Planview

MARCH 19, 2025

Financial services organizations are navigating a rapid pace of change, driven by technological advancements, shifting consumer demands, and the complexity of global economic forces. Technological Advances : Innovations in AI, machine learning, and digital currencies redefine how organizations operate and meet consumer expectations.

Financial Services 52

Financial Services Banking Management Government 52

Flevy

JUNE 27, 2024

Most organizations struggle with Strategy execution. Furthermore, organizations only realize about 60% of their strategies’ value. Having a Strategic Management Office –i.e. Having a Strategic Management Office –i.e. The SMO is the team responsible for managing the Corporate Strategy of the organization.

Management 97

Management Facilitation Finance Performance Review 97

Hubspot Sales

JANUARY 31, 2021

Here's what you need to know to get more business contacts in today's world, organize them with digital systems, and turn the relationships into opportunities. The Best Way to Manage Your Business Contacts. You can think of your CRM as the biggest (and hopefully most organized) address book your business can have.

Management 136

Management CRM Suppliers Digitalization 136

Hubspot Sales

AUGUST 7, 2024

I distinctly remember the day I learned about CMRs: I was using a spreadsheet for my contact management, and I felt like other people maintained their networks better by sheer luck. CRM stands for “customer relationship management” system. and see everything important at a glance in your sales pipeline management dashboard.

CRM 115

CRM Software Software Onboarding 115

Upland

NOVEMBER 28, 2021

When evaluating reference apps designed to streamline the sales reference request and fulfillment process, organizations should consider five core attributes: 1. In organizations that use Salesforce, a Salesforce-native reference app will be the quickest and easiest for sellers to get started with. 100% native Salesforce application.

B2B 195

B2B CRM Sales Organization 195

Red Star Kim

JANUARY 28, 2024

Last week I was excited to lead an MBL session on “Tackling Change Management – A Workshop for Professional Firms”. Leadership, emotional intelligence and teams in change management. Leadership and change The role of leadership and leaders in change management provoked much energetic discussion.

Emotional Intelligence 130

Emotional Intelligence Leadership Management Facilitation 130

Force Management

MAY 26, 2021

(as seen on Netflix's Last Chance U: Basketball Series) — each episode has something for everyone in your organization. Tune in and share with your sales reps, managers and other leaders in your organization. Find each episode on your favorite podcast player, so you can easily download, listen and share.

Organization 148

Organization Management Sales 148

Account Manager Tips

SEPTEMBER 7, 2022

More and more companies expect their key account managers to be thought leaders. Why key account managers need a personal brand I've been collecting job descriptions for years. I was a little startled to find key account managers are now expected to be thought leaders. Director of Account Management, Conduent. Here's how.

Key Account Management 130

Key Account Management Account Management Management Media 130

SBI Growth

FEBRUARY 6, 2025

Once considered a catch-all team performing various misfit duties for sales, our research uncovered that modern enablement has grown to support essential functions across the commercial organization. But as the scope grows within an organization, so does the cost.

Customer Success 62

Customer Success Organization Management Sales 62

Hubspot Sales

SEPTEMBER 4, 2024

If you’re looking for CRM (Customer Relationship Management) software for your startup, a third-party review website like G2.com Image Source One timesaving solution is to let each team member manage their own spreadsheets, but this creates another problem: data silos. Top Features of Startup CRMs 1.

CRM 105

CRM Software Software Marketing 105

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

Nutshell

FEBRUARY 28, 2025

Built directly into your Nutshell CRM, Nutshell Quotes makes it easy to create, send, track, and manage sales quotes without ever switching apps. Nutshell Quotes is a fully integrated add-on for Nutshell CRM that empowers your sales team to generate, send, monitor, and manage quotes right from inside Nutshell. What is Nutshell Quotes?

CRM 78

CRM Management Software Software 78

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. So can the absence of purposeful change leadership and management. Have your sales managers assess the sellers on their teams.

Sales 221

Sales Prioritization Innovation Sales Training 221

Flevy

JANUARY 24, 2022

A question faced by many business leaders in today’s dynamic, uncertain, and changing business environment is: Is our organization “Fit for Growth?” Reasons include the manner in which costs are managed and resources deployed. The fundamental question needed to be asked is: how to assess whether the organization is Fit for Growth ?

Banking 111

Banking Organization Management Meetings 111

Flevy

MARCH 21, 2025

Organizations that fail to innovate, stagnate. Developed by Bansi Nagji and Geoff Tuff in their 2012 Harvard Business Review article Managing Your Innovation Portfolio, the matrix organizes Innovation initiatives into three categories: Core, Adjacent, and Transformational. Innovation is no longer a luxuryits survival.

Innovation 52

Innovation Supply Chain Digital Transformation Marketing 52

Upland

NOVEMBER 28, 2021

Many organizations don’t have formal customer reference or advocacy programs at all. Even if they do manage to come through, who knows how applicable the contacts they provide will be to the opportunity at hand? Download our eBook: Win more deals with peer-to-peer sales references > The Hail Mary. What is it?

B2B 195

B2B Prioritization Customer Success Organization 195

Flevy

NOVEMBER 9, 2021

Conventional approach to Organic Growth has business leaders extending their existing product lines and brands, as well as entering new geographic regions. Focus-driven Growth demands that the organization progress sequentially through a set of 7 steps. Every organization has segments of Growth areas.

Banking 111

Banking Leadership Prioritization Organization 111

Upland

SEPTEMBER 21, 2023

Third, winning sales teams (like those highlighted in the book) have unparalleled deal execution and management. Listen to the whole podcast via the link above, and download our recent eBook, The Practice of Account Planning to learn more about the delicate art and science of account planning from Nigel Cullington.

Software 221

Software Software Account Planning Account marketing 221

Brooks Group

APRIL 3, 2025

As a sales leader, youre likely managing a team that spans multiple generations. Even worse, less than 30% of sales organizations feel they know how to motivate millennials to become a positive influence in their workforce. How can companies deal with a growing generation gap within their sales organization?

Sales Training 52

Sales Training Prioritization Innovation Organization 52

Flevy

JULY 18, 2022

While it is customary for managers to emphasize financial performance, effective managers pursue new opportunities in order to create added value. Business Model Diversification allows creation of value, if managed astutely, and can aid managers enhance performance and expand the goal of the enterprise.

Value Proposition 111

Value Proposition Banking Innovation Organization 111

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. DOWNLOAD Want to generate more leads? (Of Download it today! Idea management platforms Idea management platforms are ideal for brainstorming in large teams or sharing ideas remotely.

Brainstorming 71

Brainstorming Organization Software Software 71

Apptivo

FEBRUARY 20, 2023

ABCs of sales lead management 3. Sales Lead Management Process 4. Implementing a Lead Management Strategies to increase sales 5. However, inbound sales teams need a well-defined lead management system and the right tools to get the most value out of those leads.

Management 103

Management Sales Software Software 103

Hubspot Sales

OCTOBER 13, 2020

Below, let's learn HubSpot sales managers' top tips for training your SDR team. Download This Template for Free. You can use it to build out a more detailed and specific onboarding plan for your organization. As a sales manager, it's important to set expectations for your team. Did you know that most SDRs require 4.1

Management 126

Management Sales Training Sales Management Meetings 126

Flevy

JULY 7, 2022

To survive in the Digital Age, organizations must pursue Digital Transformation to not only support strategies and reach customers, but also to modernize and achieve excellence in their internal operations and processes. Yet, most organizations are unable to properly strategize their transition to Digital Maturity. Digital Strategy.

Digitalization 105

Digitalization Digital Transformation Innovation Banking 105

Flevy

MARCH 25, 2025

Organizations like Netflix, Tesla, and Amazon apply these principles daily, sensing trends, acting decisively, and reshaping their capabilities before the competition catches up. DCF forces organizations to evolve. Sensing Great organizations dont just respond to changethey anticipate it. This isnt theoretical.

Decision-making 52

Decision-making Innovation Digital Transformation Internet 52

Flevy

FEBRUARY 9, 2022

Organization Learning. The game imitates a scenario where managers make informed bets about the future based on data and insights into the level of uncertainty encountered. Organization Learning. You can download an editable PowerPoint on Strategic Thinking Games here on the Flevy documents marketplace.

Strategic Thinking 111

Strategic Thinking Decision-making Insurance Banking 111

Brooks Group

MARCH 7, 2024

Procurement managers have a reputation for focusing only on price. Or can sales professionals engage purchasing managers, buyers, and agents differently to have more success selling to them? Understanding Procurement Manager Challenges Procurement managers are in a unique position. Is this deserved?

Procurement 87

Procurement Management Decision-making Sales Training 87

Flevy

MARCH 14, 2022

The current ever-changing and increasingly connected world demands taking an amplified approach to Innovation and Innovation Management. Aspiration behind Innovation development, in quite a few instances, is to gain knowledge, information, knowhow, and technology that is, typically, deficient in the organization. Inviting Approach.

Innovation 111

Innovation Banking Decision-making Organization 111

Flevy

JULY 5, 2022

Digital Transformation is a matter of survival now for all organizations particularly businesses. Altering organizations to cater to the progressively digital market environments and gaining benefit of the digital technologies to enhance operations are vital objectives for virtually every modern-day business.

Digitalization 109

Digitalization Digital Transformation Artificial Intelligence Banking 109

Flevy

OCTOBER 1, 2021

Only 4% of the respondents asserted that they plan on implementing organization-wide AI in 2020. A robust AI Implementation Strategy needs to be first devised in order to assist the organizations in moving forward with their AI deployment plans. A year earlier, the same survey revealed 20% of the executives planning to do that.

Artificial Intelligence 111

Artificial Intelligence Banking Organization Government 111

Flevy

JULY 1, 2024

Whether the focus is a strategy, operations, tax, finance, HR, or IT, management consulting firms have become a staple of corporate life. From defining strategic directions to simply serving as an additional pair of hands for outsourced work, management consultants have become inextricably linked to the success of most large organizations.

Innovation 98

Innovation Stakeholders Facilitation Decision-making 98

Nutshell

OCTOBER 22, 2024

This acknowledgment highlights the platform’s ability to deliver powerful, user-friendly tools tailored to the unique needs of B2B organizations. By delivering up-to-date insights and in-depth reviews, Research.com guides organizations toward top-performing software products through carefully curated and well-evaluated lists.

CRM 71

CRM B2B Software Software 71

Nutshell

JUNE 27, 2024

A well-managed sales pipeline can help you achieve this. Read on to learn how to manage a sales pipeline for SMBs, the benefits of doing so, and best practices. Download it today! First, let’s look at the benefits of having a well-managed sales pipeline for your SMB.

Management 71

Management CRM Sales Small Business 71