Nutshell

MARCH 25, 2024

We’ve created this customer onboarding guide to kickstart your onboarding strategy and create a process that reduces churn and delights customers. 3 types of client onboarding The 8 steps of an effective client onboarding process What is client onboarding? Table of Contents What is client onboarding? Find out here.

Client Onboarding 127

Client Onboarding Onboarding Customer Experience CRM 127

Arpedio

JANUARY 9, 2024

Elevating Account Management Through Metrics and KPIs Explore ARPEDIO's Account Management Software ← Back to blog As companies strive to build lasting relationships with their clients, the need for effective Account Management strategies and tools becomes paramount. Let's talk!

Account Management 52

Account Management Management Client Relationships Account Planning 52

Account Manager Tips

JUNE 29, 2021

How a capture strategy helps avoid competitive bidding Is your client due for renewal? Avoid a bidding war and follow these 10 capture strategy tips to keep your client long before they think of going to RFP. Define price strategy. Decide on your best price, walk away price, and your bargaining strategy.

Suppliers 246

Suppliers Shareholders Stakeholders Decision-making 246

Account Manager Tips

DECEMBER 28, 2022

Read on for my round-up of the best LinkedIn photo tips to get the perfect pic. Get feedback from PhotoFeeler Make the best online impression you can. If you don't have a remote, you use the timer and continuous shot bursts to help you get the best photo. But if you're not, you better do something about it. Use a tripod.

Artificial Intelligence 246

Artificial Intelligence Key Account Management Account Management Management 246

Arpedio

AUGUST 22, 2023

Key account management best practices ← Back to blog In today’s competitive landscape, effectively managing key accounts is not just a strategy: It’s a necessity. The rationale behind this strategy is clear: These key accounts hold a distinct importance for your company.

Key Account Management 52

Key Account Management Account Management Management Onboarding 52

OnStrategyHQ

DECEMBER 20, 2023

A great strategic plan defines where your organization is going, how you’ll win, who must do what, and how you’ll review and adapt your strategy development. Part of that journey is the strategy built during strategic planning, and part of it is execution during the strategic management process.

Value Proposition 98

Value Proposition Facilitation Decision-making Organization 98

Red Star Kim

DECEMBER 2, 2022

Delegates were from large and medium sized legal, intellectual property, accountancy, actuarial, pension and consultancy firms – from the UK but also from the Channel Islands and Portugal – with some supporting up to 12 jurisdictions. Thanks to all the delegates for their enthusiastic participation and for the support of Morag Campbell.

Marketing 130

Marketing Communication Meetings Strategic Thinking 130

Brooks Group

NOVEMBER 8, 2023

A sales strategy is the answer to a simple question: ‘Why am I doing the things I’m doing?’ And to win those deals, you need to coordinate the best mix of inbound and outbound sales tactics. And to win those deals, you need to coordinate the best mix of inbound and outbound sales tactics. Imagine you’re on a journey.

Supply Chain 74

Supply Chain Sales Sales Training Organization 74

Arpedio

OCTOBER 17, 2023

How to build a winning account management team Account Management Software ← Back to blog A winning account management team can be your secret weapon to supercharge your company’s growth and customer satisfaction. But how do you assemble, nurture, and lead a high-performing account management team?

Account Management 52

Account Management Management Client Relationships Emotional Intelligence 52

Brooks Group

OCTOBER 24, 2023

A sales training initiative can be one of the most impactful things you can do to improve your organization’s success. Follow these 4 keys to maximize the ROI of your sales training reinforcement program and improve the performance of your sales team. What is a Sales Training Reinforcement Program?

Sales Training 74

Sales Training Sales Decision-making Sales Management 74

Red Star Kim

JUNE 1, 2023

In May we welcomed delegates from legal, accounting and consulting firms at manager and executive levels to a PM Forum workshop on pitching. A key theme that often arises in pitching is how to differentiate. There is more information on branding theory Book review – Managing Brands (kimtasso.com).

Value Proposition 130

Value Proposition Innovation Marketing Media 130

PandaDoc

APRIL 21, 2023

Key accounts are the 20% of accounts that generate 80% of your company revenue. Before attempting to develop a key account management strategy, you must know how to identify these key accounts. Let’s examine what strategic account management is and the best ways to approach it.

Key Account Management 52

Key Account Management Account Management Management Prioritization 52

Hubspot Sales

MARCH 25, 2024

8 of the Most Difficult Types of Prospects (& How to Deal With Them) 1. Mani suggests that “[the] best way to deal with prospects like this is to enforce a sense of urgency. She says, "We've found success by guiding them on how to present a business case. Want more content like this? Subscribe to our newsletter!

Decision-making 106

Decision-making Sales Finance Prioritization 106

Hubspot Sales

APRIL 12, 2023

With proper sales activity management, you can influence sales objectives and business results. When building your strategy, you’ll need to set sales activities goals and track how your team measures up. In this post, you’ll learn tips for managing your team’s sales activity and about the software that can help along the way.

Management 121

Management CRM Sales Software 121

Red Star Kim

APRIL 11, 2023

In early April I facilitated another of MBL’s training workshops on “ Pitch Perfect – How to Prepare & Present Winning Pitches & Tenders” for legal and accounting firms. Producing a great looking document or presentation really quickly is not a great strategy if the win rate isn’t improving.

Government 130

Government Innovation Meetings Finance 130

Arpedio

OCTOBER 20, 2023

Understanding the power of a stakeholder matrix – A comprehensive guide Relationship Mapping Software ← Back to blog In the dynamic landscape of account management, understanding your clients’ needs, expectations, and concerns is paramount to building lasting and mutually beneficial relationships. Let's talk!

Stakeholders 52

Stakeholders Account Management Client Relationships Decision-making 52

Arpedio

JANUARY 25, 2023

Successful Strategic Account Management ← Back to blog There’s no doubt about it: Strategic Account Management is the key to success in today's competitive market. But you need the right tools and processes to unlock the power of Strategic Account Management before you can watch your business soar.

Account Management 52

Account Management Management Account Planning Co-Creation 52

PartnerTap

FEBRUARY 20, 2024

Our 11-Step Co-Sell Transformation Playbook shares the best practices for how to build and scale and high-performing co-selling motion at your company. Change-agent leadership The most critical ingredient for any successful transformation initiative is change-agent leadership. That’s where automation comes in.

Leadership 52

Leadership Suppliers Sales CRM 52

Hubspot Sales

JULY 7, 2019

Are you a B2B account manager or sales executive who is serious about account-based sales or account-based marketing (ABM)? To win new business and grow key accounts, account managers and sales executives must become thoroughly invested in their customer’s challenges, goals, and competitive landscape.

Account Planning 119

Account Planning Co-Creation Account Management Negotiation 119

ClearPoint Strategy

SEPTEMBER 8, 2021

Have you ever initiated a project you were sure would be a huge success, but that never reached its potential because deadlines were missed and budgets were busted? This is where the value of good project management becomes clear. Waterfall is one of the simpler strategies to implement and is ideal for short, uncomplicated projects.

Management 98

Management Construction Banking Government 98

ProlifIQ

FEBRUARY 8, 2023

QBRs and Salespeople: The Key to True Customer Success and Growth There are certain truths to life that cannot be disputed. A quarterly business review is typically an event that takes place over the span of a few days to a week where sellers and a customer success manager come together to align on all of their key accounts.

Account Planning 52

Account Planning CRM Customer Success Decision-making 52

ProlifIQ

NOVEMBER 15, 2022

You need a process in place that’s built for success. You need a comprehensive account management strategy. . With fewer large companies open to purchasing technology at this moment, it’s critical to understand these things when enterprise selling: Who are your top strategic accounts? . Don’t know?

Account Management 52

Account Management Stakeholders CRM Key Account Management 52

Flevy

MARCH 20, 2024

They allow us to cut through noise, zero in on the key issues, and facilitate the development of insightful recommendations. The importance and usefulness of business frameworks in the consulting world—especially among the global strategy firms—cannot be overstated.

Digital Transformation 52

Digital Transformation Digitalization Artificial Intelligence Government 52

Arpedio

MAY 23, 2023

6 Key Steps to Get Started With Proper Sales Coaching​ 7. 6 Key Steps to Get Started With Proper Sales Coaching​ 7. They may also assist with sales strategy development, territory management, and time management. Stay tuned as we dive into the bits and pieces of effective sales coaching. Table of Contents 1.

Sales 52

Sales Account Management Stakeholders CRM 52

Arpedio

APRIL 13, 2023

Stakeholder Management: A Must Read Guide ← Back to blog Stakeholder management refers to the process of identifying, understanding, and engaging with individuals or groups who have a stake or interest in a project, initiative, or organization. What is Stakeholder Management? How to Identify Key Stakeholders in an Account 5.

Stakeholders 52

Stakeholders Management Shareholders Suppliers 52

ClearPoint Strategy

DECEMBER 10, 2021

Every organization must make a big strategy shift at some point or another to stay at the forefront of its industry. Successfully shaping and executing a new strategy is challenging, but there are a few standout examples we can all learn from. In 2012, Best Buy had plummeting profits, sales, and stock prices.

Organization 98

Organization Computers and Electronics Banking Government 98

Arpedio

NOVEMBER 6, 2023

Sales automation software: The ultimate guide Explore the ARPEDIO platform ← Back to blog In today’s fast-paced business landscape, sales teams face numerous challenges in managing accounts, seizing opportunities, and nurturing relationships with stakeholders. Sales, a pivotal function in any organization, is no exception.

Software 52

Software Software Sales Artificial Intelligence 52

Flevy

MARCH 26, 2024

They allow us to cut through noise, zero in on the key issues, and facilitate the development of insightful recommendations. The importance and usefulness of business frameworks in the consulting world—especially among the global strategy firms—cannot be overstated. Stage : Breaking down the customer journey into distinct stages (e.g.,

Customer Experience 52

Customer Experience Digitalization Digital Transformation Organization 52

Hubspot Sales

AUGUST 10, 2020

What does it really take to be successful in sales? Well, the answer to that question largely depends on what your definition of success is. A salesperson’s definition of success is often influenced by the environment they work in, the greater goals of their organization, and their own personal drives and tendencies.

Sales 143

Sales Negotiation Communication Leadership 143

Envisio

AUGUST 1, 2023

Having a publicly-available performance dashboard is one the best ways that local governments can build trust with the community and elected officials while engaging employees. You’ll see that the very best local government dashboards tell a story. You’ll see that the very best local government dashboards tell a story.

Government 98

Government Decision-making Co-Creation Finance 98

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. When your email arrives at the top of your prospect's inbox at a time that aligns with their schedule, you increase your email success rate.

Account Planning 117

Account Planning Sales CRM Prioritization 117

SalesGlobe

NOVEMBER 19, 2021

As you conduct your business planning for the new year think about the organization’s growth objectives and sales strategy, does your attention turn to questions like: “Is the sales compensation plan really working?” As the company’s markets and strategies change so should the sales strategy, coverage, and compensation.

Sales 96

Sales Supply Chain Acquisition Organization 96

ClearPoint Strategy

SEPTEMBER 6, 2021

Good financial management is key to realizing an individual community’s vision, and the budget is among the primary tools guiding that pursuit. Not only does it help maintain financial accountability for local leaders, but it also represents plans for the future of the community at large.

Government 95

Government Negotiation Decision-making Finance 95

Miller Heiman Group

APRIL 13, 2020

Sales managers normally face a trifecta of shifting demands from buyers, their direct reports and their organization. The COVID-19 pandemic gives sales managers the perfect opportunity to work toward transforming into more capable leaders. Shift From a Sales Manager’s Mindset to Sales Leader’s Mindset. Get the Study.

Sales Management 110

Sales Management Management Sales Decision-making 110

OnStrategyHQ

MAY 16, 2021

Phase 4: Executing Strategy and Managing Performance. Executing your strategic plan is as important, or even more important, than your strategy. You remain in this phase of the strategic management process until you embark on the next formal planning sessions where you start back at the beginning. Strategy Review agendas.

Management 93

Management Decision-making Meetings Facilitation 93

Hubspot Sales

FEBRUARY 24, 2020

Even if you aren’t a seasoned social media manager, you are probably more social media savvy than you think. While your marketing team does a great job maintaining your brand’s overall presence on social, implementing social media into your sales strategy can lead to impressive results. Implement the tactics below instead.

Media 132

Media Sales B2B B2C 132

Hubspot Sales

JUNE 9, 2023

Even though disciplines like medical sales may need a degree, there are many other sales jobs that don't require one,” says Doug Brown, CEO of Sales Strategies. Working as a salesperson makes you accountable for identifying , qualifying , closing , maintaining , and growing new and existing business opportunities. See what they said.

Sales 110

Sales Insurance Decision-making Transportation 110