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. can be completed virtually via an online data repository.

Banking 52

Banking Investors Acquisition Stakeholders 52

Red Star Kim

MARCH 30, 2023

There are four core modules and two optional modules: Core Modules Components Facilitator Emotional Intelligence – The skills that matter most for effective leadership Use EQ to lead, engage and succeed as quickly and as powerfully as possible Addresses self-awareness, emotional regulation, adaptability and persuasive communication EQ-I 2.0

Leadership 130

Leadership Emotional Intelligence Digital Transformation Management 130

Red Star Kim

FEBRUARY 14, 2023

What is the marketing consultant’s approach from the first meeting? To better influence senior stakeholders and also support junior levels coming through How are M&BD roles changing? How much do you value strategy in the equation? Are you committed to seeing a strategy fully through before engaging in new tactics?

Emotional Intelligence 130

Emotional Intelligence Marketing Stakeholders Communication 130

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

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. Superior together.

Customer Success 52

Customer Success Account Management Facilitation Stakeholders 52

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

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

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

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

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. Key takeaways VDRs used for due diligence provide safe storage of private documentation and ensure secure data sharing between internal and external stakeholders.

Computers and Electronics 52

Computers and Electronics e-Learning Facilitation Software 52

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. Key account planning drives the sales and support teams to document the stakeholders you will be working with.

Account Planning 98

Account Planning Key Account Management Account Management Stakeholders 98

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

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.

Shareholders 52

Shareholders Decision-making Digital Transformation Manufacturing 52

AchieveIt

NOVEMBER 9, 2023

Public-facing organizations, especially city and county governments, are changing how they share their plans and progress both with the public and their stakeholders. Citizens and stakeholders are more insistent than ever on understanding the progress made towards planned initiatives.

Facilitation 52

Facilitation Stakeholders Government Leadership 52

PandaDoc

APRIL 8, 2024

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. A deal desk introduces a new approach to managing deals. Let’s get to it!

Negotiation 52

Negotiation Sales Stakeholders Digitalization 52

OnStrategyHQ

DECEMBER 20, 2023

To kick this process off, we recommend 1-2 weeks (1-hour meeting with the Owner/CEO, Strategy Director, and Facilitator (if necessary) to discuss the information collected and direction for continued planning.) What senior leadership members and key stakeholders are included? Questions to Ask: Who is on your Planning Team?

Value Proposition 98

Value Proposition Facilitation Decision-making Organization 98

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

Arpedio

FEBRUARY 15, 2024

Hard Workers are diligent in their approach to sales and are willing to go the extra mile to meet customer needs. Mobilizers excel at engaging stakeholders in strategic conversations about the long-term vision and objectives of their organization, aligning these goals with potential solutions offered by sales professionals.

Stakeholders 52

Stakeholders Decision-making Value Proposition Sales 52

Arpedio

DECEMBER 19, 2023

They act as the bridge between the client and the company, facilitating communication and problem-solving. These insights can guide account managers and customer success teams in tailoring their strategies to meet the unique needs of each client. Ready streamline your account planning? Try ARPEDIO's Account Planning tool. Let's talk!

Account Management 52

Account Management Communication Management Artificial Intelligence 52

Arpedio

DECEMBER 19, 2023

They act as the bridge between the client and the company, facilitating communication and problem-solving. These insights can guide account managers and customer success teams in tailoring their strategies to meet the unique needs of each client. Ready streamline your account planning? Try ARPEDIO's Account Planning tool. Let's talk!

Account Management 52

Account Management Customer Success Management Artificial Intelligence 52

DemandFarm

NOVEMBER 3, 2023

Even before they interact with different stakeholders, your team must be armed with a unified plan and must have access to all relevant information. Improves communication and collaboration A complex and multi-tiered process, sales requires careful coordination and collaboration between several teams and stakeholders.

Management 52

Management Artificial Intelligence Stakeholders Decision-making 52

Flevy

MARCH 21, 2024

They allow us to cut through noise, zero in on the key issues, and facilitate the development of insightful recommendations. Arrangement : Planning the transformation by selecting the appropriate strategies, tools, and measures to facilitate change.

Energy and Utilities 52

Energy and Utilities Innovation Stakeholders Decision-making 52

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. One delegate’s firm had recently merged and integration was a priority. Two tools were provided to assist with this. The need to include purpose (i.e.

Business Planning 147

Business Planning Emotional Intelligence Marketing Management 147

Planview

SEPTEMBER 9, 2021

Each company is a trailblazer in evolving PPM to meet stakeholder needs and achieve strategic objectives. Both companies sought to streamline data and reporting while empowering their stakeholders, using a centralized enterprise PPM solution. How did you foster change within the organization and adoption of the PPM solution?

Finance 98

Finance Stakeholders Decision-making Acquisition 98

Arpedio

JANUARY 5, 2024

Relationship Management inside of Salesforce ARPEDIO’s Relationship Mapping solution , integrated with Salesforce, facilitates enhanced stakeholder relationship management. Sales professionals must tailor their solutions to meet the unique needs and preferences of each customer.

Management 52

Management Emotional Intelligence Client Relationships Sales 52

Hubspot Sales

NOVEMBER 22, 2023

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 software provides a holistic solution that centralizes customer data, streamlines sales operations, and facilitates data-driven decision-making.

CRM 100

CRM Decision-making Sales B2C 100

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”. I’ve found some fee-earners don’t contribute to the smaller projects which subsequently slows the larger project down There are focused workshops on achieving buy-in and stakeholder management.

Media 130

Media Marketing B2C Stakeholders 130

Arpedio

FEBRUARY 22, 2024

By identifying and addressing the customer’s decision criteria, sales professionals can tailor their approach to meet the customer’s needs and preferences. This individual may not have decision-making authority but wields influence and credibility among key stakeholders.

Value Proposition 52

Value Proposition Decision-making Sales Stakeholders 52

Red Star Kim

NOVEMBER 18, 2022

Several people had stayed in London overnight, having been to the PM Regional Committees meeting the day before. He also commented “I want advisers to be my fixers and to blow the socks off my internal stakeholders”. There was a buzz in the air over the sea of familiar faces that was punctuated by plenty of new ones. Closing thoughts.

Value Proposition 130

Value Proposition Procurement Innovation Leadership 130

Insightly

DECEMBER 13, 2023

Selection ordinarily encompasses several CRM discovery questions aimed at understanding the system’s capability to handle and facilitate the specific customer management needs of the business. A customized CRM offers solutions tailored to meet the distinctive needs of a particular business.

CRM 52

CRM Decision-making Software Software 52

Insightly

DECEMBER 13, 2023

Selection ordinarily encompasses several CRM discovery questions aimed at understanding the system’s capability to handle and facilitate the specific customer management needs of the business. A customized CRM offers solutions tailored to meet the distinctive needs of a particular business.

CRM 52

CRM Decision-making Software Software 52

OnStrategyHQ

JUNE 2, 2023

Evaluating the team’s thinking is an excellent way to ensure that your meetings are productive and efficient. Tip 4: Ensure You Have the Right People in the Room Invite the relevant stakeholders who bring valuable perspectives and expertise to the session. Strike a balance between inclusivity and decision-making efficiency.

Strategic Thinking 40

Strategic Thinking Decision-making Stakeholders Facilitation 40

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. Start thinking of a review meeting more like a workshop…that requires interaction.

Key Account Management 52

Key Account Management Account Management Management Facilitation 52

Red Star Kim

APRIL 11, 2023

In early April I facilitated another of MBL’s training workshops on “ Pitch Perfect – How to Prepare & Present Winning Pitches & Tenders” for legal and accounting firms. Only two thirds of delegates contacted the clients to ask about their requirements and expectations for presentations and meetings.

Government 130

Government Innovation Meetings Finance 130

AchieveIt

JULY 10, 2023

Instead of focusing on the strategic activities you’re meant to do — such as guiding the implementation, aligning stakeholders, and driving results — you find yourself trapped in an endless cycle of gathering updates. This allows for more meaningful discussions on decision-making, progress, and challenges.

Decision-making 52

Decision-making Stakeholders Meetings Facilitation 52

AchieveIt

JANUARY 2, 2024

More effective team meetings A user-friendly tool means better data output, and this ultimately means effective team meetings. You can avoid this by sharing progress updates with all stakeholders before a team meeting. It’s good practice to aim for a 90:10 ratio when it comes to team meetings.

Organization 52

Organization Government Onboarding Transportation 52

ClearPoint Strategy

OCTOBER 22, 2021

did you meet targets or not?), Reports should contain all the information necessary to facilitate decision-making, including: A strategy overview —This reminds readers of the overall objectives and helps put the information in context. High-performing organizations meet monthly, quarterly, and yearly. Analysis & Insight.

Decision-making 98

Decision-making Stakeholders Software Software 98