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What to Look for in a Document Automation Tool

Cincom Smart Selling

Manually creating customized communication documents like quotes, invoices, contracts, and reports is an inefficient process prone to human error. Related: What Is Customer Communication Management Software? The automation tool handles rendering the completed document into any desired format like PDF, Word, text, email, and print.

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Automated Customer Correspondence

Cincom Smart Selling

The solution lies in customer communication management (CCM) software that automates and streamlines correspondence at an enterprise scale. Related: What Is Customer Communication Management Software? What Are Automated Correspondence Tools? Manual document creation simply cannot keep pace.

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Top 6 mortgage CRM software preferred by mortgage professionals

Apptivo

What is mortgage CRM software? Loan officers and mortgage professionals use mortgage CRM software to track clients, capture loan prospects, solve issues, and analyze sales. A mortgage CRM software should have all the features that mortgage lenders need. Loan Origination Software (LOS) integration. Drip campaigns.

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The Best Small Business Accounting Software of 2018

Hubspot Sales

You find the best small business accounting software to meet your budget and needs. If you’re just starting this search, it won’t take long for you to discover the accounting software landscape is a packed one. So, I’ve put together a list of the best accounting software just for small businesses. Intuit QuickBooks Online.

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Channel Partner Training Software: 5 Features to Consider

BrainShark

The right channel partner training software can help with this. Reporting and analytics to make informed decisions about improving training engagement and results. These two functionalities ensure that your channel partners’ employees don’t have to jump between different tools.

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29 Tools & Resources for Today's Entrepreneur

Hubspot Sales

That's why the entrepreneur resources and tools below are essential to running a company and keeping your sanity. 29 Resources and Tools for Entrepreneurs. Pricing: Free Tools ($0/month), Growth Suite (starting at $1,343/month). HubSpot Growth Platform is a full stack of marketing, sales, and customer service software.

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Data Loss Stories: How to Backup & Recover Saved Databases

Zoominfo

Access to the data, types of tools used, and the decision to use recovery consultants vary by company. Invest in insurance plans that cover common IT and natural disasters — especially ones that are region-specific. Tips and Tools for Servers and Hard Drive Recovery. Gather a solid backup team with the right technical knowledge.

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