Strategic Planning and Management Insights

FEBRUARY 18, 2021

Virtual meetings have become a staple of the business world recently, and while there are many similarities between video conference calls and their face-to-face equivalents, hosting a get together via the web poses its own unique challenges.

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Meetings Organization 76

OnStrategyHQ

MAY 13, 2021

As expert planners, we’re often asked what the difference is between a strategy review meeting and the other types of meetings our clients commonly already hold. Here’s a quick breakdown: Meeting Type. Review the performance of the organization, decide critical issues affecting long-term success. 60 minutes.

Meetings 69

Meetings Brainstorming Software Software 69

Farland Group

DECEMBER 18, 2023

Organizations hold more than 3 billion meetings each year; with executives locked away in meeting rooms for more than 23 hours a week; and 90% of meeting attendees admit to daydreaming or doing other work during meetings. Why do we continue to spend time in meetings that are not productive?

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Meetings Facilitation Stakeholders Communication 40

ClearPoint Strategy

FEBRUARY 11, 2022

‘Hey, are you ready for our meeting?’ ’ This is the dreaded question we hear so many times a day, in a work culture filled with meetings. You want your meeting to be the one that people don’t dread. An Introduction To Strategy Review Meetings. Meeting Preparation. The Meeting.

Meetings 98

Meetings Decision-making Leadership Facilitation 98

Brooks Group

OCTOBER 2, 2023

Organizations sink huge amounts of time and money into this annual event aimed at aligning teams to boost sales performance in the upcoming year. Limit the SKO meeting to three days or less. Engagement levels drop, along with your ROI for the meeting. Keep the meeting short and impactful—ideally under three days.

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Meetings Sales Training Sales Leadership 52

Strategic Planning and Management Insights

MAY 2, 2023

Are you preparing for an upcoming strategy meeting? Whether you're organizing a virtual or in-person meeting and whether you prefer a DIY approach or professional assistance, we've got you covered. Discover the benefits of strategic planning facilitation in our comprehensive guide.

Facilitation 74

Facilitation Meetings Organization 74

Hubspot Sales

JANUARY 26, 2021

Well, one of the more prominent, effective ways to remedy those issues is known as a kickoff meeting. Enter the kickoff meeting. This meeting or call is a conversation with the major stakeholders to ensure that everyone is on the same page. What does it take to make sure a customer cooperates without curveballs or pitfalls?".

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Meetings Construction Publishing Stakeholders 127

OnStrategyHQ

MAY 22, 2021

In many organizations, strategic planning has a bad reputation because it’s so easy to step into one of the many planning pitfalls. To start with, holding effective meetings is tough. That’s why so many strategic planning meetings are unsuccessful. Neglecting to conduct any research before the meeting.

Meetings 98

Meetings Decision-making Facilitation Leadership 98

Whetstone

APRIL 5, 2023

The painful shift from in-person meetings to virtual ones has been a major adaptation for most businesses and organizations. While we’ve always understood that in-person meetings are beneficial, we’ve learned over the last few years that virtual meetings provide opportunities that we were previously unaware of.

Meetings 40

Meetings Account Management Stakeholders Key Account Management 40

Strategic Planning and Management Insights

DECEMBER 19, 2019

When it comes to strategic planning, every organization will go about scheduling their meetings in a different way. Regardless, having scheduled strategy progress and project management meetings will remain essential to fulfill your organizational goals and objectives.

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Meetings Organization Management 94

ClearPoint Strategy

JANUARY 9, 2024

Are your board meetings lacking strategic focus and organization?

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Meetings Management Organization 52

Planview

AUGUST 29, 2023

Today, organizations are constantly asked to “do more with less.” But most organizations lack basic resourcing capacity, and plans are often approved before resource capacity is evaluated, resulting in missed objectives and employee burnout due to overutilization. Organizations require an effective capacity planning strategy.

Meetings 52

Meetings Prioritization Facilitation Decision-making 52

Brooks Group

MARCH 6, 2024

Sales effectiveness also corresponds with the return your organization gets from its sales investment. But improving sales effectiveness is a complex task that few organizations do well. Most organizations track a few key performance indicators (KPIs) such as win rates, quota attainment, and revenue growth.

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Organization Account Management Sales Sales Training 84

ClearPoint Strategy

OCTOBER 4, 2021

When we started ClearPoint, we were determined: We were going to transform the way organizations manage strategy. Our software was built to fulfill that purpose for organizations small and large. They help organizations remove inefficiencies, shaving off anywhere from hours to days in our customers’ monthly strategy reporting process.

Meetings 52

Meetings Healthcare Customer Success Software 52

Customer Think

JULY 21, 2023

If you’ve organized your next customer advisory board (CAB) meeting, procured your event site, garnered about a dozen member RSVPs, and created and reviewed all materials and sessions in advance, congratulations! You are well on your way to holding an outstanding, insightful meeting.

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Meetings Procurement Organization 52

Sales Readiness Group

DECEMBER 2, 2021

"Yes, but I need to meet with the real decision-maker". Getting access higher in the organization can certainly be challenging, but insinuating that the person you’re talking with isn't empowered or important enough for your presentation isn't a great way to build trust and rapport. You need another approach.

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Meetings Organization Sales 62

Hubspot Sales

APRIL 6, 2020

Organizing meetings, making phone calls, sending emails, and attending conferences — a lot goes into relationship-building, no matter your industry. So, with that data collected in mind, we've compiled some popular follow-up email subject lines to use after your next networking event, meeting, or conference.

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Meetings e-Learning CRM Organization 116

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.

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Meetings Sales Decision-making Publishing 97

OnStrategyHQ

AUGUST 4, 2023

This approach ensures that the organization remains committed to its original objectives and strives for continuous improvement. This allows organizations to be prepared for unforeseen circumstances and adapt their plans accordingly. Environmental changes can impact an organization’s ability to meet its annual targets.

Meetings 52

Meetings Decision-making Leadership Organization 52

Sales Readiness Group

JANUARY 21, 2021

In this environment, sales reps need to ensure they are perceived as being relevant and bringing fresh insights to the valuable meeting once they get it. Here are four simple steps – also known as the RAMP method – that can help you sell higher in the organization.

Meetings 71

Meetings Organization Sales 71

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.

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Meetings Sales Sales Management Management 97

Planview

MARCH 7, 2023

As a Regional Sales Manager, what type of meetings do you prepare for? In speaking with executive leaders and their teams, we get exposure to every facet of some of the world’s largest organizations. Who do you typically collaborate in with?

Sales Management 52

Sales Management Meetings Management Sales 52

Hubspot Sales

NOVEMBER 27, 2023

Broader economic circumstances might shift, there could be a change in buyer behavior within your market, other departments within your organization might compromise overall company performance, or something else could go awry to put you in a difficult position.

Meetings 103

Meetings Banking Sales Prioritization 103

SuperOffice

JANUARY 19, 2022

Types of customer meetings. Along with a sequence of emails, companies with long sales cycles arrange three meetings before the conversion happens: Discovery meeting. This is your first meeting with a warm, qualified lead that’s held with the goal of understanding the specific needs of a prospect. Follow-up meeting.

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Meetings CRM Decision-making Sales 63

Luminas Strategy

AUGUST 6, 2023

Because of today’s unpredictable economy and rapidly changing business landscape, B2B companies are facing headwinds, challenged to identify strategies that will result in sustainable organic growth. Creating a Customer-Centric Culture To drive sustainable organic growth, a customer-centric mindset must permeate the entire organization.

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Organization B2B Value Proposition Prioritization 52

Planview

APRIL 20, 2023

We’re becoming more organized to reach out to non-profits locally and in other parts of the world. I’ve volunteered as an elementary school mentor, helped Alzheimer’s patients, worked with Habitat for Humanity, and currently serve on the board of a non-profit called Partnership for Children.  What sort of impact has this initiative had?

Meetings 98

Meetings Profitability Banking Software 98

RAIN Group

OCTOBER 17, 2018

Word of mouth, repeat business and referrals used to be enough to maintain a thriving sales organization. That means sellers need to be proactive in growing their pipelines and securing meetings with buyers. But today, buyers have more options than ever before, they're more educated, and the phone doesn't ring like it used to.

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Meetings Organization Sales 92

Hubspot Sales

MARCH 12, 2018

There’s nothing more exciting or terrifying than a sales meeting. Ultimately, the goal of every sales meeting is to close the deal or move it toward that result. It works under any circumstance -- regardless of your industry or product -- and it’s a personal sales meeting agenda. What is a sales meeting agenda?

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Meetings Sales Decision-making Manufacturing 102

Zendesk

JUNE 5, 2023

Key takeaways: Zendesk messaging is HIPAA-enabled, meaning healthcare organizations can manage their conversations at scale. Messaging allows healthcare organizations to do things like schedule appointments, send reminders, and provide virtual care while protecting patient data. Healthcare organizations want to embrace this evolution.

Healthcare 91

Healthcare Organization Insurance Digitalization 91

Hubspot Sales

OCTOBER 2, 2018

Every industry relies on business meetings to get things done. That’s because even when the meeting is necessary and productive, your team members have about a million other things they need to accomplish. Their to-do lists don’t disappear simply because you scheduled a mandatory meeting. 37% of meetings start late.

Meetings 92

Meetings Digitalization Stakeholders Sales 92

CSSP

NOVEMBER 8, 2019

Focus of Strategic Planning Meetings. During a few strategic planning meetings in the last couple of years, I’ve noticed something that probably won’t surprise you: I started to get annoyed that we were spending too much time on things that weren’t important. Remember that you are doing STRATEGIC planning. First, “What do we do?”

Meetings 85

Meetings Decision-making Marketing Organization 85

SalesGlobe

AUGUST 30, 2023

The modern sales organization is a hybrid one. Meeting buyers where they are is a three-way street that includes where they work, how they want to engage and what mode of constantly changing technology they use to make purchase decisions. These factors are making a hybrid sales organization ubiquitous. That’s a lot of change.

Organization 52

Organization Sales B2C Decision-making 52

Hubspot Sales

OCTOBER 12, 2017

Most salespeople are thrilled to land a meeting with a C-level executive. C-level sales involves meeting directly with executives at a prospect's company. It also means you have less time (sometimes just one meeting) to make your case. We’ve outlined the top six tips every rep should know about meeting with the C-suite.

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Meetings Decision-making Suppliers Stakeholders 104

Hubspot Sales

DECEMBER 31, 2019

These contacts led to 11 meetings (I'm talking whales) with some of the largest eCommerce players in the world -- and a grand total of $2.13 Sales cadences vary greatly between individuals, teams, and organizations. How I Used a Sales Cadence to Land Meetings with 11 of the Largest eCommerce Players in the World. Negative: 10.

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eCommerce Meetings Sales Media 104