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

Red Star Kim

Recruitment of private client lawyers A core challenge facing many of the delegates’ practices was recruitment. The main observation about pricing in the market was the need for fixed fee proposals. 67% felt that social media was reasonably effectiveness and 33% didn’t know whether it was effective or not.

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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. —

Banking 52
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Best Help Desk Software for Your Business In 2023

Agile CRM

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. Advantages of Helpdesk software.

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Unveiling virtual data rooms (VDRs) for due diligence processes

PandaDoc

It provides decision-makers with empirical insights to navigate through mergers and acquisitions (M&As) and other business transactions. Let’s highlight how virtual data rooms can help you enhance the due diligence process by ensuring data security, streamlining workflows, and facilitating seamless collaboration.

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SMB sales playbook — tips, tools, and strategy to increase your wins

PandaDoc

A robust SMB sales strategy is underpinned by adopting smart solutions like document management software and sales automation tools. Make this process more efficient and transparent through marketing automation software , automatically create related docs, where marketing and sales teams will collaborate in real time.

B2C 52
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How to boost your sales performance with opportunity management

PandaDoc

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.

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Sales AI: How Artificial Intelligence is Shaping the Future of Sales

Arpedio

In this blog post, we’ll explore the transformative potential of AI in sales, highlighting its importance and the myriad benefits it offers to businesses seeking to stay competitive in today’s digital era. AI for sales represents a paradigm shift in how businesses approach customer acquisition and relationship management.