Marketing Efficiency

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Are You Empowering Your Relationship Managers With the Right Technology?

Are You Empowering Your Relationship Managers With the Right Technology?

Alyssa Drury
Written by Alyssa Drury February 20, 2019

In the hyper-competitive world of banking, clients are always demanding greater levels of personalized service. In fact, it’s practically a prerequisite for entrusting institutions to manage their financial affairs and elevate the customer experience. This reality puts intense pressure on your relationship managers, who are not only responsible for helping to deliver that personalization, but…

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Banking, Content Strategy, Marketing Efficiency
who owns sales enablement

Who Owns Sales Enablement?

Matt Ellis
Written by Matt Ellis November 20, 2018

Sales enablement has now reached a point in its development that some organizations are starting to build departments strictly geared towards sales enablement, as well as hire people with titles related to sales enablement.  However, many organizations are still in the beginning phases of sales enablement, and there’s one question that is hugely influential on…

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Technology, Marketing Efficiency, Sales Effectiveness, Sales Enablement
automate proposals, RFP automation

Top 13 Tools to Automate Proposals

Matt Ellis
Written by Matt Ellis November 2, 2018

Tools that automate proposals save organizations countless hours and dollars. Without a tool to automate proposals your organization can miss out on deals. The platforms available today reduce the friction of fulfilling an RFP by providing users with the ability to automate the process, track results, reuse templates, quickly customize a proposal, and collaborate within…

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Technology, Marketing Efficiency, Sales Effectiveness