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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ClearPoint Strategy

JANUARY 9, 2024

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

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Customer Think

APRIL 12, 2023

Using generative AI, Suki Assistant Gen 2 will generate notes ambiently and take dictation and commands all in a single, affordable solution.

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Nutshell

SEPTEMBER 17, 2024

Today, we’re launching broad new swaths of API access via REST API, with a comprehensive documentation and testing suite (powered by Readme.com). How will the new REST API documentation benefit my team? When Nutshell launched in 2010, open API access was at our core.

Publishing 71

Publishing CRM Management 71

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 Meetings Communication Marketing 130

Nutshell

DECEMBER 8, 2023

user/month Notable features: Scan an unlimited amount of business cards and trade show badges directly to Salesforce as leads or contacts Free Slack integration & scan PDF Documents Strong customer support Summary: Vision-e has provided scanning solutions to Government, Enterprise, and global businesses. Vision-e Price: $4.99/user/month

CRM 123

CRM Sales Software Software 123

PandaDoc

SEPTEMBER 17, 2024

PandaDoc As an all-in-one document management solution , PandaDoc helps businesses of all sizes streamline their sales proposals, quotes, contracts, and more. Pros: Complete document lifecycle management in one place Supports document editing from Word, Google Docs, etc. Rich media drag and drop document editor 4.

Sales 98

Sales CRM Software Software 98

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

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

SBI

SEPTEMBER 30, 2019

Bigtincan acquires XINN Adding Real Time Document Automation to Its Sales Enablement Automation Platform. Together we can transform the way companies interact with the modern customer by combining automated data driven document creation with our deep platform of sales enablement technologies. David Keane, CEO of Bigtincan.

Financial Services 22

Financial Services Acquisition Account Planning Sales 22

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

Groove HQ

NOVEMBER 15, 2024

Hannah, your newest customer support rep, juggles complex queries while frantically searching through scattered documents and outdated wikis. It’s 9:03 AM. Sound familiar? This daily struggle is why many small businesses are turning to internal knowledge base software as their customer support secret weapon.

Software 59

Software Software Small Business Management 59

Hubspot Sales

MAY 29, 2024

Work with a trusted lawyer to gather all important documents and ensure that your company's legal status is unimpeachable. Review Startup Documents & Agreements Reviewing legal documents means getting a deep insight into any legal risks that could impact your financial status, future growth, and operations.

Investors 79

Investors Cybersecurity Shareholders Suppliers 79

Flevy

OCTOBER 12, 2023

Document and share outcomes: Record the methods that improved your existing marketing tactics and share those with your team. It necessitates a methodical process of prioritizing, implementing, and documenting ideas as experiments. Marketers should select a suitable internal documentation tool—e.g., Establish objectives.

Brainstorming 102

Brainstorming Prioritization Digital Transformation Acquisition 102

PandaDoc

APRIL 29, 2024

A key component of successfully closing these deals is having all the online documents and folders easily located — and that’s where a data room index comes in. 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.

Organization 52

Organization Investors e-Learning Shareholders 52

PandaDoc

AUGUST 29, 2024

PandaDoc, while not a traditional enterprise workflow solution, is nevertheless an excellent workflow automation tool that enables you to manage and simplify all your document and contract workflows. See also The 11 best software platforms for document automation in 2023 4. Need an easy way to automate your document workflows?

Software 52

Software Software Management CRM 52

Nutshell

SEPTEMBER 18, 2024

This is because bigger deals mostly require a more strategic selling process, structured framework, and good documentation. The Blue Sheet allows sales reps to document key details, including an overview of the opportunity, the customer’s current situation, and the key stakeholders involved.

Stakeholders 71

Stakeholders Sales CRM Value Proposition 71

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

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

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 121

Customer Experience 121

PandaDoc

AUGUST 22, 2024

Reps also use hyper-personalized sales documents like proposals and case studies that adapt to different features, price ranges, and order volumes to provide consistent and accurate information to prospects. It helps your sales teams securely send documents for signing electronically , reducing the time to close deals.

e-Learning 52

e-Learning CRM Sales Software 52

Hubspot Sales

APRIL 1, 2022

That's why they leverage documents known as work orders to delegate and track their tasks and responsibilities. Work orders are often conflated with similar documents called work requests. The key difference between these two types of documents stems from who issues each form. Documentation. Work Order vs. Work Request.

Prioritization 116

Prioritization Manufacturing Management 116

Nutshell

MAY 21, 2024

Customer relationship management (CRM) Financial management Risk management Cybersecurity Trading and portfolio management Financial planning and analysis (FP&A) Data analytics and business intelligence Compliance and regulatory reporting Document management and collaboration Wealth management What software is used in financial services?

Financial Services 71

Financial Services Software Software Cybersecurity 71

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

SEPTEMBER 4, 2024

Automate manual work While CRM solutions assist in repetitive tasks, integration with document management software is where automation really comes alive. Doing so allows real estate professionals to focus on relationship building instead of worrying about documents being quickly created , signed, and updated according to due dates.

CRM 52

CRM e-Learning Software Software 52

PandaDoc

JUNE 3, 2021

Now, centuries later, thanks in part to the ESIGN Act (2000), we have electronic signatures and digital documents. With digital documents and eSign becoming widespread across mom-and-pop shops and remote-first businesses alike, it’s no surprise that you’re in the market for an eSign solution to help accelerate your business.

Digitalization 98

Digitalization Software Software Media 98

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

PandaDoc

OCTOBER 15, 2024

Tap into our sales tools with deal rooms, quotes, document creation, and more. Document Tracking analytics can increase your close rate by up to 36%. These analytics also give you insight to how long people spend on documents, helping you determine which areas may need work by tracking the completion rate.

Food and Beverage 52

Food and Beverage Management Sales Profitability 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

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

PandaDoc

AUGUST 6, 2021

When you’re sending digital documents, capturing a valid e-signature can be critical to your business’s success. At $10 per month, it’s a low-risk way to send a few documents per month while getting a feel for how e-signing actually works. All plans include unlimited documents and eSignatures. Ease of use: 5/5.

CRM 95

CRM Digitalization Business Planning Software 95

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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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

Nutshell

DECEMBER 8, 2023

user/month Notable features: Scan an unlimited amount of business cards and trade show badges directly to Salesforce as leads or contacts Free Slack integration & scan PDF Documents Strong customer support Summary: Vision-e has provided scanning solutions to Government, Enterprise, and global businesses. Vision-e Price: $4.99/user/month

CRM 62

CRM Sales Software Software 62

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