Upland

MAY 4, 2023

Cadence To stay on top of your pipeline and manage your sales, you will need to have a scheduled review cadence in place. Publish your operational rhythm so that everyone is on the same page. Schedule time to test and improve your portfolio, account plan, and review opportunities. We started this blog with a U.S. ”

Account Planning 195

Account Planning Publishing Shareholders Communication 195

PandaDoc

APRIL 3, 2023

Benefits of sales training for sales teams and their managers Sales training is beneficial for all members of a sales force, and investing in it can have many benefits and aid in establishing a culture of growth and support. With a defined and clear structure, staff can make useful decisions without the constant supervision of their manager.

Sales Training 98

Sales Training Management e-Learning Sales 98

Account Manager Tips

SEPTEMBER 28, 2022

You don't worry about meeting new people. Every month I publish a list of handpicked books to help you with your professional development. Knowing how to use a CRM is an essential competency for sales, key account management, customer success and many more. You're in a comfortable rut with your favorite clients.

Key Account Management 130

Key Account Management Account Management Management Publishing 130

Flevy

MARCH 19, 2024

It reflects an organization’s ability to manage, prioritize, and convert ideas into viable products or services, ensuring a consistent flow of innovation. This strategic focus on nurturing and managing the innovation pipeline underpins an organization’s resilience, adaptability, and ability to explore new growth avenues.

Innovation 52

Innovation Management Digital Transformation Prioritization 52

ClearPoint Strategy

SEPTEMBER 3, 2021

Whether you’re responsible for charting data at your company or you just need to capture the essence of one particular measure, using the right performance management chart is key to getting your message across accurately. Our 15 Favorite Management Charts. We’re here to help with that! Take a look! Target Vs. Actual Charts.

Management 98

Management Publishing Meetings Profitability 98

Red Star Kim

JANUARY 3, 2023

Change management 20 insights on change management processes and communication (kimtasso.com). Referrer management Referrer Management workshop (June 2022) (kimtasso.com). Sales and selling skills Sales processes and selling skills for targeting and meetings (kimtasso.com). kimtasso.com).

Leadership 130

Leadership Publishing Management Communication 130

Nutshell

DECEMBER 4, 2018

Most people find meetings to be a painful experience—and not without reason. Meetings often lack an agenda, purpose, or direction, and on top of that, they’re usually inconveniently scheduled and easily get off track. Make the Meeting Convenient. Instead, schedule your weekly meetings for Tuesday or Wednesday afternoons.

Meetings 97

Meetings Sales Decision-making Publishing 97

Nutshell

DECEMBER 28, 2018

A 1:1 sales meeting provides sales managers and sales reps time for reflection and goal setting, as well as an opportunity for both sides to raise their concerns. As a manager, you shouldn’t look at your weekly individual meetings as simply a time to go over sales numbers. 1) Start by listening. 1) Start by listening.

Meetings 97

Meetings Sales Sales Management Management 97

Flevy

MARCH 21, 2024

Intellectual Property (IP) Strategy is a critical aspect of modern business management, pivotal for protecting and monetizing innovations. Challenges to Effective IP Strategy & Management Executives and senior managers face several challenges in developing and implementing an effective IP Strategy.

Management 52

Management Digital Transformation Innovation Negotiation 52

Flevy

MARCH 18, 2024

It is through effective R&D activities that organizations can develop groundbreaking products, improve existing offerings, and discover new ways to meet customer demands. Relevance : A shorter time to market can provide a competitive edge by ensuring products meet consumer needs quickly.

Management 52

Management Digital Transformation Innovation Decision-making 52

ClearPoint Strategy

SEPTEMBER 8, 2021

This is where the value of good project management becomes clear. There are a variety of project management methodologies you can implement, but no obvious favorite across industries. To help you choose, we’ve outlined 10 project management techniques that have had proven success, and the types of situations for which they work best.

Management 98

Management Construction Banking Government 98

Flevy

FEBRUARY 21, 2024

As a foundational element of Strategic Planning and Performance Management , Market Analysis empowers organizations to identify opportunities, anticipate trends, and mitigate risks. Here are other KPI Strategy and KPI Management articles we’ve published: Principles of KPI Selection.

Marketing 52

Marketing Management Digital Transformation Value Proposition 52

Flevy

FEBRUARY 17, 2024

Customer Segmentation and Analysis stands at the forefront of this understanding, enabling organizations to tailor their strategies, products, and services to meet the diverse needs of their customers. Here are other KPI Strategy and KPI Management articles we’ve published: Principles of KPI Selection.

Management 52

Management Digital Transformation e-Learning Acquisition 52

Flevy

FEBRUARY 26, 2024

We aim to provide executives and senior managers with a clear understanding of how these KPIs can serve as a compass during Digital Transformation efforts, ensuring that initiatives are data-driven, focused, and aligned with the organization’s strategic vision.

Digital Transformation 52

Digital Transformation Digitalization Management Innovation 52

ClearPoint Strategy

MAY 13, 2021

Project management is a priority at nearly every organization today because of its effectiveness at setting proper expectations around what can be delivered, by when, and for how much money. Good project management helps teams do much more than deliver what’s been promised. Chapter 1: What Is Project Management? Click To Tweet.

Management 95

Management Software Software Construction 95

Nutshell

JANUARY 9, 2024

Then connect them to your domain, manage your pages — without any coding — and start filling your pipeline with high-quality leads. Designing, publishing, and managing your landing pages from within Nutshell makes it easier than ever for you to collect information about leads and improve your marketing and selling strategies.

Publishing 62

Publishing Advertising CRM Marketing 62

Nutshell

JANUARY 9, 2024

Then connect them to your domain, manage your pages — without any coding — and start filling your pipeline with high-quality leads. Designing, publishing, and managing your landing pages from within Nutshell makes it easier than ever for you to collect information about leads and improve your marketing and selling strategies.

Publishing 62

Publishing Advertising CRM Marketing 62

Red Star Kim

OCTOBER 25, 2023

It has the potential to transform client communications, fast-track the generation of research and thought leadership and fuel content management campaigns. I had the pleasure of meeting Helen Kensett at the recent PM Forum Conference. Another valuable AI-powered tool for the MarTech armoury.

Banking 130

Banking Artificial Intelligence Cybersecurity Key Account Management 130

Red Star Kim

OCTOBER 18, 2022

I completed my MBA two decades ago although I consume the latest management books voraciously. This 2014 book by Professor Vlatka Hluplic didn’t appear on my radar but I had the privilege of meeting the author through my work with the Managing Partners Forum. Management Shift Solutions Limited. In a nutshell. The author.

Organization 130

Organization Innovation Leadership Management 130

Red Star Kim

SEPTEMBER 20, 2023

This book – published in 2020 – is also focused on internal conversations at work. The principles can also be applied to writing (especially emails), consulting, influencing, selling, assertiveness and project management skills. This is a slightly different conversation book to those I reviewed previously (see list below).

Communication 147

Communication Meetings Publishing Decision-making 147

Hubspot Sales

JANUARY 11, 2021

While it's true that not everyone is a perfect fit for the sales profession, most people just need the right motivation and management to thrive. Because they're logical and detail-oriented, they're great "process people" and can excel as sales leaders and managers. Managing and Motivating Salespeople Based on Personality Type.

Management 135

Management Decision-making Sales Management Publishing 135

Upland

JANUARY 26, 2020

To stay on top of your lead pipeline and manage your sales, you will need to have a scheduled cadence in place. Publish your operational rhythm so that everyone is on the same page. And when the data comes in, publish and communicate your results with Salesforce reports, Upland Altify dashboards, and other third-party analytics tools.

Account Planning 195

Account Planning Publishing Shareholders Communication 195

Upland

AUGUST 29, 2023

In essence, the final decision is made on whether your product or solution meets their needs. Understanding these elements can help you tailor your products and messaging to meet the diverse needs of potential customers. They may seek a SaaS solution to streamline their inventory processes and supply chain.

Value Proposition 195

Value Proposition Decision-making e-Learning Supply Chain 195

Customer Think

APRIL 16, 2023

Content Management Systems (CMS) have become an essential part of digital business operations in recent years. A CMS enables businesses to create, manage, and publish digital content without requiring extensive technical knowledge or web development expertise.

Publishing 64

Publishing Digitalization Meetings Management 64

Insightly

APRIL 28, 2021

A marketing operations manager. A public relations manager. Dynamic marketing teams can use project management software to better collaborate and communicate, and, ultimately, ensure business success. . . How do you know if you need project management software? Yet, it’s no excuse for poor project or time management.

Management 84

Management Remote Working Onboarding Software 84

PandaDoc

APRIL 21, 2023

Before attempting to develop a key account management strategy, you must know how to identify these key accounts. Let’s examine what strategic account management is and the best ways to approach it. What is strategic account management? Key accounts are the 20% of accounts that generate 80% of your company revenue.

Key Account Management 52

Key Account Management Account Management Management Prioritization 52

Agile CRM

MARCH 8, 2022

First of all, let’s brief you about social media management if you are new to the field. . What is Social Media Management? Social media management is a strategy to handle business, influencer, or individual social media accounts on various social networking platforms to generate more views, leads, shares, and conversions.

Media 52

Media Management Artificial Intelligence Publishing 52

Hubspot Sales

JULY 6, 2020

Chances are, your organization grew out of this method of contact management quickly, and the tedious task of manually tracking contact data can be impacting your fundraising efforts. Spreadsheets can’t meet the needs of a growing organization. Best for: Overall contact management tool. HubSpot CRM. Price: Free. Image Source.

Software 92

Software Software Management CRM 92

Red Star Kim

NOVEMBER 9, 2023

Being easy to read, short and jargon-free The Strategy Book (FT Publishing, 2012) is a considerable achievement bearing in mind the subject matter. And another that a command-and-control approach often leads to out-of-date strategy and out-of-touch leaders (See Book review: The Management Shift by Vlatka Hlupic (kimtasso.com).

Strategic Thinking 147

Strategic Thinking Decision-making Innovation Facilitation 147

Envisio

NOVEMBER 1, 2023

Today, we are delighted to announce the launch of Envisio Projects – a suite of project management tools to help manage, deliver, and communicate Capital Improvement Plans (CIP). I like the reports’ simplicity for Project Managers. The tool we currently use for reporting is very tedious and defined.

Management 52

Management Government Stakeholders Decision-making 52

Agile CRM

DECEMBER 23, 2022

Best Learning Management Systems (LMS), which are software platforms or applications, is used for planning, delivering, and administering educational courses and training programs. Learning management systems were first developed as a result of technological developments and changing needs of instructors and students.

Management 52

Management e-Learning Artificial Intelligence CRM 52

Peter Simoons

APRIL 5, 2021

Managing an alliance is like managing an orchestra. It requires a lot of attention, and the alliance manager is the conductor who needs to assure that all the team members are in tune and playing from the same music sheet. However, in general, you want to avoid ad-hoc alliance management.

Communication 92

Communication Publishing Government Meetings 92

ClearPoint Strategy

MAY 13, 2021

Project management is a priority at nearly every organization today because of its effectiveness at setting proper expectations around what can be delivered, by when, and for how much money. Good project management helps teams do much more than deliver what’s been promised. Chapter 1: What Is Project Management? Click To Tweet.

Management 52

Management Software Software Construction 52

OnStrategyHQ

JUNE 18, 2021

Types of StrategySprint TM Meetings & Pro Tips. There are three types of meetings (and one optional meeting) used in StrategySprints TM , each accomplishes a specific task to keep your team focused and aligned. #1 These are the traditional annual planning meeting, with a twist. Publish them and commit.

Publishing 98

Publishing Meetings Performance Review Organization 98

Red Star Kim

NOVEMBER 2, 2023

The article What Today’s Rainmakers Do Differently (hbr.org) was published in Nov-Dec 2023. He drafts messages to his connections in those organizations and proposes that they meet to discuss the implications. Rainmaking best practice in professional services firms (Selling behaviours).

Client Relationships 130

Client Relationships CRM Financial Services Decision-making 130

Peter Simoons

NOVEMBER 28, 2021

An article on the January-February 2010 issue of Harvard Business Review entitled “Managing Alliances with the Balanced Scorecard,” written by Robert S. Norton, and Bjarne Rugelsjoen, extensively described how Quintiles and Solvay used the balance scorecard to manage their alliance. Kaplan, David P.

Publishing 98

Publishing Facilitation Meetings Management 98

Nutshell

APRIL 3, 2024

Startup management used to be complicated and time-consuming for companies wanting to scale. With features such as multiple project timeline views and the ability to tag others and comment on specific tasks, these tools can help unify your team to meet your startup goals. Download it today! GET THE TOOLKIT 4.

Software 71

Software Software CRM Communication 71