March, 2023

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Sample strategic planning agenda 2023 strategic planning process UPDTE

Strategic Planning and Management Insights

Strategic planning Agenda for your next strategy meeting. We've been leading strategic planning meetings for the past 12 years (and counting), and we've tested dozens of different strategic planning agendas so that you don't have to. Use our experience to have the best and most effective strategic planning process.

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Three Proven Strategies to Increase Your Business Revenue Performance

The Center for Sales Strategy

Businesses need to continually strive for growth and success to remain competitive in the market. One of the most important goals for any business is to increase its revenue performance. Many strategies can be employed to achieve this goal, but three of the most effective and proven strategies are to focus on customer service and satisfaction, to identify new target markets, and to increase the efficiency of existing operations.

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New Leadership Development Programme from the Managing Partners’ Forum – Consensus through Collaboration

Red Star Kim

I’m excited to announce that the Managing Partners’ Forum has just launched a series of six modules for an innovative leadership development programme for firm-wide leaders of small and medium sized professional services firms. Versions for divisional, functional and aspiring leaders are expected in 2024. I have supported Richard Chaplin at the Managing Partners’ Forum since June 2022 on the research, feasibility, design and development of the programme – and discussions with six amazing speaker

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Understanding Sales Process, Methodology, and Competencies

Mike Kunkle

Sales process, sales methodology, and sales competencies are all important and related aspects of sales effectiveness. But they are not the same thing. Why care? Because getting these right, having them support each other, and fostering adoption and mastery, improves revenue plan attainment, individual rep quota attainment rates, and win rates. It’s been proven in multiple studies and is worth the effort.

Sales 217
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2024, The Year of the Customer

2023's struggles fueled a shift: companies are ditching wasteful strategies in favor of data and AI-powered growth. Enter 2024, the year GTC takes center stage. Discover 5 ways a customer-centric approach unlocks new revenue and delivers lasting success.

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The Time is Now: Why Your Brand Needs AI to Enhance CX

Customer Think

Today’s retail market is increasingly digitized and saturated with competitors, making customer experience (CX) a critical part of the customer journey. In fact, a recent study shows that 75% of shoppers prefer to buy from brands that personalize their purchasing experiences.

Retail 144
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Handling Objections in Sales in 4 Steps

Sales Readiness Group

Handling objections is an essential part of the sales process. Although these can be challenging and even uncomfortable conversations, the sales professionals who navigate objections with finesse can build trust and move deals forward. Use this four-step process to address objections and concerns with confidence.

Sales 121

More Trending

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How to Sell Services Online

Hubspot Sales

Long gone are the days of solely visiting brick-and-mortar businesses to find what you need. Now, e-commerce is booming and here to stay. You can also buy virtually anything online, including services. These services range from financial counseling to tarot readings. When we think about online selling, we usually think about selling products like clothing or electronics.

Media 114
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Best Tips and Tricks for Pipeline Tracking

The Center for Sales Strategy

Pipeline tracking is essential for any sales team that wants to stay on top of their customer relationships and close more deals. It helps to ensure your sales process is as efficient, effective, and streamlined as possible. By tracking every step of your sales process, from lead generation to customer onboarding, you can ensure nothing falls through the cracks.

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Building community for Black History Month and beyond

Zendesk

Many of the events over the past year were historic, especially for Black Americans. From Ketanji Brown Jackson becoming the first Black woman to serve as a justice of the U.S. Supreme Court, to the killers of Ahmaud Arbery and George Floyd being convicted, to Maya Angelou becoming the first Black woman on the U.S. quarter, there have been several recent triumphs for the Black community.

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How UX Design Factors Impact SEO and Engagement Metrics

Customer Think

The entire World is currently shifting towards a complete digital transformation. This means that having a user-friendly and effective website design is essential. When developing a website, it is crucial to have a top-notch User Interface (UI) and SEO to keep customers engaged.

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How to Stay Competitive in the Evolving State of Martech

Marketing technology is essential for B2B marketers to stay competitive in a rapidly changing digital landscape — and with 53% of marketers experiencing legacy technology issues and limitations, they’re researching innovations to expand and refine their technology stacks. To help practitioners keep up with the rapidly evolving martech landscape, this special report will discuss: How practitioners are integrating technologies and systems to encourage information-sharing between departments and pr

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The WHY Behind Sales Coaching

Sales Readiness Group

Sales coaching is crucial in improving sales reps' performance and selling skills. However, many managers don't prioritize this essential task. Why aren't sales managers spending enough time coaching, and what can be done about it? These are important questions to answer. But first, let's examine why sales managers should prioritize coaching in the first place.

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The Changing B2B Sales Landscape: What Sales Leaders Need to Know and Do

RAIN Group

Sales leaders with a finger on the pulse of B2B sales know that marked change is underway. Some changes have been spurred by the global pandemic, with others hastened by the uncertainty of the economy. For their new report, Future of B2B Sales: The Big Reframe , authors at McKinsey & Company spoke to more than 50 heads of sales across a range of industries and geographies to better understand the shift in the B2B sales environment.

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Account Planning Template

ProlifIQ

Account Planning Template for B2B Sales Teams You can steal the key account plan template we use with customers here. We’ll cover each part including: Business Overview Objectives & goals Relationship Mapping White Space (Expansion) Action Introduction: What is Account Planning? Strategic Account Planning is a strategic process sales teams use to increase the likelihood of winning, retaining, and growing critical accounts, to maximize the long-term revenue of an account.

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Mastering the Art of Sales Management: Balancing the Pending vs Pipeline

The Center for Sales Strategy

Sales management is an art that requires a delicate balance between the present and the future. The key to success lies in mastering the art of balancing the pending vs pipeline. This means managing your current deals while also prospecting for new ones. As a sales manager, you must be able to prioritize your time and resources effectively to ensure that you are not only closing deals today but also building a strong pipeline for tomorrow.

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1st, 2nd, and 3rd Party Intent Data: Which Is Right for You?

How do 1st, 2nd, and 3rd party intent data compare? 1st, 2nd, and 3rd party data each have specific advantages and disadvantages. It comes down to four factors: accuracy, cost, control and quantity. This infographic explains the pros and cons of each and helps you understand which one is best for meeting your business objectives. Intent data can be a great way to fill your pipeline and close more deals.

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Elevating women and embracing equity: How 3 organizations make a difference

Zendesk

In March, we celebrate Women’s History Month and International Women’s Day to honor women’s accomplishments and contributions to our culture and society. This year’s theme is “Embrace Equity,” which highlights the importance of acknowledging that everyone has different needs and circumstances, and we must take action to ensure true inclusion and belonging.

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Operational excellence: An underrated strategy for riding through economic uncertainty

Customer Think

We are just one quarter into 2023 and it is certainly shaping up to be a tough one. We have already seen disruption in the tech sector with layoffs amounting to a whopping 140,000 people in three months.

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Setting Up Your New Sales Hire for Success: 5 Key Factors

Sales Readiness Group

Hiring and onboarding new sales hires can be extremely challenging especially for sales managers who lead, manage, and coach an existing sales team. Focus on these five factors to increase your odds of success with new sales hires.

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Team Conflict: How to Manage a Disconnect Between Members of Your Leadership Team

Strategic Planning and Management Insights

SME Strategy is a strategy consulting firm that specializes in helping organizations align their teams and operations around a shared vision, mission, values, goals, and action plans. Our strategic planning services offer guidance on how a strategic planning facilitator can provide support in constructing an effective strategic plan that ensures your strategy is communicated and implemented across your entire organization.

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How to Leverage Intent Data for Better Outcomes

Speaker: Susan Spencer, Principal of Spencer Communications

Intent signal data can go a long way toward shortening sales cycles and closing more deals. The challenge is deciding which is the best type of intent data to help your company meet its sales and marketing goals. In this webinar, Susan Spencer, fractional CMO and principal of Spencer Communications, will unpack the differences between contact-level and company-level intent signals.

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Using Customer Feedback to Find and Fix Seller Blind Spots

Corporate Visions

Data shows that your sellers don’t know why your buyers did or didn’t choose you more than half the time. Learn more about getting customer feedback efficiently and at scale.

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Do You Have the Right Mindset to be a Successful Leader Today?

The Center for Sales Strategy

When we think of leadership, we often think of qualities or characteristics such as courage, inspiration, or perseverance. These qualities or traits are actually one of several ingredients in a powerful recipe for success and winning. That recipe is mindset. Unprecedented headwinds over the past few years have created immense challenges and uncertainty.

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State of Retail CX 2023

Zendesk

The retail industry is under enormous pressure to change. Over the past few years, shoppers have moved from in-store to online and are now somewhere in between. And they expect the same level of excellent service on every shopping channel (even emerging ones like live-stream commerce). What does this mean for retailers? It’s no longer enough to offer great products.

Retail 98
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Why You Should Upgrade Your Customer Service Strategy

Customer Think

Renowned architect, systems theorist, author, designer, inventor and futurist Buckminster Fuller said, “You never change things by fighting the existing reality. To change something, build a new model that makes the existing model obsolete.” So what happens to a business or brand that can’t react to a changing model or environment?

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The 2023 Supply Chain Crystal Ball: Challenges and Solutions

Speaker: Olivia Montgomery, Associate Principal Supply Chain Analyst

Curious to know how your peers are navigating ongoing disruption? The supply chain management techniques that dominated the last 30 years are no longer supporting consumer behavior or logistics and manufacturing capabilities. So what’s working now? What should your plans for 2023 include? By researching the supply chain challenges and solutions that businesses – especially small and midsize businesses – are currently experiencing, we’ve learned what’s working and what’s not.

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How to Ask for High-Quality Sales Referrals: 6 Key Tactics

Sales Readiness Group

Last weekend a strange man knocked at my front door. It turns out it was a painter named Steve with a unique specialty: painting your home address on the curb in front of your house. Steve wasn’t looking for my business, in fact, he reminded me, he had already painted my address on the curb a few years ago. No, Steve was looking for referrals.

Sales 108
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The 3 Pillars of an Effective Data Management Strategy: Monitoring, Tracking, and Reporting

Strategic Planning and Management Insights

SME Strategy is a strategy consulting firm that specializes in helping organizations align their teams and operations around a shared vision, mission, values, goals, and action plans. Our strategic planning services offer guidance on how a strategic planning facilitator can provide support in constructing an effective strategic plan that ensures your strategy is communicated and implemented across your entire organization.

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AI’s Role in Sales Enablement: A View from the Trenches

Corporate Visions

By keeping sellers on message when pivoting to time-sensitive opportunities or capturing niche market share, AI-powered sales enablement facilitates the next wave of sales efficiency, productivity, and results.

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Leveraging Sales Tech Stack to Unlock Bigger Opportunities

The Center for Sales Strategy

The digital revolution has changed how businesses operate, and the sales industry is no exception. In order to stay ahead of the competition, companies must deploy the latest sales tech stack to maximize their opportunities. A comprehensive guide to leveraging sales tech stack can help companies identify the most suitable technology for their business and unlock bigger opportunities.

Sales 96
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The Truth About Sales Agility: Separating Fact From Fiction

Speaker: Michelle Vazzana

Every sales organization wants their sales force to be agile. Why? Because the world is rapidly changing, becoming more complex, and making the salesperson’s job harder. Organizational leaders are unsure of the best way to equip sellers to succeed in this new reality. Should they change their sales methodology? Should they adopt better technology tools?

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How AI and data analysis can help your business provide the personalized service customers demand

Zendesk

Businesses should know a lot about their customers. After all, most companies possess significant data about the people who buy their products and services. But here’s the problem: much of that data remains untapped. Not being able to harness the power of that data means companies face real danger. The ability to access, analyze, and surface data to the right people at the right time is at the heart of what consumers increasingly demand: personalized, immersive experiences in which they feel tru

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The Importance of Data Analytics in Customer Experience Management

Customer Think

With the vast amounts of data that companies collect from various sources, including customer feedback, social media, and website analytics, it has become essential to analyze this data to gain insights into customer behavior, preferences, and needs. And ultimately deliver a consistent customer experience.

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3 Tips to Build a Customer-Success Culture

Sales Readiness Group

In today's highly competitive marketplace, businesses can’t afford to take customer loyalty for granted. Every sales organization must prioritize customer success skills to build stronger relationships, differentiate themselves from the competition, and help retain clients for the long term. Use these three tips to foster a customer success culture in your business.

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How To Improve Employee Productivity

Strategic Planning and Management Insights

SME Strategy is a strategy consulting firm that specializes in helping organizations align their teams and operations around a shared vision, mission, values, goals, and action plans. Our strategic planning services offer guidance on how a strategic planning facilitator can provide support in constructing an effective strategic plan that ensures your strategy is communicated and implemented across your entire organization.

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Negotiate Larger Deals More Quickly

What if there was a better method of changing the conversation with your customer from delivering pricing to delivering value solutions? A method that would help keep you in control, manage the uncertainty, and close larger deals more quickly for you and your company? There is.