ACT

JULY 19, 2022

Integrating your loan origination software (LOS) and your CRM may be the most effective sales investment your bank can make. Forrester Research (along with other research) reports that salespeople spend less than 35% of their time selling. Another example is when the loan status changes in the LOS, it is immediately updated in Act!

CRM 52

CRM Financial Services Banking Software 52

Planview

AUGUST 4, 2015

Here are our top 5 takeaways on innovation centers from a recent report released by Capgemini. According to the report, having a physical innovation lab where employees and partners can assess ideas from “inception to prototyping using an in-house approach” is an excellent way to trigger ideation. Innovation Labs Can Inspire New Ideas.

Innovation 108

Innovation Government Banking Stakeholders 108

Account Management Skills

MARCH 23, 2021

It’s also one to listen to if you’re in a planning role (sometimes referred to an agency strategist) or are wondering whether your talents might be suited to this role. So I was working on a relatively well known retail bank. And I started to work with the planning team on the positioning of this well-known retail bank.

Account Management 52

Account Management Banking Advertising Profitability 52

Account Management Skills

FEBRUARY 22, 2021

It was fantastic experience with you know, hugely talented people that that, frankly, selfishly I never stopped learning from. But again, you know, they were they were brilliant, hugely talented, all really, really interested in brands and really interested in sort of how to get the best work for their clients. So it was a joy.

Account Management 52

Account Management Management Banking Meetings 52

ClearPoint Strategy

AUGUST 19, 2021

The Balanced Scorecard (BSC), in my humble opinion, is one of the best management reporting frameworks available. These perspectives make the BSC unique, because traditional reporting frameworks typically only look at the financial perspective. For-Profit Companies: Balanced Scorecard Examples. Remember to measure what matters.

Shareholders 98

Shareholders Manufacturing Healthcare Government 98

SalesGlobe

OCTOBER 11, 2023

So if you’re comfortable with the status quo, if you’re comfortable with, well, you know, listen, this is as good as it’s going to get. Michelle Seger And what I continuously hear as they don’t have the talent, they don’t have the skills, they don’t have the will, they can’t even make the shift.

Sales Environment 52

Sales Environment Sales Supply Chain Software 52