Automate
Cleanse
Reveal
Guide
This Playbook will demonstrate how to use AI to guide your staffing & recruiting firm to:
– Improve CRM adoption across firm, boosting data integrity
– Discover new revenue opportunities across relationships with a map of who-knows-who and how well
– Accelerate BD Manager and recruiter productivity with real-time client insight reports
– Activity tracking for managers to measure agent productivity and performance
Download the playbook to learn how you can use AI to improve your workforce effectiveness, and:
– Boost CRM adoption through AI-Powered Enrichment
– Increase sales productivity with CRM Automation
– Improve team management and accelerate revenue using AI-Powered Analytics
Download this playbook to discover how AI can guide your insurance agency to:
– Improve CRM adoption across agents
– Discover new revenue opportunities
– Accelerate agent productivity
– Measure agent productivity and performance
Download the guide to discover how Relationship Intelligence Automation can drive new revenue from existing relationships.
– Surface actionable relationship insights to map growth opportunities
– Increase employee productivity & efficiency with CRM data automation
– Increase CRM data quality with AI-powered enrichment
Download the playbook to guide your organization through its digital transformation journey, including:
– Discover what stage of digital transformation your organization currently resides
– Learn how to progress to the next stage of digital transformation
– Understand how to navigate cultural change and read tips to speed up your transformation
Learn from legal industry experts on how to accelerate business development and sharpen your competitive edge to finish first in today’s legal marketplace.
– Avoid commoditization
– Win & retain key clients
– Cross-sell more effectively
– Strengthen client relationships
Download the business developers playbook to learn from industry experts:
– How to win more new business faster
– How to grow existing revenue through smarter cross-selling & upselling
– How to maintain and strengthen client relationships to increase retention
Learn from 10 CRM experts how to help your sales, business development and marketing professionals fall in love with your CRM and drive the highest return on investment.
– How to make CRM easier to use for professionals
– Eliminate manual data entry with automation
– Increase visibility into new business development and customer intelligence
Download this e-guide to solve one of the most common business challenges: CRM adoption. Learn:
– How to eliminate over $13,000 of overhead per CRM user per year
– Why switching CRM software will prolong your poor adoption
– How to leverage AI to solve adoption
Download this e-guide if you are a B2B professional and discover:
– Best practices from 11 Business Development experts
– What is relationship mapping and how to create one at your organization
– The impact of relationship intelligence on sales and revenue