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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. If you’re considering implementing a document automation solution for your organization, there are several key capabilities to evaluate during your search. What Is Document Automation?

Tools 48
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What is a Franchise Disclosure Document (FDD) and Why Do You Need One?

Hubspot Sales

You’ll receive business guidance, marketing assets, training, and much more. 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. Let's jump in.

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Virtual Training Can Outperform the Classroom

Sales and Marketing Management

Author: Tim Riesterer When it comes to creating lasting behavior change in salespeople, the assumption is that virtual sales skills training is a pale imitation of in-person classroom training. But what if an online training alternative could be proven as effective?—?or than classroom training? Live classroom training.

Training 214
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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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In the Race to Win More Customers, Sales Needs Digital Transformation

Salesforce users were surveyed about the forces shaping today's workplace. Discover the results and why investments in digital transformation and automation are pushing sales teams ahead.

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Best Sales Training Software for 2025

Allego

In today’s fast-paced and competitive sales environment, the importance of effective sales training cannot be overstated. A strong sales training program combined with modern sales training software directly impacts sales performance, win rates, and overall revenue. Allego/RAIN Group What Is Sales Training Software?

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5 AI-Powered Solutions That Boost Sales Training Efficiency Now

Allego

If you’re involved in sales training , you know creating a training program is a multi-step and multi-person effort. For sales training to be effective, you must: Identify Specific Needs: This involves understanding the unique aspects of your product or service, the target market, and the skills or knowledge gaps within the sales team.

Training 105
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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.