Tom Spencer

JUNE 30, 2023

The financial services industry comprises firms that operate across a range of sectors: Asset & Wealth Management, Banking & Capital Markets, and Insurance. Wealth Management vs Asset Management Many people interchangeably use the term asset and wealth management.

Banking 78

Banking Management Real Estate Insurance 78

Strategic Planning and Management Insights

MARCH 6, 2023

For instance, in Marketing, data is being used to calculate ROI on marketing campaigns, or come up with new pricing strategies based on A/B testing of campaigns which helps marketing and managers bring in more revenue, and stay ahead of the competition. Does your organization have a data management strategy but struggle to implement it?

Report 98

Report Data Strategy Strategy 98

Steve Shu Consulting

JUNE 20, 2012

Over the years, I have had to opportunity to manage different groups and perhaps more importantly observe how different managers and consultants face obstacles. For example, suppose a manager wants to adapt a software product for an adjacent customer market. What are some techniques that you’ve learned in the field?

Management 225

Management Consulting Groups Development 225

Markovitz Consulting

JUNE 26, 2017

I was at a conference for internet retailers two weeks ago and was overwhelmed by the software and hardware solutions promising to solve all their operational problems and turn their ecommerce businesses into a highly profitable, eight figure monsters. They’re lying. Technology is not, by itself, the answer. What happened?

Software 178

Software System Sales Operations 178

Markovitz Consulting

MAY 26, 2020

“The problem is, I don’t have a sales manager I can trust.” It’s always a lack: a lack of money, a lack of time, a lack of a trustworthy sales manager, a lack of a wish-granting genie. The problem is, my sales manager promises delivery dates that are impossible for us to meet. Or, or, or. It’s a solution.

Sales 113

Sales Software Course Management 113

1 to 1

MAY 1, 2024

Let me explain: The success of enterprise software giants like Samsung Solutions, SAP, Oracle, and Salesforce despite the complexity of their interfaces can be attributed to a combination of factors. Enterprises often require such complex systems to manage their operations effectively, and these platforms provide an all-in-one solution.

Enterprise 26

Enterprise Software B2B ROI 26

Steve Shu Consulting

JULY 4, 2017

I wrote the following post in response to someone on Quora who asked me about innovative methods that management consultants use to pitch clients instead of using PowerPoint presentations. Surprisingly, one can go a long way with Powerpoint presentations. I brought perspectives on starting up new business initiatives.

Case Interview 150

Case Interview Consulting Management Exercises 150

Harvard Business

NOVEMBER 8, 2018

Consider the following scenario: A manager wants to purchase some computer software for her business. The analyst recommends a particular software company’s solution. The manager peruses that company’s website and requests more information by entering data about her needs through a webform.

Sales 37

Sales Marketing Software Data 37

Harvard Business

NOVEMBER 8, 2016

Outbound B2B sales are becoming less and less effective. In fact, a recent survey found that connecting with a prospect now takes 18 or more phone calls, callback rates are below 1%, and only 24% of outbound sales emails are ever opened. Why are more and more buyers avoiding salespeople during the buying process?

B2B 65

B2B Sales Media Guidelines 65

Successful Independent Consulting

JULY 31, 2017

I don’t know how to build a pipeline of leads ” or “ I’m not good at sales ” are common refrains. Most of us never had sales training so this concern is understandable, but reframing how we think about business development can turn concern into action. Read any definition of business development and you won’t find the word sales.

Development 244

Development ROI Software Sales 244

Tom Spencer

MAY 16, 2021

For many ambitious university students, management consulting can seem like the ideal industry to start a successful and fulfilling career. Only after I heard from a friend working as a pre-sales consultant at a major software company, I realized that working in technology sales is much more exciting than I presumed.

Consulting 79

Consulting Sales Software Industry 79

Strategic Planning and Management Insights

MARCH 3, 2021

Paul Katzoff is the CEO of WhiteCanyon Software, the premier provider of data erasure software for SSD, Hard Drive, & Mobile Device platforms to global organizations of all sizes. Paul originally started at the company in a Tech Support role, before coming the Manager of Tech Support and eventually switching to Sales.

Software 52

Software Sales Data Company 52

Harvard Business

JULY 8, 2016

Customer relationship management software revolutionized how companies manage their sales pipelines. It also allowed organizations to communicate and coordinate more effectively across large sales account teams. Now a new breed of software applications is reshaping sales force management.

Sales 31

Sales Software Tools Data 31

Progressus

AUGUST 29, 2023

Let’s delve into how a robust project accounting strategy can revamp project management, enhance forecast precision, and uplift profitability. For companies where projects are the heartbeat, sales, marketing, and client servicing are the vital vessels supporting this heartbeat.

Cash Flow 52

Cash Flow Financial Sales Operations 52

Harvard Business

NOVEMBER 23, 2018

In the 2001 recession, total sales for the S&P 500 declined by 9% from its pre-recession peak to its trough 18 months later—almost a year after the recession officially ended. We’ll focus here on what the sales organization should be doing now to prepare for the next recession, with an eye toward using new digital tools.

Sales 39

Sales B2B Tools Software 39

Steve Shu Consulting

MARCH 23, 2011

companies like Cisco, Avaya, Nortel, Ericsson, IBM) that may sell things like hardware or software. Improper tone for sales meetings – Product companies are often used to marketing-push type sales strategies (e.g., Improper tone for sales meetings – Product companies are often used to marketing-push type sales strategies (e.g.,

Productivity 247

Productivity Company Consulting Sales 247

Harvard Business

AUGUST 22, 2017

“What gets measured gets managed” is a longstanding business aphorism. But today’s sales technologies enable companies to measure almost anything, which leads many managers to try to measure everything. The result is poor management of what matters. Deconstruct Your Sales Funnel.

Metrics 35

Metrics Sales Software Meeting 35

Women in Consulting

JULY 19, 2012

Peer-to-peer Fundraising Email Marketing Website Management Website Design Payment Processing Sphere Know How Blog Sphere Knowledgebase Sphere Forum Case Central Sphere Connect Sphere Connect Partners Blackbaud Connect Partner Network Overview Partner Login. Nonprofit Management. Non Profit Business Software.

Time Management 91

Time Management Nonprofit Management Software 91

Harvard Business

MARCH 10, 2017

Sales executives with even moderately large, distributed sales forces rely on data to help them understand which activities and behaviors lead to the best outcomes. Refining Sales Team Structure and Roles. At the highest level, Workplace Analytics can provide a factual foundation for decisions on sales structure and roles.

Sales 37

Sales Software Productivity Data 37

Markovitz Consulting

MAY 1, 2019

According to a new HBR article , process mining will “revitalize process management in firms where it has lain fallow for years.” Fortunately, now there’s a host of companies providing process mining software that will eliminate all these problems and set you on a smooth glide path to success. Gee, that sounds terrific.

Software 124

Software Chemicals Analysis Process Analysis 124

Management Consulted

DECEMBER 16, 2008

I seriously considered sales & trading (in fact, I spent a summer at Credit Suisse First Boston in NY), and was tempted to continue in that line of work post-graduation. Relationship with coworkers, managers, and firm. In addition, the project team model leads to mentorship opportunities with managers, partners, and coworkers.

Banking 272

Banking Boston Consulting Group Consulting Management 272

Progressus

NOVEMBER 27, 2023

Legacy systems are outdated computer systems, software applications, and technologies designed to perform specific tasks in a specific way. Some of our clients have started with CRM implementation, for example, and then moved on to back-office ERP and Project Management and Accounting. What are Legacy Systems?

System 52

System ROI Software Government 52

Tom Spencer

JANUARY 20, 2023

Without a doubt, a career in the management consulting industry comes with many short- and long-term benefits. For example, digital marketing executives would just focus on digital marketing; sales executives on sales for a particular set of products, and so on.

Consulting 88

Consulting Boston Consulting Group Bain Banking 88

Progressus

OCTOBER 20, 2023

However, managing them effectively can be challenging, given the intricacies of resource management, project performance, and diverse financial elements such as billing models, regulations, and currencies. People often generate nearly 80% of the industry’s revenue, making efficient resource management critical.

Cash Flow 52

Cash Flow Metrics Resources Sales 52

Women in Consulting

MARCH 22, 2013

Peer-to-peer Fundraising Email Marketing Website Management Website Design Payment Processing Sphere Know How Blog Sphere Knowledgebase Sphere Forum Case Central Sphere Connect Sphere Connect Partners Blackbaud Connect Partner Network Overview Partner Login. Nonprofit Management. Non Profit Business Software.

Nonprofit 75

Nonprofit Management Software System 75

Women in Consulting

NOVEMBER 15, 2012

Peer-to-peer Fundraising Email Marketing Website Management Website Design Payment Processing Sphere Know How Blog Sphere Knowledgebase Sphere Forum Case Central Sphere Connect Sphere Connect Partners Blackbaud Connect Partner Network Overview Partner Login. Nonprofit Management. Non Profit Business Software.

Nonprofit 73

Nonprofit Management Software Consulting 73

Successful Independent Consulting

JULY 16, 2019

My colleague Nancy says that someone in an area like talent management may not be specialized enough to get many project requests; they’d do better if they specialized in a subset of talent management like sales compensation or talent management software. How can I sign up to become a Council Member?

Talent 297

Talent Research Consulting Conference 297

CaseInterview.com

SEPTEMBER 9, 2021

If someone I work with is fabulous at sales but terrible at finance, when we work together, I benefit from their talent in sales, and they benefit from my talent in finance. The top software developer doesn’t always become VP of engineering. Cook was and still is exceptionally masterful at supply chain management.

Finance 98

Finance Engineering Talent McKinsey 98

Women in Consulting

APRIL 18, 2013

Peer-to-peer Fundraising Email Marketing Website Management Website Design Payment Processing Sphere Know How Blog Sphere Knowledgebase Sphere Forum Case Central Sphere Connect Sphere Connect Partners Blackbaud Connect Partner Network Overview Partner Login. Nonprofit Management. Non Profit Business Software.

Nonprofit 67

Nonprofit Management Software System 67

Kai Davis

NOVEMBER 23, 2023

Looking for some deals and savings on high-quality software that actually makes a difference? link] 30% Off All WP Remote Plans Manage hundreds of WordPress websites effortlessly. Use our website audits, GBP, SEO (and five other audit reports) to stand out from the competition, build trust, deliver value fast, and close more sales.

Metrics 52

Metrics Policies Software Sales 52

Women in Consulting

APRIL 23, 2013

Peer-to-peer Fundraising Email Marketing Website Management Website Design Payment Processing Sphere Know How Blog Sphere Knowledgebase Sphere Forum Case Central Sphere Connect Sphere Connect Partners Blackbaud Connect Partner Network Overview Partner Login. Nonprofit Management. Non Profit Business Software.

Nonprofit 74

Nonprofit Software Management System 74

Business Consulting Agency

DECEMBER 12, 2023

In-Depth Exploration of Key US Startup Domains Technology and Software Startups : Facts : Technology startups hold a substantial presence, constituting over 31% of all startups in the US, as per data from the US Bureau of Labor Statistics (BLS). In 2021, US e-commerce sales surged to $933.3

Trends 52

Trends Real Estate Healthcare Energy 52

Martinka Consulting

OCTOBER 12, 2018

Due diligence is a process that benefits both sides in a business sale transaction. Facilitating due diligence without an experienced intermediary, accountant, or attorney managing the process can have similar results as asking a sailor to circumnavigate the globe without GPS, a sextant, or star map.

Sales 53

Sales Financial Company Marketing 53

Business Consulting Agency

AUGUST 3, 2023

Financial Strategy : Develop a sound financial strategy that covers startup costs, cash flow management, and funding sources. Operational Planning : Plan your business operations, including supply chain management, inventory control, and staffing requirements. Consultants can optimize your operational processes for efficiency.

Consulting 52

Consulting Cash Flow Efficiency Financial 52

Tom Spencer

APRIL 11, 2020

Companies sell products to a broad variety of industries and customer segments, and it’s often hard to know where to focus the sales, marketing and product development efforts. In order to fully benefit from these fans, the sales team needs to understand who they are and be comfortable selling to them. Sales cycle duration.

Sales 78

Sales Comparison Productivity Data 78

Seth Godin Blog

JULY 2, 2023

And then a lazy brand manager decided to plaster “Sale-A-Bration” signs all over their windows. Or the paralyzed UI group in the software department who undermined the work of the new car’s designers. Is there anything less Italian than that?

Real Estate 41

Real Estate Hotels Energy Software 41

The Source

AUGUST 13, 2020

According to our estimates, risk consulting and related services were worth US$72bn in 2019, US$18bn of which was cybersecurity consulting (note: definitions differ—our numbers don’t include systems development, outsourcing, or hardware and software sales).

Consulting 52

Consulting Software Operations Sales 52