Flevy

JULY 16, 2024

Developed by Peter Checkland in the 1970s, SSM focuses on understanding and addressing the perceptions, values, and interactions of stakeholders involved in the problem situation. Transformation Process : The conversion of inputs into outputs, depicting the change or process facilitated by the system.

Digital Transformation 52

Digital Transformation Facilitation Stakeholders Retail 52

Flevy

JUNE 21, 2024

It is crucial across various industries for collaborating with stakeholders to resolve business issues, particularly as organizations worldwide increasingly embrace Digitization. You can download an editable PowerPoint presentation on Heptalysis here on the Flevy documents marketplace. Do You Find Value in This Framework?

Investors 52

Investors Decision-making Value Proposition Digital Transformation 52

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

Flevy

JULY 6, 2022

ABM systems facilitate the stakeholders in creating the most qualified leads, developing tailored purchasing journeys, enhancing the lifetime value of customers , and maintaining a healthy pipeline of promising accounts. These solutions focus on sales intelligence data (e.g. Do You Find Value in This Framework?

Marketing 109

Marketing Account Management Facilitation CRM 109

Planview

SEPTEMBER 20, 2021

We created Instant Coffee to help facilitate better idea generation — whether you’re a C-level executive thinking through your company’s next big move, or an individual contributor trying to collaboratively solve a problem with your team. Check out this blog for helpful tips for facilitating a successful Lean Coffee virtually.

Brainstorming 98

Brainstorming Facilitation Meetings Stakeholders 98

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

ProlifIQ

MARCH 30, 2023

An account plan should be interactive and a living, breathing document used as a framework for the account. Key account planning drives the sales and support teams to document the stakeholders you will be working with. It drives accountability for reps to build relationships and multi-thread into other business units.

Account Planning 98

Account Planning Key Account Management Account Management Stakeholders 98

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

Hubspot Sales

NOVEMBER 22, 2023

Key features: Electronic Signatures: Send contracts, agreements, and other documents directly from your CRM. Document Tracking and Management: Track the status of your documents in real-time. Document Tracking and Management: Track the status of your documents in real-time.

CRM 105

CRM Decision-making Sales B2C 105

Upland

SEPTEMBER 1, 2023

These tools are a centralized repository where relevant information about individuals, key stakeholders, potential opportunities, next steps, and more can be accessed. This approach extends beyond the sales department to include marketing, customer support, and other key stakeholders.

Decision-making 195

Decision-making Stakeholders Customer Experience CRM 195

Mike Kunkle

AUGUST 30, 2023

This conundrum can breed skepticism, both within the enablement team (as mentioned above) and from the stakeholders in their organization. The ability to convey this vision can rally senior leaders and front-line stakeholders alike behind our initiatives. Build Alliances: Alignment doesn’t occur in a vacuum.

Leadership 130

Leadership Stakeholders Decision-making Sales Training 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. Deal desk stakeholders and their roles are clearly defined, streamlining approval workflow. A deal desk introduces a new approach to managing deals. Let’s get to it!

Negotiation 52

Negotiation Sales Stakeholders Digitalization 52

Envisio

NOVEMBER 1, 2023

This provides residents, elected officials, and other stakeholders with visibility into your strategic initiatives, projects, and even geographical mapping. Document Integration: Streamlined Access to Resources Manage project-related documents with ease, attaching and organizing documents of various types.

Management 52

Management Government Stakeholders Decision-making 52

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

MAY 8, 2024

A robust SMB sales strategy is underpinned by adopting smart solutions like document management software and sales automation tools. Enterprise sales cycle can also be enlarged due to objections brought by multiple stakeholders. What are SMB sales? Small businesses are companies with fewer than 100 employees.

B2C 52

B2C Small Business Sales Decision-making 52

ProlifIQ

FEBRUARY 23, 2023

This will give you insight into the other players you’ll want to connect with and primes them to understand your solution affects multiple functions/stakeholders. This puts you in a position to bring a distinct POV to those stakeholders you just uncovered. Typically, those purchases required multiple stakeholders to be involved.

Stakeholders 52

Stakeholders Account Planning Decision-making Facilitation 52

Flevy

MARCH 19, 2024

The framework facilitates providing strategic insights into the factors essential for the success of an enterprise. Without a firm customer-centric strategy, organizations fail to meet the demands of shareholders and other stakeholders. Interested in learning more about the strategies and approaches under Ohmae’s 3C model?

Shareholders 52

Shareholders Decision-making Digital Transformation Manufacturing 52

Mike Kunkle

FEBRUARY 5, 2023

Yet, it’s still documentable; still a process. By the way, even Gartner isn’t saying that – they discerned it and documented it – they’re just saying it’s a long, hard slog sometimes.) Should sales process be adaptable? Yes, absolutely! By the way, I’ve never advocated rigidity.)

B2B 231

B2B Sales Decision-making Negotiation 231

PandaDoc

FEBRUARY 23, 2024

Automation is fundamental to building a robust sales pipeline ; document management tools fused with CRM software accelerate this process. You can find information about the proposals or quotes you’ve created or sent, how many of them were viewed and signed, and also how long your entire document workflow takes.

Management 52

Management CRM Sales Decision-making 52

Arpedio

DECEMBER 19, 2023

They act as the bridge between the client and the company, facilitating communication and problem-solving. Collaboration platforms facilitate real-time communication and document sharing, making it easier for account managers and customer success teams to work together, even if they are in different locations. Let's talk!

Account Management 52

Account Management Communication Management Artificial Intelligence 52

Arpedio

DECEMBER 19, 2023

They act as the bridge between the client and the company, facilitating communication and problem-solving. Collaboration platforms facilitate real-time communication and document sharing, making it easier for account managers and customer success teams to work together, even if they are in different locations. Let's talk!

Account Management 52

Account Management Customer Success Management Artificial Intelligence 52

DemandFarm

NOVEMBER 3, 2023

Even before they interact with different stakeholders, your team must be armed with a unified plan and must have access to all relevant information. Members of your sales team can access and edit these documents that are available to anyone who might need them.

Management 52

Management Artificial Intelligence Stakeholders Decision-making 52

Nutshell

JULY 7, 2023

Consult the documentation and support resources provided by your CRM vendor and other software providers to understand the integration options available to you and other best practices. Get input from those who will use the integration Communication and collaboration with stakeholders are essential for successful integration.

CRM 62

CRM Software Software Facilitation 62

Revenue Storm

JUNE 14, 2022

In a report published in Q1 this year from Gartner, in a complex B2B purchasing decision, the stakeholders spend only 17% of their time with suppliers. What research do you need to do in advance of the conversation and more importantly, what is your point of view on it that you can share to facilitate a discussion? of the time.

Suppliers 78

Suppliers B2B Decision-making Facilitation 78

AchieveIt

MARCH 15, 2024

The Disconnect Between Strategy and Execution For years, leaders have crafted strategies in PowerPoint slides and documents. Strategies can fail right at the start of implementation because stakeholders don’t get it, the market changes, or it’s just hard to turn big plans into everyday actions that the team can handle.

Decision-making 52

Decision-making Stakeholders Communication Prioritization 52

PandaDoc

FEBRUARY 28, 2023

They act as a translator and facilitator between a legal department and a non-legal one by making a transparent workflow of the way processes operate. Legal ops can also set a clear protocol for handling documents and contracts so that nothing gets lost. See also: How to create effective document templates 5.

Government 52

Government Negotiation Software Software 52

Flevy

JULY 19, 2024

The Stage-Gate Process also facilitates better decision-making by providing clear criteria for evaluating project viability. Engaging stakeholders early and maintaining clear communication are also crucial for smooth adoption. Moreover, the process fosters a culture of continuous improvement. Do You Find Value in This Framework?

Brainstorming 52

Brainstorming Innovation Decision-making Value Proposition 52

AchieveIt

JULY 10, 2023

Instead of focusing on the strategic activities you’re meant to do — such as guiding the implementation, aligning stakeholders, and driving results — you find yourself trapped in an endless cycle of gathering updates.

Decision-making 52

Decision-making Stakeholders Meetings Facilitation 52

PandaDoc

AUGUST 23, 2023

Even in a situation where a product is passed along to multiple, different stakeholders before the end customer gets it, the customer still has to pay the sales tax. The only catch is the stakeholders dealing with the product are required to have a resale certificate. Try now What is nexus, and what does it have to do with sales tax?

Government 52

Government Sales Retail Transportation 52

Hubspot Sales

NOVEMBER 14, 2019

This is also the time to identify key stakeholders and roles and responsibilities to keep the activity on track. Next, your team should document the process as-is. As you document each step, make sure you also indicate who is responsible and how long each task takes. Now let’s walk through value stream mapping step-by-step.

Transportation 104

Transportation Manufacturing Suppliers CRM 104

Flevy

APRIL 6, 2021

Implementing CPI 2 facilitates in developing innovative ideas into change initiatives. Furthermore, the CPI 2 framework helps nurture shared ideation among internal and external stakeholders—such as, leaders, employees, customers, and partners—and creates new organizational capabilities. Are You a Management Consultant?

Innovation 59

Innovation Stakeholders Facilitation Prioritization 59

PandaDoc

NOVEMBER 16, 2023

Enhanced security & content review Ensures document security, content quality. Enhanced security & content review Ensures document security, content quality. With PandaDoc’s integration, you can now facilitate a seamless customer journey. The system can facilitate real-time collaboration and feedback. The result?

CRM 52

CRM Software Software e-Learning 52

Arpedio

OCTOBER 17, 2023

From email integration to automated follow-ups, these tools facilitate consistent and personalized communication. Documentation: Create internal documentation for your team. Furthermore, integration facilitates seamless communication between your sales, marketing, customer success and finance teams. Superior together.

Account Management 52

Account Management Software Software Management 52

PandaDoc

APRIL 24, 2023

It’s much easier to pull together such disparate content if you use a document management solution like PandaDoc. With PandaDoc for sales your team can create, collaborate on, and share all kinds of critical documents, all in one place. As a constantly iterative document, your sales enablement charter must contain S.M.A.R.T.

Sales 52

Sales e-Learning Onboarding Software 52

ClearPoint Strategy

OCTOBER 22, 2021

In business, everyone talks about the importance of the strategy report : We can all agree it’s an essential document that provides an analysis of past performance and insight into the organization’s main objectives, strategies, and risks. Offer several ways to view the report—for example, as a briefing book PDF or an HTML document.

Decision-making 98

Decision-making Stakeholders Software Software 98

Arpedio

JANUARY 4, 2024

Notably, in B2B sales environments, which are often characterized by complex dealings and a multitude of stakeholders, the implementation of astute B2B sales techniques is not just beneficial but essential for sustainable success. Plot out the network of client relationships, recognizing key stakeholders and influencers.

Sales 52

Sales B2B Decision-making CRM 52

Flevy

MARCH 21, 2024

They allow us to cut through noise, zero in on the key issues, and facilitate the development of insightful recommendations. Arrangement : Planning the transformation by selecting the appropriate strategies, tools, and measures to facilitate change.

Energy and Utilities 52

Energy and Utilities Innovation Stakeholders Decision-making 52