ClearPoint Strategy

JUNE 28, 2021

Objectives & Key Results, or the OKR framework, may have catapulted to fame thanks to its association with certain legendary tech companies, but it has remained a popular strategy management methodology because it actually works. 4 OKR Examples. One important thing to remember about OKRs is that the key results must be measurable.

Government 69

Government Healthcare Profitability Acquisition 69

ClearPoint Strategy

JUNE 28, 2021

Objectives & Key Results, or the OKR framework, may have catapulted to fame thanks to its association with certain legendary tech companies, but it has remained a popular strategy management methodology because it actually works. 4 OKR Examples. One important thing to remember about OKRs is that the key results must be measurable.

Government 52

Government Healthcare Profitability Acquisition 52

Hubspot Sales

MAY 17, 2019

In sales operations, having a clearly defined strategy will help your organization plan for the future, set goals, and achieve goals. Strategic planning is used to set up long-term goals and priorities for an organization. A strategic plan is a written document that outlines these goals. B: Bracing.

e-Learning 117

e-Learning Suppliers Organization Sales 117

OnStrategyHQ

DECEMBER 21, 2023

This ultimately allows business to outline clear and realistic goals that they can meet incrementally to achieve sustainable, long-term success. A Place to Hunt for Goals A gap analysis helps organizations determine realistic goals and define what is achievable. A gap analysis works best when your goals are specific.

Software 52

Software Software Construction Organization 52

OnStrategyHQ

DECEMBER 20, 2023

Strategic Planning is when organizations define a bold vision and create a plan with objectives and goals to reach that future. Organizations benefit from having a flexible plan that can evolve, as assumptions and goals may need adjustments. Questions to Ask: What do you do well (in sales, marketing, operations, management)?

Value Proposition 98

Value Proposition Facilitation Decision-making Organization 98

ClearPoint Strategy

APRIL 12, 2021

It’s a beautiful thing when an organization has hundreds, thousands, or even tens of thousands of employees all pulling in the same direction to achieve shared goals. Essentially, it centers on creating a set (anywhere from two or six) of organizational objectives, which are then used as guideposts for creating individual employee objectives.

Management 40

Management Finance Software Software 40

PandaDoc

MARCH 9, 2024

Monday.com for Sales Teams Monday.com’s integration with Slack will allow your channel members to get notified whenever there’s an update on a project. Not only that, you can even set reminders for due dates, create sales assignments in Slack, and copy updates on different channels (e.g., The best part?

Co-Creation 52

Co-Creation Communication Meetings Onboarding 52

OnStrategyHQ

APRIL 24, 2023

These are those things that are associated with either goals or objectives, whatever you’re calling them, those elements of your plan that are the expressions of what you want to achieve by when those quantifiable outcome-based statements. So KPI’s answer the quantifiable piece of your goals and objectives. And the idea is 22%.

Profitability 105

Profitability Publishing CRM Insurance 105

Planview

MAY 20, 2022

It’s when you put your carefully crafted plan into action by: Setting milestones Dividing work into deliverables and tasks Assigning work across teams Establishing workflows, processes, and communication patterns Monitoring project progress across teams and jumping in when problems occur . Set Priorities and Identify Dependencies.

Stakeholders 59

Stakeholders Prioritization Remote Working Decision-making 59

SmartKarrot

JUNE 24, 2020

It starts with setting specific OKRs for customer success. In this blog, we’ll delve deeper into the process of setting up effective OKRs for customer success. For instance, your sales reps and customer service executives may not be on the same page. In other words, you need OKRs for customer success.

Customer Success 10

Customer Success Prioritization Decision-making Onboarding 10

SmartKarrot

JANUARY 19, 2023

Be adherent to queue volume and meet weekly SLA metric goals. Maintain ownership of a portfolio of customers, developing relationships across a broad set of stakeholders while supporting existing teams to drive adoption and retention. Build sustainable relationships of trust through open and interactive communication.

Customer Success 19

Customer Success Insurance Stakeholders Software 19

ClearPoint Strategy

AUGUST 2, 2021

It opens with an account of the day he visited “young” Google in 1999—the day he presented an ambitious goal-setting practice called OKRs that would, he told the assembled group, “guide you to the mountaintop.” All these years later, it’s pretty clear this OKR system worked. Chapter 1: What’s An OKR?

Publishing 98

Publishing Organization Management Communication 98

SmartKarrot

OCTOBER 19, 2022

Setting Customer Success strategy and defining OKRs. Partnering with the Sales and Product teams to define product goals and Tread’s roadmap. Work with the sales team to develop in-depth analytical account plans providing input on communication strategy and usage statistics.

Customer Success 19

Customer Success Onboarding Client Onboarding Banking 19

SmartKarrot

MARCH 21, 2023

Lead a group of customer success managers and make sure they are working towards the same goals. By creating and implementing Objectives and Key Results (OKRs), leading the Customer Success division, and assembling, developing, and leading a world-class team. Must be able to multitask in a busy, dynamic setting.

Customer Success 19

Customer Success Stakeholders Onboarding Facilitation 19

SmartKarrot

OCTOBER 25, 2021

Build the process of working with SheerID’s largest customers and partner with Sales in developing a roadmap for revenue growth and retention. Partner with EMEA Sales Leadership to develop the plan for Customer Success expansion into that region. Own the successful set-up and onboarding of new customers.

Customer Success 19

Customer Success Onboarding Account Planning Customer Experience 19

SmartKarrot

MARCH 23, 2021

Role: Director of Customer Success Location: San Francisco, CA, US Organization: Oura As a Director of Customer Success, you will use quantitative and qualitative feedback to drive product, sales, and operational improvements with leadership teams across the company that enhance the Oura B2B experience.

Customer Success 10

Customer Success Stakeholders Government Leadership 10

Apptivo

OCTOBER 11, 2023

What is sales productivity? Why is sales productivity important? Key Considerations in Choosing the Ideal Sales Tools Software 4. Top 10 Tools to Boost Sales Productivity The Sales sector in businesses is ever-shifting with the newest trends and tactics that raise new challenges annually.

Software 52

Software Software Sales CRM 52

SmartKarrot

JULY 16, 2021

Leading, expanding, and mentoring the Customer Success team members by setting the strategy and prioritizing Objectives and Key Results (OKRs); hiring, training, and developing a world-class team. Partner with the Sales organization to uncover and capitalize on upsell and expansion opportunities.

Customer Success 10

Customer Success Healthcare Stakeholders Onboarding 10

SmartKarrot

JUNE 22, 2021

Drive recurring revenue – by expediting post-sales placement, increasing renewal rates, and reducing customer churn. Exceed key performance metrics and annual goals including product adoption, renewal rates and renewal bookings/churn. Achieve agreed customer usage metrics for the Sensat platform as per the OKRs.

Customer Success 10

Customer Success Acquisition Client Relationships Facilitation 10

OnStrategyHQ

MAY 18, 2021

As you develop your strategy and set your goals, make strategic choices about what to do and not to do. Short-Term Goals and Actions: Specific moves for climbing the sections of rock and ice that confront you right now. Carry over goals from last planning period. Short- and mid-term organization-wide goals.

Organization 96

Organization Facilitation Small Business Marketing 96

ClearPoint Strategy

NOVEMBER 2, 2021

Strategic planning tools, or models, are designed to help organizations’ develop their action plan to achieve their goals. It takes into account your: Objectives , which are high-level organizational goals. A strategy map is a visual tool designed to clearly communicate a strategic plan and achieve high-level business goals.

Stakeholders 145

Stakeholders Software Software Organization 145

SmartKarrot

JUNE 9, 2021

Driving customer lifetime value by defining the customer journey; deploying programs to help drive business value with customers, customer goal achievement, and new features; collaborating across teams to identify and pursue customer growth opportunities. Manage customer issues and bring together the correct resources to resolve issues.

Customer Success 10

Customer Success Stakeholders Onboarding Customer Experience 10

SmartKarrot

JANUARY 27, 2021

This entails becoming a guru on OKRs. Partner with the Sales team for successful post-sale handoffs, successfully set up renewal, and identify upsell opportunities. Work cross-functionally with sales, business intelligence and product teams to develop comprehensive action plans.

Customer Success 10

Customer Success Digital Transformation Publishing eCommerce 10

Account Manager Tips

JULY 28, 2020

Welcome to Part Two where Calin and I continue the conversation about account management as a revenue growth engine for Netguru, goal setting, why your client’s sales teams are your best teachers, recommended resources for account managers and a whole lot more. 25:16 Your client's sales teams are your best teachers.

Account Management 130

Account Management Management Account Planning Organization 130

ClearPoint Strategy

JANUARY 14, 2021

The strategic planning process is about looking forward, outside the immediate future for your organization, to reach a particular set of goals. or “How do I tell if I need OKRs or a SWOT analysis?” your long-term goals and how you’ll achieve them), we’ll be placing a lot of emphasis on the smaller steps (i.e.

Leadership 52

Leadership Decision-making Organization Meetings 52

PandaDoc

MARCH 13, 2023

If you are a business, then you are well aware of what a sales cycle is. These days, there is a tendency toward sales cycles becoming slower. One solution to effectively speeding up your sales cycle is to optimize the sales processes within your company. What is a sales cycle? Sales cycles can be long or short.

Decision-making 52

Decision-making Sales Software Software 52

SmartKarrot

JUNE 9, 2021

You can integrate this data into your customer account journey to track sales activities and optimize the process. Customer success metrics and customer retention requires the right data set. This has led to faster meeting of OKRs. Here in this stage, the goal is to transform the organization with customer success.

Customer Success 10

Customer Success Decision-making Acquisition Management 10

PandaDoc

MAY 24, 2023

Before we zero in on the important qualities of a sales enablement manager, we need to wrap our heads around the very definition of this role. We all seem to know what sales managers, account managers, and business development managers do — but who in the world is a sales enablement manager? What is a sales enablement manager?

Management 52

Management Sales Software Software 52

SmartKarrot

JANUARY 21, 2021

The vision needs to include goals, objectives, high-level discussions, and more info of the product. A strong plan including goals, objectives and more needs to be created to be presented to key stakeholders. Just like sales reps or marketing teams, it is essential to get a separate product management expert. Source: Pat Howe.

Management 11

Management Decision-making Stakeholders Customer Success 11

SmartKarrot

JANUARY 12, 2022

Unlike sales-led businesses, which aim to get a customer from point A to point B in the sales cycle, product-led businesses turn the traditional sales model on its head. These companies used PLG to build an internal userbase before bringing B2B sales to drive revenue. The sales team uses the product to qualify prospects.

B2B 10

B2B Customer Success Onboarding Decision-making 10

ClearPoint Strategy

AUGUST 19, 2021

Objectives are high-level organizational goals. You have a high-level goal in mind, which is your objective. In other words, they allow you to see if you’re meeting your goals.) So, you’ll notice that the top goal of Upward is their financial goal, which is Increase Shareholder Value. In Summary.

Shareholders 98

Shareholders Manufacturing Healthcare Government 98

ClearPoint Strategy

DECEMBER 14, 2020

This entails thinking about the performance of your entire organization as a whole, and considering how to link together your goals at the enterprise, division, and department levels. So, it follows that at this point you’d ask, “How do we manage our performance so that we can achieve our strategic goals?”.

Management 52

Management Decision-making Leadership Software 52

Zendesk

DECEMBER 1, 2020

People should always know what the why is, whether it’s connected to an OKR or company goal,” said Otto. When looking at feedback, ask yourself: What do your customers need you to improve, and how can you improve it to realize transformation goals? Build a transformation roadmap around awareness and preparedness.

Digital Transformation 98

Digital Transformation Digitalization Customer Experience Supply Chain 98

OnStrategyHQ

MARCH 28, 2023

Refresh: What are SMART Goals? SMART is a framework for goals and actions that makes every goal detailed and specific so you can clearly understand what you’re setting out to achieve, how it’s measured, who is responsible, and when it’s due. It’s common knowledge that goals should be SMART.

Onboarding 40

Onboarding Digitalization Profitability Management 40

SmartKarrot

JUNE 11, 2023

The goal of organized project management is to execute the project in the most efficient way through the right use of resources, delegation, communication, and prioritization. Several goals of project management Any project or initiative in the company requires a blend of talent, resources, information, planning, and supervision.

Software 10

Software Software Artificial Intelligence Customer Success 10