Red Star Kim

JUNE 15, 2023

The recent acquisition of DealCloud for investment banking, private equity firms and professional services firms means this will now be the focus. The OnePlace legal client relationship management system was acquired by InTapp in 2019. It stopped using the OnePlace name in February 2023.

Key Account Management 130

Key Account Management Account Management Management Client Relationships 130

Hubspot Sales

APRIL 23, 2021

There are tools to pay bills, claim expenses, connect banks, accept payments, send payroll and invoices, create purchase orders, and more. Prebuilt integrations, including Shopify, WooCommerce, and NetSuite, make set up easy, and it integrates with major banks around the world to reduce failure points in financial transactions.

Small Business 94

Small Business Finance Banking eCommerce 94

SBI

JULY 25, 2019

Veelo brings leadership expertise in the use of brain science, deep experience in the technology vertical and a leading team of experts who know how to win in our fast-growing market - David Keane, Co-founder and CEO of Bigtincan. Resources All Awards & Recognition Blog Article Industry News Interview Video Video Reviews Webinars.

Acquisition 31

Acquisition Co-Creation Marketing Account Planning 31

Hubspot Sales

MAY 22, 2018

The business relationships would include accounting services, legal counsel, vendors and suppliers, maintenance providers, banking services, advertising and marketing services, and investment services. Enroll in HubSpot Academy to learn everything you need to know about digital marketing and sales. Making Your Business Legal.

Finance 145

Finance Business Planning Small Business Investors 145