Maximize ROI in Finance Operation
Aepiphanni
JUNE 19, 2024
To capture a positive ROI in their finance operations, growth stage companies must address both compliance and strategic financial considerations
How Leading Finance Executives Drive Transformative Growth
SBI Growth
JUNE 20, 2021
SBI recently held its first Chief Financial Officer Growth Forum to bring together like-minded finance executives to discuss common challenges and share best practices with their peers. These growth-focused CFOs gathered in an intimate virtual setting to discuss the following.
Finance 
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What is Key Account Management? (It’s Not What You Think)
Account Manager Tips
MAY 25, 2021
Definition of key account management. If you're not sure what key account management is, don't worry, you're not alone. Before we get to that, let me explain how key account management became a business strategy. Key account managers kept them. Has access to middle-management Business Consultant. Burnett, K.
How Aramex’s Young SAM Program Provides Strategic Value and Impact
Strategic Account Management Association
AUGUST 6, 2021
Director Global Account Management, Aramex. Aramex services include international and domestic express delivery, freight forwarding, integrated logistics and supply chain management, and e-commerce solutions. Segments are managed by leaders specialized in each industry. “In A new central commercial organization was born.
Supply Chain 520
520 
Best CRM For Financial Services – Finance CRM
Apptivo
DECEMBER 10, 2021
Financial services, in general, refers to financial management which in broader terms refers to banking, investment, and insurance. Also, financial services function as a crucial arm of an organization taking complete control over the financial management of that organization. Here, finance industry.
Startup Financing: How It Works & How to Get It
Hubspot Sales
APRIL 12, 2022
Startup financing ranges from news-worthy venture capital rounds to credit cards, grants, and small business loans. Understanding your financing options is essential for success. What is Startup Financing? Startup financing is the capital that's used to fund a business venture. Financing vs funding.
Finance 21
21 
Artificial Intelligence (AI) Revolutionizes Finance
Customer Think
AUGUST 15, 2023
Finance is a sector of the economy that’s poised to benefit greatly from the adoption of AI, especially when it comes to Financial Technology or FinTech.
Two 2023 financial benchmarks for law firms: The Law Society/Hazelwoods and the Institute of Legal Finance & Management (ILFM)/Crowe
Red Star Kim
APRIL 5, 2023
So here are two 2023 benchmarks for law firms: The Law Society/Hazelwoods and the Institute of Legal Finance & Management (ILFM)/Crowe. I regularly review and summarise benchmark reports for law, accountancy, property and consultancy businesses. It’s interesting to compare the results from the two benchmarks.
Finance 100
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THE 10-K FILING: THE MOST IMPORTANT DOCUMENT THAT SAMS NEVER READ
Strategic Account Management Association
APRIL 5, 2021
the committee responsible for overseeing purchasing decisions), I met thousands of salespeople and strategic account managers through the years, and I would say that no more than 3 percent or so had bothered going through my company’s 10-K. Remember: The sales rep or account manager needs to be an ambassador for their own company as well.
Manufacturing 520
520 
Managing Partners’ Forum Strategy Summit
Red Star Kim
JULY 13, 2023
Thanks to the Managing Partners’ Forum Strategy Summit at haysmacintyre earlier this week.
Management 130
130 
What’s a Business Credit Score Anyway? Here’s What You Need to Know
Hubspot Sales
MARCH 10, 2025
How to Check a Businesss Credit Score Tips for Managing and Improving Your Business Credit Score What is a business credit score? I found that keeping tradelines active and balances low reassures lenders that your business can manage debt responsibly. Table of Contents What is a business credit score? Tradelines and credit use.
Suppliers 98
98 
Managing Partners’ Forum – Highlights from the Advisory Board Meeting September 2023
Red Star Kim
SEPTEMBER 29, 2023
The Managing Partners’ Forum (mpfglobal.com) holds quarterly meetings of its Advisory Board where senior leaders discuss issues pertinent to the professional services sector. Experience in stakeholder management and funding is also desirable. or Claire Mitchell claire.mitchell@pmint.co.uk
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Book review – Managing Brands
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
130 
Strategic Account Management Best Practices Checklist
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).
New Leadership Development Programme from the Managing Partners’ Forum – Consensus through Collaboration
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
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Key Account Management: The Ultimate Guide
Hubspot Sales
MARCH 18, 2019
The answer: Key account management. In this comprehensive guide to key account management, you'll learn: The definition of key account management. How to know whether your company needs a key account management strategy. The difference between key account management and selling. Key Account Management.
Referrer Management Strategies – Rationale and Challenges
Red Star Kim
JANUARY 5, 2023
I’ve summarised some of the main “back to basics” themes emerging from discussions: Referrer Management Strategies – Rationale and Challenges. Rationale – Key reasons to develop referrer management strategies . For some services, referrer management is the only effective strategy. . Observe the Pareto principle.
Management 130
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Finance Operations: The Construct
Aepiphanni
JUNE 13, 2024
Finance Operations Construct is a task that every company must invest in if their plan is to grow beyond a simple business.
Finance 52
52 
The Sales Leader's Guide to Performance Management
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
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Strategic Management Done Right: Set up a Strategic Management Office (SMO)
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
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The Sales Manager Job Description Template That Will Help You Find the Perfect Candidate
Hubspot Sales
AUGUST 22, 2018
Sales manager job description. Sales managers are responsible for helping their reps meet individual quota, getting the team to hit quota, forecasting sales and running sales reports, providing mentorship and training, recruiting, hiring, and onboarding new salespeople, and more. Sales manager responsibilities.
Sales Management 141
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What Is An Account Development Manager? (And How to Become One)
Hubspot Sales
AUGUST 17, 2020
Essentially, account development is the go-to organization for managing the sales process and determining the revenue-generating potential of customer accounts. Individuals in this role are commonly referred to as an account development manager. Let’s discuss what an account development manager does, and how to become one.
Future Marketing and Business Development Manager: Connections, Collaboration, Context, Creativity, Cause and Continuous learning
Red Star Kim
DECEMBER 12, 2023
In early December (and despite the train strike), we gathered at the offices of London | Simmons & Simmons (simmons-simmons.com) for a workshop on “Future Marketing and Business Development Manager”. Future Marketing and Business Development Manager: Connections, Collaboration, Context, Creativity, Cause and Continuous learning.
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Leadership, emotional intelligence and teams in change management
Red Star Kim
JANUARY 28, 2024
Last week I was excited to lead an MBL session on “Tackling Change Management – A Workshop for Professional Firms”. Leadership, emotional intelligence and teams in change management. Leadership and change The role of leadership and leaders in change management provoked much energetic discussion.
Shortcuts Salespeople Should Never Take, According to Experts
Hubspot Sales
APRIL 9, 2025
Imagine the majority of your prospects are finance managers. If you forward an ebook about decreasing overhead to all three of these managers, it will only resonate with the second. Unfortunately, it resulted in lost opportunities and was noticed by my manager. For calls, I had to pick up the phone. No shortcuts.
The Art Behind Becoming a Strategic PMO Leader
Planview
AUGUST 22, 2024
Unlock the strategies to overcome key PMO hurdles—mastering resource management, driving change, and streamlining processes—with expert insight from Athena Smith, Senior Director, Portfolio Management. Athena currently leads the delivery of organizational priorities through portfolio management frameworks and best practices.
Stakeholders 69
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An Introduction to Enterprise Sales for Key Account Managers
DemandFarm
OCTOBER 23, 2024
This process involves multiple product demonstrations, engaging with IT, procurement, and finance stakeholders, and significant customization to meet the client’s needs. Actionable Insights for Key Account Managers Focus on Strategic Alignment: Align your sales strategy with the enterprise’s long-term goals and initiatives.
COVID-19 and the Digital Transformation of Alliance Management
PartnerTap
FEBRUARY 17, 2021
Because the truth is, your ecosystem will only be able to scale if it can adapt to the inevitable changes from COVID-19 and the digital transformation of alliance management. [1] Mckinsey On Finance. McKinsey on Finance. The post COVID-19 and the Digital Transformation of Alliance Management appeared first on PartnerTap.
Manage and grow your private client practice – Recruitment, Performance, Segmentation and ROI (February 2023)
Red Star Kim
FEBRUARY 28, 2023
This post summarises some of the key themes emerging from the recent online MBL “How to manage and grow your private client practice” full day session . Manage and grow your private client practice – Recruitment, Performance, Segmentation and ROI. Larger professional services firm were using automation in this area.
Book review: All you need to know about commercial awareness by Christopher Stoakes
Red Star Kim
AUGUST 24, 2023
He has also been a management consultant, a marketing director and a financial journalist. And there’s a pragmatic guidance on pitching, pricing (six things clients consider, a table of alternative fee structures ) and a simple project management methodology. About the author Christopher Stoakes was originally a lawyer.
Finance 130
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9 Valuable Entrepreneur Training Courses That You Can Take For Free Online
Hubspot Sales
FEBRUARY 23, 2018
The Complete Product Management Course. Entrepreneurial Finance from MIT OpenCourseWare. Other lessons, such as managing the books and leading your team, can be taught just as effectively in the classroom. Originally held in 2005, this one-week program from MIT’s Sloan School of Management is now partially available online.
Finance 145
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Project Management: The Extensive Guide For Strategy Managers
ClearPoint Strategy
MAY 13, 2021
Project management is a priority at nearly every organization today because of its effectiveness at setting proper expectations around what can be delivered, by when, and for how much money. Good project management helps teams do much more than deliver what’s been promised. Chapter 1: What Is Project Management? Click To Tweet.
Management 95
95 
Winning Over Buying Groups: How to Sell to Multiple B2B Decision Makers
Brooks Group
FEBRUARY 10, 2025
Procurement/Purchasing Managers These key players focus on cost efficiency, vendor reliability, and contract terms. Finance/Budget Managers The money folks need to provide financial justification, budget alignment, and a cost-benefit analysis. They focus on return on investment and assess financial risk to the company.
B2B 76
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What Does a Sales Analyst Do? We Break It Down
Hubspot Sales
JUNE 6, 2019
This role might also be more client- or management-facing, sharing the results of a whole team of analysts. National Account Manager. If you’re ready for a new challenge, you might make the eventual jump to national account manager. The average annual base pay for a national account manager increases to $78,045.
Supply Chain 141
141 
The Best Software for Architects: What’s Your Tech Stack?
Nutshell
JANUARY 2, 2025
Customer relationship management (CRM) system Computer-aided design (CAD) software Building information modeling (BIM) software Rendering software for architects Architecture accounting software Document management tools for architects Architect business suite software Image editing software for architects Which CRM has the features you need?
Software 62
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Context and curiosity drive commerciality and pricing
Red Star Kim
SEPTEMBER 8, 2023
This week’s PM Forum training workshop “Commerciality: Finance, Pricing, Innovation and Research” was attended by delegates from law, accountancy and insolvency firms. As well as marketing and business development executives and managers there were also those in specialist pricing and bid roles.
Procurement 113
113 
Retail Banking Industry Value Chain: Deep Dive
Flevy
OCTOBER 24, 2024
In a highly competitive market, banks must balance customer expectations with regulatory requirements and risk management, all while ensuring profitability. From customer acquisition to wealth management and fraud prevention, each activity plays a role in creating value and delivering financial services.
Banking 52
52 
The Best 90 Day Success Plan Every New Account Manager Needs [+ Template]
Account Manager Tips
JULY 9, 2020
Your first 90 days in a new job as an account manager are the most challenging.and with the most at stake. Some hiring managers move fast and you may not have the time to do your plan justice if you haven't at least got a draft completed. Are you moving to account management from a different profession? Your manager hired you.
The Entrepreneur's Guide to Venture Capitalists
Hubspot Sales
JANUARY 25, 2019
Venture capitalists invest outside equity from professionally managed pools of money. This gives them experience in founder dynamics around managing conflict, scaling a team with various sales channels, and ultimately how to take your business from point A to point B. Noteworthy investments : Lessonly and Workfront.
Investors 139
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Subscription Management: What It Is & Why You Need It
Hubspot Sales
SEPTEMBER 27, 2023
They're spending hours manually managing subscriptions and dealing with frustrated customers. From software-as-a-service (SaaS) providers to e-commerce platforms to media streaming services, managing subscriptions has become a critical part of successful business strategy. In this post, we will go over: What is Subscription Management?
Management 105
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Scaling Success: How Inside Sales is Driving Enterprise Growth
SalesGlobe
NOVEMBER 14, 2024
Traditionally focused on covering small and mid-sized businesses (SMBs), Inside Sales teams are now also being used to manage enterprise-level accounts. In the past, individual countries or regions often managed resources independently from one another.
Sales 59
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Top 12 Performance Management Goals & Objectives
ClearPoint Strategy
SEPTEMBER 2, 2021
Your performance management goals—those that define what your organization wants to achieve over the next three to five years—should be based on your overall strategic plan. Below are 12 examples of performance management goals that might serve as a basis for your own goals, with some tweaking to match your organizational strategy.
Management 98
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How to Scale Account Management for Business Growth with Calin Muresan
Account Manager Tips
JULY 27, 2020
Which means as an account manager, you’ve got to rely on instincts (and maybe a little prayer). You can’t run an account management team like that, let alone a business. And you’ve got to put those systems in place for information, planning, and control to deliver a consistent account management experience for your clients.
A Comprehensive Overview of Sales and Operations Planning (S&OP)
Hubspot Sales
JUNE 12, 2019
Improved inventory management. A clear understanding of a product's lifecycle and its management. During supply planning, representatives from finance, operations, and materials to evaluate capacity. Increased transparency between departments. Informed decision making about a product's demand and supply. Pre-S&OP Meeting.
Finance 144
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