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The Future of SAM – Revisited

Strategic Account Management Association

This blog post is based on a keynote presentation from the 2021 SAMA Annual Conference. Panelists’ remarks have been paraphrased for this blog post. . They are: Stakeholder Value : Clients have all had to pivot to survive; as a result, the sources of value creation and relevant stakeholders have shifted.

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Back to the Future: F2F selling is returning, but virtual selling is here to stay

Strategic Account Management Association

Moreover, many salespeople we interviewed report that both they and their customer counterparts are often more focused, and more efficient, in virtual interactions than in face-to-face meetings. At the same time the advantages of virtual selling are rising to the fore, so too are its challenges and limitations, as seen in Figure 2.

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Navigating Change: A Blueprint for Taming Strategic Drift 

Planview

As organizations rush to capitalize on AI strategies, many of them meet the same challenge they’ve met before – strategic drift. The consequences reach everyone in the company’s orbit, from employees and executives to stakeholders and customers. Wayfaring strategies aren’t uncommon. Strategic drift could cost organizations up to $1.4

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Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)

Red Star Kim

It was good to meet the private client lawyers – some recently promoted to head of department – for a workshop on “ Managing and growing your private client practice” earlier this month. One delegate’s firm had recently merged and integration was a priority. Two tools were provided to assist with this. The need to include purpose (i.e.

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System review: CogniClick for instant, personalised research reports using AI

Red Star Kim

CogniClick is a nifty system (backed by an expert team) to enable you to conduct fast, quick polls and pulse surveys amongst your clients and stakeholders and to also develop maturity assessments and similar thought leadership content. I had the pleasure of meeting Helen Kensett at the recent PM Forum Conference.

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9 Ways to Get Ideas Brewing with Instant Coffee

Planview

We created Instant Coffee to help facilitate better idea generation — whether you’re a C-level executive thinking through your company’s next big move, or an individual contributor trying to collaboratively solve a problem with your team. Check out this blog for helpful tips for facilitating a successful Lean Coffee virtually.

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How virtual data rooms benefit modern investment banking

PandaDoc

A virtual data room , or VDR, is a secure, online space acting as a repository of a company’s documentation, and serves as a virtual hub where company users share real-time information with other investors, clients or stakeholders when executing investment banking deals. can be completed virtually via an online data repository.

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