OnStrategyHQ

JUNE 23, 2023

Tip 2: Choose a management method that works for you (17:05-18:15) Whether through a document, spreadsheets, or app, decide on a tool to document the process that works for your organization and is comfortable for your people. Your process should help your team align, prioritize, and make decisions.

Manufacturing 52

Manufacturing Decision-making Prioritization Leadership 52

AchieveIt

MARCH 15, 2024

While strategic plans themselves outline the desired direction, they often lack the gears to propel the organization forward. The Disconnect Between Strategy and Execution For years, leaders have crafted strategies in PowerPoint slides and documents. However, the road between intention and impact can be long and unpredictable.

Decision-making 52

Decision-making Stakeholders Prioritization Communication 52

Hubspot Sales

NOVEMBER 22, 2023

Account and Lead Lists: Organize your leads and accounts using in-platform lists. Key features: Electronic Signatures: Send contracts, agreements, and other documents directly from your CRM. Document Tracking and Management: Track the status of your documents in real-time. Pricing: Free Trial, Core starting at $79.99/month,

CRM 98

CRM Decision-making Sales B2C 98

Planview

JUNE 27, 2023

Strategic planning is a difficult process — even when there’s strong collaboration and open communication between groups. Organizations need to align their strategic vision with effective planning to achieve success in today’s rapidly evolving business landscape. But the reality is more complicated.

Management 64

Management Prioritization Digital Transformation Government 64

ClearPoint Strategy

MARCH 15, 2021

Linking budget to strategy allows an organization to use resources efficiently to further its mission. Closer alignment between strategy and budget also ensures an organization’s longevity through trying times. In today’s world, hospitals and health systems face increasingly challenging circumstances.

Healthcare 52

Healthcare Organization Decision-making Insurance 52

Excelerate

MARCH 26, 2024

Participants found that organizations prioritizing standardization, rather than designing to fit Exception X, often see remarkable increases in process efficiency. Research shows that organizations with strong change management programs are more likely to succeed in the adoption of digital transformations.

Government 52

Government Prioritization Digital Transformation Organization 52

Flevy

JUNE 17, 2021

Organizations pursue these initiatives for a number of reasons—e.g. This approach is instrumental in helping organizations capitalize on growth opportunities locked in M&A deals. The 10 phases of the M&A Growth Framework organized under the 3 timeframes include: Pre-close Planning & Preparation. First 100 Days.

Customer Experience 111

Customer Experience Prioritization Acquisition Banking 111

Insightly

JANUARY 30, 2024

With drag-and-drop simplicity, automated error handling, built-in versioning, and instant deployment and provisioning, anyone in your organization can quickly build and run sophisticated integrations. Once documents are signed, they are automatically linked and stored with the corresponding records in your CRM.

CRM 52

CRM e-Learning Facilitation Decision-making 52

Envisio

NOVEMBER 1, 2023

Envisio helps public sector leaders to drive better community outcomes through the delivery and transparent communication of their most important plans. Today, we are delighted to announce the launch of Envisio Projects – a suite of project management tools to help manage, deliver, and communicate Capital Improvement Plans (CIP).

Management 52

Management Government Stakeholders Decision-making 52

Flevy

JULY 6, 2022

These solutions can be combined with other Sales and Marketing systems, e.g. CRM or any Marketing Automation platforms , to better target and prioritize communications with key accounts. ABM systems document this data, automate sharing it between various units, and maintain Marketing funnels or sales pipelines.

Marketing 109

Marketing Account Management Facilitation CRM 109

Arpedio

OCTOBER 20, 2023

A stakeholder matrix is a visual representation and organizational tool used to identify, categorize, and assess the significance of various stakeholders involved in a client’s organization or account. Here are some reasons why a stakeholder matrix is essential: 1. Ready to increase customer lifetime value?

Stakeholders 52

Stakeholders Account Management Client Relationships Decision-making 52

Insightly

JANUARY 19, 2022

Integrations add functionality to CRMs and build a reliable source of truth you can count on to make decisions across your entire organization by connecting every single application you use to run your business. It improves how you communicate with customers, delivering more value from every interaction. What is CRM integration?

CRM 104

CRM Prioritization Decision-making Onboarding 104

Upland

NOVEMBER 27, 2023

Before you strategize how you’re going to sell, therefore, you have to understand the organization you’re selling to. Most importantly, you’ll need to assess how import- ant this initiative is for the organization. The enemy might be an operational issue rooted in organization, process, culture, skill, or tech.

Account Planning 195

Account Planning Suppliers Decision-making Leadership 195

Arpedio

MARCH 6, 2024

From communication barriers to balancing client expectations with company resources, account managers often face numerous obstacles in their day-to-day operations. Effective account management not only strengthens client satisfaction and loyalty but also enhances the overall reputation and profitability of the organization.

Account Management 52

Account Management Management Client Relationships Communication 52

PandaDoc

FEBRUARY 13, 2023

A successfully functioning team requires a shared vision, mutual respect, and impeccable communication. The sections below provide tips on how to foster efficient interdepartmental communication, which will save you both time and money. To this end, dedicated software can be helpful when it comes to interdepartmental communication.

e-Learning 91

e-Learning Brainstorming Decision-making Communication 91

Hubspot Sales

MAY 7, 2024

If your organization succeeds, you succeed. Rees discusses how he prioritized people management while taking the business from a start-up to an over $18 million turnover company with 150 staff. “Y Organization skills are a must for entrepreneurs,” says Ashbridge. You have achieved entrepreneurial competency. The real kicker?

Interpersonal Skills 87

Interpersonal Skills Decision-making eCommerce Prioritization 87

PandaDoc

MAY 16, 2024

It involves categorizing them according to characteristics such as demographics and behavior and prioritizing those that are a good fit. Lead qualification is about prioritization Once you’ve identified which leads are worth chasing (and which aren’t), you can focus entirely on high-quality prospects — and allocate resources accordingly.

Decision-making 52

Decision-making Prioritization CRM Marketing 52

Account Manager Tips

JULY 27, 2021

Eco-friendly Allows communication across organizations (more straightforward to send an email to a CEO than get a meeting with one) Disadvantages of email No context Can get out of control with endless chatter (reply after reply, forward after forward) Just because your client read your email doesn't mean they did anything about it.

Communication 244

Communication Meetings Key Account Management Prioritization 244

Zendesk

JANUARY 24, 2024

An employee onboarding process refers to the steps that integrate new employees into an organization. By crafting a comprehensive onboarding journey, organizations can retain top talent and create a workplace culture that values and nurtures its members. What is an onboarding process?

Onboarding 59

Onboarding Software Software Organization 59

Mike Kunkle

MAY 11, 2022

I’ve been involved in sales transformations that were entirely focused on getting the best-possible performance out of the sales force (ranging from a 30 to 600 percent increase in sales), independent of retooling the rest of the organization. In my experience, the potential for improvement in most sales organizations is significant.

Co-Creation 130

Co-Creation Sales Sales Training Decision-making 130

OnStrategyHQ

FEBRUARY 16, 2024

Embracing AI within your business strategically can transform your organization, helping you multiply your mission and achieve what was impossible without adding additional human labor. A thoughtful, strategic approach to integrating AI into your organization is essential; otherwise, you’re throwing valuable time and investment away.

Artificial Intelligence 52

Artificial Intelligence Government Value Proposition Co-Creation 52

SuperOffice

AUGUST 15, 2022

They prioritize internal efficiency, processes and systems over how their prospects and customers buy. More than 80% of customers are willing to switch to a competitor if your organization is not customer-centric. It starts with putting the customer at the heart of your organization. But where do you start? NPS for SuperOffice.

CRM 105

CRM Communication Facilitation Prioritization 105

ClearPoint Strategy

SEPTEMBER 28, 2021

Like other organizations, hospitals that practice effective project management will benefit from lower costs and improved outcomes. It may sound silly, but defining the word “project” is one of the first steps your organization needs to take when introducing the project management discipline within your walls. Click To Tweet.

Healthcare 98

Healthcare Management Government Stakeholders 98

Flevy

JULY 15, 2021

A Strategic Alliance is referred to as “an agreement between 2 organizations to share resources to carry out a mutually beneficial initiative.” Whereas, in a JV, 2 organizations share resources to create a separate company. Strategic Alliances are typically formed to: Better compete in a market. Ability to plan production.

Management 111

Management Negotiation Procurement Banking 111

Zendesk

JANUARY 4, 2022

For support agents, organizing and triaging customer requests from various channels is already a challenge. Ticketing systems document and track customer issues and interactions, making it easier for customer service teams to manage their support cases. Ticketing systems. Ticketing systems. Past support interactions.

Prioritization 98

Prioritization Software Software Manufacturing 98

Hubspot Sales

JANUARY 20, 2021

For most sales organizations, that's the goal. There's no definitive guide or structure for how an organization should approach sales support. Nowadays, many companies are prioritizing technology when carrying out sales support functions. Your prospect's experience with your sales organization doesn't end when they buy.

Sales 104

Sales Advertising Communication Prioritization 104

Apptivo

JULY 28, 2023

Footnotes Communication is the lifeblood of a successful organization, and in the midst of an onslaught of emails, Email Response Management Systems (ERMS) shine as a light of efficiency. An Email Response Management System (ERMS) is a useful tool for businesses to manage and organize their email communications.

Management 52

Management Prioritization CRM Software 52

Apptivo

APRIL 4, 2023

A work order is a document used by businesses, organizations, and professionals to track and manage task or project completion. Paper-based work orders frequently result in illegible handwriting, misplaced documents, and cluttered file cabinets, which cause confusion and errors. What is a Work Order?

Management 52

Management Computers and Electronics Manufacturing Prioritization 52

PandaDoc

MAY 8, 2023

In the sections below, we’ve covered a variety of software solutions (both all-in-one and piecemeal) that teams might use to expand their communication channels and improve customer relationships. Take full control of your documents Create, send, sign, approve and automate documents with PandaDoc. Ease of use: 8.9/10

Software 52

Software Software Communication Publishing 52

Arpedio

JANUARY 4, 2024

As businesses vie for market dominance, an articulate account strategy empowers organizations to deepen customer relationships and scale their operations effectively. Sales representatives can leverage this information to tailor their approach, adjust their communication methods, and ultimately, close more deals effectively.

B2B 52

B2B Sales Decision-making CRM 52

Flevy

MARCH 16, 2021

To supplement this organizations need to develop a culture that lives the brand. Top brands have been built by communicating their message to the most loyal customers who then shout it out to their friends and a chain starts making the brand a known name. Most organizations tend to focus on benefits instead of plain product features.

Decision-making 98

Decision-making Small Business Marketing Organization 98

ProlifIQ

FEBRUARY 14, 2023

Prioritize The Right People And The Right Deals For B2B sales teams, a sales cycle is the lifeblood of their business. Your business can’t reach its revenue numbers consistently without a tight understanding of how to help manage, prioritize, and accelerate certain deals in the queue. Is the communication one-sided?

Management 52

Management Prioritization Stakeholders CRM 52

Insightly

SEPTEMBER 19, 2023

Some CRM models focus on segmentation, targeting, and positioning (STP), while others emphasize communication channels and interaction points. Regardless of which model a business chooses, it’s crucial to adopt a customer-centric perspective that prioritizes customer needs. This enhances the overall patient experience and outcomes.

CRM 52

CRM Insurance Healthcare Manufacturing 52

Insightly

SEPTEMBER 19, 2023

Some CRM models focus on segmentation, targeting, and positioning (STP), while others emphasize communication channels and interaction points. Regardless of which model a business chooses, it’s crucial to adopt a customer-centric perspective that prioritizes customer needs. This enhances the overall patient experience and outcomes.

CRM 52

CRM Insurance Healthcare Manufacturing 52

Arpedio

FEBRUARY 14, 2024

This focused approach allows organizations to align sales and marketing efforts , foster effective communication and relationship building , and proactively manage key accounts for sustainable growth. Unlike publicly available data, VOC requires proactive communication and relationship-building efforts.

Account Planning 52

Account Planning Account Management Value Proposition Stakeholders 52

Arpedio

FEBRUARY 14, 2024

This focused approach allows organizations to align sales and marketing efforts , foster effective communication and relationship building , and proactively manage key accounts for sustainable growth. Unlike publicly available data, VOC requires proactive communication and relationship-building efforts.

Account Planning 52

Account Planning Account Management Value Proposition Stakeholders 52

Account Manager Tips

MAY 27, 2021

Eco-friendly Allows communication across organizations (more straightforward to send an email to a CEO than get a meeting with one) Disadvantages of email No context Can get out of control with endless chatter (reply after reply, forward after forward) Just because your client read your email doesn't mean they did anything about it.

Communication 130

Communication Meetings Key Account Management Prioritization 130