Strategic Account Management Association

APRIL 5, 2021

You have had a successful meeting if: You have presented the CXO with new (and relevant) information that provides them with value You have received information from the executive that illustrates not only a plan of action but continued access to the executive You have to do something for the CXO and the CXO has to do something for you.

Manufacturing 520

Manufacturing Account Management Decision-making Meetings 520

Red Star Kim

AUGUST 14, 2023

Presentation skills – TED Talks Chris Anderson book review (kimtasso.com). How can I improve my cross cultural communication (kimtasso.com) Curiosity Humans are curious. An example might be: “Five things every Finance Director asks” or “What every General Counsel considers when choosing a law firm”. Show them with stories.

Artificial Intelligence 130

Artificial Intelligence Value Proposition Media Emotional Intelligence 130

Red Star Kim

SEPTEMBER 29, 2023

The session comprises three elements: marketing and business development fundamentals, practical marketing communication and business development skills and growing your career. Role of PR and external communications External communications are fundamental for raising awareness and increasing brand recognition.

Marketing 130

Marketing Stakeholders Digitalization Communication 130

Red Star Kim

MAY 11, 2023

Most M&BD professionals will have some involvement in brand work – whether through campaigns for brand awareness and activation or brand management (ensuring that all activities and communications are in line with agreed brand guidelines). In professional services there is only Accenture at 31 (which has grown 15%).

Management 130

Management Co-Creation Publishing Leadership 130

Red Star Kim

NOVEMBER 24, 2023

Sometimes I have also presented sessions. The climate clock is ticking and presents opportunities for competitive differentiation. Preparing professionals for the future I co-presented with Julie McConnell from White and Case. For over 20 years I have attended and reported on the annual Professional Marketing conference.

Digitalization 130

Digitalization Leadership Marketing Brainstorming 130

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

Hubspot Sales

MARCH 8, 2023

requires an extensive understanding of finance to back it up. Employment of securities, commodities, and financial services sales agents is projected to grow 10% from 2021 to 2031 — faster than the average for all occupations.

Financial Services 101

Financial Services Manufacturing Finance Transportation 101

Hubspot Sales

JUNE 6, 2019

A career and career path that draws heavily on your ability to think critically, analyze complex data, and communicate your results clearly to peers and executives. In this role, you’d serve as the liaison for client relationships, communicating sales and marketing messages and assisting in the management of the account. The result?

Supply Chain 111

Supply Chain Finance Sales Account Management 111

Red Star Kim

FEBRUARY 14, 2023

This requires you to listen carefully to what is being said and to observe non-verbal communication that might suggest that there is something else to consider. A good example of a limiting belief comes from running. When people didn’t believe a person could run a mile in under four minutes – this became a limiting belief.

Emotional Intelligence 130

Emotional Intelligence Marketing Stakeholders Communication 130

Revenue Storm

FEBRUARY 14, 2023

As the sales world gets smaller, it is imperative that good salespeople consider how they communicate, present, and establish themselves with their clients and prospects. Each of these would require language, communications, and stories relevant to what they represent for their company. Take note of this for your presentation.

Meetings 78

Meetings Finance Leadership Business Growth 78

Brooks Group

APRIL 9, 2024

Finance, operations, and management, oh my! Bigger deals usually mean bigger committees, which present unique challenges compared to selling to an individual decision maker or even a small group. Information Overload With multiple decision makers involved, there are many details, schedules, and materials to manage and communicate.

Value Proposition 93

Value Proposition Procurement Decision-making Stakeholders 93

Showpad

OCTOBER 16, 2023

Tailored Presentations By leveraging AI’s strong ability to summarize and distill information, sellers can deliver presentations that resonate deeply with buyers, showcasing their understanding of their unique challenges, and proving that their solutions are the ideal fit.

Artificial Intelligence 52

Artificial Intelligence Sales Banking Finance 52

PandaDoc

MAY 28, 2024

Salespeople present custom solutions and not cookie-cutter pitches. What’s important is that the solution presented is useful to the lead. For instance, let’s say you give a sales lead a presentation full of insights. Increased customer satisfaction (CSAT): You offer personalized presentations and custom solutions.

Sales 52

Sales e-Learning Healthcare Software 52

Red Star Kim

APRIL 11, 2023

In early April I facilitated another of MBL’s training workshops on “ Pitch Perfect – How to Prepare & Present Winning Pitches & Tenders” for legal and accounting firms. Producing a great looking document or presentation really quickly is not a great strategy if the win rate isn’t improving.

Government 130

Government Innovation Meetings Finance 130

Brooks Group

APRIL 23, 2024

Transferrable Skills The skills developed in sales —such as communication, negotiation, problem-solving, and time management—are highly valued across many industries, making sales experience a valuable asset. Professional Opportunities Sales roles exist in virtually every industry, from technology and healthcare to retail and finance.

Sales Training 68

Sales Training Sales Decision-making Negotiation 68

Account Manager Tips

MAY 25, 2021

Communication improves, friction reduces, and consistency increases across products, prices, processes and locations. Key account management needs the help of finance, legal, IT and others to reach their goals. Decide how you will measure and communicate results. Burnett, K. Strategic Customer Alliances. London, UK: Pitman.

Key Account Management 246

Key Account Management Account Management Management Suppliers 246

Sales Outcomes

JUNE 13, 2022

An initial value proposition enables salespeople to effectively communicate the value (business case) of a potential solution in a manner that accelerates the sales cycle. I researched and leveraged experience, so the numbers I presented were comfortably achievable. Building a business case for change is the essence of B2B selling.

Value Proposition 52

Value Proposition Finance B2B Software 52

Help Scout

AUGUST 17, 2021

We know cash rules everything around us, but there are plenty of rules around cash too, and that’s just one of the challenges to delivering great customer service in finance. When you put all that together, it’s clear that working in finance is complicated. Each area of finance has unique rules.

Financial Services 80

Financial Services Finance Communication Onboarding 80

Account Management Skills

DECEMBER 28, 2021

Eloise works as a freelance communications consultant and copywriter for both agencies and brands and I think you’ll find this interesting whether you’re thinking about copy in the context of your client’s business or your agency’s business. Eloise is a communications consultant and a trained linguist.

Communication 52

Communication Account Management Government Meetings 52

CMOE

SEPTEMBER 24, 2020

These skills help you understand how your organization succeeds or where it falls short, enables smoother communication across departments, and ultimately drives major business decisions. Credits, debits, cash flows, and income statements can help you understand the way your company works and communicate efficiently across departments.

Finance 98

Finance Profitability Decision-making Leadership 98

Hubspot Sales

JUNE 8, 2021

But it's also about relationships, follow-through, communication, analytics, and patience. Due to the role's responsibilities, the best SDRs have strong interpersonal communication and organizational skills, understand the ins and outs of the products or services, and make a lasting impression. That can be true.

Finance 108

Finance Sales Account Management Leadership 108

Hubspot Sales

MARCH 22, 2022

You sell a piece of your business to an investor or groups of investors and they provide the financing to move your business forward. With this information, you can present your business’s current status and future projections. Clean finances give investors confidence and a clear picture of your company's health. Final Thoughts.

Investors 84

Investors Small Business Finance Banking 84

PandaDoc

APRIL 8, 2024

Small companies may also opt for a sole deal desk manager or a deal desk analyst who fosters communication between teams. Finally, a deal desk decides on the supporting sales collateral needed to strengthen a sales offer , such as a presentation deck, a one-pager, a case study, and other materials.

Negotiation 52

Negotiation Sales Stakeholders Digitalization 52

Flevy

MARCH 20, 2024

Each global consulting firm maintains an internal knowledge management library of consulting framework presentations. Each FlevyPro consulting framework presentation follows the standard “headline-body-bumper” design structure that is utilized by all the global strategy consulting firms. View the full presentation: [link] 2.

Digital Transformation 52

Digital Transformation Digitalization Artificial Intelligence Government 52

Zendesk

JANUARY 18, 2022

This may seem like a common-sense concept, but 86 percent of employees and executives say that lack of collaboration and communication is the main cause of workplace failure, so we think it’s safe to say that your S&OP process could use some revision. There should be a representative (usually a manager) present for each team.

Supply Chain 52

Supply Chain Logistics Finance Decision-making 52

Planview

FEBRUARY 22, 2024

For example, while NYC may be a center of finance, that does not mean the skills financial organizations seek can only be found in the NYC area. Transition from hub working to remote ‘spoke’ working There needs to be a significant change that emphasizes the potential of tapping into talent from diverse regions.

Digitalization 59

Digitalization Leadership Healthcare Innovation 59

QYMATIX

MAY 25, 2021

Here we present you, how these two worlds are falling in love with each other using an example of weak AI. Ms Rich, a renown British researcher in the field, presented in 1983 AI as the enabling technology to make computers do things, that people currently do better, for instance, speech recognition.

Artificial Intelligence 98

Artificial Intelligence B2B e-Learning Sales 98

Envisio

JULY 21, 2023

We invite and encourage others in the government finance sector to do the same. The overall focus at this year’s GFOA Annual Conference in Portland was on adopting innovation and growth mindsets. GFOA is proud to serve as a resource and catalyst for innovation.

Government 52

Government Finance Co-Creation Innovation 52

ClearPoint Strategy

AUGUST 24, 2021

Effective KPIs are actionable, crucial, and easily communicated throughout the organization. It usually provides a collection of various metrics in one location and presents data in various chart formats. The audience for this dashboard would be the finance team and executive board. So why are KPIs important? KPI Dashboards.

Healthcare 98

Healthcare Government Finance Construction 98

Showpad

JANUARY 8, 2021

Think about changes in healthcare and totally new concepts of approaching diseases, such as virtual appointments, local data collection of chronic diseases and instant communication of, for instance blood sugar data to the doctor. Bring the framework to life with regular, short meetings: Advisory board meetings are great to present results.

Virtual Selling 144

Virtual Selling Finance Digitalization Digital Transformation 144

Hubspot Sales

APRIL 25, 2023

Management advice covers operations, strategy, finance, marketing, and governance. Finally, Claire pitches the optimal solution to her client, typically via a slide deck presentation. From healthcare to tech, finance, education, and retail, there’s a boutique consulting firm for any industry you can think of. The result?

Healthcare 92

Healthcare Insurance Shareholders Interpersonal Skills 92

Hubspot Sales

APRIL 4, 2023

I think it presents a huge opportunity to optimize marketing campaigns — especially with customer segmentation and targeting. Based on the data, I identified several areas for improvement, including better communication from leadership, more opportunities for professional development, and a more inclusive workplace culture.

Supply Chain 102

Supply Chain Leadership Construction Artificial Intelligence 102

Hubspot Sales

JANUARY 25, 2019

A venture capital funding is a financing event where the lead investor is a venture fund. Having a venture fund lead your financing round dramatically increases the speed and likelihood of closing the round. The main material in most early-stage financing conversations is your investor deck. Venture Capital Funding.

Investors 111

Investors Finance Healthcare Negotiation 111

Strategic Communications

NOVEMBER 14, 2023

Copyright: Navigating New Terrain Daniel Restrepo, an associate at the Fennemore law firm’s Phoenix office , working in its business and finance practice group, says that there are two conflicting interests when it comes to the regulation of intellectual property (IP) and generative AI. The quandary?

Internet 52

Internet e-Learning Digitalization Government 52

Apptivo

JULY 10, 2022

An information system indicates the devices, the procedures and the operating system required to produce information and communicate to the user for further planning, control and performance. The systems need to work even if you are not present to execute it. What are the four characteristics of a system? The system must be repeatable.

Finance 52

Finance Profitability Decision-making Advertising 52

Apptivo

JULY 22, 2022

It contains all the internal business data such as sales data, marketing data and finance data. It paves way for smooth communication among the business partners and stakeholders. CRM provides reports that present you with the performance metrics that help gather insights and make sound decisions. Collaborative CRM.

CRM 52

CRM Software Software Decision-making 52