Red Star Kim

DECEMBER 5, 2023

The pros and cons of standalone vs integrated (with the firm’s overall data architecture) was considered – especially with regards to user adoption and data duplication. CRM and Marketing Automation Software for SMBs | Act! Sometimes marketing and sales system are not integrated. Email Online Invitations that WOW!

CRM 130

CRM Marketing Interpersonal Skills Client Relationships 130

Planview

NOVEMBER 1, 2023

In today’s fast-paced software development landscape, the race to streamline workflows, reduce waste, optimize processes, and boost collaboration is more urgent than ever. However, organizations often face a crucial decision: should they build a custom value stream integration solution in-house or invest in a pre-built one?

Software 64

Software Software Decision-making Organization 64

Planview

OCTOBER 19, 2023

Bridging the Gap in Digital Transformation Companies undergoing digital transformation typically require agile, efficient, real-time integration between their core business systems and hybrid cloud deployments. Many systems are employed for software development, deployment, and operational needs.

Digital Transformation 64

Digital Transformation Digitalization Government Software 64

Arpedio

MARCH 18, 2024

By meticulously outlining key stakeholders and decision-makers within prospective client organizations, account mapping gifts sales teams with a blueprint for personalized engagement and efficient closing of deals. To illuminate the intricate network of organizational roles and influence, sales teams implement a variety of pragmatic measures.

B2B 52

B2B Stakeholders Sales Decision-making 52

Upland

MARCH 29, 2023

As you will see, this goes well beyond the data collected in the CRM system, and often warrants additional, specialized technology, like relationship mapping tools , married to world-class sales methodologies and best practices, ideally integrated and 100% native to your CRM solution.

CRM 195

CRM Management Stakeholders Decision-making 195

Upland

AUGUST 29, 2023

However, software solutions often include deciding whether a custom solution will work or if they should go with an off-the-shelf solution. The SaaS solutions you offer may also align differently with your audience’s strategic goals. In the case of products, this may involve different vendors.

Value Proposition 195

Value Proposition Decision-making e-Learning Supply Chain 195

Arpedio

APRIL 11, 2024

By leveraging AI technologies , sales teams can gain valuable insights from vast datasets, personalize customer interactions at scale, and predict future trends with greater accuracy. By leveraging predictive insights, sales teams can prioritize leads, optimize sales strategies, and anticipate customer needs.

Artificial Intelligence 52

Artificial Intelligence Prioritization Sales Innovation 52

Flevy

FEBRUARY 25, 2024

Strategic Planning is the quintessential Strategy function that involves setting objectives, analyzing competitive environments, assessing internal capabilities, and devising actionable strategies. The role of Strategic Planning is pivotal across industries, serving as a guiding beacon for decision-making and resource allocation.

Supply Chain 52

Supply Chain Management Digital Transformation Decision-making 52

Envisio

JUNE 28, 2023

Strategic planning is a key tool for running an effective public sector organization. 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.

Management 92

Management Government Stakeholders Decision-making 92

Planview

FEBRUARY 29, 2024

These challenges underscore the complexities inherent in managing and evolving the technological framework of automotive software. An aging codebase adds further complexity, introducing potential quality issues as well as hurdles in upgrading and optimizing software.

Prioritization 59

Prioritization Innovation Suppliers Manufacturing 59

Arpedio

JANUARY 5, 2024

At the heart of every thriving enterprise lies a keen focus on business relationship optimization , a task achieved through strategic roles that many might find overlapping—Account Management and Customer Success. While both functions are instrumental in driving organizational growth, distinguishing their unique contributions is fundamental.

Account Management 52

Account Management Customer Success Management Energy and Utilities 52

AchieveIt

MARCH 22, 2023

Corporate strategic planning is essential to businesses and one of the basics of a business plan. However, setting strategic goals is more complex than writing them down during a board meeting. In This Article What Is Corporate Strategic Planning?

Software 52

Software Software Communication Organization 52

Red Star Kim

JUNE 27, 2023

With the huge time pressure on M&BD teams, it is tempting to dive into the campaign development, research and implementation without scoping and a full project analysis. Forward planning with scoping helps you anticipate where issues and delays might occur – it looks at the interdependencies and the critical path.

Leadership 130

Leadership Management Stakeholders Communication 130

Planview

OCTOBER 28, 2021

PMOs are in a state of transition: ever shifting to support different teams, ways of working, strategic objectives, transformation programs, priorities, and more. Managing this level of complexity and constant change requires a modern approach to PPM – one that positions the PMO to become a more strategic creator of business value. “

Government 105

Government Facilitation Stakeholders Decision-making 105

PandaDoc

MARCH 4, 2024

Read on to learn more about investment banking data rooms, their benefits, and tips you and your team can apply when deciding on the right one. Choose the right VDR provider for your team by pairing platform capabilities with your specific needs around contract management, document workflow, permissions access, and guided contract signing.

Banking 52

Banking Investors Acquisition Stakeholders 52

Arpedio

NOVEMBER 6, 2023

Sales automation software: The ultimate guide Explore the ARPEDIO platform ← Back to blog In today’s fast-paced business landscape, sales teams face numerous challenges in managing accounts, seizing opportunities, and nurturing relationships with stakeholders. What is sales automation software? Let’s dive in!

Software 52

Software Software Sales Artificial Intelligence 52

AchieveIt

JULY 10, 2023

You’ve invested significant time and resources in developing a strategic plan, and now you’re eager to track its progress and evaluate its impact. An integrated plan management solution allows you to transform how you track and report on your strategic initiatives. Outdated insights.

Decision-making 52

Decision-making Stakeholders Meetings Facilitation 52

PandaDoc

MARCH 29, 2024

This article outlines steps to establish and optimize a deal desk process flow with your team to help advance your sales strategy. Key takeaways A deal desk is a cross-functional team assembled to oversee opportunity qualification, solution and proposal development, and negotiation stages of a sales process.

Negotiation 52

Negotiation Stakeholders Profitability Government 52

Hubspot Sales

NOVEMBER 22, 2023

Moreover, those who employ a CRM system are 79% more inclined to consider their teams to be strongly aligned. CRMs have always solved that problem for customer-facing teams with hundreds of contacts and data points to track. This is where Customer Relationship Management (CRM) software comes into play.

CRM 98

CRM Decision-making Sales B2C 98

Arpedio

OCTOBER 17, 2023

Account management software tools Account Management Software ← Back to blog Account management software solutions have transformed the way businesses handle their account planning and client interactions. This is where account management software solutions come into play as a transformative tool.

Account Management 52

Account Management Software Software Management 52

Insightly

DECEMBER 13, 2023

The importance of Customer Relationship Management (CRM) software across different industries and business environments is hard to ignore. CRM software is pivotal in managing and optimizing customer interactions throughout the entire lifecycle. Let’s take a deeper look at both.

CRM 52

CRM Decision-making Software Software 52

Insightly

DECEMBER 13, 2023

The importance of Customer Relationship Management (CRM) software across different industries and business environments is hard to ignore. CRM software is pivotal in managing and optimizing customer interactions throughout the entire lifecycle. Let’s take a deeper look at both.

CRM 52

CRM Decision-making Software Software 52

OnStrategyHQ

NOVEMBER 29, 2022

We just supercharged OnStrategy to make it easier to align your team, build your 2023 OKRs, and manage quarterly performance to be your one-stop shop for everything from mission to quarterly review cycles. Give you more time to lead your team. An entirely new planning workflow. Need to complete, refresh, or overhaul your plan?

Software 52

Software Software Organization Meetings 52

ProlifIQ

FEBRUARY 23, 2024

The State of Account Planning in 2024 2023 was a challenging year for go-to-market teams. With economic uncertainty, slowing growth, and more scrutiny on every purchase, many teams struggled to close deals and retain accounts. As companies mature, digital channels for researching account planning tools also diversify.

Account Planning 52

Account Planning CRM Energy and Utilities Account Management 52

AchieveIt

DECEMBER 4, 2023

For those leading strategy, keeping up-to-date with the most recent trends and data related to strategic planning and implementation is not merely beneficial; it's essential. It helps teams better prepare for challenges and capitalize on emerging opportunities.

Digital Transformation 52

Digital Transformation Decision-making Organization Prioritization 52

Arpedio

FEBRUARY 14, 2024

Welcome to our comprehensive guide on strategic account planning – a vital practice for businesses looking to achieve long-term success and foster strong customer relationships. In today’s competitive landscape, having a well-defined account plan is essential to effectively manage key accounts and drive growth.

Account Planning 52

Account Planning Account Management Value Proposition Stakeholders 52

Arpedio

FEBRUARY 14, 2024

Welcome to our comprehensive guide on strategic account planning – a vital practice for businesses looking to achieve long-term success and foster strong customer relationships. In today’s competitive landscape, having a well-defined account plan is essential to effectively manage key accounts and drive growth.

Account Planning 52

Account Planning Account Management Value Proposition Stakeholders 52

Apptivo

MARCH 29, 2022

Mistake 1 – Lack of Planning: While implementing a crm, businesses should plan and strategize things beforehand. Without a proper plan, the implemented CRM will become a problem creator rather than a problem solver. The employees need to spend a good time and understand the working of the new software.

CRM 98

CRM Software Software Decision-making 98

DemandFarm

NOVEMBER 3, 2023

Strategic deals can be seen as a team sport, much like a relay race where each member must sprint in a carefully coordinated fashion to ensure the team’s victory. An integral element of teamwork is a unified platform that keeps everyone on the same page.

Management 52

Management Artificial Intelligence Stakeholders Decision-making 52

Hubspot Sales

JULY 22, 2020

In reality, sales professionals and managers need to have access to the best available sales planning tools to help them boost sales productivity and close more and bigger deals. The HubSpot Sales Platform gives sales professionals the tools they need to sell more deals faster in one integrated suite. Plan 2 Win. Pricing: Free.

Account Planning 116

Account Planning Sales CRM Prioritization 116

Arpedio

DECEMBER 14, 2023

Maximize Your Team with Sales Enablement Tools Explore the ARPEDIO platform ← Back to blog Table of Contents In the ever-evolving world of sales, staying ahead of the curve is key to success. It requires a comprehensive approach that aligns with your business objectives and supports your sales team throughout the entire buyer journey.

Sales 52

Sales Software Software Account Planning 52

Planview

JANUARY 17, 2024

In today’s fast-paced and dynamic world of technology, the adoption of Agile methodologies has undoubtedly transformed the landscape of how technology teams function. An excessive amount of WIP can overwhelm teams, causing delays and inefficiencies. Risk Assessment Integrate risk assessment into WIP management.

Financial Services 59

Financial Services Management Prioritization Facilitation 59

Arpedio

JANUARY 5, 2024

Central to this quest is the art of strategic account planning , a methodical approach that marries sales strategy with customer relationship management to foster business growth. A strategic account plan aids in understanding the intricate needs of clients.

Account Planning 52

Account Planning Value Proposition Account Management Sales 52

Arpedio

MARCH 8, 2024

Companies at the forefront understand that strategic alliances and collaboration in business transcend mere transactional interactions, creating a tapestry of synergy and interdependence that propels innovation and market presence. Evaluate if mutual objectives and strategic business goals are aligned.

Management 52

Management Stakeholders Facilitation Innovation 52

PandaDoc

FEBRUARY 23, 2024

Lead management focuses on achieving sales goals in the short to medium term, while opportunity management is more about leveraging strategic relationships to achieve long-term growth goals. Automation is fundamental to building a robust sales pipeline ; document management tools fused with CRM software accelerate this process.

Management 52

Management CRM Sales Decision-making 52

AchieveIt

MAY 22, 2023

Scenario 2: Your organization communicates the strategic plan to the team. Your team might have memorized your mission statement, but they don’t really know how it all ties into what they’re doing. The first example has no plan whatsoever. Goals and objectives are shared for all to see. So what do you do?

Communication 52

Communication Government Meetings Organization 52

Arpedio

APRIL 3, 2023

Josh leads a team of account managers and is responsible for Eagle Eye’s key and strategic accounts in EMEA. This made it difficult to see and prove the value of their account planning efforts. This client case is based on an interview with Josh Seddon, Head of Account Management, EMEA, at Eagle Eye.

Onboarding 52

Onboarding Account Management Stakeholders Account Planning 52