Mon.Mar 31, 2025

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How to Write A Strategic Planning RFP - A step by step guide

Strategic Planning and Management Insights

What to consider doing before strategic planning (stakeholder engagement) If you need research & benchmarking, consider doing it first rather than within the same RFP/vendor (this is a very different area of expertise than strategic planning and facilitation) Things that arent essential within a strategic plan but that can be done before, alongside or afterwards (but will add to the time, budget, scope) such as scenario planning, competitive analysis/P5F, benchmarking, etc.

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Seamlessly Manage Contacts With Smart Lists

Nutshell

Lists and audiences have always been a sneaky powerful part of Nutshellthey let you seamlessly filter and sort all of your companys contacts and leads so you can send the right message to exactly the right people. Now when creating a list of your contacts, you can easily choose whether its a smart list or a fixed audienceso you pick whether it updates dynamically or includes a set group of your customers.

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Breaking Free: Why Key Account Management Must Escape Your CRM’s Gravity

DemandFarm

For years, Key Account Management (KAM) has been confined within the walls of CRM systemsSalesforce, Microsoft Dynamics, and HubSpot. The logic was straightforward: if customer data already lives inside a CRM, why manage key accounts elsewhere? But this assumption, simple as it is, hides a fundamental flaw. CRMs are systems of record. They track transactions, monitor pipelines, and organize data.

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LinkedIn Profile View Notifications: Track Who’s Viewing Your Profile

LinkedFusion

Have you ever wondered who’s been checking out your LinkedIn profile? Understanding LinkedIn profile view notifications can give you valuable insights into your network connections and potential opportunities. In this comprehensive guide, we’ll explore everything you need to know about LinkedIn profile view notifications, from checking who viewed your profile to leveraging these insights for professional growth.

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State of AI in Sales & Marketing 2025

AI adoption is reshaping sales and marketing. But is it delivering real results? We surveyed 1,000+ GTM professionals to find out. The data is clear: AI users report 47% higher productivity and an average of 12 hours saved per week. But leaders say mainstream AI tools still fall short on accuracy and business impact. Download the full report today to see how AI is being used — and where go-to-market professionals think there are gaps and opportunities.

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5 Strategic Outcomes: Excellence in Performance Measurement Winter 2025

Envisio

High-performing public agencies are our favorite thing! Welcome back to our outcomes series, where we show whats possible when performance measurement is used as a foundation for strategic management. In this post, well explore how different public sector organizations are translating data into actionfrom delivering on climate resilience in public schools to expanding access to affordable housing, improving public health infrastructure, and managing community growth through thoughtful local gove

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Top 5 Org Chart Tools for HubSpot CRM in 2025

DemandFarm

Managing B2B deals means dealing with buying committees theres rarely a single decision-maker. Visualizing the org structure of your prospects company helps you analyze who reports to whom, who the influencers and blockers are, and about the teams relationships. This visibility is pure gold. You can see key players in HubSpot, that can strategize: e.g., identify a VP who needs nurturing or spot a missing contact in finance who could veto my deal.

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AI-Powered Tools are Transforming the Way Account Managers Work in 2025

DemandFarm

In the past, account managers spent significant time on manual tasks like logging customer interactions, scheduling meetings, updating CRM records, and manually tracking stakeholder engagement. These repetitive processes left less time for building relationships and closing deals. Now, AI automates these tasks, eliminating data entry bottlenecks, prioritizing follow-ups based on engagement trends, identifying at-risk accounts, and even suggesting the best time to reach out to a prospect.

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How to Choose the Right AI Software for Your Wholesale Distribution Business

QYMATIX

Please enter your Email address Email Address Submit “We cannot change the direction of the wind, but we can set the sails correctly.” This sentence by Aristotle (or was it Plato?) may be thousands of years old, but it gets to the heart of what sales managers need to pay attention to today. Wholesale distribution is in a class of its own.

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Evolving Sales Forecasting: From Factored Pipelines to Commit/Upside

SBI Growth

Companies selling into a complex B-to-B sales environment are shifting away from traditional, stage-based forecasting models in favor of more dynamic approaches, such as Commit/Upside. This shift reflects a broader realization: rigid, probability-based models often fail to capture the nuance of complex selling.

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The Impact of AI on SEO agencies, with Kevin Gibbons

Account Management Skills

I spoke to Kevin Gibbons, founding director of Re:signal, a specialist ecommerce SEO agency, driving organic search growth for clients.

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AI Strategies for Sales Managers: How to Cut Down on Tedious Admin Work

What if you could help your sellers stop wasting 72% of their day on non-selling activities and focus on bringing in revenue? Incorporating AI in your enablement workflows can help you cut down on busy work, get projects done faster, and let your team (and you!) focus on making a bigger impact. We put together this guide to show you how to use AI to cut time and costs for projects, including collateral creation, development of training videos, and automating tedious processes.

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Data Visualization: Telling the Story of Your Strategy

ClearPoint Strategy

The story of your strategy is worth telling.

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How account management is evolving

Account Management Skills

AI is making agencies more efficient but most importantly it has the potential to free up account managers to spend more time deepening client relationships.

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Business Continuity Strategy Template: Free Download

ClearPoint Strategy

Learn how to create a business continuity strategy template to ensure your organization remains resilient during disruptions.