Planview

JANUARY 17, 2024

However, despite the significant advancements brought about by Agile, there’s no denying that certain challenges continue to be at the forefront of ensuring optimal efficiency within tech teams, particularly in the financial services industry. Allocate WIP limits to different portfolios or business units based on size and complexity.

Financial Services 59

Financial Services Management Prioritization Facilitation 59

Hubspot Sales

MAY 25, 2021

Welcome to Breaking the Blueprint — a new blog series that dives into the unique business challenges and opportunities of Black business owners and entrepreneurs. Small business owners are known for doing it all: marketing, finance, operations, sales, project management, admin, HR, and more. How can one person do it all?

Finance 127

Finance Small Business Meetings Onboarding 127

PandaDoc

OCTOBER 3, 2023

When evaluating AI tools , criteria like integration capabilities, user experience, output accuracy, transparency, data security, costs, and future evolution plans should be assessed against business needs. Tech companies selling smart home devices can use AI to analyze customer reviews and feedback.

Artificial Intelligence 52

Artificial Intelligence Sales CRM e-Learning 52

Planview

MARCH 29, 2023

According to TSIA’s 2023 Professional Services Benchmark , services account for 25% of overall B2B tech revenue, on average. For finance leaders in B2B tech firms, 2023 is the year to dig into your company’s PSA system to better understand revenue, costs, and margins, and be able to proactively improve all three.

Finance 52

Finance Profitability B2B Software 52

Insightly

SEPTEMBER 28, 2021

This is part 2 of a customer service blog series based on conversations with members of Insightly’s client services and customer success teams. In part 1 of this customer service blog series, we discussed five important skills for building great relationships. 4 customer service challenges (and how to solve them).

Remote Working 98

Remote Working Prioritization Communication Stakeholders 98

Red Star Kim

APRIL 11, 2023

Whilst these sessions are typically attended by fee-earners hoping to improve their pitch confidence and success, on this occasion the delegates were mostly from Marketing & Business Development (M&BD) teams. Leaders of these business function have also been steadily building their internal capabilities and bench strength.

Government 130

Government Innovation Meetings Finance 130

Red Star Kim

DECEMBER 5, 2023

In November it was a full house for the PM Forum’s Proactive marketing and business development executive online workshop. Proactive marketing and business development executives – CRM, internal engagement and career insights. It was on budget day so those from accountancy and tax practices had a lot going on.

CRM 130

CRM Marketing Interpersonal Skills Client Relationships 130

Insightly

SEPTEMBER 28, 2021

This is part 2 of a customer service blog series based on conversations with members of Insightly’s client services and customer success teams. In part 1 of this customer service blog series, we discussed five important skills for building great relationships. 4 customer service challenges (and how to solve them).

Remote Working 52

Remote Working Prioritization Communication Stakeholders 52

PandaDoc

DECEMBER 20, 2019

Yet, just like a proper sales stack can boost your productivity and help you close more deals, relying on wrong tools can significantly harm your business. In this article, we will talk about the common signs why you might need to change your sales stack and provide a step-by-step guide on how to do that with minimum risk for your business.

Sales 83

Sales Software Software Decision-making 83

PandaDoc

DECEMBER 12, 2018

Given that most business professionals send and receive around 121 emails a day , creating great cold email copy is your best bet at cutting through the noise. Tie your cold email strategy to your business goals. Here are some common business goals associated with cold emails: Generate immediate sales. Set up a meeting.

Decision-making 61

Decision-making Software Software Meetings 61

Insightly

AUGUST 9, 2023

As the healthcare industry increasingly relies on digital systems to manage patient information, the need for secure HIPAA-compliant databases and software becomes a top business priority. CRM HIPAA Compliance Checks Does the CRM/platform have a firm Business Associate Agreement (BAA)? Is Insightly HIPAA Compliant?

Healthcare 52

Healthcare CRM Insurance Software 52

PandaDoc

JUNE 3, 2021

With digital documents and eSign becoming widespread across mom-and-pop shops and remote-first businesses alike, it’s no surprise that you’re in the market for an eSign solution to help accelerate your business. They also empower you to streamline every aspect of your business operations. Security and peace of mind.

Digitalization 98

Digitalization Software Software Media 98

Hubspot Sales

OCTOBER 17, 2018

Do a full audit that determines your best sources of leads, traffic, and page views. It takes your existing content and updates it to increase conversion rate, making things like your landing pages and blog posts perform better, without having to create new content. The blog might be one of our favorites. Set achievable goals.

Brainstorming 143

Brainstorming Co-Creation Media Onboarding 143

Insightly

NOVEMBER 17, 2022

Other best practices for CRM include automation, regular audits to identify problems and leveraging CRM analytics to make data-driven decisions. In this blog post, let’s explore each of these best practices more closely. Perform regular CRM audits. Maintain data quality with regular audits. Segment customers.

CRM 52

CRM Decision-making Onboarding Procurement 52

Red Star Kim

MAY 11, 2023

When a company creates a strong brand it attracts customer preference and builds a defensive wall against competition” ( Peter Doyle , Warwick Business School). The book argues convincingly that marketers must move from tactical to strategic management – to the point of creating business strategy as well as implementing it.

Management 130

Management Co-Creation Publishing Leadership 130

PandaDoc

JUNE 1, 2023

Perform an audit of pricing errors For an effective pricing strategy, you need to conduct a comprehensive review of the pricing data and configuration rules used in your sales cycle. Most CPQ tools integrate with your company’s tech tools like CRM or ERP and will import all the important data for the configuration of your products.

e-Learning 52

e-Learning Artificial Intelligence Sales Software 52

PandaDoc

JUNE 3, 2021

With digital documents and eSign becoming widespread across mom-and-pop shops and remote-first businesses alike, it’s no surprise that you’re in the market for an eSign solution to help accelerate your business. They also empower you to streamline every aspect of your business operations. Security and peace of mind.

Digitalization 81

Digitalization Software Software Media 81

PandaDoc

NOVEMBER 16, 2023

Essential components of a CRM with quoting tools Quoting software can seamlessly integrate with CRMs and empower businesses to create, customize, and send professional quotes. There are various quoting software types available, each catering to specific business needs. What does this mean for your business?

CRM 52

CRM Software Software e-Learning 52

Hubspot Sales

DECEMBER 16, 2020

“I’ve found that exposure to higher-level strategic projects allows reps to be more invested in the business while providing them more career growth,” he said. Phil Sofia is the VP of Sales at Squarefoot , a tech-enabled real estate firm with a substantial presence in Manhattan. Adjusting Sales priorities. “We

Sales 141

Sales e-Learning Remote Working Decision-making 141

Hubspot Sales

APRIL 5, 2018

All things being equal, people do business with and refer business to those people they know, like, and trust.” --Bob Burg. Hint : Amazon is now creating business applications for Alexa and Facebook has already created business applications for Messenger. People Buy from People They Like Quote. That will never change. ”.

B2C 94

B2C B2B Software Software 94

SBI Growth

FEBRUARY 16, 2014

Meet Robert – CMO of $130M business software company. Blog posts were going from once a month to several times a week. Not many prospects were engaging on social channels or subscribing to the blog. Meet Kathy – CMO of a $100M high-tech company. A Content Audit and Map. Robert’s team is strapped for time.

Marketing 89

Marketing Decision-making Meetings Media 89

Agile CRM

FEBRUARY 4, 2021

It provides a multi-dimensional insight into customer behavior that allows businesses to gain the competitive edge. The current generation is very intelligent, tech-savvy and highly conscious about their product and brand choices. Audit your requirements and objectives and use a clean CRM solution. Simplify workflows.

CRM 52

CRM Customer Experience Decision-making Software 52

Account Management Skills

AUGUST 21, 2023

I can generate more articles for my blog than I had in the past. The transition to AI is so much deeper, so much broader, so much quicker, that it’s not like, you know AI is not going to put your agency out of business, but an AI first agency is going to put your agency out of business.

e-Learning 52

e-Learning Digitalization Publishing Account Management 52

SalesGlobe

OCTOBER 11, 2023

We’re all in the for profit business, right? I’m not going through a procedure of sales tech now. And maybe it’s giving stepping back and okay, let me give myself a personal audit. And you mentioned this personal audit, and that really resonated with me as like a starting point. What are the challenges?

Sales Environment 52

Sales Environment Sales Supply Chain Software 52

Account Management Skills

JUNE 29, 2021

This is part one of a two part interview with Simon Rhind-Tutt and Carey Evans from Relationship Audits and Management. So I’m absolutely thrilled to have Simon and Carey back from Relationship Audits. So relationship audits and management, essentially, listen for what’s not being said, with your clients.

Account Management 40

Account Management Meetings Onboarding Client Relationships 40

Account Management Skills

MAY 9, 2023

But we do work with a lot of big, sexy, global brands like Adidas, TikTok, Mercedes Benz, Panasonic, Thomson Reuters and also a lot of tech and SAAS startups and scaleups. We have got different workshops, that content strategy work flows through to, writing a long form SEO blog post. And I’m sure loads of people are taking notes.

Value Proposition 52

Value Proposition Internet Co-Creation Account Management 52