In order to move forward in the sales planning process, Michele Charles goes backwards. As a strategic growth manager at Elevate K-12, she decides where she needs to end up with her pipeline before ...

Aside from keeping track of each deal and the stage it’s in, what is effective pipeline management? The answer is in the details. One company that isn’t afraid to get into the nitty-gritty is ...

The sales pipeline is a way for you to envision the abstract concept of the sales process; basically, your prospective sale flows through the steps from new contact, to prospect, to lead, and so on ...

It should be no surprise to learn that nearly every company in the world maintains a sales pipeline. However, you might be surprised to learn that very few companies think they’re any good at managing ...

There are a number of conflicting theories on what makes a company successful when they enter into, or have been, operating in a hedging environment. Some people like to express a very deep ...

An Idaho-based company seeks to disrupt the deal origination process of mergers and acquisitions (M&A) through its specialized consulting service. Boise, Idaho--(Newsfile Corp. - October 2, 2022) - ...

This is part two of a two-part post on how talent influences practice growth, efficiency & success. Earlier this year, I visited in-person with nearly 50 advisor teams (both within and outside the ...