ClearPoint Strategy

JANUARY 9, 2024

Learn how ClearPoint can make the process for PHAB accreditation easier.

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Quip

NOVEMBER 4, 2020

We are excited to announce that we are migrating all of Quip and Salesforce Anywhere’s customer support articles and documentation to Salesforce’s Help and Training Portal ! Where do I access Quip or Salesforce Anywhere technical documentation? Alternatively, you can start logging cases at help.salesforce.com.

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Red Star Kim

APRIL 11, 2023

Producing a great looking document or presentation really quickly is not a great strategy if the win rate isn’t improving. They listed all the key documents to deconstruct: the main document, pricing document, specification and supporting appendices (including policies).

Government 130

Government Innovation Meetings Finance 130

SBI

MAY 23, 2021

SalesTech Video Review: Simple Content Organizer for Sending Links, Files and Video to prospects. Flipdeck tackles two hassles salespeople deal with every day, gathering the information to send each prospect and adding attachments and links to an email one-by-one.

Organization 51

Organization Sales 51

Red Star Kim

OCTOBER 3, 2022

It was interesting that three quarters of the delegates always seek to talk to the client before preparing their sales proposition and pitch documents. Most firms used templates to make compiling pitch and tender documents quick and efficient and preserve branding. Obtain additional information to assess the likelihood of success.

Decision-making 130

Decision-making Communication Meetings Marketing 130

PandaDoc

MARCH 22, 2024

To keep all your assets safe and sound during due diligence, you need a robust solution for secure document management. Key takeaways VDRs used for due diligence provide safe storage of private documentation and ensure secure data sharing between internal and external stakeholders. This is where virtual data rooms (VDRs) come in.

Computers and Electronics 52

Computers and Electronics e-Learning Facilitation Software 52

PandaDoc

APRIL 17, 2024

Improve document management with software integrated with your CMS. That often means a need to obtain and review the correct documentation. It’s generally integrated with document management software. This is vital in an increasingly digital world as it makes it easier to organize and review necessary documentation.

Software 52

Software Software Management Construction 52

PandaDoc

APRIL 17, 2024

Improve document management with software integrated with your CMS. That often means a need to obtain and review the correct documentation. It’s generally integrated with document management software. This is vital in an increasingly digital world as it makes it easier to organize and review necessary documentation.

Software 52

Software Software Management Construction 52

Nutshell

JANUARY 18, 2024

Back in the days when documents existed only in physical, printed copies, people would always sign those documents using pens. But today, so many documents are purely digital. As a result, it’s common for people to use electronic signatures (eSignatures) to sign documents.

Digitalization 71

Digitalization CRM Organization Management 71

Strategic Planning and Management Insights

JANUARY 20, 2021

Chris Ronzio is the founder and CEO of Trainual, an onboarding, training and knowledge management platform for small and growing businesses. His company replaces the traditional training manual, and gives companies the ability to tell their story and share their policies, history, culture, and vision.

Onboarding 52

Onboarding Management Communication 52

PandaDoc

MARCH 4, 2024

A virtual data room , or VDR, is a secure, online space acting as a repository of a company’s documentation, and serves as a virtual hub where company users share real-time information with other investors, clients or stakeholders when executing investment banking deals. What is a data room for investment banking?

Banking 52

Banking Investors Acquisition Stakeholders 52

PandaDoc

MARCH 1, 2024

These documents are private and must be kept in a safe place for the duration of the deal, while still allowing appropriate access to all stakeholders involved in the transaction. A virtual data room is a secure, online repository to store and share relevant company documentation required for all parties involved in mergers and acquisitions.

Acquisition 52

Acquisition Stakeholders Government Software 52

Customer Think

NOVEMBER 9, 2023

The process of journey mapping is the identification and documentation from […] What information do they provide? And, how should they be used? Depending on who you ask, a customer journey map is a process or a visual tool.

Customer Experience 122

Customer Experience 122

SmartKarrot

SEPTEMBER 20, 2021

Documentation for your SaaS products is more than necessary. You might have had some experience in working with product documentations in the beginning, however, it is time to rev up your documents and take to another level. What is Product Documentation? What is Product Documentation? Table of Contents.

Customer Success 10

Customer Success Customer Experience Meetings Marketing 10

PandaDoc

MARCH 9, 2024

While your Trello integration will help you manage and assign tasks from the get-go, PandaDoc’s integration with Slack will help you share and modify your documents directly from Slack. It will also keep you and your team abreast of document status, ensuring everyone stays updated about crucial information.

Co-Creation 52

Co-Creation Communication Meetings Onboarding 52

Agile CRM

DECEMBER 26, 2022

Electronic signature software are now a more practical and effective option thanks to the development of technology.The old method of signing documents with a pen and paper is becoming outmoded in the current fast-paced business world. What types of documents can be signed electronically? Is electronic signature legally binding?

Software 52

Software Software Digitalization Government 52

PandaDoc

SEPTEMBER 6, 2023

Improved productivity : With PandaDoc embedded right in HubSpot, sales reps can create, send, and track documents directly from their CRM, boosting productivity. Enhanced customer interactions : The combined power of PandaDoc’s document automation and HubSpot’s customer data enables more personalized and effective customer interactions.

Sales 78

Sales CRM Customer Experience Business Growth 78

ClearPoint Strategy

JANUARY 23, 2024

Explore how ClearPoint Strategy optimizes PHAB accreditation, enhancing documentation, progress tracking, and team collaboration in public health.

Software 81

Software Software 81

Help Scout

AUGUST 22, 2023

Help Scout’s Beacon gives your customers access to email and live chat support, help documentation, and proactive messaging—all right where they need it. Read the full article

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Nutshell

APRIL 4, 2024

The reason we’re listing Microsoft 365 here is that it leverages the cloud to let you easily share and co-edit documents. That means multiple people can access the same Word document or PowerPoint presentation without having to manually transfer the file between computers.

CRM 77

CRM Communication Software Software 77

Flevy

AUGUST 5, 2022

Research into the public documents of listed companies brings to light key data about these companies, their Strategies, and their Strategic Priorities. The public documents that were evaluated to identify Strategic Priorities for the study included: Fiscal year’s Form 10-K report. grow, improve, increase—or with a gerund—e.g.

Shareholders 109

Shareholders Investors Supply Chain Prioritization 109

Apptivo

JANUARY 23, 2023

Information could be as emails, documents on individual systems, spreadsheets of support executives, and even in the brains of individual service desk agents – where the more experienced of them have a treasure trove of information. When one person holds knowledge about a particular product, service, process, or system, have them document it.

Management 102

Management Decision-making Organization Innovation 102

Zendesk

DECEMBER 15, 2022

Caseworkers received and stored documents and also created automations that generated the forms and letters needed to present to the U.S. Prior to using Sell, caseworkers wrote out documents and letters by hand and automated tedious tasks to aid with the documentation process. government.

Government 98

Government Media Communication Organization 98

PandaDoc

MARCH 29, 2024

These tools come with the following features: A tracking feature A tracking feature shows you what progress has been made in a document. As it tracks data in a document while it is moved through teams, you can monitor who accessed the doc and made changes.

Negotiation 52

Negotiation Stakeholders Profitability Government 52

Zendesk

JANUARY 29, 2024

as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from Zendesk. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

CRM 52

CRM Publishing Software Software 52

Customer Think

JANUARY 12, 2024

Agreement brings together trusted, industry-leading, enterprise-class solutions that deliver on organizations' technical documentation, training and compliance demands

Software 59

Software Software Management Organization 59

PandaDoc

MAY 15, 2020

In today’s digital world, the signing process for a paper document is time-consuming, wasteful, and, quite frankly, unnecessary. So, it makes sense that with the rise in popularity of the electronic document, electronic signatures have become the new standard for brick-and-mortar and remote businesses alike. But, are they legal?

Digitalization 124

Digitalization Cybersecurity e-Learning Negotiation 124

Help Scout

AUGUST 22, 2023

Customer support is a specific type of customer service involving skills such as documentation, product feedback, and technical problem solving. Read the full article

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Apptivo

JUNE 10, 2021

Bulk Share Documents. Bulk Share Documents. To safely preserve its customer data, Apptivo maintains an independent Document application. We have provided this Documents app on each application to add their customers’ documents from the application effortlessly. Let’s go through the short updates.

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PandaDoc

JUNE 13, 2023

Digital signatures have become a customary method for conducting business transactions and signing documents in the world of e-commerce. The electronic format of signatures lets you send your documents to your clients no matter where they are. Get an electronic certificate with every signed document.

Insurance 52

Insurance Transportation Digitalization Software 52

Nutshell

FEBRUARY 6, 2024

A clearly defined sales process: Next-action sales strategies involve a structured and documented sales process. Be specific when creating a task When documenting a sales task, make sure to include all the relevant details. Even if your process hasn’t been documented, your sales reps are taking certain steps to close leads.

CRM 62

CRM Sales Prioritization Decision-making 62

Insightly

JANUARY 30, 2024

This powerful combination allows you to dispatch contracts, agreements, and various documents for electronic signature straight from the Insightly platform. Once documents are signed, they are automatically linked and stored with the corresponding records in your CRM. Streamline document handling with this integration.

CRM 52

CRM e-Learning Facilitation Decision-making 52

Help Scout

AUGUST 22, 2023

Reliable, well-maintained documentation is vital to good service, but it is a huge job. Here’s how support teams can help technical writers produce better knowledge bases. Read the full article

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Hubspot Sales

MAY 24, 2022

An invoice documents a written agreement about a transaction between a business and a customer, containing details about how much the customer owes, what products or services the business provided, the date of sale, and the date payment is due. Include the date the invoice was sent for documentation purposes. Tax documentation.

Banking 89

Banking Communication Sales Organization 89

Hubspot Sales

NOVEMBER 22, 2023

Key features: Electronic Signatures: Send contracts, agreements, and other documents directly from your CRM. Document Tracking and Management: Track the status of your documents in real-time. Document Tracking and Management: Track the status of your documents in real-time.

CRM 90

CRM Decision-making Sales B2C 90

Quip

OCTOBER 20, 2020

In the Winter ’21 Salesforce Release , we’ve focused on expanding the breadth of CRM functionality so that your teams can easily standardize best practices, automate repeatable processes, and ignite teamwork by bringing live Salesforce data into Quip documents and associating Quip documents with Salesforce records.

Account Planning 98

Account Planning Innovation CRM Management 98

Customer Think

DECEMBER 8, 2023

The article mentioned the well-documented tension between the flexibility and independence enjoyed by those who work-from-home and the discontent felt by workers who have been forced to return to the office. I came across a WSJ article this week titled Why Is Everyone So Unhappy at Work Right Now?

Leadership 59

Leadership 59