SBI Growth

JULY 23, 2013

Finance has told you there’s no budget. You can then show how Social Selling adds value around the organization. As the following BMW case study illustrates, Social Selling impacts the entire organization. A social sales organization could have prevented this. Reps can use event to get an appointment with prospects.

Value Proposition 129

Value Proposition Finance Leadership Communication 129

SmartKarrot

MARCH 25, 2022

Role: Customer Success Director Location: New York, NY, US Organization: Pacvue As a Customer Success Director, you will work with brands to identify business priorities and goals. Act as a trusted advisor and thought leader in the event marketing space. Build, manage, and lead the Customer Success team for Pacvue Commerce.

Customer Success 19

Customer Success Account Planning Stakeholders Finance 19

Account Manager Tips

JULY 27, 2020

And they also challenge the organization and how we should do account management. As long as you keep the account and the client alive and you grow it, the potential of you to work with an account can be over years, if you’re staying for years in an organization. So when I entered the organization, I entered at a good moment.

Account Management 130

Account Management Business Growth Management Account Planning 130

Hubspot Sales

MAY 30, 2019

We know that best-in-class sales organizations use a consultative sales process. Instead, we help you target relevant subscribers at the right events, with the right ads, at the right time. You should already know what steps need to be taken for your prospect's organization to buy a new product or service.

Procurement 108

Procurement Negotiation Sales Leadership Sales 108

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

ClearPoint Strategy

NOVEMBER 19, 2020

As a nonprofit organization, the development of a strategic plan can be one of the most exciting times. Upon completion, you feel a sense of energy about the direction of the organization and the impact your work will have in this world. We spend most of our time just trying to keep the organization afloat. You are not alone.

Profitability 40

Profitability Stakeholders Government Leadership 40

Arpedio

OCTOBER 17, 2023

Table of Contents Overview of account management software tools Account management is a fundamental practice for any organization’s overall success. Regularly back up your account management software to prevent data loss in case of unexpected events. Documentation: Create internal documentation for your team. Superior together.

Account Management 52

Account Management Software Software Management 52

SmartKarrot

JULY 27, 2022

Role: Director Customer Success Location: Remote, United States Organization: symplr As a Director of Customer Success, you will be responsible for providing leadership, mentoring, and professional development for customer success team members. 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

Hubspot Sales

JANUARY 23, 2018

But that mostly limits you to salespeople, recruiters, and maybe your executives -- after all, the average marketer, customer support rep, or finance associate isn't going to need an account. You can also check out the TeamLink section of an accounts page, which helps you build strategic relationships at an organization you’re targeting.

CRM 145

CRM Sales eCommerce Decision-making 145

SBI

MARCH 30, 2021

Remote Selling has become an important focus for every sales organization. As companies began operating remotely, it became clear that sales organizations needed to reassess their sales tech stack. Involving stakeholders across the company seems to be the key to winning larger, high-value deals. Source: Gartner. from M.I.T.

Facilitation 40

Facilitation Software Software Decision-making 40

SmartKarrot

FEBRUARY 21, 2023

With the rapid evolution of SaaS platforms, the existing benchmarks of success are being replaced with new ones that better reflect the intrinsic value of functions and businesses in the eyes of stakeholders and investors. Account plans, by extension, need actions to be carried out by stakeholders from all relevant functions.

Account Management 10

Account Management Management Account Planning Stakeholders 10

SmartKarrot

APRIL 27, 2021

Role: AVP, Customer Success Location: Remote, United States Organization: League Inc. 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.

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

JUNE 21, 2021

Role: Director of Customer Success, eCommerce Location: Remote, United States Organization: Quotient Technology Inc. Customer Success Manager, Brands Location: Phoenix, AZ, US Organization: LiveRamp As a Sr. 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

APRIL 6, 2021

Role: Director of Customer Success Location: Boca Raton, FL, US Organization: GRUBBRR As a Director of Customer Success, you will collaborate with sales and operational leadership to ensure business objectives are aligned, effectively create a bridge between the departments to ensure accuracy and ensure metrics are being met.

Customer Success 10

Customer Success Digital Transformation Onboarding Account Development 10

SmartKarrot

NOVEMBER 18, 2020

Role: Director, Customer Success Location: Toronto, Ontario, Canada Organization: Book4Time Inc. Inspire customer success across the Customer Success department and throughout the company, working with sales, marketing, product, and finance. Maximize customer retention metrics.

Customer Success 10

Customer Success Onboarding Finance Leadership 10

SmartKarrot

APRIL 4, 2022

Customer-centric organizations must understand the customer through data and insights. It is important to establish customer success at all levels of the organization. Teams like sales, marketing, management, finance, technology, and others need to focus on the vision with respect to customer satisfaction.

B2B 10

B2B Customer Experience Customer Success Decision-making 10

ClearPoint Strategy

AUGUST 24, 2021

Key performance indicators (KPIs) play a role in nearly every organization. As a bonus, we’ve also included five KPI libraries you can use to guide your organization’s performance management efforts. Key performance indicators (KPIs) play a role in nearly every organization. Click To Tweet. In this article.

Healthcare 98

Healthcare Government Finance Construction 98

Insightly

SEPTEMBER 19, 2023

Data Integration and Accessibility: An effective CRM strategy requires the integration of various data sources within the healthcare organization. Feedback and Quality Improvement: A robust CRM system should enable healthcare organizations to collect patient feedback, both during and after treatment.

CRM 52

CRM Insurance Healthcare Manufacturing 52

Insightly

SEPTEMBER 19, 2023

Data Integration and Accessibility: An effective CRM strategy requires the integration of various data sources within the healthcare organization. Feedback and Quality Improvement: A robust CRM system should enable healthcare organizations to collect patient feedback, both during and after treatment.

CRM 52

CRM Insurance Healthcare Manufacturing 52

SmartKarrot

JUNE 5, 2023

Asana Task Manager is an excellent platform that helps streamline workflows and keep tasks organized in one place. This is also very ideal for organizations to manage and monitor their teams, maintain transparency and keep track of the progress. What makes it even better is its ease of use! Who is it for?

Management 10

Management Decision-making Organization Customer Success 10

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

The stakeholders associated with the SaaS company come across several challenges while moving through each stage. Unless the company has a reliable finance management system, it will be difficult to gain their trust and make them activate subscription plans. Image Source: Statista. However, it turns out to be a complex process.

Finance 111

Finance Software Software Decision-making 111

Hubspot Sales

JUNE 22, 2022

There are several kinds of potential stakeholders you need to account for, and each connection requires some degree of individual attention and effort. Virtually any stakeholder that has some kind of bearing on a business's success or operations can have one with that company. Financial Relationships.

Stakeholders 108

Stakeholders Publishing Investors Prioritization 108

Insightly

SEPTEMBER 28, 2023

Compared to traditional corporate functions — like sales, marketing, human resources, and finance — revenue operations is a relatively new field. At the same time, today’s organizations have more customer data at their disposal than ever before. In this blog post, we’ll dig into the emerging field of revenue operations.

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. At the same time, today’s organizations have more customer data at their disposal than ever before. In this blog post, we’ll dig into the emerging field of revenue operations.

Finance 52

Finance CRM Customer Success Decision-making 52

Account Management Skills

FEBRUARY 20, 2023

What challenges are these b2b tech companies and finance companies talking about? So we are taking all of our clients to Cirque Du Soleil, at the beginning of March, which is a big event. So it’s going to be a really nice event. And how are they expecting you to be able to solve them?

Stakeholders 52

Stakeholders B2B Decision-making Marketing 52

Envisio

AUGUST 14, 2023

This also doubles as, “Identify the stakeholders involved.” This data could include surveys, reports, existing databases, national datasets, or information collected from various departments within your local government organization. Community Events Attendance – How many folks showed up? Is this an internal KPI?

Government 52

Government Energy and Utilities Cybersecurity Insurance 52

Apptivo

JULY 22, 2022

Operational CRM helps the organization to find the right information and track the interactions in order to solve the issues. Marketing Automation: Marketing automation involves the marketing activities such as segmenting the market, sending campaigns, having a count on leads, event based marketing, personalized messages and promotions.

CRM 52

CRM Software Software Decision-making 52

SalesGlobe

JUNE 13, 2022

Talk to me more about this voice, the organization that you touch on, the intent of that, and then how that will tie into that executive vision. I mean, even just for your normal day to day, you should be understanding what is your voice of the organization and their reaction to what your current state is. Nick DeSalvo. Michelle Seger.

Sales 52

Sales Stakeholders Organization Communication 52

Hubspot Sales

JUNE 8, 2022

The software is particularly user-friendly and offers a singular, centralized solution for virtually any stakeholder within an organization to easily contribute to and make sense of financial projections. No matter the scale or nature of your organization, having a pulse on your financial future is always in your best interest.

Software 86

Software Software Decision-making Finance 86

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

Red Star Kim

OCTOBER 18, 2022

So here’s a book review: The Management Shift – How to harness the power of people and transform your organization for sustainable success by Vlatka Hlupic. Organizations today are surfing on the edge of chaos”. Organic growth based on expertise (allow groups and communities of interest to form and the self-selection of leaders).

Organization 130

Organization Innovation Leadership Management 130

SBI

AUGUST 30, 2018

In this series, we ask Sales Tech Executives to describe how their solution can change a sales organization in a significant way. NANCY: WHAT ARE THE TOP 3 WAYS YOUR SOLUTION CHANGES THE GAME FOR A SALES ORGANIZATION? We call it Sales Tech Game Changers. This week I interview Shreesha Ramdas , Co-Founder & CEO of Strikedeck.

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. This hyper-personalized approach is typically too high-touch for B2C products, but it can be ideal for organizations selling to enterprises.

Stakeholders 85

Stakeholders Finance Sales Decision-making 85

SmartKarrot

NOVEMBER 26, 2020

Every single interaction a customer makes with an organization leaves a chunk of data that can be leveraged further. A quick example of that could be targeting only the finance professionals from the bay area for a particular product that meets their need. The field of data science has grown immensely in the past few years.

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. How to Start a Business. Brainstorming business names?

Finance 145

Finance Business Planning Small Business Investors 145