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Account Planning Template – Five Components for Success

Upland

Savvy sales organizations can take advantage of this lack of enthusiasm, differentiate themselves, and use account planning to find the revenue others miss. Publish your operational rhythm so that everyone is on the same page. Account Planning is undertaken once a year by many organizations, and this is a mistake. ”

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Best Practice Communication Takes Many Forms

Strategic Communications

There is no such thing as “the best” communication channel whether considering internal channels for employee communications or external channels to connect with customers and potential customers. 8x8w – Communication Best Practice. Synchronous messaging, like town hall meetings, one-on-ones, etc.,

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Book review: The Management Shift – How to harness the power of people and transform your organization for sustainable success by Vlatka Hlupic

Red Star Kim

This 2014 book by Professor Vlatka Hluplic didn’t appear on my radar but I had the privilege of meeting the author through my work with the Managing Partners Forum. So here’s a book review: The Management Shift – How to harness the power of people and transform your organization for sustainable success by Vlatka Hlupic. In a nutshell.

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The Importance of Finding Focus for Your Marketing Communication Efforts

Strategic Communications

The white paper needed to include: a focus on the new national campaign theme, a focus on the new local campaign theme, a focus on the areas served, a focus on the organization’s new direction for the coming year, a focus on…OK, hopefully, you get the point. If you focus on everything, you’re focused on nothing!

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Account Planning: Building for Long-Term Revenue

Upland

Savvy sales organizations can take advantage of this lack of enthusiasm, differentiate themselves, and use account planning to find the revenue others miss. Communication. Publish your operational rhythm so that everyone is on the same page. Account Planning is undertaken once a year by many organizations, and this is a mistake.

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13 Executive Dashboard Examples Organized By Department

ClearPoint Strategy

If there is one phrase that represents both enormous potential and challenges to organizations today, it is big data. When done right, dashboards provide valuable insight into the health of an organization and strongly influence executive decision making. And yet data-driven decision making is more important than ever. Click To Tweet.

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Expert advice: What should a weekly 1:1 sales meeting look like?

Nutshell

A 1:1 sales meeting provides sales managers and sales reps time for reflection and goal setting, as well as an opportunity for both sides to raise their concerns. As a manager, you shouldn’t look at your weekly individual meetings as simply a time to go over sales numbers. 1) Start by listening. 1) Start by listening.