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CRM July 5, 2013 Jon Perera |
What Small Businesses Need to Know About E-signing If you're a small business in particular, you need to look into adding e-signing to your company's tool set. Ten frequently asked questions are answered. |
CRM December 23, 2011 Peter Mollins |
Staying in Control: Managing Sales and Marketing Documents Document management tools allow teams to access, store, and collaborate content from the public or private cloud. |
CIO December 19, 2013 Stephanie Overby |
How to Get Your Documents Under Control An events-planning business moves from a time-consuming, manual process for creating documents to one that uses HP Relate templates. |
Bank Technology News May 2011 Shane Kite |
Union Centralizes Vetting The decision to replace Union Bank's old homegrown vendor contract management system to better administer some 10,000 separate vendor contracts was "easy," says Cath Whistler, Vice President and manager of contracts management at the San Francisco-based bank. |
Bank Technology News February 2001 Debra Haverson |
Document Imaging After E-Sign New imaging technologies are more likely to be adopted now that electronic signatures are legally binding and paper contracts largely unnecessary... |
CRM August 7, 2015 Mikita Mikado |
Closing Sales in the Age of the Customer Integrity, empathy, personalization, and convenience are key values on the path from prospect to paying customer. |
CRM February 2014 Sarah Sluis |
Sales Management Tools and Trends to Watch How to transform selling through coaching, collaboration technology, and sales analytics. |
CRM May 2006 Marshall Lager |
Pointing to Profits As software products and services become more complex, salespeople need to think faster than ever, respond more quickly, remember more details, and comply with more guidelines than ever before. |
Insurance & Technology May 3, 2006 Maria Woehr |
A Winding Road to Success To manage an influx of claims processing documents for its TRICARE division, Wisconsin Physicians Service Insurance selected Cincom Intelligent Document Solutions. |
Commercial Investment Real Estate Jan/Feb 2004 David C. Mayo |
PDF Power Adobe Acrobat helps brokers send and manage transaction documents. |
Investment Advisor February 1, 2011 Dan Skiles |
Building an Efficient Document Imaging Strategy The good news regarding document imaging and management is that most advisors are already storing some of their documents electronically. The challenge for advisors is making sure that they have the right system in place for their firm. |
Information Today April 15, 2013 |
ProQuest Launches RefWorks Flow Flow was created to provide a better solution for the changing workflow of researchers, who are increasingly working in team environments and want seamless access to full-text documents, rather than citations alone. |
Entrepreneur December 2004 Marc Diener |
Say What? Formal legal contracts are often filled with endless paragraphs with indecipherable legalese that protects one side or the other against different risks. Here are common clauses to look out for. |
Bio-IT World April 16, 2004 Salvatore Salamone |
Documents Under New Management Life science companies are turning to document or content management systems with workflow features to run more efficient organizations. |
CRM December 2014 Jim Dickie |
Coaching Solutions Guide Reps to Sales Success Innovation steps in where sales training leaves off. |
CRM July 2014 Sarah Sluis |
4 Ways to Master Omnichannel Selling Salespeople must track the customer journey across multiple channels and be more collaborative than ever. |
Bank Technology News March 2001 Debra Haverson |
E-Sign Implementation at Hand Even legislation designed to smooth the transition to electronic signatures, or e-sign, can't erase all the legal concerns surrounding it... |
T.H.E. Journal February 2005 |
Calif. Community College Districts Launch Online C.B. Database The Online Collective Bargaining Database system aims to help administrators better manage collective bargaining negotiations and contracts. |
CRM July 1, 2007 David Myron |
Eat Your Vegetables Trying to convince a salesperson to use a CRM system is not unlike trying to convince a child to eat vegetables. Focus on providing value to salespeople and to the company. |
Bank Technology News January 2010 John Adams |
Stay at Home, Bank Auditor Reliance Bank uses document management software to allow three of its four yearly "hired" audits to be done remotely via a mailed disk containing images of thousands of internal loan documents, saving time and money. |
Wall Street & Technology February 27, 2005 Mark M. Davydov |
Beyond EAI During the past few years, the financial-services industry invested significant resources in implementing enterprise application integration (EAI) technology solutions. |
CRM August 2012 Van der Linden & Jain |
Bringing Science to the Art of Sales Seven principles for boosting business through analytics. |
PC Magazine May 4, 2004 Carol Ellison |
Legal Aid CD-based advice can cut your legal costs to a fraction of what you would pay if you walked into a law office cold. |
Bank Systems & Technology March 10, 2004 Cynthia Ramsaran |
What's Up, Docs? Banks move towards electronic systems to manage documents. |
CRM December 2006 Colin Beasty |
Analytics Brought to Bear How strength in numbers -- in this case, the analytics of customer data -- transforms sales teams into sales forces. |
CRM September 2014 Sarah Sluis |
Could Mobile CRM Solve Field Sales' Biggest Problems? Understanding the options could help your organization determine which solution is best. |
Financial Advisor February 2010 Joel P. Bruckenstein |
One For The Short List Document management system Image Executive allows advisors to operate more productively, efficiently and securely. |
CRM May 25, 2012 Joyce Ouellette |
Deliver the Information Customers Crave Organizations that can't retrieve data when they need it risk everything. |
CRM November 15, 2004 Laura Preslan |
Take the Chaos Out of Pricing It is possible to take price management from disparate to optimized. Once the price strategy is documented the remaining decisions become much easier to make, because they are tied to the strategy. |
CIO January 15, 2002 Simone Kaplan |
Management by Any Other Name? The line between the document management and content management markets is growing fuzzier by the day... |
Entrepreneur February 2007 Kim T. Gordon |
Power Tools What do your salespeople need to succeed? Give them a toolkit that helps them out during every step of the sale. |
Bank Systems & Technology May 10, 2010 Penny Crosman |
First iPad App for Loan Documents Launches Borrowers can review the documents on the tablet, sign directly on the iPad and electronically complete the process. |
Information Today November 6, 2008 |
Automatic Categorization Added in Hot Neuron's Clustify 2.0 Hot Neuron, LLC announced the release of version 2.0 of its Clustify document clustering software, which features automatic document categorization and other tools to help corporations and law firms explore and organize large document sets. |
CIO June 15, 2001 Eric Berkman |
Self-Serve Law Websites that help people draft simple legal documents when they don't want to pay an attorney. |
Insurance & Technology May 13, 2005 Phil Britt |
Reproduction Health Health Net sought a solution that would allow it to electronically archive fully composed documents that then could be retrieved and sent to customers via fax and e-mail directly from desktops. |
CIO December 23, 2008 Mark Grossman |
Vendor Management: How to Negotiate Contracts Don't accept "standard" vendor contracts until you weigh the risk and potential costs. These tips will help you negotiate contracts that offer protection to you - the purchaser - as well as the vendor. |
Technology Research News May 21, 2003 |
Software maps group work Researchers from the Fraunhofer Institute for Applied Information Technology have designed software, dubbed AwarenessMaps, that provides dynamic pictorial information about a cooperative environment, including overviews of co-workers and shared documents. |
CIO September 15, 2001 Ian Springsteel |
Are You Sure You Want to Save That? At most companies, managing electronic records means backing up everything in case disaster strikes. But that can get you in trouble, too, if you don't know what you're saving and why... |
The Motley Fool April 27, 2004 Mark Mahorney |
EDS Earnings an Epitaph? Every report out on Electronic Data Systems' first-quarter earnings talked about its troubles with several of its largest contracts. Its financial difficulties are making it hard for the second-largest information technology (IT) outsourcing firm to sign large contracts. |
ONLINE Jul/Aug 2004 Lam & Friesen |
A Web-Based Database of CIA Declassified Documents on the Vietnam War During the Vietnam War years, the U.S. government generated a large volume of classified documents. The Declassified CIA Documents on the Vietnam War database is the result of a sabbatical leave research project approved and supported by the University of Saskatchewan, Canada. |
Inc. August 2005 Darren Dahl |
Federal Contracts Draw New Scrutiny New questions about federal contracts for small businesses that aren't small. |
Entrepreneur March 2007 David Worrell |
Paper Trail Proper fundraising requires carefully prepared documentation at every step. here's what investors expect - and what the law requires. |
Technology Research News January 12, 2005 Kimberly Patch |
Video Organizes Paper Given that most offices are likely to generate plenty of paper documents for the foreseeable future, researchers are devising ways to use computers to track and organize printed materials. |
Job Journal September 5, 2010 Clive Miller |
How to Succeed in Sales on Commission Only Commissioned sales can be quite lucrative if you have the skills and a good product. |
IndustryWeek October 21, 2009 |
Dealing With Contract Risks Negotiating a good deal is an essential aspect of procurement, but it's easy to oversimplify negotiations as only a matter of getting the best price from a supplier. |
PC World October 31, 2001 Jim Welp |
Ins and Outs of Word Templates A custom template can override those pesky defaults... |
CFO July 15, 2011 David Rosenbaum |
Now You See (Some of) It Sales-force automation tools can illuminate what's in the sales pipeline, but smart CFOs know that success also requires the ability to see what's not there. |
CRM May 1, 2015 Yusuf Tayob |
4 Truths About Corporate Sales Processes Talent turnover and inefficient lead generation are holding businesses back. |
D-Lib September 2004 Karen Coyle |
The "Rights" in Digital Rights Management Obtaining clarity on what we mean by rights and the various approaches to those rights will help us in the process of finding solutions that are appropriate to the library context. |
CRM February 2006 Colin Beasty |
How Sales Teams Should Use CRM Different positions within a sales force require different functions from an SFA system, and tailoring to fit those functions is a big part of successful SFA strategies. |