article thumbnail

40+ CRM Custom Field Ideas For Your Business, Based on Industry Type

Nutshell

Plus, if youre wondering what specific information you may need to capture in a custom field, weve compiled a list of common information needed in 10 different industries that you could swipe or use to brainstorm your own. Marital status ( Decision list ) : Family status affects industries such as healthcare or insurance companies.

CRM 62
article thumbnail

New Product Launch – Identifying the Right Promotional Channels

SBI Growth

What happens in the next sixty days will make the difference. Make sure you have the right promotional channels for your product launch. That makes sense to repeat what works. I needed to give it a sniff test to make sure it was capable of driving the inquiries required for success. Your new product launch is on schedule.

article thumbnail

Persona Ecosystem – High Impact Exercise to Dial-in your 2013 Marketing Plan

SBI Growth

The collective environment of thought leaders, influencers, communication channels and possible touch-points that surround a prospect makes up their ecosystem. Gain access to the Free Persona Ecosystem template and guidance by participating in the Make the Number Tour. Align multiple Personas within a single buying decision.

article thumbnail

What Are the Positive Effects of Strategic Thinking?

CMOE

While strategic thinking does not guarantee business success, it does put organizations in an advantageous position to gather information, solve problems, and make informed decisions. This approach not only improves creativity but also leads to more sustainable and effective business decisions.

article thumbnail

The Art Behind Becoming a Strategic PMO Leader

Planview

To make resource management more approachable, we categorize resource needs into one to two hours per week, three to seven hours per week, and eight or more hours per week. We recently discovered that tools like RAPID , with roles like recommender and decider, speed up decisions and remove bottlenecks.

article thumbnail

How Do You Know If Someone Is a Strategic Thinker? How to Identify One

CMOE

They personify valuable skills that make a difference in any industry or organization. They make data-driven decisions. Gut feelings shouldnt be ignored altogether, but analyzing relevant information leads to smarter, more informed decisions. ENTJ : The Decisive Strategist finds a way forwardno matter what.

article thumbnail

Help: How Do I Ask For Referrals From Existing Clients?

Account Manager Tips

84% of B2B decision-makers start the buying process with a referral. 61% of customers make at least one referral. Happy customers will refer you, so make a shortlist of those who know have had a positive experience. Scan your client's organization chart for influential people and decision-makers. External networks.