Fri.Mar 01, 2024

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Achieve more engagement and buy-in: Relationships, Plan, Expectations, Benefits, Persuasion and Training

Red Star Kim

At the recent Training – PM Forum on “ Buy-in, engagement and stakeholder management ” workshop we welcomed executive and manager delegates from legal and accountancy firms as well as a delegate from Poland. The session used the 7P model of buy-in to explore rational and emotional tools to achieve buy-in: Plan, Process, People, Psychology, Persuasion, Pressure and Patience.

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Leaders: Here’s Why Your Sellers Are Underperforming

SBI Growth

CEOs want to retain the playmakers and managers that have proven themselves in the past. But for many companies, their talent may now be holding them back. It goes beyond tech augmentations and enablement, it is the fundamental hiring framework that is flawed. How has sales evolved from the past, and what should leaders look for when finding new talent?

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The 5 Greatest Competitor Monitoring Tools To Help You Gain an Edge

Nutshell

While you should always focus on your business’s competencies and objectives first, keeping an eye on your competitors provides you with ideas on how to improve your marketing approach. Competitor monitoring tools give you the power to track your competition’s wins and losses, giving you a competitive advantage within the market. That said, different competitor tracking tools bring different features and benefits to the table.

CRM 71
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Showing Your Shared Services ROI: 3 Ways to Prove Your Team’s Worth

Planview

As a leader of a shared services or center of excellence team, you might wonder how to showcase your team’s business value as tangibly as sales figures do. It’s crucial to articulate a clear and measurable value proposition for your team, which can significantly ease budget discussions. Let’s explore strategies for defining your team’s impact in quantifiable terms, making your contributions as evident and persuasive as financial outcomes when budgeting time comes around.

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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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5 key CRM integrations in 2024

Insightly

Data-driven organizations are strategic when it comes to collecting and organizing CRM data. But how can your company be strategic when data are created and stored in so many different locations and formats? Email inboxes, social media sites, document repositories, and other third-party software tools are just a few of the places where your data live.

CRM 52
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Intelligent call routing: How it works and best practices

Zendesk

What is intelligent call routing? Intelligent call routing (ICR) is a refined telecommunications technology that efficiently directs incoming calls based on various factors, such as the caller’s needs and agent availability. ICR optimizes call handling and improves customer experiences by using data points and algorithms to connect callers with the most qualified agents.

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How to use a virtual data room for M&A 

PandaDoc

Mergers and acquisitions require buyers and sellers alike to enter in a vast amount of confidential company data. 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. A virtual data room (VDR) solves this problem. It provides a secure, online hub where relevant parties can conduct business virtually.

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Grow your business with Insightly’s Partner Program 

Insightly

Choose an Insightly Partner to help with your CRM and marketing automation tasks, or become an Insightly Referral Partner and expand your service offerings and grow your revenue. Either way, you win! What is the Insightly Partner Program? The Insightly Partner Program is a community of businesses that offer CRM implementation and management services, marketing automation implementation and management services, and more to businesses of all sizes in all types of industries.

CRM 52
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Top 8 Best Practices for Creating Effective Business Reports

ClearPoint Strategy

Elevate your business reporting with our top 8 best practices, crafting informative and impactful insights that enhance your strategic decision-making.