Mike Kunkle

AUGUST 30, 2023

They must show that they can make an impact with enablement and move the needle on the metrics that matter most. But there is much an enabler can do to lead the change projects, garner the support needed, and continue to nudge, push, cajole, and lead the way to making a business impact. But it’s all about behavior change.

Leadership 293

Leadership Stakeholders Decision-making Sales Training 293

Red Star Kim

APRIL 11, 2023

In early April I facilitated another of MBL’s training workshops on “ Pitch Perfect – How to Prepare & Present Winning Pitches & Tenders” for legal and accounting firms. Producing a great looking document or presentation really quickly is not a great strategy if the win rate isn’t improving.

Government 130

Government Innovation Meetings Finance 130

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

Flevy

JULY 16, 2024

CATWOE Analysis offers a multifaceted approach to problem solving, making it indispensable for organizations grappling with complex issues. CATWOE’s adaptability makes it relevant across different industries and organizational contexts. Owners : Decision-makers who have the authority to make significant changes to the system.

Digital Transformation 52

Digital Transformation Facilitation Stakeholders Retail 52

Mike Kunkle

NOVEMBER 21, 2023

This shift from account management to proactive hunting for new business requires a fundamentally different skill set (and possibly a different make-up or Sales DNA). There are more decision makers in the committee, and they are seeking detailed information, case studies, ROI analyses, and robust decision support.

Acquisition 299

Acquisition Sales Decision-making Account Management 299

Mike Kunkle

FEBRUARY 5, 2023

Other times, sellers work with ad hoc buying committees who have never worked together to make a purchase decision, and who are operating without an aligned process, policies, or even guidelines and guardrails. Yet, it’s still documentable; still a process. click the image to see a larger version] This makes sense, right?

B2B 231

B2B Sales Decision-making Negotiation 231

DemandFarm

NOVEMBER 22, 2024

Data-Driven Decision-Making Effective KAMs use data to stay one step ahead. Monitoring Progress against KPIs Growth Planning: Do they proactively work with economic decision makers to co-create value-driven growth plans? FREE Performance Report Card for Key Account Managers Category Criteria Rating (1-5) Comments / Examples 1.

Key Account Management 52

Key Account Management Account Management Management Stakeholders 52

Flevy

MARCH 19, 2024

The framework facilitates providing strategic insights into the factors essential for the success of an enterprise. Ohmae’s 3C Model (Strategic Triangle) has its applications in Strategic Planning, Market Analysis , and guiding Decision-making processes. products, services, technology, organizational culture, and so on).

Shareholders 52

Shareholders Decision-making Digital Transformation Manufacturing 52

Insightly

JANUARY 30, 2024

Integrations are vital to modern CRM systems as they enhance data management, improve efficiency, personalize customer experiences, support data-driven decisions, provide scalability, and foster collaboration. Once documents are signed, they are automatically linked and stored with the corresponding records in your CRM.

CRM 52

CRM e-Learning Facilitation Decision-making 52

Upland

AUGUST 29, 2023

Buying intent , also known as purchase intent, refers to the likelihood and inclination of a potential customer to make a purchasing decision. For any company to make the most out of its products, it is important to understand and grasp the essence of buying intent. The UI/UX of your website plays a major role here.

Value Proposition 195

Value Proposition Decision-making e-Learning Supply Chain 195

PandaDoc

APRIL 29, 2024

A key component of successfully closing these deals is having all the online documents and folders easily located — and that’s where a data room index comes in. Read on to learn more about the importance of a data room index and practice-proven tips on structuring a VDR for locating documents in a smooth and efficient manner.

Organization 52

Organization Investors e-Learning Shareholders 52

Nutshell

OCTOBER 7, 2024

The six core components of MEDDIC are Metrics, Economic Buyer, Decision Criteria, Decision Process, Identify Pain, and Champion. E conomic Buyer Learn who makes the buying decisions in the company. Who makes the buying decisions in your company? Could you walk me through your decision-making process?

e-Learning 71

e-Learning Decision-making Sales CRM 71

Flevy

JUNE 28, 2024

Information includes blueprints, technical specifications, standard operating procedures (SOPs), maintenance manuals, and software documentation, providing essential data and insights for business operations. Makes a significant contribution to the benefits of the product as perceived by the customer. Identify Core Competencies.

Supply Chain 89

Supply Chain Software Software Manufacturing 89

PandaDoc

MAY 8, 2024

Which approach and tools should you implement to make the most of this potential? A robust SMB sales strategy is underpinned by adopting smart solutions like document management software and sales automation tools. In the U.S. alone there are about 33.2 million small businesses , which constitutes up to 99.9% What are SMB sales?

B2C 52

B2C Small Business Sales Decision-making 52

Flevy

JULY 2, 2024

Facilitates performance assessment and strategic evaluation. Offers a robust guide for Decision making , reducing uncertainties. You can download an editable PowerPoint presentation on MOST Analysis here on the Flevy documents marketplace. Mitigates conflicts arising from differing perspectives.

Energy and Utilities 52

Energy and Utilities Digital Transformation Prioritization Decision-making 52

Flevy

APRIL 14, 2024

CES is valued for its simplicity, quick evaluation, and adaptability across various service channels, making it highly relevant for measuring business outcomes and providing actionable insights. Purchase Decision Support. Gauge the effort required to navigate through product options, influencing the customer’s purchase decision.

Digital Transformation 52

Digital Transformation Decision-making Customer Experience Facilitation 52

Mike Kunkle

OCTOBER 24, 2021

To make an impact that matters to your leadership team, you need a sales enablement plan that will support your organization’s goals and objectives and enable your sales force to reach its highest potential next year. Facilitate a discussion to get perspectives you may not have considered. For more detail, see my book here.).

Sales 130

Sales Prioritization Sales Analytics Sales Training 130

ProlifIQ

MARCH 30, 2023

The account planning process includes assessing an account’s business needs, goals, and structure and making sure your product or service delivery and value meet and exceed the expectations of your key accounts. An account plan should be interactive and a living, breathing document used as a framework for the account.

Account Planning 98

Account Planning Key Account Management Account Management Stakeholders 98

Nutshell

MAY 21, 2024

Customer relationship management (CRM) Financial management Risk management Cybersecurity Trading and portfolio management Financial planning and analysis (FP&A) Data analytics and business intelligence Compliance and regulatory reporting Document management and collaboration Wealth management What software is used in financial services?

Financial Services 71

Financial Services Software Software Cybersecurity 71

PandaDoc

FEBRUARY 23, 2024

Automation is fundamental to building a robust sales pipeline ; document management tools fused with CRM software accelerate this process. Identify opportunities The first step of the opportunity management process is identifying opportunities — i.e., deciding which ones make the most sense for your business and are worth pursuing.

Management 52

Management CRM Sales Decision-making 52

Flevy

JULY 19, 2024

The Stage-Gate Process encompasses 6 key stages, each demarcated by a decision gate where project viability is assessed. The Stage-Gate Process also facilitates better decision-making by providing clear criteria for evaluating project viability. Scoping – Detailed assessment of project potential.

Brainstorming 52

Brainstorming Innovation Decision-making Value Proposition 52

Planview

JANUARY 17, 2024

This includes automating data entry and document processing. These tools provide valuable insights, aid in optimizing processes, and facilitate informed decision-making, ultimately leading to improved operational efficiency. Data Analytics Leverage data analytics to predict and mitigate bottlenecks.

Financial Services 59

Financial Services Management Prioritization Facilitation 59

Mike Kunkle

AUGUST 30, 2023

They must show that they can make an impact with enablement and move the needle on the metrics that matter most. But there is much an enabler can do to lead the change projects, garner the support needed, and continue to nudge, push, cajole, and lead the way to making a business impact. But it’s all about behavior change.

Leadership 130

Leadership Stakeholders Decision-making Sales Training 130

Whetstone

JUNE 12, 2023

These stakeholders possess valuable insights, expertise, and decision-making authority, which can significantly impact the success of strategic account management initiatives. By involving them in the planning phase, their expertise and insights can influence the decision-making process.

Stakeholders 52

Stakeholders Account Management Decision-making Finance 52

Planview

SEPTEMBER 11, 2024

The lack of a centralized hub makes maintaining a cohesive team view of the product challenging. This fragmentation often leads to a loss of a single source of truth, whereby team members find themselves making decisions based on outdated or incorrect information.

Software 59

Software Software Communication Facilitation 59

Hubspot Sales

OCTOBER 12, 2022

Data is stored in individual cells of this electronic document. This also makes databases more complex than spreadsheets. If they haven’t, there are hundreds of resources that make training easy. They are similar to relational databases, as they both provide an easy search tool that facilitates access to information.

Computers and Electronics 124

Computers and Electronics CRM Decision-making Facilitation 124

Mike Kunkle

NOVEMBER 21, 2023

This shift from account management to proactive hunting for new business requires a fundamentally different skill set (and possibly a different make-up or Sales DNA). There are more decision makers in the committee, and they are seeking detailed information, case studies, ROI analyses, and robust decision support.

Acquisition 130

Acquisition Sales Decision-making Account Management 130

PandaDoc

APRIL 8, 2024

This is done by forming a team of stakeholders and decision-makers, establishing approval workflows, and effectively integrating automation tools. To further facilitate deal creation, a deal desk can utilize proposal management software to maintain a knowledge base, proposal templates, and information on past deals What is a deal desk?

Negotiation 52

Negotiation Sales Stakeholders Digitalization 52

Flevy

APRIL 30, 2024

These detailed profiles help businesses understand and anticipate the behaviors, needs, and motivations of their customers, which in turn facilitates a more targeted and effective customer journey. This helps in understanding the day-to-day activities that might influence purchasing decisions. Do You Find Value in This Framework?

Telecommunications 52

Telecommunications Healthcare Retail Customer Experience 52

PandaDoc

MARCH 25, 2024

Manage quotes in a simple, fast, and efficient way PandaDoc’s CPQ software makes your quoting process smarter and more convenient. Here’s a pre-departure checklist to make sure you don’t miss anything! Make sure to capture their points of concern and include them in your requirements.

Manufacturing 52

Manufacturing Software Software e-Learning 52

AchieveIt

JULY 10, 2023

Quarterly tracking seems like a reasonable approach, giving you enough time to assess performance and make the necessary adjustments. They should be guiding the organization and making strategic decisions, but instead, they’re spending around 70% of their time dealing with these updates.” Decisions cannot be made confidently.

Decision-making 52

Decision-making Stakeholders Meetings Facilitation 52

Arpedio

OCTOBER 17, 2023

From email integration to automated follow-ups, these tools facilitate consistent and personalized communication. Data-driven decision-making is key to maximizing the effectiveness of account management efforts. A smooth implementation can make all the difference in maximizing the benefits of your software.

Account Management 52

Account Management Software Software Management 52

AchieveIt

JUNE 7, 2024

Plus, we give you next steps to making the move towards flexible and agile organizational planning. Get it Now How to Find the Right Solution Using the right software for strategic planning makes all the difference, but switching to a new solution can present obstacles. However, traditional methods like Excel can bring challenges.

Software 52

Software Software Decision-making Organization 52

Hubspot Sales

NOVEMBER 8, 2023

Pro Tip: For new managers, try enlisting senior managers at your company or even your VP to create or adapt a document of the processes you will use. This approach encourages individuals to take initiative, solve problems, and make informed decisions. Practice servant leadership. Prioritize where you invest your time and energy.

Sales Management 107

Sales Management Management Energy and Utilities Emotional Intelligence 107

AchieveIt

MARCH 15, 2024

What’s often overlooked, however, is the fact that an organization’s success rests heavily on its ability to implement decisions and execute processes efficiently, effectively, and consistently. The Disconnect Between Strategy and Execution For years, leaders have crafted strategies in PowerPoint slides and documents.

Decision-making 52

Decision-making Stakeholders Communication Prioritization 52

Hubspot Sales

JUNE 28, 2022

And I'll tell you, after a long career in field sales, I certainly see the shift in preference to speed, and speed to make a decision, versus that in-person necessity.". Which is exciting, in and of itself – there's room for you to make hybrid selling your own. How would you prefer to collaborate with us?'

Sales 118

Sales Brainstorming Leadership CRM 118

Envisio

NOVEMBER 1, 2023

Envisio Projects helps to smooth out these roadblocks, in part, by aligning budget with projects so leadership has visibility and can make quick decisions, and residents get a transparent view of how funding is being allocated. You can easily add, edit, and delete comments, while task links make sharing and collaboration a breeze.

Management 52

Management Government Stakeholders Decision-making 52