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Software for Consultants: What’s Your Tech Stack?

Nutshell

DOWNLOAD Is your business ready for a CRM? Either you focus too much of your resources on delivering to your current clients, sacrificing time that could be spent on new client acquisition. Or, in spending too much time on acquisition, you neglect to nurture current clients, and they end up dropping off. Find out here.

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Two Real-World Stories: Cultivating a Single Source of Truth

Planview

Planview’s Chief Product Officer, Louise Allen, moderated an engaging, in-depth conversation with these customers: Hiren Shah – Johnson & Johnson – Global Finance Transformation, Sr. J&J’s Global Finance Transformation. Download the webinar here. Becton Dickinson: Marrying Apples and Skyscrapers.

Finance 98
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The Best Way to Prepare for an Executive Presentation [+ Checklist]

Account Manager Tips

DOWNLOAD NOW. Customer acquisition cost. There's lots of reasons why some face-time at a senior level is helpful: relationship building; confirmation of strategy or tactics; seeking clarity to help deal with uncertainty; advice on decisions; get a decision changed; inform; educate; get action. What's your why? It'll vary by function.

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How To Do A SWOT Analysis [with examples]

ClearPoint Strategy

The Upward Airlines group might discuss the following: Financial opportunities: What is our biggest opportunity to improve our finances? Is a potential merger or acquisition on the horizon? Download our strategic planning tools—including a SWOT analysis template. What do we see happening in the future?

Finance 98
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18 KPIs To Measure Performance (& How To Choose & Track Them)

ClearPoint Strategy

Download the full list: 68 Financial KPIs and Scorecard Measures. Customer Lifetime Value (CLV) : Minimizing cost isn’t the only (or the best) way to optimize your customer acquisition. Customer Acquisition Cost (CAC) : Divide your total acquisition costs by the number of new customers in the time frame you’re examining.

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How To Do A SWOT Analysis [with examples]

ClearPoint Strategy

Financial Opportunities: What is your biggest opportunity to improve your finances? Is a potential merger or acquisition on the horizon? For example, if you’re a for-profit organization, your financial perspective will be the top priority—build your analysis into your map in a manner that drives those finances in the right direction.

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The Complete Guide to a Consulting Business

Hubspot Sales

This sector of management consulting works in corporate finance, financial restructuring, risk management, and even real estate. Or, you might focus on a niche marketing process, such as defining target audiences, customer acquisition , or brand awareness. Human Resources Consulting. Environmental Consulting.