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Welcome to episode five. Last week, our Director of Client Success Mollie Smith walked you through step four of our 5-step tried and true method we’ve developed to achieve engagement and adoption of PipelinePlus: The Success Wheel. In this episode, we’ll be moving onto step five: “Reporting Results.” By the end of this episode, you’ll understand exactly how to win leadership over by proving how well your new tech initiative works by continually sharing ROI and profitability metrics, firmly solidifying leaders at your firm as part of the success equation.
14m 13s · Jun 22, 2022
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