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How to Identify Key Accounts: A Quick Guide to Getting it Right

Account Manager Tips

Like Portrait Software, a small client of mine acquired by Pitney Bowes, a global technology company. Portrait Software became a key account, and within 18 months, that partnership led to winning the larger Pitney Bowes business. Is your solution a good fit and does it meet your clients’ needs compared to other suppliers?

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20 Strategic Planning Models to Consider

ClearPoint Strategy

Your company-wide strategy is in place, but entirely ineffective—and you have a hunch that using a strategic planning model (and strategy software ) will make a big difference. There are many ways you can create a Balanced Scorecard, including using a program like Excel , Google Sheets, or PowerPoint or using reporting software.