SmartKarrot

MAY 19, 2023

In today’s rapidly changing business landscape, finance professionals face increasing pressure to manage complex financial data while making critical decisions that impact the financial health of their organizations. To stay competitive, finance teams must embrace emerging technologies. What are conversational AI and ChatGPT?

Remote Working 10

Remote Working Finance Artificial Intelligence Financial Services 10

Revenue Storm

FEBRUARY 14, 2023

Let us take this to an actual sales meeting. It was a virtual meeting with the clients sitting around a table. The salesperson started the meeting by stating, “We want to be your quarterback and help you reach a quick touchdown for your business.” The audience was a group of executives who came from the finance side.

Meetings 78

Meetings Finance Leadership Business Growth 78

Account Manager Tips

NOVEMBER 19, 2022

In a survey of senior executive buyers, Forrester Research asked if sales people are frequently prepared for their meetings. In fact between 70 to 80 percent feel vendors are not prepared for their meetings with senior level executives. The good news is senior executives want to meet with you. What do you think the answer was?

Value Proposition 246

Value Proposition Decision-making B2B Meetings 246

Hubspot Sales

MARCH 8, 2023

requires an extensive understanding of finance to back it up. Employment of securities, commodities, and financial services sales agents is projected to grow 10% from 2021 to 2031 — faster than the average for all occupations.

Financial Services 101

Financial Services Manufacturing Finance Transportation 101

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

Luminas Strategy

SEPTEMBER 26, 2022

Whether speaking with HR, IT, Training, Finance, or another business unit, the Sales leader needs to begin with: “If I had X, it would drive revenue like this.” Associating the need with ROI will get Finance’s attention—and it will show the other groups that Sales is part of the team. Give parameters.

Finance 52

Finance Sales Account Planning Organization 52

Red Star Kim

JANUARY 26, 2024

Delegates from law (including the Crown Prosecution Service) and finance firms joined a workshop on “Boost Your Confidence at Work – A toolbox for professionals”. There were lots of ideas for appearing confident when communicating electronically or participating in virtual meetings.

Meetings 130

Meetings Digitalization Communication Management 130

Insightly

JANUARY 13, 2023

Every business in the finance industry faces the unique challenge of meeting customer expectations. In this post, we will look at why your company needs finance CRM software and what you should look for when selecting the best CRM for companies in the finance industry.

CRM 52

CRM Financial Services Finance Onboarding 52

Hubspot Sales

JANUARY 30, 2024

Help meet the needs of remote professionals with co-working spaces, laptop financing, or specialized employee benefits solutions. You could build an agency that pairs French or Arabic-speaking Africans with employers in wealthier nations or focus on a particular in-demand skill like occupational therapy. Employee support. Build skills.

e-Learning 94

e-Learning Facilitation Finance Internet 94

Zendesk

SEPTEMBER 2, 2022

As an alternative, startups are turning to revenue-based debt financing to fund their growth. What is revenue-based debt financing? Revenue-based debt financing is an alternative to equity-based financing—equity in the company in exchange for cash, which is most common—collateral-debt financing, or venture-debt financing.

Finance 52

Finance Decision-making eCommerce Customer Experience 52

Planview

SEPTEMBER 9, 2021

Each company is a trailblazer in evolving PPM to meet stakeholder needs and achieve strategic objectives. Planview’s Chief Product Officer, Louise Allen, moderated an engaging, in-depth conversation with these customers: Hiren Shah – Johnson & Johnson – Global Finance Transformation, Sr. J&J’s Global Finance Transformation.

Finance 98

Finance Stakeholders Decision-making Acquisition 98

Flevy

FEBRUARY 28, 2023

It is a way of thinking that focuses on understanding the needs of users and creating solutions that meet those needs. The goal of design thinking is to create a solution that meets the needs of the user and is feasible and practical. What Is Design Thinking? Design thinking is a human-centered approach to problem-solving.

Innovation 111

Innovation Brainstorming Healthcare Banking 111

Showpad

JANUARY 8, 2021

You may be thinking, “We run all our meetings online and provide almost every enablement service in a digital way. It doesn’t mean that we won’t have in-person meetings anymore. Bring the framework to life with regular, short meetings: Advisory board meetings are great to present results. No need to adjust that, right?”.

Virtual Selling 144

Virtual Selling Finance Digitalization Digital Transformation 144

Hubspot Sales

JUNE 21, 2021

The HubSpot Community has over 100k members and encourages professionals to use its forum feature to have longer conversations on topics like entrepreneurship, tech, marketing, business, finance, and more. Users can direct message each other, participate in virtual events, share meeting links to have one-on-one calls, and more.

Investors 110

Investors Finance Media Facilitation 110

Red Star Kim

MAY 9, 2023

Amongst the suggested questions when meeting someone new include: Tell me something about yourself, what was the highlight of this week, are you working on anything exciting at the moment and how did you join this industry. He also offers an exercise to imagine meeting with someone for the first time.

Emotional Intelligence 130

Emotional Intelligence e-Learning Communication Finance 130

Insightly

MARCH 25, 2022

Every business in the finance industry faces the unique challenge of meeting customer expectations. In this post, we will look at why your company needs finance CRM software and what you should look for when selecting the best CRM for companies in the finance industry. Why Insightly is the best financial services CRM.

CRM 52

CRM Organization Financial Services Finance 52

Hubspot Sales

JUNE 8, 2021

They rely on email, phone calls, videos, and virtual meetings—instead of face-to-face interaction—to build relationships and move people through the sales funnel. People in this position typically spend their time traveling from place to place to give demos, attend conferences, and meet with buyers. using Zoom, Skype, email, and CRM).

Finance 110

Finance Sales Account Management Leadership 110

Flevy

OCTOBER 2, 2023

The central premise of the Lean Startup methodology is that when startups devote their efforts to continuously developing products to meet the needs of early customers, they minimize market risks, evade substantial initial financing of projects, costly new product releases, and insolvency.

Manufacturing 104

Manufacturing Value Proposition Digital Transformation Investors 104

Hubspot Sales

MAY 17, 2023

If executives lack solid communication skills, the results could range from projects that don’t meet deadlines to work that never gets done. You have a staff member who consistently fails to meet targets. This means that executives will inevitably have to deal with employees who can’t meet their project targets.

Decision-making 88

Decision-making Finance Leadership Profitability 88

RAIN Group

MARCH 27, 2019

I recently switched financial advisors for both my business and personal finances. The approaches taken by each of them both before and during the meetings were wildly different and greatly influenced my overall choice. In order to make an informed decision, I interviewed three different advisors before choosing.

Finance 77

Finance Decision-making Meetings Sales 77

Help Scout

AUGUST 17, 2021

We know cash rules everything around us, but there are plenty of rules around cash too, and that’s just one of the challenges to delivering great customer service in finance. When you put all that together, it’s clear that working in finance is complicated. Each area of finance has unique rules. Tip #5: Be patient.

Financial Services 80

Financial Services Finance Communication Onboarding 80

Hubspot Sales

MAY 25, 2021

Small business owners are known for doing it all: marketing, finance, operations, sales, project management, admin, HR, and more. And when you’re a Black business owner, you’re faced with an additional set of challenges, like receiving less business finance assistance from loan officers, according to a Fundera report.

Finance 125

Finance Small Business Meetings Onboarding 125

Nutshell

APRIL 3, 2024

Xero helps you keep your finances organized by automating admin and storing your documents online for quick access, in addition to customized billing and invoicing. Microsoft Teams : MS Teams allows you to meet, chat, call, and collaborate with everyone you work with, including colleagues and clients.

Software 71

Software Software CRM Acquisition 71

Zendesk

NOVEMBER 29, 2022

Approve/Reject and Export processes give your finance team the control to see the refund requests that agents make. When finance approves or rejects, the agent is instantly notified and the ticket is updated for auditing purposes.

e-Learning 98

e-Learning Finance Banking Construction 98

Zendesk

FEBRUARY 6, 2024

Tymeshift is the ideal workforce management solution, as it automatically schedules agents to meet AI-forecasted needs based on historical and real-time data. As such, we acquired Tymeshift in June 2023 to give organizations using Zendesk an easier way to manage their teams.

Artificial Intelligence 59

Artificial Intelligence Finance Prioritization Innovation 59

Hubspot Sales

SEPTEMBER 20, 2018

If the cash flow is negative, the business might not have enough cash to finance operations. This could mean the business is financing operations by borrowing. A statement of cash flows studies operating, financing, and investing activities to show where your business’ money is coming from and where it’s being spent.

Finance 79

Finance Investors Suppliers Manufacturing 79

ReviewTrackers

JULY 27, 2017

Customer data analytics provides the right information to help companies get to know their customers to better meet their needs. Marriott also developed a mobile app in February to meet world travelers’ needs. The customer expects insurers to understand them and engage with them. Guest Expectations Will Continue to Evolve.

Finance 20

Finance Insurance Healthcare Banking 20

Brooks Group

APRIL 23, 2024

Professional Opportunities Sales roles exist in virtually every industry, from technology and healthcare to retail and finance. Demanding Expectations Sales roles often come with high performance expectations, requiring you to consistently meet or exceed sales targets and quotas.

Sales Training 67

Sales Training Sales Decision-making Negotiation 67

Xant

MAY 13, 2021

The Death of the Conference Room Meeting. Some constructs of field selling are canonical, like conference room meetings and stakeholder meetings. Before COVID-19, the conference meeting was earned once or twice over a 6-9 months sales cycle, but post-COVID, it’s earned zero times because conference rooms aren’t an option.

Sales 99

Sales Stakeholders Digitalization Construction 99

Hubspot Sales

SEPTEMBER 19, 2023

Table of Contents AI in Sales Today Tasks You Can Skip with AI AI’s Limitations in Sales Boost Productivity and Meet Your Sales Targets with AI AI in Sales Today According to the HubSpot State of AI Report , 95% of business professionals say AI helps them spend less time on manual tasks. How much time? How much time?

Artificial Intelligence 109

Artificial Intelligence CRM Sales Meetings 109

PartnerTap

FEBRUARY 17, 2021

Dinners and face-to-face meetings have been replaced with Zoom happy hours, sales conferences are now virtual, and work from home is the new normal. Mckinsey On Finance. McKinsey on Finance. According to the Global Economic Forums 20th Global Competitiveness report, collaboration between companies is down 2.6% 1] Banford, Jim.

Digital Transformation 98

Digital Transformation Digitalization Management Finance 98

Red Star Kim

APRIL 11, 2023

Internal capabilities – In recent years internal business functions such as finance, legal, risk and HR/people have become more influential in shaping enterprise-level strategy. 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

Revenue Storm

MAY 10, 2022

A senior sales leader told me recently that in their weekly staff meetings the CEO went from talking to the CHRO last to addressing them first, recognizing that people were the company’s greatest risk. Research the CHRO and top HR executives in your key clients and reach out for an initial meeting.

Supply Chain 78

Supply Chain Value Proposition Financial Services Finance 78

Apptivo

APRIL 27, 2022

The Finance and accounting module. The Finance and accounting module helps businesses understand the current financial status and the future outlook. Instead, with every change that happens in the organization, the ERP will also be scalable and flexible enough to meet the organizations demands and in the future.

Supply Chain 98

Supply Chain Procurement Manufacturing Logistics 98

Zendesk

JANUARY 3, 2023

From personal money management apps and price comparison services to accounting apps for businesses, millions of companies and consumers use open banking to stay on top of their everyday finances. But how can financial services providers ensure they deliver an experience that meets people’s high (and evolving) expectations?

Financial Services 52

Financial Services Banking Artificial Intelligence Finance 52

Hubspot Sales

JANUARY 25, 2019

A venture capital funding is a financing event where the lead investor is a venture fund. Having a venture fund lead your financing round dramatically increases the speed and likelihood of closing the round. The main material in most early-stage financing conversations is your investor deck. Venture Capital Funding.

Investors 112

Investors Finance Healthcare Negotiation 112

Mercuri International

JUNE 10, 2020

It’s no surprise that sales strategies are having to pivot to meet the changing demands and context of the current market. Mercuri’s survey looked at a broad range of industries, from finance to pharma, construction to consumer goods, speaking to executives from C-level, sales, HR, and training. Key findings.

Remote Working 98

Remote Working Key Account Management Finance Banking 98