Remove Acquisition Remove Facilitation Remove Stakeholders
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AI in Account Planning & Opportunity Management

ProlifIQ

Also include any recent leadership changes, acquisitions, or other significant events. By leveraging AI, you can provide all stakeholders with a consistently excellent product, regardless of the individual account executive’s commitment or diligence.

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Salesforce Account Plans In 2025

ProlifIQ

Org management – Try Our Interactive Demo Below Stakeholder Mapping is the process of visually representing the potential stakeholders you need to work with. Common KPIs may include revenue targets, customer retention rates, new customer acquisition, market share growth, and customer satisfaction scores.

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The Software Standing Between You and a Winning Sales Team

Hubspot Sales

The way employees work is changing, and that change is being facilitated by tools like Slack and Zoom. 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
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Two Real-World Stories: Cultivating a Single Source of Truth

Planview

Each company is a trailblazer in evolving PPM to meet stakeholder needs and achieve strategic objectives. Both companies sought to streamline data and reporting while empowering their stakeholders, using a centralized enterprise PPM solution. Becton Dickinson: Marrying Apples and Skyscrapers. This gave them skin in the game.

Finance 98
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Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)

Red Star Kim

We spent some time on mission and value statements (looking at examples from other private client teams) – and how they are formed through analysis and discussion with stakeholders. One delegate’s firm had recently merged and integration was a priority. Two tools were provided to assist with this. The need to include purpose (i.e.

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The Proactive M&BD Executive – Culture shock, marketing models, fee-earner engagement, qualifications and social media

Red Star Kim

Just before Easter I spent a day facilitating the popular PM Forum training workshop “The Proactive M&BD Executive”. RACE by Dave Chaffey) focus on customer acquisition (Reach, Act, Convert, Engage). Traditional marketing models (e.g.

Media 100
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PM Conference Report 2022: Strategy implementation, Employer Value Propositions (EVP), Storytelling and Client Feedback

Red Star Kim

With introductory neuroscience lessons (“sensing, meaning, action”) and illustrations of cognitive bias, there was a fantastic example showing how a role play story was used instead of a pitch to win an acquisitive media client using an inciting incident and escalation.