Planview

APRIL 14, 2025

Todays report explores the priorities for leaders in a volatile economy and how Planview empowers you to respond quickly as an aligned organization. Over the past several weeks, weve asked organizations how they’re navigating the uncertainty. AI-powered decision-making. Resource capacity planning.

Innovation 59

Innovation Decision-making Prioritization Government 59

Upland

JUNE 30, 2023

This powerful merger will revolutionize sales organizations, enhance customer engagement, and drive unprecedented insight into how B2B sellers and their prospects collaborate. Personalized Customer Experiences Modern enterprise sales methodology thrives on data-driven decision-making.

Co-Creation 195

Co-Creation Sales B2B Decision-making 195

Hubspot Sales

FEBRUARY 13, 2025

Critical Event. Highlight any deadlines or events driving urgency. Clarify the steps and stakeholders involved in decision-making. In fact, 88% of buyers say theyll only make a purchase if they see the salesperson as a trusted advisor. Step 4: Highlight the critical event.

Decision-making 52

Decision-making Sales Prioritization CRM 52

Nutshell

MARCH 19, 2025

Some general custom fields (plus the format best suited for them) to use in your CRM, plus the type of field you may want to use for each: Gender ( Decision list ) : Do you run a healthcare business or any other where knowing the gender of your contact may come in handy? Create it in Nutshell!

CRM 62

CRM Healthcare Decision-making Brainstorming 62

AchieveIt

NOVEMBER 28, 2023

In recent years, data has transformed how businesses, government entities, and third-sector organizations operate. Organizations suddenly have access to huge amounts of data and insights. One of the most notable changes we’ve observed is how data has enabled us to tackle decision-making in a more evidence-based manner.

Decision-making 52

Decision-making Banking Organization Software 52

Planview

JULY 29, 2024

Organizations need solutions that can bend without breaking. Having an effective solution that enables your organization to adapt to your unique, changing industry demands means you’re better equipped to deliver tangible business outcomes. In this environment, the key to success is adaptability.

Supply Chain 59

Supply Chain Decision-making Facilitation Stakeholders 59

Upland

MARCH 29, 2023

Gone were the face to face office meetings and networking at industry events, and in their place were hour-long zoom calls with sellers wearing hoodies. Now, however, things have changed. In mapping a rich understanding of how key players relate to one another, reps can start to uncover how things happen in the organization.

CRM 195

CRM Management Stakeholders Decision-making 195

Hubspot Sales

JANUARY 11, 2018

Authority: Who is the ultimate decision maker? Rep: “And you’ll be using Spartan to organize customer events around the country, which currently you do not have software for. I think the next step is arranging a demo between you and an events specialist -- what do you think?”. How did the decision making process go?

Decision-making 145

Decision-making Stakeholders Finance Meetings 145

Account Manager Tips

OCTOBER 11, 2021

You need to take charge, make decisions and set goals for your customers so they can achieve success. What changes should we make? How do we make changes? Not focused on the customer The biggest mistake you can make with clients is to put your needs first. A meeting minutes template makes notes easier to read.

Account Management 246

Account Management Key Account Management Management Suppliers 246

Hubspot Sales

MARCH 23, 2018

If you had to sum up this event in three words, which would they be? Are there any upcoming events you’re planning on going to? What makes a good conversation starter? You’ll also make yourself more memorable. Your questions should never make your conversational partner uncomfortable. Least favorite?

Internet 145

Internet Decision-making Organization Publishing 145

Red Star Kim

NOVEMBER 9, 2023

Becoming a strategic thinker – a strategist – is about getting better at shaping events…You learn that reacting and responding to events is just as important as planning”. A clever strategy is between the extremes – plan deliberate actions to shape the future but stay close to local events and react to them.

Strategic Thinking 147

Strategic Thinking Decision-making Innovation Facilitation 147

Hubspot Sales

JULY 22, 2024

Why would you need a script for making a cold call? Before the end of the day, you need to make 100 calls. In the past, cold calling meant using a “spray and pray” method, spending time making intrusive calls with no prior qualification, hoping that your message would resonate with someone. Rep: Are you the decision-maker?

Value Proposition 111

Value Proposition Decision-making Software Software 111

Flevy

FEBRUARY 9, 2022

The Strategic Thinking Games provide Decision Making models for senior executives to choose from and use as per the situation. Each of the Strategic Thinking Games warrants employing a different mindset and decision-making approach to confront the challenges presented by a particular problem. Organization Learning.

Strategic Thinking 111

Strategic Thinking Decision-making Insurance Banking 111

Hubspot Sales

AUGUST 11, 2020

Video conferencing tools are a worthwhile investment for organizations of all sizes, especially with remote work becoming the norm. The right video conferencing tool is necessary to continue conducting business in 2020 and beyond, and choosing the right software is an important decision. Best for: Universal video software.

Software 143

Software Software Meetings Remote Working 143

Hubspot Sales

MARCH 1, 2019

Companies have entire sales organizations comprised of employees that are dedicated to selling their products and services. For businesses and their sales organizations, the goal of sales is to source prospects, reach out and build a relationship with them, and provide a solution that will benefit the prospect. What is sales?

Sales 143

Sales Decision-making Organization Marketing 143

Envisio

MARCH 26, 2025

Local governments and other public sector organizations need strategic plans that perform. With limited resources, competing priorities, and rising demands for transparency, public sector organizations must develop strategic planning processes that not only look good on paper, but also drive measurable results.

Government 52

Government Leadership Decision-making Organization 52

Flevy

JUNE 2, 2021

This set of activities worked well for organizations in the past. The Value Grid approach provides a perspective beyond traditional linear progression of activities, where organizations need to balance equilibrium between suppliers and manufacturers aside from concentrating only on reducing lead times. Information Access.

Suppliers 110

Suppliers Manufacturing Decision-making Innovation 110

AchieveIt

DECEMBER 21, 2024

Unforeseen events can manifest in various forms, each with the potential to significantly disrupt even the most well-defined strategic plans. These events can range from: Broad economic downturns like recessions or inflation spikes. Regulatory changes that force organizations to change the way things are done.

Stakeholders 52

Stakeholders Prioritization Brainstorming Investors 52

Hubspot Sales

JULY 6, 2020

Chances are, your organization grew out of this method of contact management quickly, and the tedious task of manually tracking contact data can be impacting your fundraising efforts. Spreadsheets can’t meet the needs of a growing organization. Here are the best CRM software solutions for nonprofit organizations. HubSpot CRM.

Software 124

Software Software Management CRM 124

Hubspot Sales

JUNE 15, 2020

This new normal has left many sales organizations across the globe scrambling to provide their sellers the resources they need to operate successfully and efficiently from home and drive remote selling. According to CEB , 57% of the buyer’s decision is made before they even pick up the phone to speak with you or your competitors.

Decision-making 126

Decision-making Value Selling Meetings Organization 126

Hubspot Sales

DECEMBER 16, 2020

To do this,] I encourage my team to avoid selling to people to whom it doesn't make sense to sell,” Mintis explained. Make your goals measurable and attainable and tie them back to controllables — because we are not in the ‘new normal,’ we are at normal.”. Natan Edelsburg on transitioning away from in-person events.

Sales 144

Sales e-Learning Remote Working Decision-making 144

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. A well-organized agenda is the cornerstone of effective meeting preparation. Meeting Agenda. Goals and Objectives. Attendance.

Meetings 143

Meetings Decision-making Stakeholders Sales 143

Hubspot Sales

JULY 30, 2020

Warmer months mean more distractions, and with key decision makers on vacation, a potential drop in leads. Many sales managers are bogged down by non-coaching tasks: Reporting numbers, attending unnecessary meetings, and making their own sales. Lead team events (even virtually). Plan a sales contest.

Sales 132

Sales Brainstorming Decision-making Communication 132

Arpedio

MARCH 12, 2025

Sales teams frequently store critical information in spreadsheets , emails, or isolated CRM instances, making it difficult to access a unified view of an account. Decision-making becomes reactive rather than strategic, as sales professionals are forced to rely on outdated or inconsistent data.

Stakeholders 52

Stakeholders Decision-making Government Account Planning 52

Upland

SEPTEMBER 29, 2023

Stakeholder mapping in sales is the process of mapping out key decision makers within the buying group of the account you are looking to do business with. This means knowing what their motivations are, what makes them tick. The types of questions we ask are: ‘Where can we make the biggest impact to affect change?

Stakeholders 195

Stakeholders Sales Decision-making Internet 195

Zendesk

MARCH 31, 2021

This guide will define customer feedback, explain why customer feedback is important, identify different types of customer feedback, and outline tips from customer service experts on how to make the most of it. The company can then use that information to make better, customer-centric decisions. What is customer feedback?

Organization 95

Organization Media Decision-making e-Learning 95

Flevy

MAY 23, 2023

Decision Making is critical for every business. Military strategists apply their training and experience to devise battle plans and make quick decisions aimed at achieving specific objectives. It’s a tool that military forces use to plan and execute strategic decisions. Enables prompt, objective decisions.

Decision-making 98

Decision-making Energy and Utilities e-Learning Digital Transformation 98

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. It drives individuals and organizations to explore, evaluate, and invest in a product or service. It encompasses the motivation, need, and desire behind any activity.

Value Proposition 195

Value Proposition Decision-making e-Learning Supply Chain 195

Nutshell

APRIL 17, 2020

Featuring live presentations from some of the brightest minds in sales, marketing, and customer retention, the event was a massive step forward from the first BOUNDLESS show back in February 2019 , both in terms of production value and attendance. Jump to: 11 Things You Need to Create a Successful Virtual Event.

Decision-making 126

Decision-making Media Meetings Internet 126

Hubspot Sales

OCTOBER 5, 2017

Gatekeeper: Person in charge of communicating or preventing information from reaching a decision-maker; for example, receptionists or personal assistants. Decision-maker: The person in charge of making a final decision on the sale. Decision-makers are, of course, the ones that either approve or reject the buy.

Sales 145

Sales Decision-making Prioritization Media 145

Insightly

JUNE 3, 2022

While the Covid-19 pandemic may be nearing an end, this massive global event has fundamentally changed the way we do business. Today’s sales organizations are facing challenges unlike any they’ve seen before—but the most successful teams have always been flexible, agile, and adaptable. How to make it work for you.

B2B 98

B2B Value Proposition Sales Decision-making 98

Hubspot Sales

JULY 9, 2021

As companies grow, they might find themselves in uncharted territory — setting unprecedented goals and making plans they're not well-acquainted with. In those cases, qualitative forecasting can help businesses make sound decisions, set viable objectives, and reliably predict what they can expect to see as their sales efforts unfold.

Decision-making 122

Decision-making Leadership Banking Construction 122

Mike Kunkle

MAY 15, 2019

In a B2B setting, AI will review customer websites, blogs, PR statements, financial reports, social media contributions from potential decision makers, determine price elasticity segmented by the sales representative that is assigned to the opportunity, based on their past discounting habits, and assign a probably of winning an opportunity.

Artificial Intelligence 130

Artificial Intelligence B2B Co-Creation Decision-making 130

Planview

JANUARY 10, 2022

At Planview, we have two great products that meet the varying needs of Professional Services organizations—whether it be products for Professional Services companies, professional services groups embedded in product companies, or those providing Managed Services. Major Events. Want to learn more about our TSW event?

Energy and Utilities 98

Energy and Utilities Profitability Decision-making Acquisition 98

Hubspot Sales

JULY 12, 2018

With such a technical skillset, make sure you can describe what you do and how you will do it in easy-to-understand language. Life/career coaches don’t come cheap, but they are able to offer clients the intense and hands-on training and advice they need to make serious moves in their personal and professional lives. Resume writer.

Small Business 145

Small Business eCommerce Advertising Transportation 145

Account Manager Tips

AUGUST 3, 2022

We follow up with clients for to close a sale, to ask a question, to get a decision, to share information or reminders. So, think of follow-up as an extended series of conversations and not a single event. So before you go chasing your client, make sure you're prepared. Follow up shortens the decision cycle so don’t wait!

Key Account Management 130

Key Account Management Account Management Decision-making Communication 130

Hubspot Sales

SEPTEMBER 28, 2020

In remote work environments, employees find themselves more productive, and organizations end up reducing costs and managing risk better. Apart from this — products and services that need in-person demonstrations will make it tricky for salespeople to sell via video conferencing. Enable quick decision-making.

Remote Working 140

Remote Working Decision-making Communication Meetings 140