At Slideform, we're working hard to put your reporting on auto-pilot. New features include pulling d...
The Perfect Deck
Do you spend a lot of time creating presentations? Learn how your team can automate your slide decks to get the perfect presentation every time. Our blog offers case studies, presentation templates and best practices, and helpful tutorials.
This summer we've been busy building the world's best reporting automation solution. New features in...
HubSpot is a business-critical platform for contact management (CRM), marketing, sales, and customer...
Looking for a comprehensive template for your client business reviews? Check out our examples below....
At Slideform, we're hard at work building the best automation tool for analysts and client-facing te...
Looking for a sales automation tool that goes beyond the basics? There are umpteen sales tools out t...
Since my first days as a Customer Success Manager, I've always believed that periodic account check-...
In a previous career, I managed multiple social media accounts and each month I had to send in a rep...
Since my first days in Customer Success, I've always believed that periodic account health checkins ...
Today I want to address a question that was raised by a client. "How can I embed information from my...