Envisio

AUGUST 1, 2023

One final note before we dive in… all Envisio-powered public dashboards shared here are interactive, and allow for the public to download data and other dashboard elements. You can learn more about how the City of Minnetonka is leading the way in performance management and strategy execution practices here.

Government 98

Government Decision-making Co-Creation Finance 98

ClearPoint Strategy

JULY 7, 2021

We have more and more data available to us every day and many companies are stymied by the sheer volume of managing it. The unlikely and overlooked hero is the manager that can turn this avalanche of information into a well-designed dashboard. Download our report to find out. When is a dashboard not enough? HR Dashboards.

Organization 98

Organization Healthcare Decision-making Government 98

ClearPoint Strategy

SEPTEMBER 6, 2021

Good financial management is key to realizing an individual community’s vision, and the budget is among the primary tools guiding that pursuit. See how other local governments have successfully connected budget to strategy—download our collection of case studies and best practices today! But in reality, it’s so much more than that.

Government 95

Government Negotiation Decision-making Finance 95

Hubspot Sales

AUGUST 21, 2023

Your sales manager has given your team a big pep talk encouraging you to dial, dial, dial. If you're in a hurry, skip to the script , or download free sales call templates.) Or perhaps they're finance and banking. Search "General manager" with the "Hospitality" filter. You have your list of names and phone numbers.

Value Proposition 98

Value Proposition Decision-making Software Software 98

AchieveIt

AUGUST 23, 2023

Set a fixed cadence of working In volatile times, effective management begins with making time for strategic planning and execution rather than letting excuses hinder progress. It’s important to carve out dedicated time for planning sessions, setting clear objectives, and establishing a fixed cadence for meetings.

Banking 52

Banking Decision-making Organization Finance 52

Hubspot Sales

OCTOBER 1, 2021

The lead management system is trusted by 20k+ agents who use the tool to automatically distribute and follow up with leads from over 200 different sources. Use email workflows to automatically send replies to leads when they request a viewing, sign a contract or download a resource on your website. Lead Management.

CRM 114

CRM Software Software Finance 114

Brooks Group

MARCH 28, 2024

Gone are the days when you could simply sell to a mid-level manager. Identify contacts in your network who may be able to make introductions and facilitate meetings. Have experts on your team who can speak to different functional areas like finance, operations, marketing, etc. Middle management = operational buyers.

Decision-making 70

Decision-making Logistics Supply Chain Suppliers 70

AchieveIt

MAY 4, 2023

You probably opened a spreadsheet, PowerPoint, or Word document during an initial strategic planning meeting and never looked back. According to Jonathan Morgan , AchieveIt’s VP of revenue operations and head of marketing, “Over 90% of the companies we see, are relying heavily on manual processes to track and manage their plans.”

Stakeholders 52

Stakeholders Decision-making Organization Leadership 52

Hubspot Sales

MARCH 23, 2018

Worrying about finances weighs on your mind and can hold you back from your full earning potential. Here are my tips for diversifying your finances and take bigger risks with passive income. If you find yourself reviewing the same content at coffee meetings, consider developing that content into an online course.

Finance 84

Finance Media Advertising Profitability 84

SBI Growth

SEPTEMBER 30, 2013

Download our CRM Potential Checklist to help you maximize your system investment. There is no value to management, as every deal is seen in the rearview mirror. Incorrect Positioning: Management takes the usual soft approach to communicating the need for CRM. Instead, management builds an overly complex CRM process.

CRM 121

CRM Finance Software Software 121

QYMATIX

APRIL 20, 2021

Not only top management decides based on data, but every department wants individual analyses that fit its own departmental goals. BI is not just software; it is a whole and complex system that spans the entire management and executive level. For finance departments, this is probably a no-brainer. Business Intelligence.

Artificial Intelligence 52

Artificial Intelligence Software Software Negotiation 52

Jermaine Edwards

NOVEMBER 25, 2021

In 2016 I wrote a post on the five foundation steps for stakeholder management success in key account management, that was well received and guided lots of leaders. Stakeholder management and the health of those relationships are critical predictors of success. This new stakeholder management process will equip you to be ready.

Stakeholders 130

Stakeholders Decision-making Shareholders Key Account Management 130

Planview

AUGUST 12, 2022

Teams are regularly rearranged to meet changing needs. A product team might consist of designers, engineers, and product managers, among other roles. A dedicated product manager watches the pipeline for changing customer trends and proactively adjusts the product to match the demands. There’s also the issue of ownership.

Digital Transformation 59

Digital Transformation Digitalization Insurance Innovation 59

Hubspot Sales

JUNE 20, 2019

Mark is the managing sales director at his company, and his job is to help businesses grow better. He spends each day meeting prospects and clients, understanding their core needs, attending conferences, and exchanging information. Mark operates in the finance sector, where information is primarily exchanged with business cards.

Artificial Intelligence 77

Artificial Intelligence CRM Brainstorming Decision-making 77

Hubspot Sales

JANUARY 23, 2018

According to LinkedIn, you’re almost five times more likely to schedule a first meeting with someone if you have a mutual personal connection. With the TeamLink Connections filter , you can easily find the prospects who meet your search criteria and share an acquaintance with you, whether it’s a first or second-degree connection.

CRM 145

CRM Sales eCommerce Decision-making 145

ClearPoint Strategy

JULY 7, 2021

We have more and more data available to us every day and many companies are stymied by the sheer volume of managing it. The unlikely and overlooked hero is the manager that can turn this avalanche of information into a well-designed dashboard. Download our report to find out. When is a dashboard not enough? HR Dashboards.

Organization 52

Organization Healthcare Decision-making Government 52

OnStrategyHQ

APRIL 24, 2023

And before I talk about those four attributes, so I just want to say the reason they need to work well for you is because KPIs are the heartbeat of your performance management process. They are the quantifiable, outcome-based statements you’ll use to measure if you’re on track to meet your goals or objectives. What are KPIs?

Profitability 105

Profitability Publishing CRM Insurance 105

SBI Growth

SEPTEMBER 14, 2013

We find numerous obstacles Sales VPs and Sales Managers face. Some common concerns we hear when trying to pull this off: Getting a replacement requisition approved through Finance and HR. Conducting over 5400 Sales Management surveys and interviewing 600+ executives gave us new insight. Download our Sales Rep Replacement Guide.

Finance 120

Finance Sales Management CRM Marketing 120

OnStrategyHQ

MAY 18, 2021

Download the Complete Guide to Strategic Planning today. Follow Up Offsite Meeting: 2-4 hours. *To OnStrategy is the leader in strategic planning and performance management. Manage your threats. Knowledge Mgmt: Structured training (sales, IT, management, ownership). Like what you’re reading? Strategy Map.

Organization 96

Organization Facilitation Small Business Marketing 96

PandaDoc

MAY 4, 2022

It also explores other tasks, such as expense tracking, time tracking, management reporting, double-entry accounting, etc. Pros: Since PandaDoc is more than just an invoicing software, its key feature is that you can attain many functions and capabilities other than just invoicing (esignatures, contract management, cloud-based backups, etc.,

Facilitation 52

Facilitation Software Software Finance 52

SBI Growth

NOVEMBER 28, 2013

Download the SFE Framework Fault Finder. Facilitate a meeting between sales and corporate leadership to propose your approach for ensuring 2014 strategy execution. A lack of quality leads for the sales team to run through opportunity management reduces the chance to make the number. The Framework Fault Finder. Lead Generation.

Facilitation 110

Facilitation Sales Leadership Sales Leadership 110

Hubspot Sales

DECEMBER 12, 2019

Management Consulting. Management consulting is the most common type of consulting and includes many different niche consulting careers under its umbrella. Firms like McKinsey , Bain & Company , and Deloitte primarily work in management consulting. It’s a $260 billion industry — at least, where it stands as of 2019.

Healthcare 114

Healthcare Supply Chain Software Software 114

Openview

OCTOBER 5, 2017

As a startup, my role began as the sole salesperson, and as we grew, my role quickly progressed into sales manager. The new CEO joined our team, helped us raise new financing, and ultimately took us public. We have created a spreadsheet and guide to help you calculate your team’s chance at meeting their goal.

Sales 72

Sales Finance Software Software 72

ClearPoint Strategy

APRIL 1, 2021

If you manage a team, there’s a good chance you’ve heard of key performance indicators (KPIs). Below are the important steps to consider in effectively tracking KPIs as a part of your performance management framework. Step 2: Make sure your measures meet the criteria for a good KPI.

Acquisition 40

Acquisition Profitability e-Learning Finance 40

Flevy

MARCH 20, 2024

Each global consulting firm maintains an internal knowledge management library of consulting framework presentations. Based on sales and downloads of the FlevyPro frameworks , here is what we found to be the top 10 Digital Transformation frameworks used by management consultants. View the full presentation: [link] 3.

Digital Transformation 52

Digital Transformation Digitalization Artificial Intelligence Government 52

SBI

MARCH 13, 2018

All of these tools — the ones mentioned above, as well as automated emails, dialers, content management systems, help desk apps, you name it — are producing a massive amount of “digital exhaust.” The result is sales management has limited visibility into the pipeline. You likely have 10+ SalesTech apps your sales team is balancing.

CRM 55

CRM Digitalization Finance Decision-making 55

PandaDoc

OCTOBER 3, 2023

Sales enablement software remains vital for managing sales activities efficiently. Manage your sales activities twice as fast Increase your close rate by 36% wuth PandaDoc. Online B2B platforms employing sales enablement software can score leads not just based on interaction metrics like page views or downloads.

Artificial Intelligence 52

Artificial Intelligence Sales CRM e-Learning 52

Nutshell

OCTOBER 21, 2019

So we shifted and started focusing on, “Hey, what were they trying to get done by downloading an eBook? That isn’t easy to do, so you have to manage your inner game of how you feel towards customers. I interviewed Dave Brock , who works a ton with sales leaders and sales managers. Download it today!

Marketing 90

Marketing Sales B2B Decision-making 90

ClearPoint Strategy

MAY 11, 2021

This helps a healthcare facility grasp the overall volume of services provided, which is a foundational metric for how to manage quality within the organization. This measure is linked to a facility’s effectiveness at managing preventable deaths. To meet these new objectives, hospitals were forced to pivot.

Healthcare 40

Healthcare Insurance Profitability Finance 40

ClearPoint Strategy

MAY 13, 2021

Project management is a priority at nearly every organization today because of its effectiveness at setting proper expectations around what can be delivered, by when, and for how much money. Good project management helps teams do much more than deliver what’s been promised. Chapter 1: What Is Project Management? Click To Tweet.

Management 95

Management Software Software Construction 95

ClearPoint Strategy

JANUARY 20, 2021

Participants should include members of the board or leadership, along with representatives from finance, human resources, operations, sales, and any other critical functions. Download this guide to learn how to give it a refresh. Story #3: Strategic Analysis Vs. Customer Relationship Management. Gather a team to help.

Decision-making 40

Decision-making Software Software Government 40

Account Manager Tips

JULY 9, 2020

Your first 90 days in a new job as an account manager are the most challenging.and with the most at stake. Some hiring managers move fast and you may not have the time to do your plan justice if you haven't at least got a draft completed. Are you moving to account management from a different profession? Your manager hired you.

Account Management 130

Account Management Management Key Account Management Stakeholders 130

Hubspot Sales

MARCH 12, 2018

Back to how salespeople used to sell when the only way to communicate required a face-to-face meeting or a seven-day postal wait time. While telephone and face-to-face meetings are the most effective ways to build relationships with people, both prospects and salespeople today seem to prefer email as the first touch.

Publishing 145

Publishing Sales Software Software 145

Nutshell

MAY 20, 2024

This makes managing customer data and engagement so much easier and allows you to automate tasks to save time. But today’s CRM solutions offer far more than just the run-of-the-mill contact management capabilities. That way, you can ensure your CRM meets your unique business requirements.

CRM 62

CRM Transportation Software Software 62

ClearPoint Strategy

AUGUST 24, 2021

Any successful company wants to be able to meet their organizational objectives successfully—but that can be easier said than done. As a bonus, we’ve also included five KPI libraries you can use to guide your organization’s performance management efforts. Download 68 financial KPI examples here. Are you measuring the right KPIs?

Healthcare 98

Healthcare Government Finance Construction 98

Flevy

OCTOBER 2, 2023

The central premise of the Lean Startup methodology is that when startups devote their efforts to continuously developing products to meet the needs of early customers, they minimize market risks, evade substantial initial financing of projects, costly new product releases, and insolvency. Do You Find Value in This Framework?

Manufacturing 104

Manufacturing Value Proposition Digital Transformation Investors 104

ClearPoint Strategy

MAY 13, 2021

Project management is a priority at nearly every organization today because of its effectiveness at setting proper expectations around what can be delivered, by when, and for how much money. Good project management helps teams do much more than deliver what’s been promised. Chapter 1: What Is Project Management? Click To Tweet.

Management 52

Management Software Software Construction 52