Apptivo

APRIL 27, 2022

ERP, or Enterprise Resource Planning , is a type of system or software used by organizations to manage processes and automate activities such as accounting, project management, risk management, compliance. ERP software can be bought using a cloud subscription model either from SaaS, (software-as-a-service) or a licensing model (on premise).

Supply Chain 98

Supply Chain Procurement Manufacturing Logistics 98

Hubspot Sales

APRIL 25, 2023

Management advice covers operations, strategy, finance, marketing, and governance. We spent months trying to figure out what the client needed… then worked with the IT team to customize the software to the client’s needs,” says Hisham. Although they’re well-informed on the relevant data points, they spend no time analyzing data.

Healthcare 92

Healthcare Insurance Shareholders Interpersonal Skills 92

Shapecast

FEBRUARY 17, 2021

If the leadership team, non-executive team, shareholders and investors, etc do not agree on where the ship is sailing, the journey becomes much more difficult once you start executing. Another common mistake is to plough on regardless of when the information points to problems ahead. 9) Use strategy execution software.

Shareholders 52

Shareholders Stakeholders e-Learning Brainstorming 52

Apptivo

DECEMBER 10, 2021

The development of financial services owing to the innovation in technology has created a competitive ecosystem where businesses aim at catering the best software for financial advisors to their teams. To achieve this, one of the emerging trends in financial services is Finance CRM. Here, finance industry. Did you know?

Financial Services 98

Financial Services Finance CRM Software 98

ClearPoint Strategy

APRIL 1, 2021

Leveraging a more advanced performance management software like ClearPoint has a lot of benefits. None of this is to say you can’t use spreadsheets to view your KPI data, but with ClearPoint, you save time and improve the information available for decision-making. This information is key in determining how to outsell your competition.

Acquisition 40

Acquisition Profitability e-Learning Finance 40

Hubspot Sales

JANUARY 10, 2019

Whether you're doing your own accounting with accounting software , or you hired an accountant to prepare your financial statements, you've likely seen the balance sheet. The right side shows the business' liabilities and shareholders' equity. It's calculated with the following formula: Assets = Liabilities + Shareholders' Equity.

Shareholders 108

Shareholders Investors Finance Profitability 108

Account Management Skills

NOVEMBER 15, 2021

But I’ve been interviewing finance managers as well recently for some of my clients and in in two or three recent cases, they say, ‘We’ve bought your book’ And they’re a bit star struck, which does crack me up. I try and make them as humorous as possible as well, because sometimes finance can be a little bit dry.

Finance 52

Finance Account Management Profitability Management 52