Account Manager Tips

JULY 27, 2021

Eco-friendly Allows communication across organizations (more straightforward to send an email to a CEO than get a meeting with one) Disadvantages of email No context Can get out of control with endless chatter (reply after reply, forward after forward) Just because your client read your email doesn't mean they did anything about it.

Communication 244

Communication Meetings Key Account Management Prioritization 244

ClearPoint Strategy

FEBRUARY 11, 2022

‘Hey, are you ready for our meeting?’ ’ This is the dreaded question we hear so many times a day, in a work culture filled with meetings. You want your meeting to be the one that people don’t dread. An Introduction To Strategy Review Meetings. Meeting Preparation. The Meeting.

Meetings 98

Meetings Decision-making Leadership Facilitation 98

Mike Kunkle

AUGUST 30, 2023

It might be a simple task like using a new piece of collateral that buyers like better, or it might be a complex set of skills and behaviors, like conducting a situation assessment, or facilitating a pre-planned meeting. But it’s all about behavior change. Spend time getting this right, because in the next step, it builds your plan for you.

Leadership 293

Leadership Stakeholders Decision-making Sales Training 293

Hubspot Sales

JUNE 22, 2020

Additionally, if your new hire needs access to any special systems, have the steps they need to take to gain access documented so the employee can immediately begin requesting the access they need to do their role. Have digital onboarding and company culture documents ready. Schedule regular one-on-one meetings.

Onboarding 137

Onboarding Remote Working Communication Meetings 137

Hubspot Sales

AUGUST 7, 2024

With a cloud-based CRM platform, you can download software from the cloud and get instant access — but it needs to meet your unique needs: Pleasant User Experience. SaaS startups need to choose a CRM that meets them where they're at now and can keep up with projected growth over the next five and 10 years. Growth Potential.

CRM 115

CRM Software Software Onboarding 115

Red Star Kim

OCTOBER 3, 2022

Qualification processes varied significantly – from structured assessment during enquiry handling through detailed discovery telephone calls to time intensive in person scoping meetings. It was interesting that three quarters of the delegates always seek to talk to the client before preparing their sales proposition and pitch documents.

Meetings 130

Meetings Decision-making Communication Marketing 130

Account Manager Tips

SEPTEMBER 29, 2020

1) Sales Intelligence: LinkedIn Sales Navigator (2) Appointment scheduling: Arrangr (3) Sales automation & engagement: Salesmate.io (4) Database: Airtable (5) Note taking: Milanote (6) Task Management: Todoist (7) Document Management: Bit.ai What it does Arrangr is the fastest, easiest way to set up a meeting. Table of Contents. (1)

Key Account Management 130

Key Account Management Account Management Management Onboarding 130

Red Star Kim

APRIL 11, 2023

Producing a great looking document or presentation really quickly is not a great strategy if the win rate isn’t improving. They listed all the key documents to deconstruct: the main document, pricing document, specification and supporting appendices (including policies).

Government 130

Government Innovation Meetings Finance 130

Hubspot Sales

JANUARY 11, 2021

PandaDoc is a proposal, contract, and document solution that helps you create, track, approve, and electronically sign sales (plus marketing, revenue ops, and customer success) documents faster. Integrate Proposify with HubSpot to create, send, sign, and track sales documents directly in HubSpot.

B2B 143

B2B Sales CRM Banking 143

Nutshell

SEPTEMBER 18, 2024

This understanding will help tailor solutions to meet their unique needs. This is done by presenting a solution that meets the customer’s needs and secures their commitment. This is because bigger deals mostly require a more strategic selling process, structured framework, and good documentation.

Stakeholders 126

Stakeholders Sales CRM Value Proposition 126

Planview

APRIL 20, 2023

They work with sales and answer all the requests for information and security and privacy documents. They I also oversee the RFXIS team of four technical writers (RFXIS stands for “Request for X [Proposals or Information] and Information Security.”).  They are the best in the business. Tell us about your career journey to date.

Meetings 98

Meetings Profitability Banking Software 98

Mike Kunkle

APRIL 8, 2023

They should be well documented in your CRM, preferably with a scoring system. (Although, in complex B2B opportunities, especially with longer sales cycles, qualification – like discovery – may be ongoing, because new stakeholders are introduced, others leave, budgets shift, and in general, things change.)

B2B 243

B2B Sales Decision-making Stakeholders 243

Upland

DECEMBER 6, 2021

Multitasking, jumping from meeting to meeting, and racing the clock, are all too familiar for salespeople. When working together on account plans and opportunity plans, it’s all too easy for nuggets of insight to get typed into various documents and saved to dispersed cloud drives and local computers never to be found again.

Account Planning 195

Account Planning Account Management Organization Customer Success 195

Hubspot Sales

APRIL 22, 2020

We use this template to reach as many contacts in a repeatable way that makes Jan’s life easier and his reps more successful at booking meetings. Every template needs to be fine-tuned to meet your targets in your industry using your brand guidelines, so make sure to start conversations in a way that makes sense for your business.

e-Learning 131

e-Learning Sales Onboarding Publishing 131

Hubspot Sales

DECEMBER 19, 2019

Do your best to set up a phone call for this conversation; if you can, meet in person. Don’t hesitate to follow up with additional phone calls or meetings to better understand your client and what they need from you. A consulting proposal is a two-way document, meaning both parties should have a say in the content it includes.

Client Relationships 133

Client Relationships Meetings Marketing 133

Hubspot Sales

APRIL 24, 2019

If they meet 85% of the quota, they'll receive 85% of the commission. Documentation. The salesperson must agree to use documentation and tools that are approved by the company to keep track of their sales activities. This template can be signed by your recipients, and you'll be able to track the document's opens and views.

Sales 145

Sales Insurance Financial Services Manufacturing 145

Help Scout

JULY 29, 2021

So in addition to helping existing customers, great documentation can help you acquire new customers. And while there are tons of reasons to have help documentation on your customer-facing site, it’s not enough to just have them: If done poorly, your documentation may confuse or frustrate your customers even more.

Prioritization 142

Prioritization Telecommunications Software Software 142

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

Nutshell

DECEMBER 8, 2023

user/month Notable features: Scan an unlimited amount of business cards and trade show badges directly to Salesforce as leads or contacts Free Slack integration & scan PDF Documents Strong customer support Summary: Vision-e has provided scanning solutions to Government, Enterprise, and global businesses. Vision-e Price: $4.99/user/month

CRM 123

CRM Sales Software Software 123

Planview

FEBRUARY 13, 2025

Traditionally, supply chains were linear and compartmentalized, heavily reliant on manual processes, paper-based documentation, and isolated systems. This shift is crucial for meeting the complex demands of modern automotive manufacturing, where just-in-time production, customization, and global sourcing are increasingly prevalent.

Supply Chain 52

Supply Chain Digitalization Manufacturing Digital Transformation 52

Hubspot Sales

SEPTEMBER 12, 2022

Meeting sales targets virtually is possible, but it does require specific skills and techniques that help you build relationships and make value propositions without ever meeting your customers face-to-face. For example, customers might wonder how they ensure the safety of signing a document if they can’t meet with you in person.

Virtual Selling 111

Virtual Selling Value Proposition Remote Working Communication 111

Hubspot Sales

NOVEMBER 4, 2020

Here, we'll learn more about what that kind of document is, see what should be on the one you create, and get a template for one your business can use. Doctors, law firms, accountants, and virtually any other kind of company or businessperson that deals with clients can leverage these kinds of documents.

Logistics 141

Logistics Organization B2B Meetings 141

Help Scout

AUGUST 19, 2021

Beyond that, you’ll find several knowledge base article examples and learn how to go about creating templates for them so it’s even easier to build effective documentation. To build knowledge base articles that meet all of those criteria, follow these eight best practices. What is a knowledge base article? It takes a sincere effort.

Customer Experience 126

Customer Experience Publishing Organization Account Management 126

Hubspot Sales

MAY 29, 2024

A detailed organizational chart with roles and responsibilities clearly listed An easy way for investors to get a hold of your staff to schedule meetings or for a quick conversation (think calendar invites, emails, etc.) Work with a trusted lawyer to gather all important documents and ensure that your company's legal status is unimpeachable.

Investors 103

Investors Cybersecurity Shareholders Suppliers 103

SuperOffice

JUNE 30, 2022

For example, without an integration, meeting invites from Outlook need to be manually added into the CRM platform so that it syncs with your Outlook calendar. With Activity Board you get a better visualization and overview of your projects, and PDF Manager will help you convert all your SuperOffice CRM documents into PDFs in one click.

CRM 106

CRM Computers and Electronics Decision-making Digitalization 106

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

Hubspot Sales

OCTOBER 2, 2019

A well-rounded performance review should include the following: Documented goals the employee is being assessed for - Talk to your reps about how they performed in regard to the specific metrics outlined in their performance review plan. Did your employee meet expectations? 3 — Meets expectations. 2 — Needs improvement.

Management 142

Management Performance Review Sales Software 142

Hubspot Sales

NOVEMBER 22, 2023

Meeting Scheduling: Eliminate the back-and-forth email exchanges by offering prospects the ability to schedule meetings directly from your calendar, reducing friction in the sales process. Key features: Electronic Signatures: Send contracts, agreements, and other documents directly from your CRM.

CRM 116

CRM Decision-making Sales B2C 116

ProlifIQ

FEBRUARY 6, 2025

” Account Research Research and Documentation: The speaker started by emphasizing the importance of documenting research and highlighting key points relevant to the account plan. They recommend meeting with the account team at least once a month to ensure accountability and to emerge as the strategic leader for the account.

Account Planning 52

Account Planning Logistics Internet B2B 52

Hubspot Sales

FEBRUARY 16, 2021

Trademarks can last forever, as long as you continue to use the mark, file documents and pay fees about every ten years. Ensure your application meets legal requirements and submit. Once you've gathered all your forms and you're ready to submit, meet with a lawyer to make sure your application meets all the legal requirements.

Publishing 111

Publishing Meetings 111

Brooks Group

FEBRUARY 10, 2025

Now, its like a packed corporate strategy meeting where every department sends a representativeeach with an opinion and veto power. B2B buying groups are larger than ever. Ten to fifteen years ago, a seller could huddle up with three or four decision makers and quickly decide on a purchase.

B2B 76

B2B Emotional Intelligence Stakeholders Value Proposition 76

Hubspot Sales

MAY 25, 2021

As a Black small business owner, I took a closer look at the biggest obstacles I faced while building a team – such as finding talent, trusting team members, and managing the administrative tasks that come with contracts, payroll, and other documentation – and created the ultimate guide to building a team so you can focus on growing your business.

Finance 136

Finance Small Business Meetings Onboarding 136

PandaDoc

OCTOBER 15, 2024

Tap into our sales tools with deal rooms, quotes, document creation, and more. Document Tracking analytics can increase your close rate by up to 36%. These analytics also give you insight to how long people spend on documents, helping you determine which areas may need work by tracking the completion rate.

Food and Beverage 52

Food and Beverage Management Sales Profitability 52

Hubspot Sales

JUNE 16, 2020

Anyone can have a good sales month, but a high-performing salesperson and sales team can meet or exceed expectations for an extended period of time through different sets of economic circumstances and competitive situations. Document your success. Have regular one-on-one meetings with each team member.

Sales 142

Sales Sales Management Negotiation Meetings 142

Nutshell

MARCH 25, 2024

It’s where the rubber meets the road, and the initial relationship you’ve built with your customer before their purchase is put to the test. In-person client onboarding: Here, you would meet with your client face-to-face at each step in the onboarding process, which can go a long way toward instilling a more profound sense of trust.

Client Onboarding 127

Client Onboarding Onboarding Customer Experience CRM 127

Account Manager Tips

OCTOBER 6, 2022

The problem with email 12 tips to tame your inbox Try this unique extension to organize your documents Worth a click Quote of the week. Try this unique extension to organize your documents I had the pleasure to be introduced to some passionate entrepreneurs at Teamstand. Table of Contents. CLICK HERE. Time Zone Converter.

e-Learning 130

e-Learning Organization Account Management Management 130

Hubspot Sales

JUNE 28, 2022

It also has major economic benefits from a cost of sales perspective — for instance, rather than paying for each sales rep to travel to meet in-person with buyers, plenty of selling can now be done virtually. For one, it provides your employees with flexibility and autonomy to work where they'd prefer.

Sales 122

Sales Brainstorming Leadership CRM 122