Nutshell

SEPTEMBER 18, 2024

Navigating the complexities of B2B sales, especially with high-value enterprise deals and multiple stakeholders, can be challenging. The Miller Heiman sales process incorporates methodologies for opportunity management, stakeholder engagement, and solution selling.

Stakeholders 126

Stakeholders Sales CRM Value Proposition 126

Mike Kunkle

APRIL 8, 2023

(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.) They should be well documented in your CRM, preferably with a scoring system.

B2B 243

B2B Sales Decision-making Stakeholders 243

DemandFarm

NOVEMBER 22, 2024

Relationship Intelligence and Stakeholder Knowledge The best account managers know business is personal. They create trust-based connections by mapping out and understanding key stakeholders, tracking team shifts, and staying updated on client organization changes. Core Traits of High-Performing Account Managers 1.Relationship

Key Account Management 52

Key Account Management Account Management Management Stakeholders 52

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

ProlifIQ

OCTOBER 30, 2024

Capabilities of KAM Technology Solutions That A Company Needs Map out stakeholders by location, business unit, or job function. KAM tools help companies make better decisions with strategic customers based on stakeholder and company-owned data. These solutions typically provide visual representations of the stakeholder landscape.

Key Account Management 52

Key Account Management Stakeholders Account Planning Account Management 52

Nutshell

JANUARY 2, 2025

Customer relationship management (CRM) system Computer-aided design (CAD) software Building information modeling (BIM) software Rendering software for architects Architecture accounting software Document management tools for architects Architect business suite software Image editing software for architects Which CRM has the features you need?

Software 62

Software Software CRM Construction 62

PandaDoc

SEPTEMBER 4, 2024

Sales document automation solutions are software tools set to streamline the creation, management, and distribution of sales documents. In step with the explosion of AI integrations, such growth is no surprise considering the value document automation brings to sales reps.

e-Learning 52

e-Learning Artificial Intelligence Sales Software 52

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

Account Manager Tips

JUNE 29, 2021

Close any gaps in your solution, meet all commitments and ensure your client is satisfied. Create contact plans to keep in touch with key stakeholders in your company and your client's. A request for proposal (RFP) is a document clients create that defines their requirements for the provision of goods and services.

Suppliers 246

Suppliers Shareholders Stakeholders Decision-making 246

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

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

Account Management Skills

APRIL 22, 2024

We need to be documenting the outcomes so we keep a record of how we’ve achieved outcomes over time. This helps any new client taking over see we’ve been consistently adding value – it also helps you prove your value to other (possibly more senior) client stakeholders in the client’s business.

Account Management 52

Account Management Suppliers Management Stakeholders 52

Quip

NOVEMBER 17, 2020

Salesforce Anywhere brings documents, spreadsheets, and chat directly into the Lightning Platform and enables admins and developers to automatically associate the right document with the right Salesforce record at the right time. Customer meeting notes. Until Salesforce Anywhere became available, that is. Account transitions.

Stakeholders 52

Stakeholders Account Planning Decision-making Sales 52

Hubspot Sales

MAY 17, 2018

That matters, because meeting and exceeding expectations is ultimately what drives growth for sales. Every change to the contract requires you to modify the word document, save your changes, convert the document to a PDF, and attach and re-send to everyone involved. You can easily wrangle stakeholders. The good news?

Decision-making 111

Decision-making Stakeholders CRM Digitalization 111

Planview

JUNE 6, 2023

So how can you convince stakeholders to take a leap of faith and commit to switching platforms? In this blog, we’ll cover how to identify your key stakeholders affected by a new toolchain integration solution, how to present a solid business case, and why it’s time to swing for the fences and pitch an advanced solution.

Stakeholders 52

Stakeholders Digitalization Communication Profitability 52

ProlifIQ

MARCH 30, 2023

The account planning process includes assessing an account’s business needs, goals, and structure and making sure your product or service delivery and value meet and exceed the expectations of your key accounts. An account plan should be interactive and a living, breathing document used as a framework for the account.

Account Planning 98

Account Planning Key Account Management Account Management Stakeholders 98

Arpedio

OCTOBER 20, 2023

Understanding the power of a stakeholder matrix – A comprehensive guide Relationship Mapping Software ← Back to blog In the dynamic landscape of account management, understanding your clients’ needs, expectations, and concerns is paramount to building lasting and mutually beneficial relationships.

Stakeholders 52

Stakeholders Account Management Client Relationships Decision-making 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

Account Manager Tips

JULY 9, 2020

A thoughtful 30 60 90 day plan will impress everyone you meet during the job interview process, and your new manager will breathe a huge sigh of relief, knowing you're prepared and ready to take responsibility for your own onboarding. On your first day, invite your boss to a recurring meeting to discuss your 90 day plan.

Account Management 130

Account Management Management Key Account Management Stakeholders 130

DemandFarm

AUGUST 8, 2024

Stakeholder mapping isn’t just another box to check off on your project management to-do list—it’s your secret weapon for project success. By utilizing a stakeholder mapping template as the first step, you can effectively manage stakeholders and confidently communicate with them to move your new project forward.

Stakeholders 40

Stakeholders Decision-making Prioritization CRM 40

Hubspot Sales

JULY 5, 2022

A B2B sales flowchart is a document that shows the steps that each member of your team should take as a customer moves along the sales process. Involve all stakeholders in the process. Therefore, it’s essential to identify what stakeholders are involved in each stage of the sales process. B2B Sales Flowchart. Image Source.

B2B 115

B2B Sales Stakeholders Decision-making 115

Hubspot Sales

DECEMBER 10, 2019

Honing in on the most valuable accounts and customer stakeholders has helped me accelerate B2B sales at each of these. You’ve mapped out the specifics of your ideal customer, the personal motivations of the stakeholders -- now where do you go from here? Don’t be afraid to meet prospects where they are. Thanks in advance, Janet.

Manufacturing 133

Manufacturing Media Sales Prioritization 133

Upland

SEPTEMBER 1, 2023

Regular team meetings, knowledge-sharing sessions, and open communication channels help distribute valuable insights across the sales team. These tools are a centralized repository where relevant information about individuals, key stakeholders, potential opportunities, next steps, and more can be accessed.

Decision-making 195

Decision-making Stakeholders Customer Experience CRM 195

PandaDoc

MARCH 25, 2025

Its a decision that requires research, deliberation, and often, multiple stakeholders. Sometimes called enterprise sales, complex sales generally have a longer sales cycle involving multiple stakeholders and decision-makers. This stage can involve multiple meetings and additional stakeholders.

Sales 52

Sales Supply Chain Decision-making Stakeholders 52

Hubspot Sales

MARCH 3, 2020

After the demo, it takes a number of additional meetings to scope and confirm feasibility between technical teams. Lastly, you have to hunt down the signer and anxiously refresh your inbox until the signed documents arrive, signaling a successful deal. Have regular check-ins with key stakeholders.

Management 115

Management Stakeholders Onboarding Decision-making 115

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

Hubspot Sales

MARCH 15, 2021

An RFP, or Request for Proposal , is one of the most important documents for winning big ticket clients. Research shows involving more stakeholders in an RFP is actually better: Top performers include an average of 10 contributors in every proposal. Most teams involve these stakeholders as a minimum. What is an RFP response?

Stakeholders 132

Stakeholders Software Software Organization 132

Planview

SEPTEMBER 20, 2021

Here are some of the many ways you can use Instant Coffee: Brainstorming Incremental Planning Story Mapping Lean Coffee Impromptu Meetings PI Planning Retrospectives SWOT Analysis Standup Meetings. Instant Coffee provides the perfect blank canvas for documenting and facilitating your next brainstorming session. Standup Meetings.

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

Hubspot Sales

FEBRUARY 9, 2018

More than 8,000 companies use PandaDoc’s document management platform to send proposals and quotes (in fact, $16 million+ worth of deals have been closed with PandaDoc). We follow the same process with outbound leads, but it often takes a little longer because the rep may need to do discovery and demo with multiple stakeholders.

Sales 106

Sales Sales Leadership Stakeholders Decision-making 106

PandaDoc

AUGUST 29, 2022

The second is the sequence of actions both parties must adhere to in terms of adding any changes to the documents they’re negotiating. In a nutshell, there are restrictions regarding the online sharing of documents that contain people’s private information, and it is imperative that you and your team understand them completely.

Negotiation 98

Negotiation Decision-making Stakeholders e-Learning 98

Peter Simoons

MARCH 26, 2021

These critical tasks including maintining trust, stakeholder management and deepening relationships on both sides. A common SharePoint site may hold some documents but sharing of up-to-date alliance information has been done mainly through PDFs of internal reports that were prepared manually and approved for partner consumption.

Management 98

Management Stakeholders Government Account Management 98

Mike Kunkle

APRIL 8, 2023

(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.) They should be well documented in your CRM, preferably with a scoring system.

B2B 130

B2B Sales Decision-making Stakeholders 130

SBI Growth

JUNE 9, 2013

Each of the critical stakeholders could see every detail and could work together. The more insight his stakeholders provided the more successful the sales effort became. This also provides best practices and meeting cadence suggestions. Has the buyer requested a meeting with you to discuss their reservations?

Decision-making 107

Decision-making Stakeholders Meetings Organization 107

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

Showpad

JUNE 20, 2022

Today’s buyers spend 45% of their time independently researching their options and just 17% meeting with potential vendors. With Showpad’s Pages, reps collect key engagement data from all stakeholders on the buying team. Internal colleagues, external stakeholders, customers, everybody loves them,” Connor says. Not so much.

Stakeholders 98

Stakeholders Retail Sales Leadership Onboarding 98

Flevy

MAY 10, 2022

Emerging Markets are rapidly growing markets that already show signs of developed markets, but have yet to meet the full standards of a developed market. Such commitment can generate a host of networking and collaboration efforts in the Emerging Markets among all the stakeholders. These difficulties are amplified in Emerging Markets.

Marketing 111

Marketing Energy and Utilities Innovation Banking 111