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Linking Budget to Strategy Virtual Event Recap

ClearPoint Strategy

Shawna Davis, Budget and Performance Analyst, shared that Olathe has a 20-year strategic plan in place with an organizational scorecard. This serves as the anchor between the operations budget and strategy, as well as the backbone for department business plans and performance measures that help them gauge success.

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Strategic Planning Failure: Why It Happens and How to Avoid It

AchieveIt

Management that contributes to a lack of trust or low expectations can decrease employees’ motivation or performance, which can affect strategic planning. Promoting open communication and exchange of ideas may also help with improvement opportunities. Communication keeps everyone on the same page.

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How to develop a CRM strategy for an organization

Apptivo

With an effective CRM strategy, you can grow your business in a remarkable way. A CRM strategy is a business plan which helps to grow the revenue and profit for the company. A CRM strategy encircles the ability to leverage the CRM software with customer data to achieve the best business outcomes. What is a CRM strategy?

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The Ultimate Guide to Corporate Strategic Planning

AchieveIt

Corporate strategic planning is essential to businesses and one of the basics of a business plan. The process requires careful evaluation and analysis to garner the best business results. Communication is also vital in the objective-setting phase.

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Integrations to brighten up your month

Zendesk

Message Board (Support) lets team leads and admins notify agents of significant events related to customer service or specific tickets. Productmotion (Support) helps teams to centralize communication, accelerate workflows, and easily align stakeholders based on a deep understanding of customer and organizational needs. Message Board.

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How CX leaders across industries can flex their agility

Zendesk

Agility was a buzzword even before 2020, particularly in fast-moving industries where changing trends and emerging technologies meant businesses had to constantly stay on their toes. But last year, businesses of all types were forced to restructure business plans and adapt to a changed world nearly overnight.

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Key Account Management: The Ultimate Guide

Hubspot Sales

While a salesperson focuses on the short term -- by necessity -- a key account manager (KAM) prioritizes the future. Using both traditional and creative techniques to develop relationships with customer stakeholders (including [going to events and trade shows, networking on social media, getting warm introductions, etc.]).