Too often, organizations get caught up in the madness of closing a sale and chasing the end result. In the race for the deal, the priority of nurturing relationships gets lost. Indeed, job performance ...

Whether you need a CRM for sales, customer service, or marketing, we've got the examples to get you started. We may receive a commission from our partners if you click on a link to review or purchase ...

Advisors and RIAs are increasingly turning to digital solutions that not only automate proposal creation but also integrate seamlessly with portfolio management and CRM systems. Choosing the right ...

If you're doing a CRM system conversion, expansion, or initial implementation, there are some things you need to look for — and look out for — in a vendor proposal. We'll help you sort it out. If a ...

In the fast-paced world of B2B sales and enterprise communications, creating winning proposals quickly and efficiently is no longer just a competitive advantage—it’s a necessity. The traditional way ...

If a significant CRM system project is on your agenda in this new fiscal year, here are checklist items that you need to look out for in vendor proposals. 10 Things You Want: Sign up here. 1. A ...