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Interactive PDFs for Sales and Marketing Teams – Ultimate Guide
FEATURED POST
Lidia Vijga

Tired of boring PDFs that get ignored? Learn how innovative teams use interactive PDFs to gain buyer engagement and accelerate sales cycle.

Why Email opens is a Bad Metric to measure prospect engagement

Why Email Opens Fail as a Prospect Engagement Metric

Discover why email opens aren't the best metric for measuring prospect engagement and learn better alternatives for tracking success.
Track PDFs to Identify Engaged Leads and Shorten Sales Cycle

Track PDFs to Identify Engaged Leads and Shorten Sales Cycle

Identify prospects engaging with collateral, pinpoint key decision makers and personalize outreach by tracking PDFs for faster deal velocity.
Sales Engagement 101: Strategies to Boost Revenue

Sales Engagement 101: Strategies to Boost Revenue

Learn how sales engagement platforms and targeted outreach convert more leads. Master engagement tactics from contact to close.
How to Use ChatGPT for HR – Use Cases, Prompts, and Examples

ChatGPT for HR: The Complete Guide for Forward-Thinking HR

Use ChatGPT for automating repetitive tasks like screening resumes, onboarding and surveying employees, writing policies, and more.
How to Communicate Postnup and Prenup Agreements with Clients

How to Communicate Postnup and Prenup Agreements with Clients

Learn expert tips from Reh Bhanji (CFP, CLU) and Sarah Balram (CFP, CDS) on how to discuss prenup and postnup agreements with clients.
Sales Methodologies - How to Pick the Right One For Your Team

Sales Methodologies – How to Pick the Right One For Your Team

Compare popular sales methodologies like SPIN, Challenger Selling, Sandler Selling System and more to determine the best fit for your team.
Video Marketing for Financial Advisors - A Step-by-Step Guide

Video Marketing for Financial Advisors – A Step-by-Step Guide

Ready to finally tap into video marketing's potential? Leverage these insider strategies to create compliant, audience-captivating content.
Social Media Marketing for Financial Advisors

Build Your Brand: Social Media Marketing for Financial Advisors

Learn the top social media strategies that have proven successful for financial advisors. Grow your brand with these actionable tips.

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