Data-Driven Coaching Guide

We live in an era of endless data and too many companies are victims of insight overload these days to be truly effective.

Data-Driven Coaching solves this issue by combining the best functionality of Conversation Intelligence with automated tools and a clear best practice framework to identify at scale which reps need the most attention and which areas will yield the biggest return on investment.

Can you really afford to not make the jump into Data-Driven Coaching any longer?

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How To Build a High-Performing Sales Team

Twenty years ago, most sales teams worked in competitive silos. Individual sales people worked on their own deals. So the organization was reliant on the sales manager to be a taskmaster.

As a result, the initial steps of building a sales team revolved around processes.

That’s no longer the case because of how much has changed over time. Specifically, that change has been driven by three overlapping cultural factors: employees, buyers and the selling environment.

Tom Lavery, CEO & Founder shares the strategies he uses to create high performance sales teams.

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Accordant Hybrid Workplace

A hybrid workplace needs a trusted solution to manage the everyday. With a mixture of office and remote / home working it can be difficult to see how this can be put into practice in many workplaces. The CadM team take a look at some of the most common questions organisations are asking about hybrid working and demonstrate how Accordant can manage these challenges with a range of intuitive tools.

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Accordant Space

Manage your workspace with exceptional functionality in the Accordant occupancy tracking software. This powerful tool means you can effectively plan for tomorrow by identifying where vacancy is today!

We have made our system straightforward so that you can track and audit occupancy efficiently and effectively. Create documentation to share with your teams before implementing any ‘live’ changes. Occupancy tracking is simple with the power of Accordant.

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Accordant Booking

Use the power of the mydesk booking app to organize booking systems from the palm of your hand. Created with HTML5, the app can be downloaded on any mobile device to book your seat location, whether a hot desk or workspace.

The mydesk app is a standard feature within every Accordant subscription, so your staff can instantly reserve their desk of choice from any available space.

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Accordant Case Studies

CadM’s product design methodology is to produce easy-to-use software suited to all organisations with workspace problems. Our focus is to help our users save time and money, so they can reduce waste, work more effectively and plan for the future.

Accordant, the world’s most advanced workspace management system, is the preferred system for organisations of all types and sizes. Our clients range from SME’s to multinational organisations including major banks and manufacturers. We have multiple partner channels who provide workspace services or real estate and facilities systems with related products. This commitment to integration helps us to deliver ‘best-of-breed’ solutions to organisations of all types and sizes.

Take a look at some of our client’s stories of success.

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Workspace Software YOUR Way

Like all types of workspace a hybrid environment needs a trusted solution to manage the everyday. Combining office and remote / home working creates new challenges especially if you need to implement desk bookings, shifts patterns and your usual occupancy planning. Accordant workspace software can be used before, during and after the planning process to solve your space challenges.

Accordant is:

  • Affordable for businesses with 100’s to 1000’s of employees.
  • Priced by space managed instead of the number of users or modules.
  • Easy to install on-site or as a hosted service, plus quick to set up with our client support specialists.
  • Fast drawing uploads, spreadsheet templates, and 80% fewer polylines than with legacy systems.
  • Hands-on training, tailored manuals, classes, and simple ‘how-to’ sheets.

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Calculate, Interpret and Improve Your DSO

DSO - for Days Sales Outstanding - is an important KPI to keep an eye on especially in fast-growing SaaS companies. It represents the number of days it takes your invoices to be paid by your clients. It, therefore, has an influence on your company’s cash flow. It also signals the efficiency of your cash management process.

There are 2 ways to calculate Days Sales Outstanding:

  • The simple method: a simple formula that calculates the average number of days it takes for your customers to pay your company.
  • The countback method: a more complicated and accurate way to find your DSO, where you go back month-by-month over a period of time.

Need help calculating your DSO? Check out our free spreadsheet that helps you calculate, interpret and reduce it!

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Collection Email Templates to Get Paid

All B2B businesses have one common challenge: getting paid. Even with the best clients, there can be times when invoices are paid late or ignored.

The right Collection emails is the first step towards tackling this challenge and improving your A/R health. Good payment reminders also help you maintain a positive customer relationship in awkward (but necessary) situations.

Keep reading to find out what makes a collection email efficient. You’ll also discover ready-to-use collection templates and tips on how to make payment reminders more efficient for your B2B business.

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8 Tips to Get Paid on Time

Not getting paid means you’re not receiving cash. Cash you need to invest, produce more, hire, and overall just grow. Cash flow issues are serious and can mean big trouble for your business.

Fortunately, we’re here to help! In this guide, you’ll learn about:

  • Best practices for cash collection deployed by industry leaders.
  • Tips to send the best payment reminders emails and letters.
  • Our experts’ advice about how to interpret your A/R metrics.

And much more!

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5 Top AR Metrics

On this spreadsheet, you'll find pre-filled formulas as well as explanations and examples to calculate the top 5 A/R metrics.

  • DSO or Days Sales Outstanding.
  • Accounts Receivable Aging.
  • Accounts Receivables Turnover Ratio.
  • ADD or Average Day Delinquent.
  • CEI or Collection Effectiveness Index.

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The 5 Maturity Stages of Cash Collection

B2B payments are currently undergoing a revolution. Finance leaders should pay close attention to this shift and take an early adopter approach to stay ahead of the curve.

In Upflow's latest piece, Alex Louisy, the CEO and co-founder, presents “The 5 Maturity Stages of Cash Collection”. Use this framework to identify which stage you are at, and learn how to take your accounts receivable strategy to the next level.

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Asynchronous Work Report: What Knowledge Workers Want and What’s Working

When you give something a name, you make it real in a new way. Knowledge workers are seeing this firsthand with asynchronous work (or “async”), which is when team members work on the same project or problem but at different times instead of synchronously. Suddenly, the term is everywhere — but asynchronous work is more than a buzzword.

Not just a by-product of the shift to remote or hybrid, it’s about strategically making new ways of working work. Async can help people cut down on unnecessary meetings, connect across time zones, achieve flexibility, and it even contributes to job satisfaction. But what do knowledge workers think about async?

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Asynchronous Work Report: What Knowledge Workers Want and What’s Working

When you give something a name, you make it real in a new way. Knowledge workers are seeing this firsthand with asynchronous work (or “async”), which is when team members work on the same project or problem but at different times instead of synchronously. Suddenly, the term is everywhere — but asynchronous work is more than a buzzword.

Not just a by-product of the shift to remote or hybrid, it’s about strategically making new ways of working work. Async can help people cut down on unnecessary meetings, connect across time zones, achieve flexibility, and it even contributes to job satisfaction. But what do knowledge workers think about async?

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