Reinventing sales

The upheavals of 2020 created an opportunity for sales teams to rethink how they operate in a work-from-anywhere world. The synchronous, in-person sales floor is a thing of the past. Today’s reps need a Digital HQ for Sales—a place where work flows between teams, customers and partners, regardless of where...

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5 Ways to Better Organize Your Company Documentation

71% of employees want one destination to understand and manage work. 69% don’t have it. Here’s how to organize knowledge in order to save time, create transparency, and foster innovation.   Learn how to: Put everything in one centralized knowledge base, so no one has to ask where to...

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Reinventing customer service

The upheavals of 2020 will have a long-term impact on the way we work. They’ve created an opportunity for every organisation to embrace better ways of working—approaches that combine the best of what we had before with the new, more efficient processes discovered during lockdown.

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Vetting Digital Communication Channels

The digital communication conundrum Clients and prospects demand agents and advisors communicate via preferred digital channels (e.g., text, Facebook, WhatsApp, LinkedIn). To facilitate this, agents and advisors expect firms to provide effective engagement tools that support meeting clients where they are. Providing...

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4 Ways HR Leaders Can Better Meet Employee and Business Needs

In the last few years, workforce dynamics have shifted perceptibly as employees assessed what they really needed from their employers – more flexibility, balance, opportunity, equity, and satisfaction. This assessment coincided with another significant transformation: swift technological advancement that automates...

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The SOC 2 Compliance Checklist

Most businesses look at security compliance as a mountain that is impossible to conquer without an equally mountainous budget and ample time with endless frustrations. The truth is that every organization’s experience will vary, but in most cases, you can achieve compliance and certification easier than you think...

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