ClearPoint Strategy

JULY 7, 2021

If there is one phrase that represents both enormous potential and challenges to organizations today, it is big data. When done right, dashboards provide valuable insight into the health of an organization and strongly influence executive decision making. And yet data-driven decision making is more important than ever. Click To Tweet.

Organization 52

Organization Healthcare Decision-making Government 52

ClearPoint Strategy

APRIL 14, 2023

From finance to strategy, take notes on these executive dashboard examples.

Organization 40

Organization Finance 40

Red Star Kim

AUGUST 24, 2023

Finance The debt and equity chapter summarises different business formats (including private and public companies and partnerships). With explanations of depreciation, amortisation, factoring, asset finance, loans, guarantees and derivatives. Then the typical professional advisers that are used by a business are described.

Finance 130

Finance Government Profitability Banking 130

Force Management

MARCH 19, 2024

Companies that can’t rely on forecasts feel ripple effects across the organization, impacting manufacturing, delivery, operations, and finance. But when slipped deals are a consistent end-of-quarter occurrence, that’s an organizational problem with serious negative consequences.

Manufacturing 80

Manufacturing Finance Organization Management 80

Holden Advisors

DECEMBER 6, 2021

This is particularly true in a B2B organization, where prices are negotiated on a deal-by-deal basis and it's not easy to change a list price and have realized prices reflect that same degree of change. This review is supplemented by interviews with key functional leaders across product, marketing, finance, and pricing.

Negotiation 221

Negotiation Manufacturing Finance Profitability 221

Sales Outcomes

JANUARY 15, 2024

Several organizations we speak with express a desire for better sales and marketing alignment. ” When sales and marketing organizations do things on their own in an ad-hoc manner, go-to-market execution suffers. They plan on attending a finance-related conference and conducting 1:1 outreach via LinkedIn.

Marketing 52

Marketing Finance Stakeholders Prioritization 52

Hubspot Sales

APRIL 12, 2022

Startup financing ranges from news-worthy venture capital rounds to credit cards, grants, and small business loans. Understanding your financing options is essential for success. What is Startup Financing? Startup financing is the capital that's used to fund a business venture. Financing vs funding.

Finance 16

Finance Investors Shareholders Banking 16

Sales Outcomes

APRIL 22, 2024

When organizations need to improve sales results, they often focus on enhancing salesperson skills and competencies rather than sales manager enablement. Change is constant for sales organizations, and sales managers are often the glue that keeps them functioning. Here’s why sales manager enablement should be the priority: 1.

Prioritization 52

Prioritization Sales Management Management Sales 52

Customer Think

DECEMBER 12, 2022

With more services shifting to virtual platforms, consumers and organizations are likely to experience more sophisticated forms of fraud, putting their personal information and finances at risk.

Finance 78

Finance Organization Customer Experience 78

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

Sales Management Plus -- SMP

APRIL 11, 2024

Shareholders, financing partners and potential acquirers of your business see through short-term strategies to boost profits. It creates differentiation and professionalism across all of your branches, even if your reps don’t use it consistently across your organization. You cannot cut your way to real value.

Shareholders 52

Shareholders CRM Profitability Finance 52

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

Mike Kunkle

NOVEMBER 23, 2023

Even if you’re quietly doing the analysis for yourself, at first, I would still confirm your approach with a colleague in your finance team, to ensure it aligns with the way they track and report finances.

Sales 258

Sales Finance Decision-making Profitability 258

Planview

SEPTEMBER 9, 2021

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. When you multiply that across an organization as vast and diverse as ours, the hours add up quite a bit.

Finance 98

Finance Stakeholders Decision-making Acquisition 98

SalesGlobe

DECEMBER 4, 2021

Sales Operations realizes that the Sales organization tends to believe that everyone in the business exists to serve their needs. The sales organization is the face to the client and represents the client internally. But if Product, Marketing, and Finance teams stop fulfilling their roles the business as a whole will cease to exist.

Stakeholders 52

Stakeholders Finance Sales Profitability 52

SBI Growth

MARCH 3, 2020

Finance heads determine where to make. Go-to-Market success requires leadership and input from a multitude of functions within a company. Senior leadership provides strategic guidance. Sales management has the pulse of the customer and prospect. Marketing executives understand market trends.

Finance 87

Finance Leadership Sales Management Marketing 87

Hubspot Sales

APRIL 22, 2021

This leaves stakeholders across operations, finance, and sales without a scalable, automated solution and causes frustration among reps when their paychecks don’t match expectations due to mismatched spreadsheets. We believe that organizations win when they align their success with the success of their customers. Image Source.

Finance 88

Finance Value Proposition Sales Leadership CRM 88

Strategic Planning and Management Insights

APRIL 28, 2021

Having worked internally at finance and audit organizations and externally as an advisor across the finance enterprise, she approaches leadership and the boardroom with a multiple-stakeholder focus.

Finance 52

Finance Management Stakeholders Leadership 52

Sales Outcomes

AUGUST 29, 2022

Most organizations begin the 2023 Quota-setting process in the 4th quarter. Sales Quotas are an imperfect sales management tool, and the quota-setting process has its share of drama, “horse-trading,” and “hand-to-hand combat” with the finance team. 2: Don’t Set Quotas to manage Compensation.

Finance 52

Finance Sales B2B Software 52

Zendesk

FEBRUARY 6, 2024

As such, we acquired Tymeshift in June 2023 to give organizations using Zendesk an easier way to manage their teams. As of February 1, we’re launching exciting new updates to Tymeshift—all aimed at helping organizations manage their teams more effectively and lower costs. Here’s what you can expect from our latest releases.

Artificial Intelligence 59

Artificial Intelligence Finance Prioritization Innovation 59

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

Showpad

JANUARY 8, 2021

For some organizations this wasn’t really new, apart from the fact that it was the only way to interact with prospects and customers. Whether we like it or not, the digital transformation is progressing in a fast-pacing manner, and many organizations around the globe prepare themselves for a digital and remote 2021.

Virtual Selling 144

Virtual Selling Finance Digitalization Digital Transformation 144

Hubspot Sales

OCTOBER 27, 2021

For one, separating your business and personal finances can protect your personal assets. If you’re a sole proprietor, you don’t have to open a business bank account, but it can help protect your personal finances and make tax season easier by tracking spending all in one place, separate from your personal account. Wells Fargo.

Small Business 83

Small Business Banking Finance Insurance 83

Hubspot Sales

JANUARY 26, 2023

The most popular topics in this category are travel, fashion, beauty, personal finance, and entertainment. Case Study: The Financial Diet This personal finance business started as a personal finance blog in 2014. The site still features posts with finance tips and tricks. All you need to do is find your niche.

Digitalization 103

Digitalization eCommerce Finance Internet 103

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

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. Forecasting is a helpful skill to master as a leader, as it is a driving factor of decisions made by your organization. 2) Forecasting.

Finance 98

Finance Profitability Decision-making Leadership 98

Envisio

JULY 21, 2023

We invite and encourage others in the government finance sector to do the same. While this white paper and roadmap was created by technology thought leaders, Rethinking Budgeting is not just about re-tooling an organization. GFOA is proud to serve as a resource and catalyst for innovation. This is transformational, leading-edge work.

Government 52

Government Finance Co-Creation Innovation 52

Hubspot Sales

JUNE 13, 2019

While it's great to have internal metrics, it's also good to know how you compare to other sales organizations in your industry -- including your competitors'. Finance Industry Close Rate : 19%. Check your sales close rate against your industry's benchmark average now. Sales Close Rate by Industry.

Computers and Electronics 130

Computers and Electronics Finance Sales Prioritization 130

Hubspot Sales

FEBRUARY 20, 2023

They typically possess specialized skills that an organization (or individual) doesn't have in-house. 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. What is a contractor?

Construction 95

Construction Finance Negotiation Business Planning 95

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

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

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

Brooks Group

APRIL 9, 2024

Finance, operations, and management, oh my! Key decision makers often include: C-Suite executives : High-level executives such as CEOs, CFOs, or CTOs who oversee strategic decision-making within the organization. Research and Prepare Conduct thorough research on the organization, its industry, and individual committee members.

Value Proposition 92

Value Proposition Procurement Decision-making Stakeholders 92

Planview

MARCH 1, 2024

But the value part of the equation is frequently (much) more difficult to pin down for a shared services organization. So, repeat after me: “My organization, were it a standalone business, is one worth investing in.” They are most likely your colleagues on other teams within your organization.

Value Proposition 59

Value Proposition Software Software Finance 59

Arpedio

JANUARY 3, 2024

They work in close collaboration with other departments, such as marketing and finance, to align strategies and achieve sales objectives. They also collaborate with finance to ensure accurate forecasting and budgeting, as well as to identify areas where revenue can be maximized.

Sales 52

Sales Finance Sales Training Decision-making 52

Planview

OCTOBER 16, 2023

Diversity also shines through in the sectors represented, with voices from industries as varied as finance, non-profit, government, education, healthcare, technology, manufacturing, travel, and professional services. The perspective isn’t limited to just a few roles in an organization’s hierarchy.

Management 64

Management Stakeholders Healthcare Manufacturing 64