PandaDoc

FEBRUARY 23, 2024

Automation is fundamental to building a robust sales pipeline ; document management tools fused with CRM software accelerate this process. Opportunity management is an approach that focuses on identifying and managing business opportunities for client acquisition, market expansion , strategic partnerships, and more.

Management 52

Management CRM Sales Decision-making 52

Red Star Kim

NOVEMBER 13, 2023

The next Private Client seminar is on 16 th May 2024 Selected delegate poll results How many partners in your private client team? Recruitment of private client lawyers A core challenge facing many of the delegates’ practices was recruitment. 75% 6 – 10 partners 25% 2 – 5 partners How many offices do you have private client services?

Business Planning 147

Business Planning Emotional Intelligence Marketing Management 147

Planview

JANUARY 22, 2024

was able to avoid recession in 2023 and consumer confidence is optimistic entering 2024, companies are still proceeding with caution, given the elevated (56%) chance of recession sometime in the next 12 months, according to the New York Fed’s recession probability model.

Innovation 69

Innovation Management Supply Chain Digital Transformation 69

Agile CRM

DECEMBER 12, 2022

The evolution of helpdesk software can be traced back to the early days of computing when customer service and technical support teams relied on basic tools like email and phone to communicate with customers and resolve their issues. Advantages of Helpdesk software.

Software 52

Software Software Customer Experience Prioritization 52