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Digital Process Automation: The Superpower Modernizing Financial Services

Salesforce Marketing Cloud

Many financial institutions suffer from repetitive-information complex. It’s astounding that the everyday enterprise uses 1,295 cloud services, on average, to break down information silos, according to a 2019 report. Simply put, you need workflow orchestration right in your CRM (customer relationship management platform).

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How To Evaluate an Online Video Platform

Vidyard

How to Write a Requirements Document 3.1 Requirements Document Template 3.2 What to Include in a Requirements Document 4. The best part of using an online video platform for sales is having a direct correlation to revenue by integrating view data with your CRM. Use Cases of an Online Video Platform 1.1 Learn More.

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LiveDocs use cases: Thinking beyond traditional presentations

Seismic

LiveDocs functionality offers the full range of customization: Sales reps can perform simple tasks such as selecting slides, as well as more complex tasks like automated decks that dynamically update based on data from an external source (like a CRM). Does the document customize specific sales or customer information?

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The Straightforward Guide to RFIs

Hubspot

For example, if a business needed a new server solution, they'd send out an RFI, and companies that offered servers would respond to share more information about their products and services to educate the procurement team. Both RFIs and RFPs are tools used when procuring new tools, services or vendors. Not sure what an RFI is?

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7 Kinds of Software Every Small Business Needs

BenchmarkONE

Being the head of sales, customer service, accounting, marketing, etc., Not keeping accurate financial records could not only affect your business spending, but it could run your small business into the ground. . Customer Relationship Management (CRM) Software. As a small business owner, you have your hand in every department.

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What Is Sales Commission? Formulas, Examples, and Best Practices

Salesforce Marketing Cloud

Even though it’s harder to sell, reps still need to hit their numbers. And in this ultra-competitive environment, morale can quickly take a dive. To keep your sales team motivated when things are tough, you need to reward them for their victories. That’s where sales commission comes into play. Learn more What is sales commission?

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Everything You Need to Know About Sales Commission in 2019 (For Reps & Leaders)

Hubspot

Did you know 43% of workers would be willing to leave their companies for a 10% salary increase ? Compensation is an important factor in attracting and retaining employees, especially in sales. Imagine if almost half of your sales team left the company because of a poorly designed compensation plan. The results wouldn't be pretty.