Category: Document Generation
More and more, we see modern day businesses use inside sales strategies and techniques for sales and marketing operations. As stated by Insidesales.com, a company website for an Enterprise Sales Engagement platform, 47% of businesses today engage in inside sales practices. So, if you are interested in joining this revolutionary movement and starting a career in Inside…
These are two important questions for any service delivery business. We cover these vital topics, as well as “What is a master service agreement used for?” in the article below. Although they are used across various industries, if you work in the IT field, it’s even more essential to understand the importance of MSAs. As stated by…
An affidavit is a legally-binding document containing facts from an individual who believes them to be true and accurate. They are so popular, that according to the National Center for State Courts (NCSC), affidavits appear in over 90% of civil cases in the United States as supporting documents. Affidavits are used across many scenarios and situations to…
Is your business making sure that service agents are dispatched to the right jobs? Getting this smart scheduling down is essential to ensuring that the appropriate technician with the correct skill set is sent to the job they can complete. If you get this down, your business can reduce costs and improve the quality of service offered…
“Create Strong Partnerships and Protect your Confidential Business Data with NDA templates“ Imagine your company taking the lead in a specific industry with advanced solutions! It’s not a far stretch if you keep your trade secrets and recently developed products confidential. To keep your market position or gain a competitive advantage, make sure your intellectual property and…
“Turbocharge your Investment Contract Tasks for all Parties with Standard Templates “ Are you spending too many hours creating investment contracts from scratch whenever you need them? We get it! They need to be accurate and double-checked to ensure they contain all your legal requirements and are free from errors. But there is a better way of…
“Increase Profits by Optimizing Sales Processes Using Salesforce Quoting Tools“ Have you reached your peak sales performance? This can’t be true! Maybe it’s time to revisit and optimize your sales process to boost revenue. The best place to start is at the very beginning of the sales cycle. For this reason, we want to talk about quoting…
With the Report Builder tool from Salesforce, you guessed it – you can create business reports. Teams can use the Report Builder to customize reports by extracting the exact information they need from Salesforce. For this reason, it is an important business tool worth discussing. Follow us in the article below to learn how to get meaningful insights from…
RevOps, short for Revenue Operations is a revolutionary business function that aligns sales, marketing, and customer service departments. All these teams share the common goal of revenue generation. So RevOps puts them on the same page and ensures they are not duplicating efforts. When sales, marketing, and customer service collaborate and share resources, revenue can flourish and…
Addendum and amendment are terms often used in contract management circles. When communicating with colleagues and other parties in an agreement, it’s important to be clear and precise with instructions. For this reason, we look at when to use addendum versus amendment in contract workflows. As these two terms mean similar but non-identical things in document management,…
