7 Lessons Helping Start Pardot, SalesLoft, and Calendlysaastr
David Cummings is the co-founder of the Atlanta Tech Village, Pardot which sold to ExactTarget/Salesforce.com, Hannon Hill, Rigor, SalesLoft (raised over $75M in capital), Terminus (raised over $25M in capital), and several more. Join him for a session on lessons learned over the years through Pardot to Calendly.
7 Lessons Helping Start Pardot, SalesLoft, and Calendlysaastr
David Cummings is the co-founder of the Atlanta Tech Village, Pardot which sold to ExactTarget/Salesforce.com, Hannon Hill, Rigor, SalesLoft (raised over $75M in capital), Terminus (raised over $25M in capital), and several more. Join him for a session on lessons learned over the years through Pardot to Calendly.
Choosing a financial advisor is probably one of the most important financial decisions that you will make that will greatly impact your financial life. Here are 25 questions that could help you know your financial advisor and pick the right one
HOW WE ADVOCATED FOR INBOUND, UPSOLD ACCOUNTS, AND BUILT A BETTER ORGANIZATIO...HubSpot
In this session Drew Himel from PCR Agency will walk you through how his agency added close to $500,000 in new revenue in less than 8 months through upselling his existing client base and helped PCR become the fastest partner ever to reach Platinum. The session will cover the exact process PCR used to identify which clients were great candidates for upselling to Inbound Marketing and which clients they realized were profit suckers and how they handled each. Once you have identified which clients are the best fit for inbound marketing the next step is coming up with a well organized sales approach. You will walk away from this session with the exact questions PCR used, what documents and presentations they presented to advocate for an Inbound Marketing Budget and how they differentiated themselves from a Upselling clients is the critical first step but once you have sold an account, how do you implement the strategy outlined? The presentation will go over the exact proposals PCR used, their unique approach to fulfilling Inbound for clients, and the structure of clients meetings and what they cover. Drew will go over in detail how he completely reorganized his entire staff to become a full Inbound Marketing Agency. You will leave with the personality testing he uses to identify Inbound Marketers, interview process, training and education for employees.
Network Education Segment Presentation for BNI (Business Networking International) Sierra Chapter in Kuala Lumpur, Malaysia. Presented on 11th December 2012. BRAG teams are a structured way for chapter members to network for a month and to build connections which they would not otherwise be able to build. The purpose of BRAG teams is to help members improve their 60-second and 10-minute presentations.
How to get Money for Your Business | Business Fundingnutritious
Angels Den gives businesses and entrepreneurs the chance to meet with angel investors face-to-face to pitch their business idea and obtain funding and support.
Making Sense of the U.S. Economy and Housing Market (Credit Union Webinar Han...NAFCU Services Corporation
Genworth's economist, Nathan Struemph, discusses informative economic updates and forecasts. You get a 360 degree view on economic trends, including a deeper dive into the U.S. housing market and will walk away with the critical information you need to introduce stronger more definitive strategies at your credit union. Recording available at http://www.nafcu.org/genworth.
In order to deliver an exceptional member experience, one that truly drives loyalty, credit unions must understand the experiences they are delivering today. Experiences are made up of big and small moments. They happen before the member even walks into the branch and continue long after the member leaves. In this 2011 NAFCU Annual Conference session you will understand what member experience is and how it drives loyalty. Plus, learn ways to immediately improve the member experience at your credit union.
Presented by Martie Woods, Chief Experience Officer, Deluxe Corporation
More info at http://www.nafcu.org/deluxe
Choosing a financial advisor is probably one of the most important financial decisions that you will make that will greatly impact your financial life. Here are 25 questions that could help you know your financial advisor and pick the right one
HOW WE ADVOCATED FOR INBOUND, UPSOLD ACCOUNTS, AND BUILT A BETTER ORGANIZATIO...HubSpot
In this session Drew Himel from PCR Agency will walk you through how his agency added close to $500,000 in new revenue in less than 8 months through upselling his existing client base and helped PCR become the fastest partner ever to reach Platinum. The session will cover the exact process PCR used to identify which clients were great candidates for upselling to Inbound Marketing and which clients they realized were profit suckers and how they handled each. Once you have identified which clients are the best fit for inbound marketing the next step is coming up with a well organized sales approach. You will walk away from this session with the exact questions PCR used, what documents and presentations they presented to advocate for an Inbound Marketing Budget and how they differentiated themselves from a Upselling clients is the critical first step but once you have sold an account, how do you implement the strategy outlined? The presentation will go over the exact proposals PCR used, their unique approach to fulfilling Inbound for clients, and the structure of clients meetings and what they cover. Drew will go over in detail how he completely reorganized his entire staff to become a full Inbound Marketing Agency. You will leave with the personality testing he uses to identify Inbound Marketers, interview process, training and education for employees.
Network Education Segment Presentation for BNI (Business Networking International) Sierra Chapter in Kuala Lumpur, Malaysia. Presented on 11th December 2012. BRAG teams are a structured way for chapter members to network for a month and to build connections which they would not otherwise be able to build. The purpose of BRAG teams is to help members improve their 60-second and 10-minute presentations.
How to get Money for Your Business | Business Fundingnutritious
Angels Den gives businesses and entrepreneurs the chance to meet with angel investors face-to-face to pitch their business idea and obtain funding and support.
Making Sense of the U.S. Economy and Housing Market (Credit Union Webinar Han...NAFCU Services Corporation
Genworth's economist, Nathan Struemph, discusses informative economic updates and forecasts. You get a 360 degree view on economic trends, including a deeper dive into the U.S. housing market and will walk away with the critical information you need to introduce stronger more definitive strategies at your credit union. Recording available at http://www.nafcu.org/genworth.
In order to deliver an exceptional member experience, one that truly drives loyalty, credit unions must understand the experiences they are delivering today. Experiences are made up of big and small moments. They happen before the member even walks into the branch and continue long after the member leaves. In this 2011 NAFCU Annual Conference session you will understand what member experience is and how it drives loyalty. Plus, learn ways to immediately improve the member experience at your credit union.
Presented by Martie Woods, Chief Experience Officer, Deluxe Corporation
More info at http://www.nafcu.org/deluxe
Navigating Today's Mortgage Environment (Credit Union Conference Presentation...NAFCU Services Corporation
Are you looking to attract and retain new members through your mortgage lending programs? Of course you are! This presentation from NAFCU’s 2012 Strategic Growth Conference takes a look at the current consumer, creating a growth business plan, free resources for tracking lending trends, conducting an internal mortgage product analysis and how you can use social media to generate mortgage borrowers. Contact info at: www.nafcu.org/genworth
There have been many exciting developments in the legislative and regulatory arenas so we’re including a lengthy “Washington Viewpoint” with as much up-to-date information for the financial services industry as possible. We anticipate having even more details to share in the coming issues.
Our overview of the Discover U.S. Spending Monitor has relevant information on the current spending habits and trends in the economy as a whole, as well as some credit union–specific customer spending details. In our consultant’s corner, we have an interesting article from the Tower Group about credit card retention tactics and from Philliou Partners, a great comparison between Main Street retailers and online merchants.
Learn more at http://www.nafcu.org/discover
By creating true standards surrounding a lending format, communication, and security of credit union and partner data can be significantly improved, allowing for a similar improvement in services offered. This thought-provoking presentation will educate you on the importance of developing standard protocols for lending data, how it benefits all stakeholders, and also how to go about creating these standards. Learn more at: www.nafcu.org/allied
This presentation is an interactive workshop to use with clients to help them understand and develop mission and mission statements. It was prepared for the CMO and head of retail for Dime Savings Bank of Williamsburg, but can be applied to any business. In this presentation you will learn the difference between these two commonly blurred company statements, go through interactive exercises to help develop them, and learn from the best visions and missions in the business.
Driving change: getting your employees out of gridlock and your business into...hprime
A story of innovation and employee engagement at the British Columbia Automobile Association (BCAA). This presentation recounts BCAA's experience and success using a learning map to introduce and align employees with BCAA's vision and business goals.
Not all CPA firms look like - what makes you different from other firms is what draws clients and potential team members to you. This session will cover different ideas on how to brand yourself personally and as a firm to improve your image in the community and your bottom line.