MDI Training

JANUARY 10, 2023

Read this article to find out how you can get everyone to listen to you in online meetings and what you need to keep in mind in a hybrid setting. How to maintain attention in online meetings. You know it – sometimes you are leading an online meeting and you get the feeling that the participants do not pay enough attention to you.

Meetings 98

Meetings Leadership Digital Transformation Facilitation 98

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

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

ClearPoint Strategy

FEBRUARY 11, 2022

‘Hey, are you ready for our meeting?’ ’ This is the dreaded question we hear so many times a day, in a work culture filled with meetings. You want your meeting to be the one that people don’t dread. An Introduction To Strategy Review Meetings. Meeting Preparation. The Meeting.

Meetings 98

Meetings Decision-making Leadership Facilitation 98

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

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. According to Datasocial Founder Ana Aldea "The salesperson is almost always the gateway to meeting new customers and is responsible for giving a good image.".

Sales Management 134

Sales Management Management e-Learning Sales 134

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

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

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

OnStrategyHQ

MAY 16, 2021

Phase 4: Executing Strategy and Managing Performance. Guiding your work in this stage of the planning process is a schedule for the next 12 months that spells out when the quarterly strategy reviews are, who is involved, what participants need to bring to the meetings and how you will adapt the plan based on the outcomes of the reviews.

Management 93

Management Decision-making Meetings Facilitation 93

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

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

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

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

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

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 98

Management Decision-making Facilitation Software 98

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

Mike Kunkle

AUGUST 30, 2023

Enablement professionals don’t market, they don’t sell, and we don’t directly manage front-line sellers nor sales managers. Some might question the efficacy of these enablement professionals, even though they can’t personally direct the course of the front-line sellers and their managers. The answer is, one bite at time.

Leadership 293

Leadership Stakeholders Decision-making Sales Training 293

Red Star Kim

NOVEMBER 9, 2023

I deliver and facilitate strategy workshops and it’s always good to be able to recommend strategy books to delegates. And another that a command-and-control approach often leads to out-of-date strategy and out-of-touch leaders (See Book review: The Management Shift by Vlatka Hlupic (kimtasso.com). What are senior managers scared of?

Strategic Thinking 147

Strategic Thinking Decision-making Innovation Facilitation 147

Red Star Kim

AUGUST 24, 2023

I facilitate various workshops designed to increase commercial awareness. He has also been a management consultant, a marketing director and a financial journalist. And for those starting work as a professional adviser, there’s insight into obtaining work through delegation and guidance on meeting your first client.

Finance 130

Finance Government Profitability Banking 130

Brooks Group

APRIL 7, 2025

Any one of these events would be difficult to manage on its own. We also have world-class sales training facilitators , whose in-person programs had all been canceled. People started asking for a deeper dive on certain topics, so we put together longer presentations to meet that need. What should they do?

Sales Leadership 54

Sales Leadership Leadership Supply Chain Sales Training 54

MDI Training

APRIL 14, 2025

This blog post is part of a change management series. Facilitate open dialogue: Create spaces for questions, feedback, and constructive exchange. Conclusion: Actively Shaping Change Change processes are challenging but manageable with the right strategy. She is a co-owner and partner of MDI, Management Development International.

Digital Transformation 52

Digital Transformation Co-Creation Leadership Construction 52

Red Star Kim

SEPTEMBER 26, 2023

As well as rational approaches (we considered several change management methodologies including Kotter’s), both elements involve engaging emotions and taking people on the change journey. Nurture a change management movement – From “Let it go” to “Let it grow”. Nurture a change management movement – From “Let it go” to “Let it grow”.

Management 113

Management Co-Creation Communication Leadership 113

Planview

JUNE 17, 2024

Choosing the best strategic portfolio management (SPM) solution for your enterprise can be tough, but it’s a topic at the forefront of many business leaders’ minds. However, according to Gartner, “only 13% of organizations have done the work to gain high effectiveness with the three attributes of strategic portfolio management (SPM).” [1]

Management 76

Management Innovation Decision-making Facilitation 76

Hubspot Sales

OCTOBER 15, 2019

Using two-way integration with your CRM and Google or Outlook calendar, you can instantly log a meeting in your CRM, create meeting notices, and send invites to meeting guests. You can create custom integrations to facilitate specific tasks to create automated workflows. Connector Integrations. Social Media Integrations.

CRM 128

CRM eCommerce Software Software 128

Planview

SEPTEMBER 20, 2021

We created Instant Coffee to help facilitate better idea generation — whether you’re a C-level executive thinking through your company’s next big move, or an individual contributor trying to collaboratively solve a problem with your team. Check out this blog for helpful tips for facilitating a successful Lean Coffee virtually.

Brainstorming 98

Brainstorming Facilitation Meetings Stakeholders 98

ProlifIQ

NOVEMBER 7, 2024

Salesforce Account Plans – Using Your CRM To Drive Strategy Salesforce account plans are a powerful feature within the Salesforce ecosystem, designed to streamline and enhance strategic account planning for B2B sales and account management professionals.

Account Planning 52

Account Planning Account Management Decision-making CRM 52

Planview

FEBRUARY 13, 2025

This integration facilitates the management and optimization of supply chain activitiesfrom the initial design and development of automotive components to manufacturing, distribution, and final delivery to the customer. This allows for predictive insights, optimized decision-making, and proactive management of potential issues.

Supply Chain 52

Supply Chain Digitalization Manufacturing Digital Transformation 52

Hubspot Sales

JUNE 22, 2020

According to Sales Benchmark Index , the top five mistakes companies make when it comes to new hire sales training are: A lackluster first day — Over two-thirds of employees surveyed expressed dissatisfaction with their first day on the job because they felt their managers were preoccupied and disengaged. Schedule regular one-on-one meetings.

Onboarding 137

Onboarding Remote Working Communication Meetings 137

Hubspot Sales

NOVEMBER 21, 2019

Although some technology has proven to be more useful than others, one piece of sales technology that’s here to stay is customer relationship management (CRM) software. It tracks and manages all interactions and communication your reps have with prospects and customers. Manage all communication and interactions with prospects.

CRM 116

CRM Facilitation Software Software 116

Hubspot Sales

JULY 5, 2021

Executives and each departments' upper management need to establish and convey a direction that can ultimately keep every department on the right track and have them working in step with one another. Facilitate socializing between departments. This point falls on company leadership. Build teams that span across departments.

Facilitation 128

Facilitation Sales Leadership Customer Success 128

Red Star Kim

JULY 17, 2023

Earlier in July I was excited to facilitate a new workshop with MBL on confidence. Building Resilience – Regulation, Reframing, Relationships and Reflection (kimtasso.com) Set small, manageable goals – Break down big challenges into small, bite-sized pieces. Manage your appearance – There were numerous ideas here.

Communication 130

Communication Meetings Financial Services Government 130

Red Star Kim

OCTOBER 25, 2023

It has the potential to transform client communications, fast-track the generation of research and thought leadership and fuel content management campaigns. I had the pleasure of meeting Helen Kensett at the recent PM Forum Conference. So the system facilitates fast, regular research amongst your targets, clients and referrers.

Banking 130

Banking Artificial Intelligence Cybersecurity Key Account Management 130

Miller Heiman Group

DECEMBER 21, 2020

Increased client expectations add to challenges that include more meetings needed to progress opportunities. Because there are a lot of new challenges to overcome, sellers will need to develop keener virtual selling skills, overseen and coached by their managers. Meet increased expectations to close deals.

Virtual Selling 122

Virtual Selling Stakeholders Meetings Facilitation 122

Hubspot Sales

JULY 30, 2020

This is a toxic combination for sales reps and their managers. These 10 motivational techniques will engage both junior reps and their senior counterparts, ensuring they continue to work to meet their sales goals throughout the summer: Tips to Raise Sales Motivation at the End of Summer. Invest in sales management coaching.

Sales 132

Sales Brainstorming Decision-making Communication 132

Hubspot Sales

MAY 29, 2019

A group scheduling tool needs to meet a ton of requirements to be considered "good." Customer relationship management software (CRM). Most group scheduling apps are able to find common times to meet, but some have additional features such as being optimized for mobile functionalities, privacy, speed, and transparency.

Meetings 144

Meetings Artificial Intelligence Facilitation CRM 144

Upland

AUGUST 29, 2023

In essence, the final decision is made on whether your product or solution meets their needs. 3. Streamlined Conversion Process for Transactional Intent: Once buyers are ready to purchase, your focus should be on facilitating a smooth and hassle-free conversion process. The UI/UX of your website plays a major role here.

Value Proposition 195

Value Proposition Decision-making e-Learning Supply Chain 195