Zendesk

JUNE 5, 2023

Key takeaways: Zendesk messaging is HIPAA-enabled, meaning healthcare organizations can manage their conversations at scale. Messaging allows healthcare organizations to do things like schedule appointments, send reminders, and provide virtual care while protecting patient data. That’s where Zendesk comes in.

Healthcare 91

Healthcare Organization Insurance Digitalization 91

Strategic Planning and Management Insights

AUGUST 2, 2019

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

Facilitation 74

Facilitation Meetings Organization 74

Arpedio

MARCH 5, 2024

This is where effective account management comes into play. Businesses across industries are increasingly turning to account management solutions to streamline their processes, enhance client satisfaction, and drive growth. Importance of Efficient Account Management Efficient account management is essential for several reasons.

Account Management 52

Account Management Management Client Relationships Facilitation 52

Insightly

MARCH 11, 2024

You’ll also hear almost any professional is willing to share what CRM or customer relationship management software they are using, since the CRM is a must-have, and is typically the lifeblood of a business. Let’s explore the different roles in an organization and how CRM looks to each.

CRM 52

CRM Organization Decision-making Facilitation 52

Strategic Planning and Management Insights

MARCH 6, 2023

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. The success of your organization is heavily reliant on its ability to effectively implement its strategic plan.

Management 98

Management Decision-making Facilitation Software 98

AchieveIt

SEPTEMBER 13, 2023

Yet, businesses and organizations in a wide variety of industries are adding Chiefs of Staff to their employee censuses. Through a detailed understanding of each department individually, Jordan can build a strategic plan that simultaneously accomplishes the department-level goals while pushing the entire organization forward.

Organization 52

Organization Facilitation Leadership Communication 52

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

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

Planview

JANUARY 17, 2024

These Agile principles have introduced a new level of adaptability, collaboration, and responsiveness, allowing organizations to stay agile and competitive in the ever-evolving market. 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

Planview

AUGUST 29, 2023

Today, organizations are constantly asked to “do more with less.” But most organizations lack basic resourcing capacity, and plans are often approved before resource capacity is evaluated, resulting in missed objectives and employee burnout due to overutilization. Organizations require an effective capacity planning strategy.

Meetings 52

Meetings Prioritization Facilitation Decision-making 52

PandaDoc

APRIL 29, 2024

Virtual data rooms (VDRs) have become pivotal in meeting the demands of executing modern, complex business deals. Accurate indexing reduces the risk of overlooking critical documents, assists with managing workflow , and ensures all relevant information is considered. ” Each should represent a main aspect of the business.

Organization 52

Organization Investors e-Learning Shareholders 52

CMOE

MAY 8, 2020

This facilitator guide is for training yourself to lead a group through a learning session, even if you’re not an expert on the subject or an experienced teacher. Part 1: What a Facilitator Is. Part 2: Big Ideas of Facilitation. Part 3: Techniques of Facilitation. Part 4: How to Plan to Facilitate.

Facilitation 59

Facilitation e-Learning Logistics Decision-making 59

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. New Product Success Rate Definition : The percentage of new products that meet or exceed their performance and financial goals.

Management 52

Management Digital Transformation Innovation Prioritization 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

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

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

AchieveIt

JANUARY 2, 2024

Does your strategy, the backbone of your organization’s success, live across various spreadsheets and documents? If this sounds familiar, you might consider shifting to a new tool to manage your strategy. More effective team meetings A user-friendly tool means better data output, and this ultimately means effective team meetings.

Organization 52

Organization Government Onboarding Transportation 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

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

OnStrategyHQ

MAY 16, 2021

Phase 4: Executing Strategy and Managing Performance. The sad reality is that the majority of organizations who have strategic plans fail to implement. In fact, research has shown that 70% of organizations that have a formal execution process out-perform their peers. HR Team, Department Managers & Teams. OnStrategy.

Management 93

Management Decision-making Meetings Facilitation 93

Nutshell

JANUARY 30, 2023

That process is called the buyer’s journey, and it’s facilitated by sales pipelines. If so, you may find that confusing—how can you manage multiple pipelines at once? That’s what we’ll cover in this blog post, so just keep reading to learn more about how to use multiple pipelines in a B2B sales organization.

B2B 62

B2B Organization CRM Sales 62

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

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

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

Red Star Kim

NOVEMBER 9, 2023

I deliver and facilitate strategy workshops and it’s always good to be able to recommend strategy books to delegates. And another that a command-and-control approach often leads to out-of-date strategy and out-of-touch leaders (See Book review: The Management Shift by Vlatka Hlupic (kimtasso.com). What are senior managers scared of?

Strategic Thinking 147

Strategic Thinking Decision-making Innovation Facilitation 147

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

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

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

This essential function encompasses the activities organizations undertake to innovate and improve their products or services. It is through effective R&D activities that organizations can develop groundbreaking products, improve existing offerings, and discover new ways to meet customer demands.

Management 52

Management Digital Transformation Innovation Decision-making 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

Flevy

FEBRUARY 26, 2024

Pretty much every organization is pursuing a Digital Transformation Strategy to some degree. Digital Transformation Strategy encompasses the integration of digital technology into all areas of an organization, fundamentally changing operations and business models. We’ve living in the Digital Age.

Digital Transformation 52

Digital Transformation Digitalization Management Innovation 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

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

PandaDoc

MAY 7, 2024

An effective lead management process is one of the most critical factors driving sales through your funnel. Optimizing your lead management process , in other words making sure all leads, once hooked, have the maximum chance of converting to a sale, is vital to your business’s success. In essence, this is what lead management is.

Management 52

Management Software Software Advertising 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. This approach is clearly not the most effective way to manage salespeople. Effective sales management is not a one-way street.

Sales Management 52

Sales Management Management Sales Artificial Intelligence 52

Arpedio

MAY 31, 2024

A learning environment that’s anything but conventional ARPEDIO was right in the middle of it all, surrounded by Strategic Account Management (SAM) professionals who shared our drive for success and eagerness to push boundaries and exchange game-changing ideas about the future of SAM.

Leadership 52

Leadership Account Management Facilitation Innovation 52