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

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. It also outlines the customer’s buying process and stages.

Stakeholders 71

Stakeholders Sales CRM Value Proposition 71

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. You know when teammates are with you in a document or chat. Win plans.

Stakeholders 52

Stakeholders Account Planning Decision-making Sales 52

Miller Heiman Group

APRIL 9, 2019

According to CSO Insights research , only 29 percent of organizations report being effective at using a formal process for account engagement and development of relationships with key stakeholders. When managing large accounts, many sales teams struggle to access diverse stakeholders. Develop a Situation Appraisal.

Stakeholders 92

Stakeholders Value Proposition Decision-making Account Management 92

Upland

AUGUST 25, 2023

An influence map is a visual tool that helps you identify and understand the stakeholders who have a say in your project or decision. It can be used to: Identify the key stakeholders who need to be engaged in order to achieve your goals. Understand the relationships between stakeholders and how they influence each other.

Stakeholders 195

Stakeholders Decision-making Sales Leadership 195

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

Red Star Kim

AUGUST 11, 2022

Then it looks at the change management process (without mandating particular processes or steps) in detail – with an emphasis on stakeholder engagement before, during and after the change process and the various process groups and inputs/outputs required: Evaluate change impact and organizational readiness. Define the change.

Management 130

Management Stakeholders Digital Transformation e-Learning 130

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

PandaDoc

MARCH 4, 2024

A virtual data room , or VDR, is a secure, online space acting as a repository of a company’s documentation, and serves as a virtual hub where company users share real-time information with other investors, clients or stakeholders when executing investment banking deals. What is a data room for investment banking?

Banking 52

Banking Investors Acquisition Stakeholders 52

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 293

Leadership Stakeholders Decision-making Sales Training 293

PandaDoc

MARCH 1, 2024

These documents are private and must be kept in a safe place for the duration of the deal, while still allowing appropriate access to all stakeholders involved in the transaction. Buyers had to make an appointment and physically travel to a location to audit paper documents. A virtual data room (VDR) solves this problem.

Acquisition 52

Acquisition Stakeholders Government Software 52

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

PandaDoc

MARCH 22, 2024

To keep all your assets safe and sound during due diligence, you need a robust solution for secure document management. Key takeaways VDRs used for due diligence provide safe storage of private documentation and ensure secure data sharing between internal and external stakeholders. billion in 2022 and is forecast to reach $4.8

Computers and Electronics 52

Computers and Electronics e-Learning Facilitation Software 52

PandaDoc

AUGUST 29, 2024

PandaDoc, while not a traditional enterprise workflow solution, is nevertheless an excellent workflow automation tool that enables you to manage and simplify all your document and contract workflows. See also The 11 best software platforms for document automation in 2023 4. Need an easy way to automate your document workflows?

Software 52

Software Software Management CRM 52

Corporate Visions

MARCH 9, 2021

Your customer stakeholders invested in your solution because they believed you would make a meaningful contribution toward their strategic business goals. Their decision to continue or increase that investment hinges on your ability to document results toward those goals.

Decision-making 115

Decision-making Stakeholders 115

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 Decision-making Sales Stakeholders 243

ProlifIQ

MAY 17, 2024

Can team members easily understand the various roles stakeholders have when they look into an account? However, teams are accustomed to gathering information from stakeholders, getting important details and notes, and putting them into slide decks, spreadsheets, sticky notes, or Word docs.

Key Account Management 52

Key Account Management Account Management Management Procurement 52

ProlifIQ

MAY 17, 2024

Can team members easily understand the various roles stakeholders have when they look into an account? However, teams are accustomed to gathering information from stakeholders, getting important details and notes, and putting them into slide decks, spreadsheets, sticky notes, or Word docs.

Key Account Management 52

Key Account Management Account Management Management Procurement 52

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

MAY 31, 2024

A well-defined sales process map involves key stakeholders, breaking down the stages and naming them accordingly, with various media employed to visualize the map, and tracking the progress through key sales metrics. Step 2: Write down the current sales strategy Gather input from the stakeholders to map the existing sales process.

Sales 52

Sales e-Learning CRM Stakeholders 52

Flevy

OCTOBER 25, 2022

Integration of Stakeholders. Integration of Stakeholders. energy, healthcare, mobility—hinge on effective collaboration between matching stakeholders. . You can download an editable PowerPoint presentation on Integrative Innovation Management here on the Flevy documents marketplace. . Integration of Capabilities.

Innovation 98

Innovation Management Energy and Utilities Digital Transformation 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

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 7) Document Management: Bit.ai Table of Contents. (1) Conclusion. Click to Tweet. (1)

Key Account Management 130

Key Account Management Account Management Management Onboarding 130

PandaDoc

MARCH 29, 2024

Automation tools, such as software designed for business proposals or contract management, accelerate collaboration with all stakeholders. These tools come with the following features: A tracking feature A tracking feature shows you what progress has been made in a document. What is the deal desk process?

Negotiation 52

Negotiation Stakeholders Profitability Government 52

PandaDoc

AUGUST 27, 2024

Generally targeted at employees and other stakeholders. Empower your team with PandaDoc Empower your team with tools that reduce document creation time by 50%. A powerful vision statement can unite employees and leaders, drive company strategies, and secure stakeholder confidence. Focused on your future aspirational goals.

Food and Beverage 52

Food and Beverage Stakeholders e-Learning Profitability 52

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

DECEMBER 1, 2020

After discussion topics and meeting expectations have been defined and shared with guests, an agenda can serve as a guide and outline for meeting notes and the documentation of decisions. Remembering who each of these stakeholders are, their roles and responsibilities, and relationship to the decision-maker can be even more difficult.

Meetings 139

Meetings Decision-making Stakeholders Sales 139

Nutshell

APRIL 3, 2024

By creating a clear focus and process for your audits, you can ensure that you find the information you’re looking for and create meaningful reports for your stakeholders or points of contact! Discuss your audit goals with stakeholders 4. Then, you must master learning how to conduct an SEO website audit! Conduct the audit 5.

Stakeholders 71

Stakeholders Digitalization Marketing Internet 71

Flevy

AUGUST 5, 2022

Research into the public documents of listed companies brings to light key data about these companies, their Strategies, and their Strategic Priorities. The public documents that were evaluated to identify Strategic Priorities for the study included: Fiscal year’s Form 10-K report. grow, improve, increase—or with a gerund—e.g.

Shareholders 109

Shareholders Investors Supply Chain Prioritization 109

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. Customers Customers are the users or stakeholders of the system. Let’s examine the first 3 key elements of CATWOE for now.

Digital Transformation 52

Digital Transformation Facilitation Stakeholders Retail 52

PandaDoc

JULY 9, 2024

Salespeople and stakeholders can rely on enterprise sales solutions to make data-guided decision-making and forecasting. Document management: Platforms like PandaDoc allow sales reps to work on documents and save them in the cloud for easy access and record keeping. Read AI can also transcribe and summarize calls with clients.

Software 52

Software Software Negotiation Sales 52

PandaDoc

OCTOBER 15, 2024

Deal desks can incorporate large teams of relevant stakeholders within sales, finance, product marketing, product management, legal, customer success, and more as needed. Approval management: set the order for document approvals before it’s moved to the next step. An easy way to do this is through integrations.

Software 52

Software Software Finance Sales 52

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

Strategic Communications

AUGUST 7, 2024

Communication about the purpose of the plan, the process of creating it and its final format should be ongoing with all key stakeholders—internal and external to the organization. The strategic plan should not be a ‘secret document’ shared only with a few; it should be a roadmap used by all to achieve identified goals.

e-Learning 59

e-Learning Communication B2B Publishing 59

AchieveIt

MAY 4, 2023

You probably opened a spreadsheet, PowerPoint, or Word document during an initial strategic planning meeting and never looked back. Each team is using its own spreadsheet or document. Once again, the strategy leader needs to collect all of the updates and documents from all of the teams and manually create one uniform update.

Stakeholders 52

Stakeholders Decision-making Organization Leadership 52

Hubspot Sales

MAY 10, 2021

You need something known as an implementation plan — a document that covers most aspects of your project's blueprint and preferred trajectory. Everyone from management to lower-level stakeholders needs a comprehensive picture of what's going on, their specific responsibilities, and what to expect from the rest of their team.

Stakeholders 109

Stakeholders Banking Organization Communication 109

Hubspot Sales

JUNE 24, 2021

They have an ideal result that they're trusting a firm and its stakeholders to achieve. Scope creep occurs when those stakeholders wind up adding additional functions, features, requirements, or other unauthorized work as a project progresses. Differences in Stakeholders' Opinions. Document all project requirements.

Stakeholders 106

Stakeholders Leadership Decision-making Communication 106