Account Manager Tips

JUNE 29, 2021

Don't assume because you have the business, you'll keep it. Demonstrate that you value your client's business. Create contact plans to keep in touch with key stakeholders in your company and your client's. Do you make the first move and present a compelling proposal that positions you as the partner of choice?

Suppliers 246

Suppliers Shareholders Stakeholders Decision-making 246

PandaDoc

MARCH 4, 2024

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.

Banking 52

Banking Investors Acquisition Stakeholders 52

Red Star Kim

MARCH 6, 2023

Be more strategic – A metaphor: Analyse, join and align the dots Be more strategic – A metaphor: Analyse, join and align the dots At the start of the session we talked about what strategic means to us and how we explain the need for strategy to our internal stakeholders. How would you describe strategy to stakeholders?

Strategic Thinking 130

Strategic Thinking Cybersecurity Digitalization Stakeholders 130

Red Star Kim

AUGUST 1, 2023

One delegate said that at every monthly meeting they present an analysis of the main activities, content themes and news coverage by their main competitors. Present the client view – Share results of client listening exercises and surveys. Pitching, differentiation and competitor analysis (kimtasso.com).

Decision-making 130

Decision-making Marketing Business Planning Management 130

Red Star Kim

DECEMBER 22, 2022

Specifically, a M&BD team may need far more detailed plans than fee-earners who will prefer a high-level summary showing the main actions required. Planning resources: Why do you need a business plan? Marketing planning in a nutshell – simple and complex plans (kimtasso.com). Be willing to unlearn.

Supply Chain 147

Supply Chain Government Transportation Digital Transformation 147

Hubspot Sales

MARCH 18, 2019

In addition to having business acumen, key account managers should have an analytical mindset. Their analytic skills will help them create and present business cases. They need to be able to think quickly and apply their knowledge to a variety of different clients and markets and be confident when presenting the information.

Key Account Management 125

Key Account Management Account Management Management Account Strategy 125

Revegy

AUGUST 12, 2020

Business success in the COVID-19 and post COVID-19 world demands a commitment to a customer-centric growth strategy. Each individual has a unique set of challenges and needs right now – many of which were unanticipated when they developed their 2020 plan. Map these strategic plans collaboratively.

Account Planning 69

Account Planning Account Management Stakeholders Client Development 69

Miller Heiman Group

MARCH 15, 2019

To achieve long-term success, you must define how sales enablement aligns with your organization’s strategic business goals. Starting here helps to secure buy-in from key stakeholders in the organization, including the c-suite, marketing, customer service and other roles who will support the sales enablement function.

Stakeholders 69

Stakeholders Sales Sales Training Acquisition 69

AchieveIt

AUGUST 30, 2023

Yet, there were many major factors holding leadership back from casually factoring remote-based work into their business plan. While maintenance, information security, IT and some customer service roles were needed in-office daily, most other departments could be physically present significantly less often.

Remote Working 52

Remote Working Leadership Construction Small Business 52

PandaDoc

DECEMBER 22, 2017

Any successful and well-structured business proposal or business plan should include an executive summary. But an outstanding executive summary presents a roundup of the entire proposal in a way which engages the client and works to SELL. See also: How to write a business plan. What is an executive summary?

Business Planning 72

Business Planning Investors Internet Small Business 72

Account Manager Tips

JULY 27, 2020

Organizations with hundreds of people, tens of stakeholders, not one or two. We started initially with the end, by that, I mean, we started with a presentation internally when you do the account plan. But we didn’t start building the logic, the mindset, how do you plan actually? 10, 15 minutes presentation, very fast.

Account Management 130

Account Management Business Growth Management Account Planning 130

Showpad

JUNE 29, 2021

An experience that proves a solution’s business value to multiple buyer stakeholders along the customer journey. Creating value for customers and ensuring that they receive the value they desire and can integrate into their business plan is crucial for long lasting happy customer relationships.

Digital Transformation 59

Digital Transformation Decision-making Digitalization Onboarding 59

Hubspot Sales

FEBRUARY 26, 2018

Learn to stop wasting time building elaborate business plans in favor of testing your vision continuously and adapting before it’s too late. It provides great insights into how to create innovative space within an organization while staying accountable to stakeholders.”. He has such a great way of presenting ideas and systems.

e-Learning 102

e-Learning Investors Profitability Decision-making 102

SmartKarrot

MAY 13, 2021

Clearly communicate customer feedback and trends to key stakeholders in Product, Marketing and Tech. Work to ensure customer satisfaction with the product by anticipating understanding the overall journey by helping stakeholders achieve business success through the platform.

Customer Success 10

Customer Success Facilitation Stakeholders Prioritization 10

SmartKarrot

JULY 5, 2021

Apply here: [link] Role: Enterprise Customer Success Manager Location: Chicago, IL, US Organization: ZipRecruiter As an Enterprise Customer Success Manager, you will serve as a trusted advisor to key customer stakeholders, executive sponsors. Regular health check meetings and business reviews alongside the Managing Director.

Customer Success 10

Customer Success Advertising Stakeholders Prioritization 10

Hubspot Sales

NOVEMBER 21, 2017

You’ve got to have a firm handle on the market and your product -- while inspiring employees and influencing stakeholders. Start your education now and your business and employees will thank you later. 27 Best Business Books for CEOs and Entrepreneurs. I highly recommend it to anyone who plans to start a business.

Decision-making 111

Decision-making Leadership Profitability Investors 111

ClearPoint Strategy

NOVEMBER 2, 2021

Issue-Based Strategic Planning. The issue-based strategic model is oriented in the present and projects into the future. Issue-based planning is ideal for young or resource-restricted organizations. The leadership team or stakeholders identify the major issues and goals as a first step. Goal-Based Strategic Planning.

Stakeholders 145

Stakeholders Software Software Organization 145

Liston Witherill

MARCH 9, 2021

Company size, number of stakeholders, industry norms, and the titles of the people involved will provide clues about the type of negotiation you’re in for. I generally recommend you present three pricing options in your offer, so that should create a starting frame for any scope changes. Pricing will naturally follow.

Negotiation 52

Negotiation Decision-making Profitability Stakeholders 52

Red Star Kim

SEPTEMBER 26, 2023

I presented a methodology to design marketing and BD team structures in November 2015. Here I review recent developments and look at some case studies of how M&BD teams are structured: An update on marketing and business development (M&BD) team structures. But this welcome increase in flexible working does present challenges.

Marketing 130

Marketing Key Account Management Account Management Artificial Intelligence 130

SmartKarrot

OCTOBER 19, 2022

They are responsible for managing client relationships and ensuring their satisfaction through establishing effective communication, implementing strategies to grow companies’ business, and creating new opportunities for their clients. Like what you are reading? Sign up for our newsletter. contact-form-7].

Account Management 10

Account Management Management Telecommunications Healthcare 10

PandaDoc

APRIL 3, 2023

If you’re wondering “what does S&OP stand for”, the quick answer is “sales and operations planning”. S&OP involves putting together a business plan targeted towards managing inventory costs and improving company service levels in one go. Plan the production So, you’ve got all the details you need about your demand.

Supply Chain 52

Supply Chain Sales Decision-making Procurement 52

ClearPoint Strategy

APRIL 29, 2021

ClearPoint generates impressive, presentation-quality reports that match your organization’s branding. Vena users continue to leverage their existing Excel templates, models, and reports, but gain the advantage of having a centralized repository for data from disparate sources for business planning purposes.

Management 52

Management Software Software Organization 52

SmartKarrot

OCTOBER 13, 2022

The customer should only have one question when an opportunity for an upsell or cross-sell presents itself: How much? On the other hand, the CSM should have already done an outstanding job of helping the customer achieve their desired outcome and understand the product’s clear value to their business. Plan for Success.

Account Management 10

Account Management Customer Success Management Negotiation 10

Hubspot Sales

MAY 22, 2018

But starting a business isn’t one of those "if you build it, they will come" situations. To help, I’ve put together a library of the best free tools and resources to help you start selling and marketing your business, and a complete guide on how to start a business. How to Start a Business. Brainstorming business names?

Finance 145

Finance Business Planning Small Business Investors 145