Acquisition Client Onboarding CRM Webinar 
Hubspot Sales
FEBRUARY 8, 2022
A trigger event is anything that creates a sales opportunity with your leads, like a new company executive, an acquisition, or even someone opening your email. You can monitor trigger events through a CRM (which we’ll discuss later), social media, press releases, LinkedIn, google alerts, etc. Use a CRM.
Red Star Kim
JUNE 15, 2023
Includes IPOs, acquisitions, grants, accelerators and news. Fame for accountants and professional services firms “tool for general financial research, benchmarking analysis, screening acquisition targets for your clients, client onboarding, company secretarial services and business development”.
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