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The future of compliance: How financial institutions can build a DORA-ready culture
CLM
Finance

The future of compliance: How financial institutions can build a DORA-ready culture

The Digital Operations Resilience Act (DORA) comes into force for financial institutions and information and communications technology (ICT) service providers on 17 January 2025. It is a looming deadline, and companies impacted by it must act to ensure compliance.
11/26/2024
4 min read
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Decision night: 3 tips for selecting the best CLM for your business
CLM

Decision night: 3 tips for selecting the best CLM for your business

Is your company caught in the whirlwind of CLM vendor promises? With over 240 vendors competing for your vote—85 of them entering the race since 2017 alone—the CLM market is more crowded than ever.
11/12/2024
4 min read
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Recent blog posts

Starbucks employee taking orders
3 customer service lessons we should all learn from Starbucks
Industry insights
Retail

3 customer service lessons we should all learn from Starbucks

When you think of customer service which company pops into your mind? For many of us, that company might be Starbucks. Starbucks has implemented three values that we should all take some notes on.
03/12/2015
2 min read
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Man working on code on a computer
Why being Salesforce native makes a difference
Salesforce Optimizations
Other

Why being Salesforce native makes a difference

Platform as a Service (PaaS) has emerged as a disruptive delivery model for the software industry. Evolving from the Software as a Service (SaaS) model, PaaS invites third parties to develop applications on the platform to complement the core, on-demand features and functionality of the platform provider.
11/20/2014
2 min read
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Woman using Conga Automate Revenue Suite on laptop
Sales operations recipe for success: the 11 ingredients that create a well-rounded strategy
Industry insights
Other

Sales operations recipe for success: the 11 ingredients that create a well-rounded strategy

Look across any org and you’ll find sales ops is asked to do a wide variety of tasks, from the tactical to the analytical, to the strategic. Companies rely on this team to own and optimize the CRM, forecast and report, enable and educate reps, map territories, set comp, implement tools; the list goes on.
03/07/2017
3 min read
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The top B2B eCommerce solution requirements for the modern B2B use case
Industry insights
Other

The top B2B eCommerce solution requirements for the modern B2B use case

What are B2B eCommerce solutions?

B2B eCommerce Solutions encompass the online – through an online sales portal – sale of products and services between companies. This is as opposed to B2C (business-to-consumer), which describes the online business transacted between a business and individual customers (not a business entity).
10/26/2017
4 min read
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The Quote-to-Cash Process in 10 Steps
CLM
CPQ

The Quote-to-Cash Process in 10 Steps

Quote-to-cash (often abbreviated as QTC or Q2C) is an important set of business processes that span the entire sales cycle. QTC involves a variety of activities and many departments across the organization—which has traditionally led to unnecessary siloes and inefficiencies.
03/01/2023
8 min read
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Woman using Conga Automate Revenue Suite on tablet
Quote-to-cash metrics to grow sales and margins
CLM
CPQ

Quote-to-cash metrics to grow sales and margins

Today’s cloud-based business solutions provide new and unprecedented ways to collect and analyze data in real time and are, for many businesses, a source of competitive advantage.
12/17/2014
1 min read
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Team meeting in an office
The 5 pillars of transformational sales change management
Industry insights
Other

The 5 pillars of transformational sales change management

Paul J. Loftus is the Vice President of Sales and Revenue Retention of North America Tax & Accounting at Wolters Kluwer, and he has made a career executing transformational sales change management.
07/08/2016
3 min read
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Two women working together on a tablet
The ultimate guide to order-to-cash (OTC): Everything you need to know
CLM
CPQ

The ultimate guide to order-to-cash (OTC): Everything you need to know

Gaining new customers for your business is a big accomplishment that requires cross-functional effort by numerous teams. However, the hard work doesn’t stop when you close the deal or a customer places their initial order. In fact, that’s just the tip of the iceberg, and what comes next can be even more complex.
04/01/2023
4 min read
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Drilling for efficiency: the challenges facing the oil and gas sector
Industry insights
Energy

Drilling for efficiency: the challenges facing the oil and gas sector

Technological innovation, as we've all heard, is taking over the world. There's no exception to that rule in the Oil and Gas industry. In digital oil fields, "instruments constantly read data on wellhead conditions, pipelines and mechanical systems.
08/14/2014
2 min read
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Man working on laptop and computer monitor
3 ways to meet and knockout your sales quota
Industry insights
Other

3 ways to meet and knockout your sales quota

As a sales rep, there is always one thing lingering in the back of your mind…How am I going to meet my sales quota?Whether you’re stressing about meeting the numbers for the month, for the quarter, or for the year, ensuring that you are going to make quota is something that every sales representative is continuously working towards.
05/02/2015
2 min read
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Man discussing Conga's Revenue Automation Suite on phone
LegalTech: defining the role of the contract manager
CLM
Other

LegalTech: defining the role of the contract manager

At the LegalTech event held in New York earlier this month, Duff & Phelps co-sponsored a panel called "Integrating In-House Legal and Contract Management Functions – Proactive and Strategic Approaches." The discussion revealed how confusion over the contract manager position can cause inefficiencies in many contract review processes.
02/20/2014
2 min read
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Coworkers on laptop
3 inspirational non-profit organizations using the power of Salesforce
Salesforce Optimizations
Industry insights

3 inspirational non-profit organizations using the power of Salesforce

Most people don’t think of non-profits as a business, but there are many similarities. In the same way businesses provide products and services to a target group of clients, non-profits serve a community where they’ve identified a need not fulfilled by the government or private sphere.
10/13/2015
3 min read
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