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

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

Hubspot Sales

NOVEMBER 22, 2023

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

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

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

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

AchieveIt

JANUARY 2, 2024

This training covers both software utilization and strategy execution best practices. The on-site training sessions include a practical application by incorporating the organization’s actual strategic plan into the software. This is a stark contrast to typical software rollouts that are known for taking anywhere up to a year.

Organization 52

Organization Government Onboarding Transportation 52

DemandFarm

NOVEMBER 3, 2023

An efficient relationship mapping software platform will capture and extract information about all your contacts, analyze it, and share intelligent insights to manage those business relations. It goes beyond traditional customer relationship management software and interprets disparate data to enable better business decisions.

Management 52

Management Artificial Intelligence Stakeholders Decision-making 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

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 do you prove the value of the PPM software? This gave them skin in the game.

Finance 98

Finance Stakeholders Decision-making Acquisition 98

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

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. 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

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. 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

PandaDoc

APRIL 29, 2024

Virtual data rooms (VDRs) have become pivotal in meeting the demands of executing modern, complex business deals. Looking for an ideal virtual data room software? The PandaDoc platform also provides a wide range of document management tools, hundreds of business templates , streamlined e-signature software , and much more.

Organization 52

Organization Investors e-Learning Shareholders 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

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

Arpedio

JANUARY 5, 2024

Additionally, digital tools like email automation, social media platforms, and analytical software provide valuable insights into customer behavior, further enhancing the ability to maintain and grow customer relationships effectively. 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

Red Star Kim

NOVEMBER 18, 2022

Several people had stayed in London overnight, having been to the PM Regional Committees meeting the day before. Tony Randle, a partner at Shoosmiths, was joined by Tim Pullan who’s CEO of a contract analysis software company ThoughtRiver. Some firms were represented by their entire M&BD teams. Closing thoughts.

Value Proposition 130

Value Proposition Procurement Innovation Leadership 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

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. Proactive Issue Resolution: Metrics act as an early warning system.

Account Management 52

Account Management Management Client Relationships Account Planning 52

DemandFarm

MAY 22, 2023

Meet Anna, a diligent Sales Manager at Brilliant Solutions , a thriving software company specializing in cutting-edge automation tools. They set measurable goals for their team, ensuring that the company meets its financial objectives. Is a key account manager the same as a sales manager?

Key Account Management 52

Key Account Management Account Management Digitalization Sales Management 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. 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

Flevy

MARCH 20, 2024

They allow us to cut through noise, zero in on the key issues, and facilitate the development of insightful recommendations. Risk Management : Scenario analysis and tailored governance models help anticipate future challenges and adapt strategies proactively, reducing the risk of digital initiatives failing to meet their objectives.

Digital Transformation 52

Digital Transformation Digitalization Artificial Intelligence Government 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. Implement technology and tools Leverage technology and tools that facilitate account management. Superior together.

Account Management 52

Account Management Management Client Relationships Emotional Intelligence 52

OnStrategyHQ

DECEMBER 21, 2023

This ultimately allows business to outline clear and realistic goals that they can meet incrementally to achieve sustainable, long-term success. A gap analysis can ultimately be used to look at both internal and external factors or shortcomings within the organization regarding how the organization meets customer or market needs.

Software 52

Software Software Construction Organization 52

Arpedio

MAY 23, 2023

Sales Coaching Software​ What is Sales Coaching? Sales coaching can be conducted through regular meetings, role-playing exercises, feedback sessions, and performance evaluations. Start by centralizing your account and stakeholder data in Salesforce! Sales Coaching Examples​ 5. The Pareto Principle​ 6. Let's talk!

Sales 52

Sales Account Management Stakeholders CRM 52

Arpedio

MARCH 6, 2024

It involves understanding the unique needs and objectives of each client, coordinating internal resources to meet those needs, and ensuring client satisfaction and loyalty over time. These tools facilitate real-time collaboration, document sharing, and efficient information exchange.

Account Management 52

Account Management Management Client Relationships Communication 52

Arpedio

MARCH 6, 2024

They facilitate deeper connections with clients, leading to increased loyalty, repeat business, and referrals. By gaining insights into client pain points and objectives, account managers can tailor solutions and services to meet their specific requirements, ultimately driving greater satisfaction and loyalty.

Account Management 52

Account Management Management Prioritization Client Relationships 52

AchieveIt

MAY 22, 2023

For your board members, it might be better to opt for in-person meetings, while frontline workers are best reached directly through your plan management software. Maybe you communicate major initiatives to executives via a weekly update and to all employees at a quarterly all-hands meeting.

Communication 52

Communication Government Meetings Organization 52

PandaDoc

AUGUST 23, 2023

You can only register for a sales tax permit if your business meets an economic threshold. Even in a situation where a product is passed along to multiple, different stakeholders before the end customer gets it, the customer still has to pay the sales tax. You’ll need to apply for nexus to collect sales taxes and remit them.

Government 52

Government Sales Retail Transportation 52

Hubspot Sales

NOVEMBER 9, 2020

This could look like a technology company selling marketing software to other companies and wholesalers selling products to supermarkets. You may be in conversation with multiple stakeholders that will assess the quality of the goods they’ll purchase, like the business’ purchasing manager, the business owner, and sometimes an engineer.

Manufacturing 119

Manufacturing B2B Decision-making Construction 119

Arpedio

FEBRUARY 27, 2024

Additionally, technology tools such as customer relationship management (CRM) software enable sales professionals to track interactions, analyze data, and personalize communications more effectively. As consumer expectations continue to shift, sales professionals must adapt their approach to meet changing needs and preferences effectively.

Prioritization 52

Prioritization Communication Software Software 52

PandaDoc

APRIL 24, 2023

Use tools such as your CRM or other sales enablement software to create a centralized content location for all your up-to-date training and coaching documents. Tools You’ll find a plethora of tools and software options to support your business’s sales processes and enablement strategy.

Sales 52

Sales e-Learning Onboarding Software 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. You’ll also need to create tailored presentations for other stakeholders—patients, administrators, community members, etc. Support Your Efforts With ClearPoint Strategy Reporting Software.

Healthcare 52

Healthcare Management Decision-making Software 52

Showpad

APRIL 9, 2021

Showpad Content and Showpad Coach help facilitate remote training and frictionless access to digital assets for sellers. Facilitate access to content for new reps. At the end of several hours spent meeting with stakeholders from across the company, a new hire will be struggling to keep up with the deluge of information.

Facilitation 52

Facilitation Artificial Intelligence Digitalization Remote Working 52

SmartKarrot

JUNE 12, 2023

Apply here: [link] Role: IT Customer Success Specialist Location: Littleton, CO, United States (On-site) Organization: City of Littleton As IT Customer Success Specialist, you’ll identify and fix hardware and software issues with computers. Install new hardware and software, as well as upgrades to existing workstations, on computers.

Customer Success 19

Customer Success Co-Creation Customer Life Cycle Stakeholders 19