Mike Kunkle

APRIL 8, 2023

(Although, in complex B2B opportunities, especially with longer sales cycles, qualification – like discovery – may be ongoing, because new stakeholders are introduced, others leave, budgets shift, and in general, things change.) They should be well documented in your CRM, preferably with a scoring system.

B2B 243

B2B Sales Decision-making Stakeholders 243

Upland

AUGUST 25, 2023

An influence map is a visual tool that helps you identify and understand the stakeholders who have a say in your project or decision. It can be used to: Identify the key stakeholders who need to be engaged in order to achieve your goals. Understand the relationships between stakeholders and how they influence each other.

Stakeholders 195

Stakeholders Decision-making Sales Leadership 195

Whetstone

JUNE 12, 2023

Engaging Internal Stakeholders in Strategic Accounts Introduction : No one questions the critical importance of effective stakeholder engagement in managing strategic accounts. However, the critical importance of internal stakeholders is often overlooked until it’s too late.

Stakeholders 52

Stakeholders Account Management Decision-making Finance 52

Hubspot Sales

JUNE 24, 2021

They have an ideal result that they're trusting a firm and its stakeholders to achieve. Scope creep occurs when those stakeholders wind up adding additional functions, features, requirements, or other unauthorized work as a project progresses. Differences in Stakeholders' Opinions. Document all project requirements.

Stakeholders 132

Stakeholders Leadership Decision-making Communication 132

Hubspot Sales

DECEMBER 1, 2020

Of all the differences between selling in a remote organization and being a part of an office space, the challenges of complete and transparent communication are some of the few similarities that persist. Keeping a record helps clear up confusion down the road and allows for transparency and alignment for all stakeholders. Attendance.

Meetings 143

Meetings Decision-making Stakeholders Sales 143

Hubspot Sales

JANUARY 11, 2021

The good news is that B2B sales tools exist to simplify these processes by 1) streamlining and automating sales tasks , 2) making collaboration simple, and 3) ensuring reps have the appropriate resources to communicate with and convert prospects. Troops is revenue communication software for sales, customer acquisition, and customer success.

B2B 143

B2B Sales CRM Banking 143

PandaDoc

SEPTEMBER 4, 2024

Sales document automation solutions are software tools set to streamline the creation, management, and distribution of sales documents. In step with the explosion of AI integrations, such growth is no surprise considering the value document automation brings to sales reps.

e-Learning 52

e-Learning Artificial Intelligence Sales Software 52

SBI Growth

JANUARY 26, 2014

This post discusses which stakeholders to involve. Also, what is expected of those stakeholders. Also, this downloadable, free tool ( The Stakeholder Scheduler ) is what you need. It outlines the stakeholders and their involvement for various sales force solutions. Not involving the correct stakeholders.

Stakeholders 117

Stakeholders Sales Finance B2B 117

Account Manager Tips

SEPTEMBER 29, 2020

1) Sales Intelligence: LinkedIn Sales Navigator (2) Appointment scheduling: Arrangr (3) Sales automation & engagement: Salesmate.io (4) Database: Airtable (5) Note taking: Milanote (6) Task Management: Todoist (7) Document Management: Bit.ai 7) Document Management: Bit.ai Table of Contents. (1) Conclusion. Click to Tweet. (1)

Key Account Management 130

Key Account Management Account Management Management Onboarding 130

Hubspot Sales

NOVEMBER 14, 2019

This is also the time to identify key stakeholders and roles and responsibilities to keep the activity on track. Next, your team should document the process as-is. As you document each step, make sure you also indicate who is responsible and how long each task takes. Now let’s walk through value stream mapping step-by-step.

Transportation 130

Transportation Manufacturing Suppliers CRM 130

Hubspot Sales

NOVEMBER 24, 2020

Again, you might include stakeholders from departments like sales, legal, product, and finance. Profit can tell you whether the data and insight from the stakeholders at your deal desk are actually paying off. So if you want to put a solid, productive deal desk together, you need to establish exactly what you want from it.

Construction 140

Construction Stakeholders Negotiation Profitability 140

Hubspot Sales

MAY 10, 2021

You need something known as an implementation plan — a document that covers most aspects of your project's blueprint and preferred trajectory. Everyone from management to lower-level stakeholders needs a comprehensive picture of what's going on, their specific responsibilities, and what to expect from the rest of their team.

Stakeholders 119

Stakeholders Banking Organization Communication 119

Mike Kunkle

FEBRUARY 5, 2023

Even on the far right, with disciplined workflows, it’s not easy, and often harder if an RFP or RFI process doesn’t allow open communication. Yet, it’s still documentable; still a process. This sliding scale and the difficulties inherent on both sides, is why many now cite the need for adaptability with sales process.

B2B 231

B2B Sales Decision-making Negotiation 231

Planview

JUNE 6, 2023

So how can you convince stakeholders to take a leap of faith and commit to switching platforms? In this blog, we’ll cover how to identify your key stakeholders affected by a new toolchain integration solution, how to present a solid business case, and why it’s time to swing for the fences and pitch an advanced solution.

Stakeholders 52

Stakeholders Digitalization Communication Profitability 52

Arpedio

OCTOBER 20, 2023

Understanding the power of a stakeholder matrix – A comprehensive guide Relationship Mapping Software ← Back to blog In the dynamic landscape of account management, understanding your clients’ needs, expectations, and concerns is paramount to building lasting and mutually beneficial relationships.

Stakeholders 52

Stakeholders Account Management Client Relationships Decision-making 52

Hubspot Sales

MAY 17, 2018

Email communication often leads to a very long email thread that’s difficult to keep up with. Every change to the contract requires you to modify the word document, save your changes, convert the document to a PDF, and attach and re-send to everyone involved. You can easily wrangle stakeholders. The good news?

Decision-making 111

Decision-making Stakeholders CRM Digitalization 111

DemandFarm

AUGUST 8, 2024

Stakeholder mapping isn’t just another box to check off on your project management to-do list—it’s your secret weapon for project success. By utilizing a stakeholder mapping template as the first step, you can effectively manage stakeholders and confidently communicate with them to move your new project forward.

Stakeholders 40

Stakeholders Decision-making Prioritization CRM 40

Red Star Kim

JUNE 27, 2023

I’ve taken on more responsibilities in the leading and strategy for campaigns, so would love to get more insight, measures of success and how to engage audiences more Best practice, strategizing, planning, getting stakeholders on board! What were the main takeaways for delegates?

Leadership 130

Leadership Management Stakeholders Communication 130

Hubspot Sales

SEPTEMBER 26, 2018

Account managers are responsible for maintaining client relationships and analyzing key information about the customer, their industry, stakeholders, and the competitive landscape to find “ white space.”. Though salespeople already have access to some stakeholders, it’s still crucial to build a plan. Analyze customer needs.

Account Management 104

Account Management Management Stakeholders Profitability 104

Red Star Kim

APRIL 11, 2023

Producing a great looking document or presentation really quickly is not a great strategy if the win rate isn’t improving. They listed all the key documents to deconstruct: the main document, pricing document, specification and supporting appendices (including policies).

Government 130

Government Innovation Meetings Finance 130

PandaDoc

AUGUST 29, 2022

The second is the sequence of actions both parties must adhere to in terms of adding any changes to the documents they’re negotiating. In a nutshell, there are restrictions regarding the online sharing of documents that contain people’s private information, and it is imperative that you and your team understand them completely.

Negotiation 98

Negotiation Decision-making Stakeholders e-Learning 98

Flevy

AUGUST 5, 2022

Research into the public documents of listed companies brings to light key data about these companies, their Strategies, and their Strategic Priorities. The public documents that were evaluated to identify Strategic Priorities for the study included: Fiscal year’s Form 10-K report. grow, improve, increase—or with a gerund—e.g.

Shareholders 109

Shareholders Investors Supply Chain Prioritization 109

Flevy

JULY 6, 2022

ABM systems facilitate the stakeholders in creating the most qualified leads, developing tailored purchasing journeys, enhancing the lifetime value of customers , and maintaining a healthy pipeline of promising accounts. ABM solutions calibrate Marketing and Sales units beyond the typical branding and lead generation strategies.

Marketing 109

Marketing Account Management Facilitation CRM 109

Hubspot Sales

NOVEMBER 22, 2023

Key features: Electronic Signatures: Send contracts, agreements, and other documents directly from your CRM. Document Tracking and Management: Track the status of your documents in real-time. Document Tracking and Management: Track the status of your documents in real-time.

CRM 116

CRM Decision-making Sales B2C 116

ClearPoint Strategy

SEPTEMBER 28, 2021

This phase is much more intensive at hospitals than at other organizations—there are more layers of stakeholders who need to sign off on every step of the process. Close: Properly conclude a project by creating a document that summarizes outcomes, deliverables, and lessons learned. Diverse Stakeholders. Communication.

Healthcare 98

Healthcare Management Government Stakeholders 98

Upland

SEPTEMBER 1, 2023

Regular team meetings, knowledge-sharing sessions, and open communication channels help distribute valuable insights across the sales team. These tools are a centralized repository where relevant information about individuals, key stakeholders, potential opportunities, next steps, and more can be accessed.

Decision-making 195

Decision-making Stakeholders Customer Experience CRM 195

ProlifIQ

MARCH 30, 2023

An account plan should be interactive and a living, breathing document used as a framework for the account. Key account planning drives the sales and support teams to document the stakeholders you will be working with. It drives accountability for reps to build relationships and multi-thread into other business units.

Account Planning 98

Account Planning Key Account Management Account Management Stakeholders 98

Hubspot Sales

MARCH 3, 2020

It’s up to you as the seller to communicate across teams, anticipate potential challenges and blockers, secure your next steps, and keep the buying committee updated along the way. Lastly, you have to hunt down the signer and anxiously refresh your inbox until the signed documents arrive, signaling a successful deal.

Management 115

Management Stakeholders Onboarding Decision-making 115

Peter Simoons

MARCH 26, 2021

These critical tasks including maintining trust, stakeholder management and deepening relationships on both sides. Communication with the partner (and internally) will become easier and more transparent when both parties have access to the same information source. What information do we manage jointly? allianceboard dashboard .

Management 98

Management Stakeholders Government Account Management 98

Upland

MAY 18, 2023

Sales maps for key accounts tend to be quite complex with many stakeholders. As they move through this process with their revenue team , it’s important that they document their findings and insights. This might look a little overwhelming at first – but never fear!

Key Account Management 195

Key Account Management Account Management Management Account Planning 195

Xant

MAY 13, 2021

Some constructs of field selling are canonical, like conference room meetings and stakeholder meetings. Field reps work to get stakeholders into one room, where the decision-making happens between the champion, boss, and the approver. Buyers are digitally native and frequent, asynchronous communications are the norm.

Sales 99

Sales Stakeholders Digitalization Construction 99

AchieveIt

MAY 22, 2023

Scenario 2: Your organization communicates the strategic plan to the team. The second example includes a communications plan, but it’s not doing what it’s meant to do — effectively communicate the “why” of your plan and “how” each individual is connected to its success. The same can be said for your internal communications plan.

Communication 52

Communication Government Meetings Organization 52

Mike Kunkle

AUGUST 30, 2023

This conundrum can breed skepticism, both within the enablement team (as mentioned above) and from the stakeholders in their organization. The ability to convey this vision can rally senior leaders and front-line stakeholders alike behind our initiatives. Build Alliances: Alignment doesn’t occur in a vacuum.

Leadership 130

Leadership Stakeholders Decision-making Sales Training 130

Agile CRM

MARCH 6, 2022

Project managers, stakeholders, and team members can use a project management system to keep track of spending and stay on budget while also providing quality management and documentation. They can also be utilised in businesses as administrative tools for collaboration and communication among project stakeholders.

Software 98

Software Software Management Stakeholders 98

Hubspot Sales

APRIL 26, 2021

Ideally, all of those actions — likely among others — will help shape a well-informed, data-backed preliminary design for a new process that stakeholders can get on board with. Every process that's run through a BPM plan is tracked and documented through detailed workflows that all relevant stakeholders can see.

Management 111

Management Construction Software Software 111

PandaDoc

SEPTEMBER 17, 2024

PandaDoc As an all-in-one document management solution , PandaDoc helps businesses of all sizes streamline their sales proposals, quotes, contracts, and more. Pros: Complete document lifecycle management in one place Supports document editing from Word, Google Docs, etc. Rich media drag and drop document editor 4.

Sales 98

Sales CRM Software Software 98

Hubspot Sales

JULY 5, 2022

A B2B sales flowchart is a document that shows the steps that each member of your team should take as a customer moves along the sales process. Involve all stakeholders in the process. Therefore, it’s essential to identify what stakeholders are involved in each stage of the sales process. B2B Sales Flowchart. Image Source.

B2B 115

B2B Sales Stakeholders Decision-making 115