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

Zendesk

FEBRUARY 6, 2024

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

Artificial Intelligence 59

Artificial Intelligence Finance Prioritization Innovation 59

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.

Remote Working 10

Remote Working Finance Artificial Intelligence Financial Services 10

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.

Remote Working 10

Remote Working Finance Artificial Intelligence Financial Services 10

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. An ERP system enables an organization’s daily business operations to run smoothly and efficiently. Who uses an ERP system.

Supply Chain 98

Supply Chain Procurement Manufacturing Logistics 98

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. Sienna is based on the latest design trends and goes through rigorous testing.

e-Learning 98

e-Learning Finance Banking Construction 98

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 122

Finance Small Business Meetings Onboarding 122

Hubspot Sales

JUNE 8, 2021

You'll gain skills researching and calling prospects, sending emails, understanding the offerings, and organizing leads. 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. Inside Sales Rep. using Zoom, Skype, email, and CRM).

Finance 107

Finance Sales Account Management Leadership 107

Revenue Storm

MAY 10, 2022

Which brings me to your client’s HR organization and specifically the Chief Human Resource Officer (CHRO) or Chief People Officer. 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.

Supply Chain 78

Supply Chain Value Proposition Financial Services Finance 78

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

AchieveIt

MARCH 6, 2024

You need a solid, data-driven plan to gauge your organization’s performance and steer decisions in the right direction. This is where organizational performance metrics come into play, acting as the secret sauce to your organization’s success. Think of KPIs as a compass guiding your organization in the right direction.

Decision-making 52

Decision-making Profitability Finance Advertising 52

Xant

MAY 13, 2021

As organizations solidify their plans for the new buying landscape, sales leaders are adapting to the new normal. Many of the changes that happened in the past year are likely here to stay, and that has huge implications for sales teams that have had to go back to the drawing board on their sales organization and sales motions.

Sales 99

Sales Stakeholders Digitalization Construction 99

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 117

Sales Brainstorming Leadership Insurance 117

Zendesk

DECEMBER 15, 2023

Overall, workforce managers seek to get the most out of employees and processes to ensure businesses can meet and exceed their goals. Workforce managers play a pivotal role in an organization by ensuring everything operates at peak efficiency. Here are some of their primary responsibilities.

Management 52

Management Software Software Decision-making 52

Showpad

JUNE 29, 2021

More than 400 organizations from various industries and company sizes, covering the US, the UK and the DACH region answered questions on all things enablement, buying behaviors, selling challenges and what that means for the enablement profession. Since the pandemic, the number of organizations with enablement grew by 17%.

B2B 111

B2B Digital Transformation Decision-making Digitalization 111

Revenue Storm

FEBRUARY 15, 2022

Even when I was leading a $400 million global accounts organization. Statistically, sales organizations lose about 25% productivity by focusing on deals they will never win. There is a universal truth that applies to every sales organization: Activity drives results! For 20 years, I had a monthly sales quota. Scrub the Pipeline.

Value Proposition 78

Value Proposition Global Accounts Sales Account Management 78

Insightly

MAY 6, 2022

With the CRM being the heart of most businesses, integrations between it and the key tools used throughout the organization is vital. Tasks like sending emails, booking meetings, creating invoices, and transferring orders are expected to be automated. Some of the most popular integrations are: Finance/Accounting: Quickbooks.

CRM 105

CRM Facilitation eCommerce Government 105

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 52

Sales Training Sales Decision-making Negotiation 52

SalesGlobe

DECEMBER 5, 2021

As the end of the current year approaches, it’s not uncommon for the organization to have little time or resources left to plan and develop their quotas for the following year, with the same vigor as planning the strategy; and the same method becomes the default approach year over year. Divert Finance From Taking the Wheel.

Sales Management 52

Sales Management Management Finance Supply Chain 52

Sales Outcomes

MAY 1, 2023

Today, an organization’s CRM is as essential as billing, inventory, ERP, or other IT systems. Typically, 12-18 months after CRM implementation, organizations recognize that the CRM is not meeting expectations. It’s typical for IT, Finance, and Sales Operations to lead CRM initiatives.

CRM 52

CRM Leadership Prioritization Finance 52

Sales Outcomes

JUNE 13, 2022

For example, earlier this year, I presented the following initial value proposition on the first call with a fast-growing software company: Our support delivers a 5 to 15% increase in sales performance within six months, which we estimate could be $5 – $15 million for your organization. As you can imagine, they had a lot of questions!

Value Proposition 52

Value Proposition Finance B2B Software 52

Insightly

JANUARY 30, 2024

It leads to greater efficiency, deeper insights, and a better ability to meet the evolving needs of your customers. This includes tools for email, marketing automation, finance, project management, and customer support. This seamless process saves time and brings a new level of organization and efficiency to document management.

CRM 52

CRM e-Learning Facilitation Decision-making 52

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. The map is created during the strategic planning process and is used as a primary reference material during periodic strategy check-in and review meetings.

Value Proposition 98

Value Proposition Software Software Government 98

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

Hubspot Sales

FEBRUARY 8, 2018

For every 100 emails, you get 10 booked meetings. Of those meetings, you typically close three deals. If you booked 15 meetings instead, you could close four or five additional deals. Finance: 40%. What is the average email open rate for finance companies companies? Maybe your current rate is 20%. Biotech: 37%.

Computers and Electronics 141

Computers and Electronics Food and Beverage Government Construction 141

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

Hubspot Sales

JUNE 6, 2019

Finance Director. Once you’ve proven your ability to manage the financial health of a sales team, you might be ready to take on more responsibility as a finance director. The national salary average for a finance director is $137,582. The average base pay for a sales operations manager is $93,876 annually.

Supply Chain 110

Supply Chain Finance Sales Account Management 110

Brooks Group

MARCH 7, 2024

But a deeper look at this type of prospect reveals that their demands may simply be the result of the pressures they face in making buying decisions for their organizations. They end up negotiating with sales professionals and with stakeholders and decision-makers in their own organization.

Procurement 68

Procurement Management Decision-making Sales Training 68

Nutshell

JUNE 14, 2023

A CRM is a tool that helps gather, store, organize, and analyze data about your customers. Some of the best collaboration and communication tools include: Slack Google Meet Microsoft Teams 6. This software helps you keep up with various elements of your company’s finances, including: Budget Payroll Taxes Subscriptions And more!

Software 62

Software Software CRM Finance 62

AchieveIt

AUGUST 23, 2023

Organizations have been navigating through an era marked by profound shifts. Organizations now face an imperative to infuse their strategies with adaptability, resilience, and agility. There are a number of strategies that organizations and strategy leaders can adopt to fortify their strategic planning and execution processes.

Banking 52

Banking Decision-making Organization Finance 52

Showpad

MAY 16, 2022

Unfortunately, many sales organizations are fighting attrition while scrambling to catch up in a universe that changed very quickly (and was pushed into a black hole by COVID). The things that interrupt buyers instead of meeting them when and where they’re ready. . Most organizations aren’t built to support collaborative selling.

B2B 52

B2B Procurement Finance Digitalization 52

Hubspot Sales

MAY 24, 2023

You’re under pressure to meet quota, and losing a deal at the buzzer indicates to your manager that you’re not in control of the sales process. The sales process usually involves meeting the client, understanding their needs, scoping the project, and sending the quote. Your give should be logical and meet the needs of both parties.

Decision-making 105

Decision-making Meetings Negotiation B2C 105

Hubspot Sales

JULY 11, 2019

In fact, HubSpot research shows 72% of companies with less than 50 new opps were unable to meet their goals. This person might oversee CRM performance and engagement across the team, onboard new salespeople, strategize on process improvements, and coordinate team and executive meetings. Sales Operations Analyst Job Description.

CRM 110

CRM Sales Finance Leadership 110

Nutshell

SEPTEMBER 15, 2023

A CRM exists to help you gather, store, organize, and analyze customer data. CRMs also enable you to make your sales processes more efficient through improved organization and automation. If you’re looking for a CRM that meets your business’s needs, look no further—Nutshell is the perfect solution.

Software 62

Software Software Manufacturing CRM 62

Showpad

JUNE 29, 2021

We learned that 84% of organizations said they were forced to undergo significant digital transformation since the pandemic. Facing a pandemic, a new normal that will be digital first, forced organizations in most countries to rethink and reprioritize their buying decisions. This strong trend has also impacted their buying decisions.

Digital Transformation 59

Digital Transformation Decision-making Digitalization Onboarding 59

ClearPoint Strategy

APRIL 12, 2021

It’s a beautiful thing when an organization has hundreds, thousands, or even tens of thousands of employees all pulling in the same direction to achieve shared goals. The problem is this: Few organizations have mastered the art of performance management. Organizations tend to rely on either measures or projects (but rarely both).

Management 40

Management Finance Software Software 40

Showpad

JUNE 29, 2021

These two challenges, especially the training challenge, show that enablement teams haven’t paid enough attention to preparing their customer-facing employees to be effective in virtual meetings. In addition to the communication skills, it’s also important to teach sellers how to differently plan and conduct virtual meetings.

Onboarding 66

Onboarding Sales Leadership Sales Leadership 66