F. David Schultz
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Articles
Recent activity by F. David Schultz-
Using Fulfillment Forms
Welcome to the exciting world of Fulfillment Forms! This article will walk you through the process of using fulfillment forms after placing an order and how they can streamline your experience. Pu...
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Automation examples
We have a great collection of example templates that can get you started using automations within the platform. Here you will find a list of example templates along with a description of what they ...
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Getting Started: Onboard your customers (from pre-sale to post-sale)
The transition from pre-sale to post-sale is critical for the customer experience. Addressing this transition instills your customer with confidence. combats buyer’s remorse, and sets them up for a...
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Unbranded Sales & Success Center Walkthrough
Enable your sales team with an unbranded walkthrough of Sales & Success Center. This video looks at some of the core functionality for your sales people to add accounts, update their sales activity...
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Digital Success Packages and Proposals
You can find five great packages and proposal templates available to make it easy to start selling. Titled Digital Success, these recommended packages are built as a good-better-best format to sell...