Strategic Account Management Association

AUGUST 24, 2021

4 Facilitative style. Create alliances, assemble partners, build joint development efforts and fulfill value-based solutions to meet both the customer’s expectations and your company’s expectations. #5 Become a “strategizer” who is always focusing on new ways to help your own organization. Be an orchestrator.

Stakeholders 520

Stakeholders Supply Chain Digitalization Shareholders 520

Strategic Account Management Association

OCTOBER 26, 2021

Strategic account management is a team sport, and the sponsor needs to help to facilitate this team mindset. In addition, a monthly touchpoint with the SAM is necessary to coach them, stay abreast of the account and prepare for customer meetings. Sponsors are critical in these uncertain and transformative times.

Account Management 520

Account Management Co-Creation Leadership Procurement 520

Sales Gravy

MARCH 25, 2025

Below are the key insights from our conversation, along with practical strategies to multiply your lead count and build a system that secures face-to-face meetings with the right buyers. Short webinars, white papers, or case studies can showcase real transformations youve facilitated. Position your business as a problem-solver.

B2B 88

B2B Leadership Decision-making Facilitation 88

Hubspot Sales

AUGUST 7, 2024

To stay competitive, every SaaS company needs CRM software in its corner that helps bring in leads, keep customers happy, and facilitate growth. With a cloud-based CRM platform, you can download software from the cloud and get instant access — but it needs to meet your unique needs: Pleasant User Experience. Growth Potential.

CRM 115

CRM Software Software Onboarding 115

Customer Think

DECEMBER 2, 2022

After over a decade of working with Fortune 500 and leading growth companies, we’ve facilitated hundreds of successful customer advisory board (CAB) meetings. On […].

Facilitation 119

Facilitation Meetings 119

Planview

JULY 29, 2024

Sustainability is central to Cargill’s growth plan and is seen as a business imperative, which is a driving factor in our need to incorporate it within our processes internally.

Supply Chain 59

Supply Chain Decision-making Facilitation Stakeholders 59

Hubspot Sales

MAY 29, 2019

A group scheduling tool needs to meet a ton of requirements to be considered "good." 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. HubSpot Meetings. Price : Free.

Meetings 144

Meetings Artificial Intelligence Facilitation CRM 144

Red Star Kim

AUGUST 24, 2023

I facilitate various workshops designed to increase commercial awareness. I invited him once to facilitate a junior professionals’ networking event for an accountancy practice – where he talked about one of his other books “All you need to know about the City” (latest version updated in 2022). For young professionals.

Finance 130

Finance Government Profitability Banking 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

NOVEMBER 9, 2023

I deliver and facilitate strategy workshops and it’s always good to be able to recommend strategy books to delegates. I liked his checklist here – balancing governance with engagement – and recommending the use of external facilitators (I’m available for hire! I like that he extends to strategy execution and implementation.

Strategic Thinking 147

Strategic Thinking Decision-making Innovation Facilitation 147

Brooks Group

APRIL 7, 2025

We also have world-class sales training facilitators , whose in-person programs had all been canceled. We produced a series of two-minute videos on how to set up your background for a professional Zoom call, lighting tips for virtual meetings, and best practices for conducting virtual sales presentations. What should they do?

Sales Leadership 52

Sales Leadership Leadership Supply Chain Sales Training 52

ProlifIQ

OCTOBER 30, 2024

Enhance Collaboration : Facilitate seamless collaboration among cross-functional teams, ensuring that everyone involved in managing a key account can access the latest information and contribute their expertise. KAM tools help companies make better decisions with strategic customers based on stakeholder and company-owned data.

Key Account Management 52

Key Account Management Stakeholders Account Planning Account Management 52

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

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. Event Integrations.

CRM 128

CRM eCommerce Software Software 128

Red Star Kim

FEBRUARY 15, 2024

People and Problem-Solving Skills Facilitating, coaching, mentoring and consulting all require great people skills. Counselling, coaching, mentoring, facilitating, training and consulting are at different stages of the helping continuum. Coaches and consultants use facilitation skills. You use facilitation skills when coaching.

Facilitation 130

Facilitation Decision-making Emotional Intelligence Acquisition 130

Miller Heiman Group

DECEMBER 21, 2020

Increased client expectations add to challenges that include more meetings needed to progress opportunities. While some face-to-face interaction is still taking place, organizations need to be confident in their salespeople conducting virtual meetings for all phases of the sales cycle—from needs assessment to closing.

Virtual Selling 122

Virtual Selling Stakeholders Meetings Facilitation 122

Hubspot Sales

JUNE 22, 2020

Facilitating training that is too complex — The most effective new hire orientation programs are those that are easy to follow, and that builds over time as the employee’s familiarity with the role grows. Schedule regular one-on-one meetings. Setup welcome video conference meetings with your team.

Onboarding 137

Onboarding Remote Working Communication Meetings 137

Red Star Kim

JULY 17, 2023

Earlier in July I was excited to facilitate a new workshop with MBL on confidence. You can also calm yourself before a meeting – possibly using breathing or meditation exercises. It was really well received by delegates from law and financial services firms well as from legal government departments. Poll results are shown below.

Communication 130

Communication Meetings Financial Services Government 130

Mike Kunkle

AUGUST 30, 2023

It might be a simple task like using a new piece of collateral that buyers like better, or it might be a complex set of skills and behaviors, like conducting a situation assessment, or facilitating a pre-planned meeting. But it’s all about behavior change. Remember that you can’t evaluate or attribute in a vacuum.

Leadership 293

Leadership Stakeholders Decision-making Sales Training 293

Flevy

FEBRUARY 28, 2023

It is a way of thinking that focuses on understanding the needs of users and creating solutions that meet those needs. The goal of design thinking is to create a solution that meets the needs of the user and is feasible and practical. What Is Design Thinking? Design thinking is a human-centered approach to problem-solving.

Innovation 111

Innovation Brainstorming Healthcare Banking 111

DemandFarm

NOVEMBER 22, 2024

This organization is essential for maintaining responsiveness and meeting client expectations. Using CRM systems like Salesforce helps track account segmentation, allowing managers to deliver tailored service levels that meet specific client needs. This enables proactive adjustments based on real-time insights.

Key Account Management 52

Key Account Management Account Management Management Stakeholders 52

Red Star Kim

MAY 22, 2023

There’s helpful guidance on shaping the space for trust and openness with a list of several things you can do before a meeting. And a suggestion to call a break to disengage for a short while to restore warm feelings in a meeting. Reward: What can we celebrate about the way we handled this meeting?

e-Learning 130

e-Learning Emotional Intelligence Communication Leadership 130

Hubspot Sales

JUNE 21, 2021

Users can direct message each other, participate in virtual events, share meeting links to have one-on-one calls, and more. Melanance’s platform is unique because connections are facilitated by their team and over 2,000 connections have been made to date.

Investors 130

Investors Finance Media Facilitation 130

Brooks Group

OCTOBER 11, 2023

Planning your sales kickoff or national sales meeting? Conduct Your Search Planning an important event such as a sales kickoff meeting can feel daunting. Poll Your Sales Team: Your sales team may have a trainer, facilitator, or author they have worked with in the past and admire. The earlier you get started, the better.

Sales 105

Sales Sales Training Meetings Media 105

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.

Supply Chain 52

Supply Chain Digitalization Manufacturing Digital Transformation 52

Flevy

JUNE 27, 2024

The following describes how Strategic Management is performed at many organizations: Strategy Development is typically performed by coordinating a meeting at an off-site location for the top team, doing a SWOT analysis in view of the changing circumstances and the information gathered since the last yearly Strategy gathering.

Management 97

Management Facilitation Finance Performance Review 97

Hubspot Sales

APRIL 3, 2020

For example, if you know about that inefficient process or poor technique, schedule a one-on-one meeting with the rep, identify the goal of the meeting, and create an agenda for the feedback/training. When I was a sales manager, I used to bring a coin with me to customer meetings. Sales managers: I understand.

Sales Management 131

Sales Management Management Sales Meetings 131

Hubspot Sales

SEPTEMBER 12, 2022

Meeting sales targets virtually is possible, but it does require specific skills and techniques that help you build relationships and make value propositions without ever meeting your customers face-to-face. For example, customers might wonder how they ensure the safety of signing a document if they can’t meet with you in person.

Virtual Selling 111

Virtual Selling Value Proposition Remote Working Communication 111

Hubspot Sales

JANUARY 13, 2021

Have a "kick-off" meeting. What day and time do you prefer to meet each week?". The mentor can then join the first few meetings with customers to demonstrate how to run an initial discovery call. Make sure there is a specific topic for each meeting. 10 years?". "Do Do you have a plan to get there?". How do you learn best?"

Sales 129

Sales Leadership Meetings Organization 129

Brooks Group

APRIL 1, 2022

A salesperson working to meet quota can’t help but see a two-day long training as a 10% loss of selling time. Sales are down, people are stressed, and struggling to meet goals. Our programs are designed to allow our facilitators to pivot as needed, ensuring pain points are discussed. Communicate Value.

Sales Training 98

Sales Training Sales Facilitation Meetings 98

Brooks Group

MAY 17, 2022

We also had a bunch of world-class training facilitators whose in-person training had all been canceled, so we decided to put them to work facilitating short forums. People started asking for a deeper dive on certain topics, so we put together nine-minute long PowerPoint presentations to meet that need.

Supply Chain 98

Supply Chain Co-Creation Facilitation Sales 98

Hubspot Sales

JANUARY 30, 2024

Trendster George Burgess is the founder of Modern Day Talent , a startup that sources and facilitates remote talent in South Africa for European companies. Help meet the needs of remote professionals with co-working spaces, laptop financing, or specialized employee benefits solutions. He says that South African talent: ? Build skills.

e-Learning 115

e-Learning Facilitation Internet Finance 115

MDI Training

APRIL 14, 2025

Facilitate open dialogue: Create spaces for questions, feedback, and constructive exchange. Mastering Communication: The Why, How, and What Have you ever heard an employee say something like, "I won't be able to meet. Tips: Provide regular updates: Continuously communicate the progress and background of the change.

Digital Transformation 52

Digital Transformation Co-Creation Leadership Construction 52

Sales Gravy

JULY 14, 2023

They can foster a sense of community and connection, help members overcome challenges, and facilitate significant progress towards their goals. They meet regularly (either in-person or virtually) to discuss their challenges, set goals, brainstorm ideas, and offer each other advice and support.

Brainstorming 96

Brainstorming Facilitation Construction Sales 96

ProlifIQ

NOVEMBER 7, 2024

Enhancing Customer Relationships and Strategic Planning Account plans in Salesforce go beyond mere data storage; they facilitate strategic planning and customer relationship management. Furthermore, account plans enable data-driven decision-making by providing a platform for tracking and analyzing account performance.

Account Planning 52

Account Planning Account Management Decision-making CRM 52

OnStrategyHQ

MAY 16, 2021

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. Plan quarterly meetings where you only discuss strategy.

Management 93

Management Decision-making Meetings Facilitation 93

Red Star Kim

JUNE 20, 2022

Our prime task as coaches is to facilitate learning for the client”. And considers difficulties with the organization’s goals in executive coaching (suggested solution is to arrange a three cornered meeting with the client’s boss. Taking stock – the learning client. She urges coaches to concentrate on strengths not weaknesses.

Client Relationships 130

Client Relationships Facilitation Brainstorming Meetings 130