Flevy

OCTOBER 24, 2024

From customer acquisition to wealth management and fraud prevention, each activity plays a role in creating value and delivering financial services. A Deeper Dive into Customer Acquisition and Digital Banking Two key primary activities within the retail banking value chain are customer acquisition and digital banking.

Banking 52

Banking Retail Acquisition Value Proposition 52

Upland

AUGUST 30, 2023

It represents the culmination of their journey, where they have progressed through the earlier stages and are now highly engaged and ready to make a purchase. At every stage of this journey, marketers employ targeted strategies to guide potential customers toward making a purchase decision.

Decision-making 195

Decision-making Software Software Retail 195

Upland

JANUARY 26, 2023

Marketing can help produce complex, tailored marketing plans that use precision targeting to make sure their campaigns and content are targeting key accounts. It includes a carefully, strategically selected list of target accounts, and the specific details of what makes for an ideal customer. In ABS, the ICP is highly specific.

Account Planning 195

Account Planning B2B Decision-making Acquisition 195

ACT

APRIL 9, 2025

Thats precisely what makes scalability crucial for achieving sustained, long-term growth. You can also track and visualize relevant metrics to make data-driven decisions and optimize your sales processes. How much difference will an in-house fulfillment center make for the customer experience as compared to a third-party vendor?

Small Business 52

Small Business Artificial Intelligence CRM Acquisition 52

Nutshell

JANUARY 30, 2025

However, many marketing departments struggle to define their key performance indicators (KPIs) or establish effective analytics tracking, which can make their marketing reports less useful. A professional and efficient marketing report gives you the power to make the right decisions for your business, driving the best results.

Marketing 83

Marketing Media Decision-making Digitalization 83

AchieveIt

MAY 31, 2024

There’s no shortage of studies on the failure rate of mergers and acquisitions (M&A). The promise of market expansion, access to new technologies, and enhanced innovation makes M&As a strategic move for many businesses. Ultimately, a merger or acquisition is a significant change for all parties involved.

Acquisition 52

Acquisition Management Leadership Communication 52

ProlifIQ

NOVEMBER 7, 2024

These KPIs can be visualized through interactive dashboards, providing real-time insights into account performance and helping sales teams make data-driven decisions. This level of visibility enables proactive management, timely interventions, and informed decision-making, ultimately leading to increased efficiency and productivity.

Account Planning 52

Account Planning Account Management Decision-making CRM 52

Mike Kunkle

NOVEMBER 21, 2023

Your previous CEO retired during the pandemic and your new CEO and the CRO he brought in, have aspirations to grow through acquisition (M&A) and new business development (which has not been a primary focus for at least 15 years). This allows you to create content to aid buying decisions. Now, customers are demanding more.

Acquisition 130

Acquisition Sales Decision-making Account Management 130

QYMATIX

NOVEMBER 18, 2024

Every company is made up of countless logical decisions. And these decisions are rational, aren’t they? Successful business people still need numbers and indicators to make their decisions. AI-supported analysis tools can play a decisive role here by providing precise forecasts and recommendations.

Profitability 52

Profitability Decision-making Manufacturing Software 52

Account Manager Tips

JULY 22, 2022

It’s an indispensable skill and one that you can adapt for every day decisions to business issues, organizational performance and any other challenge you can think of. And if you can't make it live, don't worry, the event will be recorded and shared with ticket holders. What's Your Problem?: Grab your tickets here , while they last.

Key Account Management 130

Key Account Management Account Management Management Acquisition 130

ProlifIQ

DECEMBER 18, 2024

Leveraging AI In Pre-Sales and Post-Sales Processes Account research has historically been cumbersome, taking hours to find the different details you need to make a strong pitch to your target accounts. Also include any recent leadership changes, acquisitions, or other significant events.

Account Planning 52

Account Planning Management Value Proposition Account Management 52

SuperOffice

JULY 5, 2022

Find out how they use your product and services and what you can do to make their workday better. This is your existing customer profile and you can use the feedback they share to make your products and services better, which helps to keep them longer. Create an ICP/ buyer persona that makes it clear who this type of customer is.

B2B 129

B2B Marketing Acquisition Media 129

Hubspot Sales

NOVEMBER 21, 2018

decision makers for every sale who have a say in whether a product is purchased. These people make up what is called the “buying center.”. Decision maker: gives final approval for the purchase. The bottom of the funnel is the decision stage. On average, there are 6.8 User: Uses your product regularly.

Marketing 145

Marketing Advertising Decision-making Brainstorming 145

Hubspot Sales

MARCH 15, 2018

When it comes to qualifying high-potential sales opportunities, salespeople look for: Senior decision-maker involvement. While sales leaders preach the need to “get in earlier” to sway customer thinking in the supplier’s favor, few have any concrete ideas for how or when to make that happen. Buying authority. Customer consensus.

Healthcare 144

Healthcare Financial Services Acquisition Decision-making 144

Hubspot Sales

APRIL 12, 2021

Self-service sales is one of the best ways to sell a product and keep a low customer acquisition cost (CAC). With self-service, your potential customers go through decision-making, testing, and paying for the product at their own pace. Number of Decision Makers. Self-service Sales. SMB and Mid-market Transactional Sales.

Marketing 116

Marketing Sales Retail Decision-making 116

DemandFarm

OCTOBER 23, 2024

Compared to small or mid-sized business (SMB) sales, enterprise sales typically entail a longer decision-making process, more resources, and more stakeholders. Longer Decision-Making Process: Enterprise sales often require extensive negotiations and multiple rounds of discussions.

Key Account Management 40

Key Account Management Account Management Management Procurement 40

Red Star Kim

JUNE 15, 2023

Includes IPOs, acquisitions, grants, accelerators and news. Fame for accountants and professional services firms “tool for general financial research, benchmarking analysis, screening acquisition targets for your clients, client onboarding, company secretarial services and business development”.

Key Account Management 130

Key Account Management Account Management Management Client Relationships 130

Hubspot Sales

AUGUST 8, 2019

Sales leaders can’t use their intuition to guide their decisions — not only are they dealing with a huge amount of information, but the risk of failure is high. Customer acquisition cost (CAC). Percentage of opportunities lost (no decision). Here are the SaaS metrics to measure: Customer Acquisition Cost. Sales Ramp.

Acquisition 145

Acquisition Sales Media Meetings 145

Hubspot Sales

MARCH 30, 2020

With the multi-touch approach to marketing attribution, it's understood that customers don't just go to a website and make a purchase. Each of these touchpoints impacts the decision to buy. As a sales rep, understanding marketing attribution can help you make more sales. You need reliable numbers to make proper decisions.

Marketing 123

Marketing Decision-making Sales Software 123

Hubspot Sales

DECEMBER 30, 2020

Or, alternatively, perhaps you're second-guessing some of your hiring decisions — could you have found a rep who would've sold more? Here, let's dive into what a strategic sales plan is, plus how to make one for your own team. Make your team more efficient and productive. How much do you need to make? For the quarter?

Sales Management 137

Sales Management Management Shareholders Sales 137

Hubspot Sales

APRIL 30, 2020

It listed information for all the prospects in my California territory including the company name, revenue figures, address, telephone number and — of course — the decision maker’s name and title. After all, that’s what they beat into our heads during the intensive five-week training program I’d just completed: Go for the decision-maker.

Sales 144

Sales Decision-making Software Software 144

Upland

APRIL 20, 2023

To make this easier, great sales teams set clear goals, KPIs, and adjust when needed to better fit their always-evolving account management strategy. There are many benefits to account management that make the significant investment in resources worth it. You might be wondering, “Is it really worth it, in the end?”

Account Management 195

Account Management Management Account Planning Decision-making 195

Hubspot Sales

MARCH 8, 2020

Some of the latest — and possibly most promising — tools for sales teams use predictive analytics, a form of artificial intelligence technology that can optimize decision making around sales efforts. Vet each vendor with the following five criteria before making a purchase. What to Look For in a Sales AI Vendor.

Artificial Intelligence 125

Artificial Intelligence Software Software Decision-making 125

Hubspot Sales

FEBRUARY 20, 2025

Teams made decisions based on gut instincts, outdated spreadsheets, and chasing trends that had already peaked. Decision-Making Without AI: Decisions rely on old reports or gut instinct. A good example would be decisions about stock replenishment based on outdated weekly sales reports and seasonal trends.

Decision-making 52

Decision-making Suppliers Cybersecurity Logistics 52

Hubspot Sales

DECEMBER 12, 2017

Because SaaS can be so complex, it’s common to bring engineers, executives, or product marketers into some meetings to make a difficult sale. In this case, it’s important to make sure the right prospects are in the room during your demo to champion your cause to less savvy colleagues. Customer Acquisition Cost. Revenue Per Lead.

Sales 144

Sales Acquisition Software Software 144

DemandFarm

NOVEMBER 27, 2024

Key accounts often contribute significantly to revenue, making real-time insights into customer health, segmentation, and engagement vital. AI-Powered Tools in RevOps Integrating AI into RevOps enhances efficiency and decision-making. Why is RevOps Valuable for KAMs?

Artificial Intelligence 40

Artificial Intelligence Key Account Management Decision-making Account Growth 40

Hubspot Sales

DECEMBER 20, 2024

Using AI to create pricing models or optimize existing pricing involves feeding data into an AI tool and using machine learning to generate data sets, analyze historical data, forecast purchasing trends, and make predictions based on buying behaviors. AI can make real-time adjustments. AI can make price recommendations.

Construction 52

Construction Profitability Acquisition Decision-making 52

Hubspot Sales

SEPTEMBER 15, 2024

While these hard cuts are often painful, business owners such as Samantha Blumenthal, former director of Communication at thredUp , recommend making them “quickly to keep the business running: “Don‘t wait, and make sure they’re deep enough that you only have to do it once." a marketing company that was started in 2004.

Small Business 98

Small Business Acquisition Decision-making Healthcare 98

Corporate Visions

DECEMBER 12, 2019

When Sales Enablement first showed up in the B2B enterprise, the role became a sidekick to the in-person, acquisition-focused selling conversation. In fact, it’s more convoluted than ever, handoffs are less defined, and buyers are struggling to make sense of their options. Sales Enablement has the opportunity to evolve in a big way.

Acquisition 90

Acquisition Decision-making Sales B2B 90

Corporate Visions

AUGUST 6, 2020

Those campaigns generated interest, but at some point, there was always that handoff to Sales, who would ultimately guide the buyer toward a decision. In other words, nearly two-thirds of your buyers’ decision-making process was happening without any input from your sellers. Then, several years ago, it all started to change.

Marketing 90

Marketing Suppliers Decision-making Sales 90

Hubspot Sales

SEPTEMBER 14, 2020

The practice — leveraging digital mediums like email, video, and social media to facilitate customer acquisition — has multiple facets, including elements related to sales. It's separated into three stages: awareness, consideration, and decision. Make sure your social media profiles are fully fleshed out. Image Source: HubSpot.

Digitalization 137

Digitalization Marketing Media Facilitation 137

Miller Heiman Group

APRIL 2, 2019

Were there any events in the news, such as mergers or acquisitions? Don’t forget that individuals make decisions, not organizations, so it’s important to maintain relationships with key players. Make Sure Your Value Proposition Is Mutually Beneficial. Make your value proposition mutually-beneficial.

Account Management 110

Account Management Value Proposition Management Suppliers 110

Mike Kunkle

MAY 11, 2022

Understanding general buyer personas and buyers’ journey or buying processes, including challenges, opportunities, impacts, needs, objectives, priorities (COIN-OP), decision process, decision criteria, decision roles, desired outcomes with metrics and measures, and consideration of both the decision makers’ business and personal needs.

Co-Creation 130

Co-Creation Sales Sales Training Decision-making 130

Hubspot Sales

APRIL 6, 2020

Inbound sales benefits buyers at each stage of the buyer process: awareness , consideration , and decision. Train the sales team by making them wear customers’ shoes. Today, a large part of our training program involves making reps create their own website and blog and then drive traffic to it. Demand Generation. Time to track!

Sales 144

Sales Decision-making CRM Value Proposition 144

Clarity Engagement Solutions

NOVEMBER 9, 2020

Because the changing dynamics make it more complex day by day. – The effect of merger and acquisition activity. 3 CRITICAL INSIGHTS THAT CANNOT BE IGNORED. Pharmaceutical commercial teams struggle to understand what is defined as healthcare customer “ecosystems”. – The rapid pace of change and innovation.

Supply Chain 91

Supply Chain Healthcare Suppliers Stakeholders 91

Hubspot Sales

SEPTEMBER 22, 2020

Sales leaders are increasingly making critical decisions based on metrics, not observations. They have been cobbled together over years of mergers and acquisitions, leaving sales operations professionals with the unenviable task of knitting together data from multiple systems that weren't originally built to work together.

Software 126

Software Software CRM Sales 126

Hubspot Sales

SEPTEMBER 26, 2022

Because the "ideal customer" differs from company to company, it doesn't make sense to use the same scoring criteria as everyone else. They indicate who is most likely to convert, how they typically make purchasing decisions, and what messages are most effective. 22% say its detailed analytics and reports.

CRM 119

CRM Prioritization Sales Acquisition 119