PandaDoc

APRIL 29, 2024

Schedule your demo What to include in a data room index Your data room index should have a clear hierarchy and simplified structure — folder organization will affect how easily partners, team members and investors will locate needed data. ” Each should represent a main aspect of the business.

Organization 52

Organization Investors e-Learning Shareholders 52

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

AchieveIt

JANUARY 16, 2024

In the modern business environment, implementing a successful change management strategy is crucial. A good change management strategy includes methods, strategies, and plans for smoothly adopting new initiatives. In this article, we’ll share essential tips for effective change management.

Management 52

Management Decision-making Leadership Facilitation 52

Hubspot Sales

MARCH 14, 2022

Sales orgs stand to gain a lot from incorporating project management principles into their operations. While sales project management is loosely defined and often overlooked, sales leadership should at least consider folding the core tenets behind it into their broader objectives and sales reps' day-to-days.

Management 89

Management Stakeholders Facilitation Sales Leadership 89

Planview

MAY 26, 2023

In this post, you’ll jump back into the story of a large biotech company undergoing transformation the intelligent way – by leveraging the principles of organizational change management. With the five steps outlined below, you’ll dig into the company’s organizational change management strategy and actionable tactics.

Organization 52

Organization Stakeholders Communication Logistics 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

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

OnStrategyHQ

MAY 19, 2023

Play Watch the video Q: What would be the best practical approach to implement the first-ever strategic planning process as a (medium-sized) 2,000-person company with 5 C-level executives and 12 managers? Ask them what they aspire for in your company or organization. Great question!

Facilitation 97

Facilitation Shareholders Stakeholders Decision-making 97

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

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. You can avoid this by sharing progress updates with all stakeholders before a team meeting.

Organization 52

Organization Government Onboarding Transportation 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

Planview

SEPTEMBER 18, 2023

It’s true for all disciplines and describes the project portfolio management (PPM) market for several reasons. The market’s landmark evolution in 2020, which bifurcated PPM to support strategic portfolio management and adaptive project management. Why is the project portfolio management market continuously evolving?

Management 52

Management Digital Transformation Decision-making Facilitation 52

Arpedio

MAY 26, 2023

Mastering Relationship Management – Building Strong Connections for Success ← Back to blog With the right software you can enhance your networking capabilities, streamline communication, and optimize your relationship-building efforts for long-term success. What is Relationship Management? What is Relationship Management Software?

Management 52

Management Stakeholders Prioritization Software 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

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

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

Mike Kunkle

AUGUST 30, 2023

Enablement professionals don’t market, they don’t sell, and we don’t directly manage front-line sellers nor sales managers. This conundrum can breed skepticism, both within the enablement team (as mentioned above) and from the stakeholders in their organization. It’s a classic case of influence without authority.

Leadership 262

Leadership Stakeholders Decision-making Sales Training 262

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. No organization can afford to have scattered deal information that can lead to wasted hours and miscommunication.

Management 52

Management Artificial Intelligence Stakeholders Decision-making 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

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

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. Strategic drift could cost organizations up to $1.4 What’s old is new again.

Stakeholders 52

Stakeholders Prioritization Government Leadership 52

Planview

OCTOBER 28, 2021

Managing this level of complexity and constant change requires a modern approach to PPM – one that positions the PMO to become a more strategic creator of business value. “ The Insider’s Guide also presents the critical capabilities essential to each dimension as well as technologies that can facilitate the journey. Empowered Teams.

Government 105

Government Facilitation Stakeholders Decision-making 105

Account Manager Tips

JULY 28, 2020

How does your account management team keep up with the challenges and opportunities presented by growth? And how do you define account management objectives that deliver results? I'm excited to share my conversation with Calin Muresan , Existing Business Manager at Netguru. 13:46 Misconceptions about account management.

Account Management 130

Account Management Management Account Planning Organization 130

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. Are you already using Salesforce?

Government 52

Government Innovation Prioritization Facilitation 52

Upland

SEPTEMBER 1, 2023

Shared Knowledge and Best Practices Modern organizations believe in sharing best practices, lessons learned, and success stories among team members. Gathering Insights within a Tool Guided selling can take these insights further by leveraging advanced tools and technology to organize and contextualize them.

Decision-making 195

Decision-making Stakeholders Customer Experience CRM 195

Arpedio

MARCH 18, 2024

By meticulously outlining key stakeholders and decision-makers within prospective client organizations, account mapping gifts sales teams with a blueprint for personalized engagement and efficient closing of deals.

B2B 52

B2B Stakeholders Sales Decision-making 52

Planview

FEBRUARY 29, 2024

These challenges underscore the complexities inherent in managing and evolving the technological framework of automotive software. This process becomes cumbersome, weaving a web of management complications as the automotive codebase simultaneously grows and matures.

Prioritization 59

Prioritization Innovation Suppliers Manufacturing 59

ClearPoint Strategy

OCTOBER 5, 2021

Looking for healthcare project management software that will keep your individual projects on track and support your organization’s broader efforts to deliver high-quality care? When it comes to healthcare, ClearPoint project management software has you covered: 1. ClearPoint was designed to handle all these challenges and more.

Healthcare 52

Healthcare Software Software Management 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

PandaDoc

FEBRUARY 23, 2024

Below, we’ll discuss the impact that a robust opportunity management process can have on your bottom line. Key takeaways Opportunity management is not exactly the same as lead management, although the two processes are similar. What is opportunity management — and why should you care?

Management 52

Management CRM Sales Decision-making 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

DECEMBER 22, 2022

Salesforce Opportunity Management: Track and Manage Your Sales Opportunities. In a nutshell, opportunity management is the process of tracking and managing your sales opportunities as they move down the sales funnel. Keep reading as we cover all the essential bits and pieces surrounding opportunity management.

Management 52

Management Sales CRM Stakeholders 52

Arpedio

JUNE 20, 2023

The details and outcomes described represent a real-world business scenario but have been suitably disguised to maintain the privacy and integrity of the organization involved. Prev Previous post How Eagle Eye Achieved 4X Faster Employee Onboarding #1 Account-Based Selling Platform Powerful alone.

Customer Success 52

Customer Success Account Management Facilitation Stakeholders 52

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

DemandFarm

APRIL 26, 2023

Key Account Management (KAM) focuses on building long-term relationships, and aims to improve customer satisfaction – especially in a B2B scenario. A key account manager’s primary responsibility is ensuring that the needs of key clients are met, and that they remain satisfied with the company’s products and services.

Key Account Management 52

Key Account Management Account Management Interpersonal Skills Management 52