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

PandaDoc

FEBRUARY 13, 2023

For example, a project might rely on sales, marketing, and IT to be completed successfully. The work resulting from these collaborations should be attributed to everyone involved, rather than being listed as something like “a marketing project with some input from finance”. In short, it’s about working together toward a common goal.

e-Learning 91

e-Learning Brainstorming Decision-making Communication 91

ClearPoint Strategy

JULY 29, 2021

Use this list of objectives to brainstorm what’s most important for your industry and your specific strategy, then build a set of objectives that best represent your organization. You obviously want great health outcomes, but where do finances fit in? But how do you know which objectives are right for your organization?

Innovation 98

Innovation e-Learning Healthcare Government 98

Planview

AUGUST 11, 2022

Meet Elena Ohayon, a Senior Human Resources Business Partner (BP) at Planview. What type of meetings do you prepare for? Plus, I make myself available to have meetings with managers or employees who need professional or personal questions answered, meetings around our HR projects, and benefits.

Brainstorming 98

Brainstorming Meetings Decision-making Leadership 98

Openview

SEPTEMBER 6, 2018

If you’ve been in startup leadership for any amount of time, when I say retaining sales employees is especially hard right now, you probably know exactly what I mean. The average tenure of a VP of Sales has shrunk to just 19 months. What do most top performers in sales want? Why is this so hard right now? Without a doubt, yes.

Onboarding 88

Onboarding Sales Leadership Brainstorming 88

Hubspot Sales

JULY 10, 2020

Be adaptable and think outside the box, and you can still capture crucial sales opportunities. Five Ways to Capture Sales Opportunities from Canceled Events. Instead, you should explore one of the following ways to turn the cancellation into sales opportunities. Go virtual. Image Source.

B2B 107

B2B Sales Media Meetings 107

SmartKarrot

MAY 3, 2023

Whiteboarding: For brainstorming sessions, many free video call software allows participants to use a virtual whiteboard to draw or write notes. Group Calling : Platforms like Zoom can allow up to 100 participants per call, enabling remote team meetings or virtual social gatherings.

Investors 10

Investors Software Software Meetings 10

Hubspot Sales

MAY 22, 2018

In order to build a successful company, you’ll need to create and fine-tune a business plan, assess your finances, complete all the legal paperwork, pick your partners, choose the best tools and systems to help you get your marketing and sales off the ground … and a whole lot more. Brainstorming business names? Filing taxes?

Finance 145

Finance Business Planning Small Business Investors 145

PandaDoc

MARCH 6, 2024

If you are interested in exploring how AI is already reshaping sales. We’ll discuss how AI streamlines sales and contracting processes and helps with identifying new strategies. It’s specifically designed for teams who mainly require text content for different use cases, such as sales , marketing, HR, finance, product, and design.

e-Learning 97

e-Learning Artificial Intelligence Media Government 97