Red Star Kim

SEPTEMBER 8, 2023

This week’s PM Forum training workshop “Commerciality: Finance, Pricing, Innovation and Research” was attended by delegates from law, accountancy and insolvency firms. Delegates then chose to focus on finance, economics and pricing. Finance fundamentals Financial awareness is another capability required by M&BD.

Procurement 113

Procurement Value Proposition Finance Artificial Intelligence 113

Red Star Kim

DECEMBER 22, 2022

The Economist – The year in 2023 (subscription required The World Ahead 2023 | The Economist ) is a good starting point for any PESTLE analysis. 62% of their superforecasters suggest global growth in 2023 (as measured by IMF) will be between 1.5% Commerciality – Finance, pricing, innovation and research (kimtasso.com).

Supply Chain 147

Supply Chain Government Transportation Digital Transformation 147

NG Data

JUNE 27, 2024

billion in 2023. Source The post Digital Lending Statistics – The Automated Solution Changing Finance appeared first on NGDATA. Digital lending is growing rapidly, with the market valued at $11.6 Banks contribute 33% of this revenue, and small business loans make up 45% of P2P lending.

Finance 52

Finance Digitalization Banking Small Business 52

Red Star Kim

FEBRUARY 28, 2023

There was a discussion about the need for training in this area and the sharing of best practice with frequent touchpoints with finance professionals and clients. For example, the extent to which lawyer should be responsible for managing debtors and their role in credit control.

Emotional Intelligence 130

Emotional Intelligence Management Business Planning Value Proposition 130

Red Star Kim

MARCH 30, 2023

Requests for further information about the Managing Partners’ Forum leadership development – full descriptions of the modules and prices for 2023 should be emailed to mpf@pmint.co.uk

Leadership 130

Leadership Emotional Intelligence Digital Transformation Management 130

Planview

MARCH 29, 2023

According to TSIA’s 2023 Professional Services Benchmark , services account for 25% of overall B2B tech revenue, on average. For finance leaders focused on boosting revenue and profit in 2023, paying more attention to services revenue will help them achieve their financial objectives for the year. Professional services (I.e.,

Finance 52

Finance Profitability B2B Software 52

Red Star Kim

DECEMBER 12, 2023

For complex projects we must collaborate with those in other functional specialisms such as finance, technology, people and innovation. We covered a variety of hard skills (vision, strategy, finance, MBD planning) and soft skills (leadership, buy-in and influencing, personal brand, managing a team and motivation).

Marketing 130

Marketing Emotional Intelligence Management Leadership 130

Hubspot Sales

DECEMBER 10, 2024

While AI in finance is useful for entrepreneurs, its helping companies of all sizes make more accurate predictions and better, data-based decisions. According to Gartner , 58% of finance functions are using AI in 2024, up 21% since 2023. More than a quarter of companies (28%) use AI for finance analytics, including forecasting.

Finance 52

Finance Decision-making Supply Chain Small Business 52

Planview

AUGUST 22, 2024

While many focus on OKRs and finances, our work is driven by impact, which can be difficult to quantify and may not be fully measurable for years. I was impressed by Cassandra Worthy at the 2023 PMI conference. One challenge I’ve noticed is the difference in measuring success.

Stakeholders 69

Stakeholders Prioritization Brainstorming Decision-making 69

Envisio

SEPTEMBER 20, 2023

The 2023 ICMA Annual Conference is almost here! Taking place in Austin, Texas, from September 30th to October 4th, 2023, this event offers exceptional opportunities for leadership development, professional growth, networking, and top-notch programming that you definitely won’t want to overlook! to 09:30a.m. to 09:30a.m.

Government 52

Government e-Learning Leadership Innovation 52

Planview

OCTOBER 16, 2023

The State of Value Stream Management Report 2023 , in particular, stands out due to its inclusivity, drawing data from respondents across various organizational sizes, ranging from nimble startups with 1-99 employees to massive enterprises boasting 50,000+ personnel.

Management 65

Management Stakeholders Healthcare Manufacturing 65

Hubspot Sales

JANUARY 16, 2023

Best for Financing on a Budget. Best for: Financing on a Budget. This book covers multiple financing methods to kickstart your journey as an investor. Described as the "flipping handbook," Scott lays out a roadmap to show you how to flip properties efficiently, finance your flips, and spearhead larger renovations.

Investors 15

Investors Negotiation Finance Profitability 15

OnStrategyHQ

APRIL 24, 2023

Measure: Close rate – number of closed contracts/sales qualified leads Target: Increase close rate from 20% to 30% Data Source: CRM system Reporting Frequency: Monthly *Owner: Director of Sales Due Date: December 31, 2023 Increase the number of weekly engaged qualified leads in the sales from 50 to 75 by the end of FY23.

Profitability 105

Profitability Publishing CRM Insurance 105

Red Star Kim

JANUARY 26, 2024

Delegates from law (including the Crown Prosecution Service) and finance firms joined a workshop on “Boost Your Confidence at Work – A toolbox for professionals”. They held various roles including: head of department, partner, trainee solicitor, paralegal, legal executive, business development, recruitment and technical writing.

Meetings 130

Meetings Communication Digitalization Management 130

Hubspot Sales

MAY 27, 2024

Among those who opened for business in 2023, the home services category saw the highest growth, with 278k new openings. Renovation Finance Let’s be honest, home renovations can be a money sink. We previously wrote about how Americans are leaping into entrepreneurship at record rates. Source: Bloomberg It’s not hard to see why.

Construction 105

Construction Finance Investors eCommerce 105

Red Star Kim

MAY 2, 2023

LinkedIn in-demand soft skills for 2023 In February 2023 The Most In-Demand Skills for 2023 | LinkedIn argued: “Global talent shortages have reached a 16-year high, as 75% of employers can’t find the talent they need with the right blend of technical and soft skills”.

Emotional Intelligence 100

Emotional Intelligence Leadership Decision-making Publishing 100

Envisio

MAY 16, 2023

This conference is a fantastic opportunity to network, discuss, and learn about the changes and challenges in government finance. The post Join Envisio at the 2023 GFOA Annual Conference appeared first on Envisio. We’re excited to be heading to the GFOA’s 117th Annual Conference in Portland! Safe travels.

Government 52

Government Finance Marketing Management 52

Strategic Communications

AUGUST 22, 2023

Ask for Work Samples Casey Jones is founder and head of marketing and finance at CJ&CO, a digital marketing company. Note: This article first appeared in the May 2023 issue of Information Today.) Jones says that the “first thing I look for is the ability to create humanized content.”

Digitalization 52

Digitalization Finance Communication Publishing 52

Red Star Kim

FEBRUARY 8, 2024

This puts segmentation and targeting at the top of the strategy agenda A Marketing Week survey in 2023 revealed that marketing strategy is the most undervalued skill by businesses. For example, for accountants this might include Quoted Companies Alliance, UK Finance or Federation of Small Businesses.

Value Proposition 130

Value Proposition Key Account Management Digitalization Sales 130

Hubspot Sales

APRIL 7, 2023

Luckily, 2023 technology has made it easy for less tech-savvy people to build websites with purchasing pages included. billion in 2023. Online courses can span a wide range of topics: coding, cooking, finance, language learning, web design, and more. billion by 2023. million global podcast listeners as of February 2023.

Digitalization 126

Digitalization Computers and Electronics Media Brainstorming 126

Red Star Kim

SEPTEMBER 26, 2023

Here, the M&BD professionals – and perhaps those from other disciplines (such as finance or human resources) – will be formed into temporary project teams to assist with particular initiatives. And where firms invested in the area, the pricing teams were more likely to comprise finance professionals and experienced fee-earners.

Marketing 130

Marketing Key Account Management Account Management Artificial Intelligence 130

Insightly

JANUARY 30, 2024

One key takeaway from 2023 is that CRM systems should not operate in isolation. This includes tools for email, marketing automation, finance, project management, and customer support. Let’s explore some of the most loved Insightly CRM integrations from 2023.

CRM 52

CRM e-Learning Facilitation Decision-making 52

Red Star Kim

MARCH 16, 2023

88% Banks, financial institutions and IFAs 76% Accountancy firms 59% Private equity/corporate finance 53% Law firms 35% Insolvency firms 29% Property firms 18% Charities and associations 18% Other (surveyors) 12% Regulators 12% Government and local authorities Which methods does your firm use for generating more work from external referrers?

Key Account Management 130

Key Account Management Onboarding Communication e-Learning 130

Apptivo

OCTOBER 11, 2023

In 2023, a new set of tools emerged as game-changers. serves diverse sectors across 25 countries, including finance, telecom, manufacturing, retail, and government, catering to the strategic needs of organizations worldwide. To tackle these challenges, sales professionals need the right tools.

Sales 52

Sales Software Software CRM 52

Envisio

JULY 21, 2023

We invite and encourage others in the government finance sector to do the same. The post Rethinking Budgeting: Key Takeaways From the 2023 GFOA Conference and Who to Follow appeared first on Envisio. GFOA is proud to serve as a resource and catalyst for innovation.

Government 52

Government Finance Co-Creation Innovation 52

Red Star Kim

JANUARY 28, 2024

There are many resources on coaching: Soft skills: Introduction to coaching – Three frameworks (kimtasso.com) Book review: Coaching skills: A handbook by Jenny Rogers (kimtasso.com) Coaching models – book review of Stephen Gibson’s book (kimtasso.com) Helping people change: Coaching with compassion (kimtasso.com) Coaching and consulting (..)

Emotional Intelligence 130

Emotional Intelligence Leadership Management Facilitation 130

Red Star Kim

SEPTEMBER 29, 2023

Some observed that as the pace of change continued relentlessly, we all needed to be constantly updating our knowledge and skills.

Marketing 130

Marketing Stakeholders Communication Digitalization 130

Red Star Kim

APRIL 11, 2023

Internal capabilities – In recent years internal business functions such as finance, legal, risk and HR/people have become more influential in shaping enterprise-level strategy. 53% say their levels of trust have fallen in advisors over recent years. 52% say they are reluctant to outsource work if it can be completed in-house.

Government 130

Government Innovation Meetings Finance 130

Hubspot Sales

SEPTEMBER 19, 2023

Of sales professionals, 60% say AI tools are important to their overall sales strategy, and 71% say AI has impacted how they plan to sell in 2023. Content creation is the most popular use case for AI in sales in 2023, used by 18% of sales pros, followed by prospect outreach at 16%. There’s revenue to be made and deals to close.

Artificial Intelligence 119

Artificial Intelligence CRM Sales Meetings 119

Zendesk

SEPTEMBER 15, 2021

According to research from a Finances Online report, the helpdesk software market share is projected to reach $11 billion by 2023. With maintaining trust with your customers, it is your responsibility to protect your customers’ information once it arrives in your ecosystem.

e-Learning 97

e-Learning Digitalization Finance Retail 97

PandaDoc

DECEMBER 12, 2022

Top Categories: Including Finance, Human Resources, Enterprise Resource Planning, Sales, Customer Service, IT & Admin, Marketing, etc. The post Everything small and midsize businesses must know about Salesforce in 2023 appeared first on Blog. And PandaDoc is here to help. Go get ‘em!

CRM 52

CRM Artificial Intelligence e-Learning Financial Services 52

Red Star Kim

MAY 11, 2023

I attended an excellent seminar on the legal aspects of brands in early 2023 by Azrights intellectual property lawyers. Cisco (technology) is at 15, J P Morgan at 24, Salesforce at 36, Goldman Sachs at 49, HSBC at 65, 3M at 69 and LinkedIn at 81. In professional services there is only Accenture at 31 (which has grown 15%).

Management 130

Management Co-Creation Publishing Leadership 130

Red Star Kim

APRIL 24, 2023

Yet there was an interesting article In March 2023 17 Top Reasons Lawyers Don’t Call Their Clients – The BTI Consulting Group “High-quality voice dialogue between clients and their relationship partners remains rare. Surveyed a variety of accountants and other financial service businesses and revealed they now receive 31% more calls.

Emotional Intelligence 26

Emotional Intelligence Financial Services Decision-making Digitalization 26

Sales Outcomes

AUGUST 29, 2022

Most organizations begin the 2023 Quota-setting process in the 4th quarter. Sales Quotas are an imperfect sales management tool, and the quota-setting process has its share of drama, “horse-trading,” and “hand-to-hand combat” with the finance team. 2: Don’t Set Quotas to manage Compensation.

Finance 52

Finance Sales B2B Software 52

Zendesk

JUNE 15, 2023

You can take a similar approach crafting a call center resume for different industries, like e-commerce and finance. The post 15 customer service resume examples and writing tips for 2023 appeared first on Zendesk. For example, if the company wants a customer service rep fluent in Spanish, put that information near the top.

Retail 52

Retail Leadership Interpersonal Skills Software 52

PandaDoc

FEBRUARY 28, 2023

You will likely find out that these pain points happen in the day-to-day processes connected to finances , vendors, and other areas. The post Legal operations: what they are and why your business needs them in 2023 appeared first on Blog. Talk to your colleagues and ask what their pain points are.

Government 52

Government Negotiation Software Software 52

Zendesk

JUNE 7, 2023

At Relate 2023 , Zendesk customers across industries joined us to share how AI and emerging channels like messaging apps are making an impact on customer experience. We know that AI tailored for CX and conversational experiences will change how businesses approach customer service—but you don’t have to take our word for it.

eCommerce 52

eCommerce e-Learning Manufacturing Internet 52