Jedox Finance

AUGUST 5, 2021

Sales is the growth engine of a company. To ensure the sustainability of success, it is not enough to look at sales only from an operational or transactional perspective. A long-term, well thought-out, strategic alignment of sales with long-term and short-term business goals is key. . Strategic sales planning as a foundation.

Sales 52

Sales Planning Strategic Planning Marketing 52

Anaplan

MARCH 28, 2022

Sales Management Association (SMA) survey reveals importance of sales planning but few excel.

Sales 52

Sales Planning Marketing 52

Nerd's Eye View

SEPTEMBER 13, 2023

In particular, financial advisors who offer ongoing services to clients can focus on 3 key areas that are unique to service-based sales as part of a successful sales strategy.

Sales 92

Sales Planning Communication Leverage 92

Future CFO

FEBRUARY 15, 2023

CFOs plan budget changes and sales functions are likely to get more resources in 2023, said Gartner recently. According to a Gartner survey of nearly 300 CFOs in November 2022, 73% of CFOs indicated that they planned increases for the sales function while nearly half of them said the increase would e 10% or more.

Budgeting 52

Budgeting Sales Planning Investments 52

Jedox Finance

APRIL 23, 2020

Sales Performance Management (SPM) is defined as a set of operational and analytical process to help align selling resources with business priorities. The key benefits of SPM automation are: Savings of 3% to 5% in sales compensation expenses & over payments. Data-driven analytics to speed up decisions and actions.

Sales 52

Sales Planning B2B Forecasting 52

Anaplan

FEBRUARY 26, 2020

This discussion has been edited and abridged from a webinar entitled “Finding Focus: How to build an effective sales plan in 2020” View the full webinar here. Nida Chughtai is the Head of Planning AI Marketing at Anaplan, and previously … Finding focus through your sales planning Read More »

Sales 59

Sales Planning Marketing 59

Jedox Finance

MAY 31, 2020

But ask a sales executive for an example of one rather than a definition, and it’s very likely that they will bring up the sales planning process. The importance of sales planning is not in question. Regardless of the industry sales executives are [.]

Sales 52

Sales Planning 52

Anaplan

JUNE 3, 2021

But expanding their B2B market presence will require intelligent sales planning. Telcos look forward to offering profitable new services in the 5G rollout.

Prioritization 59

Prioritization B2B Sales Planning 59

Nerd's Eye View

APRIL 18, 2024

For over a decade, the financial advice industry has been bracing for an "any-minute-now" tsunami of advisor retirements and concomitant sales of financial planning practices. Which begs the question, to what extent should an advisory firm owner discount the sale price of their firm for a next-gen successor?

Planning 52

Planning Valuation Benchmarking Sales 52

Jedox Finance

SEPTEMBER 29, 2021

While that wouldn’t make much sense these days, think about revenue planning, data, and processes. Does it make sense to have a complete separation between your company goals, sales reps targets, and compensation models? What is Sales Performance Management? Incentive and Compensation Management (ICM) is closing this loop.

Financial Planning and Analysis (FP&A) 124

Financial Planning and Analysis (FP&A) Sales Forecasting Budgeting 124

Anaplan

NOVEMBER 16, 2022

Accurate planning is more critical than ever now that supply and demand disruption is the norm. Hear from our customer SUSE and partner Profit& on how to plan faster and […].

Planning 52

Planning Sales Finance 52

CFO News Room

FEBRUARY 5, 2022

The plan is aimed at helping Covid-hit SEZs better utilise their idle capacities and improve sales. The plan is aimed at helping Covid-hit SEZs better utilise their idle capacities and improve sales. Their domestic sales would soar substantially if the tax incidence drops, industry executives reckon.

Sales 130

Sales Manufacturing Budgeting Economics 130

Jedox Finance

JUNE 24, 2021

This also affects the go-to-market processes in particular for the marketing and sales functions. A company’s web presence, which is usually designed by marketing, is becoming an increasingly important component in the sales process. Where marketing and sales converge.

Sales 116

Sales Marketing Planning Forecasting 116

Jedox Finance

APRIL 30, 2020

In our first post in this blog series, we discussed the benefits of automating Sales Performance Management (SPM) and the related challenges. Sales Compensation Management is the most critical business function within SPM. Paying sales teams accurately is the primary objective of any sales compensation software.

Sales 52

Sales Planning Auditing Forecasting 52

Centage

OCTOBER 17, 2022

As you start your financial planning for 2023 and beyond, follow these steps to solidify your three-year strategic plan and boost the odds of achieving your business’ goals. At minimum, companies should examine three years of data with a focus on sales, costs related to sales, historical depreciation, and taxes, among other factors.

Strategic Planning 98

Strategic Planning Planning Cash Flow Forecasting Budgeting 98

Anaplan

MARCH 9, 2020

Companies, regardless of their size, are dynamic entities—customers and their profiles change, employees come and go, and sales and go-to-market strategies shift throughout the year.

Sales 59

Sales Planning Marketing 59

CFO News Room

JANUARY 11, 2023

For sales teams selling to clients in cost-cutting mode, this requires new tactics. With many organizations, we are seeing sales force reductions that parallel the layoff announcements. At others, we see sales force hiring freezes. And every sales organization is rethinking its strategy and scale.

B2B 100

B2B Sales Concentration Restructuring 100

CFO News

JUNE 11, 2023

the division bench of the National Company Law Tribunal (NCLT) directed the resolution professional Viceroy Hotels to restart the sale process and complete is within 60 days of the order. In an order dated June 9.

Sales 52

Sales Planning 52

Centage

OCTOBER 11, 2022

Workforce planning is important to meeting your organization’s strategic vision, but it’s something that many consider a kind of fortune telling. In reality, it’s more science than art, and should be a critical component of management’s operational planning – especially during uncertain times. Download the Workforce Planning Toolkit.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Planning Budgeting Forecasting 98

VCFO

MAY 5, 2022

Below is a summary of the discussion points from all professionals on the ‘ M&A: Preparing for Sale ‘ panel. buyer) is only achieved through careful planning and an unbiased look at the business. Personal Transition Planning. Planning for the end goal needs to be carefully considered. More on this later.

Sales 78

Sales Mergers and Acquisitions (M&A) Planning Valuation 78

Cube Software

OCTOBER 30, 2023

What is sales and operations planning (S&OP)? Sales and operations planning (S&OP) isn't just a strategy; it's the heartbeat of proactive business management, essential for efficiently balancing supply with demand.

Planning 52

Planning Sales Strategic Planning 52

Boston Startup CFO

APRIL 12, 2024

13-week Cash Flow Forecasting We offer a comprehensive and forward-looking approach to cash planning.

Planning 40

Planning Cash Flow Forecasting Forecasting Benchmarking 40

Spreadym

NOVEMBER 3, 2023

Financial planning is the process of assessing your current financial situation, setting financial goals, and creating a strategy to achieve those goals. It involves evaluating your income, expenses, assets, and liabilities to develop a comprehensive plan for managing your finances effectively.

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

Nerd's Eye View

NOVEMBER 22, 2023

In this guest post, Chris Stanley, investment management attorney and Founding Principal of Beach Street Legal, discusses in depth the various stages of buying, selling, and merging an investment advisory and financial planning business. Read More.

Compliance 75

Compliance Sales Economics Investments 75

PYMNTS

FEBRUARY 18, 2020

Troubled home-décor chain Pier 1 Imports has plans to sell the company as it applies for Chapter 11 bankruptcy and shutters as many as 450 stores — nearly half of its locations, according to reports on Monday (Feb.17). Wells Fargo National Association and Pathlight Capital LP will allow the company to operate while finalizing sales.

Sales 52

Sales Planning Finance Retail 52

Future CFO

NOVEMBER 13, 2023

The marketing planning process, although tedious, can prove to serve long-term financial benefits for the organisation if done properly and excellently. Laura Cross , principal analyst at Forrester , believes that the conversation on marketing planning should be rooted in the organisation's marketing strategy.

Planning 52

Planning Marketing Sales CFO 52

Accountancy Today

MARCH 1, 2023

FRP Corporate Finance has advised on the pre-pack sale of Truphone Limited, a global mobile communications company, to TP Global Operations Limited, in a transaction that saves around 450 jobs. Following the sale Truphone’s new owners will focus on expanding the business’ compliance solutions as well as its eSIM technology.

Corporate Finance 81

Corporate Finance Sales Finance Restructuring 81

Cube Software

NOVEMBER 3, 2023

The essentials of revenue planning for SMBs SMBs often operate as organizations with leaner margins and less wiggle room when it comes to financial errors. A misstep in revenue planning can lead to serious consequences: cash flow shortages, missed opportunities for growth, or even the inability to meet basic operational costs.

Planning 52

Planning Finance Sales 52

Centage

MARCH 14, 2023

If companies want to succeed, they need to craft their personnel planning with care, ensuring their choices hold up to close scrutiny from upper management and investors. The Importance of Workforce Planning Companies often confuse strategic workforce planning with more general annual resource planning.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Planning Budgeting Forecasting 98

CFO Thought Leader

APRIL 1, 2023

In this Planning Aces episode, host Jack Sweeney and guest host Ben Murray discuss the collaborative organizational effort behind generating business intelligence (BI) and the different places BI resources may reside within a business, with reference to an episode featuring Gary Zyla, CFO of AssetMark.

Sales 52

Sales Financial Planning and Analysis (FP&A) CFO Mergers and Acquisitions (M&A) 52

Centage

OCTOBER 23, 2023

The traditional budgeting and forecasting planning processes can be long and painful. The problems that occur downstream from inaccurate or incomplete plans and budgets ultimately impact financial performance and long-term success. The second step is to incorporate these drivers into the heart of the financial planning process.

Budgeting 52

Budgeting Planning Forecasting Financial Modeling 52

CFO Share

MAY 18, 2023

Value-added Tax (VAT) and sales tax are both consumption taxes assessed on the consumer at point of sale. The difference between VAT and sales tax is what gets taxed: sales tax is assessed on tangible personal property (products, materials, and goods) whereas VAT is assessed on both goods and services.

Sales 52

Sales Tax Planning Compliance Invoicing 52

Spreadym

AUGUST 25, 2023

Headcount planning is a strategic process used by organizations to determine the optimal number of employees needed to achieve their business goals and objectives. What is headcount planning? This includes considering factors such as projected sales, production levels, and service needs.

Planning 52

Planning Budgeting Forecasting Leadership 52

Jedox Finance

MARCH 15, 2023

Sales performance management continues to gain traction across organizations of all shapes and sizes all over the world. 2 Sales performance management is extolled as a way for organizations to produce more insightful, accurate sales analyses and predictions, enabling them to become more proactive decision-makers.

Sales 52

Sales Forecasting Planning Investments 52

PYMNTS

DECEMBER 16, 2020

Vroom’s Hennessy recently told Karen Webster in an interview that he welcomes the surge in online sales, but said there’s more to it than just clicking a link. Harnessing the latest technology not only makes cars safer, but can also improve dealership efficiency, customer satisfaction and sales, research by Wards Automotive found.

Sales 97

Sales Planning Problem Solving Data Analysis 97

CFO Share

APRIL 5, 2022

Think your business is too small to worry about sales taxes? South Dakota , small business sales tax has been an issue you cannot afford to ignore. With audits ramping up and penalties exceeding $100,000, understanding sales and use tax is essential. The cost of sales tax non-compliance. Think again. Ever since Wayfair v.

Sales 98

Sales Auditing Compliance Tax Planning 98

Centage

AUGUST 15, 2022

In the current economic climate, proper financial planning and management are more essential than ever before. With that in mind, many businesses are turning to budgeting and planning drivers as a way of obtaining more accurate information. Managers can then run scenarios with the drivers to improve long-term strategic planning.

Budgeting 105

Budgeting Planning Forecasting GAAP 105