OnStrategyHQ

MAY 22, 2021

In many organizations, strategic planning has a bad reputation because it’s so easy to step into one of the many planning pitfalls. To start with, holding effective meetings is tough. That’s why so many strategic planning meetings are unsuccessful. Neglecting to conduct any research before the meeting.

Meetings 98

Meetings Decision-making Facilitation Leadership 98

Zendesk

JUNE 5, 2023

Key takeaways: Zendesk messaging is HIPAA-enabled, meaning healthcare organizations can manage their conversations at scale. Messaging allows healthcare organizations to do things like schedule appointments, send reminders, and provide virtual care while protecting patient data. Healthcare organizations want to embrace this evolution.

Healthcare 91

Healthcare Organization Insurance Digitalization 91

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. This feature helps organizations prioritize their efforts and allocate resources effectively.

Key Account Management 52

Key Account Management Stakeholders Account Planning Account Management 52

Hubspot Sales

AUGUST 7, 2024

Delivering a product to a global audience in highly competitive fields requires impeccable organization, constantly improving customer retention, and top-tier relationship management — and some assistance from AI and automation can only help. HubSpot CRM tracks emails, meetings, and notes to maintain a pristine snapshot of your relationships.

CRM 115

CRM Software Software Onboarding 115

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.

Supply Chain 59

Supply Chain Decision-making Facilitation Stakeholders 59

Force Management

OCTOBER 8, 2020

To help ramp up sales teams and get them ready to execute in 2021, many sales organizations are choosing virtual sales training engagements as a way to move forward with internal process changes. Leverage virtual executive meetings to ensure managers and team leaders are equipped to make an impact before, during and after training.

Sales Training 147

Sales Training Facilitation Sales Organization 147

Mike Kunkle

AUGUST 30, 2023

This conundrum can breed skepticism, both within the enablement team (as mentioned above) and from the stakeholders in their organization. At least in those organizations, the enablement team was not seen as critical in difficult times or able to support the sales force in getting better results in a crunch.

Leadership 293

Leadership Stakeholders Decision-making Sales Training 293

Nutshell

JUNE 18, 2024

A brainstorming tool provides individuals or teams with an easy way to collect and organize their thoughts during a brainstorming session. Ensuring you have the tools you need to store and sort ideas before your ideation meeting can lead to several benefits. Its paid plans start at just $5 per month.

Brainstorming 71

Brainstorming Organization Software Software 71

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

DemandFarm

NOVEMBER 22, 2024

They create trust-based connections by mapping out and understanding key stakeholders, tracking team shifts, and staying updated on client organization changes. Cultural Fit: Do they understand the importance of stakeholder alignment, including champions and detractors, within each client organization?

Key Account Management 52

Key Account Management Account Management Management Stakeholders 52

Miller Heiman Group

DECEMBER 21, 2020

A recent Korn Ferry survey of global sales organizations revealed that virtual selling is here to stay, with fewer than 2% expecting the changes to be temporary. It makes sense to focus on protecting the core when 70% of organizations report it’s taking longer or significantly longer to close deals with new clients.

Virtual Selling 122

Virtual Selling Stakeholders Meetings Facilitation 122

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. You can drag and drop cards to organize them and put them into a logical order.

Brainstorming 98

Brainstorming Facilitation Meetings Stakeholders 98

Hubspot Sales

JULY 5, 2021

An organization's success is the sum of all its departments' efforts. A productive, mutually beneficial relationship between sales and customer service is a massive asset for both your organization and customer base. A lack of alignment in vision is one of the main culprits when it comes to problems organizations have with silos.

Facilitation 128

Facilitation Sales Customer Success Leadership 128

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

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. What does success look like for your organization? I liked his checklist here – balancing governance with engagement – and recommending the use of external facilitators (I’m available for hire!

Strategic Thinking 147

Strategic Thinking Decision-making Innovation Facilitation 147

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

Flevy

JUNE 27, 2024

Most organizations struggle with Strategy execution. Furthermore, organizations only realize about 60% of their strategies’ value. The SMO is the team responsible for managing the Corporate Strategy of the organization. Organization Alignment – Ensure all business and support units are aligned with the strategy.

Management 97

Management Facilitation Finance Performance Review 97

OnStrategyHQ

AUGUST 20, 2021

As many organizations start to ditch the idea of an annual offsite retreat in favor of more agile quarterly strategy refreshes, you might wonder when you need a more traditional strategic planning offsite retreat. Series of 2-hour meetings over several weeks. The short answer is that it really depends on your organization.

Facilitation 98

Facilitation Decision-making Leadership Organization 98

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

Hubspot Sales

NOVEMBER 21, 2019

In this guide, we'll review the major benefits you can bring your sales organization by incorporating a CRM. With a CRM, your team will never have to spend time logging emails, calls, meetings, and interactions — all of this information will be automatically collected and aggregated within the system. Organize contact data.

CRM 116

CRM Facilitation Software Software 116

Hubspot Sales

MARCH 21, 2025

In the B2B space, partner organizations may offer additional software solutions that extend your platform. A business ecosystem is a network of connected organizations that collaborate, compete, and coexist in the same market. However, Ive noticed that top-performing companies also identify which organizations align with their goals.

Co-Creation 59

Co-Creation B2B Software Software 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

Hubspot Sales

JANUARY 13, 2021

Many top sales organizations use mentorship programs to both ramp new salespeople and groom senior reps for leadership roles. Sales mentors must keep in mind the long-term benefits to the organization, including: Knowledge and Skill Development. Have a "kick-off" meeting. Sales Mentoring: What's in It for You (the Mentor)?

Sales 129

Sales Leadership Meetings Organization 129

AchieveIt

SEPTEMBER 13, 2023

Yet, businesses and organizations in a wide variety of industries are adding Chiefs of Staff to their employee censuses. Through a detailed understanding of each department individually, Jordan can build a strategic plan that simultaneously accomplishes the department-level goals while pushing the entire organization forward.

Organization 52

Organization Facilitation Leadership Communication 52

Brooks Group

APRIL 1, 2022

What KPIs does the organization track? Additional digging may be required to uncover the effect that pain has had throughout an organization. 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.

Sales Training 98

Sales Training Sales Facilitation Meetings 98

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

Nutshell

JANUARY 30, 2023

That process is called the buyer’s journey, and it’s facilitated by sales pipelines. That’s what we’ll cover in this blog post, so just keep reading to learn more about how to use multiple pipelines in a B2B sales organization. The post How To Use Multiple Pipeline in a B2B Sales Organization appeared first on Nutshell.

B2B 62

B2B Organization CRM Sales 62

Nutshell

JANUARY 31, 2023

That process is called the buyer’s journey, and it’s facilitated by sales pipelines. That’s what we’ll cover in this blog post, so just keep reading to learn more about how to use multiple pipelines in a B2B sales organization. The post How to use multiple pipelines in a B2B sales organization appeared first on Nutshell.

B2B 12

B2B Organization CRM Sales 12

AchieveIt

MARCH 3, 2025

Why We Conducted This Study At AchieveIt, we’re dedicated to helping organizations turn their strategies into action. To compile this report, we surveyed over 250 leaders from various industries, including private enterprises, public organizations, government agencies, healthcare, and higher education institutions.

Decision-making 52

Decision-making Leadership Innovation Organization 52

Hubspot Sales

APRIL 12, 2021

You want to put out cohesive messages, in keeping with your organization's values and goals. 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.". So it falls on management to be active and involved while facilitating the process.

Sales Management 134

Sales Management Management e-Learning Sales 134

Strategic Planning and Management Insights

MARCH 6, 2023

SME Strategy is a strategy consulting firm that specializes in helping organizations align their teams and operations around a shared vision, mission, values, goals, and action plans. The success of your organization is heavily reliant on its ability to effectively implement its strategic plan.

Management 96

Management Decision-making Facilitation Software 96

CMOE

JULY 8, 2021

The increasing complexity of organizational structures (or lack thereof) can often lead to several unique issues as cross-functional teams look to cooperate and create meaningful long-term performance while trying to discover efficiencies and build better alignment in the organization. These meeting should be designed to address two elements.

Facilitation 92

Facilitation Organization Meetings Prioritization 92

Insightly

MAY 6, 2022

With the CRM being the heart of most businesses, integrations between it and the key tools used throughout the organization is vital. Tasks like sending emails, booking meetings, creating invoices, and transferring orders are expected to be automated. What does integration look like? Making CRM integrations easy.

CRM 105

CRM Facilitation eCommerce Finance 105

Hubspot Sales

NOVEMBER 4, 2019

This helps your rep plan meetings and activities. Now, the tool is used among several industries to manage, organize, and track workplace activity, production, and performance. Plus, the sales CRM organizes your deadlines, so you know what tasks need to get done for the day to move you toward the close. Schedule a meeting?

Software 134

Software Software Management CRM 134

OnStrategyHQ

DECEMBER 4, 2020

And it needed to be done exclusively in a remote facilitation and planning format. How We’re Helping The Team: We jumped in and facilitated their planning sessions virtually with participants across three continents to build a plan with a 3- to 5-year roadmap supported by shorter-term objectives and key results. We’re here to help!

Facilitation 98

Facilitation Performance Review Communication Meetings 98

CMOE

MARCH 11, 2025

The Value of Prioritizing Employee Coaching No matter their role or how long they have been at the organization, everyone has room to stretch, grow, and contribute more value. High ROI: Organizations that invest in coaching see an average ROI of 7X their initial investment.

Emotional Intelligence 52

Emotional Intelligence Construction Prioritization Communication 52