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Edgewater Fullscope Blog

GDPR Compliance in Professional Services

Jul 19, 2018 7:00 AM

If you are a business with even one contact in the EU, you should have an understanding about the recent updates to the general data protection regulations. GDPR implications are a major threat to those that violate them but can be an opportunity for those that abide by these regulations. GDPR is – or should be – at the forefront of every CEO’s mind within their professional services firm -- despite the uncertainty that many organizations have about how to implement this within their organization.

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Sales Forecast Accuracy Best Practices

Sep 19, 2017 8:00 PM

Sales pipeline consists of all opportunities at all stages in the sales cycle, and sales forecast is the salesperson’s prediction of which sales will close within a given time frame. The main difference between the pipeline and the sales forecast is the prospect must have a need that the organization can address within budget and timeframe considerations to qualify for the sales forecast. There also must be a clear understanding and agreement about the “next step.” For example:

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The Customer Supply Chain in Manufacturing

May 31, 2017 8:00 PM

As a manufacturer, you likely have ERP in place to manage the supply and production aspects of the business, from planning, supply-chain management and procurement to finished goods inventory and finance. Connecting supply to demand can sometimes be left to a combination of disconnected reports in an attempt to get an accurate view of what needs to go through the factory gate.  

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More than a CRM Partner, a Business Advocate

Mar 23, 2017 8:00 PM

We have a lot of information online about our approach from an implementation, education and adoption standpoint. We’ve developed a very special methodology to ensure that our customers fit into the CRM success statistics vs. failed CRM implementation stats. However, before our customers ever become customers there are a few key conversations that have to happen. Towards the end of these conversations is the proposal review. I’d like to share with you a few things you can count on from our team in a proposal review:

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