Upland

FEBRUARY 29, 2024

A lthough change can be scary, difficult and potentially costly if not managed correctly, it is ultimately the key to achieving higher win rates, championing large buying groups, and growing revenue. A key piece to accomplishing that simplified approach is an effective change management plan, and consistent ongoing execution.

Account Planning 195

Account Planning Management Leadership Organization 195

Red Star Kim

JULY 13, 2023

Thanks to the Managing Partners’ Forum Strategy Summit at haysmacintyre earlier this week.

Management 130

Management Remote Working Acquisition Finance 130

Strategic Planning and Management Insights

MARCH 31, 2025

Key elements of the process that should be included (outlining our process essentially) Why niche subject matter expertise isnt essential for your strategic planning facilitator.

Facilitation 78

Facilitation Stakeholders 78

Strategic Planning and Management Insights

AUGUST 21, 2024

In today's fast-paced business world, where strategy and leadership are constantly evolving, the art of facilitation is becoming increasingly vital. Myriam's unique journey—from an academic in behavioral economics to a highly sought-after facilitator—offers deep insights into the transformative power of facilitation in organizations.

Facilitation 64

Facilitation Leadership Organization Digital Transformation 64

Kainexus

JUNE 12, 2024

By encouraging employees at all levels to identify inefficiencies and propose improvements, The Lean business management strategy enables companies to create an environment where innovative ideas flourish. Lean principles foster a culture of innovation and strategic thinking within organizations.

Innovation 102

Innovation Facilitation Manufacturing Strategic Thinking 102

The Chapman Group

DECEMBER 8, 2020

It is understood that within many organizations there are existing account managers who have either been trained or who are extremely gifted and intuitive in the art and science of strategic account management. Some organizations have also chosen the terms GAM (Global Account Manager), and CAM (Corporate Account Manager).

Account Management 133

Account Management Management Value Proposition Account Planning 133

Hubspot Sales

NOVEMBER 26, 2020

Every sales manager has some degree of legitimate dedication to both their company and professional development. That's a big part of how you get to be a manager in the first place. The best sales managers lead by example. That's why exemplary sales managers never stop trying to improve. Attend sales management seminars.

Sales Management 143

Sales Management Management Construction Sales 143

DemandFarm

NOVEMBER 22, 2024

Do you know how the top key account managers (KAMs) become the top KAMs? Key Focus Areas for High-Impact Account Management Teams 1. This insight-driven approach uncovers opportunities that might go unnoticed, turning account management into a proactive rather than reactive process.

Key Account Management 52

Key Account Management Account Management Management Stakeholders 52

Force Management

OCTOBER 13, 2021

Your front-line managers can be one of the most valuable assets for any sales organization. Our own Paddy Mac (In official terms, Force Management’s Senior Director of Consulting and Facilitation Patrick McLoughlin) is loud and proud when it comes to enabling managers.

Leadership 110

Leadership Management Facilitation Organization 110

Flevy

JUNE 27, 2024

Having a Strategic Management Office –i.e. The SMO is the team responsible for managing the Corporate Strategy of the organization. The ultimate role to execute Strategy lies with the line managers and employees. More specifically, the SMO should manage 9 cross-functional processes, depicted below.

Management 97

Management Facilitation Finance Performance Review 97

Red Star Kim

SEPTEMBER 14, 2023

So here’s the spotlight on Richard Chaplin, PM Forum and Managing Partners’ Forum. That would give anyone great insight into leadership and management. He then created both the PM Forum and Managing Partners’​ Forum – two key membership groups in professional services. Richard Chaplin and I speak almost every week.

Management 130

Management Leadership Innovation Government 130

Strategic Planning and Management Insights

DECEMBER 7, 2022

SME Strategy is a strategy consulting company that specializes in aligning teams around their vision, mission, values, goals, and action plans. Learn more about how we can help you and your team create a strategic plan with our strategic planning and implementation services.

Facilitation 97

Facilitation Leadership 97

Hubspot Sales

OCTOBER 2, 2019

You can achieve it with a structured sales performance management process. Now that you're clear on what sales performance management entails, let's talk about why it is so important to implement it into your standard operating rhythm. Why Sales Performance Management Matters. Helps predict future sales trends.

Management 142

Management Performance Review Sales Software 142

Red Star Kim

FEBRUARY 15, 2024

MBD executives, advisors, managers, client services executives and BDMs from law firms, economics and management consultancies joined a PM Forum workshop on “Coaching and Consulting Skills for Marketing and Business Development”. An emerging theme was the combination of people and problem-solving skills.

Facilitation 130

Facilitation Decision-making Emotional Intelligence Acquisition 130

Hubspot Sales

AUGUST 7, 2024

I distinctly remember the day I learned about CMRs: I was using a spreadsheet for my contact management, and I felt like other people maintained their networks better by sheer luck. CRM stands for “customer relationship management” system. and see everything important at a glance in your sales pipeline management dashboard.

CRM 115

CRM Software Software Onboarding 115

Red Star Kim

MAY 11, 2023

This post reviews the core material covered in Managing Brands Chartered Institute of Marketing (CIM) professional qualification (Level 6 elective New CIM professional marketing qualifications – 2020 (kimtasso.com) ) and the Cambridge Marketing College’s Marketing Manager Apprenticeship – a Level 6 Qualification (kimtasso.com).

Management 130

Management Co-Creation Publishing Leadership 130

The SAMA Podcast

SEPTEMBER 30, 2021

Jerry, Kate and Dominique are the creators and facilitators for a new training course being offered through SAMA Academy, "Account-based Marketing: Customer-led, team-enabled." " It takes place virtually Dec. Course description and registration link are here.

Account Management 104

Account Management Marketing Management Facilitation 104

Red Star Kim

MARCH 30, 2023

I’m excited to announce that the Managing Partners’ Forum has just launched a series of six modules for an innovative leadership development programme for firm-wide leaders of small and medium sized professional services firms. Why is the Managing Partners’ Forum Leadership Development programme different?

Leadership 130

Leadership Emotional Intelligence Digital Transformation Management 130

Red Star Kim

NOVEMBER 13, 2023

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. Private client management and marketing: Business plans, recruitment, assessments and automation.

Business Planning 147

Business Planning Emotional Intelligence Marketing Management 147

Red Star Kim

MARCH 7, 2023

A key theme arising at the March PM Forum “ Future Marketing/Business Development Manager” (with delegates from legal, accountancy and consultancy firms) was about being overwhelmed. There were conversations about overwhelmed marketing/BD managers, overwhelmed M&BD teams and overwhelmed fee-earners. What are our goals?

Marketing 130

Marketing Management Emotional Intelligence Leadership 130

Hubspot Sales

APRIL 3, 2020

It’s no secret that salespeople often fail as sales managers. Nonetheless, many of the best reps within an organization often end up in management positions. Whether you’re actively seeking a role as a manager or have already gotten a promotion, you should understand the most difficult aspects of the transition.

Sales Management 131

Sales Management Management Sales Meetings 131

Hubspot Sales

APRIL 12, 2021

As a sales manager, ensuring that your team's communication with prospects is tight and effective is in your best interest. Managers have to be closely involved. So it falls on management to be active and involved while facilitating the process. It can be guided by example.

Sales Management 134

Sales Management Management e-Learning Sales 134

Strategic Planning and Management Insights

FEBRUARY 12, 2025

Change Management and Strategic Planning Fuel Tech Hub Innovation - A Conversation with Nicholas Lalla of Tulsa Innovation Labs- SME Strategy Management Facilitation

Innovation 83

Innovation Management Facilitation 83

ProlifIQ

OCTOBER 30, 2024

KAM Technology & Use Cases in 2025 KAM technology plays a crucial role in supporting these best practices by providing powerful tools and features that streamline and enhance key account management processes. Interested in seeing a Key Account Management solution to help you retain and grow key customers?

Key Account Management 52

Key Account Management Stakeholders Account Planning Account Management 52

Hubspot Sales

NOVEMBER 4, 2019

For sales reps, a client management software or customer relationship management system ( CRM ) can do the trick. CRM is a software that manages all your relationships with clients and potential customers. Below, you'll learn about the top client management software that can help your sales reps. HubSpot CRM. Price: $19+.

Software 134

Software Software Management CRM 134

Hubspot Sales

SEPTEMBER 30, 2024

It will facilitate trust and rapport with them.” Prioritizing Self-Promotion Over Engagement Valentina Serjant , Sales Manager at Index , says "In the past few years as a Sales Manager, I've noticed a recurring trend among sales reps when it comes to social selling. Their tone should be approachable and relatable.

Media 108

Media Decision-making Prioritization B2B 108

Hubspot Sales

OCTOBER 18, 2022

In HubSpot's recent Sales Strategy Survey of over 1,000 salespeople, we asked real sales managers about the metrics they track to gauge their reps' activity and effectiveness. Productivity Metrics are Managers Tracking in 2022. 47% of the sales managers we surveyed say they track CRM Usage as a key productivity metric.

Management 135

Management CRM Leadership Sales 135

Force Management

MAY 16, 2024

In our recent webinar with Force Management Managing Director and Facilitator Brian Walsh, an audience member posed a question that we hear often in our work with B2B sales organizations:

B2B 124

B2B Facilitation Sales Organization 124

Account Manager Tips

JULY 28, 2020

How does your account management team keep up with the challenges and opportunities presented by growth? And how do you define account management objectives that deliver results? I'm excited to share my conversation with Calin Muresan , Existing Business Manager at Netguru. 13:46 Misconceptions about account management.

Account Management 130

Account Management Management Account Planning Organization 130

Force Management

APRIL 16, 2024

We recently hosted a live session on Driving a Revenue Mindset with our Managing Director and Facilitator Brian Walsh. He shared insights on what’s changing in sales, what remains critical, and what the most successful organizations are focusing on to maintain revenue momentum. Be sure to check out the full on-demand recording here.

Facilitation 127

Facilitation Organization Management Sales 127

Strategic Planning and Management Insights

MARCH 6, 2023

Our strategic planning services offer guidance on how a strategic planning facilitator can provide support in constructing an effective strategic plan that ensures your strategy is communicated and implemented across your entire organization. A facilitator can help: Data strategy or scenario planning? Why not both?

Management 96

Management Decision-making Facilitation Software 96

Hubspot Sales

MARCH 14, 2022

Sales orgs stand to gain a lot from incorporating project management principles into their operations. While sales project management is loosely defined and often overlooked, sales leadership should at least consider folding the core tenets behind it into their broader objectives and sales reps' day-to-days.

Management 98

Management Stakeholders Facilitation Sales Leadership 98

Red Star Kim

APRIL 17, 2023

Last week I facilitated MBL’s full day training session on “Developing more work from referrers and intermediaries”. The main takeaways for the delegates can be summarised with the following themes: Referrer management – Grading, Research, Discipline, Storytelling and Leveraging your exemplars.

Management 100

Management Manufacturing Client Relationships Facilitation 100

Red Star Kim

NOVEMBER 2, 2022

I facilitated an inhouse change management workshop for a law firm recently. We looked at change management through the lens of both individual and organisational change. And here are 20 insights on change management processes and communication. Change management process. Change communications. ready to change?

Communication 100

Communication Management Stakeholders Emotional Intelligence 100

Planview

JULY 29, 2024

Conversely, if you’re relying on inflexible project portfolio management software that restricts the way teams work, you could fall short of reaching those goals. After exploring dozens of tools and platforms, they chose AdaptiveWork as their solution for managing thousands of global projects across 70 portfolios.

Supply Chain 59

Supply Chain Decision-making Facilitation Stakeholders 59

Force Management

OCTOBER 8, 2020

Leverage virtual executive meetings to ensure managers and team leaders are equipped to make an impact before, during and after training. In our virtual engagements, we assign critical moments for designated leaders, like yourself and managers, to lead, rather than let our facilitators be the only involved trainers.

Sales Training 147

Sales Training Facilitation Sales Organization 147

Strategic Planning and Management Insights

MARCH 20, 2023

Our strategic planning services offer guidance on how a strategic planning facilitator can provide support in constructing an effective strategic plan that ensures your strategy is communicated and implemented across your entire organization.

Construction 98

Construction Leadership Facilitation Management 98