Hubspot Sales

JULY 1, 2019

Instead of one salesperson targeting a single contact within a company, an entire team is dedicated to targeting multiple stakeholders at the prospective customer’s company. Every team -- Sales, Sales Development, Marketing, Customer Success, Finance, Product, Engineering, and the C-suite -- must be aligned.

Stakeholders 100

Stakeholders Sales Finance Decision-making 100

Red Star Kim

FEBRUARY 14, 2023

To better influence senior stakeholders and also support junior levels coming through How are M&BD roles changing? What do fee-earners expect from M&BD? Psychological safety and the importance of this in projects (see A general law of interpersonal relationships?

Emotional Intelligence 130

Emotional Intelligence Marketing Stakeholders Communication 130

Red Star Kim

APRIL 12, 2023

Just before Easter I spent a day facilitating the popular PM Forum training workshop “The Proactive M&BD Executive”. I’ve found some fee-earners don’t contribute to the smaller projects which subsequently slows the larger project down There are focused workshops on achieving buy-in and stakeholder management.

Media 100

Media Marketing B2C Stakeholders 100

Red Star Kim

MAY 11, 2023

Cisco (technology) is at 15, J P Morgan at 24, Salesforce at 36, Goldman Sachs at 49, HSBC at 65, 3M at 69 and LinkedIn at 81. In professional services there is only Accenture at 31 (which has grown 15%). Please let me know who you would recommend.

Management 130

Management Co-Creation Publishing Leadership 130

Red Star Kim

APRIL 11, 2023

In early April I facilitated another of MBL’s training workshops on “ Pitch Perfect – How to Prepare & Present Winning Pitches & Tenders” for legal and accounting firms. 53% say their levels of trust have fallen in advisors over recent years. 52% say they are reluctant to outsource work if it can be completed in-house.

Government 130

Government Innovation Meetings Finance 130

Hubspot Sales

MAY 18, 2023

Facilitating productive meetings. You may use this information to better guide your clients and other stakeholders as they make personnel choices inside their businesses. Courses in risk assessment, management, and finance are provided. The program covers a wide range of topics, including Comprehension of managerial traits.

Negotiation 98

Negotiation Leadership CRM Insurance 98

Flevy

JUNE 23, 2024

Effective value chain management enhances operational efficiency, reduces costs, and fosters innovation, thereby creating significant value for patients, healthcare providers, and stakeholders. Finance and Accounting: Managing financial resources and investments. The journey towards innovation and compliance is a continuous one.

Healthcare 52

Healthcare Manufacturing Artificial Intelligence Innovation 52

Miller Heiman Group

JANUARY 9, 2020

We also pulled data from Scout to facilitate discussions of opportunities and to improve sales managers’ coaching on the sales methodology. You’re all in this boat together, so create an open dialogue that supports a continuous feedback loop from all stakeholders, from sales leaders and the C-suite to finance, legal and more.

Sales 63

Sales Logistics Finance Sales Training 63

OnStrategyHQ

MAY 18, 2021

Measurable goals facilitate management planning, implementation, and control. The scorecard has four categories of measures: Financial/Mission — How do we look to our stakeholders? Your strategy meetings should easily facilitate this process. Finance Leader. Customer/Constituent — How do we provide value? Action Grid.

Organization 96

Organization Facilitation Small Business Marketing 96

PandaDoc

APRIL 8, 2024

This is done by forming a team of stakeholders and decision-makers, establishing approval workflows, and effectively integrating automation tools. Deal desk stakeholders and their roles are clearly defined, streamlining approval workflow. A deal desk introduces a new approach to managing deals. Let’s get to it!

Negotiation 52

Negotiation Sales Stakeholders Digitalization 52

PandaDoc

FEBRUARY 28, 2025

CRMs facilitate efficient communication and data flow between teams. Its a useful platform for industries like SaaS, finance, healthcare, technology, and retail. Get a demo Key RevOps metrics and best practices RevOps reporting needs to be sensibly structured and shared with the key stakeholders that are driving business decisions.

e-Learning 52

e-Learning Decision-making Finance CRM 52

Brooks Group

MARCH 28, 2024

Identify contacts in your network who may be able to make introductions and facilitate meetings. Have experts on your team who can speak to different functional areas like finance, operations, marketing, etc. Purchase decisions often involve multiple stakeholders and a longer sales cycle. Use insights and new ideas as currency.

Decision-making 90

Decision-making Logistics Supply Chain Suppliers 90

Insightly

SEPTEMBER 19, 2023

Proposal and Engagement Management: The consulting proposal process can be complex, involving multiple stakeholders and iterations. Customer Engagement and Communication: Effective communication is essential in the solar industry, where customers often have questions about solar installations, financing options, and maintenance.

CRM 52

CRM Insurance Healthcare Manufacturing 52

Insightly

SEPTEMBER 19, 2023

Proposal and Engagement Management: The consulting proposal process can be complex, involving multiple stakeholders and iterations. Customer Engagement and Communication: Effective communication is essential in the solar industry, where customers often have questions about solar installations, financing options, and maintenance.

CRM 52

CRM Insurance Healthcare Manufacturing 52

Nutshell

MAY 21, 2024

Reporting & analytics in Nutshell Learn more about Nutshell’s reporting and analytics features SEE REPORTING FEATURES Compliance and regulatory reporting Remaining compliant with industry regulations is essential in any industry, but even more so when managing finances. Basic document management and sharing services start at $17.30

Financial Services 71

Financial Services Software Software Cybersecurity 71

PandaDoc

FEBRUARY 13, 2023

The work resulting from these collaborations should be attributed to everyone involved, rather than being listed as something like “a marketing project with some input from finance”. Make sure you identify important project stakeholders across your company at the beginning of the project.

e-Learning 91

e-Learning Brainstorming Decision-making Communication 91

Arpedio

OCTOBER 17, 2023

From email integration to automated follow-ups, these tools facilitate consistent and personalized communication. Furthermore, integration facilitates seamless communication between your sales, marketing, customer success and finance teams. Superior together. Account Management Build powerful account plans in Salesforce.

Account Management 52

Account Management Software Software Management 52

SBI

MARCH 30, 2021

Sales leadership realized they needed tools to boost sales effectiveness and facilitate remote team-selling, deal reviews and deal collaboration. Involving stakeholders across the company seems to be the key to winning larger, high-value deals. DealCoachPro is helping to facilitate team-selling and deal collaboration.

Facilitation 40

Facilitation Software Software Decision-making 40

SBI

SEPTEMBER 28, 2021

Q: What steps can users of Sales Enablement Solutions take to best facilitate their prospects’ decision-making given that interactions are likely remote? Tom : The involvement of Finance and Executives in deals has increased over 50%, and the buying committee continues to grow in size.

Artificial Intelligence 31

Artificial Intelligence Finance Decision-making Facilitation 31

PandaDoc

FEBRUARY 28, 2023

They act as a translator and facilitator between a legal department and a non-legal one by making a transparent workflow of the way processes operate. You will likely find out that these pain points happen in the day-to-day processes connected to finances , vendors, and other areas. That’s where legal ops are handy.

Government 52

Government Negotiation Software Software 52

ClearPoint Strategy

NOVEMBER 19, 2020

It is a period of engagement with your leadership, stakeholders, and community with a common goal to clearly articulate your organization’s big picture vision, craft a compelling mission that captures what you are looking to achieve, and develop a set of goals that enable you to move the needle on the important work you’ve set out to do.

Profitability 40

Profitability Stakeholders Government Leadership 40

Insightly

NOVEMBER 9, 2022

While these providers facilitate the connection between the web-based CRM they develop and the hardware it runs on, they have no access to the data that passes through it. A good cloud-based CRM provider either maintains its infrastructure or selects data centers with the highest possible levels of security and encryption.

CRM 52

CRM Software Software Internet 52

MDI Training

JULY 7, 2022

Panel discussions : with key players within the company to facilitate translation into the company’s internal context. An interactive discussion to facilitate reflection and learning after the content and activities targeting key insights for the audience. Individualization: Where were the differences ? What serves you next?

e-Learning 52

e-Learning Leadership Co-Creation Digitalization 52

PandaDoc

MAY 28, 2024

You want to facilitate a productive conversation by using the right environment. The VP thinks the solution is perfect and gets approval from all stakeholders. Sectors such as retail, healthcare, finance, and software all work with consultative selling. This includes upright posture, eye contact, and head nodding.

Sales 52

Sales e-Learning Healthcare Software 52

SmartKarrot

JANUARY 28, 2022

Expand Impact’s presence in the client organizations by developing relationships and facilitating strategic review sessions with senior-level people that have decision-making authority. Analyse campaign results, develop benchmarks, and create and share regular performance reports with different stakeholders.

Customer Success 19

Customer Success Onboarding Value Proposition Facilitation 19

SmartKarrot

NOVEMBER 10, 2021

Responsible for conducting project kickoff meetings, defining project scope, facilitating technical/operational requirements identification, project budget or anticipated savings, and establishing a framework for the management of ongoing project activities. Be an executive stakeholder for some of our most critical Partners.

Customer Success 19

Customer Success Value Proposition Stakeholders Onboarding 19

SmartKarrot

JULY 27, 2022

Work closely with Sales, Product, Technology, Finance, Solution Engineering, Support and other internal groups to set the customers and the CSMs up for success. Be at the forefront of building out the CSM role and function, via internal project initiatives working with a range of internal stakeholders.

Customer Success 19

Customer Success Leadership Finance Facilitation 19

SmartKarrot

JANUARY 6, 2022

Facilitate onboarding, fulfillment, training, and ongoing account review and modification across several business divisions. Capture and communicate the impact of the team’s work to both internal and external stakeholders. Meet quarterly goals to support corporate initiatives.

Customer Success 3

Customer Success Finance Account Growth Facilitation 3

SmartKarrot

JUNE 30, 2022

Facilitate communication of new features or product improvement requests between customers and the meQuilibrium Product Management team. Representing the “voice of the customer” and collaborating with various stakeholders, internal and external. Start to develop expertise on products and the industry.

Customer Success 19

Customer Success Finance Facilitation Communication 19

SmartKarrot

MARCH 2, 2023

To address difficulties brought up by your consumers, collaborate with business partners in the areas of law, finance, contracts, and operations. Take ownership of problems to ensure a prompt response is given, acting as an escalation point for both internal and external stakeholders.

Customer Success 15

Customer Success Finance Negotiation Facilitation 15

SmartKarrot

FEBRUARY 17, 2021

Representing the voice of the customer and influencing internal stakeholders by promoting a customer-centric mindset across the organization. Develop a trusted advisor relationship with key customer stakeholders and executive sponsors to fully understand the publishers’ business strategies and measurements for success.

Customer Success 10

Customer Success Value Proposition Onboarding Stakeholders 10

SmartKarrot

MAY 20, 2021

Develop and deepen relationships with key stakeholders within the largest employer and health plan clients. Develop and maintain long-term relationships with stakeholders in your account portfolio. In partnership with the Finance team, you will be responsible for your customers’ experience with payments and billing.

Customer Success 10

Customer Success Value Proposition Onboarding Stakeholders 10

SmartKarrot

JUNE 18, 2021

Oversee the relationship and create trust with key customer stakeholders through providing strategic value-add solutions. Liaise between customers and Alert Logic Operations, Product, Sales, Accounting, and Finance to resolve customer needs and concerns. Review meetings, creating roadmaps and strategy review.

Customer Success 10

Customer Success Onboarding Client Onboarding Finance 10

SmartKarrot

FEBRUARY 5, 2021

Talent management/development of Customer Success team, helping to facilitate career growth. Develop and maintain strong relationships with all internal organizations that Customer Success interfaces with; Product, Sales, Account Management, Solutions & Services, Client Operations, Finance, Legal. Establish and maintain team goals.

Customer Success 10

Customer Success Finance Account Management Facilitation 10

SmartKarrot

JUNE 1, 2021

Building strategic relationships across multiple stakeholders across the clients to ensure alignment with business goals. Supporting and facilitating the customer’s adoption of the Gravity platform, features, and functionalities. Driving strategy to ensure measurable customer success, retention and expansion opportunities.

Customer Success 10

Customer Success Supply Chain Finance Facilitation 10

SmartKarrot

FEBRUARY 12, 2021

Optimize customer engagement, retention, renewals & account growth across real estate and business (Auto, Finance, Digital, etc). Work with the Sales, Pre-Sales, and Delivery Teams to facilitate a seamless Client on-boarding process, ensuring a smooth ‘go live’ and high levels of Client Satisfaction. Unlock value at every level.

Customer Success 10

Customer Success Transportation Insurance Financial Services 10

SmartKarrot

DECEMBER 11, 2020

Develop and maintain a clear understanding of the organizational and leadership structure of client organizations to serve as an asset for escalation, expansion, analytics, marketing or finance, engineering, support. Work with the Customer Support, Sales, and Product teams to facilitate a seamless customer onboarding process.

Customer Success 10

Customer Success Finance Innovation Facilitation 10