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The benefits of CRM for customer retention: Why it matters for your business

PandaDoc

For example, PandaDoc CPQ for Pipedrive accelerates deal cycles by empowering your reps to quickly generate quotes and execute contracts without ever leaving Pipedrive. With PandaDoc, for example, you can create, send, and track any document without leaving your CRM, including contracts and proposals. Request a free demo today.

CRM 52
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A CX reality check: When good intentions meet clunky execution

Martech

My contract is ending soon, and the flier invited me to set up an appointment to speak with a sales representative over the phone to find a new package to switch to before my promotional pricing ends. Recently, I had a personal martech experience that prompted me to think about what might be occurring behind the scenes.

Meeting 117
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Cleaning up the confusion in marketing ops job postings

Martech

In some cases, a posting for a marketing operations position had the typical marketing automation callouts but also covered a whole host of other disciplines ranging from analytics to UI/UX design to technical strategy. There were also marketing technology positions that were almost exclusively marketing automation and CRM administration.

UX 93
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Self-Employed: What You Need to Know to Be Your Own Boss

Hubspot

Establish your business’ legal structure. Next, you’ll need to legally establish your business. Under a sole proprietorship , an individual owns the business and legally there is no separation between the business and the person who owns it. For help writing your business plan, download this template. Contractor.

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The Ultimate Guide to Marketing Trends in 2018

Hubspot

Once they became a paying customer, businesses considered them obsolete — until, of course, it was time re-sign that contract. Stories are soaring in popularity, and the user behavior on Stories leans toward playful, low-fi, quick content with heavy use of features within the UX (gifs, boomerangs, polls, etc).

Follow-up 101
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GTM 139: AI Agents Are Changing Everything — Microsoft’s VP of AI Agents on the New Era of Work and Software | Ray Smith

Sales Hacker

And as a result, you start to ask the question is like, why would I log into that SaaS app now to move around a forms over data experience when my agent could do 90 percent of it, and maybe the 10 percent that pops out into some dynamic UX or UI experience that’s on my workflow and convenient. We see that in legal terms already.

GTM 67
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The best alternatives to HelloWorks that will double your completion rates

PandaDoc

While the software does offer signature capture capability, it is not entirely clear whether it uses public-key cryptography to make it legally-binding and secure. It works alongside proposal, contract, and quotes creation, and no coding ability is required to embed or share your forms. It’s more than just a data capture tool.

Legal 52