PandaDoc

APRIL 8, 2024

A deal desk is a team within a company responsible for managing and negotiating deals, contracts, quotes, and other sales documents. Manage non-standard deals There are deals that require more handling or negotiating than usual. Try now Automating communication and negotiation using digital tools.

Negotiation 52

Negotiation Sales Stakeholders Digitalization 52

PandaDoc

MARCH 29, 2024

Key takeaways A deal desk is a cross-functional team assembled to oversee opportunity qualification, solution and proposal development, and negotiation stages of a sales process. Negotiation : this stage gathers a deal desk, a sales team, and a client to agree upon mutual terms and conditions.

Negotiation 52

Negotiation Stakeholders Profitability Government 52

Brooks Group

APRIL 23, 2024

Transferrable Skills The skills developed in sales —such as communication, negotiation, problem-solving, and time management—are highly valued across many industries, making sales experience a valuable asset. Professional Opportunities Sales roles exist in virtually every industry, from technology and healthcare to retail and finance.

Sales Training 52

Sales Training Sales Decision-making Negotiation 52

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 94

Financial Services Manufacturing Finance Transportation 94

Red Star Kim

DECEMBER 12, 2023

For complex projects we must collaborate with those in other functional specialisms such as finance, technology, people and innovation. We covered a variety of hard skills (vision, strategy, finance, MBD planning) and soft skills (leadership, buy-in and influencing, personal brand, managing a team and motivation).

Marketing 130

Marketing Emotional Intelligence Management Leadership 130

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

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

Hubspot Sales

FEBRUARY 20, 2023

However, since contractors are temporary employees, they have the flexibility to pick and choose projects, negotiate contracts, and create their own schedule. They often work in industries such as management, finance, and marketing, and their ultimate goal is to help organizations improve their performance or achieve their goals.

Construction 86

Construction Finance Negotiation Business Planning 86

Hubspot Sales

NOVEMBER 24, 2020

As I touched on earlier, a deal desk might have a role in other aspects of the deal-closing process, including providing advice on negotiation strategy and insight about product knowledge. Again, you might include stakeholders from departments like sales, legal, product, and finance. Who do you want to involve?

Construction 135

Construction Stakeholders Negotiation Profitability 135

Hubspot Sales

JANUARY 25, 2019

A venture capital funding is a financing event where the lead investor is a venture fund. The lead investor sets the terms of the round with the company and acts as the primary negotiator. They oversee the negotiations and formalities of the round like determining board structure and employee option pool availability.

Investors 107

Investors Finance Healthcare Negotiation 107

PartnerTap

FEBRUARY 17, 2021

Mckinsey On Finance. Negotiating a Better Joint Venture.” McKinsey on Finance. Because the truth is, your ecosystem will only be able to scale if it can adapt to the inevitable changes from COVID-19 and the digital transformation of alliance management. [1] 1] Banford, Jim. Measuring Alliance Performance.” 5 (Autumn 2002). [2]

Digital Transformation 98

Digital Transformation Digitalization Management Finance 98

CMOE

JUNE 12, 2023

Noobprenuer’s blog covers a wide range of topics, such as: The art of taking risks Marketing strategies Negotiation tactics 2. Noobrenuer was founded by Ivan Widjaya, a small business entrepreneur who finds and shares key insights with budding business owners.

Small Business 52

Small Business Cybersecurity Finance Retail 52

Planview

MARCH 1, 2024

This includes accelerating the sales process, closing bigger deals, and reducing the time spent in negotiations. They’ll be more inclined to support your continued funding when discussing budgets with their management and the finance department. Here are some examples of internal customers and their goals.

Value Proposition 59

Value Proposition Software Software Finance 59

KAM With Passion

JUNE 20, 2021

These cover general business acumen as well as sales and negotiation skills and competencies. Fundamentals of Finance and P&L Management (base level). Negotiation (base level). KAM-relevant business competencies. Advanced – Module 5: Driving co-creation with a truly strategic account.

Key Account Management 130

Key Account Management Account Management Co-Creation Account Planning 130

The Chapman Group

DECEMBER 8, 2020

Strategic and quantitative assessment of: Account situation, opportunities, finances and relationships. Negotiations. Economic Value Propositioning (ROI calculations). Development of Strategy and tactical plans (action planning). Senior Level relationship building, management and engagement. Business and financial acumen.

Account Management 133

Account Management Management Value Proposition Account Planning 133

Brooks Group

APRIL 9, 2024

Finance, operations, and management, oh my! Procurement managers : Professionals tasked with managing the procurement process, negotiating contracts, and ensuring compliance with organizational policies. The B2B buying journey is getting longer and more complex.

Value Proposition 94

Value Proposition Procurement Decision-making Stakeholders 94

Hubspot Sales

NOVEMBER 23, 2018

Term sheet negotiation. Having a clear snapshot of your company's ownership structure enables you to run a what-if analysis on a financing round. Look at what happens to your ownership stake and company control at different valuation levels, and evaluate other factors such as if new options are issued before or after financing.

Investors 100

Investors Shareholders Finance Decision-making 100

Mercuri International

JUNE 10, 2020

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. Sales management and territory management also figured highly in the training priorities of pharma, banking, and finance, but was relatively underrepresented elsewhere.

Remote Working 98

Remote Working Key Account Management Finance Banking 98

Desired Path

JUNE 17, 2020

In the second phase, we’re seeing finance departments, even from companies doing well, using Covid as a reason to negotiate on price. We’re also having more conversations with the customer’s CFO and finance department. Customers are also waiting on paying invoices until past due dates and when we remind them.”

Marketing 52

Marketing Finance Value Proposition Banking 52

Desired Path

JUNE 17, 2020

In the second phase, we’re seeing finance departments, even from companies doing well, using Covid as a reason to negotiate on price. We’re also having more conversations with the customer’s CFO and finance department. Customers are also waiting on paying invoices until past due dates and when we remind them.”

Marketing 52

Marketing Finance Value Proposition Banking 52

Desired Path

JUNE 17, 2020

In the second phase, we’re seeing finance departments, even from companies doing well, using Covid as a reason to negotiate on price. We’re also having more conversations with the customer’s CFO and finance department. Customers are also waiting on paying invoices until past due dates and when we remind them.”

Marketing 52

Marketing Finance Value Proposition Banking 52

Nutshell

OCTOBER 1, 2019

Research published by Jo Liversidge and Alexa Bona at Gartner offers some advice in this regard: Do not assume the price will not increase without prior negotiation. Negotiate a maximum net price increase of 3% to 5% for a renewal term. In essence: negotiate, negotiate, negotiate.

Negotiation 99

Negotiation CRM Software Software 99

Aepiphanni

DECEMBER 17, 2020

Small businesses need to understand that while getting a business off the ground and offering your products are important, keeping a close eye on where your finances are going is what will help sustain your business in the end. Measure cash flow before the money even hits or leaves your account. Cut down on expenses.

Management 40

Management Suppliers Finance Small Business 40

Aepiphanni

DECEMBER 29, 2020

From being a cheaper form of financing than equity to using the debt to deduct from corporate income taxes, loans may benefit your business in the long run. A smart move right now is to reduce costs, increase revenue, and to start effectively managing business debt: Review to negotiate or refinance.

Management 40

Management Negotiation Suppliers Finance 40

QYMATIX

AUGUST 23, 2022

He wrote that negotiations had been held. Sanistål company had officially “abandoned negotiations to purchase activities from Wollschläger”. The letter had only two lines of text: “Due diligence has been carried out, and further negotiations have been conducted with the receiver. Due diligence was pending. It still failed.

Investors 40

Investors Negotiation Acquisition Logistics 40

Red Star Kim

FEBRUARY 8, 2024

For example, for accountants this might include Quoted Companies Alliance, UK Finance or Federation of Small Businesses. Without targeting there is the risk of “spray and pray” content being sent into the ether. For law firms these might be GC 100, International Bar Association or the Association of Corporate Counsel.

Value Proposition 130

Value Proposition Key Account Management Digitalization Sales 130

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. Improve supplier negotiations backed by analytics. Each module depicts a specific business function and provides data that supports the processes. The Sales module.

Supply Chain 98

Supply Chain Procurement Manufacturing Logistics 98

ACT

AUGUST 4, 2023

If your finances permit, bootstrapping your business ensures complete ownership and gives you more control over business operations. You also need a well-defined cash-flow management strategy to make the most of business finances. Before you meet potential investors, you must outline a solid financial plan.

Insurance 52

Insurance Small Business Investors Finance 52

Hubspot Sales

MAY 18, 2023

Contract negotiations for projects. Contract negotiations and closure. Courses in risk assessment, management, and finance are provided. The curriculum covers a wide range of subjects, including some of these common topics: Dealing with conflict. Directing a group. Enhancing group performance. Forming a productive team.

Negotiation 71

Negotiation Leadership CRM Insurance 71

Account Management Skills

MAY 22, 2023

In this episode, I chat to Mike Lander, CEO of Piscari, a former procurement director who now assists sales teams in negotiating with procurement departments. We also dive into a five-step framework to help you negotiate more effectively and shed light on some questionable tactics employed by less experienced procurement professionals.

Procurement 52

Procurement Negotiation Supply Chain Insurance 52

Hubspot Sales

MAY 30, 2019

Stage 5 : Negotiate and Close. Knowledgeable customers make their selection and negotiate. For example, " I know that before I present to your executive team, your finance and paid advertising teams need to sign off on our solution. Step 5: Negotiate and Close. Each stage maps out winning behaviors and strategies.

Procurement 106

Procurement Negotiation Sales Leadership Sales 106

Hubspot Sales

DECEMBER 6, 2017

This forces negotiations to take place before stakeholders in Procurement and Legal are out of the office -- something your well-meaning prospect might not have considered. Representatives from your prospect’s Finance, Legal, and Procurement teams, and much of the executive staff, will likely be busy or on vacation beginning December 15th.

Procurement 123

Procurement Onboarding Stakeholders Finance 123

Hubspot Sales

JANUARY 16, 2023

Here, we've compiled a list of the best books to help you learn the ins and outs of real estate investing — from finding your market and evaluating opportunities to negotiating and buying properties. Best for Negotiating Real Estate. Best for Financing on a Budget. Best for: Negotiating Real Estate Deals. Best Overall.

Investors 14

Investors Negotiation Finance Profitability 14

Miller Heiman Group

OCTOBER 7, 2019

One important way for sellers shape and grow deals is to help buyers identify and prioritize their needs, but now buyers often wait until they are ready to negotiate to engage them. This creates a serious challenge for sellers—with little time and space to differentiate themselves, all sellers start to look alike to buyers.

Finance 61

Finance Decision-making Negotiation B2B 61

Hubspot Sales

AUGUST 17, 2020

As they negotiate their deal, Leah recommends including podcast advertising to the client’s package to support the client’s advertising goals and to increase potential revenue her agency can earn from the deal.

Account Development 92

Account Development Management Advertising Profitability 92

ClearPoint Strategy

SEPTEMBER 6, 2021

Naturally, that means allocating money across departments for purposes of both financing its operations and providing public services. Most of the negotiating happens around the capital budget—which projects will you take on in the near future, and what will their impact be on the community? Approval (Takes 1–2 months).

Government 95

Government Negotiation Decision-making Finance 95

Outbound Engine

DECEMBER 1, 2020

Can you negotiate your medical bills? Finances and divorce: what to know. Have you found a mechanic you can trust? Now’s the time to do a home inventory. 4 ways to breathe easier at home. Best life and health insurance subject lines. 3 tips for simplifying open enrollment. Are you prepared for cold and flu season?

Insurance 53

Insurance Small Business Finance Negotiation 53