ClearPoint Strategy

NOVEMBER 19, 2020

On Thursday, November 19 th , we held our first lunch and learn to share how non-profits can prove their track record and successfully execute on their strategic plan in the new year! I served and led non-profits such as Southwest Alabama Workforce Development Council (SAWDC) and Gulf Coast Renaissance Corporation. My Background.

Profitability 40

Profitability Stakeholders Government Leadership 40

CMOE

MAY 28, 2021

With the changing needs and demands of clinical care, technology, and spending, leadership in healthcare must stay agile to keep up with the shifting tides. In addition to patient care, healthcare leaders have bottom-line finances to think about. Who Fills the Leadership Role in Healthcare? Competing demands.

Healthcare 52

Healthcare Leadership Insurance Strategic Thinking 52

CMOE

SEPTEMBER 24, 2020

Whether you’re a manager at your organization or an entrepreneur leading the charge for a brand new company, financial skills are crucial to your success both professionally and personally. Even if accounting skills aren’t listed in your job requirements, having knowledge in this area helps demonstrate leadership and initiative.

Finance 98

Finance Profitability Decision-making Leadership 98

Hubspot Sales

APRIL 11, 2023

Your sales team plays an essential role in driving revenue and reaching goals that stretch across the organization. Put another way, around one-third of your salespeople will leave your organization in the upcoming year. At times, companies may have a high eNPS score organization-wide but face shortcomings in certain departments.

Sales 121

Sales Brainstorming Leadership Insurance 121

Geehan Group

JULY 19, 2016

Before this time, the Finance snob inside of me assumed “Customer Success” was just another slick label marketing had put on the tried and true function of customer service or the practice of simply following the immortal words of James Cash Penny, “The well-satisfied customer will bring the repeat sale that counts.

Finance 52

Finance Customer Success Marketing B2B 52

The Chapman Group

DECEMBER 8, 2020

It is understood that within many organizations there are existing account managers who have either been trained or who are extremely gifted and intuitive in the art and science of strategic account management. These are often the top achievers in the organization.

Account Management 133

Account Management Management Value Proposition Account Planning 133

CMOE

MAY 9, 2023

The organization represents the interests of women in business with educational events and tools to propel women entrepreneurs. Along with their diverse team of blog contributors, founder Susan Gunelius advises readers on topics that include decision-making, leadership, marketing, education, workplace ethics, career development, and more.

Finance 52

Finance Leadership Small Business Publishing 52

Hubspot Sales

FEBRUARY 24, 2022

The idea is that when the company begins to earn a profit, the investors will get their initial money back — plus the extra slice of equity for taking a chance. This capital helps a startup finance its first steps, like conducting product research, launching a product, marketing to a target audience, and building an audience.

Investors 112

Investors Finance Small Business Profitability 112

ClearPoint Strategy

JULY 28, 2021

How do you identify the right goals for your organization? A strategy map is your fail-safe to help you work through your organization’s priorities and goals in the proper order. A typical strategy map organizes objectives into four categories, or perspectives. The four perspectives for for-profit organizations include: Finance.

Value Proposition 98

Value Proposition Software Software Government 98

Hubspot Sales

JUNE 8, 2021

You'll gain skills researching and calling prospects, sending emails, understanding the offerings, and organizing leads. This position requires software, data analysis, and leadership skills in order to train and support a sales team. An expert in sales and leadership can rise to the VP of sales position. Inside Sales Rep.

Finance 111

Finance Sales Account Management Leadership 111

CMOE

SEPTEMBER 24, 2020

Whether you’re a manager at your organization or an entrepreneur leading the charge for a brand new company, financial skills are crucial to your success both professionally and personally. Even if accounting skills aren’t listed in your job requirements, having knowledge in this area helps demonstrate leadership and initiative.

Finance 52

Finance Profitability Decision-making Small Business 52

ClearPoint Strategy

JUNE 9, 2021

Many organizations have failed at trying to get everyone on the same page and agree to the details of a plan—more often than not, their efforts proved to be both ineffective and time consuming. Organizations use SWOT to plot out a future course that plays on their strengths and minimizes risks. Something had to be done.

Finance 98

Finance Leadership Organization Decision-making 98

OnStrategyHQ

MAY 16, 2021

Opening a business in an industry that isn’t profitable. Sometimes, even the best ideas can’t be turned into a high-profit business. Inadequate financing. If your biggest customer walked out the door and never returned, would your organization be ok? Running an organization is no easy task. No customer strategy.

Small Business 81

Small Business Value Proposition Profitability Banking 81

Zendesk

DECEMBER 15, 2023

Workforce managers play a pivotal role in an organization by ensuring everything operates at peak efficiency. It’s important for organizations to properly determine how much coverage is needed since too many employees clocked in at one time results in a wasted labor budget. Here are some of their primary responsibilities.

Management 52

Management Software Software Decision-making 52

Hubspot Sales

MAY 18, 2023

Best for: People who want to advance their project management skills and move into project leadership. This insight is invaluable to organizations with large, complex operations. Here you’ll learn about your own leadership and management styles. Best for: Those with consulting practices focused on operations and leadership.

Negotiation 79

Negotiation Leadership CRM Insurance 79

Brooks Group

MARCH 28, 2024

Senior leaders control budgets, set strategy, and have the authority to champion major initiatives across the organization. C-level roles can vary depending on the size and structure of the organization. There may be competing interests, priorities, and politics within the prospect’s organization. You face internal competition.

Decision-making 70

Decision-making Logistics Supply Chain Suppliers 70

The Chapman Group

AUGUST 23, 2020

It is understood that within many organizations there are existing account managers who have either been trained or who are extremely gifted and intuitive in the art and science of strategic account management. These are often the top achievers in the organization.

Account Management 78

Account Management Management Value Proposition Account Planning 78

Hubspot Sales

APRIL 25, 2023

Consulting is the practice of improving an organization’s performance by providing professional, research-based management advice. Management advice covers operations, strategy, finance, marketing, and governance. Example A large healthcare system and a large medical center are both operated in the same city.

Healthcare 94

Healthcare Insurance Shareholders Interpersonal Skills 94

Miller Heiman Group

MAY 12, 2020

Compensation is also a concern for close to 100% of sales organizations as they figure out how to handle grounded sales teams, who are relegated to holding video conferences with prospective customers that have their own worries, including shrinking budgets and diminished financial outlooks. Survey the sales landscape in your organization.

Sales 75

Sales Decision-making Finance Organization 75

OnStrategyHQ

APRIL 6, 2022

What does your organization do well that you should capitalize on? External forces your organization is well positioned to act upon. Internal factors preventing your organization from reaching your goals, objectives, or vision of success. External forces threatening your organization. Opportunities. Weaknesses.

Supply Chain 52

Supply Chain Transportation Healthcare Manufacturing 52

Hubspot Sales

APRIL 3, 2019

Without a proper strategy, your business or organization can suffer. But, with strategic planning, businesses can increase productivity, profitability, and increase their longevity by creating a clear plan for the future. Strategic planning is a business activity that's used by the leadership of an organization.

Stakeholders 107

Stakeholders Sales Software Software 107

Insightly

SEPTEMBER 28, 2023

Compared to traditional corporate functions — like sales, marketing, human resources, and finance — revenue operations is a relatively new field. At the same time, today’s organizations have more customer data at their disposal than ever before. In this blog post, we’ll dig into the emerging field of revenue operations.

Finance 52

Finance CRM Customer Success Decision-making 52

Insightly

SEPTEMBER 28, 2023

Compared to traditional corporate functions — like sales, marketing, human resources, and finance — revenue operations is a relatively new field. At the same time, today’s organizations have more customer data at their disposal than ever before. In this blog post, we’ll dig into the emerging field of revenue operations.

Finance 52

Finance CRM Customer Success Decision-making 52

OnStrategyHQ

JUNE 3, 2022

Step 1: Structure your KPIs based on measures that contribute directly to your organization’s annual objectives. For example, a KPI that includes your cost of operations can be a leading indicator that predicts decreases in profits if certain costs increase. They focus on the future and give you clues about what you can expect.

Finance 52

Finance Organization Stakeholders Profitability 52

ClearPoint Strategy

DECEMBER 17, 2020

A SWOT analysis is a high-level strategic planning model that helps organizations identify where they’re doing well and where they can improve, both from an internal and external perspective. Internal Strengths: What do you do very well as an organization? It is an acronym for “ S trengths, W eaknesses, O pportunities, and T hreats.”

Brainstorming 52

Brainstorming Leadership Government Decision-making 52

SalesGlobe

FEBRUARY 9, 2022

But the question remained: how did that translate to the sales organization? We worked with the company to determine how to motivate the sales organization with performance indicators that could ultimately steer consumer preference. Then he could align his resources against those customer segments that were most profitable. “It

Value Proposition 52

Value Proposition Advertising Sales Profitability 52

OnStrategyHQ

MAY 18, 2021

A mark of a good strategic plan is one that is clear and focused (not too many goals and objectives ), as well as balanced – telling a strategy story about how your whole organization is linked and aligned to drive key performance indicators. Organization-wide strategies. Short- and mid-term organization-wide goals. Action Grid.

Organization 96

Organization Facilitation Small Business Marketing 96

Red Star Kim

MARCH 16, 2023

For example, some partnerships have a single profit pool and partners are rewarded on a lock-step basis (broadly this means that their rewards are linked to their length of time as a partner). A delegate raised an interesting question about whether the partnership structure and culture supports or thwarts cross-selling.

Key Account Management 130

Key Account Management Onboarding Communication e-Learning 130

SalesGlobe

APRIL 26, 2022

Now let’s take a deeper dive into each recommendation and the steps the organization needed to take to operationalize the emphasis on revenue growth. Whether it’s price compression, client shrinkage, or competitive loss, the organization must know the revenue exposure to be able to understand what a reasonable revenue growth expectation is.

Transportation 52

Transportation Account Management Acquisition Innovation 52

Account Management Skills

FEBRUARY 6, 2023

He’s worked in house for agencies and as a consultant to agency owners, and has acted both from a buyer and a seller side in corporate finance transactions. Before I dive into the questions about M&A, you said that you were commercial finance at WPP and worked with a lot of account managers. So big welcome, Mark.

Acquisition 52

Acquisition Finance e-Learning Advertising 52

Hubspot Sales

MARCH 18, 2019

Profits and revenue, meanwhile, can increase by 15%. Despite the potential benefits of key account management to your bottom line, it's not a good fit for every organization. Your organization needs an explicit, strict definition of key accounts. And programs that have been around for five-plus years can see results twice that.

Key Account Management 128

Key Account Management Account Management Management Account Strategy 128

AchieveIt

NOVEMBER 1, 2023

A practical internal organization should focus on a steady upscale by defining specialized roles, strengthening management structure, planning, forecasting and sustaining culture. Poor Managerial Skills or Lack of Leadership Managers and leaders can heavily influence productivity, revenue, innovation and turnover.

Energy and Utilities 52

Energy and Utilities Decision-making Innovation Business Planning 52

SmartKarrot

NOVEMBER 7, 2022

Role: Associate Director, Customer Success Location: Greater Boston, United States (On-site) Organization: Saama As an Associate Director of Customer Success, you will drive the overall customer relationship forward and drive product penetration and consulting services revenue in customer engagements. Apply here: [link]. Apply here: [link].

Customer Success 19

Customer Success Stakeholders Government Finance 19

SmartKarrot

MARCH 31, 2022

Role: Customer Success Director Location: Denver, CO, US Organization: E Source As a Customer Success Director, you will be the primary point of contact for the customers, acting as a concierge for all of E Sources offerings. Management of renewals for subscription memberships.

Customer Success 19

Customer Success e-Learning Profitability Finance 19

ClearPoint Strategy

MAY 11, 2021

Involve and activate senior leadership more effectively in the strategic planning process. This list contains some of the most important quality performance measures in healthcare, organized by category. This is often tracked with related performance measures in healthcare organizations, such as the staff-to-patient ratio.

Healthcare 40

Healthcare Insurance Profitability Finance 40

Insightly

APRIL 15, 2022

Despite the compelling reasons to switch, organizations continually find themselves settling for what’s familiar. One that understands your business and designs (and thoroughly tests) solutions, aimed at making your company more profitable? Your finance team can help. You’ll need to consider the size of your business.

CRM 98

CRM Onboarding Decision-making Finance 98

SmartKarrot

NOVEMBER 2, 2022

Role: SVP, Customer Success Location: Atlanta, GA, US (Hybrid) Organization: Cardlytics As an SVP of Customer Success, you will lead and scale an inclusive, world-class, multi-discipline services organization – driving vision, growth strategy, and execution.

Customer Success 19

Customer Success Stakeholders Onboarding Finance 19