Red Star Kim

AUGUST 7, 2023

Raya Blakeley-Glover, Global Head of Business Development – Markets and Business Relationships, Bird & Bird Amanda Afful, Senior BD Executive, Bird & Bird (Moderator) Employee communications There was a discussion about the importance of internal communication for stakeholder engagement and buy-in.

Communication 130

Communication Management Value Proposition Stakeholders 130

Red Star Kim

SEPTEMBER 29, 2023

One delegate question was “ What tips to engage fee earners with investing time and data into the CRM systems?”. How happy are you with your CRM (and integrated mailing, analytics and relationship management capabilities)?

Marketing 130

Marketing Stakeholders Digitalization Communication 130

Upland

SEPTEMBER 1, 2023

This approach simplifies decision-making, addresses customer concerns, and enhances overall satisfaction by presenting relevant product options and information. These tools are a centralized repository where relevant information about individuals, key stakeholders, potential opportunities, next steps, and more can be accessed.

Decision-making 195

Decision-making Stakeholders Customer Experience CRM 195

Insightly

DECEMBER 15, 2021

Here Is The 10-Step CRM Implementation Process We Use With Our Customers. Customer Relationship Management (CRM) implementation is an essential ingredient for a successful CRM project. Up to 69% of CRM projects fail because of poor implementation. 10 Steps To Successful CRM Software Implementation.

CRM 52

CRM Onboarding Software Software 52

Insightly

DECEMBER 15, 2021

Here Is The 10-Step CRM Implementation Process We Use With Our Customers. Customer Relationship Management (CRM) implementation is an essential ingredient for a successful CRM project. Up to 69% of CRM projects fail because of poor implementation. 10 Steps To Successful CRM Software Implementation.

CRM 52

CRM Onboarding Software Software 52

Nutshell

JUNE 22, 2019

The inertia of “the way we’ve always done things” can trip up the implementation of a new CRM , and a team’s familiarity with a software platform (even one that they all complain about! ) Getting internal buy-in means selling your team on why the new CRM will help them sell better. Stage 1: Presenting.

CRM 93

CRM Software Software Decision-making 93

Flevy

JULY 6, 2022

ABM systems facilitate the stakeholders in creating the most qualified leads, developing tailored purchasing journeys, enhancing the lifetime value of customers , and maintaining a healthy pipeline of promising accounts. This is done by adding the account info as a record in the CRM system. Do You Find Value in This Framework?

Marketing 109

Marketing Account Management Facilitation CRM 109

Red Star Kim

JULY 11, 2022

And present evidence of the results achieved. There are lots of articles on internal communications, buy-in and stakeholder engagement. Animal magic of buy-in and stakeholder engagement (Video) (kimtasso.com). Ten top takeaways on stakeholder engagement and buy in (kimtasso.com). Align stakeholder needs and expectations.

Innovation 130

Innovation Marketing Stakeholders Value Proposition 130

Flevy

JUNE 9, 2024

Effective value chain management drives efficiency, reduces time-to-market, and enhances value creation for customers and stakeholders. Public and stakeholder relations maintain the organization’s reputation and foster collaboration with key partners.

Manufacturing 52

Manufacturing Innovation Healthcare Procurement 52

Flevy

JUNE 14, 2024

Effective value chain management enhances operational efficiency, reduces costs, and fosters innovation, thereby creating significant value for patients and stakeholders. Download an in-depth presentation breaking down all the Digital Health Value Chain activities here.

Digitalization 52

Digitalization Healthcare Artificial Intelligence Manufacturing 52

DemandFarm

MAY 9, 2024

It can be used to map out the structure of a client organization, identifying key stakeholders and the relationships between them. While Lucidchart integrates with platforms like Salesforce, these integrations are more about visualizing data rather than enhancing the CRM’s functionality concerning account management.

Key Account Management 52

Key Account Management Account Management CRM Client Relationships 52

Mike Kunkle

APRIL 8, 2023

This fuller qualification prevents sellers from chasing down rabbit holes and wasting time on deals that aren’t going anywhere – or at least not at the present time – and ensures that you have a reasonable chance to win the business. They should be well documented in your CRM, preferably with a scoring system.

B2B 211

B2B Decision-making Sales Stakeholders 211

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

Red Star Kim

SEPTEMBER 26, 2022

They were asked to indicate where most of their time is spent at present: 33% supporting M&BD executives and managers. In the past, many assistants had found limitations in their CRM systems and client data – making digital marketing and relationship management difficult – but this is no longer an issue for many.

Digitalization 147

Digitalization Media Marketing Communication 147

Agile CRM

MARCH 6, 2022

Project managers, stakeholders, and team members can use a project management system to keep track of spending and stay on budget while also providing quality management and documentation. They can also be utilised in businesses as administrative tools for collaboration and communication among project stakeholders.

Software 98

Software Software Management Stakeholders 98

Nutshell

AUGUST 28, 2023

Your steps may vary based on your industry and how thorough your process needs to be to secure leads, but in general, you’ll want to have strategies for each of these moments in the sales funnel: Prospecting Qualifying Developing rapport Presenting solutions Handling objections Closing the sale Following up 1.

Decision-making 118

Decision-making Sales Negotiation Advertising 118

ProlifIQ

SEPTEMBER 6, 2022

Most people relate account planning to something like a quarterly business review (QBR), where sellers and leaders will give an in-depth presentation on the state of their top accounts. After presenting your QBR, it’s typical for many sellers to stash their QBR on their laptop and never touch it again until the next quarter rolls around.

Account Planning 52

Account Planning Stakeholders CRM Leadership 52

DemandFarm

MAY 2, 2024

CRM technology, such as Salesforce or Hubspot, can also aid in automating various sales tasks and maintaining positive relationships with potential customers through the use of marketing materials and organized data sets. Analytical CRM These systems are focused on analyzing customer data and behaviors to draw insights.

Management 40

Management Banking CRM Profitability 40

Arpedio

MARCH 15, 2024

Presentation and Proposal: Presenting the proposed solution in a compelling and persuasive manner, highlighting its value and benefits to the prospect. This includes conducting research on the prospect’s business, industry, and competitive landscape, as well as identifying key stakeholders and decision-makers.

Value Proposition 52

Value Proposition Negotiation Sales Stakeholders 52

PandaDoc

MAY 28, 2024

Tools like CRM and document workflow management software are key to a seamless transition to consulting sales. 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.

Sales 52

Sales e-Learning Healthcare Software 52

ProlifIQ

FEBRUARY 23, 2024

With more stakeholders involved in buying decisions and higher rates of “no decision” outcomes, maximizing strategic accounts is more critical than ever. While most respondents agreed or strongly agreed that CRM-based account planning drives better results, nearly 50% still use disparate systems.

Account Planning 52

Account Planning CRM Energy and Utilities Account Management 52

Red Star Kim

APRIL 12, 2023

Previously, my proactive activities were large projects that I took on e.g. implementing an experience database, a tidy up of our CRM systems. As someone with no formal marketing education and having transitioned from another role within the firm, how can I convince stakeholders and partners to take me seriously and come across confidently?

Media 130

Media Marketing B2C Stakeholders 130

Hubspot Sales

MAY 17, 2023

It’s one thing if you’re asking follow-up questions or digging deeper on a point you didn’t catch — but if you have to ask a buyer to tell you how many stakeholders are involved in a purchase more than once, it’ll be clear you aren’t dedicating your full attention to the conversation. You never want to make your prospect repeat themselves.

Value Proposition 129

Value Proposition Stakeholders Facilitation Communication 129

Arpedio

FEBRUARY 26, 2024

It is a requirement that you are able to physically be present at the office from 8AM to 2PM on the days you are here. With a team of Salesforce consultans, ARPEDIO helps companies get the most from their CRM platform (Salesforce). Relationship Mapping & Org Chart Manage internal and external relationships with key stakeholders.

B2B 52

B2B Innovation Sales Training Account Planning 52

AchieveIt

MAY 4, 2023

Through reducing manual processes, they address some of the key problems (below) that hinder strategy execution Time wasted on manual work The main tradeoff of using spreadsheets and presentations for strategy execution is that your teams ultimately lose a lot of time on tasks that could otherwise be done automatically.

Stakeholders 52

Stakeholders Decision-making Organization Leadership 52

Account Manager Tips

MAY 1, 2021

Now work backwards and fill in the actions you need to take to get this deal ready to present to your client. Even if you use a CRM, tracking your opportunities with a project management tool is a great idea. Do you need the support of internal stakeholders? How are you going to present the offer? I recommend ClickUp.

Negotiation 130

Negotiation Suppliers Decision-making Sales 130

ProlifIQ

FEBRUARY 3, 2023

Use CRM data to find the best accounts to grow. Erik Dunnigan and Eddie Hanson continued to reiterate the importance of coming up with a strong POV to multiple stakeholders, whether a customer or an important opportunity. But how do you do that? What is the benefit of going through the exercise and consistently working with customers?

Account Planning 52

Account Planning Stakeholders Decision-making Sales 52

Arpedio

MARCH 20, 2024

Organizational change and stakeholder buy-in Implementing ABS often requires a cultural shift within the organization, moving away from a transactional sales approach towards a more strategic and collaborative mindset.

Government 52

Government Innovation Prioritization Facilitation 52

Hubspot Sales

AUGUST 26, 2020

Your marketers and salespeople pinpoint vital stakeholders within the target company. Executives at your firm may also interact personally with critical stakeholders of the target account. Descriptive Data – Deeper detail on stakeholders; career information; interests; etc. Customer Success. Executives & Board Members.

Stakeholders 137

Stakeholders B2B Decision-making Sales Environment 137

Arpedio

APRIL 15, 2024

By integrating AI with customer relationship management (CRM) systems, sales teams gain access to real-time data and actionable intelligence, enabling them to make informed decisions and prioritize high-potential opportunities. Automation enhances productivity and accelerates sales cycles.

Artificial Intelligence 52

Artificial Intelligence Decision-making Innovation Prioritization 52

Arpedio

FEBRUARY 26, 2024

Relationship Building : TAS places a strong emphasis on building and nurturing relationships with key decision-makers and stakeholders within target accounts, fostering trust and rapport over time. As a result, organizations can achieve accelerated revenue growth and surpass their sales targets more consistently.

Value Proposition 52

Value Proposition Prioritization Stakeholders Energy and Utilities 52

Strategic Account Management Association

OCTOBER 14, 2021

A while ago, I came across a discussion about the optimal way to capture strategic customers in a customer relationship management (CRM) tool in a way that enables effective, efficient account planning using account planning applications or tools. Options for capturing your complex mega-strategic account in CRM.

Account Planning 520

Account Planning CRM Account Management Decision-making 520

Apptivo

APRIL 21, 2021

To accommodate the changing business ecosystem, the Apptivo CRM and Project Management combined Software has advanced with the changing trends for a better user experience, easy tracking of milestones, and timely delivery of services. The role of project managers has evolved from simple monitoring to strategic leadership. Final Thoughts.

Management 97

Management Artificial Intelligence CRM Software 97

Hubspot Sales

AUGUST 1, 2022

Part of the responsibilities of sales ops is to interpret and present complex data in a simple, easy-to-understand format to people who aren’t in the sales team. Describe a time you worked with a difficult stakeholder(s) and your reaction to the situation. What CRM tools or forecasting software do you use? Data & Technology.

Sales 113

Sales Stakeholders Communication CRM 113

Arpedio

MARCH 6, 2024

Customer Relationship Management (CRM) systems, in particular, can streamline processes, centralize client data, and provide valuable insights into client interactions and preferences. Present recommendations at moments when the client is most receptive, such as after achieving a milestone or experiencing success with existing services.

Account Management 52

Account Management Management Prioritization Client Relationships 52

Arpedio

APRIL 30, 2024

Whether it’s through phone calls, emails, or face-to-face meetings, consistent communication ensures that you are present in their minds and allows you to address their evolving needs promptly. Among the array of technological solutions available, Customer Relationship Management (CRM) systems stand out as a pivotal tool.

Account Growth 52

Account Growth Client Relationships Business Growth CRM 52

Arpedio

MARCH 6, 2024

Account managers working with enterprise accounts must navigate these complexities, build consensus among stakeholders , and deliver solutions that align with the organization’s overarching objectives.

Account Management 52

Account Management Management Client Relationships Communication 52