Jermaine Edwards

NOVEMBER 25, 2021

The approach you take to managing stakeholders will also be guided by the history with the customer, their business size, their willingness to embrace innovation in their business, their appetite for growth and the project you are working on. It’s brainstorming time. The Stakeholder Reality. What do they actually have to do?

Stakeholders 130

Stakeholders Decision-making Shareholders Key Account Management 130

Insightly

APRIL 15, 2022

Stagnant product development – When was the last time your CRM vendor released an innovative feature? Your finance team can help. Do some team brainstorming with the expressed intention of defining (or refining) top-level CRM goals. Requests for updates/dashboards/reports are always backed up. Probably not.

CRM 98

CRM Onboarding Decision-making Finance 98

Account Management Skills

MAY 10, 2021

This episode is for you if you’re interested in the finance and operations side of the agency business. Pete very much helping on the finance and ops, Spencer, very much the tech sales marketing. And for me, people thought I’d have said finance, and I said clients. ?. Welcome to Episode 30.

Finance 40

Finance Account Management Banking Management 40