Strategic Planning and Management Insights

AUGUST 2, 2019

If you are, there are a lot of reasons why you may need to use a Strategic Planning Facilitator for your next strategy meeting. Are you a VP, CEO, or leader planning a strategy session for your organization?

Facilitation 74

Facilitation Meetings Organization 74

Nutshell

MARCH 28, 2024

As a startup, having a well-running sales pipeline is vital to facilitate sales actions and help your team close deals faster. Read on to learn more about the importance of sales pipelines for your business and how to manage a sales pipeline for your startup. Table of Contents Why is a sales pipeline important for a startup?

Management 71

Management Prioritization CRM Sales 71

Red Star Kim

APRIL 17, 2023

Last week I facilitated MBL’s full day training session on “Developing more work from referrers and intermediaries”. The main takeaways for the delegates can be summarised with the following themes: Referrer management – Grading, Research, Discipline, Storytelling and Leveraging your exemplars.

Management 130

Management Manufacturing Client Relationships Facilitation 130

Red Star Kim

MARCH 30, 2023

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. Why is the Managing Partners’ Forum Leadership Development programme different?

Leadership 130

Leadership Emotional Intelligence Digital Transformation Management 130

Red Star Kim

NOVEMBER 13, 2023

It was good to meet the private client lawyers – some recently promoted to head of department – for a workshop on “ Managing and growing your private client practice” earlier this month. Private client management and marketing: Business plans, recruitment, assessments and automation.

Business Planning 147

Business Planning Emotional Intelligence Marketing Management 147

ClearPoint Strategy

FEBRUARY 11, 2022

‘Hey, are you ready for our meeting?’ ’ This is the dreaded question we hear so many times a day, in a work culture filled with meetings. You want your meeting to be the one that people don’t dread. An Introduction To Strategy Review Meetings. Meeting Preparation. The Meeting.

Meetings 98

Meetings Decision-making Leadership Facilitation 98

Planview

JANUARY 17, 2024

In particular, two critical areas that demand attention and solutions are the effective management of work in progress (WIP) and the speedy resolution of bottlenecks. We’ll explore proven strategies for efficient WIP and bottleneck management, along with the best tools available to streamline these processes.

Financial Services 59

Financial Services Management Prioritization Facilitation 59

ACT

APRIL 29, 2024

Figures like these emphasise the importance of building effective teams and managing them the right way. In this article, we’ll take a closer look at what it means to build and manage a great team so you can establish a strong foundation for your organisation. So how do you build and manage a team effectively with limited resources?

Small Business 52

Small Business Management Leadership Communication 52

AchieveIt

MARCH 25, 2024

Let’s dive into how you can master remote change management as we share practical strategies for successful business transitions. Remote change management involves directing and controlling change processes without the luxury of traditional in-office interactions.

Management 52

Management Remote Working Construction Communication 52

Strategic Planning and Management Insights

MARCH 6, 2023

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. A facilitator can help: Data strategy or scenario planning? Why not both?

Management 98

Management Decision-making Facilitation Software 98

Planview

AUGUST 29, 2023

Understanding Resource Management Capacity planning can take on different forms depending on whether it happens internally or externally. External resource management (PSA) involves working for external customers for a fee and balancing supply and demand as you work through opportunity intake, similar to the sales funnel.

Meetings 52

Meetings Prioritization Facilitation Decision-making 52

Arpedio

DECEMBER 19, 2023

The vital role of Customer Success in Account Management Explore ARPEDIO's Account Management Software ← Back to blog In recent times, companies have come to realize the significance of aligning their customer success and account management strategies. Let’s dive in!

Account Management 52

Account Management Customer Success Management Artificial Intelligence 52

Arpedio

DECEMBER 19, 2023

The vital role of Customer Success in Account Management Explore ARPEDIO's Account Management Software ← Back to blog In recent times, companies have come to realize the significance of aligning their customer success and account management strategies. Let’s dive in!

Account Management 52

Account Management Communication Management Artificial Intelligence 52

Flevy

MARCH 17, 2024

NPD is central to organizations looking to maintain or establish a competitive edge, enabling them to capitalize on emerging opportunities and meet evolving customer demands. In the context of strategic planning and performance management , NPD plays a vital role in determining an organization’s long-term success and market positioning.

Management 52

Management Digital Transformation Innovation Prioritization 52

Arpedio

MARCH 6, 2024

In today’s competitive business landscape, effective account management plays a pivotal role in fostering long-term client relationships and driving sustainable growth. Account management involves the strategic management of client accounts to ensure their needs are met, their expectations are exceeded, and their businesses thrive.

Account Management 52

Account Management Management Client Relationships Communication 52

Arpedio

MARCH 6, 2024

Account management serves as the backbone of successful businesses, playing a pivotal role in fostering lasting relationships with clients or customers. At its core, account management involves the strategic oversight and nurturing of client accounts, aiming to maximize their value and satisfaction.

Account Management 52

Account Management Management Prioritization Client Relationships 52

Red Star Kim

SEPTEMBER 26, 2023

As well as rational approaches (we considered several change management methodologies including Kotter’s), both elements involve engaging emotions and taking people on the change journey. Nurture a change management movement – From “Let it go” to “Let it grow”. Nurture a change management movement – From “Let it go” to “Let it grow”.

Management 113

Management Co-Creation Communication Leadership 113

Account Management Skills

JULY 12, 2021

This episode’s for you if you’re an account manager managing client relationships on a day to day basis. In this episode, I’m going to share with you three key steps to leading a client meeting. Transcript: In this episode, I’m going to share with you three key steps to leading a client meeting.

Meetings 52

Meetings Facilitation Account Management Account Growth 52

Red Star Kim

AUGUST 24, 2023

I facilitate various workshops designed to increase commercial awareness. He has also been a management consultant, a marketing director and a financial journalist. And for those starting work as a professional adviser, there’s insight into obtaining work through delegation and guidance on meeting your first client.

Finance 130

Finance Government Profitability Banking 130

Nutshell

JANUARY 17, 2024

Every project management team needs critical customer information and collaboration from other departments to be successful. Using a CRM in project management could be the answer you need for ultimate inter-departmental cohesion. Keep reading to learn more about CRM project management and what it can do for your team’s productivity.

Business Growth 71

Business Growth CRM Management Software 71

Flevy

MARCH 21, 2024

Intellectual Property (IP) Strategy is a critical aspect of modern business management, pivotal for protecting and monetizing innovations. Furthermore, a strong IP portfolio can enhance an organization’s valuation , attract investment, and facilitate entry into global markets.

Management 52

Management Digital Transformation Innovation Negotiation 52

DemandFarm

MAY 22, 2023

Is a key account manager the same as a sales manager? Meet Anna, a diligent Sales Manager at Brilliant Solutions , a thriving software company specializing in cutting-edge automation tools. Her daily tasks revolve around driving sales, managing the sales team, and ensuring sales targets are met.

Key Account Management 52

Key Account Management Account Management Digitalization Sales Management 52

Arpedio

OCTOBER 17, 2023

Account management software tools Account Management Software ← Back to blog Account management software solutions have transformed the way businesses handle their account planning and client interactions. Account management plays a central role in building lasting client relationships and ensuring customer satisfaction.

Account Management 52

Account Management Software Software Management 52

Brooks Group

MARCH 6, 2023

Technical Sales Manager Skills The sales manager plays an important role in any organization. of technical sales manager resumes contained customer satisfaction as a skill! Further, they ensure retailer and vendors’ customer relationship management (CRM) database integrity. Customer Satisfaction 10.7%

Sales Management 52

Sales Management Management Suppliers Sales 52

OnStrategyHQ

MAY 16, 2021

Phase 4: Executing Strategy and Managing Performance. Guiding your work in this stage of the planning process is a schedule for the next 12 months that spells out when the quarterly strategy reviews are, who is involved, what participants need to bring to the meetings and how you will adapt the plan based on the outcomes of the reviews.

Management 93

Management Decision-making Meetings Facilitation 93

Arpedio

JANUARY 5, 2024

In the competitive world of sales, the art of relationship management is a pivotal factor that drives success. Effective relationship management in sales is not just about making connections; it’s about building and maintaining long-term partnerships that benefit both parties.

Management 52

Management Emotional Intelligence Client Relationships Sales 52

Arpedio

JANUARY 9, 2024

Elevating Account Management Through Metrics and KPIs Explore ARPEDIO's Account Management Software ← Back to blog As companies strive to build lasting relationships with their clients, the need for effective Account Management strategies and tools becomes paramount. Ready to streamline your account planning?

Account Management 52

Account Management Management Client Relationships Account Planning 52

PandaDoc

MAY 4, 2022

Invoices facilitate making those payments occur. It also explores other tasks, such as expense tracking, time tracking, management reporting, double-entry accounting, etc. In its own words, “ Zoho Books makes invoicing and managing receivables effortless.” are just some of the added benefits). 10 , keeping all factors in mind.

Facilitation 52

Facilitation Software Software Finance 52

Zendesk

DECEMBER 15, 2023

What is a workforce manager? A workforce manager is a professional responsible for optimizing the performance and productivity of a company’s workforce. Overall, workforce managers seek to get the most out of employees and processes to ensure businesses can meet and exceed their goals.

Management 52

Management Software Software Decision-making 52

Flevy

MARCH 18, 2024

The objective of this article is to illuminate the critical role of R&D within organizations, emphasizing how Key Performance Indicators (KPIs) associated with R&D can guide strategic decision-making, facilitate the formulation of effective strategies, and drive operational enhancements.

Management 52

Management Digital Transformation Innovation Decision-making 52

Brooks Group

OCTOBER 25, 2023

Exceptional sales management is key to an organization’s success—yet the role of a sales manager is one of the most challenging. It’s not that sales managers don’t want to lead effectively. Consistently focusing management attention on negatives can lead to tension between sales managers and their team members or even turnover.

Sales Management 52

Sales Management Management Sales Artificial Intelligence 52

Flevy

FEBRUARY 26, 2024

This article explores the key KPIs associated with Digital Transformation Strategy, highlighting their role in facilitating informed decision-making and effective strategy implementation. Leveraging data to understand customer needs and integrating technology to meet those needs in real-time are key to successful Digital Transformation.

Digital Transformation 52

Digital Transformation Digitalization Management Innovation 52

Hubspot Sales

APRIL 12, 2021

As a sales manager, ensuring that your team's communication with prospects is tight and effective is in your best interest. Managers have to be closely involved. According to Datasocial Founder Ana Aldea "The salesperson is almost always the gateway to meeting new customers and is responsible for giving a good image.".

Sales Management 131

Sales Management Management e-Learning Sales 131

Red Star Kim

OCTOBER 25, 2023

It has the potential to transform client communications, fast-track the generation of research and thought leadership and fuel content management campaigns. I had the pleasure of meeting Helen Kensett at the recent PM Forum Conference. So the system facilitates fast, regular research amongst your targets, clients and referrers.

Banking 130

Banking Artificial Intelligence Cybersecurity Key Account Management 130

Account Management Skills

APRIL 8, 2024

She is a culture strategist, workshop facilitator, coach, trainer, keynote speaker and author of “A Pocket Guide to Effective Workshops” and “Workshop Culture: a guide to building teams that thrive”. According to Gartner, 80% of your future profits are going to come from 20% of your existing clients.

Account Growth 52

Account Growth Account Management Facilitation Profitability 52

Arpedio

OCTOBER 17, 2023

How to build a winning account management team Account Management Software ← Back to blog A winning account management team can be your secret weapon to supercharge your company’s growth and customer satisfaction. But how do you assemble, nurture, and lead a high-performing account management team?

Account Management 52

Account Management Management Client Relationships Emotional Intelligence 52

Sales Management Plus -- SMP

MARCH 5, 2024

Your account manager can use the missing category as a springboard to understand the customer’s specific needs within that area. Current Customer Insights Account managers can leverage the sheet to uncover sales patterns and trends with their assigned customers.

Account Management 52

Account Management Facilitation Sales Prioritization 52