Steve Shu Consulting

AUGUST 11, 2010

Established products and sales & marketing channels. Finance cycle of start-up opportunities (opportunity timing) does not align well with the long, finance planning cycles of large companies (sometimes can be 14+ month delays!). Aim for pioneer sales and business development deals with lighthouse accounts (concrete wins).

Company 150

Company Finance Sales Development 150

Epicflow

JULY 5, 2024

Scoro Scoro is an all-in-one business management software intended for streamlining business operations, improving productivity, and managing projects, finances, and customer relationships in a single platform. Other Features Resource scheduling Resource management Project portfolio management Project management Equipment scheduling 13.

Tools 253

Tools Software Resources Efficiency 253

Management Consulted

JULY 22, 2013

Plus, financial advisory schools aren’t hyper-focused on recruiting the president of the class – they more realistically focus sales efforts on a fraternity vice president with a great volunteer record, a strong major, great quant scores and a really good GPA who is great with people.

Financial 194

Financial Consulting Strategy Strategy& 194

Harvard Business

MARCH 31, 2017

If you’re not a numbers person, finance is daunting. Stop avoiding finance because you’re afraid of numbers. Think of it this way, “Finance is the way businesses keep score. “Finance and accounting are very simple. .” “Finance and accounting are very simple. Overcome your fears.

Finance 70

Finance Balance Sheet How To Metrics 70

LSA Global

AUGUST 19, 2024

How Much Should a Sales Team Pressure Buyers to Close? Closing is a big part of sales, and it is not easy. Recent research by HubSpot found that close rates by industry average between 19% for Finance and 22% for Computer Software. With only 1-in-5 opportunities closing, how much should a sales team pressure buyers to close?

Sales 68

Sales Research Training Training 68

Harvard Business

OCTOBER 31, 2016

For many executives battling through economic headwinds in emerging markets, the answer tends to be wherever they think someone will provide the strongest boost to top-line growth, which usually means hiring an additional sales or marketing manager to support the commercial front lines. Somewhere else?

Sales 70

Sales Marketing Survey Finance 70

Harvard Business

DECEMBER 20, 2018

Front-line sales professionals and managers rarely find the majority of these capabilities useful in winning more business for the company. CRMs today also serve a lot of masters, from executives in the C-suite, technology, marketing, finance, and, oh yeah, sales. And the sales team — well, they mostly hated it.

Sales 132

Sales How To Metrics Tools 132

Harvard Business

JUNE 27, 2023

The general rule of enterprise finance is that marketing budgets drop like a stone at the first sign of trouble and rise like a feather once the environment is more settled.

Marketing 191

Marketing Enterprise Finance Survey 191

Management Consulted

JANUARY 1, 2017

These cases can be some of the scariest, because they test things like finance principles, but on the other hand, they’re really easy to recognize. Once again, it all comes down to finances. For example, how much of a risk is it to integrate two different sales departments, each of which with its own bonus structure?

Case Interview 154

Case Interview Interviews Intellectual Property Cash Flow 154

Harvard Business

APRIL 14, 2017

For example, our survey, which asked managers of 13 functions, from sales and marketing to procurement and finance, to indicate whether their departments were using AI in 63 core areas, found AI was used most frequently in detecting and fending off computer security intrusions in the IT department.

Company 163

Company Survey Finance Engineering 163

Management Consulted

AUGUST 1, 2013

And, of course, their claim to fame, Financial Services , is broken down into even more practices including: Finance and Risk. Corporate and Finance and Advisory. Risk Management – assists CFOs and other finance executives on matters of finance and risk, global risk and trading, and compliance and governance.

Oliver Wyman 201

Oliver Wyman Interviews Mercer NERA Economic Consulting 201

Harvard Business

JUNE 23, 2017

Why does a salesperson lose a sale? The sales department equally preferred having a salesperson listen and solve their needs and being challenged; HR was equally split across all three selling styles. 4: Some Buyers Are “Price Immune” Price plays an important role in every sales cycle. Steven Moore for HBR.

Sales 71

Sales Fashion Real Estate Engineering 71

Harvard Business

SEPTEMBER 7, 2016

These challenges forced BioLite to reevaluate our approach and customize our sales methods to a market that demands an entirely different way of doing business. It was a good idea in theory, but ultimately it was too passive as a sales approach: Simply placing our HomeStove on a shelf did not lead to uptake. Here’s the thing.

Sales 70

Sales Marketing Development Retail 70

Steve Shu Consulting

MARCH 21, 2014

For those unfamiliar with the term “behavioral economics”, I generally describe behavioral economics as a combination of psychology and a traditional science like economics or finance. Behavioral Economics Business Development General Management Innovation Management Consulting Professional Services Sales And Marketing Technology'

Consulting 150

Consulting Finance System Sales 150

Harvard Business

MARCH 15, 2018

Nonetheless, statistics show that women-owned businesses, which account for one-third of Swedish businesses, are not granted the corresponding proportion of government venture financing; in fact, women-owned businesses receive only 7%. Operating margin: earnings per sales, which indicates the entrepreneur’s ability to earn revenue.

Data 131

Data Real Estate Finance Financial 131

Harvard Business

JULY 20, 2016

Most sales models include a conversion funnel in which reps try to convert a marketing-generated lead into a prospect and then a customer through sequential steps. Along with improving sales results, research has shown that incremental commitments can boost charitable giving, increase show rates for blood drives, and reduce smoking.

Sales 70

Sales Research Productivity Data 70

Management Consulted

OCTOBER 18, 2013

Although it started as a tiny group, paling in comparison to the bohemoth revenues of the firm’s hardware sales, this group is now known as IBM Global Services (IGS) which is responsible for 50% of IBM’s revenue globally. Finance Risk. Marketing Sales & Service. Howe created the IBM Consulting Group in 1992.

IBM GBS 203

IBM GBS Interviews Consulting Case Interview 203

Harvard Business

OCTOBER 10, 2024

The role has one of the shortest tenures of any in the C-Suite and is often blamed for below-target growth. But recent research shows firing the CRO can cause more problems than it solves.

Research 216

Research Financial Finance Sales 216

The Fearless Marketer

JULY 1, 2019

Directing your prospect to online information about your services (what I call a Sales Letter). But the most neglected part of this process is that durn* sales letter. Why a sales letter is absolutely essential. Why a sales letter is absolutely essential. However… What should go into your sales letter?

Sales 63

Sales How To Guidelines Case Study 63

Management Consulted

OCTOBER 3, 2012

” “I was working in a wine shop during my undergrad and started to realize that I was able to close more sales by being a trusted advisor to my client rather than acting like a sales rep. When I started out in the program, I quickly realized I was never cut out for finance or accounting.

Consulting 204

Consulting Case Interview Interviews Engineering 204

Tom Spencer

FEBRUARY 10, 2023

Investment bankers work on behalf of both individual and institutional clients to raise capital by issuing securities, as well as to advise clients on financial matters such as mergers, acquisitions, and other corporate finance activities.

Banking 88

Banking Industry Finance Cash Flow 88

Consulting Matters

FEBRUARY 3, 2018

Do you have significant staff group experience, such as from HR, Finance or IT? Marketing and sales. Prior to becoming a consultant, what type of position did you hold? Did you hold senior leadership positions before you became a consultant? How was your role positioned – were you in charge or did you provide specialized support?

How To 180

How To Leadership Consulting Finance 180

Management Consulted

JANUARY 29, 2017

Here are 6 ways to prepare for consulting as you wait for the next chance to drop that resume: 1) Go work for a brand name company, but do something that is sales, operations, or strategy related. 4) Get a job in finance, but not personal finance (financial advisory consulting or in an internal finance department of a company).

Consulting 100

Consulting Finance Resumes Healthcare 100

Tom Spencer

JUNE 9, 2023

As a result, businesses are able to provide recommendations that simultaneously enhance customer satisfaction and increase sales revenue. For example, in industries like finance and accounting, AI-powered systems can process invoices, perform data entry tasks, and generate financial reports with minimal human intervention.

Data 147

Data Operations Efficiency System 147

Consultant Journal

MARCH 5, 2020

Think about what’s actually needed for your sales and marketing : Wave or nod instead of shaking hands. Take a look at your cash flow and what a change to sales or staffing could do. Consider arranging financing ahead of time, as part of business continuity preparations. Keep washrooms well-stocked with paper towels and soap.

Small Business 114

Small Business Cash Flow Policies Sales 114

Successful Independent Consulting

OCTOBER 22, 2017

SpareHire is an online work marketplace for finance and consulting projects.” TopTal is a network of the world’s top 3% of software engineering, design, and finance talent — available on demand to help companies accelerate, adapt, and scale.” The company claims to have 4,000 professionals in its network, all paid on a 1099 tax basis.

Talent 150

Talent Finance Consulting Development 150

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. He was terrible at supply chain management, finance, and managing foreign exchange currency risk.

Finance 98

Finance Engineering Talent McKinsey 98

Harvard Business

OCTOBER 6, 2016

The post-scandal scrutiny of Wells Fargo’s culture has so far focused on the high-pressure sales environment that drove employees to create as many as two million fake accounts. The bank has since fired 5,300 employees for the illegal behavior and eliminated retail bank sales goals entirely. But the fallout is far from over.

Leadership 129

Leadership Banking Ethics Culture 129

Progressus

APRIL 10, 2025

Add Financial Dimensions to Sales Orders in Dynamics 365 with AXIO TheAdd Financial Dimensions to Sales Orders in Dynamics 365feature gives the ability to review and change the financial dimensions of anItemdirectly in theSales Order, rather than having to edit the financial dimensions in theItempage.

Financial 52

Financial Sales Report Finance 52

Harvard Business

JUNE 21, 2017

Respondents viewed selling as a crucial skill for founders, and noted that this encompassed more than just product sales. ” Finance is less important. Finance received the second lowest priority score of the 10 skills areas. ” However, a few respondents made a strong case for learning about finance.

Engineering 134

Engineering Survey Finance Recruiting 134

Harvard Business

OCTOBER 13, 2017

Many leaders look at profit margin, which measures the total amount by which revenue from sales exceeds costs. You might think of this as the portion of sales that helps to offset fixed costs. Variable costs are those expenses that vary with the quantity of product you produce, such as direct materials or sales commissions.

How To 134

How To Boston Consulting Group Sales Productivity 134

Tom Spencer

FEBRUARY 1, 2020

This might include advice on asset management, tax structuring, or capital structuring to reduce financing costs and sources of risk (e.g. Sales, Marketing, Production) and secondary functions (e.g. Finance, HR, Supply Chain, ICT, Legal). For instance, financial consultants provide advice to organizations on financial matters.

Consulting 135

Consulting Operations Financial Real Estate 135

Harvard Business

FEBRUARY 16, 2018

For example, if a meeting charter has significant implications for finance, one person from finance can attend and keep their finance colleagues informed. There should also be metrics assessing how well a meeting is executing its charter.

Meeting 134

Meeting How To Government Finance 134

Harvard Business

OCTOBER 18, 2018

But one person had given him the lowest ratings possible, and from the written remarks, Lance could tell that it was Ahmed Lund, Barker’s head of sales. His CFO and his sales chief had been at loggerheads for a while. Ahmed accused Damon of throwing up roadblocks and using his power to undermine the sales department.

Case Study 132

Case Study Case Studies Study Sales 132

Consulting Success

DECEMBER 4, 2017

He began as a door-to-door salesman, and progressed to sales manager, sales director, and eventually marketing director before becoming a CEO for a finance company. He found out that that was exactly true, and after placing a huge number of sales calls, he secured some of his first work with Johnson & Johnson.

Consulting 150

Consulting Leadership Sales Company 150

Progressus

APRIL 17, 2025

Built on Microsoft Dynamics 365 Business Central, SilverLeaf will integrate cultivation, processing, production, supply chain, sales and finance in one system.

Marketing 52

Marketing Finance Sales System 52

CaseInterview.com

MARCH 2, 2020

For example, if you’re talking to a seasoned finance professional, you can use terms like “EBITDA“ and “valuation multiples” and they’ll understand them. Well, A/B testing is the exact same thing, except instead of testing the effectiveness of a drug on patients, we are testing the effectiveness of our sales presentation on prospects.”.

Transportation 90

Transportation Finance Examples Sales 90