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

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

Red Star Kim

OCTOBER 25, 2023

CogniClick is a nifty system (backed by an expert team) to enable you to conduct fast, quick polls and pulse surveys amongst your clients and stakeholders and to also develop maturity assessments and similar thought leadership content. I had the pleasure of meeting Helen Kensett at the recent PM Forum Conference.

Banking 130

Banking Artificial Intelligence Cybersecurity Key Account Management 130

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

DemandFarm

NOVEMBER 3, 2023

Several companies are adopting strategies such as opportunity management to manage the sales pipeline at every stage which involves identifying, tracking, and managing potential sales opportunities. Relationship intelligence expedites and automates many key but repetitive tasks for sales teams and customer managers.

Management 52

Management Artificial Intelligence Stakeholders 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

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

Envisio

NOVEMBER 1, 2023

Today, we are delighted to announce the launch of Envisio Projects – a suite of project management tools to help manage, deliver, and communicate Capital Improvement Plans (CIP). I like the reports’ simplicity for Project Managers. The tool we currently use for reporting is very tedious and defined.

Management 52

Management Government Stakeholders Decision-making 52

Red Star Kim

FEBRUARY 14, 2023

Manage limiting beliefs During the coaching module, there was much discussion about limiting beliefs or limiting assumptions. So where they believe that something can’t be done – direct them to consider where others have managed to achieve something similar. Delegate views and poll results are shown below.

Emotional Intelligence 130

Emotional Intelligence Marketing Stakeholders Communication 130

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

SmartKarrot

OCTOBER 11, 2023

Client partners commonly come across projects with a plethora of different stakeholders in the dynamic business ecosystem of today. Whether they are members of internal teams, clients, regulators, or end-users, each of these stakeholders brings to the table unique viewpoints, vested interests, and degrees of power.

Stakeholders 10

Stakeholders Management Facilitation Construction 10

Planview

JANUARY 30, 2024

As organizations rush to capitalize on AI strategies, many of them meet the same challenge they’ve met before – strategic drift. The consequences reach everyone in the company’s orbit, from employees and executives to stakeholders and customers. Wayfaring strategies aren’t uncommon. Strategic drift could cost organizations up to $1.4

Stakeholders 52

Stakeholders Prioritization Government Leadership 52

KAMCast

JULY 8, 2021

The evolution of an account manager , over the decades, has taken us on a bit of a journey: Let’s visit the 70s… Where the gift of the gab was enough to see you into a meeting with a key decision maker - armed with a bag full of good stories and friendly chat. What role does today’s account manager play then?

Key Account Management 52

Key Account Management Account Management Management Facilitation 52

PandaDoc

MARCH 4, 2024

A virtual data room , or VDR, is a secure, online space acting as a repository of a company’s documentation, and serves as a virtual hub where company users share real-time information with other investors, clients or stakeholders when executing investment banking deals. What is a data room for investment banking?

Banking 52

Banking Investors Acquisition Stakeholders 52

Arpedio

JUNE 20, 2023

Embark on an enlightening journey to discover how ARPEDIO’s comprehensive platform facilitated quantification and visualization of critical client information, transforming the Customer Success and Sales departments into a collaborative force. Assess client health based on their own customized best practices.

Customer Success 52

Customer Success Account Management Facilitation Stakeholders 52

Arpedio

MARCH 20, 2024

Organizational change and stakeholder buy-in Implementing ABS often requires a cultural shift within the organization, moving away from a transactional sales approach towards a more strategic and collaborative mindset. Misaligned goals, conflicting metrics, and lack of communication can lead to inefficiencies and missed opportunities.

Government 52

Government Innovation Prioritization Facilitation 52

PandaDoc

MARCH 22, 2024

To keep all your assets safe and sound during due diligence, you need a robust solution for secure document management. 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.

Computers and Electronics 52

Computers and Electronics e-Learning Facilitation Software 52

Planview

SEPTEMBER 20, 2021

We created Instant Coffee to help facilitate better idea generation — whether you’re a C-level executive thinking through your company’s next big move, or an individual contributor trying to collaboratively solve a problem with your team. Check out this blog for helpful tips for facilitating a successful Lean Coffee virtually.

Brainstorming 98

Brainstorming Facilitation Meetings Stakeholders 98

Miller Heiman Group

DECEMBER 21, 2020

Changes include the addition of more, and likely new, stakeholders entering the buying and selling process. Increased client expectations add to challenges that include more meetings needed to progress opportunities. One impactful change to the process is the introduction of new stakeholders. Adapt to longer buying cycles.

Virtual Selling 122

Virtual Selling Stakeholders Meetings Facilitation 122

Zendesk

APRIL 14, 2023

You can avoid this by investing in your employee experience management. In this guide, we’ll cover: What is employee experience management? Benefits of employee experience management What is an employee experience manager? Benefits of employee experience management What is an employee experience manager?

Management 52

Management Onboarding Communication Meetings 52

PandaDoc

APRIL 8, 2024

A deal desk introduces a new approach to managing deals. This is done by forming a team of stakeholders and decision-makers, establishing approval workflows, and effectively integrating automation tools. Deal desk stakeholders and their roles are clearly defined, streamlining approval workflow. Let’s get to it!

Negotiation 52

Negotiation Sales Stakeholders Digitalization 52

Upland

SEPTEMBER 1, 2023

Regular team meetings, knowledge-sharing sessions, and open communication channels help distribute valuable insights across the sales team. These tools are a centralized repository where relevant information about individuals, key stakeholders, potential opportunities, next steps, and more can be accessed.

Decision-making 195

Decision-making Stakeholders Customer Experience CRM 195

AchieveIt

JULY 11, 2023

One successful change management process will lead to another and so on, far into the future. You will develop support from your teams and stakeholders, who will be the foundation for your success. What Is a Change Management Process?

Management 40

Management Stakeholders Communication Organization 40

ProlifIQ

MARCH 30, 2023

The account planning process includes assessing an account’s business needs, goals, and structure and making sure your product or service delivery and value meet and exceed the expectations of your key accounts. Account managers will play a major role in driving quick wins and a good experience. Key account managers should drive this.

Account Planning 98

Account Planning Key Account Management Account Management Stakeholders 98

OnStrategyHQ

DECEMBER 20, 2023

Play Watch the video Free Strategic Planning Guide Overview of the Strategic Planning Process: The strategic management process involves taking your organization on a journey from point A (where you are today) to point B (your vision of the future). What senior leadership members and key stakeholders are included?

Value Proposition 98

Value Proposition Facilitation Decision-making Organization 98

Red Star Kim

NOVEMBER 18, 2022

Several people had stayed in London overnight, having been to the PM Regional Committees meeting the day before. Leor Franks of Kingsley Napley – a member of both the PM Forum and Managing Partners’ Forum – chaired the event. Firms were urged to go back to basics in terms of managing client expectations. Closing thoughts.

Value Proposition 130

Value Proposition Procurement Innovation Leadership 130

Flevy

MARCH 19, 2024

The framework facilitates providing strategic insights into the factors essential for the success of an enterprise. Without a firm customer-centric strategy, organizations fail to meet the demands of shareholders and other stakeholders. Do You Find Value in This Framework?

Shareholders 52

Shareholders Decision-making Digital Transformation Manufacturing 52

Red Star Kim

APRIL 12, 2023

Just before Easter I spent a day facilitating the popular PM Forum training workshop “The Proactive M&BD Executive”. It’s great that people have a vested interest but it can be hard to manage and get a final sign off”.

Media 130

Media Marketing B2C Stakeholders 130

Hubspot Sales

NOVEMBER 22, 2023

It's a CRM (or Customer Relationship Management Platform). This is where Customer Relationship Management (CRM) software comes into play. Meeting Scheduling: Eliminate the back-and-forth email exchanges by offering prospects the ability to schedule meetings directly from your calendar, reducing friction in the sales process.

CRM 100

CRM Decision-making Sales B2C 100

Planview

SEPTEMBER 9, 2021

Each company is a trailblazer in evolving PPM to meet stakeholder needs and achieve strategic objectives. Portfolio Director Mark Wybraniec – Johnson & Johnson – Portfolio Management Organization, Director Allan Spina – Becton Dickinson – Portfolio Management and Innovation Education, VP R&D.

Finance 98

Finance Stakeholders Decision-making Acquisition 98

Flevy

MARCH 21, 2024

They allow us to cut through noise, zero in on the key issues, and facilitate the development of insightful recommendations. Each global consulting firm maintains an internal knowledge management library of consulting framework presentations. FlevyPro is currently used by 100s of consultants and business executives.

Energy and Utilities 52

Energy and Utilities Innovation Stakeholders Decision-making 52

ClearPoint Strategy

DECEMBER 21, 2021

As a leading strategy management software provider, we’ve helped numerous healthcare organizations plan and execute their goals for the future. Strategic Management In Healthcare: What is it? Why is strategic management important in healthcare? It also includes sustaining that strategy focus over a period of three to five years.

Healthcare 52

Healthcare Management Decision-making Software 52

Arpedio

FEBRUARY 15, 2024

Relationship Builders focus on maintaining positive relationships with customers and are skilled at managing ongoing accounts. While they excel at customer service and relationship management, they may struggle to challenge customers’ perspectives or push for change.

Stakeholders 52

Stakeholders Decision-making Value Proposition Sales 52

ProlifIQ

FEBRUARY 23, 2023

This will give you insight into the other players you’ll want to connect with and primes them to understand your solution affects multiple functions/stakeholders. This puts you in a position to bring a distinct POV to those stakeholders you just uncovered. Should we invite Nancy to our next meeting to cover that?”

Stakeholders 52

Stakeholders Account Planning Decision-making Facilitation 52

Insightly

DECEMBER 13, 2023

The importance of Customer Relationship Management (CRM) software across different industries and business environments is hard to ignore. CRM software is pivotal in managing and optimizing customer interactions throughout the entire lifecycle. It adapts to the company’s environment rather than forcing it to accommodate the tool.

CRM 52

CRM Decision-making Software Software 52

Insightly

DECEMBER 13, 2023

The importance of Customer Relationship Management (CRM) software across different industries and business environments is hard to ignore. CRM software is pivotal in managing and optimizing customer interactions throughout the entire lifecycle. It adapts to the company’s environment rather than forcing it to accommodate the tool.

CRM 52

CRM Decision-making Software 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. Clear and consistent reporting processes facilitate the effective sharing of information, enabling better alignment between departments and teams.

Decision-making 52

Decision-making Facilitation Government Stakeholders 52