Global assets under management will surpass USD100 trillion by 2020, according to PwC’s recent publication Asset Management 2020: A Brave New World. That’s nearly a 60% increase from the USD64 trillion in 2012 at a compound annual growth rate of almost 6%. Despite this favorable environment, asset management firms are continuously forced to review their business models in light of rising client expectations, increased regulation and the ongoing focus on operational efficiencies.
In these slides we explore the need to improve the current prospect marketing process, the solutions, and how to master this new technology.
Gain Business Insight & Sales Success with CRMTroyMuise
White paper to grow Sales through gaining a better understanding of your customers, and how they buy and interact with your business through the entire customer lifecycle.
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CRM software helps your business to manage contact information in an organized way, making it easy to follow up on your interactions and activities with customers.
https://runfrictionless.com/b2b-white-paper-service/
Gain Business Insight & Sales Success with CRMTroyMuise
White paper to grow Sales through gaining a better understanding of your customers, and how they buy and interact with your business through the entire customer lifecycle.
On this leading edge of responsive technology Insights, Success enables The 10 Best Performing CRM Solution Providers 2020 to improve the effectiveness .
CRM software helps your business to manage contact information in an organized way, making it easy to follow up on your interactions and activities with customers.
https://runfrictionless.com/b2b-white-paper-service/
CRM evolution, multi-channel integration and customer response managementrahuls30
From knowing and connecting with the customer to reaching them via multiple channels, we've come a long way. There are views, opinions, feedback and all kinds of data streaming simultaneously from a large number of channels. And with new channels opening up, we are forced to ask "What next?" Presenting an exclusive whitepaper that features the growing challenges of dealing with a multi-channel response interface, streamlining data from various sources and efficiently engaging with your customers…
Transforming from Call Center to Contact Center How-To GuideDemand Metric
Executive Summary
If loyal customers are the lifeblood of a successful marketing program, call centers are the heartbeat. It is within the call center that happy customers become loyal advocates or disenchanted. All too often, however, call centers are viewed by marketing professionals as an afterthought instead of a key to customer loyalty, customer satisfaction and as a lead generation.
Modern marketers must move from seeing Customer Care as a secondary supporting function to one of primary importance to marketing programs and lead generation, along with other digital marketing and sales activities.
This How-To Guide challenges marketers to view the call center as a potential source of revenue and lead generation as well as the hub of Customer Care. This report discusses the misperceptions around call centers and shows modern marketers how to transform their call center (cost center) into a Modern Contact Center (profit center) by recognizing its strategy in lead generation and customer experience.
This brief 11-page How-To Guide is designed to provide practical advice for building a Modern Contact Center and outlines the following:
Executive Summary
Opportunities & Challenges of the Call Center
Creating a Modern Contact Center
Contact Center Application Selection Criteria
Action Plan
Bottom Line
Demand Metric's How-To Guides are designed to provide practical, on-the-job training and education and provide context for using our premium tools & templates. If there is a topic that you would like to see covered, please contact us at info@demandmetric.com (link sends e-mail) to make a content request.
Presenting the second paper in the series 'Multi-channel Customer Management' that delves deep into the design, deployment, coordination, and evaluation of customer interaction channels enterprises can and should leverage.
Performance measurement system for startups and scaling upBrowne & Mohan
what measures should startups and scaling up firms use to direct and align their multi-functional activities. In this paper, Browne & Mohan consultants present a comprehensive performance system that not only guides startups and scale ups, but bind several functions within the organization towards common objective.
All you need to know about channel management processCRMJetty
Channel management process is a complex process that involves a lot of challenges and issues. Learn about those challenges and how you can overcome them in the post.
23 principles of successful product companiesBrowne & Mohan
In this paper, we present 23 principles of successful software product companies. These principles cover product development, organizational design, sales and other process that propel product companies to grow and excel in their domain both in domestic and international markets
Companies of all sizes (SMB to large ones) are finding the current economic environment challenging. Business growth is slow or almost stagnated, new customer gains are far and few, customer spend has become very unpredictable and hence managing capacities is posing a big challenges. Browne & Mohan consultants based on their experience of guiding companies have compiled strategies that can be adopted to successfully maneuver the low tides. We suggest product or service offering changes, organizational changes, employee engagement changes, partner and ecosystem changes, sales and marketing structure changes that are appropriate to most companies.
THE SECRET SAUCE FOR ACCELERATING INDIRECT SALESJordan Linford
This eBook is the definitive guide to Partner Relationship Management: What is it, who is it for, do you need it, what are the pitfalls, how to buy it and how to get started.
This document describes the importance of properly managing master data in an organization and business challenges that come up as a consequence of fragmented,
poor quality and non-standardized master data. The paper also attempts to take an Information Management Strategic approach to providing business with the right view on Master Data
Presented by Tomasz Sablinski at the Open Source Pharma Conference in July 2014 at Rockefeller Foundation Bellagio Center.
Tomasz Sablinski's bio: http://www.opensourcepharma.net/participants/tomasz-sablinski
Conference agenda: http://www.opensourcepharma.net/agenda.html
Presentation about the Open Source Malaria group, given by Matthew Todd a the Open Source Pharma Conference, which took place at Rockefeller Foundation Bellagio Center in July 2014.
CRM evolution, multi-channel integration and customer response managementrahuls30
From knowing and connecting with the customer to reaching them via multiple channels, we've come a long way. There are views, opinions, feedback and all kinds of data streaming simultaneously from a large number of channels. And with new channels opening up, we are forced to ask "What next?" Presenting an exclusive whitepaper that features the growing challenges of dealing with a multi-channel response interface, streamlining data from various sources and efficiently engaging with your customers…
Transforming from Call Center to Contact Center How-To GuideDemand Metric
Executive Summary
If loyal customers are the lifeblood of a successful marketing program, call centers are the heartbeat. It is within the call center that happy customers become loyal advocates or disenchanted. All too often, however, call centers are viewed by marketing professionals as an afterthought instead of a key to customer loyalty, customer satisfaction and as a lead generation.
Modern marketers must move from seeing Customer Care as a secondary supporting function to one of primary importance to marketing programs and lead generation, along with other digital marketing and sales activities.
This How-To Guide challenges marketers to view the call center as a potential source of revenue and lead generation as well as the hub of Customer Care. This report discusses the misperceptions around call centers and shows modern marketers how to transform their call center (cost center) into a Modern Contact Center (profit center) by recognizing its strategy in lead generation and customer experience.
This brief 11-page How-To Guide is designed to provide practical advice for building a Modern Contact Center and outlines the following:
Executive Summary
Opportunities & Challenges of the Call Center
Creating a Modern Contact Center
Contact Center Application Selection Criteria
Action Plan
Bottom Line
Demand Metric's How-To Guides are designed to provide practical, on-the-job training and education and provide context for using our premium tools & templates. If there is a topic that you would like to see covered, please contact us at info@demandmetric.com (link sends e-mail) to make a content request.
Presenting the second paper in the series 'Multi-channel Customer Management' that delves deep into the design, deployment, coordination, and evaluation of customer interaction channels enterprises can and should leverage.
Performance measurement system for startups and scaling upBrowne & Mohan
what measures should startups and scaling up firms use to direct and align their multi-functional activities. In this paper, Browne & Mohan consultants present a comprehensive performance system that not only guides startups and scale ups, but bind several functions within the organization towards common objective.
All you need to know about channel management processCRMJetty
Channel management process is a complex process that involves a lot of challenges and issues. Learn about those challenges and how you can overcome them in the post.
23 principles of successful product companiesBrowne & Mohan
In this paper, we present 23 principles of successful software product companies. These principles cover product development, organizational design, sales and other process that propel product companies to grow and excel in their domain both in domestic and international markets
Companies of all sizes (SMB to large ones) are finding the current economic environment challenging. Business growth is slow or almost stagnated, new customer gains are far and few, customer spend has become very unpredictable and hence managing capacities is posing a big challenges. Browne & Mohan consultants based on their experience of guiding companies have compiled strategies that can be adopted to successfully maneuver the low tides. We suggest product or service offering changes, organizational changes, employee engagement changes, partner and ecosystem changes, sales and marketing structure changes that are appropriate to most companies.
THE SECRET SAUCE FOR ACCELERATING INDIRECT SALESJordan Linford
This eBook is the definitive guide to Partner Relationship Management: What is it, who is it for, do you need it, what are the pitfalls, how to buy it and how to get started.
This document describes the importance of properly managing master data in an organization and business challenges that come up as a consequence of fragmented,
poor quality and non-standardized master data. The paper also attempts to take an Information Management Strategic approach to providing business with the right view on Master Data
Presented by Tomasz Sablinski at the Open Source Pharma Conference in July 2014 at Rockefeller Foundation Bellagio Center.
Tomasz Sablinski's bio: http://www.opensourcepharma.net/participants/tomasz-sablinski
Conference agenda: http://www.opensourcepharma.net/agenda.html
Presentation about the Open Source Malaria group, given by Matthew Todd a the Open Source Pharma Conference, which took place at Rockefeller Foundation Bellagio Center in July 2014.
Qorus Software and Alex King from Amplio Software engage on the benefits and risks of Proposal Software and discuss the efficient, consistent and collaborative features of Qorus Breeze Proposals.
Not too long ago, Sales success was the result of a (rather mystical) combination of networking, people skills, intuition, and good ol’ cold calling.
But the advancement in enterprise technology over the past two decades has changed all that, especially in the B2B environment. Today, networking takes place online, technical skills are becoming more valuable than people skills, data has replaced the ‘hunch’, and automation is threatening to shrink the job market.
But while technology seems to have made selling harder, it has certainly made buying easier. Which, when you think about it, is exactly what Sales and Marketing are trying to do.
Luckily, Sales professionals are known for their ability to adapt. The Sales department is often the first in a business to embrace new technology, find better ways of doing things, and cut unnecessary tasks.
It was Sales, after all, who first embraced cloud technology (CRM was the first viable cloud application for business). And Sales who played a huge role in the consumerization of IT, by insisting on bringing their own devices to work.
The internet, SEO and ferocious content marketing have put a wealth of information at the buyer’ fingertips. And in many cases, have made Sales all but redundant until the final stages of the buying process.
Now, Sales needs to lead the charge once again – accepting the changes that technology brings, and making the most of their new situation.
To find out how our proposal management software is a necessity for a sales professional of the future visit our website for more info: https://www.qorusdocs.com/proposal-software
Prepare for Marketing Automation: 5 Tips to Maximize ROIG3 Communications
View this webinar on-demand at: http://dg-r.co/AutomatedROI
Getting started with marketing automation may seem complicated, but with a little preparation, you’ll see results right away. In fact, 44% of companies achieve a positive ROI within only six months - with a 28% average overall return.
This quick start crash course will give you a 5-step strategy to prepare your organization for adopting marketing automation and help you accelerate your return on investment.
In this webinar, you'll learn:
The three “Must Dos” to get started;
Setting up your pilot lead management program;
Core competencies your team will need;
The 5-step process for creating your first automated program; and
Optimizing and maximizing results with metrics that matter.
Salesforce Marketing Cloud is a provider of digital marketing automation and analytics software and services. It was founded in 2000 under the name Exact Target
Business process automation: The past, present and futureQorus Software
With current economic challenges and technology’s exponential growth shaping the way companies operate, automation has an integral role to play in many business processes. When utilized strategically, Business Process Automation (BPA) is a powerful tool for increasing productivity while reducing the amount of resources that are required to complete routine tasks.
By taking over repetitive (and often mind-numbing) tasks and processes, BPA can also play a key role in boosting staff engagement and satisfaction. This in turn increases talent retention and saves the costs associated with hiring and training new employees. With the mundane assignments taken care of by technology, employees have more time to focus on projects that require their unique human capabilities – such as creative thought, strategic decision-making or knowledge-based analysis.
That said, BPA goes beyond just handling routine tasks such as data manipulation or information management. It also covers the automation of complex business processes through the use of advanced technologies.
For more about how document automation should form part of your business strategy visit our website: https://www.qorusdocs.com/document-generation
7 Questions to Ask Your Prospective Outsourced Product Development Vendortrigentsoftware
This SlideShare on `7 Questions to Ask Your Prospective Outsourced Product Development Vendor' will help you narrow down your choices for selecting the best outsourcing partner for your product development
The Importance of Documentation Organization in Business.pdfTask Train
In this blog post, we will explore the significance of documentation organization in business, highlighting the benefits it offers and the tools available, such as SOP training software, to streamline the process.
Indian Mid-market SaaS companies: Forging a new path to disruptionProductNation/iSPIRT
SaaS has changed the competitive dynamics for Indian enterprise software product firms, putting them on a level playing field with their western counterparts. It has opened up new market segments, notably the small and medium sized enterprise market, whose requirements are different from those of large global 2000 businesses. These customers demand products that are less complex, plug-and-play and come at a lower price tag. This has pushed product companies catering to this segment towards a light-touch, virtually enabled model, dramatically reducing the need for close customer engagement, large field sales force, and elaborate implementation – all of which traditionally put Indian companies at a disadvantage.
Leveraging this wave, a new generation of Indian software product firms such as FreshDesk, Fusion Charts, KissFlow, WebEngage, RecruiterBox and others have started to emerge. This has created an important disruptive force in the mid-sized enterprise market. What is also interesting is that, in their pursuit for a light-touch model, these companies have evolved a unique strategy to define the product, market/sell the product and engage with customers. This iSPIRT report discusses the three core tenets of their strategy - Digital immersion, Desk marketing/selling and Cloud-based customer engagement.
Research Assignment #4 Topic Security Management .docxronak56
Research Assignment #4
Topic: Security Management
1. Search the Web and locate three (3) Web sites that relate to the topic. These sites could be white
papers or research documents found on research databases, commercial or non-commercial sites that
have something to do with the topics, or news articles that discuss the topics. For each URL write a one-
paragraph summary of the Web site focusing on how it relates to the topic.
2. Create a Word document containing the following
A title page containing your name, course, assignment and date.
Abstract
A Background Section (minimum two pages) discussing what you found in your research from
reading the text and performing research on Internet. This is what the author’s think about the
topic and where most the readings should be cited. Don’t just reiterate your summaries here,
the point is to synthesize the readings into a coherent analysis that could be presented to an
executive.
An Analysis Section (minimum one page), which is what you learned about the topic. Other
authors may be cited here as well to support your analysis.
A URLs section containing the three URL’< s with their accompanying paragraph from step
Reference section.
This paper should follow APA guidelines with a title page; and APA style citations and reference
page. No table of contents or abstract is required.
3. Submit the Word document to the appropriate assignment in the Blackboard
Assignments area.
4. Refer to grading Rubric for how you will be graded.
THE TIPPING POINT I
BY WOODY DRIGGS AND ROB HOLLAND
Putting Customers Before Politics
COOs struggle to navigate a siloed culture
TO TRULY ADDRESS
BUSINESS
CHALLENGES,
ORGANIZATIONS NEED
TO VIEW CUSTOMER
OPERATIONS AS
A WHOLE.
T
H E C H I E F operating officer of a global
HR and payroll services provider threw up
her hands in despair. Month after month, she
received reports indicating that more than half
of the company's sales orders had errors. Sometimes it
was bad customer data; other times, the service options
offered to the customer had been bundled or priced incor-
rectly. For every error, the salesperson would return to the
customer to redo the order. This was incredibly inefficient
and eroded customers' confi-
dence in the company, some-
times to the point of canceling
orders altogether.
The COO had twice attempted
to implement a technology solu-
tion that would reduce the error
rate. Both times, the effort failed
because the business allowed
for inconsistent processes. Sales
processes and IT infrastructure
were slightly different from one business unit to the next,
and business unit leaders jostled to prioritize pet projects
over what was in the best interest of the organization as
a whole.
Navigating a culture built on silos, and challenging fief-
doms that ultimately hamper productivity and profitable
growth is an experience many COOs face. The key is to
involve the right stakeholders and el ...
There are ten guidelines with a broad coverage, ranging from develop.pdfsudhirchourasia86
There are ten guidelines with a broad coverage, ranging from developing a strategic role for
information to the development of capabilities and the marketing of the information unit. There
is a considerable degree of overlap between these guidelines, since many of them support and
depend on each other. Mostly, they are guidelines for development, not maintaining the status
quo. Therefore it is essential that you should regularly devote at least 10% of your time to these
activities, and certainly more in the early stages.
1. Establishing the Strategic Role of Information
This is a two stage process: (1) a research and investigation phase that gives you the information
you need for (2) articulating your mission and strategy. The first phase requires an assessment of
the attitudes of senior management to information and how much they are willing to pay for it. I
recently asked the head of a market research unit how hard it was to justify their existence and
budget. He commented: \"that has not been a problem, ever since we spend hundreds of millions
of dollars on a new product and then lost market share to the Japanese\". This direct link between
a large strategic investment and the bottom line delivered a sharp lesson to senior management
on the value of competitor intelligence.
Some of the strategic decisions whose successful outcomes depend on the availability of good
information include:
Market selection and targeting
New investments
Location of factories and offices
New product development and launch
Pricing and Promotion
Find out how these decisions are made, what information is used, and from where it is sourced.
You may already have data from feedback on how the information you have supplied has helped
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Use every opportunity to let people, especially senior managers, know about it.
2. Identify Users Real Needs
This is the first of the marketing guidelines. It is essentially about market research. Therefore use
the methods used by researchers - surveys, interviews, usage analysis. You already have users.
Find out how they use your output and again what results and benefits they achieve. One
particularly useful way of teasing this out (used, by the way, to justify office automation
systems) is to ask what would happen if you did not offer that service.
Getting to senior management users and non-users is an important strand of this activity. You
must also learn about their real needs, not the ones they may initially express. Some of these may
be psychological needs such as \"I want to impress our senior management team with the range
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Oracle Commerce Using ATG & Endeca - Do It Yourself SeriesKeyur Shah
After 2 years of marathon run I was able to complete the self-published book on Oracle Commerce (ATG & Endeca) which covers both the commerce product installation, configuration, concepts, architecture, and some of the open source tools that you can use such as Vagrant, Elasticsearch, Kibana, Logstash, and Splunk.
This book is absolutely free as my contribution to the industry, colleagues, and the commerce community.
The motivation behind this book is “no books written on the subject” and “the goal to make the journey of beginners as painless as possible”.
Hope this will be useful to not just the beginners but also those who embrace open source tools and technologies along with branded products and services.
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Digital Transformation is crucial for all types & sizes of businesses across the globe. Only then can you overcome increasing competition. But with a limited budget in hand, this can be an intimidating task to undertake. But using the latest technologies can help your business to derive myriads of benefits.
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A personal brand exploration presentation summarizes an individual's unique qualities and goals, covering strengths, values, passions, and target audience. It helps individuals understand what makes them stand out, their desired image, and how they aim to achieve it.
B2B payments are rapidly changing. Find out the 5 key questions you need to be asking yourself to be sure you are mastering B2B payments today. Learn more at www.BlueSnap.com.
Company Valuation webinar series - Tuesday, 4 June 2024FelixPerez547899
This session provided an update as to the latest valuation data in the UK and then delved into a discussion on the upcoming election and the impacts on valuation. We finished, as always with a Q&A
The 10 Most Influential Leaders Guiding Corporate Evolution, 2024.pdfthesiliconleaders
In the recent edition, The 10 Most Influential Leaders Guiding Corporate Evolution, 2024, The Silicon Leaders magazine gladly features Dejan Štancer, President of the Global Chamber of Business Leaders (GCBL), along with other leaders.
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Structural Design Process: Step-by-Step Guide for BuildingsChandresh Chudasama
The structural design process is explained: Follow our step-by-step guide to understand building design intricacies and ensure structural integrity. Learn how to build wonderful buildings with the help of our detailed information. Learn how to create structures with durability and reliability and also gain insights on ways of managing structures.
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Streamlining the prospect marketing process for institutional asset management
1. Guide to Future-Proofing
Your Law Firm Processes
How technology is changing the way
lawyers win new businessStreamlining the prospect marketing process for asset management
Holistic guide to acquiring new clients and growing accounts
2. Table of Contents
Chapter 1:
Chapter 2:
Chapter 3:
Chapter 4:
Chapter 5:
Chapter 6:
www.qorusdocs.com2
Introduction
What’s wrong with the prospect marketing process?
The solution - empower the sales team and give the
marketing team control
A tool that people will actually use
How Qorus Software can help
Conclusion
4. Chapter 1: Introduction
www.qorusdocs.com4
Global assets under management will surpass USD100 trillion by 2020, according to PwC’s recent
publication Asset Management 2020: A Brave New World. That’s nearly a 60% increase from the USD64
trillion in 2012 at a compound annual growth rate of almost 6%.
Despite this favorable environment, asset management firms are continuously forced to review their
business models in light of rising client expectations, increased regulation and the ongoing focus on
operational efficiencies.
Acquiring new business under these conditions is not easy. Growing client-side intermediation from
consultants and advisors and an increase in RFP-driven mandates are putting pressure on sales,
marketing and bid-support teams who are already stretched. Responding to RFPs and creating
proposals and pitch books takes a lot of time, as does ensuring that all content is approved and
compliant (not to mention correctly branded). Tight deadlines only increase the risk of mistakes being
made and missed.
With the right technology, however, firms can streamline the internal processes related to winning new
business – reducing the cost of responding to RFPs and creating proposals and pitch books. Automation
can offer firms a substantial competitive edge.
In this guide we will explore the need to improve the current prospect marketing process, the solutions,
and how to master this new technology.
6. www.qorusdocs.com6
Chances are, your marketing team works pretty hard. They have to ensure that your firm stands out
from the competition – a tough job when there probably isn’t that much that really differentiates you
from similar firms. Maintaining the firm’s website, creating and updating collateral, managing daily
marketing activities and bringing in a steady supply of appropriate leads is time-consuming.
Ad hoc sales support adds to the pressure - when the sales team needs content, they often need it
immediately. Bottlenecks in the marketing and compliance departments are frustrating and could result
in sales creating or amending collateral themselves.
Chapter 2: What’s wrong with the prospect marketing process?
7. Chapter 2: What’s wrong with the prospect marketing process?
www.qorusdocs.com7
1. Collateral is difficult to control
Consistent formatting and branding is vital when it comes to client and prospect-facing
collateral such as market reviews/outlooks, product profiles and pitch books. Subtle
changes in branding and messaging need to be applied across all content. This new
content must then be rolled out to the business as quickly as possible and outdated
versions abandoned – a tricky task when busy sales people save templates and versions
on their PCs and laptops.
Performance charts and disclosures contained in pitch books and product profiles are
just as difficult to control. With such content continually changing, slides have to be
constantly updated and reviewed for compliance.
Without direct control over many of the underlying templates, marketing is at a
disadvantage. Changes take too long, with IT sometimes needing to get involved. Often,
the result is that marketers must resort to significant manual efforts or prioritize a
growing list of change requests.
All of these processes are drawn out even further by the fact that the fund teams and
portfolio managers that supply critical analysis, commentary and oversight are busy and
very difficult to pin down for input.
8. Chapter 2: What’s wrong with the prospect marketing process?
www.qorusdocs.com8
2. Sales relies on marketing too much
Without a logically ordered and regularly updated content ‘library’, the sales team is reliant on
marketing for the latest content and positioning. Even the most basic of pitch books could require
marketing to assemble them.
Enabling the sales team to help themselves to approved, compliant content would streamline the
process and make the entire firm more productive. Intelligent templates that retained their formatting
would reduce the time spent realigning proposals and other collateral.
3. Compliance gets sticky
All documents leaving your firm must be compliant. But keeping track of which content has been
reviewed, and ensuring that only approved content can be accessed is difficult. Version control can
become a nightmare, and waiting for collateral to be checked creates a bottleneck, increasing the need
for additional resources to meet demand.
4. Specialist reporting software is difficult to use
Many firms have some form of reporting software, but it’s often not very business user friendly.
‘Technical’ software that requires a lot of training and IT support has low adoption rates and is inflexible
in responding to on-demand sales needs.
10. Chapter 3: The solution –
empower the sales team and give the marketing team control
www.qorusdocs.com10
Asset managers need to build trust with investors, and the only real way to do that is by creating
engaging content that effectively communicates the firm’s strengths and intellect specific to the
mandate. Using the right proposal management technology can help, providing a central repository of
up-to-date, compliant content. Sales can use this content to generate accurate first drafts of pitch books,
proposals and reviews that can be personalized for each client.
Ensuring that documents retain their formatting, even when it is augmented with supporting materials
or typed in manually, reduces the risk of typos and mistakes and creates a sleek, professional look that
meets brand guidelines. Locking content ensures that no unauthorized changes can be made, reducing
the risk of non-compliant information being shared.
‘Guided cart’ wizards can be added to ensure that all mandatory information is included in proposals
and pitch books. This process is similar to shopping online – users can select which available content
they’d like to use. For example, they could choose from a selection of investment strategies, funds, team
bios and supporting articles.
11. Chapter 4: A tool that people will actually use
www.qorusdocs.com11
12. www.qorusdocs.com12
Proposal and document automation software can help your firm become more productive and look more
professional, and it can increase job satisfaction. Marketing teams will get to spend less – or even no –
time on manually assembling proposals, as the sales team can simply pull reusable material from an
approved and up-to-date content library. Both the sales and marketing teams will have more time to
come up with creative ideas or strategies for the next sales pitch.
Many firms might already have proposal automation software, but if it’s complicated and requires
lengthy training, user adoption will be low and return on investment difficult to justify. Documents that
should be easy to pull together will take a lot longer because staff will be trying to remember how to use
the software. This is frustrating and can result in people doing it manually anyway.
Software that’s easy to use and familiar requires much less training and is more likely to be used,
especially by the busy sales team.
It will reduce the time spent on manual tasks and processes, help sales and marketing teams stick to your
firm’s corporate branding standards and ensure accuracy and consistency of information in client-facing
documents and reports.
When it comes to choosing the right automation software tool, ensure that your software is user-friendly
and you’ll save money and valuable staff time.
Chapter 4: A tool that people will actually use
14. Chapter 5: How Qorus Software can help
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Qorus believes that software should be intuitive and easy to use. Which is why our solutions are built on
well-known Microsoft platforms like Word, PowerPoint and SharePoint.
Qorus Breeze Proposals is designed to help organizations create custom pitch books and proposals
containing up-to-date performance, commentary and strategies.
It offers:
• Total control for marketing and compliance teams over material used by sales.
• Integrated compliance review workflows, i.e. when people have to provide content or input, they have
to follow the process, ensuring that documents aren’t forgotten about and can’t be changed without
permission from marketing and compliance.
• Integrated commentary management workflows, i.e. if an asset manager is asked to provide
commentary on this quarters’ drivers and how they will affect funds and investments, they will be sent
automatic email reminders so that marketing doesn’t have to chase up anything.
• Modern but familiar (Microsoft Word and Power Point) tools so that people can use programs they
know and don’t have to try remember what they did last time or waste time recreating standard
documents.
• A complete client and prospect communication solution. Aside from proposals and pitch books, it also
automates fact sheets, client reviews, Q&A pairs for RFP responses and a host of other
communications.
15. Chapter 5: How Qorus Software can help
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Our mission is to help organizations reduce the cost, time and effort required to generate customized
documents – all while improving the quality and accuracy of content. Our software also greatly reduces
the potential for human error and formatting issues, improves adherence to corporate guidelines and
consistency in branding and style, helping you to create great looking documents in a fraction of the time.
17. Chapter 6: Conclusion
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To stay ahead in the competitive world of asset management, your firm’s proposal creation process needs
to be more effective and efficient.
An easy-to-use proposal automation software tool will ensure that your sales and marketing teams
produce high quality, personalized and compliant collateral in the quickest and most effortless way.
Costs will come down, quality will go up and it’ll be easier to win and keep loyal clients.
18. Thank You!
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Learn More About Qorus Software
Qorus Software is a global provider of document and proposal automation solutions for
Microsoft™ Office® and SharePoint®. The company helps organizations significantly
reduce costs, as well as the time and effort required to generate customized documents,
while improving the quality and accuracy of content.
Contact us to learn more about how we work with Financial Services Companies.
Marketing@qorusdocs.com
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