Remove annual-planning
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Is your annual planning a free-for-all? Let’s fix it.

Customer Bliss

I’m probably a little bit late on my annual planning post here, because it’s almost Thanksgiving. When you get to that period in between Thanksgiving and Christmas at most offices, there’s a lot of year-end fiscal closeout rush, but usually the annual planning is done by then. Here are a few approaches.

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Capitalize on Annual Planning to Manage Customers as Assets

Customer Bliss

Over the last ten years I’ve become convinced that annual planning is the Achilles’ heel of customer experience. That is because annual planning usually starts with the silos, not the customer asset, and not the customer journey. You stand still regarding customer asset growth without knowing exactly why.

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Capitalize on Annual Planning to Manage Customers as Assets

Customer Bliss

Annual planning is a missed opportunity for driving customer profitability inside the corporate machine. The silos usually pick their projects and plan their budgets independent of one another. Do You Capitalize on Annual Planning to Manage Customers as Assets?

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Capitalize on Annual Planning to Manage Customers as Assets

Customer Bliss

Annual planning is a missed opportunity for driving customer profitability inside the corporate machine. The silos usually pick their projects and plan their budgets independent of one another. Do You Capitalize on Annual Planning to Manage Customers as Assets?

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Make Lifecycle Revenue Marketing Part Of Your Annual Plan

Forrester's Customer Insights

Forty-six percent of B2B marketing decision-makers responsible for demand/ABM marketing say that standing up a new marketing approach is their biggest point of focus to support growth over the next 12 months. Enter lifecycle revenue marketing (LRM), the most comprehensive approach to frontline marketing.

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The Two Pillars Of Successful Annual Sales Planning

Forrester's Customer Insights

Many factors go into effective sales annual planning. Yet without close revenue engine alignment and use of data-driven insights, your plan may be doomed to failure.

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CX Annual Planning for 2021: Program Strategy in a COVID World

Strativity

By its nature, annual planning is always a combination of some best-guesses and loose commitments to a possible year ahead. But are you ready to commit to a CX plan for 2021? But are you ready to commit to a CX plan for 2021? Emphasis on “possible” year ahead — we know, 2021 feels tenuous.