Hubspot Sales

MARCH 18, 2019

To turn buyers into business partners, a key account manager (KAM) typically provides dedicated resources, unique offers, and periodic meetings. A key account manager must have an intimate, sophisticated understanding of her account's strategy, market position, finances, products, and organizational structure. Understand the Company.

Key Account Management 127

Key Account Management Account Management Management Account Strategy 127

MDI Training

JULY 7, 2022

In late November 2021, we were invited by a client to participate in an RFP for 4 regional meetings – an event of sales executives. Despite the end of the year, the high implementation risk (first major f2f events after Corona) and the usual pre-Christmas stress, we accepted the challenge. Learning Objectives.

e-Learning 52

e-Learning Leadership Co-Creation Digitalization 52

SmartKarrot

MARCH 25, 2022

Act as a trusted advisor and thought leader in the event marketing space. Develop expertise in Splash technology and Events marketing methodology in order communicate long-term roadmap and represent customer needs internally. Complete customer account plans while maintaining customer satisfaction ratings that meet company standards.

Customer Success 19

Customer Success Account Planning Stakeholders Finance 19

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

Hubspot Sales

MAY 30, 2019

Each stage should define the objective, best practice activities, tools, models, and customer actions that signal readiness to advance to the next stage (for example, the customer agrees to a meeting in stage one or provides access to the executive buyer in stage two). Step 6: Implement, Follow Through, Assess Results, and Expand.

Procurement 108

Procurement Negotiation Sales Leadership Sales 108

QYMATIX

OCTOBER 16, 2023

Companies, self-employed individuals, and private citizens who can no longer meet their payment obligations due to current or impending overindebtedness are required to file for insolvency protection. The last years brought very unusual events. They opened a DIY online shop under praktiker.de, independent of the former company.

B2B 40

B2B Retail Artificial Intelligence Manufacturing 40

Arpedio

OCTOBER 17, 2023

This allows for hands-on experience, helping to determine whether the software meets your expectations and requirements. Regularly back up your account management software to prevent data loss in case of unexpected events. Relationship Mapping & Org Chart Manage internal and external relationships with key stakeholders.

Account Management 52

Account Management Software Software Management 52

ClearPoint Strategy

NOVEMBER 19, 2020

It is a period of engagement with your leadership, stakeholders, and community with a common goal to clearly articulate your organization’s big picture vision, craft a compelling mission that captures what you are looking to achieve, and develop a set of goals that enable you to move the needle on the important work you’ve set out to do.

Profitability 40

Profitability Stakeholders Government Leadership 40

SmartKarrot

JULY 27, 2022

Work closely with Sales, Product, Technology, Finance, Solution Engineering, Support and other internal groups to set the customers and the CSMs up for success. Represent Branch at relevant regional conferences and events. Build a proactive organization that plays offense and doesn’t wait for customer issues to engage.

Customer Success 19

Customer Success Leadership Finance Facilitation 19

SmartKarrot

APRIL 27, 2021

Build a system to easily communicate status of Customer Success initiatives to the Executive Management team and other key stakeholders. Develop a strong network of relationships among peers, partners, customers, and other key stakeholders. Assist in organizing London events & meetups for a global audience.

Customer Success 10

Customer Success Account Management Stakeholders Finance 10

SmartKarrot

MAY 20, 2021

Role: Vice President, Customer Success Location: Austin, TX, US Organization: Virta Health As a Vice President of Customer Success, you will scale the team to meet growing business needs, 3-4x the current rate of enterprise customers as well as health plan clients. Driving usage on the platform and participation of your clients at events.

Customer Success 10

Customer Success Value Proposition Stakeholders Onboarding 10

SmartKarrot

AUGUST 16, 2022

The Quarterly Business Review is a quarterly business meeting where stakeholders meet to discuss KPIs and goals. A QBR meeting helps determine if the strategic goals were met over the last quarter. QBRs ensure that companies deliver customer outcomes in a timely manner by encouraging meetings and conversations.

Meetings 10

Meetings Finance Stakeholders Customer Success 10

SmartKarrot

JUNE 21, 2021

Effectively lead initiatives that require collaboration across several internal LiveRamp resources and stakeholders, including but not limited to product, finance, technical services, data ethics, legal and privacy teams. Clearly communicate the progress of weekly/monthly/quarterly initiatives to internal and external stakeholders.

Customer Success 10

Customer Success eCommerce Value Proposition Advertising 10

SmartKarrot

NOVEMBER 18, 2020

Inspire customer success across the Customer Success department and throughout the company, working with sales, marketing, product, and finance. Understanding the intricacies of the products, services, and partner networks thoroughly to leverage as needed to meet our merchants’ needs.

Customer Success 10

Customer Success Onboarding Finance Leadership 10

SmartKarrot

APRIL 4, 2022

Teams like sales, marketing, management, finance, technology, and others need to focus on the vision with respect to customer satisfaction. With C-Suite executives being at the helm of all events, customer success strategies need to entwine CS into all departments. Start from the smallest level. Design the customer experience.

B2B 10

B2B Customer Experience Customer Success Decision-making 10

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. Different stakeholders have different goals and organizational areas of focus. The audience for this dashboard would be the finance team and executive board. Customer Dashboard.

Healthcare 98

Healthcare Government Finance Construction 98

SmartKarrot

OCTOBER 19, 2022

The role can include any number of tasks, including managing client relationships, developing marketing strategies, coordinating events and trade shows, and more. The highest-paying industries are IT, technology, finance, and banking. Account managers oversee the relationship between a company and its clients or customers.

Account Management 10

Account Management Management Telecommunications Healthcare 10

Apptivo

JULY 21, 2021

With everything available at their fingertips, customers are leveraging SaaS applications to meet their fundamental demands. The developers also need to optimize the software to meet the increasing number of customers. The stakeholders associated with the SaaS company come across several challenges while moving through each stage.

Finance 111

Finance Software Software Decision-making 111

Red Star Kim

MAY 11, 2023

Brand activation is where visibility is increased through engagement with the target audience through seminars, exhibitions, events, sponsorship, celebrity endorsement and product sampling. Vision – What will meeting the need with data look like? In professional services there is only Accenture at 31 (which has grown 15%).

Management 130

Management Co-Creation Publishing Leadership 130

Account Management Skills

FEBRUARY 20, 2023

I meet a lot of other agency owners and when they say to me, we are a full service digital marketing agency that works across all industries and niches, I don’t know what to do with them. What challenges are these b2b tech companies and finance companies talking about? So it’s going to be a really nice event.

Stakeholders 52

Stakeholders B2B Decision-making Marketing 52

PandaDoc

FEBRUARY 13, 2023

The work resulting from these collaborations should be attributed to everyone involved, rather than being listed as something like “a marketing project with some input from finance”. Make sure you identify important project stakeholders across your company at the beginning of the project. You could try some team building games.

e-Learning 91

e-Learning Brainstorming Decision-making Communication 91

Insightly

SEPTEMBER 28, 2023

Compared to traditional corporate functions — like sales, marketing, human resources, and finance — revenue operations is a relatively new field. Collaborates with cross-functional teams to ensure systems are meeting the needs of all constituents. Maintains relationships with internal stakeholders and external partners.

Finance 52

Finance CRM Customer Success Decision-making 52

Insightly

SEPTEMBER 28, 2023

Compared to traditional corporate functions — like sales, marketing, human resources, and finance — revenue operations is a relatively new field. Collaborates with cross-functional teams to ensure systems are meeting the needs of all constituents. Maintains relationships with internal stakeholders and external partners.

Finance 52

Finance CRM Customer Success Decision-making 52

Hubspot Sales

JUNE 8, 2022

If a company were to leverage the Delphi model, it would gather a diverse array of experts and send them questionnaires without any of them ever meeting face-to-face. The method doesn't allow for a productive, open dialogue like a face-to-face meeting would. Delphi Financial Forecasting Example. Drawbacks of Delphi Forecasting.

Software 86

Software Software Decision-making Finance 86

SalesGlobe

JUNE 13, 2022

And that this particular sales organization, they do a lot of conferences and events. And the one person’s comment was, you know, I do spend a significant amount of time on events. And we’re discussing something around getting stakeholders right. And then I recall another one that was pretty funny too. Nick DeSalvo.

Sales 52

Sales Stakeholders Organization Communication 52

SBI

AUGUST 30, 2018

This helps salespeople have richer touchpoints with the customer on a periodic basis, and cultivate strong relationships with key stakeholders. Prospects feel confident about the solution meeting their needs when they hear directly from existing customers on their use of the product/service.

Customer Success 38

Customer Success Onboarding Finance Organization 38

Hubspot Sales

JULY 1, 2019

Instead of one salesperson targeting a single contact within a company, an entire team is dedicated to targeting multiple stakeholders at the prospective customer’s company. Every team -- Sales, Sales Development, Marketing, Customer Success, Finance, Product, Engineering, and the C-suite -- must be aligned.

Stakeholders 85

Stakeholders Finance Sales Decision-making 85

SmartKarrot

NOVEMBER 26, 2020

A quick example of that could be targeting only the finance professionals from the bay area for a particular product that meets their need. But a 360 customer view allows each of these stakeholders to get a holistic understanding of a customer. Knowing your customer. Personalized customer experience.

Customer Success 12

Customer Success Customer Experience Business Growth Finance 12

Hubspot Sales

MAY 22, 2018

In order to build a successful company, you’ll need to create and fine-tune a business plan, assess your finances, complete all the legal paperwork, pick your partners, choose the best tools and systems to help you get your marketing and sales off the ground … and a whole lot more. Pros: They make seeking venture financing easy.

Finance 145

Finance Business Planning Small Business Investors 145

Red Star Kim

OCTOBER 18, 2022

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. She returns to the impact of leadership style, saying “innovation is a culture rather than an event” (referencing Gary Shapiro’s “Ninja Innovation”).

Organization 130

Organization Innovation Leadership Management 130