ClearPoint Strategy

SEPTEMBER 17, 2021

If you’ve landed here, you probably already know the vital role that key performance indicators, or KPIs, play in meeting your company’s strategic goals. KPI software has a supporting—yet still significant—role in that it gives you the ability to manage, visualize, and analyze the KPI data you collect. 7 Top KPI Software Solutions.

Software 52

Software Software Government Healthcare 52

Upland

NOVEMBER 28, 2021

New software? Typically, these programs are powered by a robust software solution designed to meet all stakeholders’ reference needs—from Marketing and Customer Success to frontline sellers and everyone in between—and require at least one dedicated Advocacy Manager to keep everything running smoothly.

Sales 195

Sales B2B Software Software 195

Help Scout

JUNE 3, 2021

Take, for example, buying support software. In this article, we show a realistic view of what you can expect when purchasing support software, plus some tips on how to best approach the process to make it as painless as possible. It’s important that any new tool you invest in fits well with your current software stack.

Software 105

Software Software Decision-making Small Business 105

Planview

JULY 28, 2022

Successful software implementation requires more than buying new software and training people how to use it. As a result, many fail to maximize the return on their investment in the software. 3 Stages of Successful Software Implementation. Implementation.

Software 52

Software Software Government Organization 52

Upland

MARCH 29, 2023

Gone were the face to face office meetings and networking at industry events, and in their place were hour-long zoom calls with sellers wearing hoodies. Now, however, things have changed. Sales professionals can build stronger relationships with key stakeholders by assessing their relationships and relationship gaps.

CRM 195

CRM Management Stakeholders Decision-making 195

Planview

JANUARY 27, 2022

Today we’re going to look at how a global biotech company used biotech project management software to drive greater business value. Drive innovation and meet customer expectations. The company first developed an effective portfolio management framework before they invested in biotech project management software.

Software 52

Software Software Management Government 52

Arpedio

MARCH 27, 2023

Sales Pipeline Management Software – Manage Your Opportunities With Ease ← Back to blog Sales pipeline management is an effective tool for converting leads into sales. Research by Vantage Point Performance revealed that 72% of sales managers hold sales pipeline review meetings with their sales reps several times per month.

Software 52

Software Software Management Sales 52

Arpedio

MARCH 27, 2023

Sales Pipeline Management Software – Manage Your Opportunities With Ease ← Back to blog Sales pipeline management is an effective tool for converting leads into sales. Research by Vantage Point Performance revealed that 72% of sales managers hold sales pipeline review meetings with their sales reps several times per month.

Software 52

Software Software Management Sales 52

Envisio

JUNE 28, 2023

When done correctly, it turns today’s vision into tomorrow’s reality–but in order to meet the goals in the plan efficiently, these organizations need a management reporting system that helps them implement their plan. In this way, a good management reporting software is the foundation for successful strategy execution.

Management 92

Management Government Stakeholders Decision-making 92

Red Star Kim

NOVEMBER 13, 2023

It was good to meet the private client lawyers – some recently promoted to head of department – for a workshop on “ Managing and growing your private client practice” earlier this month. One delegate’s firm had recently merged and integration was a priority. Two tools were provided to assist with this. The need to include purpose (i.e.

Business Planning 147

Business Planning Emotional Intelligence Marketing Management 147

Planview

MARCH 28, 2024

The traditional paradigms of automotive manufacturing are evolving, driven by the imperative to integrate cutting-edge software solutions seamlessly with hardware production. This divergence between software and hardware cycles poses significant challenges, particularly for OEMs typically focused on manufacturing.

Manufacturing 59

Manufacturing Suppliers Software Software 59

PandaDoc

MARCH 4, 2024

A virtual data room , or VDR, is a secure, online space acting as a repository of a company’s documentation, and serves as a virtual hub where company users share real-time information with other investors, clients or stakeholders when executing investment banking deals. can be completed virtually via an online data repository.

Banking 52

Banking Investors Acquisition Stakeholders 52

Hubspot Sales

APRIL 5, 2023

Table of Contents Sales Career and Salary Stats The Buyer’s Journey Lead Generation Stats Sales Software Stats Sales Careers and Salary Stats Practically every business in every industry needs salespeople. Outside sales representative positions include some travel time to meet with buyers and pitch products.

Software 118

Software Software Sales Meetings 118

PandaDoc

MARCH 1, 2024

These documents are private and must be kept in a safe place for the duration of the deal, while still allowing appropriate access to all stakeholders involved in the transaction. This level of organizing docs ensures that stakeholders can easily find them in the system. A virtual data room (VDR) solves this problem.

Acquisition 52

Acquisition Stakeholders Government Software 52

PandaDoc

APRIL 8, 2024

This is done by forming a team of stakeholders and decision-makers, establishing approval workflows, and effectively integrating automation tools. Deal desk stakeholders and their roles are clearly defined, streamlining approval workflow. A deal desk introduces a new approach to managing deals. Let’s get to it!

Negotiation 52

Negotiation Sales Stakeholders Digitalization 52

Planview

OCTOBER 10, 2021

Key functions and benefits of the plan include: Establishing a centralized standardized reference that all stakeholders can consult throughout the project to streamline communications, and reduce or avoid confusion and conflict. Creating realistic expectations among stakeholders regarding when and how communications will be handled (e.g.

Communication 52

Communication Management Stakeholders Software 52

Envisio

DECEMBER 19, 2023

But identifying your strategic priorities, and aligning your leadership and key stakeholders behind them, is just the beginning. When you know exactly what you’re working toward, and have a feasible action plan in place to reach your goal, it instills confidence and a sense of purpose in your teammates and the stakeholders.

Stakeholders 98

Stakeholders Construction Government Organization 98

Hubspot Sales

SEPTEMBER 21, 2020

Enterprise sales also involve multiple stakeholders, and the salesperson is typically in conversation with numerous people before deals are closed. Overall, a complex sale is marked by three key elements: higher perceived risk resulting from higher price points, a longer sales cycle (6+ months), and multiple stakeholders.

Stakeholders 127

Stakeholders Insurance Decision-making Finance 127

PandaDoc

MARCH 22, 2024

Key takeaways VDRs used for due diligence provide safe storage of private documentation and ensure secure data sharing between internal and external stakeholders. Just like workflow management automation software helps you improve collaboration and automate tedious tasks, a virtual data room solution streamlines document handling.

Computers and Electronics 52

Computers and Electronics e-Learning Facilitation Software 52

Hubspot Sales

JANUARY 5, 2023

The software buyer's journey has shifted dramatically over the past few years. As G2's Director of SMBs, Mike Buscemi , puts it: "Software buyers today act like B2C consumers because they have so many options. There are hundreds of thousands of software vendors out there, and over 115,000 on G2. Let's dive in.

Stakeholders 109

Stakeholders Software Software Decision-making 109

Account Manager Tips

NOVEMBER 16, 2022

Use meeting scheduling apps 7. Create recurring milestone meetings 11. Share the load You don't have to be the only one in your organization communicating with key stakeholders. Use meeting scheduling apps Meeting scheduling software enhances client communication by automating the appointment booking process.

Key Account Management 130

Key Account Management Account Management Procurement Communication 130

ProlifIQ

MARCH 30, 2023

The account planning process includes assessing an account’s business needs, goals, and structure and making sure your product or service delivery and value meet and exceed the expectations of your key accounts. Key account planning drives the sales and support teams to document the stakeholders you will be working with.

Account Planning 98

Account Planning Key Account Management Account Management Stakeholders 98

ClearPoint Strategy

JULY 28, 2021

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. Creating productive relationships with external stakeholders. Strategy Maps In Balanced Scorecard Software. What are the four perspectives in a strategy map? Click To Tweet.

Value Proposition 98

Value Proposition Software Software Government 98

AchieveIt

JANUARY 2, 2024

This training covers both software utilization and strategy execution best practices. The on-site training sessions include a practical application by incorporating the organization’s actual strategic plan into the software. This is a stark contrast to typical software rollouts that are known for taking anywhere up to a year.

Organization 52

Organization Government Onboarding Transportation 52

DemandFarm

NOVEMBER 3, 2023

An efficient relationship mapping software platform will capture and extract information about all your contacts, analyze it, and share intelligent insights to manage those business relations. It goes beyond traditional customer relationship management software and interprets disparate data to enable better business decisions.

Management 52

Management Artificial Intelligence Stakeholders Decision-making 52

Hubspot Sales

NOVEMBER 22, 2023

This is where Customer Relationship Management (CRM) software comes into play. Meeting Scheduling: Eliminate the back-and-forth email exchanges by offering prospects the ability to schedule meetings directly from your calendar, reducing friction in the sales process.

CRM 98

CRM Decision-making Sales B2C 98

Planview

SEPTEMBER 9, 2021

Each company is a trailblazer in evolving PPM to meet stakeholder needs and achieve strategic objectives. Both companies sought to streamline data and reporting while empowering their stakeholders, using a centralized enterprise PPM solution. How do you prove the value of the PPM software? This gave them skin in the game.

Finance 98

Finance Stakeholders Decision-making Acquisition 98

Hubspot Sales

NOVEMBER 18, 2020

Sales leaders ranked video conferencing software as the most important tool for their teams, followed by their CRM. 63% of sales leaders believe virtual meetings are as effective as in-person meetings. For B2B sales teams, the number of stakeholders and decision makers involved in the buying process is a notable obstacle.

Sales Leadership 142

Sales Leadership Leadership B2B Sales 142

AchieveIt

OCTOBER 31, 2023

Communicating your strategy’s performance to external stakeholders is crucial for organizations that operate in the public sphere, like government bodies, nonprofit organizations, and public health establishments. This ensures that the stakeholders, much like a driver, receive the key insights that are relevant or important to them.

Stakeholders 52

Stakeholders Government Decision-making Communication 52

Hubspot Sales

AUGUST 14, 2023

You have poor nonverbal communication when meeting. You're too passive when setting meetings with prospects. So when you’re setting a meeting, be willing to be assertive. For instance, don‘t over-thank them for accepting a meeting or ’“making time to meet”. You're too passive during meetings with prospects.

Negotiation 124

Negotiation Value Proposition Meetings Procurement 124

Planview

MAY 3, 2023

Key Transformation Challenges Picture this: You’re in a meeting to address challenges across the PMO and certain issues keep being raised. Balancing Strategic Priorities Blumhorst and Derbyshire often meet with clients who focus on the present, without considering future value points and outcomes.

Digital Transformation 52

Digital Transformation Future of Work Decision-making Stakeholders 52

ProlifIQ

FEBRUARY 23, 2023

This will give you insight into the other players you’ll want to connect with and primes them to understand your solution affects multiple functions/stakeholders. This puts you in a position to bring a distinct POV to those stakeholders you just uncovered. Should we invite Nancy to our next meeting to cover that?”

Stakeholders 52

Stakeholders Account Planning Decision-making Facilitation 52

Hubspot Sales

DECEMBER 14, 2020

They work with salespeople to ensure they have the information and tools they need to succeed and execute a successful sales transformation that meets intended end goals. As a sales leader, you’d work with your sales teams to revamp their current operations and give them the means to meet these overall goals.

Sales 144

Sales Software Software Meetings 144

Customer Think

DECEMBER 4, 2022

One way to make any department or stakeholder relevant is to convert it into a value center. They are not properly empowered with the right software, information or tools to solve customer problems. If they cannot solve the customers problems, the call center software will be changed. I recently wrote about Customer Relevance.

Suppliers 76

Suppliers Government Profitability Procurement 76

DemandFarm

MARCH 31, 2023

I didn’t want to add to the tech stack and have other random bits of software outside of that,” – Andrew Collings. The leadership team plays a big role in creating an impression that as a business it is vital to understand all the stakeholders in the buying process. Have you understood all the stakeholders involved?

Key Account Management 52

Key Account Management Account Management Digitalization Management 52

CMOE

MAY 4, 2023

The accepted conventions of project management—from methodologies to practices and strategies to software—are there to ensure organizational effectiveness, a concept that measures how efficiently an organization achieves its business goals. It helps you take control of the project and meet its deadlines.

Management 52

Management Stakeholders Communication e-Learning 52

Hubspot Sales

MARCH 15, 2021

Research shows involving more stakeholders in an RFP is actually better: Top performers include an average of 10 contributors in every proposal. Most teams involve these stakeholders as a minimum. Three Steps to Get RFP Contributors on Board: Start with a kickoff meeting involving all stakeholders.

Stakeholders 119

Stakeholders Software Software Organization 119