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AUGUST 8, 2018

This article, which originally appeared on our LivePlan Blog , is part of our “Business Planning Guide” —a curated list of our articles that will help you with the planning process! But, here at Palo Alto Software, we’ve found one meeting that is simply indispensable. Did we collect money as planned? They’re right.

Software Review 65

Software Review Business Plan Product Forecast 65

Up and Running

AUGUST 17, 2020

Typically this means investing in sales technology that makes you more agile and is easily scalable as you drive long-term growth. One vital, but often-overlooked, need is effective documentation, specifically when writing sales quotes. Why invest in quoting software? Deliver faster quotes.

Software Review 113

Software Review Software Sales Small Business 113

Up and Running

JUNE 21, 2013

There are a series of “levers” in your business that will affect your cash position. The more you can track data and use data to make business decisions, the better your decisions will be. Small businesses often tell us that they don’t understand marketing. You NEED to understand those levers.

Small Business 153

Small Business Software Review Lean Advertising 153

Up and Running

JULY 22, 2014

Financial experts will have different opinions about what should be included in a financial plan, depending on the type of business you have and what you’re trying to accomplish with your business plan. Cash flow statement. Sales forecast. Personnel plan. Balance sheet. how you make money.

Balance Sheet 148

Balance Sheet Forecast Equity .Net 148