ClearPoint Strategy

MAY 6, 2021

It’s an age-old business dilemma: You want to grow your business, but aren’t sure where or how to allocate resources to make it happen. If so, you may need to conduct a gap analysis. What is a gap analysis? How are we going to close the gap? What is a gap analysis template?

Banking 52

Banking Manufacturing Government Organization 52

Red Star Kim

JUNE 1, 2023

So it was interesting that one of the poll results showed that over 60% never complete a competitor analysis in support of their pitches (it is possible that their fee-earners led the way here). So here I focus on Pitching, differentiation and competitor analysis. Scenario analysis Sometimes you don’t know who you are pitching against.

Value Proposition 130

Value Proposition Innovation Marketing Media 130

Red Star Kim

FEBRUARY 8, 2024

I’ve summarised the key points here as a supplementary learning resource for the delegates. In my business development competency framework, I place market analysis and targeting as an early core skill. Targeting: Analyse the past There’s an assumption with this approach that future clients will be the same as past and current clients.

Value Proposition 130

Value Proposition Key Account Management Digitalization Sales 130

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. Table of Contents What is a SWOT analysis? This compass is called a SWOT analysis. Let’s dive in.

Decision-making 52

Decision-making Account Management Prioritization Software 52

ClearPoint Strategy

NOVEMBER 12, 2020

The optimal use of time, money, materials, and human resources is perhaps more important in healthcare than in any other industry. One of those methodologies is a gap analysis. Such an analysis is crucial for improving care delivery and outcomes. Here are 108 healthcare metrics to leverage in your gap analysis.

Healthcare 52

Healthcare Energy and Utilities Software Software 52

Account Manager Tips

OCTOBER 18, 2022

Current perception of your performance - any gaps, strengths, lingering issues. Learn the basics of strategic analysis. Understand how the competitive environment and internal resources and capabilities impact performance. Get a glimpse of their vision for the 2023 and how they plan to achieve them. Highly recommended. +

Key Account Management 130

Key Account Management Suppliers Account Management Construction 130

Account Manager Tips

AUGUST 14, 2022

Business Analysis 9. Sales Find the course that's right for you How to identify your skill gaps Define success What goals do you need to achieve? Learn the basics of strategic analysis. Understand how the competitive environment and internal resources and capabilities impact performance. Creativity 2. Persuasion 3.

Key Account Management 246

Key Account Management Account Management Emotional Intelligence Management 246

Account Manager Tips

OCTOBER 12, 2022

Current perception of your performance - any gaps, strengths, lingering issues. Learn the basics of strategic analysis. Understand how the competitive environment and internal resources and capabilities impact performance. Get a glimpse of their vision for the 2023 and how they plan to achieve them. Highly recommended. +

Key Account Management 130

Key Account Management Suppliers Account Management Management 130

Hubspot Sales

JULY 7, 2019

This strategic account plan template will help you: Expand your understanding of your customer’s business, goals, and motivations. Strategic Account Plan Template Layout. In this section, list and describe where you are currently adding value, analyze the ROI of that value, and identify gaps in the value chain.

Account Planning 116

Account Planning Co-Creation Account Management Negotiation 116

ClearPoint Strategy

MAY 24, 2021

I’ve been in this business a long time (over 20 years) and one of my first tips would be to start with a solid strategic planning template instead of trying to start from scratch. Remember, this is not using someone else’s strategy—that is tomfoolery—but rather using a template from which to build a strategic plan for your organization.

Profitability 69

Profitability Leadership Meetings Organization 69

Red Star Kim

MAY 11, 2023

The course also offers a helpful brand creation plan and a brand plan template (brand essence, brand assets, brand protection and brand strategy). Barriers to brand building Barriers include: market conditions and resource management (consistency, capability, continuity, clarity or VRIO – Valuable, Rare, Imitable, Organisation).

Management 130

Management Co-Creation Publishing Leadership 130

Account Manager Tips

MAY 29, 2021

Innovation - effective planning and teamwork improves idea generation, helps make faster decisions and less reliance on templates and cookie-cutter solutions. This is your chance to close the gap between best practice and reality. Competitor analysis How are your competitors placed in the market? Where are the gaps?

Negotiation 130

Negotiation Decision-making Suppliers CRM 130

Account Manager Tips

JUNE 29, 2021

Close any gaps in your solution, meet all commitments and ensure your client is satisfied. Unhappy clients don't renew, so it's important to identify any gaps and how you'll close them. Include a SWOT analysis in your account plan. Assemble your "win team" early to secure the resources and cooperation of people you need.

Suppliers 246

Suppliers Shareholders Stakeholders Decision-making 246

Hubspot Sales

SEPTEMBER 30, 2019

Use a sales training template. Download This Template for Free. A sales training and onboarding plan consolidates role expectations, training timelines, and resources into one place for your newly hired salespeople. This template is pre-filled with the sections you’ll find on most sales training plans.

Sales Training 142

Sales Training e-Learning Onboarding Sales 142

ClearPoint Strategy

MAY 24, 2021

I’ve been in this business a long time (over 20 years) and one of my first tips would be to start with a solid strategic planning template instead of trying to start from scratch. Remember, this is not using someone else’s strategy—that is tomfoolery—but rather using a template from which to build a strategic plan for your organization.

Profitability 52

Profitability Leadership Meetings Organization 52

Insightly

OCTOBER 10, 2023

You can store up to 2,500 records, you get up to 5 email templates from which you can send 10 emails per day. When selecting a CRM, start-ups should be: Assessing the availability of customer support and training resources. If you are operating your business on QuickBooks or Xero an integration there will save time and resources.

CRM 52

CRM Small Business Decision-making Software 52

Insightly

OCTOBER 10, 2023

You can store up to 2,500 records, you get up to 5 email templates from which you can send 10 emails per day. When selecting a CRM, start-ups should be: Assessing the availability of customer support and training resources. If you are operating your business on QuickBooks or Xero an integration there will save time and resources.

CRM 52

CRM Small Business Decision-making Software 52

ProlifIQ

JUNE 21, 2023

Understanding Strategic Account Management You can get our strategic account management template here Strategic account management is the proactive and strategic management of key customer accounts to achieve consistent growth and customer retention. But where do companies often have gaps?

Account Management 52

Account Management Management Account Planning Stakeholders 52

Flevy

MARCH 26, 2024

They help ensure that the analysis is comprehensive and that critical aspects of a problem are thoroughly examined. Strategic Focus : Concentrating on critical customer journeys allows organizations to allocate resources more effectively, targeting areas with the greatest potential for impact.

Customer Experience 52

Customer Experience Digitalization Digital Transformation Organization 52

Red Star Kim

JUNE 16, 2022

This article focuses on the key themes that arose and contributes to the learning resources for delegates. Environmental, competitor, internal and referral analysis and plans help bring a more co-ordinated and focused approach to business development. A starting point – which we explored – was the need for analysis and planning.

Management 130

Management Key Account Management Digitalization Communication 130

Hubspot Sales

JULY 25, 2023

14% of all sales professionals use AI for data analysis and reporting. By flagging leaky funnel points and identifying patterns that lead to higher or lower performance, AI tools can find best practices or gaps where a sales manager can step in to coach. Adapting templates is a little faster, but still requires time and context.

Co-Creation 84

Co-Creation Artificial Intelligence Sales Onboarding 84

Flevy

MARCH 25, 2024

They help ensure that the analysis is comprehensive and that critical aspects of a problem are thoroughly examined. Focused Innovation : Understanding the current stage of the business model allows for more targeted and effective Innovation efforts, ensuring resources are allocated to initiatives that offer the greatest potential for impact.

Innovation 52

Innovation Value Proposition Stakeholders Organization 52

Zendesk

JANUARY 10, 2024

CSAT is a valuable resource because if your customers are happy, you’re likely doing something right. Companies can use this data to identify problematic wage gaps, assess whether their compensation is market competitive and more. Time to hire Time to hire represents the duration it takes to fill a vacant position.

Management 52

Management Decision-making Onboarding Organization 52

PandaDoc

MAY 26, 2022

Generate a target market analysis. Typically, your sales strategy should include the following: Growth and sales goals Key performance indicators (KPIs) and metrics Buyer personas and demographics Sales processes Sales team structure Messaging and positioning details Analysis of the competition and the market Selling methodologies.

Sales 52

Sales Business Planning Acquisition Small Business 52

OnStrategyHQ

MAY 17, 2023

Additional Resources Mission Statement Overview Post 52 Mission Statement Examples that Rock Mission Statement Guide Mission Statement Cheat Sheet [Video] How to Write a Mission Statement Identifying Core Values How Will We Behave? Building a SWOT by Theme: Conducting a comprehensive SWOT analysis.

Organization 40

Organization Brainstorming Leadership Decision-making 40

ClearPoint Strategy

OCTOBER 22, 2021

In business, everyone talks about the importance of the strategy report : We can all agree it’s an essential document that provides an analysis of past performance and insight into the organization’s main objectives, strategies, and risks. Analysis & Insight. 4 Steps Of The Strategy Reporting Process. Data Collection.

Decision-making 98

Decision-making Stakeholders Software Software 98

OnStrategyHQ

SEPTEMBER 23, 2021

At minimum, tap into the free(ish) resources we’ve provided. Use the canvas on the last page of the Growth Strategy Guide as a template. When you lose, why, and if/how you can close that gap. Depending on your growth potential and size, you may choose to spend a few hundred to a few thousand dollars. Data (Input).

Supply Chain 52

Supply Chain Manufacturing Decision-making Profitability 52

Hubspot Sales

MARCH 18, 2019

How to hire key account managers (including a job description template). To turn buyers into business partners, a key account manager (KAM) typically provides dedicated resources, unique offers, and periodic meetings. That's the inevitable outcome of giving a customer greater resources and often your best discounts.

Key Account Management 125

Key Account Management Account Management Management Account Strategy 125

ClearPoint Strategy

MARCH 3, 2021

Instead of wasting money to carry out unnecessary tasks, they’re redirecting resources toward potential growth opportunities. A gap analysis can also help identify processes ripe for improvement. The resources or information needed to perform it. Consider whether building a template would help. Financial savings.

Software 52

Software Software Brainstorming Government 52

Showpad

OCTOBER 21, 2019

Sales and Marketing teams are realizing significant advantages thanks to cutting-edge systems that can shorten the sales cycle and automate menial processes that save precious time and capital resources. . Deep data analysis and insights. Accelerated content and template creation : Closing the deal means signing on the dotted line.

Artificial Intelligence 53

Artificial Intelligence Logistics Sales Software 53

Hubspot Sales

SEPTEMBER 12, 2018

A Downloadable Sales Pipeline Template. The answer depends on your product, prospect base, and marketing resources. While the quickest way to define your sales pipeline stages might be copying a template, it’s worth the time and effort to develop your own. Every touch includes new information or resources.

Sales 144

Sales Negotiation Decision-making CRM 144

SBI Growth

AUGUST 22, 2013

Analysis - the candidate studies the data provided, does independent research and determines the prospect''s needs. If appropriate, this may include a business impact analysis and cost justification to demonstrate analytical skills. Deliverable - the candidate uses the template provided to build a presentation. You need both.

Onboarding 120

Onboarding Decision-making Construction Internet 120

LinkedFusion

OCTOBER 8, 2023

This lead generation software offers CRM connection, personalized templates, analytics for data-driven decision making, and automatic prospect follow-up. allows you to save the top-performing email templates so you can utilize them for future outreach efforts. You can find content where these sites have already been linking with.

CRM 40

CRM Onboarding Investors Construction 40

ACT

JUNE 28, 2022

It not only empowers you to create and execute strategic campaigns that get results, but you can also accomplish much more with fewer resources. The right CRM allows you to create customisable templates that are easy to modify. Marketing automation can give you a big advantage. Here’s how: . Capture more qualified leads.

Insurance 52

Insurance Marketing CRM Sales 52

PandaDoc

FEBRUARY 16, 2023

But while business forecasting and quantitative analysis is definitely a hot topic for big companies and their sales managers , it’s a foreign concept for most solopreneurs and small businesses. The most suitable forecasting method for you will depend on the data and resources that you have available for your business.

Small Business 52

Small Business Sales Decision-making Artificial Intelligence 52

SmartKarrot

MAY 23, 2023

The tools are used for planning the project, allocating resources, assigning tasks, and tracking the progress thereof. This switching between tools may not sound to be a big deal but it certainly creates a gap. There’s always a gap between the task done and its updation. Theoretically, there seem no issues in the entire process.

Management 10

Management Customer Success Decision-making Communication 10

Zendesk

JUNE 28, 2022

With MEDDIC, reps learn how to progress through a methodical assessment, qualification, and analysis of the enterprise accounts they’re negotiating with. LinkedIn Learning is a rich continuing education resource for many areas of business and sales knowledge. LinkedIn Learning.

Sales Training 52

Sales Training B2B Sales Profitability 52