ClearPoint Strategy

JANUARY 9, 2024

What are the makings of a solid project tracking template?

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Upland

MAY 4, 2023

Honest Abe knew the value of not launching head-first into something without a considered plan of attack. How are sales teams meant to grow revenue in key accounts without a well-thought-out account planning strategy ? After all, account planning is an ongoing, iterative process. Not necessarily.

Account Planning 195

Account Planning Publishing Shareholders Communication 195

ClearPoint Strategy

JUNE 14, 2023

Having a strategic plan for your nonprofit organization is the first step.

Organization 52

Organization 52

Strategic Planning and Management Insights

MAY 29, 2023

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Red Star Kim

FEBRUARY 8, 2024

Capacity planning – Research suggests that humans can probably manage a maximum 150 to 250 close relationships. Other approaches may consider strategic, market position and income criteria. This will bring a strategic and tactical focus. We talked about two common planning frameworks : The three stage plan: Where are we now?

Value Proposition 130

Value Proposition Key Account Management Digitalization Sales 130

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

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? Who are their competitors?

Account Planning 98

Account Planning Key Account Management Account Management Stakeholders 98

ClearPoint Strategy

NOVEMBER 2, 2021

Strategic planning tools, or models, are designed to help organizations’ develop their action plan to achieve their goals. There are a lot of strategic planning models out there. Measures , which help you understand if you’re accomplishing your objective strategically. Robert Kaplan and David Norton.

Stakeholders 145

Stakeholders Software Software Organization 145

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

Clarity Engagement Solutions

FEBRUARY 7, 2022

The 1st Industry Cloud Solution on Salesforce to focus exclusively on Strategic Customer Engagement. Clarity CX1™ solves the issue of lack of account plan automation and storage. And it does it using flexible planning templates that can be tailored for each business unit and team. Longer sales cycles. •

Stakeholders 172

Stakeholders Decision-making Account Planning Prioritization 172

Nutshell

DECEMBER 8, 2023

A good landing page builder tool will also offer some different templates you can use so you don’t have to create the entire page from scratch. Wix Price: $16+ per month (free plan available) Best for: Beginners Wix isn’t just a landing page builder tool—it can help you build out larger websites as well. It’s also very easy to use.

Small Business 136

Small Business Advertising CRM Digitalization 136

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

DemandFarm

MAY 9, 2024

These tools are crucial for visualizing corporate structures and strategic account management. Whether part of a small firm or a large enterprise, you’ll find insights on choosing a tool that enhances your strategic account management capabilities. This is where robust organizational chart software becomes indispensable.

Key Account Management 52

Key Account Management Account Management CRM Client Relationships 52

Account Manager Tips

NOVEMBER 22, 2022

Find out their focus (functional/supplier or strategic/partner) Evaluate the relationship type: personal, demanding and difficult, or partner What do they think of your relationship? Here are the ten steps you can use to prove yourself a valuable partner to your clients new procurement Share strategic information. Take the long view.

Procurement 130

Procurement Suppliers Supply Chain Key Account Management 130

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

Red Star Kim

AUGUST 1, 2023

At the recent PM Forum workshop on “Marketing and Business Development Planning in a Nutshell” the key issue to emerge from delegates was “How to engage fee-earners in the M&BD planning process?”. So here are ideas on how to engage fee-earners in the M&BD planning process. The company might submit a brief.

Decision-making 130

Decision-making Marketing Business Planning Management 130

Account Manager Tips

MAY 14, 2021

Create a contact plan: Create a plan to engage with ALL your clients, not just your favourites or those that make the most noise. Create a capture plan: Which clients' contracts expire in the next 12 months and how will you get them to renew? If you don't do account plans, start. Strategic, tactical, issue resolution?

Key Account Management 218

Key Account Management Account Management Management Account Planning 218

Red Star Kim

JUNE 1, 2023

This may take place on a periodic basis – for example, in support of your marketing planning cycle. For example: Strategic Insights – Competitive Legal Intelligence | Legal Solutions UK | Thomson Reuters Others may offer to undertake one-off analyses into key and emerging competitors to support strategic analysis within a firm.

Value Proposition 130

Value Proposition Innovation Marketing Media 130

OnStrategyHQ

DECEMBER 21, 2023

A gap analysis is a tool that allows organizations to assess their current state versus their desired future state and create an action plan that allows them to bridge the gap between the two. The core elements of a comprehensive gap analysis template. There are 5 core elements included in any gap analysis template.

Stakeholders 52

Stakeholders Organization Logistics Brainstorming 52

OnStrategyHQ

JANUARY 19, 2024

This is the age of Artificial Intelligence – and as the world grapples with using generative AI models contextually inside their organizations, we’re here to help explore how to use AI practically and incorporate it into your next strategic planning process. However, it cannot design an entire strategic plan for you.

Artificial Intelligence 52

Artificial Intelligence Organization Media Decision-making 52

Red Star Kim

JUNE 15, 2023

We covered a lot of material in modules on: Understand (context, aims and strategy), Plan (processes, data and systems) and Implement (activities, skills and motivation). How should firms identify their strategic accounts? profit, growth and core legal services) How can Nexl help law firms execute their Strategic Account initiatives?

Key Account Management 130

Key Account Management Account Management Management Client Relationships 130

ProlifIQ

APRIL 5, 2023

Account Planning Best Practices Sales account planning is a critical aspect of any business that seeks to manage its customers effectively and generate more revenue. An action plan that outlines the sales account planning process is crucial for any company that wants to succeed.

Account Planning 52

Account Planning Value Proposition Account Management Key Account Management 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

AchieveIt

SEPTEMBER 11, 2023

Like several areas of business, strategy planning can come in many forms. To help you find the best resources for strategic planning, we’ll explore some popular models and frameworks and valuable planning, management, and tracking tools. In This Article What Are Strategy Development Models?

Decision-making 52

Decision-making Communication Organization Value Proposition 52

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. Clarity CX1™ solves the issue of lack of account planning & automation and storage.

Stakeholders 91

Stakeholders Decision-making Account Planning Prioritization 91

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

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

Account Manager Tips

MAY 29, 2021

How to create a capture plan Capture planning is an essential strategy to retain your clients. Follow this 12-step capture plan process to fight churn and avoid competitive bids. Capture planning helps fight churn and avoid competitive bid situations (and a whole lot of work too). Capture planning. You guessed it.

Negotiation 130

Negotiation Decision-making Suppliers CRM 130

OnStrategyHQ

MAY 1, 2023

The output of completing an internal and external analysis – also known as a strategic analysis – is to have a clear picture of your organization’s current state. How does a strategic analysis fit into strategic planning? Pro Tip: DO NOT SKIP THIS STEP IN PLANNING! Your clearly defined competitive advantages.

Suppliers 105

Suppliers Supply Chain Energy and Utilities Organization 105

Account Manager Tips

OCTOBER 11, 2021

Do this instead: Plan your week around your priorities. Has no plan Which clients need an account plan? Account plans are help you define your key account strategy. Commit to targets Plan activities Coordinate resources Manage risk Get results. Key account managers without an action plan will fail.

Account Management 246

Account Management Key Account Management Management Suppliers 246

Account Manager Tips

SEPTEMBER 15, 2022

Why key account managers need a personal brand Why I started to build my personal brand Step 1: Figure out your personal brand Step 2: Create a personal branding plan Step 3: Become a student of personal branding Join the Personal Branding Playbook In other news Quote of the week. Account Director, Key Strategic Accounts, Refinity.

Key Account Management 130

Key Account Management Account Management Media Publishing 130

Account Manager Tips

SEPTEMBER 7, 2022

Why key account managers need a personal brand Why I started to build my personal brand Step 1: Figure out your personal brand Step 2: Create a personal branding plan Step 3: Become a student of personal branding Join the Personal Branding Playbook In other news Quote of the week. Director of Strategic Customer Success, Tableau Software.

Key Account Management 130

Key Account Management Account Management Management Media 130

Peter Simoons

JUNE 1, 2021

Tip 11: Build and Maintain Your Alliance Business Plan from Early Stages Onward. These questions will be answered effectively with a business plan. Alliance business or operating plans are the backbone of your partnership. Alliance business or operating plans are the backbone of your partnership.

Business Planning 92

Business Planning Value Proposition Publishing Organization 92

ClearPoint Strategy

MAY 13, 2021

The end result is often a full strategic alignment between teams, departments, and the entire organization. Project management is the application of skills, knowledge, and tools to plan, launch, execute, manage, and close the work of a team to achieve specific goals within specific timeframes. Plan for contingencies.

Management 95

Management Software Software Construction 95

PandaDoc

APRIL 25, 2023

A sales plan is a roadmap that outlines your business’s strategy for selling its products or services. Acting as an essential tool for businesses of all sizes and in all industries, a robust sales plan helps to identify sales goals, target markets, and sales tactics to achieve those goals. What is a sales plan?

Sales 52

Sales Government Business Planning CRM 52

ClearPoint Strategy

FEBRUARY 15, 2022

Mistakes early on in your strategic plan can have major negative impacts and consequences later. You could need to redo your plan after eighteen months, lose staff buy-in, or fail to implement the strategic plan altogether. Looking for more guidance on how to do strategic planning step by step?

Decision-making 98

Decision-making Government Performance Review Communication 98