Account Manager Tips

NOVEMBER 19, 2022

Imagine you're at the front of a boardroom about to make a presentation. Make your first impression count The goal of any executive level presentation is to make sure everyone immediately feels this will be time well spent. I like it because it recognises the personal motivations in decision making. DOWNLOAD NOW.

Value Proposition 246

Value Proposition Decision-making B2B Meetings 246

Hubspot Sales

DECEMBER 10, 2024

While AI in finance is useful for entrepreneurs, its helping companies of all sizes make more accurate predictions and better, data-based decisions. According to Gartner , 58% of finance functions are using AI in 2024, up 21% since 2023. What I cant learn or do myself, I automate. That number is rising fast.

Finance 52

Finance Decision-making Supply Chain Small Business 52

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. As Seth Mars, Forrester analyst, pointed ou t in a recent webinar , it’s rarely one leader making a buying choice in a vacuum. What is an Influence Map? That activity is called influence mapping.

Stakeholders 195

Stakeholders Decision-making Sales Leadership 195

Hubspot Sales

FEBRUARY 23, 2018

Financial Analysis for Decision Making from Babson Online. Entrepreneurial Finance from MIT OpenCourseWare. Financial Analysis for Decision Making from Babson Online. Anyone who wants to quickly get a grasp on the financial elements of starting a company should enroll in this finance course. Price: Free.

Finance 145

Finance Logistics Decision-making Investors 145

Planview

AUGUST 22, 2024

To make resource management more approachable, we categorize resource needs into one to two hours per week, three to seven hours per week, and eight or more hours per week. We recently discovered that tools like RAPID , with roles like recommender and decider, speed up decisions and remove bottlenecks.

Stakeholders 69

Stakeholders Prioritization Brainstorming Decision-making 69

Nutshell

MARCH 19, 2025

A good CRM provider understands that sometimes you need specific information to track for the leads, people, and companies in your contact database. CRM custom fields, as the name suggests, are contact fields you create in your CRM to capture information thats most important to your business. Not all businesses are built the same.

CRM 62

CRM Healthcare Decision-making Brainstorming 62

Hubspot Sales

DECEMBER 22, 2017

And, chances are, they’ll need to know someone other than the decision maker pretty well. In days of old, salespeople could call the C-suite, marketing could email them, and it was much easier to gain access to the decision maker. Will they help you make the sale or unknowingly stop you from talking to the right person?

Decision-making 145

Decision-making Sales Finance Stakeholders 145

Hubspot Sales

NOVEMBER 23, 2018

The capitalization table, or cap table, provides the information you need for a clear understanding of your company's ownership. Since most startups need voting agreement among both common and preferred shares, this view shows who needs to sign off on major company decisions (e.g., What is a cap table? company sale or reorganization).

Investors 134

Investors Shareholders Finance Decision-making 134

Hubspot Sales

JUNE 12, 2019

Informed decision making about a product's demand and supply. During supply planning, representatives from finance, operations, and materials to evaluate capacity. Oracle provides process templates you can use to make your sales and operations planning run smoother. Increased transparency between departments.

Finance 144

Finance Sales Suppliers Manufacturing 144

Nutshell

JANUARY 2, 2025

This guide sets the great architecture software apart from the good and provides you with the information you need to ensure you have the tools you need to succeed. Rhino 3D: Rhino 3D was created to serve designers in several technical industries, making it a versatile tool with additional features not found in tools made only for architects.

Software 62

Software Software CRM Construction 62

Hubspot Sales

JUNE 6, 2019

This is achieved by running competitive analysis, conducting forecasting, and making recommendations on how the sales, marketing, and other teams should move forward. If you’re ready for a new challenge, you might make the eventual jump to national account manager. Finance Director. Senior Sales Analyst.

Supply Chain 141

Supply Chain Finance Sales Account Management 141

Hubspot Sales

JUNE 18, 2019

You might sell a product that genuinely makes conducting business easier, but this doesn't grant you a simple sales process. Selling to businesses often means proving to multiple decision makers that your product can make their jobs more efficient, provide a significant return on investment ,and outdo competitors in functionality and price.

Decision-making 140

Decision-making Stakeholders Sales Software 140

AchieveIt

FEBRUARY 12, 2025

Mark Muston, Head of Business Operations & Strategy at Modern Health, joined The Strategy Gap podcast to share insights on making a persuasive argument, leveraging diverse perspectives, and treating leadership like venture capitalists when securing buy-in for new initiatives. The takeaway? We want to pitch you on this new idea.

Investors 52

Investors Healthcare Finance Leadership 52

Hubspot Sales

SEPTEMBER 20, 2021

However, while this is a great opportunity for you as an entrepreneur, you’ll want to make sure that you are making a sound business decision and are protected throughout the process. As a franchisee, make sure you receive this document and familiarize yourself with it. What information is given in an FDD?

Finance 125

Finance Decision-making Advertising Management 125

Hubspot Sales

JANUARY 17, 2019

They invest their money in your business, but they don't attend meetings or make decisions. They don't oversee finances or review strategies. These partners share their contacts and resources, they make important decisions, and they tackle tough tasks like hiring and firing in order to keep the business viable.

Investors 132

Investors Finance Small Business Profitability 132

Hubspot Sales

MAY 22, 2018

In order to build a successful company, you’ll need to create and fine-tune a business plan, assess your finances, complete all the legal paperwork, pick your partners, choose the best tools and systems to help you get your marketing and sales off the ground … and a whole lot more. How to Make a Business Plan. How to Start a Business.

Finance 145

Finance Business Planning Small Business Investors 145

Hubspot Sales

SEPTEMBER 20, 2018

If the cash flow is negative, the business might not have enough cash to finance operations. This could mean the business is financing operations by borrowing. A statement of cash flows studies operating, financing, and investing activities to show where your business’ money is coming from and where it’s being spent.

Finance 102

Finance Investors Suppliers Manufacturing 102

Red Star Kim

SEPTEMBER 8, 2023

This week’s PM Forum training workshop “Commerciality: Finance, Pricing, Innovation and Research” was attended by delegates from law, accountancy and insolvency firms. Delegates then chose to focus on finance, economics and pricing. Finance fundamentals Financial awareness is another capability required by M&BD.

Procurement 113

Procurement Value Proposition Finance Artificial Intelligence 113

ClearPoint Strategy

FEBRUARY 4, 2022

This means aggregating information, making appropriate charts, and presenting data in a helpful manner. The last step in the process is to build reports for the right audiences (which we cover in this post ) and distribute the information into the hands of decision makers, who will react to the data.

Decision-making 52

Decision-making Software Software Finance 52

Hubspot Sales

AUGUST 17, 2021

With so much room for confusion and error, it's easy for any company to drop the ball and frustrate its salespeople, making poorly-constructed compensation plans one of the main reasons why people leave sales roles. And I’m ultimately here to make the case for that — but we'll get to that later. Simplicity is tough.

Finance 130

Finance Construction Sales Leadership Decision-making 130

Planview

SEPTEMBER 9, 2021

Planview’s Chief Product Officer, Louise Allen, moderated an engaging, in-depth conversation with these customers: Hiren Shah – Johnson & Johnson – Global Finance Transformation, Sr. J&J’s Global Finance Transformation. For smaller portfolios, we did not make all capabilities mandatory.

Finance 98

Finance Stakeholders Decision-making Acquisition 98

Flevy

OCTOBER 24, 2024

The key to success in customer acquisition is understanding the customer journey—from awareness to decision—and offering solutions that resonate with their needs at every stage. Banks that excel at customer acquisition prioritize convenience, trust, and clear value propositions, making it easy for customers to choose their services.

Banking 52

Banking Retail Acquisition Value Proposition 52

Hubspot Sales

SEPTEMBER 13, 2023

How to Create a Sales Projection Sales Projection Tools Tips for Making Sales Projections What is a sales projection? Without accurate sales projections, companies will find it hard to set SMART sales goals or make data-driven decisions on allocating resources. Make better decisions. Set SMART goals. Subscriptions.

Sales 115

Sales Decision-making Finance CRM 115

Red Star Kim

APRIL 24, 2023

However, there can be concerns about the environment for taking and making telephone calls – with concerns about “Can you be overhead?”. Louise Wilson, Business Manager – Finance at Moneypenny said: “The data shows that even in an online world, we still seek the reassurance of human interaction. M&A transactions).

Emotional Intelligence 26

Emotional Intelligence Financial Services Decision-making Cybersecurity 26

Envisio

APRIL 23, 2025

By integrating these, you ensure that growth patterns, infrastructure investments, and budgeting all inform each other. if we dont replace this pipe now, itll cost 5x more after it fails) enables informed decisions. That makes community engagement and transparency strategic necessities. Leverage ethical leadership.

Decision-making 52

Decision-making Leadership Energy and Utilities Prioritization 52

Hubspot Sales

SEPTEMBER 21, 2020

The final decision-maker may be the Chief Engineering Officer, but that could change to the People Operations Executive if you’re selling a productivity service. On the other hand, an employee at a large company searching for a new Content Management System has a few more decision layers to get through.

Stakeholders 139

Stakeholders Insurance Decision-making Finance 139

Hubspot Sales

AUGUST 30, 2021

In this post, we’ll lay out the advantages and disadvantages of owning your first franchise that you can use to make your choice. Let’s discuss the pros and cons of making this decision. Existing brand recognition also makes it easier for you to attract employees and talent. Advantages of Franchising.

Decision-making 131

Decision-making Small Business Profitability Finance 131

Hubspot Sales

SEPTEMBER 13, 2018

Your first important decision is which industry you’d like to get into. They’ll be able to speak to their experience with the franchise and you’ll be well-informed when you make your final decision. This information is often found on the franchisor’s website (e.g., But which franchise should you open?

Decision-making 125

Decision-making Banking Finance Retail 125

PartnerTap

FEBRUARY 17, 2021

You must have open and honest communication if you expect your partner to share crucial account information. They often feel that if they give away vital information, their ‘partner’ will eventually use that data for their own benefit. Mckinsey On Finance. McKinsey on Finance. The reason for this? 1] Banford, Jim.

Digital Transformation 98

Digital Transformation Digitalization Management Finance 98

Flevy

JULY 1, 2024

Whether the focus is a strategy, operations, tax, finance, HR, or IT, management consulting firms have become a staple of corporate life. Management consulting firms leverage workshops as an effective way to rapidly reach decisions within client organizations. Workshops usually last 1 to 5 days. Consensus Conference. Focus Group.

Innovation 98

Innovation Stakeholders Facilitation Decision-making 98

Hubspot Sales

MAY 17, 2023

Executives can make or break your company. To help you navigate your next hire, we’ve compiled a list of 25 executive interview questions that offer the insight you need to make the decisions that matter. For example, it’s a good sign if executives point to the need for exploring different perspectives before making a decision.

Decision-making 111

Decision-making Finance Leadership Profitability 111

Hubspot Sales

JULY 19, 2018

Whether you’re making your first or your 15th real estate investment, Fundrise has helpful how-to articles and opinion pieces to help you make the right choices for now and tomorrow. Your one-stop-shop for industry news, Housing Wire will feed you the latest trends in interest rates, finance, and regulation. Fundrise Education.

Investors 130

Investors Finance Marketing Construction 130

Hubspot Sales

JULY 2, 2020

LinkedIn videos can reach prospects, current customers, executives, decision-makers, and followers interested in your company. The broader category of your campaign objective is going to reflect a stage in the buyer's journey: awareness, consideration, or decision. Make your videos immediately visually appealing and engaging.

Facilitation 134

Facilitation Decision-making Finance Media 134

Hubspot Sales

OCTOBER 2, 2017

Before the end of the day, you need to make 100 calls. Rep: Are you the decision maker? Or maybe they’re finance and banking. But trust me, spending just a minute upfront will make you wildly more successful. A good question is topical and makes someone smile. You have your list of names and phone numbers.

Banking 145

Banking Finance Retail Decision-making 145

Apptivo

JULY 21, 2021

With the rise in competition and more people opting for services provided by SaaS companies, a SaaS company needs to make decisions that will help them become an industry leader. However, most of these customers are skeptical of a new system and are concerned about sharing their credit card information online.

Finance 111

Finance Software Software Decision-making 111

Hubspot Sales

OCTOBER 13, 2017

If you own an Amazon Alexa device, you can use Alexa Skills to be more productive; keep track of your day, finances, and calls; make travel easier; hear the news you care about, and more. Welto: Keep track of your finances. Shopify: Get important store information. Shopify: Get important store information.

Finance 111

Finance Meetings Decision-making Insurance 111

Account Manager Tips

MAY 29, 2021

Efficiency - the information you gather will be the source for a good majority of your commercial proposal. Through capture planning you'll make informed decisions about what may need to change for your partnership to work. Consider what's gone wrong and make sure you fix it before you talk about renewing your contract.

Negotiation 130

Negotiation Decision-making Suppliers CRM 130