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Category: Proposal Management


Management, Proposal Management

5 Ways to Automate Your Client Onboarding Process

July 5, 2023

Via: Entrepreneur

Whether you’re a digital agency or a professional services business, client onboarding is a critical process to get right. Nail it, and you set the tone for successful, long-lasting client relationships. But nailing it isn’t always easy. With more than […]


Management, Proposal Management

How to Score Your Business Reputation Online

June 28, 2023

Via: Entrepreneur

These days, it’s crucial for every business owner to monitor their company’s online presence and know how their brand resonates with existing and potential customers. The metric used to measure this component of marketing (and brand) is often known as […]


Management, Proposal Management

40 Essential Restaurant Survey Questions

June 15, 2023

Via: Small Business Trends

In the ultra-competitive restaurant industry, staying attuned to customer preferences and expectations is crucial for business success. Restaurant surveys serve as powerful tools to gather valuable feedback directly from patrons, helping owners and managers gain customer insights that can enhance […]


Management, Proposal Management

12 Common CRM Questions Answered

May 24, 2023

Via: CO

A customer relationship management (CRM) platform tracks customer data for marketing, customer service, and sales teams. But pricing and functionality differ among solutions. Asking the right questions before purchasing CRM software helps you get the best tools for your budget. […]


Management, Proposal Management

4 Easy Ways to Improve Your Customers’ Online Shopping Experience

May 18, 2023

Via: Entrepreneur

With the advent and popularity of online shopping, the retail industry has continued to show exceptional growth in the coming years. In fact, total retail sales are projected to amount to $7.9 trillion in 2026. Stepping into a retail store, […]


Management, Proposal Management

Why Staying Human in the Age of AI is Crucial to Business Survival

May 15, 2023

Via: Entrepreneur

With everyone talking about transformation in the digital age, it’s easy to forget that the biggest threat to business isn’t machines — it’s “old-school” companies acting mechanically. So, how do you successfully future-proof a business for the fourth industrial revolution? […]


Management, Proposal Management

12 Ways Small Businesses Can Demonstrate Their Commitment to Data Privacy

April 21, 2023

Via: Small Business Trends

In today’s digital age, data privacy has become a top priority for individuals and businesses alike. Small businesses in particular need to ensure that they are taking the necessary steps to protect their customers’ personal information. By doing so, they […]


Management, Proposal Management

5 Ways Marketers Can Design a Frictionless Customer Experience

April 20, 2023

Via: Entrepreneur

Customers demand direct interactions with brands. They increasingly want to buy from businesses directly, not go through a third-party wholesaler or distributor whose customer experience is totally different from what they’ve come to expect from the company’s marketing. The direct-to-consumer […]


Management, Proposal Management

How to Turn a Crisis into an Opportunity by Managing Negative Publicity

April 5, 2023

Via: Entrepreneur

Today’s businesses face countless risks, from compliance mistakes to saying the wrong thing out of turn. A public relations (PR) crisis can topple even the most well-respected company. A press release, worded to announce an impressive new social-impact program your […]


Management, Proposal Management

3 Ways to Authentically Brand Yourself as Customer Friendly

March 20, 2023

Via: Entrepreneur

One of the biggest business shifts in the last few years has been an internal focus on “customer experience,” or CX. While the idea of the customer experience isn’t new — the customer journey has long been a benchmark for […]


Management, Proposal Management

How to Create an Airbnb Welcome Book and Why All Hosts Should Have One

March 20, 2023

Via: Small Business Trends

Creating a welcome book to place on the coffee table is one of the best ways to make sure your guests have everything they need while staying with you. In this blog post, we will discuss how easy it can […]


Management, Proposal Management

Why Do Your Customers Really Buy from You?

March 15, 2023

Via: Entrepreneur

The following is a simple question for business owners. Why do your customers buy from you? I told you the question was simple, but an accurate answer, on the other hand, can be far more complex and perhaps even elusive. […]


Management, Proposal Management

Secure UX based on customer data can be a big advantage in a recession

March 9, 2023

Via: Venture Beat

It’s not exactly a secret that a recession is very likely. Signs, unfortunately, do point to a tough road ahead. For B2C companies, especially ones that sell products that likely fall under discretionary spending labels, it’s going to hit hard. […]


Management, Proposal Management

Forethought sees better customer support via OpenAI-powered SupportGPT

March 8, 2023

Via: Venture Beat

San Francisco-based customer service AI and support company Forethought has launched SupportGPT, a generative AI platform that automates workflows, allowing customer service teams to focus on more value-adding tasks. The move is part of a general industry surge to streamline […]


Management, Proposal Management

Creating secure customer experiences with zero trust

March 1, 2023

Via: Venture Beat

Solving the problem of protecting personalized customer experiences at scale will grow a digital business faster than competitors, fueling confidence and trust. Getting the balance of security, safety, confidence and trust right is table stakes for deriving the greatest value […]


Management, Proposal Management

How to Handle Customer Complaints

February 15, 2023

Via: CO

Although handling customer complaints isn’t the best part of business ownership, resolving and learning from them benefits your brand. When customers reach out with a problem, you have seconds to listen, understand, and emphasize. A poor experience can compound the […]


Management, Proposal Management

To build love for your brand, focus on customer experience and innovation

February 14, 2023

Via: Venture Beat

Do you have a brand you just can’t live without? Maybe you’re a geek for Apple products, buy all your shoes from Zappos or simply refuse to get your groceries anywhere but Trader Joe’s. These companies might not appear to […]


Management, Proposal Management

Here’s Why You Shouldn’t Worry About Your Business Getting Bad Reviews

January 18, 2023

Via: Entrepreneur

In the last few years, consumers have become increasingly aware of their purchasing power, and that shift has led to a rise in online reviews. Online reviews are now an important part of the buying process for many customers. But […]


Management, Proposal Management

5 Proven Customer Loyalty Programs That Pay Actually Off

January 6, 2023

Via: Entrepreneur

According to ProfitWell, 80% of future profits come from just 20% of existing customers. So clearly, any effort to keep yours engaged is a worthy investment, and loyalty programs are one of the oldest and most popular ways to do […]


Management, Proposal Management

Boosting Revenue Through Customer Acquisition And Retention: The How-To

December 15, 2022

Via: Entrepreneur

If employees are the backbone of a business, the heart of it is the customer. When a business solves a problem for its ideal customers -doing so with data-driven decisions, right customer acquisition and retention strategies, and visionary outlook- it […]