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My "Model" [Shared]

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Prezitime Design

on 29 July 2015

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Transcript of My "Model" [Shared]

Tech road map
Leads
Fallout
Client T.
Branding
Survey
Tool
Social
Events
Social
Site
Advertising
Website
Blogs,
Newsletter,
Email,
Campaigner
...
Money
Movement
...
Data
Com.
Seminars/
Webinars
Campaigns
List B.
SEO
Campaigns
...
e-Sig
Prospect
App
Presentation
Tool
Info Gathering/
Meeting Notes
Prospect
Portal
Fallout
Drip
Lead
Conversion
... (SF)
Drip
Campaign
Marketing
Automation
Client App/
with IP
Onboarding
...
Financial P.
Budget T.
Paperless
Secure D.
Fire Vault
Forums
Video
Conference
CRM
PII Arciving
Portfolio
Management/
Accounting
Tax
Preparation
Data A.
WMS
Financial
Planning
Files
Notes
Gathering
Portfolio
Risk
Presentation
Billing
Forms
Filling
Repoting
Rebalancing
Tax B.
File
Tax
Projection
Virtual
Meeting
Talent
Management
Company
...
System
Password
Management
Messaging
Accounting in CRM
Employee
App
HR Software
Knowledge/
Learning
Platform
Portal
PTO/
Benefits
Teleworker
Mobility
Management
Password
Management

Marketing
Automation
Classification
Tech
Solution
Narration
Narration
Client
Client
Client
Service

Marketing
Lead
Gen

Employees
Ops.

Expense
Reporting
Full transcript