Account Management Skills

MAY 22, 2023

In this episode, I chat to Mike Lander, CEO of Piscari, a former procurement director who now assists sales teams in negotiating with procurement departments. We also dive into a five-step framework to help you negotiate more effectively and shed light on some questionable tactics employed by less experienced procurement professionals.

Procurement 52

Procurement Negotiation Supply Chain Insurance 52

Hubspot Sales

AUGUST 17, 2020

Account development managers work with their company’s sales organization to close deals with accounts that meet their ideal customer profile for maximum revenue. Education — Individuals in this role often have a bachelor’s degree in a field of study such as business administration, marketing, or advertising.

Account Development 96

Account Development Management Advertising Profitability 96

ACT

AUGUST 4, 2023

Before you meet potential investors, you must outline a solid financial plan. If your finances permit, bootstrapping your business ensures complete ownership and gives you more control over business operations. You also need a well-defined cash-flow management strategy to make the most of business finances.

Insurance 52

Insurance Small Business Investors Finance 52

Hubspot Sales

MAY 30, 2019

Stage 5 : Negotiate and Close. Each stage should define the objective, best practice activities, tools, models, and customer actions that signal readiness to advance to the next stage (for example, the customer agrees to a meeting in stage one or provides access to the executive buyer in stage two). Step 5: Negotiate and Close.

Procurement 108

Procurement Negotiation Sales Leadership Sales 108

Insightly

DECEMBER 14, 2023

Perhaps you are doing some informal marketing or advertising. When leads meet certain criteria in the marketing automation platform, triggers can be set up to launch automated workflows in your CRM to notify the sales team, send targeted content, or perform other predefined actions. Finance doesn’t like multiple vendors.

CRM 52

CRM Marketing Finance Advertising 52

Insightly

DECEMBER 14, 2023

Perhaps you are doing some informal marketing or advertising. When leads meet certain criteria in the marketing automation platform, triggers can be set up to launch automated workflows in your CRM to notify the sales team, send targeted content, or perform other predefined actions. Finance doesn’t like multiple vendors.

CRM 52

CRM Marketing Finance Advertising 52

QYMATIX

APRIL 20, 2021

SSBI programs, such as Tableau, Qlick or Power BI from Microsoft, advertise with intuitively operated analysis and visualisation tools, for which you don´t need profound technical knowledge. For finance departments, this is probably a no-brainer. You don’t have to wait until “someone from IT” finds time for it.

Artificial Intelligence 52

Artificial Intelligence Software Software Negotiation 52