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What is Enterprise Resource Planning (ERP)

Apptivo

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. The Finance and accounting module. Manages the general ledger and automates key financial tasks.

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Stakeholder Mastery 3.0 – The Six Steps You Must Take

Jermaine Edwards

In 2016 I wrote a post on the five foundation steps for stakeholder management success in key account management, that was well received and guided lots of leaders. Stakeholder management and the health of those relationships are critical predictors of success. This new stakeholder management process will equip you to be ready.

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How BrewDog Successfully Delivered a Customer-Centric Approach During Uncertain Times

Freshworks

Owners James Watt and Martin Dickie created Equity for Punks, a financing model that gave shareholders discounts and other perks. In the last decade, the number of shareholders has grown to around 100 times that number (more than 130,000 Equity Punks). She appreciates Freshworks’ transparency and innovation.

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Agency mergers and acquisitions, with Mark Sainthill

Account Management Skills

If you have an account manager in your team, or perhaps you are an account manager and you’re looking to upskill, my next agency Account Accelerator (TM) training programme starts on March 28th 2023. Mark is managing partner for M&A at Cactus. You can read more here. It’s mergers and acquisitions.

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9 ways to improve strategic effectiveness

Shapecast

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. By taking the time to really brainstorm, the ability to create real innovation or radically different way of achieving the same outcome can be found.

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Best CRM For Financial Services – Finance CRM

Apptivo

Financial services, in general, refers to financial management which in broader terms refers to banking, investment, and insurance. Also, financial services function as a crucial arm of an organization taking complete control over the financial management of that organization. Here, finance industry.

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18 KPIs To Measure Performance (& How To Choose & Track Them)

ClearPoint Strategy

If you manage a team, there’s a good chance you’ve heard of key performance indicators (KPIs). Below are the important steps to consider in effectively tracking KPIs as a part of your performance management framework. Leveraging a more advanced performance management software like ClearPoint has a lot of benefits.