ProlifIQ

MARCH 30, 2023

The account planning process includes assessing an account’s business needs, goals, and structure and making sure your product or service delivery and value meet and exceed the expectations of your key accounts. Key account planning drives the sales and support teams to document the stakeholders you will be working with.

Account Planning 98

Account Planning Key Account Management Account Management Stakeholders 98

PandaDoc

MARCH 22, 2024

It provides decision-makers with empirical insights to navigate through mergers and acquisitions (M&As) and other business transactions. Let’s highlight how virtual data rooms can help you enhance the due diligence process by ensuring data security, streamlining workflows, and facilitating seamless collaboration. billion by 2028.

Computers and Electronics 52

Computers and Electronics e-Learning Facilitation Software 52

PandaDoc

APRIL 8, 2024

This is done by forming a team of stakeholders and decision-makers, establishing approval workflows, and effectively integrating automation tools. Deal desk stakeholders and their roles are clearly defined, streamlining approval workflow. Let’s get to it! See also How to close the sales cycle with sales battle cards 2.

Negotiation 52

Negotiation Sales Stakeholders Digitalization 52

Miller Heiman Group

DECEMBER 21, 2020

Changes include the addition of more, and likely new, stakeholders entering the buying and selling process. It makes sense to focus on protecting the core when 70% of organizations report it’s taking longer or significantly longer to close deals with new clients. Who makes the decisions and owns the budget is shifting.

Virtual Selling 122

Virtual Selling Stakeholders Meetings Facilitation 122

OnStrategyHQ

DECEMBER 20, 2023

To kick this process off, we recommend 1-2 weeks (1-hour meeting with the Owner/CEO, Strategy Director, and Facilitator (if necessary) to discuss the information collected and direction for continued planning.) What senior leadership members and key stakeholders are included? Questions to Ask: Who is on your Planning Team?

Value Proposition 98

Value Proposition Facilitation Decision-making Organization 98

ProlifIQ

FEBRUARY 23, 2023

This will give you insight into the other players you’ll want to connect with and primes them to understand your solution affects multiple functions/stakeholders. This puts you in a position to bring a distinct POV to those stakeholders you just uncovered. Keys to Success: Make sure to explain why you’re asking this question.

Stakeholders 52

Stakeholders Account Planning Decision-making Facilitation 52

Planview

SEPTEMBER 9, 2021

Each company is a trailblazer in evolving PPM to meet stakeholder needs and achieve strategic objectives. Both companies sought to streamline data and reporting while empowering their stakeholders, using a centralized enterprise PPM solution. For smaller portfolios, we did not make all capabilities mandatory.

Finance 98

Finance Stakeholders Decision-making Acquisition 98

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. Misaligned goals, conflicting metrics, and lack of communication can lead to inefficiencies and missed opportunities.

Government 52

Government Innovation Prioritization Facilitation 52

AchieveIt

JULY 10, 2023

Quarterly tracking seems like a reasonable approach, giving you enough time to assess performance and make the necessary adjustments. They should be guiding the organization and making strategic decisions, but instead, they’re spending around 70% of their time dealing with these updates.” Decisions cannot be made confidently.

Decision-making 52

Decision-making Stakeholders Meetings Facilitation 52

Flevy

MARCH 21, 2024

They allow us to cut through noise, zero in on the key issues, and facilitate the development of insightful recommendations. Drive the Transformation : Over the first 18 months, the focus is on executing the transformation, making adjustments as necessary, and ensuring that the initiatives are having the intended impact.

Energy and Utilities 52

Energy and Utilities Innovation Stakeholders Decision-making 52

Brooks Group

MARCH 28, 2024

As buying processes grow more complex, it’s becoming increasingly important for sales professionals to gain access to senior executives and C-level decision makers. Today’s major purchasing decisions often involve cross-functional buying committees that include executives from the C-suite. Your prospect lacks budget authority.

Decision-making 70

Decision-making Logistics Supply Chain Suppliers 70

DemandFarm

NOVEMBER 3, 2023

It goes beyond traditional customer relationship management software and interprets disparate data to enable better business decisions. Even before they interact with different stakeholders, your team must be armed with a unified plan and must have access to all relevant information.

Management 52

Management Artificial Intelligence Stakeholders Decision-making 52

Insightly

DECEMBER 13, 2023

Selection ordinarily encompasses several CRM discovery questions aimed at understanding the system’s capability to handle and facilitate the specific customer management needs of the business. A customized CRM offers solutions tailored to meet the distinctive needs of a particular business.

CRM 52

CRM Decision-making Software Software 52

Insightly

DECEMBER 13, 2023

Selection ordinarily encompasses several CRM discovery questions aimed at understanding the system’s capability to handle and facilitate the specific customer management needs of the business. A customized CRM offers solutions tailored to meet the distinctive needs of a particular business.

CRM 52

CRM Decision-making Software Software 52

OnStrategyHQ

JUNE 2, 2023

Evaluating the team’s thinking is an excellent way to ensure that your meetings are productive and efficient. Consider each question’s purpose, relevance, and impact, and make sure it’s designed to help gather the information you need to move your planning process forward. Additional Resources to Consider Is it Strategic?

Strategic Thinking 40

Strategic Thinking Decision-making Stakeholders Facilitation 40

ClearPoint Strategy

OCTOBER 22, 2021

What no one talks about is how hard it is to create one—the thousands of hours spent behind the scenes annually, gathering and inputting data, doing calculations, making charts, and producing dashboards by the outsized number of skilled employees dedicated to the task. Did you make progress toward your goals in the past month or quarter?

Decision-making 98

Decision-making Stakeholders Software Software 98

Arpedio

JANUARY 9, 2024

Let’s delve into why these measurement tools are pivotal for driving success in account management : Strategic Decision-Making: Metrics and KPIs provide a data-driven foundation for strategic decision-making. This, in turn, informs strategic decisions that are aligned with customer needs and business goals.

Account Management 52

Account Management Management Client Relationships Account Planning 52

Hubspot Sales

MARCH 30, 2018

All too often, salespeople simply agree to postpone the decision and check in later. If I believed that you were making the wrong decision, how might I tell you that without you getting upset?”. Okay, well that makes sense. Makes sense. Help them "think it over" on the phone and facilitate clearer decision making.

Decision-making 111

Decision-making Stakeholders Construction Facilitation 111

Flevy

MARCH 20, 2024

They allow us to cut through noise, zero in on the key issues, and facilitate the development of insightful recommendations. It’s especially relevant for mid-size to large organizations looking to leverage AI for automating customer service, enhancing decision-making processes, or improving efficiency in various tasks.

Digital Transformation 52

Digital Transformation Digitalization Artificial Intelligence Government 52

AchieveIt

JANUARY 2, 2024

As the strategy leader, you face a number of challenges — updates delayed, clarity lost, team resistance, and decision-making based on gut feeling rather than data. It needs to empower the plan managers with robust features while offering effortless navigation for end users making updates or seeking status reports.

Organization 52

Organization Government Onboarding Transportation 52

Envisio

NOVEMBER 1, 2023

This provides residents, elected officials, and other stakeholders with visibility into your strategic initiatives, projects, and even geographical mapping. You can easily add, edit, and delete comments, while task links make sharing and collaboration a breeze. Other task management features include: Create unlimited projects.

Management 52

Management Government Stakeholders Decision-making 52

Arpedio

JANUARY 5, 2024

Effective relationship management in sales is not just about making connections; it’s about building and maintaining long-term partnerships that benefit both parties. Its use of dynamic org charts aids in making data-driven decisions and visualizing connections, enhancing relationship building and management in Salesforce.

Management 52

Management Emotional Intelligence Client Relationships Sales 52

Mike Kunkle

FEBRUARY 5, 2023

Other times, sellers work with ad hoc buying committees who have never worked together to make a purchase decision, and who are operating without an aligned process, policies, or even guidelines and guardrails. click the image to see a larger version] This makes sense, right? This is so important to understand.

B2B 198

B2B Sales Decision-making Negotiation 198

Red Star Kim

APRIL 12, 2023

Just before Easter I spent a day facilitating the popular PM Forum training workshop “The Proactive M&BD Executive”. I’ve found some fee-earners don’t contribute to the smaller projects which subsequently slows the larger project down There are focused workshops on achieving buy-in and stakeholder management.

Media 130

Media Marketing B2C Stakeholders 130

PandaDoc

APRIL 29, 2024

Virtual data rooms (VDRs) have become pivotal in meeting the demands of executing modern, complex business deals. Speed and Accuracy An indexed VDR streamlines the due diligence process, enabling faster review and decision-making. This makes it easier for users to understand what each folder contains and find documents quickly.

Organization 52

Organization Investors e-Learning Shareholders 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. Outline how other companies in the industry handle similar situations Offer examples with specific protocols and decisions made.

Government 130

Government Innovation Meetings Finance 130

Planview

MARCH 28, 2024

Create Better Alignment Between Teams: Fostering improved alignment among cross-functional, internal, and external teams establishes clear communication and collaboration channels, which is essential to ensure that various stakeholders work toward shared goals and objectives. Enhancing end-to-end visibility to improve decision-making.

Manufacturing 59

Manufacturing Suppliers Software Software 59

KAMCast

JULY 8, 2021

The evolution of an account manager , over the decades, has taken us on a bit of a journey: Let’s visit the 70s… Where the gift of the gab was enough to see you into a meeting with a key decision maker - armed with a bag full of good stories and friendly chat. How would you rate your rapport building skills?

Key Account Management 52

Key Account Management Account Management Management Facilitation 52

DemandFarm

MAY 22, 2023

Meet Anna, a diligent Sales Manager at Brilliant Solutions , a thriving software company specializing in cutting-edge automation tools. They set measurable goals for their team, ensuring that the company meets its financial objectives. Is a key account manager the same as a sales manager?

Key Account Management 52

Key Account Management Account Management Digitalization Sales Management 52

Hubspot Sales

OCTOBER 14, 2019

Typically, prospective customers go through the following stages when making a purchase: Awareness — The buyer realizes they have a problem or pain point that needs to be solved. Decision — The buyer is comparing available options, and determines which course of action to take. Who makes the final purchasing decisions? —

B2B 137

B2B Value Proposition Decision-making Sales 137

Flevy

MARCH 26, 2024

They allow us to cut through noise, zero in on the key issues, and facilitate the development of insightful recommendations. Supporting Content and Features : Identifying the content and features that support the customer’s journey and meet their needs at each stage.

Customer Experience 52

Customer Experience Digitalization Digital Transformation Organization 52

Arpedio

OCTOBER 17, 2023

From email integration to automated follow-ups, these tools facilitate consistent and personalized communication. Data-driven decision-making is key to maximizing the effectiveness of account management efforts. A smooth implementation can make all the difference in maximizing the benefits of your software.

Account Management 52

Account Management Software Software Management 52

Arpedio

NOVEMBER 30, 2021

Making the customer’s buying journey less complex. The overlay of various interaction media and multichannel customers complicates ‘how’ buyers now interact with sellers and the speed of innovation makes it difficult for customers to keep track and make informed purchase decisions. Back to blog.

Digitalization 52

Digitalization Account Management B2B Decision-making 52

Hubspot Sales

NOVEMBER 9, 2020

Businesses that purchase industrial products are incredibly dependent on them, as they likely make up a significant aspect of their day-to-day processes. Thus, selling machinery used in automobile manufacturing is more competitive, as there are only 15 possible companies that could make use of the product. Complex Purchasing Decisions.

Manufacturing 120

Manufacturing B2B Decision-making Construction 120

Excelerate

MAY 11, 2020

This will help you to explore features and functions from the consumer’s perspective, thereby allowing you to understand how to make interacting with your product easier and providing more benefit. If the feedback is strongly positive, some stakeholders may assume the product is a winner and want to skip the rest of consumer research.

Stakeholders 52

Stakeholders Innovation Decision-making Facilitation 52

Flevy

MARCH 25, 2024

They allow us to cut through noise, zero in on the key issues, and facilitate the development of insightful recommendations. Develop Viable Value Propositions : Crafting compelling value propositions that address the identified opportunities and meet the customer’s job requirements.

Innovation 52

Innovation Value Proposition Stakeholders Organization 52

Arpedio

MARCH 6, 2024

It involves understanding the unique needs and objectives of each client, coordinating internal resources to meet those needs, and ensuring client satisfaction and loyalty over time. Enterprise Accounts: Large-scale enterprises typically have complex organizational structures and decision-making processes.

Account Management 52

Account Management Management Client Relationships Communication 52