Salesforce

MARCH 3, 2025

The Deal Desk would coordinate with finance to model the long-term revenue impact and verify the different discount thresholds. Then, they’ll prepare a proposal with updated terms and pricing and have it reviewed by legal and finance to finalize the details.

Legal 59

Legal Contract Finance Non-Profits 59

The 5% Institute

JUNE 9, 2023

A successful sales strategy focuses on addressing customer needs, differentiating from competitors, and maximizing revenue generation. Customer Relationship Management Building and maintaining strong relationships with customers is crucial for sales success.

Objectives and Key Results 52

Objectives and Key Results Finance Drivers/motivators Sales 52

Salesforce

JUNE 2, 2025

As your customer list grows, so will your need for better tools. And that starts with a customer relationship management (CRM) tool. A CRM helps you keep track of leads and manage customer relationships. Set up a business bank account to keep your finances separate.

Minimum Viable Product 52

Minimum Viable Product Legal CRM Launch 52

Hubspot

NOVEMBER 7, 2023

CRM, or customer relationship management, is a strategy companies use to track customer relationships from pre- to post-sale. By leveraging segmentation in your CRM, you're not only managing customer relationships but also optimizing them for better business outcomes. Set up lead scoring.

CRM 78

CRM Contact Contract Objectives and Key Results 78