ClearPoint Strategy

MARCH 7, 2023

See how ClearPoint’s award-winning software informs strategies and inspires communities in the sunny state of Florida. With over 400 municipalities and 67 counties, it can be a daunting task to manage and measure the performance of local governments in the Sunshine State.

Government 52

Government Construction Software Software 52

PandaDoc

OCTOBER 3, 2023

In the modern marketplace, leveraging sales software for small businesses can make a world of difference. Key takeaways: Sales software options offer a diverse range of features, from lead management and CRM to analytics and automation. This makes it easier to invest in the right software without breaking the bank.

Small Business 52

Small Business Software Software Marketing 52

Planview

OCTOBER 19, 2023

Many systems are employed for software development, deployment, and operational needs. With a cohesive and integrated approach to data and systems, organizations can avoid data inconsistencies, operational inefficiencies, and compromised customer experiences. These established tools play a vital role in their business operations.

Digital Transformation 64

Digital Transformation Digitalization Government Software 64

PandaDoc

MARCH 22, 2024

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. These online platforms leverage robust encryption and access controls to safeguard intellectual property.

Computers and Electronics 52

Computers and Electronics e-Learning Facilitation Software 52

AchieveIt

JULY 24, 2023

A few months into implementing their carefully crafted strategy, a team gathers for an organization-wide meeting to present updates on their respective initiatives. It ensures that every department within an organization is reporting on the same key performance indicators (KPIs) and initiatives.

Decision-making 52

Decision-making Facilitation Government Stakeholders 52

PandaDoc

MARCH 4, 2024

A VDR speeds up and simplifies the due diligence process by conveniently presenting organized data for analysis and risk evaluation in one virtual space. Raising capital VDRs provide a secure and organized platform for presenting financial documents, business plans, and other sensitive information to potential investors.

Banking 52

Banking Investors Acquisition Stakeholders 52

Planview

NOVEMBER 7, 2023

The magnitude of inefficiency and waste generated as organizations undergo the transition needs urgent attention from business and technology leaders. This guide adopts a similar strategy, breaking down the transformation into seven structured steps, each offering valuable benefits to your organization.

Government 69

Government Negotiation Facilitation Decision-making 69

AchieveIt

NOVEMBER 9, 2023

Trends that are shaping the industry Organizations didn’t pause strategy in 2023 2023 marked a shift in approach for strategy leaders compared to the COVID and post-COVID years. Many organizations felt it too risky to engage in new strategic planning during this period due to the rapidly changing and unpredictable environment.

Facilitation 52

Facilitation Stakeholders Government Leadership 52

PandaDoc

MAY 7, 2024

Simplify the lead management process with PandaDoc’s all-in-one software tool. Customers prefer tailored contact and experiences, and segmentation is the way to facilitate this. It facilitates better customization and tailoring of your sales approach. Your leads and prospects are the lifeblood of your business.

Management 52

Management Software Software Advertising 52

OnStrategyHQ

FEBRUARY 16, 2024

Embracing AI within your business strategically can transform your organization, helping you multiply your mission and achieve what was impossible without adding additional human labor. A thoughtful, strategic approach to integrating AI into your organization is essential; otherwise, you’re throwing valuable time and investment away.

Artificial Intelligence 52

Artificial Intelligence Government Value Proposition Co-Creation 52

Envisio

SEPTEMBER 5, 2023

A community health strategic plan is a proactive measure to mitigate the effects of these surges; by having a plan in place, your local government and/or your public health department can be sure that you have the measures necessary to keep your community healthy and happy.

Transportation 52

Transportation Healthcare Government Decision-making 52

ClearPoint Strategy

NOVEMBER 20, 2020

#ELGL20: Local Gov Oktoberfest is the Engaging Local Government Leader (ELGL) network’s annual conference. With a mission to engage the brightest minds in local government, ELGL conferences cover a wide variety of local government topics. How might we make innovation and learning essential services within local government?

Government 52

Government Innovation Decision-making Facilitation 52

PandaDoc

NOVEMBER 10, 2023

You’ll learn its fundamentals, define the benefits of streamlined quoting software, and take a look at how to implement an efficient quote management workflow. Adoption of purpose-built quote management software transforms disjointed, manual processes into streamlined workflows. What is quote management?

CRM 52

CRM Management Software Software 52

PandaDoc

FEBRUARY 23, 2024

Automation is fundamental to building a robust sales pipeline ; document management tools fused with CRM software accelerate this process. See also From leads to deals with CRM quoting software 2. A winning combination is a robust proposal management software like PandaDoc and a CRM like Salesforce, Pipedrive, or Zendesk Sell.

Management 52

Management CRM Sales Decision-making 52

Nutshell

MAY 21, 2024

Software for financial services companies helps to determine investment opportunities, identify risks, forecast returns, and much more. Organizations in this industry often provide several different services, requiring them to have access to various software solutions.

Financial Services 71

Financial Services Software Software Cybersecurity 71

Hubspot Sales

DECEMBER 6, 2022

Formal partner programs provide one of the more effective avenues for connecting you with other organizations in your ecosystem — but you don't necessarily need one to work with those kinds of companies and leverage that network effectively. Learn about the business ecosystem mindset. Productive ecosystems are based on reciprocity.

Onboarding 107

Onboarding Decision-making Organization CRM 107

Insightly

JUNE 26, 2023

In general, CRM training refers to the process of educating the end-user individuals on how to effectively use customer relationship management (CRM) software and tools. CRM training can also refer to the training needed to the administrator of a CRM, meaning the person or teams that will own the system within an organization and maintain it.

CRM 52

CRM Decision-making Software Software 52

ClearPoint Strategy

OCTOBER 22, 2021

It’s those complex processes that overwhelm organizations to the point where they either can’t keep up (and abandon their efforts) or are forced into a permanent state of inefficiency, which threatens their competitiveness. Ready to get started? Let’s dive in! Did you make progress toward your goals in the past month or quarter?

Decision-making 98

Decision-making Stakeholders Software Software 98

AchieveIt

MAY 22, 2023

Here are a couple of scenarios you’re likely to be familiar with: Scenario 1: Your organization is full of people who do their jobs, but they don’t really understand why they’re doing it. Scenario 2: Your organization communicates the strategic plan to the team. They don’t see the bigger picture.

Communication 52

Communication Government Meetings Organization 52

Insightly

MAY 30, 2023

As businesses increasingly rely on CRM software and systems to manage customer interactions, evaluating the overall effectiveness of these tools is essential. It showcases the effectiveness of their CRM system in facilitating seamless communication and resolving customer concerns quickly.

CRM 52

CRM Decision-making Facilitation Customer Experience 52

PandaDoc

APRIL 19, 2023

Some organizations dictate that a requisition is required when a purchase exceeds a certain threshold. Regardless of whether you use sales invoice software or do things by hand, an invoice should typically be sent after the delivery of the goods or on completion of the services.

Procurement 52

Procurement Suppliers Banking Digitalization 52

Envisio

MARCH 19, 2023

A major additional benefit of strategic planning in education is that it provides an opportunity for active employee engagement across an organization. They needed a sophisticated strategic planning partner who could keep their ambitions organized and their plans in focus.

Stakeholders 52

Stakeholders Communication Decision-making Innovation 52

DemandFarm

APRIL 28, 2023

As organizations around the globe continue to embrace AI-driven solutions, the gap between those who adapt and those who resist will only widen. Let’s look at the practical issues faced by organizations looking to adopt AI-driven strategies and prepare for the future of sales. Next, research different AI solutions.

Artificial Intelligence 52

Artificial Intelligence Key Account Management Decision-making Account Management 52

PandaDoc

APRIL 24, 2023

As you might expect, traits of a sales enablement manager include a high level of organization and a keen interest in data analysis. Use tools such as your CRM or other sales enablement software to create a centralized content location for all your up-to-date training and coaching documents.

Sales 52

Sales e-Learning Onboarding Software 52

SmartKarrot

JUNE 12, 2023

Role: Customer Success Specialist Location: United States (Remote) Organization: SwiftComply As a Customer Success Specialist, you’ll respond to incoming emails, phone calls, and video requests from more than 400 government agencies and their service suppliers in a courteous, timely, and individualised manner.

Customer Success 19

Customer Success Co-Creation Customer Life Cycle Stakeholders 19

SmartKarrot

FEBRUARY 10, 2023

Role: VP of Customer Success Location: Shakopee, MN, United States Organization: Entrust As a VP of Customer Success you’ll determine, persuade, and coordinate stakeholders on customer priorities. Use facilitation and industry knowledge to bring stakeholders together within the client to help them visualise and align goals/metrics.

Customer Success 19

Customer Success Emotional Intelligence Stakeholders Facilitation 19

SmartKarrot

MARCH 10, 2023

Role: Senior Customer Success Manager Location: London Area, United Kingdom (Remote) Organization: Zappi As a Senior Customer Success Manager, it will be your primary responsibility to ensure that our clients are getting the most out of our platform. Determine customer obstacles and challenges, then use friction-reducing techniques.

Customer Success 19

Customer Success Stakeholders Onboarding Healthcare 19

SmartKarrot

MARCH 7, 2023

Role: VP Customer Success Location: United States (Remote) Organization: Entrust As a VP of Customer Success you’ll determine, persuade, and coordinate stakeholders on customer priorities. Align stakeholders inside the customer to assist them visualise and align goals/measures by using facilitation and industry experience.

Customer Success 19

Customer Success Stakeholders Government Facilitation 19

PandaDoc

OCTOBER 3, 2023

Sales enablement software remains vital for managing sales activities efficiently. AI tools complement such software through data-driven insights. Online B2B platforms employing sales enablement software can score leads not just based on interaction metrics like page views or downloads. They also used Wonderway.io

Artificial Intelligence 52

Artificial Intelligence Sales CRM e-Learning 52

ClearPoint Strategy

NOVEMBER 19, 2020

I joined ClearPoint Strategy in 2018 as Director of Community, supporting the company’s local government practice, following ten years of executive leadership in the non-profit sector – a transition prompted by the devastation of Hurricane Katrina. We spend most of our time just trying to keep the organization afloat.

Profitability 40

Profitability Stakeholders Government Leadership 40

SmartKarrot

MAY 19, 2022

Role: Director, Client Success Location: Remote, United States Organization: MediaMath As a Director of Client Success, you will own and develop strong relationships with the client and key stakeholders from C-suite to Hands-in-keyboards. Assist clients to expand their usage and adoption of Sitecore Digital Experience Platform.

Customer Success 19

Customer Success Stakeholders Client Onboarding Government 19

SBI

JUNE 22, 2021

Remote Selling has become an important focus for every sales organization. Q: What steps can Demo Automation users take to best facilitate their prospects’ decision-making given that interactions are likely remote? From there the software adjusts the demo to show them only the content they have identified as important to them.

Stakeholders 37

Stakeholders Decision-making Retail Digitalization 37

PandaDoc

FEBRUARY 24, 2023

In addition, you will be able to create different sales leads and company prospect lists, and better organize your prospecting and outreach activities. Suppose you are organizing a B2B webinar ; you should then focus first on your customers’ expectations. Facebook With roughly 2.96 What do they expect from your product or service?

Advertising 52

Advertising Media Communication Marketing 52

PandaDoc

FEBRUARY 24, 2023

In addition, you will be able to create different sales leads and company prospect lists, and better organize your prospecting and outreach activities. Suppose you are organizing a B2B webinar ; you should then focus first on your customers’ expectations. Facebook With roughly 2.96 What do they expect from your product or service?

Advertising 52

Advertising Media Communication Marketing 52

SBI

SEPTEMBER 18, 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 Patrick Welch , President and CMO of Bigtincan.

Digital Transformation 53

Digital Transformation Energy and Utilities Onboarding Retail 53

SmartKarrot

JULY 30, 2021

Role: Customer Success Director Location: Remote, Boulder, CO, US Organization: arturo.ai As a Customer Success Director, you will manage all customer engagement activities, with a focus on enablement and adoption, facilitated by a strong relationship-building, product and industry knowledge, planning and execution.

Customer Success 10

Customer Success Onboarding eCommerce Government 10

PandaDoc

OCTOBER 13, 2022

In our analysis, we truly seek to dissect and analyze each software from the standpoint of end-users so that we can identify the distinct pros and cons, as well as comparative advantages. Expert assistance from a facilitator might help small businesses to experience a more effective migration to the Monday.com CRM. Among these are: G2.com

CRM 52

CRM Small Business Onboarding Value Proposition 52