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Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)

Red Star Kim

EQ covers a lot of the important abilities people need to support good communications and relationships. However, I do use a number of assessment tools in my coaching and development work. An important assessment that I use a lot is for Emotional Intelligence (EQ). kimtasso.com).

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HOW CRM SOFTWARE HELPS IMPROVE SALES?

Apptivo

When employed effectively, CRM Software has proved to surge sales, increase productivity, and thereby profitability. When it comes to business, we use a lot of different softwares to get our work done. The easiest way to automate your sales processes is by just implementing a CRM Software into your business.

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How virtual data rooms benefit modern investment banking

PandaDoc

Use cases for investment banking data rooms include mergers and acquisitions (M&A), raising capital, seeking investors, and launching IPOs (initial public offerings). Any complex financial transaction that would be done by the bank in a physical location — raising capital, launching an IPO, mergers and acquisitions, etc. —

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How to organize your virtual data room with a data room index

PandaDoc

The main benefits of data room index are increased searchability, speed, transparency, automation and enhanced communication. Looking for an ideal virtual data room software? Efficient communication A logical data room structure enhances communication within all members and assigned users.

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How to use a virtual data room for M&A 

PandaDoc

Mergers and acquisitions require buyers and sellers alike to enter in a vast amount of confidential company data. This article focuses on the benefits of using a virtual data room for mergers and acquisitions, how VDRs are structured for this purpose, and tips on choosing the right one for your M&A deals.

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The Challenge of Selling Expertise (Not Product)

Strategic Account Management Association

First, there is how SAMs communicate, articulate and exchange their expertise based on their sales and professional experience. They come from our acquisition of a software company and, boy, are they really smart.” I saw how they communicated to Fortune 500 companies with a lot of repetition. Register here.

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Bigtincan Takes Aim at Revenue Enablement with AsdeqLabs Acquisition

SBI

Bigtincan Takes Aim at Revenue Enablement with AsdeqLabs Acquisition. The acquisition of AsdeqLabs expands Bigtincan’s capabilities in sales enablement as well as the growing field of revenue enablement across the enterprise. It’s an honor to have this vision shared through the wider industry via this acquisition.”.