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Back to the Future: F2F selling is returning, but virtual selling is here to stay

Strategic Account Management Association

Customer-facing teams need to continue to up their virtual game, even as they learn how to optimize a balance of virtual and in-person engagement. The ability to uncover customer needs, develop solutions, communicate value propositions and negotiate effectively doesn’t vanish just because a salesperson can’t meet her customer face to face.

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How virtual data rooms benefit modern investment banking

PandaDoc

Read on to learn more about investment banking data rooms, their benefits, and tips you and your team can apply when deciding on the right one. Increased deal speed VDR implementation facilitates the due diligence process and, therefore, speeds up the deal closure. Looking for a perfect virtual data room?

Banking 52
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How to organize your virtual data room with a data room index

PandaDoc

Read on to learn more about the importance of a data room index and practice-proven tips on structuring a VDR for locating documents in a smooth and efficient manner. Looking for an ideal virtual data room software? Schedule a demo or start a 14-day trial today! This page is not intended to and does not provide legal advice.

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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. See also From leads to deals with CRM quoting software 2. A winning combination is a robust proposal management software like PandaDoc and a CRM like Salesforce, Pipedrive, or Zendesk Sell.

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Mastering quote management from CRM integration to automation

PandaDoc

You’ll learn its fundamentals, define the benefits of streamlined quoting software, and take a look at how to implement an efficient quote management workflow. Adoption of purpose-built quote management software transforms disjointed, manual processes into streamlined workflows. What is quote management?

CRM 52
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Adopting artificial intelligence in your sales process

PandaDoc

Machine learning and artificial intelligence can handle them: analyze tons of data and make strategic predictions, cover multiple communication channels, provide valuable advice, and automate most of your routine tasks. So hurry up and learn how to stop wasting your time on inefficient routines and redirect your efforts to selling!

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How to respond when a prospect says “no”

PandaDoc

This means that there’s usually a lot of room for salespeople to negotiate and build trust or even a relationship. Regardless of whether communication happens on the phone or via email, being supported by the right tools can considerably speed up and facilitate the process. Product mismatch: “This is not what I need”. If so, why?