Planview

AUGUST 7, 2023

This is part two in a series of blogs on decision making in the era of financial constraints. A pressing topic facing all executives right now is how to approach decision making in this era of growing financial constraints. Understand the common types of decision-making biases and how to spot them.

Decision-making 52

Decision-making Supply Chain Manufacturing Insurance 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

Insightly

MARCH 21, 2023

Insurance agencies strive to bring value to their customers and provide peace of mind in life’s biggest moments. Whether you’re focused on auto, home, life, or health insurance, every situation is unique and every customer has distinct needs. A CRM automates insurance processes and simplifies complex workflows.

Insurance 52

Insurance CRM Software Software 52

Hubspot Sales

JANUARY 11, 2018

Before you pay for a real estate school, make sure it’s accredited and acknowledged by your state. Make sure you obtain an official real estate transcript or certification of completion from your school and a copy of your exam score to include in your real estate license application -- which brings us to our next step.

Insurance 144

Insurance e-Learning Decision-making Meetings 144

MTD Sales Training

MAY 3, 2013

For a prospect making a decision to buy means taking the risk of a competitor coming by soon after with a better proposal that is a better fit to the prospects situation. How do we insure that we are. [[ This is a content summary only. Visit my website for full links, other content, and more! ]].

Insurance 94

Insurance Decision-making Sales 94

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.

Strategic Thinking 111

Strategic Thinking Decision-making Insurance Banking 111

Hubspot Sales

DECEMBER 8, 2017

But there’s a simpler way to increase market share: Make your sales organization more optimistic. Research shows that salespeople with high levels of optimism make more money for their companies. Dr. Martin Seligman’s work with insurance company Metropolitan Life is one of the more famous case studies. What’s the lesson?"

Insurance 111

Insurance Emotional Intelligence Brainstorming Sales 111

Hubspot Sales

DECEMBER 20, 2021

You’ll probably need to advertise or, at the very least, have business cards or other marketing materials to leave behind and make word-of-mouth easier. Consider this: It’s not about how much you make — it's about how much you keep. Business Insurance and Licensing costs. You have to spend money to make money. Commission.

Manufacturing 111

Manufacturing Advertising Insurance Profitability 111

ReviewTrackers

APRIL 4, 2019

Insurance SEO: Why Optimize for Search? In the insurance industry , SEO is a great traffic and purchase driver that can help agencies and agents attract customers and policyholders without spending thousands of dollars in traditional advertising. SEO for Insurance Agents and Providers: Best Practices. But don’t stop there.

Insurance 37

Insurance Media Small Business Decision-making 37

ReviewTrackers

MARCH 20, 2019

Insurance reviews have a massive impact on the industry. Our online reviews survey revealed that insurance companies have an average of 4.53 stars , meaning that the competitive landscape in the insurance world is fierce. How Customers Use (and Affect) Insurance Reviews. In the insurance industry, 61.2

Insurance 37

Insurance Decision-making Healthcare Media 37

Planview

MARCH 29, 2016

Product managers facing the make versus buy decision for their organization have a lot to consider. The Make versus Buy versus Other Decision. That is, how might we decide whether to make, buy, or otherwise secure the rights to capabilities that might help our organization more fully realize its business objectives?

Decision-making 40

Decision-making Innovation Acquisition Facilitation 40

Planview

MARCH 29, 2016

Product managers facing the make versus buy decision for their organization have a lot to consider. The Make versus Buy versus Other Decision. That is, how might we decide whether to make, buy, or otherwise secure the rights to capabilities that might help our organization more fully realize its business objectives?

Decision-making 40

Decision-making Innovation Acquisition Facilitation 40

Planview

MARCH 29, 2016

Product managers facing the make versus buy decision for their organization have a lot to consider. The Make versus Buy versus Other Decision. That is, how might we decide whether to make, buy, or otherwise secure the rights to capabilities that might help our organization more fully realize its business objectives?

Decision-making 40

Decision-making Innovation Acquisition Facilitation 40

Planview

MARCH 29, 2016

Product managers facing the make versus buy decision for their organization have a lot to consider. The Make versus Buy versus Other Decision. That is, how might we decide whether to make, buy, or otherwise secure the rights to capabilities that might help our organization more fully realize its business objectives?

Decision-making 40

Decision-making Innovation Acquisition Facilitation 40

Hubspot Sales

JUNE 9, 2023

Working as a salesperson makes you accountable for identifying , qualifying , closing , maintaining , and growing new and existing business opportunities. These responsibilities also make a career in sales highly rewarding. Make no mistake, your learning process will be bumpy. A great product is one side of the coin.

Sales 124

Sales Insurance Decision-making Transportation 124

Hubspot Sales

JANUARY 12, 2018

It’s a great way to make an impression and show the buyer you’re not a typical salesperson. If you want to make your company name memorable, follow the lead of predictive marketing software company Radius and send a box of swag to an entire team, department, or division. I’ll follow up via [email, phone] to arrange a meeting.

B2C 145

B2C Insurance B2B Financial Services 145

Hubspot Sales

NOVEMBER 30, 2020

I'd bet that adding value by helping people doesn't make you feel self-promotional. But first, let's examine why promoting yourself makes you feel uncomfortable. Why Does Selling Make You Feel Uncomfortable In The First Place? It makes you think that people are judging everything that you do.

Advertising 140

Advertising Sales Decision-making Insurance 140

Hubspot Sales

FEBRUARY 20, 2025

You have to assess if your product makes sense as a subscription, a retail offering, or a pay-per-use service. Business models offer different ways to make money, and it takes careful thought to hone in on the right space for your business to operate profitably. Choosing the right business model is essential for every business.

Retail 52

Retail Manufacturing Investors eCommerce 52

SBI Growth

SEPTEMBER 6, 2012

He focused on three key steps to make it happen: Know What the Customer Wants. The majority of our volume comes from direct repair programs (DRP) that requires you be on the insurance company’s preferred list. If you lose the big deal next year, you won’t make the number. Build the Roadmap. Execute the Plan. Execute the Plan.

Key Account Management 118

Key Account Management Account Management Insurance Acquisition 118

Zendesk

MAY 17, 2022

When you collect CSAT scores, you give buyers the opportunity to voice their opinions, making them feel heard. If you’re looking to become a customer-centric business, it’s important to understand how CSAT helps make that happen. CES makes it easy to spot weaknesses during support interactions or within a product.

Computers and Electronics 98

Computers and Electronics Insurance Retail e-Learning 98

Hubspot Sales

FEBRUARY 6, 2018

Belfort also shares much of his personal history, making this an engaging read for anyone who likes a little color with their informational content. And since few decisions are purely pragmatic (in fact, it’s typically the opposite), you’ll probably end up losing the deal. Getting a Decision. By Sheryl Sandberg.

Sales Management 111

Sales Management e-Learning Sales Management 111

Hubspot Sales

DECEMBER 12, 2017

Belfort also shares much of his personal history, making this an engaging read for anyone who likes a little color with their informational content. And since few decisions are purely pragmatic (in fact, it’s typically the opposite), you’ll probably end up losing the deal. Getting a Decision. By Sheryl Sandberg.

Sales Management 111

Sales Management e-Learning Management Sales 111

Hubspot Sales

DECEMBER 13, 2019

Keep reading to learn about what healthcare consulting entails, what makes it a desirable profession, and how you can begin working in the field (if you aren’t already). Make an average salary ranging between $91K and $131K. This will make you even more desirable to work with for specific clients. Why healthcare consulting?

Healthcare 97

Healthcare Government Insurance Decision-making 97

Outbound Engine

DECEMBER 4, 2019

Make Data Cleaning a Routine. Because successful marketing relies on data-driven decision making. If your data is inaccurate, your decisions won’t be much better. If your data is inaccurate, your decisions won’t be much better. Instead, make it your goal to reach your audience on a more personal level.

Small Business 145

Small Business Marketing B2C Media 145

MTD Sales Training

FEBRUARY 22, 2017

Let’s say you are selling Buildings insurance cover for the cost of damage and repairs. You also provide contents insurance, but are more expensive than the larger insurance companies. In this case 3 questions are enough: Who covers you for your house insurance? You do a good job and have a lot of satisfied customers.

Insurance 58

Insurance Sales Training Decision-making Meetings 58

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

Hubspot Sales

MARCH 3, 2020

According to the Bureau of Labor Statistics , from 2008 to 2010 consumer spending decreased in the areas of food, housing, entertainment, personal insurance, pensions, apparel, and services. Over the past decade, digital marketing has changed the way consumers make buying decisions. 2020 Sales Strategies.

Artificial Intelligence 118

Artificial Intelligence Sales Retail Transportation 118

Hubspot Sales

OCTOBER 6, 2021

Maybe you’ve been working in your industry forever, or perhaps you’re relatively new to your field but have discovered that you’ve got quite a knack for making things better. You could enjoy your job and make a good living at it — but it might not seem fulfilling enough. An independent contractor's role is much more involved.

Insurance 104

Insurance Decision-making Suppliers Banking 104

Hubspot Sales

MAY 3, 2019

It felt good to understand a critical part of my company and learn how to use it to make better business decisions. It’s is important for tax purposes, as larger assets that impact your business’s ability to make money can be written off based on their depreciation. And … it wasn’t as bad as I thought. Depreciation. Liabilities.

Banking 141

Banking Energy and Utilities Profitability Investors 141

Help Scout

JUNE 30, 2021

It is an undeniably challenging move to make, but there are plenty of resources and examples to learn from. Making remote work … work … looks very different when your team does not share core working hours. Make sure your leaders are recording meetings and updating shared documents for everyone. Protect time buffers.

Remote Working 134

Remote Working Meetings Communication Decision-making 134

Hubspot Sales

DECEMBER 12, 2019

Simply put, consultants work to make their clients more successful. Strategy consultants are typically experts in a certain industry or field and advise on high-level, strategic business decisions, such as company vision, resources, and investments. What makes you an expert? Operations Consulting. Financial Strategy Consulting.

Healthcare 138

Healthcare Supply Chain Software Software 138

ReviewTrackers

JUNE 2, 2017

The ability to deliver trust-based customer experiences is one of the biggest challenges facing providers, brands, and organizations in insurance. According to IBM , only 43 percent of consumers trust the insurance industry. In fact, this lack of trust in insurance providers has remained above 50 percent since 2007.

Insurance 22

Insurance Customer Success Stakeholders Decision-making 22

Planview

OCTOBER 27, 2015

As Metlife’s Senior VP of Innovation, Geyer spends quite a lot of his time thinking about intelligent design and collaboration, and just about everything he does is in an effort to drive innovation deeper into the DNA of one of the world’s leading life insurance companies. Culture Change and Market Growth. Increased Process Efficiency.

Innovation 74

Innovation Insurance Facilitation Decision-making 74

Hubspot Sales

DECEMBER 22, 2017

Now I'm surrounded by incredibly smart (and fun) people, propelling my marketing career forward, and experiencing perks such as unlimited vacation, health insurance, 401k matching, tuition reimbursement, free books, free beer, and more. The only decision she had to make was whether or not she wanted to move me forward to an interview.

Insurance 111

Insurance Decision-making Marketing Management 111

MDI Training

FEBRUARY 25, 2021

Here you need to explore strategic possibilities and thus strategic decision-making opportunities to solve your problem and answer your strategic question. Step 7: Make a choice. Make a choice. It provides an important contribution to making the right decision for you in the strategy process. Get in touch!

Innovation 98

Innovation Digital Transformation Leadership Digitalization 98

ACT

APRIL 15, 2021

The goal is not just to make sure your emails don’t appear to be spam, but to make sure they are not spam, in any way, shape, or form. Knowingly using spam keywords comes with inherent risk, so you’ll also need to make sure your other reputation factors are squeaky clean, as you’ll effectively be afforded less leeway by spam filters.

Insurance 71

Insurance Internet Profitability Decision-making 71

Help Scout

JULY 1, 2021

Often, customer service skills are transferable; however, in some cases there are significant differences that make things a bit more complicated. Managing an interaction where someone’s vintage Joanie Loves Chachi sweater was lost in the mail is very different from trying to figure out if someone’s insurance claim will be approved.

Healthcare 105

Healthcare Insurance Decision-making Government 105