Planview

APRIL 14, 2025

Todays report explores the priorities for leaders in a volatile economy and how Planview empowers you to respond quickly as an aligned organization. Over the past several weeks, weve asked organizations how they’re navigating the uncertainty. Plus, youll get an early look at innovation thats coming soon.

Innovation 59

Innovation Decision-making Prioritization Government 59

Nutshell

MAY 4, 2023

But nurturing new donors to be long-term supporters of your organization is easier said than done. Managing a nonprofit requires a formalized system of retaining donors, volunteers, beneficiaries, and board members and building relationships with them so your organization can reach its goals. year-over-year. Do nonprofits use CRM?

CRM 139

CRM Software Software Communication 139

Nutshell

DECEMBER 17, 2024

Chances are your business will need to make an announcement at some point, whether its to introduce a new product, launch a promotion, or publicize an event. Your email marketing software should also automatically insert your contacts first and last name so your message addresses them personally.

CRM 62

CRM Marketing Software Software 62

Hubspot Sales

JUNE 8, 2022

Here, we'll explore the concept of financial forecasting in depth, review some popular financial forecasting models, go over some prominent financial forecasting methods, and see some of the best financial forecasting software solutions on the market. Financial Forecasting Software. Financial Forecasting Software. Straight Line.

Software 105

Software Software Decision-making Finance 105

Planview

NOVEMBER 21, 2024

But in case you can’t wait until next year’s event, we’re sharing some of the key content to catch up on. Our all-day executive event explored advanced strategies for digital product delivery, and leaders from companies leading the shift presented breakout sessions. We had nearly 4,400 registrants in all.

Insurance 59

Insurance Innovation Digitalization Organization 59

Hubspot Sales

OCTOBER 15, 2019

If you are getting acquainted with your CRM software and are impressed with how it functions independently, allow us to introduce you to your new favorite feature — integrations. While CRM software is powerful on its own, integrating your CRM with other tools across your sales stack makes your job so much easier.

CRM 128

CRM eCommerce Software Software 128

Hubspot Sales

AUGUST 11, 2020

Video conferencing tools are a worthwhile investment for organizations of all sizes, especially with remote work becoming the norm. In fact, since the COVID-19 outbreak began, the video conferencing software has seen a 500% increase in demand , and 67% of companies have increased their spending on video conferencing tools. Price: Free.

Software 143

Software Software Meetings Remote Working 143

Upland

DECEMBER 14, 2021

In leading organizations, Slack is often the go-to tool for collaboration, and Salesforce is the book of record for everything customer relationship-related. Teammates working in Slack can even get automatic alerts when key events happen in Altify. Work together on Altify account and opportunity plans with Slack.

Account Planning 195

Account Planning Account Management Publishing Organization 195

Planview

JULY 29, 2024

Organizations need solutions that can bend without breaking. Having an effective solution that enables your organization to adapt to your unique, changing industry demands means you’re better equipped to deliver tangible business outcomes. In this environment, the key to success is adaptability. That’s where AdaptiveWork can help.

Supply Chain 59

Supply Chain Decision-making Facilitation Stakeholders 59

Hubspot Sales

JULY 22, 2024

I am calling about our software that helps you with the strategic implementation of your biggest problems from Outbound Company. If you‘re calling a C-level executive or even a mid-level employee at a large organization, it’s likely you had to get past an assistant or front desk, which is where your senior title helped.

Value Proposition 111

Value Proposition Decision-making Software Software 111

Nutshell

JUNE 18, 2024

Benefits of using brainstorming tools The 7 different types of software for brainstorming 11 Top brainstorming tools in 2024 Tips for effective brainstorming What is a brainstorming tool? A brainstorming tool provides individuals or teams with an easy way to collect and organize their thoughts during a brainstorming session.

Brainstorming 71

Brainstorming Organization Software Software 71

Hubspot Sales

DECEMBER 16, 2020

Zach Rego is the VP of Sales and Marketing at Unstack , a marketing platform software. Natan Edelsburg on transitioning away from in-person events. In a typical year, the Muck Rack sales team would attend monthly events to expand their networks. “A Watch our free webinar on how to shift to a virtual event strategy.

Sales 144

Sales e-Learning Remote Working Decision-making 144

AchieveIt

DECEMBER 21, 2024

Unforeseen events can manifest in various forms, each with the potential to significantly disrupt even the most well-defined strategic plans. These events can range from: Broad economic downturns like recessions or inflation spikes. Regulatory changes that force organizations to change the way things are done.

Stakeholders 52

Stakeholders Prioritization Brainstorming Investors 52

Hubspot Sales

MAY 28, 2019

For example, if you sold marketing automation software , and your competitors’ prices ranged from $19.99 Hotels, airlines, event venues, and utility companies use dynamic pricing by applying algorithms that consider competitor pricing, demand, and other factors. per month to $39.99 Digital Product Pricing Strategy.

Profitability 143

Profitability Retail Digitalization Software 143

QYMATIX

APRIL 18, 2024

Karlsruhe, Germany – Lucas Pedretti, Managing Director of Qymatix Solutions GmbH, has been booked as an external speaker for eight events organized by the German Association of Technical Wholesalers (VTH). The possible applications of AI in wholesale are manifold.

Artificial Intelligence 52

Artificial Intelligence Sales Analytics B2B Retail 52

Hubspot Sales

FEBRUARY 16, 2023

Though it often takes place at formal events and happy hours, effective networking also happens when you least expect it — like standing in line at the airport. Evernote Scannable Price: Free Available on: iOS Best for: Salespeople attending in-person events Still collecting and sorting through business cards after a networking event?

CRM 131

CRM Sales Meetings Business Planning 131

Hubspot Sales

JUNE 25, 2020

That's still a core function, sure, but the CRM now has something for every team and individual in your organization. When used most effectively, CRM software is the heart of every software stack. It has become the most integrated, collaborative, and accessible tool in an organization. But how about your sales strategy?

CRM 126

CRM Sales Software Software 126

Hubspot Sales

JANUARY 11, 2021

B2B sales tools are software and devices meant to help businesses sell their products and services to other businesses. The software is meant to assist with the creation of proposals, interactive quotes, contracts, and e-signatures as well as the collection of payments. Calendy is an online appointment and scheduling software.

B2B 143

B2B Sales CRM Banking 143

Hubspot Sales

MAY 12, 2023

I got the job (and organized the papers), but we certainly both could have benefitted from better interview questions to establish expectations earlier. With time, she found she needed someone with digital software skills who could jump in quickly without much guidance. How do you keep your time and tasks organized?

Software 128

Software Software Shareholders Communication 128

Hubspot Sales

JANUARY 11, 2018

Rep: “And you’ll be using Spartan to organize customer events around the country, which currently you do not have software for. I think the next step is arranging a demo between you and an events specialist -- what do you think?”. Prospect: “Not yet, but it should be finalized on Tuesday.”. Rep: “Great. Career goals?

Decision-making 145

Decision-making Stakeholders Finance Meetings 145

Upland

MARCH 29, 2023

Gone were the face to face office meetings and networking at industry events, and in their place were hour-long zoom calls with sellers wearing hoodies. Now, however, things have changed. In mapping a rich understanding of how key players relate to one another, reps can start to uncover how things happen in the organization.

CRM 195

CRM Management Stakeholders Decision-making 195

Hubspot Sales

APRIL 6, 2020

Whether you specialize in inside sales or are a field sales pro, you have likely picked up a lead or two at an event or trade show at some point in your career. Unlike an event that draws a specific crowd, the online space could have your content and message in front of anyone. Host webinars and online workshops.

Media 132

Media Internet Advertising Digitalization 132

Apptivo

APRIL 7, 2021

While moving towards business digitalization and choosing CRM software, people often make mistakes and take what isn’t beneficial for them. They choose software that doesn’t exactly meet their expectations and also doesn’t help much in strengthening their business workflows. So, without further ado, let’s get into it.

CRM 91

CRM Software Software Onboarding 91

Hubspot Sales

JANUARY 9, 2018

For example, HubSpot salespeople might primarily sell marketing software to CMOs and sales software to sales directors. Hold two executive-level events. If you’re a SaaS company, you should note vertical-specific software is becoming more popular. Customize this template to fit your needs, organization, and goals.

Sales 145

Sales Advertising Software Software 145

Hubspot Sales

APRIL 23, 2021

HubSpot Growth Platform is a full stack of marketing, sales, and customer service software. QuickBooks is an accounting software tool designed for businesses ranging from solo freelancers to mid-sized companies. Combine Gusto with your accounting software through integrations for Xero, QuickBooks, FreshBooks, and more.

Small Business 126

Small Business Finance Banking eCommerce 126

ClearPoint Strategy

NOVEMBER 2, 2021

Strategic planning tools, or models, are designed to help organizations’ develop their action plan to achieve their goals. Your company-wide strategy is in place, but entirely ineffective—and you have a hunch that using a strategic planning model (and strategy software ) will make a big difference.

Stakeholders 145

Stakeholders Software Software Organization 145

Hubspot Sales

MARCH 3, 2020

Selling software B2B is more involved than ever before. The questions a buyer needs to consider when purchasing enterprise software can go on and on. Answering these questions involves seamless coordination between both your own company and your prospect’s organization. How will it connect and speak with our current systems?

Management 115

Management Stakeholders Onboarding Decision-making 115

Hubspot Sales

APRIL 6, 2020

Organizing meetings, making phone calls, sending emails, and attending conferences — a lot goes into relationship-building, no matter your industry. So, with that data collected in mind, we've compiled some popular follow-up email subject lines to use after your next networking event, meeting, or conference. Follow-Up Email Templates.

Meetings 136

Meetings e-Learning CRM Organization 136

Hubspot Sales

DECEMBER 20, 2019

There are few things we do without the assistance of software or smart devices, and the same goes for businesses worldwide. There are many names for technology consultants: IT consultants, computer consultants, software consultants, business and technology advisors, and more. Technology is a pillar in today’s economy.

Software 119

Software Software Communication Meetings 119

Nutshell

APRIL 17, 2020

Featuring live presentations from some of the brightest minds in sales, marketing, and customer retention, the event was a massive step forward from the first BOUNDLESS show back in February 2019 , both in terms of production value and attendance. Jump to: 11 Things You Need to Create a Successful Virtual Event.

Decision-making 126

Decision-making Media Meetings Internet 126

Hubspot Sales

APRIL 6, 2020

Whether you specialize in inside sales or are a field sales pro, you have likely picked up a lead or two at an event or trade show at some point in your career. Unlike an event that draws a specific crowd, the online space could have your content and message in front of anyone. Host webinars and online workshops.

Media 124

Media Internet Advertising Digitalization 124

Nutshell

JULY 25, 2023

Improving your sales numbers requires a healthy helping of cold hard data—the kind of data that only sales tracking software can provide. Keep reading to learn what sales tracking software is, what a proper sales tracker tool looks like, and the 12 best sales tracking software options available to you.

Software 62

Software Software CRM Sales 62

Nutshell

AUGUST 20, 2024

Your sales team might gain access to leads to convert into prospects through inbound marketing , in-person events, referrals, and other channels. Gather prospects from various channels Before you can begin reaching out to prospects, you need to collect prospects from across various channels and make sure your prospect list is organized.

Sales 127

Sales CRM Media Prioritization 127

Hubspot Sales

MAY 18, 2021

Conversational intelligence tools — programs that use artificial intelligence to automatically record, transcribe, and analyze hours of sales calls — are becoming a staple of a growing number of sales organizations' tech stacks. Is conversational intelligence software worth the investment? The short answer?

Sales Management 119

Sales Management Management Energy and Utilities Artificial Intelligence 119

Upland

AUGUST 29, 2023

It drives individuals and organizations to explore, evaluate, and invest in a product or service. However, software solutions often include deciding whether a custom solution will work or if they should go with an off-the-shelf solution. It encompasses the motivation, need, and desire behind any activity.

Value Proposition 195

Value Proposition Decision-making e-Learning Supply Chain 195

Hubspot Sales

OCTOBER 10, 2019

Implementing a CRM software is a clear indication that you are prioritizing scaling and growth for your business. We created this guide to help you improve efficiency by automating the functions of your CRM software. Let’s discuss the key differences between CRM and marketing automation software. Marketing automation software.

CRM 104

CRM Software Software Marketing 104

Nutshell

MAY 11, 2023

One of your best options for managing your client relationships is customer relationship management software, called a CRM. CRMs specialize in shaping the customer experience , not just organizing client contact details and property specs. Here are some of the most significant benefits of using a CRM in real estate: 1.

CRM 134

CRM Client Relationships Software Software 134