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How Using a Document Library Can Improve Your Sales Process

Hubspot Sales

Sales reps have a lot on their plate, so having to hunt down information or search through messy tools can be a major barrier to connecting with prospects. In fact, sales reps spend up to 15% of their time on administrative tasks including responding to emails and looking for resources and documents. Uploading a Document to HubSpot.

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Simple Content Organizer for Sending documents, video and links to Prospects

SBI

SalesTech Video Review: Simple Content Organizer for Sending Links, Files and Video to prospects. Flipdeck tackles two hassles salespeople deal with every day, gathering the information to send each prospect and adding attachments and links to an email one-by-one.

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What is a Franchise Disclosure Document (FDD) and Why Do You Need One?

Hubspot Sales

This is where a Franchise Disclosure Document (FDD) comes into play. Here, we'll get a clearer picture of what this document is, review what it's used for, and offer some advice on when it's fit to sign. As a franchisee, make sure you receive this document and familiarize yourself with it. Let's jump in. Item 23: Receipts.

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Send Your Proposals to the DEA

Sales 2.0

If a prospect asks for a proposal I usually say “I might be a little different this way, but I don’t generate formal proposals. The document involved will probably not be more than one page. Send this bulleted list to your prospect and ask them if this is what you discussed. You could be selling during that time instead.

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7 Must-Have Automated Documents for Sales Success

Data accessibility aside, teams continuously struggle with manual processes for document generation. Learn why automating your documents is key to sales success. Companies are increasingly implementing technology to bring efficiency to their workforce.

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4 Design Document Templates for Your Business

Pipeliner

Pre-designed templates provide convenient, time-saving blueprints for company newsletters, brand flyers, activity reports, business logo design , and every other piece of business documentation you can think of. Here are some templates worth considering for giving your documents a neat boost and to better convey your business communications.

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3 Strategies for Follow-Up With Stalled Prospects

SalesProInsider

Ahhh, the excitement of a prospective client sales conversation: Finally, someone is interested in you and your services! Best Practices for a Successful Prospect Follow-Up Campaign Do not “check in.” If you have something to share – a document, link to a resource such as podcast, article, checklist, etc. Be consistent.