client relations

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Published By: Intapp     Published Date: Nov 01, 2019
Pricing matters and engagements accurately and profitably poses a challenge to many firms. However, developing effective pricing strategies has become more important than ever, as clients demand more transparency and alternative fee arrangements become more popular. Technology can help law firms develop both tactical and strategic approaches to pricing. Download this ebook to learn how an AI-enabled approach to pricing can help your firm: Price matters more accurately and profitably Scope and resource matters to ensure better margins Monitor engagements as they proceed and track budget to actuals Improve client relationships with more transparency, accountability, and success
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Intapp
Published By: ConnectWise     Published Date: Aug 22, 2019
Start new client relationships off right with professional looking, timely, and accurate sales proposals that demonstrate the excellent customer service clients should expect from your organization. Quote and proposal automation speeds up the sales closing process. It allows sales professionals to spend less time on administration and more time doing what they do best—selling. Automate the quote and proposal process so your organization can quote and close more deals, leading to stronger sales revenue.
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ConnectWise
Published By: Spectrum Enterprise     Published Date: Jun 05, 2019
The success of every business is driven by the quality of its connections, whether with clients, employees, investors, suppliers, manufacturers or other key stakeholders. Increasingly, these relationships are measured through data-driven analytics, enhanced through video communication, and empowered through cloud computing and collaboration. As the volume of data grows, so do bandwidth requirements.
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Spectrum Enterprise
Published By: Salesforce     Published Date: Jan 08, 2016
In the next five years, more than $2 trillion is expected to transfer between generations. To capitalize on this massive redistribution of wealth, financial advisors need to meet the demands of today’s clients who are social, mobile, more connected, better informed and looking to collaborate with their advisors when they want, where they want. In fact, according to the Salesforce Connected Investor report, 55% of investors want to work more closely with their advisors. To succeed, advisors must have relationships with their clients that are deeper than just the numbers, and focus on individuals and their unique needs.
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cloud, financial, salesforce, investors
    
Salesforce
Published By: Socialbakers     Published Date: Jan 26, 2015
In this exclusive report, you’ll find out how to use deep social media data to pursue new clients, perfect your data-driven pitches, and master the results with custom, easy-to-read reporting. It’s a data world, and agencies need to bring the best insights on the market to win new clients and keep existing business. This guide will get you started.
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benefits of using social media data
    
Socialbakers
Published By: Intapp     Published Date: May 20, 2019
Pricing matters and engagements accurately and profitably poses a challenge to many firms. However, developing effective pricing strategies has become more important than ever, as clients demand more transparency and alternative fee arrangements become more popular. Technology can help law firms develop both tactical and strategic approaches to pricing. Download this ebook from Intapp, a leading provider of business applications for professional services firms, to learn how an AI-enabled approach to pricing can help your firm: • Price matters more accurately and profitably • Scope and resource matters to ensure better margins • Monitor engagements as they proceed and track budget to actuals • Improve client relationships with more transparency, accountability, and success
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pricing, profitability, alternative fees, artificial intelligence, engagement monitoring, professional services, legal
    
Intapp
Published By: Citrix ShareFile     Published Date: Feb 01, 2017
Learn how far modern tech can take you. Read the e-book to learn how you can: - Integrate new work routines - Improve client relationships - Eliminate barriers to collaboration
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small business
    
Citrix ShareFile
Published By: Socialbakers     Published Date: Jan 20, 2015
In this exclusive report, you’ll find out how to use deep social media data to pursue new clients, perfect your data-driven pitches, and master the results with custom, easy-to-read reporting. It’s a data world, and agencies need to bring the best insights on the market to win new clients and keep existing business. This guide will get you started.
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benefits of using social media data
    
Socialbakers
Published By: Citrix ShareFile     Published Date: Mar 31, 2017
The workplace is changing. Are you taking advantage of new technology to improve your productivity? Learn how far modern tech can take you. Read the e-book to learn how you can: • Integrate new work routines • Improve client relationships • Eliminate barriers to collaboration
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technology efficiency, cloud storage services, mobile devices, applications, online collaboration tools, client services, data encryption, remote access, workflow integration
    
Citrix ShareFile
Published By: Citrix ShareFile     Published Date: Apr 12, 2017
The workplace is changing. Are you taking advantage of new technology to improve your productivity? Learn how far modern tech can take you. Read the e-book to learn how you can: • Integrate new work routines • Improve client relationships • Eliminate barriers to collaboration
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productivity, evolving workplace, client relationships, collaboration, employee efficiency
    
Citrix ShareFile
Published By: Oracle Marketing Cloud     Published Date: Oct 06, 2017
Account-Based Marketing (ABM) is one of the truest ways to align your sales and marketing operations to drive holistic account interactions that yield higher returns. According to the Alterra Group, “84% of marketers find that ABM provides significant benefits for retaining and expanding existing client relationships, while 97% say that it delivers a higher ROI than other marketing methods.”able revenue.” Download this brief to discover how ABM can help guide sales strategies, improve prospecting, and increase conversions.
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Oracle Marketing Cloud
Published By: Citrix ShareFile     Published Date: Jul 11, 2017
Architects and engineers focus on functionality, cost effectiveness and efficiency. Yet many firms fail to apply those same standards to sharing large files with their clients. Read this E-Book to learn how your firm can beat your competitors who use traditional file sharing solutions: Avoid the unreliability and time-consuming limitations of FTP and email. Send files of any size with ease, then track their delivery online.Create a personalised, secure online portal your clients can access for all their files.
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client relations, efficiency, file sharing, data tracking
    
Citrix ShareFile
Published By: Diligent     Published Date: Jul 10, 2017
The Corporate Secretaries International Association (CSIA) is a Geneva-registered global organisation whose mission is ‘‘to develop and grow the study and practice of Secretaryship, to improve professional standards, the quality of governance practice and organisational performance.’’ CSIA was established in 2010 as a not-for-profit organisation committed to improving the recognition and understanding of the practice of corporate secretaryship and the role of the corporate secretary. Its structure as an international federation of professional bodies enables it to effectively represent those practitioners who work at the frontline of governance.
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communication, client-agency relationships, budgeting, digital marketing, personal relation improvement, resource management
    
Diligent
Published By: ForgeRock     Published Date: Mar 10, 2015
L'identité est une composante essentielle de la croissance numérique. Les entreprises et les organisations ne peuvent tirer pleinement parti des technologies mobiles, du cloud ou de l'Internet des objets (IdO, ou IoT en anglais) sans une stratégie d'identités évolutive et reproductible. Sans une telle stratégie, elles ne disposent d'aucun moyen d'identifier leurs clients et d'interagir avec eux de quelque manière que ce soit, par le biais d'un ordinateur portable, d'un mobile, d'une tablette, d'une voiture connectée, d'un objet connecté à porter (« wearable »), d'un appareil domotique ou de la toute dernière innovation en termes de connectivité. Ce guide a été conçu pour vous aider à comprendre les éléments fondamentaux de l'identité client et la manière dont elle peut vous aider à communiquer avec vos clients.
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ForgeRock
Published By: Genesys     Published Date: Feb 12, 2019
Vos clients sont passés à l’heure du tout connecté. Ne manquez pas le coche. Conquérir de nouveaux clients tout en préservant la qualité de vos relations existantes demande un temps et une énergie considérables. Quand un client souhaite vous contacter, êtes-vous capable daller à sa rencontre sur le canal de son choix ? Dans un monde qui se digitalise, les entreprises doivent pouvoir communiquer avec le client où et quand bon lui semble : du téléphone aux réseaux sociaux, en passant par les SMS et le chat en ligne. Dans cet eBook, vous découvrirez : Comment aller à la rencontre du client dans un monde ultra-connecté Comment faciliter et augmenter lefficacité de vos opérations dengagement client Pourquoi migrer vers une solution de centre de contacts tout-en-un dans le cloud
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Genesys
Published By: IBM     Published Date: Apr 20, 2016
Cloudy with a chance of mishap: How weather insights can help insurers manage risk and drive client value This executive report identifies opportunities for insurance companies to use weather data as an important asset in both managing operational and financial risks, as well as improving customer relationships. It also explores how companies can start using weather data in their day-to-day operations and considers future directions in the use of weather-related information for insurers.
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ibm, insurance, the weather company, ibm institute for business value
    
IBM
Published By: IBM     Published Date: Oct 10, 2013
Increasingly demanding IT requirements are necessitating change to the data center network (DCN). Like servers and storage, the network needs to evolve to deliver the flexibility and scalability required by a more virtualized IT environment. In this interview, Michele Girola, IBM network integration services product manager, explains how to enhance your DCN to support evolving technologies today and in the future. Listen to the full 12-minute interview or read the two-page abbreviated version to learn how IBM is working with clients to build a better data center network.
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data center network, new technologies, data center, supporting technology, dcn, flexibility and scalability, product manager, network integration, enhance technologies, client relationships, better data
    
IBM
Published By: IBM     Published Date: Feb 14, 2014
Transforming the way enterprises work to better capitalize on our most valuable resource: people. As one of the world’s leading social businesses, IBM empowers more than 430,000 employees around the globe to know more, do more and deliver more value where and when it matters most. And by extending social capabilities outside the organization, IBM has been able to empower and strengthen connections with clients, IBM Business Partners, suppliers and other stakeholders to tap new opportunities for growth while building brand value.
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ibm, social business, marketing social media, innovation, collaboration, social workforce, client relations, analytics
    
IBM
Published By: Xero     Published Date: Feb 18, 2014
Find out how successful accountants are using Xero to grow their firm and form better client relationships. Sabrina Covington, CPA, CFE, of Covington+ Associates CPAs and Nick Pasquarosa of Bookkeeper360, lead this highly interactive session and answer questions.
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xero, accounting, business, smb, small business, investing, investment
    
Xero
Published By: IBM     Published Date: Aug 05, 2015
As the world becomes even more digital, capitalizing on the omnichannel opportunity could be the difference between those banks that flourish in the coming years and those that can no longer compete.
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omnichannel banking, ibm, retailers, product recommendations, shopping habits, client relationships, small business, finance
    
IBM
Published By: StepByStepMarketing.com     Published Date: Jun 06, 2011
In 10 Secrets for Successful Customer Relationship Marketing you'll discover how can you build an emotional bond with your customers in a real, personal, and meaningful way.
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client relationship management, customer relationship building, customer relationship management, relationship marketing
    
StepByStepMarketing.com
Published By: Intapp     Published Date: May 10, 2019
How many hours did your professionals spend on this client, on that project, on those tasks? Those are the cornerstone metrics of Old Time. They answered the question, “how much should we bill?” This is still a valuable query, but in this new world in which data is pored over and mined for every bit of its value, it is only one of many questions that firms must ask of its time data. Are our professionals working efficiently? Are we pricing future contracts competitively? Are our projects on budget? Did we miss billable hours? Are our professionals spending too many hours tracking their time? Intapp Time provides the superior business intelligence with which to answer these questions and change your firm’s fundamental relationship with Time.
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Intapp
Published By: Darktrace     Published Date: Jun 21, 2019
Cyber security is today an unavoidable concern for law firms and the legal sector at large, which oversees disproportionately large volumes of sensitive data and which is therefore an attractive target for sophisticated threat actors. From confidential information about mergers and acquisitions to disclosures made under attorney-client privilege, today’s law firms are inundated with data that would be disastrous if leaked, both for the results of individual cases and for these firm’s long-term reputations. Indeed, this reputational damage diminishes the very trust upon which the legal profession is predicated, jeopardizing client relationships and hindering customer acquisition. Legal organizations lose 5% of their clients following a data breach, while significant or high-profile breaches can even prompt a firm’s eventual collapse, as was the case for Mossack Fonseca in the infamous Panama Papers breach. In today’s increasingly digital business world, even the most private legal docum
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Darktrace
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