Account Management Skills

MAY 22, 2023

In this episode, I chat to Mike Lander, CEO of Piscari, a former procurement director who now assists sales teams in negotiating with procurement departments. We also dive into a five-step framework to help you negotiate more effectively and shed light on some questionable tactics employed by less experienced procurement professionals.

Procurement 52

Procurement Negotiation Supply Chain Insurance 52

SalesGlobe

SEPTEMBER 12, 2023

Setting aspirational goals for the account over the next three to five years to change and expand the way the team thinks and how the customer thinks about your organization. To change the customer’s paradigm and how they regard your organization. Thinking Bigger and Changing the Paradigm. Creating a Goal Build and Pursuit Pipeline.

Account Planning 52

Account Planning Procurement Decision-making Manufacturing 52

Zendesk

MARCH 15, 2021

As we enter year two of “life after coronavirus,” procuring proper personal protective equipment (PPE) can be just as difficult as it was in the early days of the pandemic. As an organization, Project N95 has come a long way in a short time. That’s where Project N95 comes in. At that time, there was no PPE to be found.

Supply Chain 98

Supply Chain Healthcare Suppliers Procurement 98

Brooks Group

MARCH 28, 2024

Senior leaders control budgets, set strategy, and have the authority to champion major initiatives across the organization. C-level roles can vary depending on the size and structure of the organization. There may be competing interests, priorities, and politics within the prospect’s organization. You face internal competition.

Decision-making 70

Decision-making Logistics Supply Chain Suppliers 70

Sales Management Matters

JULY 8, 2019

For this article’s purposes, we will define revenue as total sales volume or price and margin as the total profit from the sale (revenue minus cost of sale). Delivery of revenue growth without margin will not help the company achieve its forecasted profit objectives. What type of “margin” is being measured?

Profitability 69

Profitability Supply Chain Finance Sales 69

Account Manager Tips

JUNE 29, 2021

Capture Strategy Tips A capture strategy identifies how to position organizations as the supplier of choice and convince clients to renew without considering alternatives. Shareholders and board/directors value growth, costs, profit and cashflow. Your client's procurement team is involved 3 to 6 months before the end of the contract.

Suppliers 246

Suppliers Shareholders Stakeholders Decision-making 246

Strategic Communications

NOVEMBER 11, 2021

There is often tension between marketing and sales in many organizations. Shouldn’t these two functions be closely aligned to most effectively achieve the revenue and ROI goals of the organization? As a result, it’s critical to get support from the most upper levels of your organization,” Feinberg says.

Marketing 52

Marketing Co-Creation e-Learning Sales 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. This is vital in an increasingly digital world as it makes it easier to organize and review necessary documentation.

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. This is vital in an increasingly digital world as it makes it easier to organize and review necessary documentation.

Software 52

Software Software Management Construction 52

SmartKarrot

AUGUST 29, 2022

Role: Senior Customer Success Manager Location: Boston, MA, US Organization: LeanIX As a Senior Customer Success Manager, you will be responsible for the retention of customer accounts by ensuring continuous communication and relentless support and guidance. Ensure a successful and robust onboarding experience for all new customers.

Customer Success 19

Customer Success Procurement Onboarding Government 19

Hubspot Sales

DECEMBER 12, 2019

They possess knowledge so valuable that someone else — an individual, department, or entire organization — is willing to pay for it. Not all management consultants are the same — some follow a generalist approach and assess each organization as a whole, and some specialize in more specific departments or fields, such as the four below.

Healthcare 114

Healthcare Supply Chain Software Software 114

SmartKarrot

OCTOBER 21, 2021

Role: Director, Customer Success Location: Remote, United States Organization: FloQast As a Director of Customer Success, you will ensure the CS organization enables customers to reach desired outcomes while providing a great customer experience. High level of attention to detail, proficient in data analysis, and highly organized.

Customer Success 19

Customer Success Procurement Account Management Digitalization 19

SBI Growth

NOVEMBER 1, 2012

They want the ability to easily procure a solution that solves their problem. Each person in your organization has expertise and knowledge that can be leveraged. Do they pitching your most profitable product to make commissions? Misalignment between the buying process and sales process will diminish win rates.

Procurement 107

Procurement Suppliers Internet Profitability 107

Zendesk

MARCH 21, 2022

Every executive in the world spends part of their day wondering how to make their products and services stand out while still turning a profit. Ideally, companies can use the value chain model to create a competitive advantage by widening their profit margin—more efficiency, fewer costs. In this piece, we cover: Value chain definition.

Supply Chain 98

Supply Chain Logistics Suppliers Procurement 98

Hubspot Sales

MARCH 9, 2022

Microlending involves lending small amounts, usually less than $50,000, to financially challenged individuals or organizations that are unable to obtain conventional loans from banks or credit unions. Unlike traditional financing methods, profiting from interest and fees isn’t usually what microlenders are looking to gain from their loans.

Finance 99

Finance Small Business Banking Investors 99

Apptivo

JUNE 20, 2022

Accepting projects and completing them within the specified time and budget are the most important factors that determine the success of an organization. There is a fine line between allocating too little that can lead to low quality deliverables and spending too much to have the return of investment and profitability.

Management 52

Management Procurement Stakeholders Decision-making 52

Account Management Skills

AUGUST 24, 2021

And a big customer is anyone who fits in that sort of 80/20 rule, you know, the small number of customers that make up a lot of your revenue and a lot of profits. So you’ve got to look at revenue, you got to look at profitability, gross margin per account as well and figure out what’s there. Do we have plans in place?

Account Management 98

Account Management Management Account Planning Co-Creation 98

Zendesk

MAY 19, 2021

Panelists indicated that the best way for this to happen is for companies to become very open about hiring people with disabilities, engaging people with disabilities to ferret out barriers to inclusivity in the organization, and working on solutions to help them do their jobs as part of an inclusivity strategy.

Construction 98

Construction Procurement Leadership Innovation 98

SuperOffice

DECEMBER 21, 2021

Today, CRM technology is confidently becoming a must for various businesses, with 91% of organizations that employ more than 10 people using CRM systems ! In fact, 90% of leading marketers agree that personalization contributes to business profitability significantly. CRM for Construction. Improved customer relationships.

Construction 75

Construction Manufacturing CRM Supply Chain 75

Agile CRM

NOVEMBER 1, 2021

They help organizations streamline workflows, manage resources and information, and provide fast, accurate insight into the data that drives their business. Business process management tools can help increase the operational efficiency and profitability of a business. What Are the Benefits of Using Business Process Management Tools?

Management 52

Management Procurement Software Software 52

DemandFarm

AUGUST 31, 2023

Organizations have had to leverage technology to keep up with demand and manage operations. Forbes reported that customer-centric companies enjoy a profitability rate 60% higher than their counterparts. Acting as an accelerator, it helps sales personnel swiftly gain insights. You must speak directly to their challenges and ambitions.

Digitalization 52

Digitalization Retail Sales Decision-making 52

Insightly

SEPTEMBER 19, 2023

However, the role of CRM in business strategy doesn’t end with customer interaction management — it also plays a crucial part in driving the overall growth and profitability of a business. Data Integration and Accessibility: An effective CRM strategy requires the integration of various data sources within the healthcare organization.

CRM 52

CRM Insurance Healthcare Manufacturing 52

Insightly

SEPTEMBER 19, 2023

However, the role of CRM in business strategy doesn’t end with customer interaction management — it also plays a crucial part in driving the overall growth and profitability of a business. Data Integration and Accessibility: An effective CRM strategy requires the integration of various data sources within the healthcare organization.

CRM 52

CRM Insurance Healthcare Manufacturing 52

SalesGlobe

MARCH 8, 2023

Everybody’s talking about price increases and you can make real big adjustments in your organization, but it kind of can take true approach. But you could think of this as the big piece of how does our organization, how does our coverage model match up to the market? That’s very obvious.

Sales 52

Sales Marketing Decision-making Organization 52

Apptivo

JUNE 15, 2022

9 reasons why CRM is important for an organization. Centralized customer information makes data available across the organization for automating operations and achieving efficiency all around. Customer experience is a broad term that is not determined by a single factor or a single instance of good service provided by an organization.

CRM 52

CRM Software Software Customer Experience 52

Insightly

SEPTEMBER 28, 2023

As a result, these forward-thinking companies view the end-to-end revenue process as a cross-functional effort that involves the entire organization — primarily go-to-market (GTM) teams like sales, marketing, and customer success , but also legal, finance, fulfillment, and more. What does a revenue operations team do?

Finance 52

Finance CRM Customer Success Decision-making 52

Insightly

SEPTEMBER 28, 2023

As a result, these forward-thinking companies view the end-to-end revenue process as a cross-functional effort that involves the entire organization — primarily go-to-market (GTM) teams like sales, marketing, and customer success , but also legal, finance, fulfillment, and more. What does a revenue operations team do?

Finance 52

Finance CRM Customer Success Decision-making 52

Strategic Account Management Association

MAY 7, 2021

That leadership will have to strike the right balance between short-term profits and long-term sustainable growth. It is a comprehensive approach aimed at challenging companies to grow in a good way that enhances the planet and delivers broader prosperity, happier employees and more sustainable profits. The 6P Good Growth Model.

Supply Chain 878

Supply Chain Investors Suppliers Government 878

SalesGlobe

JULY 13, 2022

Look, we are a problem solving firm for sales and we solve the toughest sales challenges in areas like sales strategy, sales organization, design, sales compensation. And finally, capital synergies and just think about that as oh, gosh, as a as a larger organization, I can probably get better lending terms or better negotiations on contracts.

Acquisition 52

Acquisition Sales Account Management Financial Services 52

Hubspot Sales

AUGUST 13, 2018

The VP of Sales uses department forecasts to project organization sales. However, in a quarter when far fewer customers churn, your profits will increase. Your first rep has a meeting with Procurement scheduled for Friday, while your second rep just gave her first presentation to the buying committee.

Sales 136

Sales CRM Procurement Decision-making 136

Account Management Skills

JULY 17, 2023

I’ve listened to your podcast for a long time and probably started listening to it at a time when I really needed some structure and some organization around what it means to be in account management and especially what it means to be a client service director. So is it a profitable client? I’m honoured, Jenny.

Account Management 52

Account Management Meetings Management Digitalization 52

PandaDoc

APRIL 3, 2023

Supply planning Once you’ve got your strategic plan in place for production, you’ll want to start putting together tactical plans to govern your approach to supply chain management and general procurement. From product development to lead procurement to marketing, and well beyond, everything takes time and money.

Supply Chain 52

Supply Chain Sales Decision-making Procurement 52

Account Management Skills

FEBRUARY 6, 2023

Well, first of all, it’s good to have a really concrete plan for whatever reason that is, but I think some people start an agency organically because they have left one and they wanted to run their own thing, and it’s just sort of grown. I think it’s useful to have. And then where do you take them?

Acquisition 52

Acquisition Finance e-Learning Advertising 52

Account Management Skills

FEBRUARY 20, 2023

Particularly where big enterprise level clients have procurement departments, and perhaps you had to deal with procurement, where they are now looking for ways that agencies can bring value. All these big companies are making redundancies, but they are still being profitable, they will still be profitable a year from now.

Stakeholders 52

Stakeholders B2B Decision-making Marketing 52

SBI

NOVEMBER 7, 2019

Inside Sales organizations are getting a lot of the glory these days; perhaps it shouldn't be a surprise that they're also benefitting from a. With iPresent, you can organize your existing collateral in a way that’s intuitive for your salespeople (think Netflix). The Gartner Market Guide for Sales. Industry News. Field Sales.

Acquisition 20

Acquisition Account Planning B2B Onboarding 20

Deep Insight

DECEMBER 1, 2022

Is Net Revenue Retention (NRR) a good predictor of profitable growth? Kainos may not be a household name but since it floated on the London Stock Exchange in 2015, it has been growing revenues organically by 20-30% a year. Some of our own clients at Deep-Insight are struggling to achieve any organic growth at the moment.

Profitability 52

Profitability Procurement B2B Digital Transformation 52

ClearPoint Strategy

APRIL 20, 2021

It can be broken down simply: sustainability is focusing on people, the planet, and profit. By focusing on social responsibility (people), environmental stewardship (planet), and economic prosperity (profit), a city offers amazing benefits to enhance the quality of life for all residents, present and future. 10 Cities Doing It Right.

Energy and Utilities 52

Energy and Utilities Transportation Government Meetings 52