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

Red Star Kim

JUNE 27, 2023

The delegate aims, poll results and key takeaways are shown below. Expectations – Help fee-earners understand what input is required from them (roles and responsibilities), the likely investment and a realistic time-frame for results. You can then build risk management, mitigation and acceptance into the plan.

Leadership 130

Leadership Management Stakeholders Communication 130

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

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

AchieveIt

JULY 24, 2023

Some focus on contextual updates, while others emphasize metric-driven results. The sheer disparity in reporting styles and information makes it difficult for the strategy leader to compile a cohesive picture of the organization’s progress, which hinders their ability to make informed decisions.

Decision-making 52

Decision-making Facilitation Government Stakeholders 52

AchieveIt

JULY 10, 2023

You’ve invested significant time and resources in developing a strategic plan, and now you’re eager to track its progress and evaluate its impact. Naturally, you want to keep a close eye on the execution and measure the results. But it doesn’t have to be this way.

Decision-making 52

Decision-making Stakeholders Meetings Facilitation 52

OnStrategyHQ

APRIL 24, 2023

As your organization begins to sketch out what your strategic plan might look like, it’s likely to come to your attention that you’ll need to gain consensus around what your key performance indicators will be and how they will impact your organization. Third thing, we actually run a report on this data. Happy strategizing.

Profitability 105

Profitability Publishing CRM Insurance 105

ClearPoint Strategy

FEBRUARY 8, 2023

ClearPoint is the only management reporting software that automates more than 70% of the reporting process for you—so you can focus on strategy. If you hope to have any chance of accomplishing your organization’s ambitious goals, you need to spend more time executing plans and less time on managing the reporting process.

Software 52

Software Software Management Decision-making 52

OnStrategyHQ

NOVEMBER 29, 2022

An entirely new planning workflow. It’s never been easier to build a plan and measure if it’s delivering results. We can’t wait for you to see the completely redefined OnStrategy Strategic Planning software. Update #1: Planning and Annual Refreshes Reinvented. More automation.

Software 52

Software Software Organization Meetings 52

OnStrategyHQ

JUNE 18, 2021

How do you adopt an agile planning process? A StrategySprint TM is is a 90-day strategic performance cycle used to connect your long-term vision to weekly activities. In each 90-day sequence, you set quarterly focus, review results monthly, then review and refresh your plan at the end of each cycle. 3 Monthly Check-ins.

Publishing 98

Publishing Meetings Performance Review Organization 98

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

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. The process requires careful evaluation and analysis to garner the best business results.

Software 52

Software Software Communication Organization 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

DECEMBER 21, 2021

Some hospitals and healthcare organizations believe that’s a reason to avoid strategic planning—because the change lurking just around the bend is sure to derail even the best-laid plans. Looking for some examples of healthcare strategic plans? Strategic Management In Healthcare: What is it?

Healthcare 52

Healthcare Management Decision-making Software 52

PandaDoc

FEBRUARY 23, 2024

Lead management focuses on achieving sales goals in the short to medium term, while opportunity management is more about leveraging strategic relationships to achieve long-term growth goals. Automation is fundamental to building a robust sales pipeline ; document management tools fused with CRM software accelerate this process.

Management 52

Management CRM Sales Decision-making 52

Hubspot Sales

JUNE 6, 2019

The result? A career and career path that draws heavily on your ability to think critically, analyze complex data, and communicate your results clearly to peers and executives. This role might also be more client- or management-facing, sharing the results of a whole team of analysts. Financial Analyst. Sales Operations Manager.

Supply Chain 114

Supply Chain Finance Sales Account Management 114

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

Strategic Communications

FEBRUARY 21, 2024

Productivity and Efficiency Streamlining Content Creation GenAI has been reported to decrease the workload for content creators by up to 60%, mainly by automating repetitive tasks such as data analysis, content drafting, and design work. In 2023, Politico reports, 3087 digital, broadcast and print news jobs were lost.

Publishing 52

Publishing B2B Communication Digitalization 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. A strategic plan without measurable objectives is no strategic plan at all.

Energy and Utilities 52

Energy and Utilities Decision-making Innovation Business Planning 52

OnStrategyHQ

MAY 13, 2021

The short answer is these meetings are focused on gathering your team to review your organization’s holistic strategic performance to keep the momentum on strategy execution. In fact, they’re also essential to the success of your strategic planning for a few key reasons. START YOUR PLAN. Time Required.

Meetings 69

Meetings Brainstorming Software Software 69

CMOE

JUNE 14, 2023

Trakstar Trakstar is a reporting, goal-setting, and reminder software. Over 3,000 companies use Trakstar to eliminate manual performance-related processes with innovative software. Coaching, feedback, and training resources in the Bambee software help fulfill that goal.

Management 52

Management Performance Review Software Software 52

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

OnStrategyHQ

JULY 13, 2023

Book Your Demo Call At OnStrategy, we are serious about being your partners to help identify strategic moves and set your vision into action with an actionable strategic plan to consistently achieve 80% of your goals. We’ve spent the last 20 years building plans and a methodology to make it happen.

Decision-making 40

Decision-making Leadership Software Software 40

Arpedio

JANUARY 5, 2024

At the heart of every thriving enterprise lies a keen focus on business relationship optimization , a task achieved through strategic roles that many might find overlapping—Account Management and Customer Success. While both functions are instrumental in driving organizational growth, distinguishing their unique contributions is fundamental.

Account Management 52

Account Management Customer Success Management Energy and Utilities 52

Hubspot Sales

APRIL 3, 2019

So, what's the plan? Or should I say, what's the strategic plan? But, with strategic planning, businesses can increase productivity, profitability, and increase their longevity by creating a clear plan for the future. Does strategic planning sound too good to be true? Strategic Planning.

Stakeholders 107

Stakeholders Sales Software Software 107

ClearPoint Strategy

MAY 24, 2021

Result They can complete monthly updates in half the time after cutting the number of steps in their reporting process by 50%. One ClearPoint customer, an electric cooperative, had wanted to develop its strategic planning process and hone its metric and project management tracking processes for years.

Management 94

Management Leadership Decision-making Government 94

Hubspot Sales

NOVEMBER 22, 2023

If you're in sales, this result shouldn't be a big surprise. Below we'll delve into why CRMs are an important sales tool, using data from our State of Sales Report, as well as how they can revolutionize your sales strategy. This is where Customer Relationship Management (CRM) software comes into play.

CRM 101

CRM Decision-making Sales B2C 101

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

Planview

JULY 26, 2023

As chatbots pervade all aspects of our digital lives — from banking to education to shopping — those who plan and run projects for a living will expect the same intelligence, ease of use, and real-time explanations from our project management solutions. The Power of Chatbots Chatbots have been around for a while.

Management 52

Management Software Software Banking 52

OnStrategyHQ

MAY 16, 2021

Download the Complete Guide to Strategic Planning today. Executing your strategic plan is as important, or even more important, than your strategy. Critical actions move a strategic plan from a document that sits on the shelf to actions that drive organizational growth. Planning Team. Execution plan.

Management 93

Management Decision-making Meetings Facilitation 93

AchieveIt

FEBRUARY 9, 2023

In simple terms, let’s define strategy vs. tactic: Strategy: A strategy provides a well-defined destination for your business, including specific long-term objectives and your plan to achieve them. They are also known as strategic initiatives. For successful strategic planning, businesses can’t have one without the other.

Government 52

Government Innovation Decision-making Communication 52

Hubspot Sales

JULY 22, 2020

In reality, sales professionals and managers need to have access to the best available sales planning tools to help them boost sales productivity and close more and bigger deals. LivePlan, a leading business planning and tracking software, makes business planning, budgeting, forecasting, and performance tracking for small businesses simple.

Account Planning 118

Account Planning Sales CRM Prioritization 118

OnStrategyHQ

JUNE 14, 2023

At OnStrategy, we are serious about being your partners to help identify strategic moves and set your vision into action with an actionable strategic plan to consistently achieve 80% of your goals. We’ve spent the last 20 years building plans and a methodology to make it happen. Happy strategizing!

Decision-making 40

Decision-making Leadership Software Software 40

OnStrategyHQ

JUNE 14, 2023

At OnStrategy, we are serious about being your partners to help identify strategic moves and set your vision into action with an actionable strategic plan to consistently achieve 80% of your goals. We’ve spent the last 20 years building plans and a methodology to make it happen. Happy strategizing!

Decision-making 40

Decision-making Leadership Software Software 40

Hubspot Sales

JULY 27, 2023

Analyze data and create reports. Mostly, strategic and administrative tasks like: Participating in internal meetings. Mostly, strategic and administrative tasks like: Participating in internal meetings. Drafting up sales reports. Traveling and preparing expense reports. Conduct research on their prospects.

Leadership 91

Leadership Artificial Intelligence Decision-making Healthcare 91

ClearPoint Strategy

DECEMBER 2, 2021

KPIs are a much talked-about but frequently underutilized business tool; few companies implement them with the level of rigor required to produce good results. Those few are the ones to concentrate on—they are the key performance indicators, or KPIs, that relate to your strategic business goals. Some metrics are just that— metrics.

Cybersecurity 105

Cybersecurity Decision-making Meetings Software 105