Planview

MAY 22, 2024

We’re excited to announce four Vision Award winners at this year’s Planview Accelerate conference – a recognition given to just a handful of organizations each year. This post highlights their stories and how you can use their insights at your own organization. The organization serves 4.9

Banking 59

Banking Digital Transformation Onboarding Construction 59

Sales Outcomes

APRIL 11, 2022

Getting new salespeople to generate revenue faster is a trait that Best-in-Class organizations have mastered. The first six to eight weeks after a salesperson is hired is critical to their retention, performance, and long-term success, so the onboarding process must be robust. Reduce Onboarding Time.

Onboarding 52

Onboarding Profitability B2B Organization 52

ACT

FEBRUARY 28, 2024

Customer-centric organizations put customers at the heart of everything they do. It’s in sharp contrast to the traditional approach of prioritizing revenue and profits and treating customers as numbers in sales reports. Still, high revenue and profits shouldn’t be the only reason to prioritise customer-centricity.

Artificial Intelligence 52

Artificial Intelligence Customer Experience Onboarding Profitability 52

Arpedio

MARCH 5, 2024

In this comprehensive guide, we’ll delve into the world of account management solutions, exploring what they entail, why they matter, and how they can benefit your organization. Furthermore, effective account management is crucial for driving growth and profitability. What are Account Management Solutions?

Account Management 52

Account Management Management Client Relationships Facilitation 52

Zendesk

MARCH 7, 2024

On the other, there’s a profitable balance sheet. Leaning too far in one direction compromises the other, so organizations must find balance to get across to safety. Benefits of workforce optimization Workforce optimization brings a host of benefits to an organization. That balance is workforce optimization.

Prioritization 52

Prioritization Profitability Customer Experience Decision-making 52

PandaDoc

APRIL 17, 2024

Contractor management software is a tool that helps organizations streamline and automate the processes related to hiring, onboarding, monitoring, and evaluating external contractors and vendors. CMS is a system that can assist with the hiring and onboarding of contractors. This is vital when bidding for government contracts.

Software 52

Software Software Management Construction 52

PandaDoc

APRIL 17, 2024

Contractor management software is a tool that helps organizations streamline and automate the processes related to hiring, onboarding, monitoring, and evaluating external contractors and vendors. CMS is a system that can assist with the hiring and onboarding of contractors. This is vital when bidding for government contracts.

Software 52

Software Software Management Construction 52

Arpedio

FEBRUARY 23, 2024

In today’s fast-paced and ever-evolving business landscape, organizations face a myriad of challenges when it comes to driving revenue growth and maximizing profitability. Revenue Operations (RevOps) is a strategic approach that aims to streamline and optimize the entire revenue generation process within an organization.

Acquisition 52

Acquisition Facilitation Artificial Intelligence Decision-making 52

Insightly

SEPTEMBER 27, 2023

Structured approach to onboarding and training elevates user adoption To effectively implement a CRM at a small , midsize company or even an enterprise -sized company, one must possess a unique blend of skills and knowledge, ranging from sales pipelines to database management and third-party integrations. Why is CRM important?

CRM 52

CRM Onboarding Brainstorming Software 52

Insightly

SEPTEMBER 27, 2023

Structured approach to onboarding and training elevates user adoption To effectively implement a CRM at a small , midsize company or even an enterprise -sized company, one must possess a unique blend of skills and knowledge, ranging from sales pipelines to database management and third-party integrations. Why is CRM important?

CRM 52

CRM Onboarding Brainstorming Software 52

SmartKarrot

OCTOBER 11, 2023

When it comes to customer onboarding , time and consistency is of high importance. Hence, optimizing customer onboarding is imperative, and playbooks assist in optimizing the process by bringing in consistency, predictability and trackability. An onboarding playbook is designed to ensure customers realize value swiftly and effectively.

Onboarding 10

Onboarding Decision-making Customer Success Customer Experience 10

Brooks Group

JUNE 26, 2023

Every organization offers distinct products and/or services, has a specific go-to-market (GTM) strategy, and faces different competitors. The best sales training and development programs are tailored to the unique needs of your organization and sales force. Sales training begins with the assessment and onboarding of new hires.

Sales Training 52

Sales Training Sales Onboarding Profitability 52

Hubspot Sales

NOVEMBER 18, 2020

Inclusive organizations report 28% higher revenue, 2x net income, and 30% better economic performance on profit margin. The top challenges of virtual sales organizations are getting the buyer’s attention, keeping the buyer engaged, and changing the buyer’s point of view on how to solve a problem. Sales Performance. In the U.S.,

Sales Leadership 142

Sales Leadership Leadership B2B Sales 142

Nutshell

MARCH 19, 2024

As the backbone of any business, the sales team needs to be efficient to meet targets and ensure the company remains profitable. Faster onboarding: After building more efficient and effective processes, you’ll have a fine-tuned prospecting, qualifying, and lead nurturing system that makes it easy for new recruits to get up to speed.

CRM 71

CRM Sales Software Software 71

Account Manager Tips

AUGUST 14, 2022

Understand relationship management strategies and best practices to win and retain profitable customers. And to work faster, be more efficient and make clients more profitable. Improving profit by growing revenue and increasing margin on your key accounts. Related courses: Customer Relationship Management.

Key Account Management 246

Key Account Management Account Management Emotional Intelligence Management 246

Zendesk

FEBRUARY 29, 2024

If your organization is experiencing high revenue churn, you need to understand why. Customer churn rate is the percentage of customers who stop doing business with an organization over time. This metric can offer insight into how well an organization can retain its customers.

Artificial Intelligence 52

Artificial Intelligence Customer Experience Acquisition Onboarding 52

Insightly

FEBRUARY 22, 2024

This should be fairly straightforward—how quick is the learning curve to onboard new users to the product or platform? A user-friendly interface and intuitive navigation simplify the onboarding process. It is important because nearly all users and SaaS buyers cite “ease of use” as one of the top requirements for software they purchase.

CRM 52

CRM Decision-making Onboarding Manufacturing 52

Insightly

JULY 23, 2023

Customer success is working with a customer to ensure they get both initial and long term value from the product or service you are selling by performing onboarding activities and periodic check-ins over time. This is particularly concerning due to profitability metrics. This can also be called customer support.

Customer Success 52

Customer Success Customer Experience B2B Onboarding 52

Red Star Kim

MARCH 16, 2023

For example, some partnerships have a single profit pool and partners are rewarded on a lock-step basis (broadly this means that their rewards are linked to their length of time as a partner). The answer depends on the nature of the partnership model. This would engender a “one firm” approach where clients are considered owned by the firm.

Key Account Management 130

Key Account Management Onboarding Communication e-Learning 130

DemandFarm

JUNE 1, 2024

RevOps, or Revenue Operations, aims to break down silos between departments so that all teams can collaborate effectively to remove barriers to profitability. In simpler terms, RevOps helps your teams work together more efficiently, providing a better, more profitable service to your clients.

Finance 40

Finance Sales Decision-making CRM 40

Arpedio

MARCH 6, 2024

Effective account management not only strengthens client satisfaction and loyalty but also enhances the overall reputation and profitability of the organization. Role of account managers in fostering client relationships Account managers serve as the primary point of contact between the organization and its clients.

Account Management 52

Account Management Management Client Relationships Communication 52

Hubspot Sales

OCTOBER 1, 2021

But here's the truth about CRMs : they really should help your business perform better, serve your customers in the best way possible, and bring in more profit. It's easier for your business to turn a profit. Small businesses and large enterprises have different needs and requirements, as do law firms, startups, and non-profits.

CRM 94

CRM Profitability Software Software 94

Insightly

FEBRUARY 2, 2022

That said, these metrics surface at the top for nearly all organizations. Consider guiding, tracking, and displaying your new user’s progress through the onboarding process. Prioritize addressing bugs and glitches that emerge during onboarding steps. First-week engagement. Offer fast page load speeds. User Activity. Stickiness.

Onboarding 105

Onboarding Customer Experience eCommerce Prioritization 105

Zendesk

MARCH 18, 2024

Core values are really the beliefs of the organization or, more specifically, the people who comprise the organization. If employees ever question what they should do or question if what they’re planning to do is aligned with the organization’s expectations, they can refer back to these values.

Customer Experience 52

Customer Experience Communication Decision-making Organization 52

Insightly

FEBRUARY 2, 2022

That said, these metrics surface at the top for nearly all organizations. Consider guiding, tracking, and displaying your new user’s progress through the onboarding process. Prioritize addressing bugs and glitches that emerge during onboarding steps. First-week engagement. Offer fast page load speeds. User Activity. Stickiness.

Onboarding 96

Onboarding Customer Experience eCommerce Prioritization 96

SmartKarrot

APRIL 22, 2021

A proactive approach with CS teams will help customers understand how your organization can add value. Effective CS management can work as a profit center and not a leakage or cost lines. Let us first understand the base behind this cost center vs profit center. Cost center vs Profit center. Have Profitable Offerings.

Profitability 10

Profitability Customer Success Onboarding Customer Knowledge 10

Zendesk

JANUARY 10, 2024

Head count Head count is the total number of employees within an organization. By aligning head count with business goals and market demands, organizations can determine if they have the right number of employees at the right time. You can evaluate this on an individual, departmental, or organization-wide basis.

Management 52

Management Decision-making Onboarding Organization 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. In today’s digital world, understanding your customer base is more crucial than ever.

Management 52

Management Digital Transformation e-Learning Acquisition 52

Insightly

JANUARY 19, 2022

Integrations add functionality to CRMs and build a reliable source of truth you can count on to make decisions across your entire organization by connecting every single application you use to run your business. It can take a considerable amount of time to hire someone, and you want to get them onboarded and productive as fast as possible.

CRM 104

CRM Prioritization Decision-making Onboarding 104

Brooks Group

MARCH 27, 2023

Sales Forecasting Sales operations managers are able to anticipate potential profits and assess needs and objectives by reviewing and analyzing historical data and performance trends. Training Sales operation leaders are responsible for educating new hires and existing staff members to create profitable sales representatives.

Sales 52

Sales Advertising Sales Training Profitability 52

Mercuri International

MARCH 30, 2023

A 2022 study by the UK’s Chartered Institute of Personnel and Development found that work stress is increasingly one of the main causes of absence, both short and long term, severely impacting business profitability. HR’s role is complex.

Remote Working 52

Remote Working Construction Onboarding Profitability 52

Hubspot Sales

SEPTEMBER 6, 2023

We had to keep hiring more people, but we weren‘t getting the most out of the people we had, so we were basically throwing away profit by not optimizing productivity. You can be sure the team was excited to start closing deals and getting recognized across the organization! It was unscalable.

Sales 110

Sales Onboarding Prioritization Profitability 110

Apptivo

JUNE 6, 2022

Both ERP and CRM help increase an organization’s profitability. Where they differ is in their approach to increasing profitability. It helps manage inventory and organize warehouses and alerts when space is running out or items need to be restocked. Managing financial aspects of the organization. Order tracking.

CRM 52

CRM Supply Chain Procurement Profitability 52

ACT

SEPTEMBER 19, 2023

When you grow your team, acquire new assets, or invest in better tools and systems, you can face business challenges like reduced profitability, employee demotivation, and inefficient customer support. On the other hand, Tesla is an excellent example of a company that has not only grown over the last decade but also maintained profitability.

Business Growth 52

Business Growth Management Small Business CRM 52

Insightly

JANUARY 2, 2024

Simply divide your net profit by the total investment, multiply by 100, and you have your number: ROI = net profit / total investment * 100 But estimating ROI for a business system—such as a Customer Relationship Management system (CRM) —is not as straightforward as a one-time advertising campaign.

CRM 52

CRM Co-Creation Onboarding Decision-making 52

Nutshell

AUGUST 21, 2020

For example, let’s say your SaaS product helps NGOs (Non-Governmental Organizations) oversee their workflow and identify ways to improve productivity. Related: How to Build a Profitable SaaS Marketing Funnel. 360 Learning is a digital learning platform that focuses on peer learning to help companies onboard and train their employees.

Marketing 142

Marketing Onboarding Media B2C 142

SmartKarrot

NOVEMBER 14, 2022

The decisions your business makes during the account onboarding process can be crucial for determining the future success of an account. Account onboarding can help your business address customer queries and concerns related to the value your products and services can provide them.

Onboarding 10

Onboarding Customer Success Stakeholders Decision-making 10