OnStrategyHQ

APRIL 6, 2022

Refresher on SWOT Analysis. A SWOT analysis examines your organization’s core Strengths, Weaknesses, Opportunities, and Threats in your competitive environment to help develop focus areas in strategic planning. Conducting a SWOT analysis creates a synthesized view of your organization’s current state.

Supply Chain 52

Supply Chain Transportation Healthcare Manufacturing 52

AchieveIt

SEPTEMBER 11, 2023

Since every organization is unique, a wide selection allows you to find resources that fit well, offering the right focus areas and strengths for your needs. To help you find the best resources for strategic planning, we’ll explore some popular models and frameworks and valuable planning, management, and tracking tools.

Decision-making 52

Decision-making Communication Organization Value Proposition 52

ProlifIQ

MARCH 30, 2023

Account Planning Template for B2B Sales Teams You can steal the key account plan template we use with customers here. Sales Account Planning Template An account planning template is a tool that can be used by B2B sales teams to streamline their account planning process. Don’t skip this part of the account template.

Account Planning 98

Account Planning Key Account Management Account Management Stakeholders 98

OnStrategyHQ

MAY 17, 2023

Good Looks Like: Original Foundational Fits on a T-shirt Memorable Example Mission Statements International Red Cross: To provide relief to victims of disaster and help people prevent, prepare for, and respond to emergencies. Building a SWOT by Theme: Conducting a comprehensive SWOT analysis. Can be done in a single day.

Organization 40

Organization Brainstorming Leadership Innovation 40

OnStrategyHQ

MAY 17, 2023

Good Looks Like: Original Foundational Fits on a T-shirt Memorable Example Mission Statements International Red Cross: To provide relief to victims of disaster and help people prevent, prepare for, and respond to emergencies. Building a SWOT by Theme: Conducting a comprehensive SWOT analysis. Can be done in a single day.

Organization 40

Organization Brainstorming Leadership Decision-making 40

ClearPoint Strategy

DECEMBER 17, 2020

A SWOT analysis is a high-level strategic planning model that helps organizations identify where they’re doing well and where they can improve, both from an internal and external perspective. You typically want to conduct a SWOT analysis at the beginning of your strategic planning process or during a strategy refresh.

Brainstorming 52

Brainstorming Leadership Government Decision-making 52

Hubspot Sales

MAY 17, 2019

Below is an example OKR for a sales organization. Source: OKR Examples. SWOT Analysis. SWOT analysis is a strategic planning tool and acronym for s trengths, w eaknesses, o pportunities, and t hreats. PESTLE Analysis. The PESTLE analysis is another strategic planning tool you can use.

e-Learning 112

e-Learning Suppliers Organization Sales 112

ProlifIQ

APRIL 5, 2023

Getting Started To start the sales account planning process, an organization must begin by conducting thorough research and analysis of its customers. Meaning objectives they’re trying to solve, a white space analysis, and an accurate relationship map. Always seize the opportunity to templatize and scale.

Account Planning 52

Account Planning Value Proposition Account Management Key Account Management 52

Hubspot Sales

DECEMBER 30, 2020

Now is a great time to do a SWOT Analysis to determine your: Strengths. What resources exist? Strategic Sales Templates and Examples. Like most things in business, there's no need to reinvent the wheel or start from scratch when there are wonderful examples to model your strategic plans after. SWOT Exercise.

Sales Management 105

Sales Management Management Shareholders Sales 105

Account Manager Tips

JUNE 29, 2021

For example, clients may expect a discount for loyalty, but in fact, you may need to increase prices. Share insights combined with anecdotal evidence, examples, success stories, ideas and actions. Include a SWOT analysis in your account plan. Win/Loss factors Competitor analysis Pricing strategy And lots more.

Suppliers 246

Suppliers Shareholders Stakeholders Decision-making 246

Arpedio

AUGUST 24, 2022

It could for example consist of information about a customers’ decision making process , companies you’re competing with in order to close them, or your overall strategy to win them over, keep them, and perhaps most importantly; how to grow them. Combining Account Planning and White Space Analysis. And this isn’t all.

Account Planning 52

Account Planning Account Development Management Account Management 52

PandaDoc

APRIL 24, 2023

This could take the form of team sales training, working with marketing to implement helpful resources, or integrating sales collaboration tools into your tech stack, among other things. As you might expect, traits of a sales enablement manager include a high level of organization and a keen interest in data analysis.

Sales 52

Sales e-Learning Onboarding Software 52

PandaDoc

MAY 26, 2022

Generate a target market analysis. Typically, your sales strategy should include the following: Growth and sales goals Key performance indicators (KPIs) and metrics Buyer personas and demographics Sales processes Sales team structure Messaging and positioning details Analysis of the competition and the market Selling methodologies.

Sales 52

Sales Business Planning Acquisition Small Business 52

Hubspot Sales

MARCH 18, 2019

How to hire key account managers (including a job description template). To turn buyers into business partners, a key account manager (KAM) typically provides dedicated resources, unique offers, and periodic meetings. That's the inevitable outcome of giving a customer greater resources and often your best discounts.

Key Account Management 120

Key Account Management Account Management Management Account Strategy 120

ClearPoint Strategy

NOVEMBER 2, 2021

For the sake of example, the screenshot below is from ClearPoint’s reporting software. See Also: A Full & Exhaustive Balanced Scorecard Example. See Also: A Strategy Map Template For Medium-Sized Companies. SWOT Analysis. See Also: SWOT Analysis Template (+ Seven Other Strategic Planning Templates).

Stakeholders 145

Stakeholders Software Software Organization 145

Account Management Skills

AUGUST 24, 2021

So you do it in HR to say, What did I tell my boss I was going to do, for example, right? And when you get so tactical than then customer sees you as a tactical resource, they see you as a support resource, they see you, someone like that, who’s not adding a tonne of value. So I said I was going to do this month, etc, etc.

Account Management 98

Account Management Management Account Planning Co-Creation 98

Hubspot Sales

AUGUST 21, 2023

Although it takes a great amount of effort, time, money and resources, a well-planned go-to-market strategy can significantly benefit your project. Take Apple, for example. Ultimately, you want to create a plan that sets the product apart from the competition and generates leads and customer retention.

Marketing 98

Marketing Brainstorming Decision-making Advertising 98

ClearPoint Strategy

JANUARY 14, 2021

or “How do I tell if I need OKRs or a SWOT analysis?” SWOT Analysis. The strategic planner will also need the help of a cross-functional team that involves members of the board or leadership, along with representatives from finance, human resources, operations, sales, and any other critical functions.

Leadership 52

Leadership Decision-making Organization Meetings 52

ClearPoint Strategy

MAY 24, 2021

I’ve been in this business a long time (over 20 years) and one of my first tips would be to start with a solid strategic planning template instead of trying to start from scratch. Remember, this is not using someone else’s strategy—that is tomfoolery—but rather using a template from which to build a strategic plan for your organization.

Profitability 69

Profitability Leadership Meetings Organization 69

ClearPoint Strategy

MAY 24, 2021

I’ve been in this business a long time (over 20 years) and one of my first tips would be to start with a solid strategic planning template instead of trying to start from scratch. Remember, this is not using someone else’s strategy—that is tomfoolery—but rather using a template from which to build a strategic plan for your organization.

Profitability 52

Profitability Leadership Meetings Organization 52