Strategic Account Management Association

FEBRUARY 2, 2021

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.

Virtual Selling 520

Virtual Selling Suppliers Account Management e-Learning 520

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. can be completed virtually via an online data repository.

Banking 52

Banking Investors Acquisition Stakeholders 52

PandaDoc

APRIL 29, 2024

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. Inconsistent naming conventions : Proper naming of folders and subfolders in the data room index facilitates easy document search and retrieval, avoiding confusion and delays.

Organization 52

Organization Investors e-Learning Shareholders 52

PandaDoc

FEBRUARY 23, 2024

To help answer these questions, you can use customer relationship management (CRM) software : Once you identify a new opportunity, you can add it to your CRM and add notes to facilitate future sales activities related to it. Although sales and opportunities are often used synonymously, they’re not the same.

Management 52

Management CRM Sales Decision-making 52

PandaDoc

FEBRUARY 28, 2023

Training & development Legal operations set up targeted training courses to help employees stay effective and compliant, as well as to learn new skills. They act as a translator and facilitator between a legal department and a non-legal one by making a transparent workflow of the way processes operate.

Government 52

Government Negotiation Software Software 52

PandaDoc

FEBRUARY 21, 2021

The e-signature solution uses two-factor authentication access codes to keep sensitive information safe from unathorized users. And the company streamlines the contract approval process by supporting real-time comments from stakeholders. Occasionally, additional information is necessary during the contract negotiation process.

Software 52

Software Software Computers and Electronics e-Learning 52