ProlifIQ

NOVEMBER 7, 2024

Salesforce Account Plans – Using Your CRM To Drive Strategy Salesforce account plans are a powerful feature within the Salesforce ecosystem, designed to streamline and enhance strategic account planning for B2B sales and account management professionals.

Account Planning 52

Account Planning Account Management Decision-making CRM 52

Red Star Kim

OCTOBER 25, 2023

CogniClick is a nifty system (backed by an expert team) to enable you to conduct fast, quick polls and pulse surveys amongst your clients and stakeholders and to also develop maturity assessments and similar thought leadership content. It integrates with most CRM and email automation systems. White Papers) for lead generation.

Banking 130

Banking Artificial Intelligence Cybersecurity Key Account Management 130

Hubspot Sales

APRIL 22, 2021

This leaves stakeholders across operations, finance, and sales without a scalable, automated solution and causes frustration among reps when their paychecks don’t match expectations due to mismatched spreadsheets. They saw many of these challenges in their 25+ years combined experience in front office and back office sales leadership.

Finance 118

Finance Value Proposition Sales Leadership CRM 118

SBI Growth

JANUARY 12, 2013

They implemented the best new CRM system. CRM Data Integrity Issues - this client didn't reinforce process usage. Many customers in the CRM system only had 1 or 2 contacts listed. Integration into CRM – determine how the two systems will work together. Before investing in a new CRM. Here are a few examples.

CRM 134

CRM Sales Leadership Stakeholders 134

DemandFarm

MARCH 31, 2025

In the past, account managers spent significant time on manual tasks like logging customer interactions, scheduling meetings, updating CRM records, and manually tracking stakeholder engagement. Providing AI-driven insights into account health, whitespace opportunities, and stakeholder influence, enabling proactive decision-making.

Account Management 40

Account Management Key Account Management Management Account Planning 40

Hubspot Sales

SEPTEMBER 22, 2020

The CRM solutions that dominate today's market are bursting at the seams with counter-intuitive features, leaving busy salespeople with a seemingly endless list of tools to learn in an already bloated platform. The Five Sales Stakeholder Relationships. This is not the career any salesperson signed up for. The Customer Relationship.

Software 126

Software Software CRM Sales 126

ProlifIQ

MARCH 7, 2025

Limited Visibility into Stakeholders Continuously update customer objectives and track progress in real-time. A Better Way: CRM-Integrated Account Planning With the right CRM tools such as ZoomInfo , Gong, Fathom, or Clay account data stays updated in real-time.

Account Planning 52

Account Planning Telecommunications Sales Stakeholders 52

Red Star Kim

AUGUST 7, 2023

Raya Blakeley-Glover, Global Head of Business Development – Markets and Business Relationships, Bird & Bird Amanda Afful, Senior BD Executive, Bird & Bird (Moderator) Employee communications There was a discussion about the importance of internal communication for stakeholder engagement and buy-in.

Communication 130

Communication Management Value Proposition Stakeholders 130

Nutshell

JANUARY 2, 2025

Customer relationship management (CRM) system Computer-aided design (CAD) software Building information modeling (BIM) software Rendering software for architects Architecture accounting software Document management tools for architects Architect business suite software Image editing software for architects Which CRM has the features you need?

Software 62

Software Software CRM Construction 62

Red Star Kim

SEPTEMBER 6, 2022

I haven’t reviewed a book on the topic of internal communication and yet it’s a vital element of marketing, branding, organisational culture, change management and leadership. The model covers both the impact of the leadership team and individual styles. So here’s a book review: Influential internal communication by Jenni Field.

Communication 130

Communication Facilitation Leadership Remote Working 130

DemandFarm

JANUARY 12, 2025

Responsibilities : Building dashboards, uncovering trends in customer behavior, and providing actionable insights to leadership and teams. Responsibilities : Implementing and maintaining CRMs, automation software, analytics tools, and ensuring data accuracy and flow between systems. Track team productivity metrics.

Key Account Management 52

Key Account Management Account Management Decision-making Prioritization 52

Upland

SEPTEMBER 1, 2023

These tools are a centralized repository where relevant information about individuals, key stakeholders, potential opportunities, next steps, and more can be accessed. This approach extends beyond the sales department to include marketing, customer support, and other key stakeholders.

Decision-making 195

Decision-making Stakeholders Customer Experience CRM 195

DemandFarm

DECEMBER 12, 2024

Decision-makers switched roles faster than you could update your CRM. 2024 brought its share of wins, misses, and lessons like you were in speed-dating with stakeholders. Offline Reviews (Smart Exports): Enables users to export account plans to share with peers or leadership, ensuring a comprehensive feedback loop.

Key Account Management 52

Key Account Management Account Management Stakeholders Account Planning 52

Showpad

SEPTEMBER 1, 2020

You learned about the three critical success factors of enablement , how to l everage sales enablement for digital transformation and how your leadership is required to lead through change. One critical success factor is meeting your expectations as an executive stakeholder or sponsor.

Sales 132

Sales Onboarding Stakeholders Leadership 132

SBI Growth

JANUARY 24, 2013

All this requires seamless coordination between sales and marketing leadership, field sales, and strategy. Give Leadership What They Want. Give Leadership What They Want. Sales Leadership. Go deep and ask leadership what metrics their boss asks them about most often. Likely your reporting hasn't evolved.

Organization 118

Organization Marketing Facilitation Sales 118

Sales Outcomes

MAY 1, 2023

Today, an organization’s CRM is as essential as billing, inventory, ERP, or other IT systems. If the leadership team and users are frustrated by the value they receive from the CRM system, it may be time for a CRM adoption “get-well plan.” 2 – Rethink CRM Leadership.

CRM 52

CRM Leadership Prioritization Finance 52

Red Star Kim

AUGUST 31, 2023

There are case studies of thought leadership, branding, pricing and strategy. Mazars C-suite barometer 2023 – Mazars – United Kingdom Although not specific to professional services, there was a helpful article on unlocking thought leadership through great interviews in June – with insights from former FT and Times writers.

Marketing 130

Marketing Leadership Government Logistics 130

Arpedio

JANUARY 22, 2025

More precisely, technology solutions for ABS should provide the tools needed to identify, engage, and close deals with high-value accounts, ranging from Customer Relationship Management (CRM) systems to advanced analytics and automation tools. CRM for ABS A robust CRM system is the backbone of any ABS strategy.

Decision-making 52

Decision-making CRM Account Planning Prioritization 52

Hubspot Sales

DECEMBER 1, 2020

Remembering who each of these stakeholders are, their roles and responsibilities, and relationship to the decision-maker can be even more difficult. Of course, there will be other times when you want to remember something later or share a helpful comment to a colleague or stakeholder in another department. Attendance. Private Notes.

Meetings 143

Meetings Decision-making Stakeholders Sales 143

DemandFarm

DECEMBER 27, 2024

Sales management today demands more than ever beforeits a delicate balance of leadership, technology, and insight. As Peter Drucker once said: Management is doing things right; leadership is doing the right things. This allows managers to coach their teams on navigating complex stakeholder dynamics with precision.

Sales Management 40

Sales Management Management Decision-making Negotiation 40

Red Star Kim

JULY 22, 2022

At this point there’s some guidance on achieving buy-in (share the purpose, gauge the response, involve key stakeholders, deal with resistance and reward ownership). Winning team mentality Five factors are: buy-in, leadership, ownership, face-to-face meetings and visible progress. CRM system. Part Three – Build your assets.

Digitalization 130

Digitalization Marketing Construction Publishing 130

ProlifIQ

NOVEMBER 9, 2022

What Sellers need from Sales Leadership: If you want to be successful as a sales leader, it’s important that you set your team up for success by providing them with the resources they need to succeed. What Sales Leadership needs from Sellers: And now the inverse. executives in marketing, sales, customer success, etc).

Leadership 52

Leadership Account Planning Sales Leadership Stakeholders 52

Hubspot Sales

MARCH 18, 2019

A KAM needs leadership abilities to guide her team members (which might include a salesperson, marketer, technical support, implementation and/or onboarding specialist). Not only do KAMs find ways to address the client's challenges and opportunities, but they also create and present reports about the client's progress to key stakeholders.

Key Account Management 143

Key Account Management Account Management Management Account Strategy 143

Hubspot Sales

OCTOBER 1, 2021

After all, there is a ton of risk (and more than a few stakeholders) involved in a single transaction. Top-notch team leaders like Debra focus on training agents to be unparalleled sources of intel for their prospects, providing regular updates on the market via a simple, focused CRM which also helps ensure agents are following up with leads.

Decision-making 126

Decision-making Leadership Stakeholders CRM 126

Hubspot Sales

FEBRUARY 13, 2025

Clarify the steps and stakeholders involved in decision-making. For leadership, SPICED delivers the added benefit of consistent reporting across teams. This consistency empowers leadership to make informed decisions and align strategies more effectively across the organization. Identify specific pain points and frustrations.

Decision-making 52

Decision-making Sales Prioritization CRM 52

Hubspot Sales

FEBRUARY 9, 2018

We follow the same process with outbound leads, but it often takes a little longer because the rep may need to do discovery and demo with multiple stakeholders. Our VP of Marketing and Demand Gen teams also meet with our sales leadership about once a week. Sales Team. We discuss strategy, successes, and what's not working.

Sales 106

Sales Sales Leadership Stakeholders Decision-making 106

Insightly

OCTOBER 5, 2021

Marketing, customer success and support, product development, finance, and a myriad of other stakeholders play important roles in the customer experience. Once leadership agrees that the customer experience is a top priority, it’s time to develop a shared vision of the ideal pre-sale and post-sale experience.

Customer Experience 98

Customer Experience Customer Success CRM Innovation 98

Insightly

APRIL 15, 2021

Get buy-in from leadership. Before you make any major changes to your sales process, it’s important to communicate your vision and gain leadership’s buy-in. . Getting buy-in from leadership may not be an easy task, especially when your sales and marketing teams are not aligned. Be ready to make your best sales pitch!

Decision-making 98

Decision-making Sales Brainstorming Leadership 98

Insightly

NOVEMBER 1, 2022

CRM Models: How They Can Boost Customer Profitability. You’ve heard of CRM software, but are you familiar with CRM models? What Is CRM? The term customer relationship management (CRM) refers to a combination of methodology and technology that establishes how companies handle customer data.

Profitability 52

Profitability CRM Value Proposition Customer Experience 52

Hubspot Sales

DECEMBER 10, 2019

Honing in on the most valuable accounts and customer stakeholders has helped me accelerate B2B sales at each of these. You’ve mapped out the specifics of your ideal customer, the personal motivations of the stakeholders -- now where do you go from here? Record all information in your CRM. Thanks in advance, Janet.

Manufacturing 133

Manufacturing Media Prioritization Sales 133

Insightly

JULY 26, 2023

Sales stages are often pre-defined within popular CRM platforms like Insightly , HubSpot or Salesforce, which provide a standardized framework for managing opportunities. Sales pipeline stage activities and tasks Your CRM may also associate Activity Sets with pipeline stages. A sales manager will use many tools to manage the pipeline.

CRM 52

CRM Management Sales Decision-making 52

Agile CRM

MARCH 11, 2021

CRM (customer relationship management) refers to systems used by companies to manage current and potential customers and use the data obtained to build customer relationships, which will in turn increase sales. CIO magazine reported that approximately a third of all CRM projects fail. Qualities of a good CRM tool.

CRM 52

CRM eCommerce e-Learning Healthcare 52

Hubspot Sales

JULY 1, 2019

Instead of one salesperson targeting a single contact within a company, an entire team is dedicated to targeting multiple stakeholders at the prospective customer’s company. The product team uses insights from customer stakeholders to plan new features and develop potential use cases. Who Should Use Account-Based Selling? Market share.

Stakeholders 100

Stakeholders Sales Finance Decision-making 100

Upland

NOVEMBER 27, 2023

At this phase, places as accessible as company websites and LinkedIn feeds are your friends, as well as data captured in your CRM. Have there been any recent changes in executive leadership? Do your research: Research is the name of the game. When gathering business insights, ask: What are this organization’s major markets?

Account Planning 195

Account Planning Suppliers Decision-making Leadership 195

Insightly

MAY 5, 2023

One of the most powerful tools at your disposal for improving customer experience is a CRM, or customer relationship management, system. A CRM is a software tool that helps businesses manage their interactions with customers, prospects, and other contacts. While CRM and CX are clearly not the same thing, they are closely related.

Customer Experience 52

Customer Experience CRM Communication Prioritization 52

Apptivo

APRIL 21, 2021

The role of project managers has evolved from simple monitoring to strategic leadership. To accommodate the changing business ecosystem, the Apptivo CRM and Project Management combined Software has advanced with the changing trends for a better user experience, easy tracking of milestones, and timely delivery of services.

Management 97

Management Artificial Intelligence CRM Software 97

Hubspot Sales

APRIL 15, 2020

Using tools such as your CRM or RevenueGrid can help your team understand and maintain your bottom line from anywhere. If you can’t show your thought leadership through events, why not do it by publishing your own audio, written content, and videos instead?

B2B 135

B2B Supply Chain Sales Digitalization 135