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

Red Star Kim

APRIL 12, 2023

According to the Oxford dictionary, a customer is “ a person or an organization that buys goods or services from a shop or business,” and a client is “ a person who uses the services or advice of a professional person or organization.” HubSpot puts it more succinctly: customers buy products, and clients buy advice and solutions.

Media 130

Media Marketing B2C Stakeholders 130

AchieveIt

MAY 4, 2023

You probably opened a spreadsheet, PowerPoint, or Word document during an initial strategic planning meeting and never looked back. Organizations that excel at strategy execution have found a different, more effective way to manage their plans. Each different tool, update style, or stakeholder need is a separate report or view.

Stakeholders 52

Stakeholders Decision-making Organization Leadership 52

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 109

Finance Sales Account Management Leadership 109

AchieveIt

FEBRUARY 9, 2023

Leaders who want to achieve, innovate and reach new heights need a list of pivotal successes their team needs to meet. Your business must achieve these high-level goals to meet your strategic objectives. Rather than measuring the success of your organization or projects, CSFs provide systems through which your company can succeed.

Stakeholders 52

Stakeholders Suppliers Communication Innovation 52

Hubspot Sales

MARCH 18, 2019

To turn buyers into business partners, a key account manager (KAM) typically provides dedicated resources, unique offers, and periodic meetings. Despite the potential benefits of key account management to your bottom line, it's not a good fit for every organization. These accounts make up the majority of the business' income.

Key Account Management 126

Key Account Management Account Management Management Account Strategy 126

Hubspot Sales

JANUARY 11, 2018

Rep: “And you’ll be using Spartan to organize customer events around the country, which currently you do not have software for. This is normally the stage where my customer brings in [the head of Finance, the other stakeholders, their manager] to [discuss X, get their perspective on Y]. stakeholders involved in every deal.

Decision-making 137

Decision-making Stakeholders Finance Meetings 137

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 69

Procurement Management Decision-making Sales Training 69

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 71

Decision-making Logistics Supply Chain Suppliers 71

Miller Heiman Group

JULY 30, 2019

However, four common buying influences in manufacturing include: Procurement: Also called Purchasing in some organizations, these buying influences are primarily concerned with price. Your sellers should address how your reliable supply chain always meets customer deadlines and how your superior product quality helps end-users perform better.

Manufacturing 61

Manufacturing Supply Chain Procurement Decision-making 61

Hubspot Sales

FEBRUARY 16, 2018

In addition, Crystal provides real-time feedback tailored to your recipient, provides brief summaries for all attendees in upcoming meetings. In fact, Hootsuite Sales Director Beth England credits Detective for helping her keep track of over 30 stakeholders on a multi-million dollar deal she successfully closed. 3) Hemingway.

Finance 134

Finance Communication Stakeholders Media 134

Hubspot Sales

APRIL 4, 2023

Identify one or two relevant examples demonstrating your ability to meet the expectations outlined in the job description. This question allows the interviewer to assess your leadership style and determine if it aligns with the organization's culture. The project involved several departments, including logistics, finance, and IT.

Supply Chain 103

Supply Chain Leadership Construction Artificial Intelligence 103

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 109

Decision-making Meetings Negotiation B2C 109

Showpad

JUNE 29, 2021

An experience that proves a solution’s business value to multiple buyer stakeholders along the customer journey. We learned that 84% of organizations said they were forced to undergo significant digital transformation since the pandemic. Many organizations still share content with their prospects and buyers via email attachments.

Digital Transformation 59

Digital Transformation Decision-making Digitalization Onboarding 59

Flevy

MARCH 20, 2024

For consulting firms, these frameworks are part of the bread and butter that enable them to consistently deliver value to client organizations across industries and geographies. Build enterprise-wide AI capabilities : Developing the necessary skills, technologies, and processes across the organization to leverage AI effectively.

Digital Transformation 52

Digital Transformation Digitalization Artificial Intelligence Government 52

Miller Heiman Group

JUNE 4, 2020

Over the last five years, sales organizations have hit their revenue targets, even though individual sellers’ metrics declined. A broker of capabilities: They bring in someone, such as a third-party expert or another member of their organization, who can provide greater value by helping the buyer solve problems.

Supply Chain 84

Supply Chain Decision-making Digital Transformation Virtual Selling 84

Openview

MAY 1, 2018

For sales organizations, there’s simply nothing worse than losing a deal during the final proposal and negotiation stages. For nearly every enterprise sales cycle, considerable time (and monetary) investments are made: Finance and legal teams work hard on contracts, proposals, and revisit redlines.

Negotiation 66

Negotiation Value Proposition Stakeholders Sales 66

OnStrategyHQ

JUNE 3, 2022

Step 1: Structure your KPIs based on measures that contribute directly to your organization’s annual objectives. Again, it is important that the KPIs you choose to track and measure your progress are ones that work well for your organization. Step 3: Assign ownership for each KPI to specific individuals in the organization.

Finance 52

Finance Organization Stakeholders Profitability 52

Openview

MAY 30, 2018

With all this change, it’s important to have a modern program that meets the needs of today’s partners and tomorrow’s clients. If you are starting a new program, you’ll still have to give partners a grace period to meet your requirements. Now let’s look at some of the best practices in each category: Differentiation.

Stakeholders 70

Stakeholders Government Finance Business Planning 70

SBI

JANUARY 28, 2020

Sales Enablement is generally focused on assisting individual sellers with less focus placed on others in the organization. While individual sellers are a primary customer, the sales managers are critical stakeholders as you seek to elevate their team’s performances. Invite your sales managers and other key stakeholders. .

Sales Management 52

Sales Management Management Sales Stakeholders 52

Hubspot Sales

DECEMBER 13, 2019

With hundreds of laws, policies, and regulations, the wide range of potential professions and jobs, and daily developments in diagnosis, treatment, and medication, healthcare organizations have a lot to keep track of — and doing so thoroughly and professionally is absolutely vital to their success and the health of their patients.

Healthcare 69

Healthcare Government Insurance Decision-making 69

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

OnStrategyHQ

MARCH 28, 2023

SMART Goals Introduction: SMART goals are short-term, strategic actions that support your organization’s long-term vision of success and strategy. The acronym SMART – Specific, Measurable, Attainable, Responsible, and Time-Bound – helps your organization build actionable goals to help it reach its long-term destination.

Finance 52

Finance Stakeholders Organization Profitability 52

ClearPoint Strategy

NOVEMBER 19, 2020

As a nonprofit organization, the development of a strategic plan can be one of the most exciting times. Upon completion, you feel a sense of energy about the direction of the organization and the impact your work will have in this world. We spend most of our time just trying to keep the organization afloat. You are not alone.

Profitability 40

Profitability Stakeholders Government Leadership 40

Hubspot Sales

MAY 18, 2023

This insight is invaluable to organizations with large, complex operations. Facilitating productive meetings. You may use this information to better guide your clients and other stakeholders as they make personnel choices inside their businesses. Courses in risk assessment, management, and finance are provided.

Negotiation 77

Negotiation Leadership CRM Insurance 77

SmartKarrot

OCTOBER 28, 2022

Role: Vice President, Customer Success – Americas Location: San Jose, CA, US (On-site) Organization: Automation Anywhere As a Vice President of Customer Success, you will have the ability to prioritize, problem-solve, multi-task, and work independently in a dynamic and rapidly changing workplace.

Customer Success 19

Customer Success Interpersonal Skills Stakeholders Finance 19

SmartKarrot

JUNE 2, 2022

Role: Director, Customer Success Location: San Francisco, CA, US Organization: Convex As a Director of Customer Success, you will manage and support a team of talented Customer Success Managers and Renewal Managers. Develop and maintain effective working relationships and professional networks with key internal and external stakeholders.

Customer Success 19

Customer Success Stakeholders Onboarding Finance 19

Hubspot Sales

MAY 30, 2019

We know that best-in-class sales organizations use a consultative sales process. You should already know what steps need to be taken for your prospect's organization to buy a new product or service. Make sure you understand what the procurement process is and confirm that the solution you've laid out meets your champion's expectations.

Procurement 108

Procurement Negotiation Sales Leadership Sales 108

Hubspot Sales

OCTOBER 12, 2017

To find your own number, simply multiply the number of opportunities an average rep in your organization pursues in a month by the number of internal stakeholder interactions each opportunity typically requires (e.g. First, reps in high-complexity organizations simply get less done -- and less sold -- in the same amount of time.

Finance 83

Finance Internet Sales Environment Stakeholders 83

SBI

SEPTEMBER 28, 2021

Remote Selling has become an important focus for every sales organization. The sales presentation is one of the main ways sellers help drive and fuel the virtual meeting. Additionally, today’s buyers indicate that most sellers do a poor job with discovery and listening now that meetings are remote.

Artificial Intelligence 31

Artificial Intelligence Finance Decision-making Facilitation 31

Planview

JUNE 19, 2019

To keep up with the modern professional landscape, companies must create an innovation culture that constantly looks for new ways to meet the needs of the customer. Executives and stakeholders can lose touch with their customer base and, despite their best efforts, fail to innovate. It happens to every company at some point or another.

Innovation 55

Innovation Insurance Suppliers Healthcare 55

SmartKarrot

MARCH 25, 2022

Role: Customer Success Director Location: New York, NY, US Organization: Pacvue As a Customer Success Director, you will work with brands to identify business priorities and goals. Develop meaningful relationships with key stakeholders within the customer as well as Cato’s teams (Sales, Customer Success, R&D and Support Engineering).

Customer Success 19

Customer Success Account Planning Stakeholders Finance 19

Hubspot Sales

JANUARY 23, 2018

According to LinkedIn, you’re almost five times more likely to schedule a first meeting with someone if you have a mutual personal connection. With the TeamLink Connections filter , you can easily find the prospects who meet your search criteria and share an acquaintance with you, whether it’s a first or second-degree connection.

CRM 145

CRM Sales eCommerce Decision-making 145

SmartKarrot

DECEMBER 9, 2021

Role: Customer Success Director Location: Remote, United States Organization: Vonage As a Customer Success Director, you will maintain a portfolio of accounts with low churn, high adoption, and high health scores. Manage relationships with senior stakeholders and develop expertise at identifying strategic customer goals.

Customer Success 19

Customer Success Stakeholders Onboarding Government 19

Miller Heiman Group

JANUARY 9, 2020

As fundamental as training is to an organization’s success, I believe we need to broaden sales enablement’s impact in organizations. We also set up formal and informal meetings with sales leaders to better understand what worked and what didn’t. There will be bumps in the road, no matter how much planning you do.

Sales 63

Sales Logistics Finance Sales Training 63

SmartKarrot

MARCH 3, 2023

Role: Director of Enterprise Customer Success Location: San Diego, CA, United States (Remote) Organization: Drata As a Director of Enterprise Customer Success you’ll focus on creating, implementing, building, and leading the enterprise customer success strategy with our VP of Customer Success and senior team. usage, satisfaction, etc.).

Customer Success 19

Customer Success Finance Stakeholders Onboarding 19

SBI

MARCH 28, 2018

A common complaint in organizations is that the forecast is an onerous and time-consuming task. If the forecast continues to contradict the target, then it might be time to communicate a revised target to your sales team and other stakeholders. Frequently Revisit and Update Short and Long-Term Forecasts.

Finance 55

Finance Stakeholders Profitability Management 55