PartnerTap

FEBRUARY 17, 2021

Trust is built by prioritizing communication and clarity as well as outlining clear expectations and goals. Digital tools and platforms that enable data sharing , communication and collaboration are critical to keeping partnerships transparent. Mckinsey On Finance. Negotiating a Better Joint Venture.” McKinsey on Finance.

Digital Transformation 98

Digital Transformation Digitalization Management Finance 98

Planview

MARCH 1, 2024

This includes accelerating the sales process, closing bigger deals, and reducing the time spent in negotiations. This tailored communication fosters a collaborative relationship, ensuring that the services are not just provided but are also recognized as integral to the customer’s success.

Value Proposition 59

Value Proposition Software Software Finance 59

SmartKarrot

MAY 19, 2023

In today’s rapidly changing business landscape, finance professionals face increasing pressure to manage complex financial data while making critical decisions that impact the financial health of their organizations. To stay competitive, finance teams must embrace emerging technologies. What are conversational AI and ChatGPT?

Remote Working 10

Remote Working Finance Artificial Intelligence Financial Services 10

SmartKarrot

MAY 19, 2023

In today’s rapidly changing business landscape, finance professionals face increasing pressure to manage complex financial data while making critical decisions that impact the financial health of their organizations. To stay competitive, finance teams must embrace emerging technologies. What are conversational AI and ChatGPT?

Remote Working 10

Remote Working Finance Artificial Intelligence Financial Services 10

Brooks Group

APRIL 9, 2024

Finance, operations, and management, oh my! Procurement managers : Professionals tasked with managing the procurement process, negotiating contracts, and ensuring compliance with organizational policies. Effective communication and value proposition alignment are key to overcoming this challenge.

Value Proposition 93

Value Proposition Procurement Decision-making Stakeholders 93

Hubspot Sales

NOVEMBER 24, 2020

As I touched on earlier, a deal desk might have a role in other aspects of the deal-closing process, including providing advice on negotiation strategy and insight about product knowledge. Again, you might include stakeholders from departments like sales, legal, product, and finance. Who do you want to involve?

Construction 138

Construction Stakeholders Negotiation Profitability 138

The Chapman Group

DECEMBER 8, 2020

The SAM’s role in the loyalty survey process may include: Communicate the value of loyalty survey to account as part of the “strategic account relationship management process”. Ongoing weekly, monthly, quarterly through formalized team collaboration; including reporting, communications and action planning. Negotiations.

Account Management 133

Account Management Management Value Proposition Account Planning 133

Hubspot Sales

MAY 18, 2023

Contract negotiations for projects. Contract negotiations and closure. Courses in risk assessment, management, and finance are provided. Examinees' familiarity with the field of communication, level of professional experience, and level of education are all put to the test in this system. Directing a group.

Negotiation 76

Negotiation Leadership CRM Insurance 76

Hubspot Sales

JANUARY 25, 2019

A venture capital funding is a financing event where the lead investor is a venture fund. The lead investor sets the terms of the round with the company and acts as the primary negotiator. They oversee the negotiations and formalities of the round like determining board structure and employee option pool availability.

Investors 111

Investors Finance Healthcare Negotiation 111

KAM With Passion

JUNE 20, 2021

These cover general business acumen as well as sales and negotiation skills and competencies. Fundamentals of Finance and P&L Management (base level). Negotiation (base level). Understanding Personality types and communication styles. KAM-relevant business competencies.

Key Account Management 130

Key Account Management Account Management Co-Creation Account Planning 130

Nutshell

OCTOBER 1, 2019

Research published by Jo Liversidge and Alexa Bona at Gartner offers some advice in this regard: Do not assume the price will not increase without prior negotiation. Negotiate a maximum net price increase of 3% to 5% for a renewal term. In essence: negotiate, negotiate, negotiate.

Negotiation 99

Negotiation CRM Software Software 99

Hubspot Sales

AUGUST 17, 2020

As they negotiate their deal, Leah recommends including podcast advertising to the client’s package to support the client’s advertising goals and to increase potential revenue her agency can earn from the deal.

Account Development 95

Account Development Management Advertising Profitability 95

The Chapman Group

AUGUST 23, 2020

The SAM’s role in the loyalty survey process may include: Communicate the value of loyalty survey to account as part of the “strategic account relationship management process”. Ongoing weekly, monthly, quarterly through formalized team collaboration; including reporting, communications and action planning. Negotiations.

Account Management 78

Account Management Management Value Proposition Account Planning 78

ACT

AUGUST 4, 2023

If your finances permit, bootstrapping your business ensures complete ownership and gives you more control over business operations. You also need a well-defined cash-flow management strategy to make the most of business finances. Before you meet potential investors, you must outline a solid financial plan.

Insurance 52

Insurance Small Business Investors Finance 52

Apptivo

APRIL 27, 2022

The Finance and accounting module. The Finance and accounting module helps businesses understand the current financial status and the future outlook. Improve supplier negotiations backed by analytics. The sales module has the following capabilities: Keeps track of communications with prospects and customers.

Supply Chain 98

Supply Chain Procurement Manufacturing Logistics 98

Showpad

JUNE 29, 2021

Sales readiness should always be closely connected to the sales content management domain, as all your internal training content has to be managed and communicated as well. Excellent communication skills and fluency in remote selling scenarios, based on excellent foundational selling skills are the key to success.

Onboarding 66

Onboarding Sales Leadership Sales Leadership 66

Hubspot Sales

JUNE 29, 2023

Insurance Sales Agent Responsibilities Identifying potential clients and reaching out to them to offer insurance policies Conducting needs assessments and recommending suitable coverage options to clients Explaining policy features, benefits, and premium payment details Customizing insurance packages to meet individual client needs Generating leads (..)

Insurance 101

Insurance Sales Interpersonal Skills Decision-making 101

Zendesk

AUGUST 22, 2023

Highlight any competitive advantages you can deliver or how you’ll meet underserved needs, like: Affordability Superior performance Improved user experience Communicate these benefits to your sales, marketing, and support staff so they can effectively communicate the value proposition to your customers. Don’t fill a leaking bucket.

Value Proposition 52

Value Proposition Marketing Customer Experience Finance 52

ClearPoint Strategy

SEPTEMBER 6, 2021

Naturally, that means allocating money across departments for purposes of both financing its operations and providing public services. Most of the negotiating happens around the capital budget—which projects will you take on in the near future, and what will their impact be on the community? Approval (Takes 1–2 months).

Government 95

Government Negotiation Decision-making Finance 95

PandaDoc

MAY 28, 2024

Speaking of sales documents, check out our free sales proposal template before negotiating your next deal. Greater customer loyalty and retention: Reps communicate and interact with customers with authenticity. Use gathered information to communicate why you want to help the customer.

Sales 52

Sales e-Learning Healthcare Software 52

QYMATIX

APRIL 20, 2021

For finance departments, this is probably a no-brainer. The real passion here lies in customer communication and interaction. Of course, every salesperson knows that customer data contains essential information and that data analysis is very important for preparing customer meetings or other communication measures.

Artificial Intelligence 52

Artificial Intelligence Software Software Negotiation 52

Hubspot Sales

MAY 24, 2023

A quick look at LinkedIn and previous call notes go a long way to helping you recall each stakeholder’s personality and communication style. Make sure you’ve spoken with your manager and finance team before the closing call to know where you can bend and at what point you need to leave a deal. Handle concerns and negotiations.

Decision-making 109

Decision-making Meetings Negotiation B2C 109

Brooks Group

MARCH 7, 2024

They end up negotiating with sales professionals and with stakeholders and decision-makers in their own organization. It matters only when it becomes an issue with their superiors or the finance department. In some cases, they may not have a clear understanding of exactly what is needed.

Procurement 69

Procurement Management Decision-making Sales Training 69

Miller Heiman Group

JULY 30, 2019

Finance: Similar to procurement, buying influences in finance are concerned with price, but also about how your product impacts the company’s financial performance either by increased revenue potential or cost savings. Knowing this will allow sellers to have a better idea of how to present their solution to each style.

Manufacturing 61

Manufacturing Supply Chain Procurement Decision-making 61

Hubspot Sales

OCTOBER 5, 2018

Appraisals are prepared for lease negotiations, mortgage lending purposes, tax assessments, and more. Soft skills like listening and verbal communication are equally important. With these skill sets, you'll be well-equipped to understand your client's needs, complete your appraisal, and clearly communicate your valuation.

Banking 99

Banking Finance Negotiation Communication 99

SmartKarrot

OCTOBER 28, 2022

Outstanding organizational and people skills, a master communicator who can speak to all levels of the organization and lead complex, cross-functional projects. Excellent presentation and relationship management skills – strong verbal and written communications skills – with a customer-first attitude.

Customer Success 19

Customer Success Interpersonal Skills Stakeholders Finance 19

Help Scout

DECEMBER 26, 2018

The Art of Negotiation. Our VP of Finance, Shawna Fisher, delivered a talk at a company retreat about how negotiation is best understood not as a face-to-face confrontation, but as a side-by-side, problem-solving journey: “Negotiation is fundamentally about human interaction. What harm can come of it?”.

Negotiation 40

Negotiation Publishing Finance Leadership 40

SmartKarrot

DECEMBER 7, 2022

Role: Director, Customer Success Location: Austin, TX, United States (On-site) Organization: Atmosphere As a Director of Customer Success, you will deliver and manage world-class customer onboarding, account management, customer support, and contract negotiation processes that scale at every point in the customer lifecycle.

Customer Success 19

Customer Success Customer Life Cycle Onboarding Finance 19

SmartKarrot

FEBRUARY 9, 2023

Establish quarterly business reviews (“QBRs”) to gauge the health of your customers, get feedback, and communicate planned product upgrades. Ensure that our communications and updates are received by all users at each customer. Manage, assess, and enhance the tools, communications, and procedures supporting customer teams.

Customer Success 19

Customer Success Onboarding Customer Experience Finance 19

SmartKarrot

NOVEMBER 7, 2022

Take the lead on commercial and contract negotiations. Work closely with sales, finance and delivery teams to achieve client outcomes. Maintain a cadence of communicating with customers about their adoption trends, sentiment, and mining opportunities for deeper engagement. Identify case-study opportunities.

Customer Success 19

Customer Success Stakeholders Government Finance 19

Account Management Skills

JANUARY 11, 2022

He’s a consultant, a speaker, a trainer for marketing and communications agencies. He specialises in helping agency leaders and their teams negotiate more profitably. I’ve had it on my shelf for a few years now and it becomes a reference guide for negotiating. So Chris, welcome. Chris 00:44. Good morning, Jenny.

Client Relationships 52

Client Relationships Profitability Procurement Negotiation 52

Zendesk

JANUARY 3, 2022

A company may be interested in your product, but may be waiting on annual budget reports before moving forward into the negotiating phase. When you personalize communication, you build long-lasting customer relationships. To succeed, they needed a sales overhaul with an emphasis on communication, supply line, and forecasting.

Sales Analytics 52

Sales Analytics CRM Sales Decision-making 52

SmartKarrot

NOVEMBER 2, 2022

Be the voice of the customer, driving proactive cross-functional alignment and collaboration internally with key stakeholders in Sales, Product, Engineering, and Finance. Ability to conduct commercial negotiations and work with legal to ensure up-to-date and accurate contracting.

Customer Success 19

Customer Success Stakeholders Onboarding Finance 19

Hubspot Sales

SEPTEMBER 6, 2021

It also provides insight into how to use pensions, 401Ks and IRAs in real estate transactions — along with offering insight into how to protect clients from mortgage finance and loan schemes that target people over 50. Negotiation training. How to Earn It. Maintain an active NAR membership. Complete the SRES course. How to Earn It.

Management 100

Management Finance Negotiation Marketing 100

SmartKarrot

JUNE 2, 2022

Own strategy and planning for your department and execute as an effective operator while effectively communicating your vision and driving buy-in. Work collaboratively with other senior executives and departments across the company, including Product, Engineering, Sales, Finance, and others.

Customer Success 19

Customer Success Stakeholders Onboarding Finance 19

SmartKarrot

MARCH 9, 2021

Work with Finance to ensure accurate reporting of success metrics. Develop and deliver client proposals, presentations and negotiate SOW terms. Onboard and training new clients on the platform, as well as negotiating and delivering renewals. Align with Sales on up-sell opportunities, staying coordinated in customer interactions.

Customer Success 10

Customer Success Negotiation Onboarding Finance 10

PandaDoc

OCTOBER 3, 2023

Machine learning and artificial intelligence can handle them: analyze tons of data and make strategic predictions, cover multiple communication channels, provide valuable advice, and automate most of your routine tasks. This includes their CRM, website backend, customer communication tools, and data storage solutions.

Artificial Intelligence 52

Artificial Intelligence Sales CRM e-Learning 52