Mike Kunkle

OCTOBER 24, 2021

How can you use sales analytics and strategic objectives to prioritize those gaps? Then, prioritize to close the gaps, based on what you believe will best support your company’s current strategic objectives and tactical plans. Prioritize Further with Sales Analytics and Strategic Objectives. Collaborate Cross-Functionally.

Sales 130

Sales Prioritization Sales Analytics Sales Training 130

Flevy

JUNE 17, 2021

Organizations pursue these initiatives for a number of reasons—e.g. This approach is instrumental in helping organizations capitalize on growth opportunities locked in M&A deals. The 10 phases of the M&A Growth Framework organized under the 3 timeframes include: Pre-close Planning & Preparation. First 100 Days.

Customer Experience 111

Customer Experience Prioritization Acquisition Banking 111

Flevy

AUGUST 2, 2022

Almost every organization strategizes in the hope that it will lead to successful outcomes set by the management. Strategies should essentially be simple enough, for leaders at each echelon of the organization, to comprehend, communicate, and bear in mind so as to impact everyday activities. Strategy, in essence, is about choices.

Energy and Utilities 111

Energy and Utilities Banking Prioritization Decision-making 111

Flevy

FEBRUARY 2, 2023

Cost Transformation is a reality that every organization has to face, several times, in its period of existence. Proper and enduring Cost Transformation provides an opportunity to reformulate an organization’s complete course. Such Transformations are increasingly being spearheaded by Activist Shareholders in recent times.

Shareholders 109

Shareholders Investors Digital Transformation Digitalization 109

Hubspot Sales

JULY 17, 2019

Which one will make your sales organization's lives easier? If you're using a CRM, consult the system's help documentation to determine how best to set up an automated email schedule for your reports. If so, document the specific boundaries of each region. Lead prioritization automation. Sales Force Automation Examples.

CRM 109

CRM Sales Prioritization Insurance 109

Upland

NOVEMBER 27, 2023

Before you strategize how you’re going to sell, therefore, you have to understand the organization you’re selling to. Most importantly, you’ll need to assess how import- ant this initiative is for the organization. The enemy might be an operational issue rooted in organization, process, culture, skill, or tech.

Account Planning 195

Account Planning Suppliers Decision-making Leadership 195

Nutshell

JUNE 18, 2024

A brainstorming tool provides individuals or teams with an easy way to collect and organize their thoughts during a brainstorming session. With them, you can: Organize your thoughts: Brainstorming software helps you sort and categorize all the information gathered during the idea-generation process, making it easier to understand.

Brainstorming 71

Brainstorming Organization Software Software 71

Flevy

JULY 15, 2021

A Strategic Alliance is referred to as “an agreement between 2 organizations to share resources to carry out a mutually beneficial initiative.” Whereas, in a JV, 2 organizations share resources to create a separate company. Strategic Alliances are typically formed to: Better compete in a market. Ability to plan production.

Management 111

Management Negotiation Procurement Banking 111

Hubspot Sales

JANUARY 20, 2021

For most sales organizations, that's the goal. There's no definitive guide or structure for how an organization should approach sales support. Nowadays, many companies are prioritizing technology when carrying out sales support functions. Your prospect's experience with your sales organization doesn't end when they buy.

Sales 119

Sales Advertising Communication Prioritization 119

Hubspot Sales

JULY 22, 2020

I’ve compiled a list of 18 sales planning tools, listed here in no particular order, which can help you organize your sales process and plan calls and more with greater efficiency. Sales Productivity Tools. HubSpot Sales Platform. Pricing: Free. Pipeline Manager is one app that does the work of many, to make sales planning simple.

Account Planning 128

Account Planning Sales CRM Prioritization 128

Flevy

JULY 6, 2022

These solutions can be combined with other Sales and Marketing systems, e.g. CRM or any Marketing Automation platforms , to better target and prioritize communications with key accounts. ABM systems document this data, automate sharing it between various units, and maintain Marketing funnels or sales pipelines.

Marketing 109

Marketing Account Management Facilitation CRM 109

Hubspot Sales

AUGUST 6, 2019

Take care of HR documentation, set them up with a computer, and introduce them to the company at a high level. This tells your new reps where to prioritize efforts and what kind of numbers they’ll be held to. You should also lay out the foundation for how your organization assesses and communicates with decision makers.

Negotiation 139

Negotiation Onboarding CRM Sales Training 139

Hubspot Sales

SEPTEMBER 25, 2019

Using a CRM is a more efficient way to maintain contact information than a spreadsheet or document because it allows for segmentation and automation. Having a customer-focused mindset involves prioritizing the wants and needs of the customer at the center of what you do on the job. transaction, you might practice give them their $.50

Retail 142

Retail Sales CRM Prioritization 142

Hubspot Sales

DECEMBER 10, 2019

To focus your outreach on the right people, you have to prioritize. Prioritize your personas. Prioritize your personas by ranking each buyer on a scale from one to five on the following: Alignment with your solution. Level of influence within the organization. Size of their budget. Record all information in your CRM.

Manufacturing 123

Manufacturing Media Prioritization Sales 123

Hubspot Sales

NOVEMBER 14, 2019

Map the value stream — An exercise to help you ensure value flows throughout your organization and processes. When was the last time your organization evaluated your sales process to ensure it truly serves your customers and is as efficient as possible? Next, your team should document the process as-is.

Transportation 113

Transportation Manufacturing Suppliers CRM 113

Flevy

MARCH 16, 2021

To supplement this organizations need to develop a culture that lives the brand. Prioritizing the main benefits of a product that an organization wants to concentrate on is a critical decision to build a brand. These benefits should be those that are offered to the customers, and are not that the organization gets.

Decision-making 98

Decision-making Small Business Marketing Organization 98

Insightly

JANUARY 19, 2022

Integrations add functionality to CRMs and build a reliable source of truth you can count on to make decisions across your entire organization by connecting every single application you use to run your business. You likely want all of the integrations right now, but how do you decide which to prioritize? What is CRM integration?

CRM 104

CRM Decision-making Prioritization Onboarding 104

Flevy

OCTOBER 23, 2023

The procurement function in most organizations deserves more attention than it gets. Organizations can adopt the following best practices to streamline and manage their purchasing and supply functions: Consolidate the supply requirements of various units at the headquarters level.

Supply Chain 102

Supply Chain Procurement Suppliers Digital Transformation 102

Hubspot Sales

APRIL 19, 2019

And when it includes graphics and logos, they are clearly organized and not cluttered. ReCheck is a blockchain platform that specializes in document protection, and its sales deck emphasizes the importance of simple text and organization. The sales deck touches on all the key points a sales presentation should cover.

Value Proposition 142

Value Proposition Sales Software Software 142

Mike Kunkle

AUGUST 8, 2023

7 Common Barriers to Sales Transformation Barrier 1: Siloed Mindsets and Departments One of the most persistent challenges in many organizations is the presence of siloed mindsets and departments. It’s easy to prioritize quick wins over sustainable growth initiatives. This is a definite growth killer.

Sales 130

Sales Prioritization Innovation Sales Training 130

Help Scout

APRIL 27, 2021

Understanding and managing the power of the queue is critical to a sustainable customer service organization. Apart from all the complexities of prioritizing and responding, to customer service professionals, the queue can begin to feel like a living entity. Prioritize conversations by using workflows, tags, and folders.

Management 119

Management Prioritization Decision-making Organization 119

Hubspot Sales

NOVEMBER 22, 2023

Account and Lead Lists: Organize your leads and accounts using in-platform lists. 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. Pricing: Free Trial, Core starting at $79.99/month,

CRM 112

CRM Decision-making Sales B2C 112

Hubspot Sales

OCTOBER 1, 2018

To help prioritize first steps, I put them in sequential order -- starting with those that offer value the fastest and ending with those that require more time. Automatically track and organize every sales attempt. Use documents to connect with more contacts at your target accounts. However, don’t stop after the first few.

CRM 109

CRM Publishing Media Decision-making 109

Hubspot Sales

JULY 7, 2019

Today’s customer desires a strategic partner to deliver value across their organization. Expand on your org chart from Section three to include personal motivations and decision criteria, and plot your value-based selling points to specific members of your customer’s organization. Customer value scorecard. Net promoter score (NPS).

Account Planning 132

Account Planning Co-Creation Account Management Negotiation 132

Hubspot Sales

SEPTEMBER 16, 2020

Once they’ve entered the pipeline, reps should closely track and document how opportunities move through the sales process, noting what methods of communication and sales tactics work best when converting opportunities into customers. With all of this, organization is key. Who are the stakeholders you need to engage with?

Account Management 133

Account Management Sales Account Planning CRM 133

Mike Kunkle

MAY 11, 2022

I’ve been involved in sales transformations that were entirely focused on getting the best-possible performance out of the sales force (ranging from a 30 to 600 percent increase in sales), independent of retooling the rest of the organization. In my experience, the potential for improvement in most sales organizations is significant.

Co-Creation 130

Co-Creation Sales Sales Training Decision-making 130

Hubspot Sales

FEBRUARY 8, 2023

Although only 37% of all sales organizations currently use AI in sales processes, more than half of high-performing sales organizations leverage AI. Data enrichment is the process of pulling data into an organization's database (typically a CRM) from third-party sources. That doesn’t mean fully automating your sales jobs.

Artificial Intelligence 131

Artificial Intelligence Sales CRM Decision-making 131

Hubspot Sales

OCTOBER 17, 2018

Document your winning results, and share them with your team. While blogs, when composed correctly, tend to perform better in organic search results, videos tend to show more promise on social media. A landing page designed for organic search, meanwhile, might contain more text for search engines to index. Let it run.

Brainstorming 145

Brainstorming Co-Creation Media Onboarding 145

Help Scout

JULY 15, 2021

Self-service content like help documentation is always useful, and the more robust you can make it, the better. Pain point #4: Prioritizing requests. One part of that plan is developing a process to prioritize tickets. Our customers team documented Help Scout’s triage process if you’re interested in a more in-depth view.

Energy and Utilities 116

Energy and Utilities Prioritization Decision-making Onboarding 116

ClearPoint Strategy

SEPTEMBER 8, 2021

It’s up to you to decide which one can provide the strongest framework for your organization. For example, a project to publish a software update would include an activity to write the technical documentation, which should take 6 hours and is dependent on finalizing testing. Click To Tweet.

Management 98

Management Construction Banking Government 98

Hubspot Sales

MAY 3, 2024

One reason for this is AI’s capacity to prioritize tickets and then route them to human agents. They had this to say about support ticket prioritization: “We recently started to utilize generative AI tools that can analyze CX requests based on sentiment, intent, and language before appropriately categorizing tickets,” says Salama.

Small Business 112

Small Business Media Co-Creation Publishing 112

Zendesk

JANUARY 4, 2022

For support agents, organizing and triaging customer requests from various channels is already a challenge. Ticketing systems document and track customer issues and interactions, making it easier for customer service teams to manage their support cases. Ticketing systems. Ticketing systems.

Prioritization 98

Prioritization Software Software Manufacturing 98

Upland

SEPTEMBER 29, 2023

Prioritizing finding people with influence within an account will help you earn support and avoid being blindsided by an unknown detractor. It means asking the right questions, and mapping those out in a visible document. Relationships are vital to winning deals that matter. You need to understand the entire account landscape.

Stakeholders 195

Stakeholders Sales Decision-making Internet 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. At least in those organizations, the enablement team was not seen as critical in difficult times or able to support the sales force in getting better results in a crunch.

Leadership 130

Leadership Stakeholders Decision-making Sales Training 130

ClearPoint Strategy

JULY 28, 2021

How do you identify the right goals for your organization? A strategy map is your fail-safe to help you work through your organization’s priorities and goals in the proper order. A typical strategy map organizes objectives into four categories, or perspectives. The four perspectives for for-profit organizations include: Finance.

Value Proposition 98

Value Proposition Software Software Government 98

Hubspot Sales

JUNE 24, 2021

Project scope is the understanding of the work that an organization needs to do to deliver those functions and features. Document all project requirements. That starts with touching base with clients and stakeholders to get a firm picture of what everyone wants and documenting all the requirements that stem from those conversations.

Stakeholders 115

Stakeholders Leadership Decision-making Communication 115

Hubspot Sales

JUNE 16, 2020

Good sales performance is highly valued but it can also be elusive to achieve for many salespeople and organizations. Get organized. If organization isn’t your strong suit, get help quickly. Ask an organized team member to walk you through their workflow to give you some ideas.If Document your success.

Sales 131

Sales Sales Management Negotiation Meetings 131