Red Star Kim

SEPTEMBER 29, 2023

The Managing Partners’ Forum (mpfglobal.com) holds quarterly meetings of its Advisory Board where senior leaders discuss issues pertinent to the professional services sector. This compares with 84% for the Spring 2023 tracker and 71% for the Winter 2022 tracker. A guest speaker is usually invited.

Meetings 130

Meetings Government Management Finance 130

Agile CRM

DECEMBER 13, 2022

This tool provides information on which pages of a website are indexed by Google, as well as any errors or issues that may be preventing certain pages from being indexed. This tool provides alerts about any security issues or manual actions taken by Google, and offers guidance on how to resolve them. Tweets by BingWMC.

Media 97

Media Internet Marketing Management 97

Apptivo

JULY 15, 2022

Loan officers and mortgage professionals use mortgage CRM software to track clients, capture loan prospects, solve issues, and analyze sales. Tickets can be issued and tracked and can be assigned to agents. Using triggers and action trackers, lenders can analyze user behavior and send relevant content at the right time.

CRM 52

CRM Software Software Insurance 52

Hubspot Sales

MAY 25, 2021

Welcome to Breaking the Blueprint — a new blog series that dives into the unique business challenges and opportunities of Black business owners and entrepreneurs. Your lawyer will guide you through contracts, labor law compliance, licensing requirements, and other employment issues. How much will you owe if you break a contract?

Finance 118

Finance Small Business Meetings Onboarding 118

Red Star Kim

JUNE 7, 2023

The Green Room Podcasts | Deloitte UK covers a range of business issues including: financial crime, climate, technology, behavioural science, inclusion and the future of work. EY’s web site end user focus There were complimentary comments about the end user focus of the EY web site EY Global – Home | Building a better working world.

Artificial Intelligence 130

Artificial Intelligence Transportation Digital Transformation Innovation 130

PandaDoc

APRIL 14, 2022

Thanks to the new and improved API, you can now chat with your colleagues and address issues without having to capture screenshots and then send them as separate files via email. This results in faster identification of the issues that you may encounter in your workflow. Always keep your documents safe. Ease of use: 5/5.

Sales 52

Sales Software Software Digitalization 52

PandaDoc

DECEMBER 12, 2022

Case Milestone Tracker : Your support agents can prepare for support deadlines with the assistance of the milestone tracker. If you are concerned about security issues, all the apps go through a security process to ensure they meet Salesforce security standards. Go from close to cash quickly and accurately. Go get ‘em!

CRM 52

CRM Artificial Intelligence e-Learning Financial Services 52