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. For instance, compare marketing to human resources. Marketing KPIs Brand awareness.

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

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

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. The International Institute of Market Research and Analytics offers a Certified Market Research Professional (CMRP) exam worth looking in to.

Supply Chain 141

Supply Chain Finance Sales Account Management 141

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. As well as marketing and business development executives and managers there were also those in specialist pricing and bid roles. Price is a major driver of profit.

Procurement 113

Procurement Value Proposition Finance Artificial Intelligence 113

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. Filing taxes?

Finance 145

Finance Business Planning Small Business Investors 145

Nutshell

JANUARY 2, 2025

This plan provides architectural firms with fast, free implementation, world-class live customer support, email and calendar sync, email tracking, reporting and analytics tools, unlimited storage, email marketing tools, and much more. Marketing and lead generation tools are available but at an additional cost.

Software 62

Software Software CRM Construction 62

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. During this stage of the S&OP process, leaders from finance, sales, marketing, operations, materials, product management, and human resources meet to collaborate.

Finance 144

Finance Sales Suppliers Manufacturing 144

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

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

Flevy

OCTOBER 24, 2024

In a highly competitive market, banks must balance customer expectations with regulatory requirements and risk management, all while ensuring profitability. In an era of increased customer autonomy, it’s critical for banks to ensure their value chain functions cohesively to meet market demands.

Banking 52

Banking Retail Acquisition Value Proposition 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. That activity is called influence mapping.

Stakeholders 195

Stakeholders Decision-making Sales Leadership 195

Insightly

JUNE 13, 2023

Are you feeling a little stuck in your marketing career? Even though the marketing career path isn’t a straight one, there are a few steps you can take to advance your career. Marketing jobs are dynamic, and you may never feel like you’ve completed everything on your long ‘to-do’ list. Do I want to: Pursue a marketing specialty?

Marketing 98

Marketing Remote Working Decision-making Meetings 98

SBI Growth

JANUARY 27, 2014

THE BUYING DECISION TEAM. The first step in deal strategy is identifying the Buying Decision Team (BDT). There are four categories to mapping the Buying Decision Team: Economic Buyer. Help him to identify anyone that influences the buying decision. The BDT often includes someone in IT, HR, Finance. User Buyer.

Account Planning 121

Account Planning Stakeholders Decision-making Prioritization 121

Hubspot Sales

JANUARY 26, 2021

Multiple income streams can provide security and a level of freedom that, in a way, make things more certain,” shared Hufford. Pedigo is a CPA who writes tax, accounting , and finance content exclusively for CPAs, tax accountants, and financial advisors. Melissa Pedigo, CPA, founder of A CPA Writes.

Decision-making 140

Decision-making Finance Investors Banking 140

Hubspot Sales

FEBRUARY 20, 2025

Ill never again take for granted that a company has found the best one for its product and market. You have to assess if your product makes sense as a subscription, a retail offering, or a pay-per-use service. Consider these seven as you decide how your business will go to market (GTM) or how you might pivot to stay afloat.

Retail 52

Retail Manufacturing Investors eCommerce 52

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

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

Hubspot Sales

JULY 22, 2024

Proposal Emails A proposal email can take on a lot of forms, but generally speaking, the term refers to an email that includes pertinent information, valuable context, and a persuasive edge — typically sent during the consideration or decision stage of the buyer's journey. Spend some time on the subject line.

Value Proposition 111

Value Proposition Sales Meetings Decision-making 111

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

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

Hubspot Sales

SEPTEMBER 13, 2023

How to Create a Sales Projection Sales Projection Tools Tips for Making Sales Projections What is a sales projection? The current state of the market and the position the business occupies within it. Make better decisions. Business teams usually have more confidence in these decisions because they’re not made on a whim.

Sales 115

Sales Decision-making Finance CRM 115

Hubspot Sales

MARCH 9, 2022

For entrepreneurs whose credit or circumstances make the risk of default high, crowdfunded or peer-to-peer financing, such as microlending, offers monetary opportunities that are not available elsewhere. Typically, they feature lower interest rates or capital requirements than conventional financing. CDC Small Business Finance.

Finance 105

Finance Small Business Banking Investors 105

Hubspot Sales

SEPTEMBER 20, 2021

You’ll receive business guidance, marketing assets, training, and much more. 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. Let's jump in.

Finance 125

Finance Decision-making Advertising Management 125

Red Star Kim

MAY 11, 2023

This post reviews the core material covered in Managing Brands Chartered Institute of Marketing (CIM) professional qualification (Level 6 elective New CIM professional marketing qualifications – 2020 (kimtasso.com) ) and the Cambridge Marketing College’s Marketing Manager Apprenticeship – a Level 6 Qualification (kimtasso.com).

Management 130

Management Co-Creation Publishing Leadership 130

Red Star Kim

FEBRUARY 8, 2024

And I’ve noted the highlights of the sessions by other speakers (How the BD function can be more influential, Rethinking your online strategy, Digital marketing maturity and Best practice for KAM) below. Why are segmentation and targeting critical to marketing and business development success?

Value Proposition 130

Value Proposition Key Account Management Digitalization Sales 130

Red Star Kim

APRIL 24, 2023

Delegates from accounting and law firms were in client service, marketing/business development and fee-earning roles. However, there can be concerns about the environment for taking and making telephone calls – with concerns about “Can you be overhead?”. This can be of equal importance for consumer (e.g. M&A transactions).

Emotional Intelligence 26

Emotional Intelligence Financial Services Decision-making Cybersecurity 26

Hubspot Sales

JULY 2, 2020

By LinkedIn's own estimate , 97% of B2B marketers use the platform to support their content marketing efforts. Couple that figure with the fact that roughly 88% of video marketers report that video marketing offers a positive ROI, and you'll find that a solid LinkedIn video strategy is a sound investment.

Facilitation 134

Facilitation Decision-making Finance Media 134

Hubspot Sales

FEBRUARY 24, 2022

High-potential startups attract the most investors, but the capital comes with a caveat — investors often get partial ownership and take an active role in the company's decision-making process. If your company is making money, you can look for loans through traditional financial institutions or even online lending companies.

Investors 119

Investors Finance Small Business Profitability 119

Red Star Kim

JUNE 7, 2023

We considered strategic thinking, business strategy and marketing and business development strategy. And then to consider how marketing and business development could add most value in their achievement. And to keep an eye on the changing competitor landscape and evolving market and client needs.

Artificial Intelligence 130

Artificial Intelligence Transportation Digital Transformation Innovation 130

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

DemandFarm

OCTOBER 23, 2024

This process involves multiple product demonstrations, engaging with IT, procurement, and finance stakeholders, and significant customization to meet the client’s needs. Compared to small or mid-sized business (SMB) sales, enterprise sales typically entail a longer decision-making process, more resources, and more stakeholders.

Key Account Management 40

Key Account Management Account Management Management Procurement 40

Hubspot Sales

JULY 19, 2018

It’s important to get the industry news, trends, and marketing advice you need quickly, so you can get back to what real estate is all about -- helping your clients. Have an ear to the ground on what real estate investors are acting on in the current market. Must-read post: What You Need to Know About the Fair Housing Act.

Investors 130

Investors Finance Marketing Construction 130

DemandFarm

MARCH 31, 2025

Managing B2B deals means dealing with buying committees theres rarely a single decision-maker. You can see key players in HubSpot, that can strategize: e.g., identify a VP who needs nurturing or spot a missing contact in finance who could veto my deal. This visibility is pure gold.

CRM 40

CRM Stakeholders Account Planning Decision-making 40

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. At this stage, the founders understand the business requirements, determine the target market, sketch the course of implementation, and develop the products.

Finance 111

Finance Software Software Decision-making 111

Red Star Kim

APRIL 12, 2023

With a full house of marketing and business development executives from legal and accountancy firms across the UK it was an interactive, valuable and fun day (Thank you delegates for your spirited engagement and thanks to Morag Campbell for your superb technical hosting!). Do you feel there is a lot of crossover between them?”

Media 100

Media Marketing B2C Stakeholders 100

Hubspot Sales

AUGUST 22, 2018

Being more specific makes your job description stand out; plus, the right personalities will find you more easily. Market: SMB, mid-market, enterprise, Fortune 1000, Fortune 500. Market: SMB, mid-market, enterprise, Fortune 1000, Fortune 500. Most decisions involve making tradeoffs.

Sales Management 141

Sales Management Management Sales Onboarding 141