2023

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Building a Business Case for Strategic Planning Software

ClearPoint Strategy

Learn how to build a business case for strategic planning software. Discover strategies to convince stakeholders of the value and ROI of this investment.

Software 100
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4-Phase Guide to the Strategic Planning Process

OnStrategyHQ

The Strategic Planning Process in 4 Steps To help you throughout our strategic planning framework, we have created a how-to guide on the basics of a strategic plan, which we will take you through step-by-step. Free Strategic Planning Guide What is Strategic Planning? Strategic Planning is when organizations define a bold vision and create a plan with objectives and goals to reach that future.

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The Upside of Churn: Why Losing Customers Can Be a Good Thing

Account Manager Tips

Think losing clients is bad for business? Think again! Find out how strategic customer churn can be a game-changer for your business growth.

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Help! My Top Performer Just Quit!

The Center for Sales Strategy

Have you ever felt like being a manager is a lot like juggling? And right when you think you’ve got all the balls in the air… whoops! When it’s the sudden departure of a top performer, it can make you literally drop everything! So, what can you do?

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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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Elevate Your Strategy: ClearPoint now Integrates with Microsoft Teams!

ClearPoint Strategy

Stay streamlined and in sync. ClearPoint brings strategy to your fingertips.

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How ClearPoint Revolutionized Strategy Management in 2023

ClearPoint Strategy

Welcome to the new era of strategic management with ClearPoint.

More Trending

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How to Score Deals in the Final Quarter [Data & Expert Backed Tips]

Hubspot Sales

It’s here, the biggest sales quarter of the year. The very moment deal-seekers everywhere shoot their shot, turn prospects into buyers, and score buzzer-beating slam dunks that accelerate the business to record-breaking sales. Q4 sales are often the most lucrative of the year, but successful sales don’t come simply because of the season. Sales professionals who are doing their best work in Q4 are executing their sales processes to perfection.

B2C 122
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The Top 5 Leadership Tips Learned from Past Recessions

Customer Think

While people are hesitant to accept the likely reality that we are heading into a recession, we’re seeing higher interest rates, less venture capital funding, and widespread layoffs in the tech industry. Despite the uncertainty, there’s some good news: even if we are facing a recession, these moments are temporary.

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Refreshing your Strategy for the New Year

ClearPoint Strategy

Set your strategy up for success.

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Rethinking Enablement for the Future: The Power of Commercial Effectiveness Integration

Mike Kunkle

Introduction In today’s fast-paced and challenging business landscape, maximizing organizational success hinges on seamless coordination across various functions. Nowhere is this truer than with the commercial organization. At the core of this synergy lies a concept that wields immense influence in driving revenue and ensuring organizational performance – cross-functional Commercial Effectiveness.

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2024, The Year of the Customer

2023's struggles fueled a shift: companies are ditching wasteful strategies in favor of data and AI-powered growth. Enter 2024, the year GTC takes center stage. Discover 5 ways a customer-centric approach unlocks new revenue and delivers lasting success.

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Navigating the New Generation of Strategic Account Managers

Strategic Account Management Association

Denise Freier, President and CEO at Strategic Account Management Association (SAMA), and Dino Bertani, Vice President, Head of Alliance Management at Zealand Pharma, talked about what’s shaping the role of KAMs/SAMs in today's business arena, and how Sales and KAM/SAM leaders can enable KAMs/SAMs to meet current and future customer needs. The post Navigating the New Generation of Strategic Account Managers appeared first on Strategic Account Management Association.

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Buying Groups – How to Navigate Complex Buyer Structures

Upland

Buying groups have changed the world of B2B sales. In fact, there is almost double the number of buyers involved in a complex buying journey today than at any other point in history. While selling to a single buyer is a challenge, it’s nothing compared to the challenge of navigating buying groups. Buying groups come with the challenges sellers are already accustomed to, with the added difficulty of handling competing priorities, varying levels of support, more frequent turnover, and beyond.

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The Only Key Account Management Strategy You Need

Account Manager Tips

A key account management strategy helps you optimize the relationship between you and your most valuable clients. Find out how to create one, the easy way.

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The 8 best CRMs for marketing

Nutshell

Table of Contents What is CRM? What is a CRM system in marketing? Why CRM is important for marketing Essential CRM Features for Marketing Teams Eight Best CRMs for Marketing Nutshell Zoho Hubspot SugarCRM Agile ActiveCampaign Greenrope Aritic Calculate the Costs of a CRM for Your Marketing Team Choosing the best CRM for your marketing campaigns Effective marketing is about more than just attracting one-time customers.

Marketing 171
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How to Stay Competitive in the Evolving State of Martech

Marketing technology is essential for B2B marketers to stay competitive in a rapidly changing digital landscape — and with 53% of marketers experiencing legacy technology issues and limitations, they’re researching innovations to expand and refine their technology stacks. To help practitioners keep up with the rapidly evolving martech landscape, this special report will discuss: How practitioners are integrating technologies and systems to encourage information-sharing between departments and pr

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Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)

Red Star Kim

It was good to meet the private client lawyers – some recently promoted to head of department – for a workshop on “ Managing and growing your private client practice” earlier this month. This post summarises the key themes discussed, provides an additional learning resource for the delegates and includes further information – as promised – to some of the questions posed by delegates.

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Why AI Won’t Replace Your Salespeople Anytime Soon

Sales Readiness Group

In just a matter of a few months, ChatGPT has created a global frenzy. Ask it a question, and ChatGPT answers mimicking human conversation. Its capabilities are amazing and show how Artificial Intelligence (AI) has evolved from a futuristic concept into real-world applications that are changing how we live and work today.

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5 Ways AI Will Help Sell More

The Center for Sales Strategy

Whether you think the future of Artificial Intelligence (AI) is Wall-E or The Terminator, the reality is that AI is going to change the way that you sell. According to Crunchbase, there are nearly 10,000 AI startups. 10,000 new AI companies in the last year are a staggering number of people focused on how AI can help your life, business, and organization.

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How to Get Into Tech Sales in 2023

Hubspot Sales

Tech is one of the fastest-growing industries today. In fact, the number of technology startups has increased by 47% in the last decade — creating a need for competent salespeople. If you have an interest in tech — and an even greater interest in helping people — a career in tech sales could be a smart move. However, there are a few things you should know before diving in.

Sales 135
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1st, 2nd, and 3rd Party Intent Data: Which Is Right for You?

How do 1st, 2nd, and 3rd party intent data compare? 1st, 2nd, and 3rd party data each have specific advantages and disadvantages. It comes down to four factors: accuracy, cost, control and quantity. This infographic explains the pros and cons of each and helps you understand which one is best for meeting your business objectives. Intent data can be a great way to fill your pipeline and close more deals.

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Revolutionizing Customer Experience with Digital Transformation

Customer Think

The era has turned digital. So, enterprises around the globe are using digital transformation to drive business success. With the advancement in technology, companies can now engage with customers in more ways than ever. Digital transformation has become the key to improving customer experience.

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Is your ego stopping you from making a sale?

Software Sales Guru

Is your ego stopping you from making a sale? One of the key tenets of my Sales Star Coaching Model is that a person’s current beliefs dictate the outcomes they will achieve. The idea is that the belief (sales = pitching) causes a person to act a certain way (lead with a pitch) and to get a certain result (buyers are not forthcoming because they. Read more The post Is your ego stopping you from making a sale?

Sales 130
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Enablement is Hard. Do It Anyway.

Mike Kunkle

Purposefully orchestrating organizational performance improvement is difficult. It requires a wide range of knowledge, skills, capabilities, practices, and mindsets, as well as mental toughness, emotional maturity, and, often, the ability to influence without authority. It’s organizational behavioral change management, for sure, and requires both smart and hard work.

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Strategic Account Management Association (SAMA) Formalizes Partnership with The Congruity Group

Strategic Account Management Association

Dayton, OH, April 3, 2023 – The Congruity Group announced today that they have formalized a partnership with the premier association for strategic account management. “We could not be more excited to partner with SAMA,” said Congruity CEO Betsy Westhafer. “Throughout my career, I have had exposure to many professional associations, but I have yet to … Continue reading Strategic Account Management Association (SAMA) Formalizes Partnership with The Congruity Group The post Strategic Account

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How to Leverage Intent Data for Better Outcomes

Speaker: Susan Spencer, Principal of Spencer Communications

Intent signal data can go a long way toward shortening sales cycles and closing more deals. The challenge is deciding which is the best type of intent data to help your company meet its sales and marketing goals. In this webinar, Susan Spencer, fractional CMO and principal of Spencer Communications, will unpack the differences between contact-level and company-level intent signals.

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Sales Velocity Equation – 4 Levers to Success

Upland

Velocity is the speed of something moving in any given direction. At Upland Altify, we think about velocity a lot. So much so that we created this sales velocity equation to get sales teams moving in the right direction. That direction is revenue. How fast you get there depends on four key levers. Sales velocity vs deal velocity – what’s the difference?

Sales 356
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45 Best Questions To Ask Your Client to Get to Know Them

Account Manager Tips

Get the conversation started with the 45 best questions to ask your client to get to know them, reveal new opportunities and hidden risks.

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Evaluating the 9 best CRMs that integrate with QuickBooks

Nutshell

One of the main benefits of CRM software is the ability to get every aspect of your business working in sync. Table of Contents Why use a CRM Quickbooks integration The best CRMs for QuickBooks integration Nutshell Method Insightly Zoho Microsoft Dynamics 365 Salesforce Copper Freshsales Greenrope Frequently asked questions about CRM QuickBooks integration Look for the best CRM, not the best integration By uniting your communication and marketing tools with your sales platform, your team can con

CRM 159
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Book review: The Strategy Book by Max McKeown

Red Star Kim

Being easy to read, short and jargon-free The Strategy Book (FT Publishing, 2012) is a considerable achievement bearing in mind the subject matter. I deliver and facilitate strategy workshops and it’s always good to be able to recommend strategy books to delegates. This one is equally helpful for experienced leaders and students first grasping the principles of strategic thinking.

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The 2023 Supply Chain Crystal Ball: Challenges and Solutions

Speaker: Olivia Montgomery, Associate Principal Supply Chain Analyst

Curious to know how your peers are navigating ongoing disruption? The supply chain management techniques that dominated the last 30 years are no longer supporting consumer behavior or logistics and manufacturing capabilities. So what’s working now? What should your plans for 2023 include? By researching the supply chain challenges and solutions that businesses – especially small and midsize businesses – are currently experiencing, we’ve learned what’s working and what’s not.

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A 4-Step Process to Develop and Achieve A Sales Vision For Your Team

Sales Readiness Group

For many sales managers focusing on short-term day-to-day results, it is often challenging to think like a leader and focus on achieving a long-term vision. But that is exactly what a sales manager must do to maximize their team's performance. With the right vision, your team can transcend expectations and reach new heights of sales excellence.

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How to use the Seven Universal Trust Behaviours

Jermaine Edwards

Is trust at an all time low around the world? If you were to read some of the findings from Edelman’s trust barometer you might become depressed. I’m not that much of a pessimist. In fact, I take the position of behavioral economist Dan Ariely that we can find moments of trust in everyday interactions if we’re willing to look for it. Despite this we can’t ignore that today more than any time in history our products and services are exposed to scrutiny, comparison, commodity and competition.

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How to Sell Services Online

Hubspot Sales

Long gone are the days of solely visiting brick-and-mortar businesses to find what you need. Now, e-commerce is booming and here to stay. You can also buy virtually anything online, including services. These services range from financial counseling to tarot readings. When we think about online selling, we usually think about selling products like clothing or electronics.

Media 133
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Can customers tell you how to run your business?

Customer Think

If you put what’s important to them ahead of what you think is important for your business, and allow your imagination to take over, customers will begin to drive your business and ultimately, if you let them, drive your success.

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The Truth About Sales Agility: Separating Fact From Fiction

Speaker: Michelle Vazzana

Every sales organization wants their sales force to be agile. Why? Because the world is rapidly changing, becoming more complex, and making the salesperson’s job harder. Organizational leaders are unsure of the best way to equip sellers to succeed in this new reality. Should they change their sales methodology? Should they adopt better technology tools?