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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. You have the content you need. Simple Content Organizer.

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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.

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From Process to Playbook Your Small Business Sales System

SalesProInsider

Some people love systems; others don’t. Yet systems drive everything from our bodies to our businesses. Smart business owners set up all kinds of systems to gain efficiencies in core functions such as product/service delivery, accounting, procurement, etc. Simple Small Business Sales System. Receive specific documents?

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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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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! With a follow-up system/campaign! Best Practices for a Successful Prospect Follow-Up Campaign Do not “check in.” And it seemed to go well. They were even smiling at the end of the conversation. Be consistent.

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Send Your Proposals to the DEA, Part 2

Sales 2.0

I highly recommend not spending your time generating beautiful documents for every person that says, “send me a proposal”. It’s a surefire way to eliminate your prospecting time and have a sick pipeline. If security access to the systems needed permit, consider getting a freelancer to do the work—usually offshore.

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