by Erika | Nov 18, 2024 | CPQ Implementation
Getting quotes and proposals out the door quickly and, more importantly, accurately is no easy feat. Between all the moving parts, tricksy compliance requirements, and constantly changing product details, the quoting process can quickly become a real headache. Even...
by Erika | Nov 14, 2024 | Ecommerce, Sales Strategy
In the fast-paced world of business, sales, and marketing, understanding the language is critical for success. This glossary, covering over 100 essential sales terms, serves as a comprehensive resource to help professionals at all levels sift through all the jargon....
by Erika | Nov 13, 2024 | Document Automation Tips
Artificial intelligence is reshaping the way businesses handle documents. Traditional document management processes are often plagued by human errors, inefficiencies, and high operational costs—all of which frustrate teams and drain resources. Enter AI document...
by Erika | Nov 11, 2024 | Document Automation Tips
We’ve all spent far longer than we should scouring dusty filing cabinets for that one document we need. But, no more. AI has fundamentally changed how we handle, store, and extract value from documents. It can categorize thousands of files in seconds and, more...
by Erika | Nov 7, 2024 | Document Automation Tips
As someone who works with multiple clients on multiple projects all at the same time, I can safely say that having a way to manage documents is a complete game-changer. When I first started out, I’d create documents from scratch, rework version after version, and...