. Let’s get to it!

Negotiation 52

Negotiation Sales Stakeholders Digitalization 52

AchieveIt

OCTOBER 17, 2023

Most plan execution leads experience common barriers of not knowing who to ask for an update on any given initiative — or too many people to ask. In This Article How to Use Accountability to Amplify Execution Excellence What Happens Without an Accountability System? How do you ensure updates are on time and accurate?

Leadership 52

Leadership Communication Stakeholders Organization 52

Planview

SEPTEMBER 20, 2023

We also use this opportunity to recognize customers who challenge Planview to build better products and provide better service, leading to improved collaboration while helping us define what success means to our customers. CHOC has been a visionary Planview customer since they first started using the AdaptiveWork solution in March 2018.

Energy and Utilities 59

Energy and Utilities Banking Supply Chain Government 59

CMOE

JUNE 14, 2023

Notable features on Trakstar’s performance management platform are: Performance reviews Engagement surveys 360-degree review feedback Detailed performance reporting and insights 2. Performance management aligns team members and resources while flagging potential issues. Trakstar Trakstar is a reporting, goal-setting, and reminder software.

Management 52

Management Performance Review Software Software 52

Arpedio

MAY 10, 2023

These technologies help organizations improve their account planning and execution efforts by revealing complex relationships, identifying white space, supporting opportunity planning efforts, and enabling collaboration for key accounts.

Account Planning 52

Account Planning Innovation Stakeholders Government 52

Insightly

DECEMBER 14, 2023

Let’s explore the marketing operations career path and all of the opportunities that come with it. These positions involve the behind-the-scenes coordination and execution of marketing strategies and campaigns. Often, the marketing operations team will be the main owner of the marketing automation platform.

Marketing 52

Marketing e-Learning Digitalization CRM 52

Insightly

DECEMBER 14, 2023

Let’s explore the marketing operations career path and all of the opportunities that come with it. These positions involve the behind-the-scenes coordination and execution of marketing strategies and campaigns. Often, the marketing operations team will be the main owner of the marketing automation platform.

Marketing 52

Marketing e-Learning Digitalization CRM 52

AchieveIt

NOVEMBER 1, 2023

The secret often lies in strategic planning. And while, yes, strategic plans contain tasks, without goals, objectives and strategies to provide context, the tasks are meaningless. And while, yes, strategic plans contain tasks, without goals, objectives and strategies to provide context, the tasks are meaningless.

Energy and Utilities 52

Energy and Utilities Decision-making Innovation Business Planning 52

Insightly

JANUARY 26, 2024

Salesforce, HubSpot, and Insightly are three prominent customer relationship management (CRM) platforms, each offering unique features and functionalities tailored to diverse business needs. Many find that when comparing Salesforce vs. HubSpot, the real answer isn’t either of those platforms; in fact, it is Insightly.

CRM 52

CRM Artificial Intelligence Decision-making Marketing 52

Arpedio

OCTOBER 30, 2023

Account-Based Selling: A Deep Dive with Lee Levitt and Ulrik Monberg Explore the ARPEDIO platform ← Back to blog In the ever-evolving world of enterprise sales, strategies and tools are constantly refined to meet the dynamic needs of businesses. Moving from static account plans to dynamic account-based selling is the way forward.

Co-Creation 52

Co-Creation Account Planning Artificial Intelligence Leadership 52

Hubspot Sales

JANUARY 6, 2021

An "opportunity" is a contact in your CRM confirmed their interest in your product or service. Lead to Opportunity Conversion Rate. Which percentage of your leads are turning into opportunities? Maybe they're converting a high number of leads into opportunities, but they're still missing quota. Opportunity to Close Rate.

Sales 137

Sales CRM Banking Organization 137

Arpedio

OCTOBER 24, 2023

Discover how to leverage your strengths, mitigate your weaknesses, seize opportunities, and defend against threats. Discover how to leverage your strengths, mitigate your weaknesses, seize opportunities, and defend against threats. Opportunities are like undiscovered islands on the horizon.

Decision-making 52

Decision-making Account Management Prioritization Software 52

CMOE

MARCH 6, 2023

Every individual in the organization, from front-line worker to Chief Executive Officer, is responsible for implementing the strategy and ensuring the organization’s success. Recognizing opportunities for and potential obstacles to strategic success requires knowledge and insight from the organization and outside sources.

Finance 98

Finance e-Learning Innovation Leadership 98

AchieveIt

MARCH 22, 2023

Corporate strategic planning is essential to businesses and one of the basics of a business plan. In This Article What Is Corporate Strategic Planning? The Four Elements of Corporate Strategic Planning Visioning Objective Setting Allocating Resources Making Strategic Trade-Offs Why Is Corporate Strategic Planning Important?

Software 52

Software Software Communication Organization 52

AchieveIt

MAY 22, 2023

With strategic planning and execution, organizations tend to get caught up in the processes, goals, and deliverables and forget about a crucial element — the human one. Organizations often struggle to involve the right people in their strategic planning and execution efforts. The result? The result?

Government 52

Government Stakeholders Leadership Communication 52

Quip

OCTOBER 20, 2020

To help, we’ve developed new Quip for Customer 360 features aimed at transforming business processes within the Salesforce platform. You can quickly reference a Salesforce field in a line of an executive summary, or a cell of forecast document. Let’s take a look at some of the newest functionality. User activity insights.

Account Planning 98

Account Planning Innovation CRM Management 98

PartnerTap

JUNE 23, 2021

And we have built the PartnerTap platform to give both channel and sales teams the operational data and tools they need to identify new revenue opportunities and start collaborating while they build new trusted relationships. Here’s what Sales Reps need to Drive more Revenue post M&A.

Procurement 85

Procurement Acquisition Sales CRM 85

PartnerTap

OCTOBER 1, 2023

Then there are companies like Lumen, HPE, LastPass, and LightEdge that are disrupting their markets with co-sell first programs and heavy investments in co-sell automation platforms. Without intention and automation, you cannot scale your co-selling program and you will miss out on opportunities to drive growth.

Investors 75

Investors CRM Digitalization Account Planning 75

AchieveIt

SEPTEMBER 11, 2023

Like several areas of business, strategy planning can come in many forms. To help you find the best resources for strategic planning, we’ll explore some popular models and frameworks and valuable planning, management, and tracking tools. In This Article What Are Strategy Development Models?

Decision-making 52

Decision-making Communication Organization Value Proposition 52

Showpad

MAY 7, 2020

I began my blog series for senior executives in April, driven by COVID19, with the goal of highlighting the value of an integrated sales enablement approach and why it matters more than ever. . And here we run into issues that should be top of mind for every executive: productivity and available selling time. Probably not.

Sales 134

Sales CRM Sales Management Digitalization 134

Envisio

FEBRUARY 1, 2024

This was an extraordinary couple of days. Seated in rows, lecture-style, in a sunny room on the ASU campus, around seventy-five people from across different levels of government and industry sectors learned about three initiatives. These challenges represented twelve critical issues facing America–and beyond–in the immediate future.

Government 52

Government Innovation Leadership Facilitation 52

Planview

SEPTEMBER 18, 2023

By 2025, more than 60% of strategic portfolio leaders will transition from overseeing delivery execution to overseeing value realization as their primary objective. It’s true for all disciplines and describes the project portfolio management (PPM) market for several reasons. The pandemic’s impact on the labor market and the rise in burnout.

Management 52

Management Digital Transformation Decision-making Facilitation 52

Arpedio

DECEMBER 19, 2023

Account-Based Selling Strategy: Key Takeaways Explore the ARPEDIO platform ← Back to blog What exactly is an Account-Based Selling Strategy? In this comprehensive guide, we delve into the nuts and bolts of Account-Based Selling, a strategy that has revolutionized the sales process for countless businesses.

Decision-making 52

Decision-making Account Planning CRM Marketing 52

Hubspot Sales

MAY 12, 2023

Fortunately, most hiring managers stick to many of the same executive assistant interview questions and themes. An executive assistant (EA) is by nature a personal job where fit is essential — I know because that was my first job out of college. Dive into these questions to prepare yourself for your next executive assistant interview.

Software 103

Software Software Shareholders Communication 103

Shapecast

AUGUST 7, 2020

As we start to recover and survey the impact that lock down has caused, most of us are focused on planning what next. For many industries, this will be a time of great challenge, but with any great challenge, there is opportunity for the brave and the agile. A strategic opportunity management methodology. Align stakeholders.

Management 52

Management Suppliers Stakeholders Digital Transformation 52

Arpedio

FEBRUARY 14, 2024

Welcome to our comprehensive guide on strategic account planning – a vital practice for businesses looking to achieve long-term success and foster strong customer relationships. In today’s competitive landscape, having a well-defined account plan is essential to effectively manage key accounts and drive growth.

Account Planning 52

Account Planning Account Management Value Proposition Stakeholders 52

Arpedio

FEBRUARY 14, 2024

Welcome to our comprehensive guide on strategic account planning – a vital practice for businesses looking to achieve long-term success and foster strong customer relationships. In today’s competitive landscape, having a well-defined account plan is essential to effectively manage key accounts and drive growth.

Account Planning 52

Account Planning Account Management Value Proposition Stakeholders 52

AchieveIt

JULY 10, 2023

The healthcare systems that led their growth did so by developing strategic plans that took changing market dynamics, consumer preferences, regulations, and other forces into account. Creating those first retail clinics was undoubtedly the result of careful planning. But maintaining an SSOT is not always easy.

Retail 52

Retail Healthcare Decision-making Stakeholders 52

PandaDoc

MARCH 4, 2024

A virtual data room , or VDR, is a secure, online space acting as a repository of a company’s documentation, and serves as a virtual hub where company users share real-time information with other investors, clients or stakeholders when executing investment banking deals. What is a data room for investment banking?

Banking 52

Banking Investors Acquisition Stakeholders 52