Upland

MAY 18, 2023

Account planning and effective account management strategies are about much, much more than your key accounts. These will be integral when building out an account plan that enables sellers to achieve their desired outcomes. This is why so many attempts at effective account planning go wrong.

Key Account Management 195

Key Account Management Account Management Management Account Planning 195

Planview

APRIL 24, 2024

Nothing frustrates software developers more than working hard on something that never ends up providing value. The Six Hidden Costs of Software Development Resource waste is a pervasive issue that can significantly hinder productivity, efficiency, and the achievement of business goals.

Software 52

Software Software Prioritization Communication 52

Upland

OCTOBER 21, 2022

Account planning has never been so necessary – or so challenging – to get right. When used effectively, account planning benefits businesses by delivering more revenue, happier customers, and more effective sales teams. . But what exactly is account planning, and why is it so important in 2023? . What is Account Planning?

Account Planning 195

Account Planning Leadership Software Software 195

Upland

FEBRUARY 29, 2024

Sales leaders often find that commitment to change is the single most important ingredient in a successful account planning practice. When it comes to account planning, change is inevitable. A key piece to accomplishing that simplified approach is an effective change management plan, and consistent ongoing execution.

Account Planning 195

Account Planning Management Leadership Organization 195

Red Star Kim

NOVEMBER 13, 2023

Private client management and marketing: Business plans, recruitment, assessments and automation. Core challenges for private client law leaders The core challenges identified throughout the day were the interlinked topics of business plans, recruitment, assessments and automation. 10 reasons why (kimtasso.com).

Business Planning 147

Business Planning Emotional Intelligence Marketing Management 147

OnStrategyHQ

DECEMBER 20, 2023

The Strategic Planning Process in 4 Steps To help you throughout our strategic planning framework, we have created a how-to guide on the basics of a strategic plan, which we will take you through step-by-step. Free Strategic Planning Guide What is Strategic Planning?

Value Proposition 98

Value Proposition Facilitation Decision-making Organization 98

Strategic Planning and Management Insights

MARCH 6, 2023

SME Strategy is a strategy consulting firm that specializes in helping organizations align their teams and operations around a shared vision, mission, values, goals, and action plans. The success of your organization is heavily reliant on its ability to effectively implement its strategic plan.

Management 98

Management Decision-making Facilitation Software 98

Envisio

MAY 24, 2023

The answer is your city’s strategic plan. The strategic plan of a city determines what visions you bring to life, and how you intend to do it. A city strategic plan defines a vision for everyone to rally around, keeps employees engaged, and provides a sense of direction for community members.

Government 98

Government Transportation Stakeholders Leadership 98

OnStrategyHQ

DECEMBER 21, 2023

Your strategic plan is like a flight of stairs. A gap analysis is not merely a 2-step process that focuses on where the organization is now versus where you want it to be in the future, but a fully thought-out action plan to elevate your organization. Importance of gapanalysis to strategic planning.

Software 52

Software Software Construction Organization 52

Envisio

JUNE 28, 2023

Strategic planning is a key tool for running an effective public sector organization. When done correctly, it turns today’s vision into tomorrow’s reality–but in order to meet the goals in the plan efficiently, these organizations need a management reporting system that helps them implement their plan.

Management 92

Management Government Stakeholders Decision-making 92

Envisio

DECEMBER 19, 2023

But identifying your strategic priorities, and aligning your leadership and key stakeholders behind them, is just the beginning. When you know exactly what you’re working toward, and have a feasible action plan in place to reach your goal, it instills confidence and a sense of purpose in your teammates and the stakeholders.

Stakeholders 98

Stakeholders Construction Government Organization 98

Red Star Kim

DECEMBER 5, 2023

CRM and Marketing Automation Software for SMBs | Act! Microsoft Dynamics 365 CRM Software | Infor CRM SLX (In 2014, Infor acquired Saleslogix from Sage) What is Intapp CRM? Ideas on how to spend any “free” time ranged from competitor and analytics analysis to business plans for teams although some mentioned getting up to date on admin.

CRM 130

CRM Marketing Interpersonal Skills Client Relationships 130

ClearPoint Strategy

JULY 28, 2021

During your strategic planning process, there are a lot of puzzle pieces to fit together. It’s an incredibly effective and useful tool to put in play during both the strategic planning and execution processes. Norton as part of their Balanced Scorecard framework for strategic planning and management.

Value Proposition 98

Value Proposition Software Software Government 98

Flevy

FEBRUARY 25, 2024

Strategic Planning is the quintessential Strategy function that involves setting objectives, analyzing competitive environments, assessing internal capabilities, and devising actionable strategies. The role of Strategic Planning is pivotal across industries, serving as a guiding beacon for decision-making and resource allocation.

Supply Chain 52

Supply Chain Management Digital Transformation Decision-making 52

AchieveIt

JANUARY 2, 2024

Or perhaps you use an obscure planning tool that only you, the strategy leader, fully comprehend? A user-friendly, intuitive system that streamlines strategic planning and execution. A quick and simple onboarding process A seamless onboarding process for a strategic planning and execution tool is more than a convenience.

Organization 52

Organization Government Onboarding Transportation 52

Planview

FEBRUARY 29, 2024

These challenges underscore the complexities inherent in managing and evolving the technological framework of automotive software. An aging codebase adds further complexity, introducing potential quality issues as well as hurdles in upgrading and optimizing software.

Prioritization 59

Prioritization Innovation Suppliers Manufacturing 59

Envisio

SEPTEMBER 29, 2023

When it comes to local governments and strategic planning, we often think of big cities with vast resources and complex challenges. However, the art of strategic planning takes on a unique and subtly intricate character when applied to small towns. Strategic Plans for Small Towns: What Makes It Different?

Energy and Utilities 52

Energy and Utilities Government Prioritization Decision-making 52

Brooks Group

DECEMBER 1, 2023

Put simply, strategic account management is all about responsiveness, problem-solving, customer satisfaction, and building long-term relationships that lead to additional revenue. Strategic Emails – Number of emails sent to offer best practices, strategic advice, consulting, etc. Watch the video below to learn more.

Account Management 93

Account Management Management Account Planning Sales Training 93

Envisio

MAY 10, 2023

“The best laid plans of mice and men often go awry.” ” — Robert Burns Strategic goals in the public sector tend to be ambitious, dynamic, and come with many moving parts. Many strategic plans fail at the action or implementation stage … meaning, the part where those plans become fully realized!

Government 52

Government Stakeholders Decision-making Software 52

ProlifIQ

APRIL 21, 2023

Account Planning Growth Strategy For businesses looking to grow their revenue and achieve their goals, an effective account growth strategy is essential. This strategy involves developing a comprehensive plan to manage and grow the customer accounts that are critical to the business’s success.

Account Growth 52

Account Growth Account Planning Key Account Management Account Management 52

Planview

OCTOBER 28, 2021

PMOs are in a state of transition: ever shifting to support different teams, ways of working, strategic objectives, transformation programs, priorities, and more. Managing this level of complexity and constant change requires a modern approach to PPM – one that positions the PMO to become a more strategic creator of business value. “

Government 105

Government Facilitation Stakeholders Decision-making 105

AchieveIt

MARCH 22, 2023

Corporate strategic planning is essential to businesses and one of the basics of a business plan. However, setting strategic goals is more complex than writing them down during a board meeting. In This Article What Is Corporate Strategic Planning?

Software 52

Software Software Communication Organization 52

ProlifIQ

MARCH 30, 2023

Account Planning Template for B2B Sales Teams You can steal the key account plan template we use with customers here. We’ll cover each part including: Business Overview Objectives & goals Relationship Mapping White Space (Expansion) Action Introduction: What is Account Planning?

Account Planning 98

Account Planning Key Account Management Account Management Stakeholders 98

Clarity Engagement Solutions

FEBRUARY 7, 2022

It directly supports our 4 Zones™ of Customer Engagement technology and is the 1st Industry Cloud Solution software on Salesforce Lightning to focus exclusively on Strategic Customer Engagement for organizations and field teams calling on key accounts. That’s where Clarity CX1™ comes in. Longer sales cycles. • Longer sales cycles. •

Stakeholders 91

Stakeholders Decision-making Account Planning Prioritization 91

Planview

AUGUST 18, 2023

Effective strategic portfolio management (SPM) can increase revenue, market share, and speed of innovation – especially when paired with the right SPM software. Strategic portfolio management is designed to drive today’s complex, cross-functional initiatives. Strategic portfolio management’s focus on outcomes differs from PPM.

Management 52

Management Prioritization Software Software 52

ClearPoint Strategy

JANUARY 9, 2024

We've made it to the top of G2 Crowd's Leaderboard for Strategic Planning Software!

Software 52

Software Software 52

AchieveIt

NOVEMBER 28, 2023

How data has evolved the decision-making process Unlike the ambiguous process of the past, where decision-making felt like navigating in the dark, today’s strategic leaders rely on data for crucial insights. When crafting their strategic plans, organizations establish precise objectives.

Decision-making 52

Decision-making Banking Government Organization 52

QYMATIX

MARCH 26, 2024

Customer Relationship Management is a strategic approach to improving a company’s and its customers’ relationship. It is important to note that a system like CRM is not just a software solution but a holistic strategy encompassing all aspects of customer interaction. Such software supports profitable growth.

Management 52

Management Artificial Intelligence CRM Software 52

Zendesk

NOVEMBER 16, 2023

What is a workforce planning template? A workforce planning template is a guide that helps a business align its workforce with future goals and objectives. Workforce planning templates set businesses up for success by aligning organizational goals with business needs.

Organization 52

Organization Software Software Stakeholders 52

Arpedio

JANUARY 5, 2024

Central to this quest is the art of strategic account planning , a methodical approach that marries sales strategy with customer relationship management to foster business growth. A strategic account plan aids in understanding the intricate needs of clients.

Account Planning 52

Account Planning Value Proposition Account Management Sales 52

AchieveIt

MARCH 14, 2023

Local government entities can use strategic planning to ensure various priorities and goals are met, develop effective strategies and tactics to reach those goals, and hold the municipality accountable to itself and the community. Strategic planning requires significant time and effort to see real benefits in your community.

Government 52

Government Software Software Meetings 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

PandaDoc

MARCH 4, 2024

Raising capital VDRs provide a secure and organized platform for presenting financial documents, business plans, and other sensitive information to potential investors. For example, stakeholders involved in M&As and strategic partnerships require the ability to conduct impeccable due diligence.

Banking 52

Banking Investors Acquisition Stakeholders 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. According to research by McKinsey, 91% of strategy leaders reported being assigned other functions beyond core strategic management.

Digital Transformation 52

Digital Transformation Decision-making Organization Prioritization 52

ClearPoint Strategy

JULY 28, 2021

The VRIO framework is a strategic analysis tool designed to help organizations uncover and protect the resources and capabilities that give them a long-term competitive advantage. Whether you have one or many sustainable competitive advantages, a VRIO analysis will help you identify and leverage them as part of your strategic plan.

Decision-making 98

Decision-making Organization Software Software 98

Arpedio

OCTOBER 24, 2023

SWOT analysis: A comprehensive guide and template Account Management Software ← Back to blog In this comprehensive guide, we’ll delve deep into the world of SWOT analysis. Join us on a journey that unravels the art of strategic decision-making, one SWOT quadrant at a time. Table of Contents What is a SWOT analysis?

Decision-making 52

Decision-making Account Management Prioritization Software 52