Red Star Kim

SEPTEMBER 8, 2023

This week’s PM Forum training workshop “Commerciality: Finance, Pricing, Innovation and Research” was attended by delegates from law, accountancy and insolvency firms. Thanks to Simmons & Simmons for hosting the event at Citypoint. Delegates then chose to focus on finance, economics and pricing.

Procurement 147

Procurement Value Proposition Finance Artificial Intelligence 147

PandaDoc

APRIL 8, 2024

To further facilitate deal creation, a deal desk can utilize proposal management software to maintain a knowledge base, proposal templates, and information on past deals What is a deal desk? A deal desk is a team within a company responsible for managing and negotiating deals, contracts, quotes, and other sales documents.

Negotiation 52

Negotiation Sales Stakeholders Digitalization 52

Hubspot Sales

NOVEMBER 23, 2018

This "money-back" provision protects investors in the event of a sale at a lower valuation. Outline distributions to the founding team -- and use the cap table to facilitate the conversation on day one. Term sheet negotiation. Preferred stock typically can often be converted to a 1x payout of money invested.

Investors 103

Investors Shareholders Finance Decision-making 103

Insightly

SEPTEMBER 19, 2023

They do this through various channels, such as referrals, networking events, and digital marketing. Customer Engagement and Communication: Effective communication is essential in the solar industry, where customers often have questions about solar installations, financing options, and maintenance.

CRM 52

CRM Insurance Healthcare Manufacturing 52

Insightly

SEPTEMBER 19, 2023

They do this through various channels, such as referrals, networking events, and digital marketing. Customer Engagement and Communication: Effective communication is essential in the solar industry, where customers often have questions about solar installations, financing options, and maintenance.

CRM 52

CRM Insurance Healthcare Manufacturing 52

SBI

MARCH 30, 2021

Sales leadership realized they needed tools to boost sales effectiveness and facilitate remote team-selling, deal reviews and deal collaboration. DealCoachPro is helping to facilitate team-selling and deal collaboration. Sellers include their colleagues in marketing, product, and finance. It is like a golf swing. from M.I.T.

Facilitation 40

Facilitation Software Software Decision-making 40

PandaDoc

OCTOBER 3, 2023

The sessions were facilitated by an external consultant to ensure unbiased feedback. Get help from finance teams or external experts to estimate expenses accurately. A finance company was eager to enhance its customer service and lead generation through an AI-driven chatbot. They also used Wonderway.io

Artificial Intelligence 52

Artificial Intelligence Sales CRM e-Learning 52