Maximize ROI in Finance Operation
Aepiphanni
JUNE 19, 2024
To capture a positive ROI in their finance operations, growth stage companies must address both compliance and strategic financial considerations
How to Scale Account Management for Business Growth with Calin Muresan
Account Manager Tips
JULY 27, 2020
In between finance, in between project management, delivery. There should be a level of standard because it brings a level of quality or continuity and it actually makes it easier for Netguru to work with our department because our department naturally falls between others.
10 Ways To Finance Your Business
Aepiphanni
MARCH 16, 2021
Unstable finances cause a great deal of stress on business owners, not to mention having to address the various concerns if they have employees on the payroll. Deciding whether to find financing for one’s business and how to choose the best option can be challenging. So many alternatives… but which one should you choose?
Finance 
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How You Can Use Financial Intelligence to Unlock Business Growth w/Henry Daas Ep#118
Strategic Planning and Management Insights
SEPTEMBER 15, 2021
Henry Daas is an Entrepreneurial Coach, Personal Finance Coach, and the author of FQ: Financial Intelligence , a 432 page book that explores every aspect of personal finance.
The Ultimate Guide to Building a Team for Black Business Owners
Hubspot Sales
MAY 25, 2021
Learn how they’ve grown or scaled their businesses, explored entrepreneurial ventures within their companies, or created side hustles, and how their stories can inspire and inform your own success. Small business owners are known for doing it all: marketing, finance, operations, sales, project management, admin, HR, and more.
Finance 136
136 
40+ CRM Custom Field Ideas For Your Business, Based on Industry Type
Nutshell
MARCH 19, 2025
Fax number ( Number ) : Fax is still widely used in industries such as legal, finance, and healthcare. Create customized fields with Nutshell CRM custom fields are a boon for businesses with unique goals and needs. Create it in Nutshell! Birthday ( Date ) : Send personalized messages and gifts to your customers.
CRM 62
62 
29 Tools & Resources for Today's Entrepreneur
Hubspot Sales
APRIL 23, 2021
Xero is for accountants, bookkeepers, and small business owners who need help managing finances. With products catered to small business owners, accounts, and bookkeepers, you can stay lightweight on features or get into the heavyweight financials with tax and reporting compliance. Small Business Administration.
Small Business 126
126 
What Is An Account Development Manager? (And How to Become One)
Hubspot Sales
AUGUST 17, 2020
While many companies are hyper-focused on making the sale, building lasting relationships with customers is an essential aspect of achieving sustainable business growth. Education — Individuals in this role often have a bachelor’s degree in a field of study such as business administration, marketing, or advertising.
How Support Teams Can Improve Customer Retention
Help Scout
MAY 12, 2021
In this article, we discuss the role of support teams in retaining customers and show how to combine high-quality, empathetic customer service with a deliberate focus on business growth. Your finance team, who may be involved with larger account billing. What is customer retention and how is it measured? Your sales team.
Finance 117
117 
How to Distribute Equity for Your Startup
Hubspot Sales
FEBRUARY 7, 2020
As you determine how much equity to award employees, you may want to take into account how many team members you plan to hire, your employee’s level of experience, and your company’s financing timeline. Ideally, employee equity should incentivize employees to stay with your company and contribute to business growth and success.
Investors 142
142 
The Ultimate Guide to Sales Projections
Hubspot Sales
SEPTEMBER 13, 2023
Sales projections provide important data that helps business leaders make informed decisions about product pricing, finances, staffing needs, marketing strategy, and sales processes. Business teams usually have more confidence in these decisions because they’re not made on a whim. Collaborate with various business departments.
Sales 115
115 
Management Consulting: What It Is & How to Succeed in It
Hubspot Sales
DECEMBER 2, 2019
Many management consultants have a bachelor’s degree in fields of study such as business administration, finance, economics, or communications. Some employers prefer to hire candidates who have a master’s in business administration (MBA). For management consultants, there is no singular path for landing the role.
A new era of conversational CRM connects customer conversations across your business
Zendesk
MAY 11, 2022
68 percent of business leaders also recognized a direct link between employee service and business growth. It’s always been our goal at Zendesk to create easy, modern experiences so that business growth isn’t limited by the systems we use. Today, many SaaS platforms have become the new legacy systems.
CRM 98
98 
What is Enterprise Resource Planning (ERP)
Apptivo
APRIL 27, 2022
When most of the organization’s data resides in the ERP system, it provides an accurate report across businesses of the organization. Each module depicts a specific business function and provides data that supports the processes. The Finance and accounting module. Manages the general ledger and automates key financial tasks.
Supply Chain 98
98 
4 Bootstrapped Businesses That Are Seeing Phenomenal Success Today
Hubspot Sales
MAY 9, 2019
Then, once the business is more established, some entrepreneurs accept outside investment and funding. With bootstrapping, you are in control of all finances because it's your money that's being used to fund business activities. A mindset like this is necessary when bootstrapping a business. Advantages. Financial Control.
Investors 104
104 
5 Pitfalls of Rapid Growth and How to Avoid Them
CMOE
AUGUST 26, 2020
While some businesses manage to transition from niche to mainstream by scaling with ease, others struggle to maintain their identity and high standards of customer service—and eventually, their profits. Lack of a business-growth strategy. When it comes to coping with rapid business growth, your people are your power.
Onboarding 76
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How Culture and Language Impact Selling
Revenue Storm
FEBRUARY 14, 2023
The audience was a group of executives who came from the finance side. The salesperson spoke about all the ins and outs of their product, missing any ties to the financial impact to the client’s business. The client appeared to nod, expressionless, and said nothing. They did not care about or watch American Football.
Meetings 78
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Find the right CRM Strategy for your Industry
Insightly
SEPTEMBER 19, 2023
A well-crafted strategy for your CRM for consulting firms can help to streamline their operations, enhance client engagement, and drive business growth. CRM is an essential tool for consulting firms seeking to strengthen client relationships, streamline operations, and drive business growth.
CRM 52
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Find the right CRM Strategy for your Industry
Insightly
SEPTEMBER 19, 2023
A well-crafted strategy for your CRM for consulting firms can help to streamline their operations, enhance client engagement, and drive business growth. CRM is an essential tool for consulting firms seeking to strengthen client relationships, streamline operations, and drive business growth.
CRM 52
52 
RevOps vs FinOps: Understanding the key differences and why they matter
PandaDoc
MARCH 17, 2025
At first glance, revenue operations (RevOps) and financial operations (FinOps) may seem like completely different functionsone focused on driving revenue and the other on managing finances. But in reality, RevOps and FinOps overlap, and they both exist to make businesses run smoother and operate more efficiently.
Finance 52
52 6 Steps To Create Your Company’s Financial Plan
Aepiphanni
MARCH 23, 2021
According to the BDC, business financial plans provide “a tool for monitoring your finances, allowing you to gauge your progress and quickly head off trouble.” Arrange financing. Here are the six steps they mentioned: Review your strategic plan. Develop financial projections. Plan for contingencies. Monitor Results.
Finance 40
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What Sales Enablement Leaders Need to Know About Sales Transformation
Miller Heiman Group
JANUARY 9, 2020
You’re all in this boat together, so create an open dialogue that supports a continuous feedback loop from all stakeholders, from sales leaders and the C-suite to finance, legal and more. Be prepared to articulate why you want to make the changes you’re making and why it’s important to keep moving forward.
Sales 63
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Sales Enablement vs. Sales Operations: Key Differences
Arpedio
JANUARY 3, 2024
They work in close collaboration with other departments, such as marketing and finance, to align strategies and achieve sales objectives. They also collaborate with finance to ensure accurate forecasting and budgeting, as well as to identify areas where revenue can be maximized.
Sales 52
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Your MarTech Stack: six changes to expect in 2024
Insightly
JANUARY 10, 2024
The first guest is Lindsay Cordell, helps businesses make go-to-market simple as an industry analyst and founding partner at GTM Partners. Chip’s second guest is Jay Baer, a business growth and customer experience strategist and researcher, and author. For the rest, the IT or finance departments tried to manage costs down.”
Finance 52
52 Salesforce contracts, explained: 7 things you didn’t know were in your Salesforce user agreement
Nutshell
OCTOBER 1, 2019
It’s an extremely effective method for attracting new customers while guaranteeing future business growth, so it’s no surprise to learn that some Salesforce customers have experienced similar situations. Salesforce seems to have a solution to almost every business need, from sales and marketing to finance.
Negotiation 99
99 Why Dreamforce Matters: Even if you don’t use Salesforce CRM
SBI
SEPTEMBER 11, 2012
Even if—or rather especially if—you’re a small or medium-sized company, this is the best opportunity to step outside of your day-to-day operations and learn about the technologies and trends that are impacting your business. It’s an event we never miss for those very reasons.
CRM 48
48 
The 5 Best CRMs for Zapier Integration
Nutshell
MAY 20, 2024
Zoho CRM Pricing: 4 plans, starting at $12 per user per month, with a 15-day free trial available Zoho is renowned for its various web-based business software solutions, including marketing, service, collaboration, finance, legal, security, and sales apps. Zapier is one of the many integrations on offer.
CRM 71
71 
How to grow your independent agency, with Agencynomics co-author Peter Hoole
Account Management Skills
NOVEMBER 15, 2021
I chat to ‘Agencynomics’ co-author, Peter Hoole , about some common challenges faced by agency owners today, when it comes to business growth. – what point in the agency’s revenue growth does an agency typically employ their first account manager? Can I meet the finance manager is he going to come in present?
Finance 52
52 
The 22 Best Business Coaching Websites You Need to Check Out This Year
CMOE
FEBRUARY 24, 2023
Small Business Coach’s blog is a valuable resource, covering everything from small business loans to lead generation to crafting the right marketing budget.
How AI Can Help Forecast Your Budget — Tips and Tricks You Need to Know
Hubspot Sales
DECEMBER 13, 2024
If youre anything like me, business forecasting spreadsheets play too much of a role in your finances. I wanted to learn everything I could about budgeting and forecasting financials and, importantly, bring AI into that mix to see if it could save time and enhance my view of my business.
The 5 Best CRMs for Zapier Integration
Nutshell
MAY 20, 2024
Zoho CRM Pricing: 4 plans, starting at $12 per user per month, with a 15-day free trial available Zoho is renowned for its various web-based business software solutions, including marketing, service, collaboration, finance, legal, security, and sales apps. Zapier is one of the many integrations on offer.
CRM 62
62 
RevOps vs SalesOps – what’s the difference? Understanding revenue and sales operations
PandaDoc
AUGUST 23, 2024
Scope Encompasses sales, marketing, customer success, and sometimes finance operations. It’s a longer-term approach meant to uplift the brand image and ensure sustainable business growth. Primarily focused on supporting the sales team and optimizing the sales process.
Sales 52
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6 Questions To Ask Yourself When Deciding To Outsource
Aepiphanni
APRIL 29, 2021
Analyzing the financial state your company is in, the type of resources you have available, how your corporate finances look, and the type of income on the way is important to determining if you can afford to outsource. If you’re light on cash, with few income opportunities, then it’s going to be tough to consider outsourcing tasks.
Onboarding 45
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What are the benefits of a CRM?
Insightly
AUGUST 25, 2022
In most cases, a CRM serves as the single source of truth for any data related to your business and its customers. . The short answer: A CRM organizes data, improves sales, enhances service, and drives business growth by focusing on customer relationships. . What Exactly Does a CRM Do? Powerful Automation.
CRM 52
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How can agencies make client relationships more profitable?, with Chris Merrington
Account Management Skills
JANUARY 11, 2022
Business growth consultant, Chris Merrington , shares some golden nuggets of advice about how agencies can be more commercially savvy. The world has been taken over by Finance Directors who want to know, what’s the return on investment? Talk to your own finance director about how best to present your financial information.
Dec 07 – Customer Success Jobs
SmartKarrot
DECEMBER 7, 2022
Build strong relationships of trust & collaboration across internal key functions, including Sales, Product, Engineering, Finance, Legal, HR, and Marketing. Partner with other customer-facing organizations to develop strategies and execute plans that maximize business growth, consumption, customer retention, and account expansion.
Jan 06 – Customer Success Jobs
SmartKarrot
JANUARY 6, 2022
Identify opportunities to up-sell and drive new business growth through greater advocacy and reference-ability. Be the customer’s voice across teams by partnering with Sales, Marketing, Product, Professional Services and Finance Teams. Increase renewal rates and reduce churn.
What Is Augmented Intelligence? How Can It Help in Customer Success & Account Management?
SmartKarrot
DECEMBER 5, 2022
An improved customer experience is a key to business growth. Improves the pace of decision-making by providing their human partners with affordable solutions to the problems that arise in day-to-day business. The traditional system provides historic data on your finances.
Adopting artificial intelligence in your sales process
PandaDoc
OCTOBER 3, 2023
Calculate ROI and budget for AI implementation Conducting a detailed cost-benefit analysis is crucial in building the business case for AI investment and setting realistic expectations on ROI. Get help from finance teams or external experts to estimate expenses accurately.
Reasons That Make Customer Success a Must to be Represented at C-Suite Level
SmartKarrot
OCTOBER 29, 2021
This is where a CCO can help the finance department maintain these records. The next task is to ensure a maximum number of renewals that result in business expansion. He/she can align different departments like the product, sales, marketing, and finance with customer success. This is where CCO can become a key figure.
Mar 03 – Customer Success Jobs
SmartKarrot
MARCH 3, 2021
Escalates needs across product, engineering, marketing and finance teams to ensure client needs are met. Escalating needs across product, engineering, marketing and finance teams as appropriate. Drive new business growth through greater advocacy and reference-ability.
What Is 360-Degree Customer View: Why and How to Leverage It for Customer Success
SmartKarrot
NOVEMBER 26, 2020
So, what’s the solution towards that and how can you leverage them towards business growth. A quick example of that could be targeting only the finance professionals from the bay area for a particular product that meets their need. We will see all that in detail in this blog. But let’s start with the definition of this concept.
Oct 23 – Customer Success Jobs
SmartKarrot
OCTOBER 23, 2020
Drive new business growth through greater advocacy and reference-ability. You will lead the Customer Support function to continue to meet the demand of the growing partner base as the business scale up and growth needs. Also, align with finance and the management team on key metrics and objectives.
May 24 – Customer Success Jobs
SmartKarrot
MAY 24, 2021
Helping drive new business growth through greater client advocacy and referrals. Coach, mentor and train direct reports and other teams from sales, implementations, product, support and finance to help the customers reach their business goals as one team.
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