As many of you already know, GDPR – or the General Data Protection Regulation – was proposed by the European Union in 2016, and was officially put into law as of May...
Today, the connected, educated customer expects sales people to be available at any time to provide an immediate, direct, and tailored response. Spending valuable hours on...
Many management teams see Salesforce as a complete solution right out of the box, but complex configurations, user training, and manual processes, such as document generation,...
Despite heavy investments in technologies designed to simplify business operations, many organizations still feel stuck in the slow lane because of time-consuming manual...
A CRM solution holds a wealth of information and document generation tools allow users to take that information and create documents with both visual appeal and function....
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