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Creating a winning target account selling (TAS) strategy
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Unlocking pipeline with sales networking
Make your CRM work for you—not the other way around
The sales activities of high-performing sales teams
How improving sales velocity can increase revenue
Campfire 2024: Speakers & agenda announced
How to increase sales productivity and close more deals
Account planning in B2B sales: Everything you need to know
Build relationships and increase sales with an effective account planning strategy
How to use your CRM data to close more deals
Salesforce for Outlook retirement: Everything you need to know
Why customer relationship management should be a B2B priority
7 ways to streamline sales with CRM extensions
Account planning in Salesforce: The power of relationships and data
Step-by-step guide to Salesforce activity tracking
How to establish and maintain Salesforce data hygiene best practices
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AI highlights from TrailblazerDX that Salesforce Admins need to know
A guide to Salesforce data cleansing
The importance of relationship mapping in B2B sales
6 best practices for Salesforce data management
M&A’s bullish comeback
Navigating changes to Salesforce for Outlook
How to boost sales productivity
3 ways investment banks are preparing for a bull market
Sales without gift cards: Relationship selling as a fulfilling tactic that wins
A deep dive into relationship intelligence
Account planning: How to grow key accounts and increase revenue
How to drive pipeline using relationship selling
Five reasons Salesforce for Outlook users are transitioning to Affinity for Salesforce
Deal time, not CRM time
Doubling down on security standards to protect customers with ISO 27001
How relationship insights in Salesforce helps find, manage, and close deals faster
A closer look at how AI can transform Investment Banking
3 ways to increase deal origination in Salesforce
Your Affinity workflow now lives in Outlook
Close more deals with better CRM adoption
How the right CRM makes you a better dealmaker
4 CRM enhancements that drive deals and ROI
Relationship management: Definition, process, and differences from relationship intelligence
Deal sourcing advice from Eden Global Partners and Solganick & Co
How are machine learning and artificial intelligence used in investment banking?
How relationship intelligence is reshaping remote investment banking
What is data exhaust, and why should it matter to your investment team?
How data entry automation empowers investment bankers to focus on deals
Investment Banking Industry Trends
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Where does relationship intelligence come from?
How investment bankers used Affinity to navigate 2021’s M&A market
Looking beyond traditional CRMs to develop your relationship intelligence
Why built-in business intelligence is superior to spreadsheet analysis
How to build a high quality M&A deal team
Ditching the spreadsheet: Tech-savvy investment bankers are switching to CRMs
3 ways intelligent CRMs are building on the spreadsheet model
Moving Beyond the Spreadsheet: A Primer for Investment Bankers
Why intelligent CRMs are replacing spreadsheets for mandate management
Guide to CRM data hygiene best practices
How to improve CRM data quality and integrity
M&A pipeline management: strategies, resources, and tools
How to improve CRM data capture
Tell your business’s story through intelligent CRM data
Five ways to streamline the M&A process
Key early stage M&A deal evaluation metrics you should be tracking
Building an intelligent deal management pipeline for Investment Banking
Relationship-driven technology for the relationship economy
How CAS used technology to shift to a virtual deal environment
The Top 5 Upcoming IPOs and DPOs To Watch
Why SPACs are heating up
How investment banks can better use their networks
Why it's time to automate CRM data entry
Aligning your team for business development success
Why Account-Based Marketing and Relationship Intelligence is a Perfect Union
How I applied machine learning to my real-time network and built $600k of warm pipeline in 5 minutes
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