by Deb Tesser, VP of Strategic Planning at Zola Media Does your firm sometimes struggle to get payments in the door? Have you considered evergreen retainers?
An important trend for companies today is use of web-based messaging and CRM platforms such as Salesforce.com to manage, track and/or secure outbound correspondence. While some of these platforms let you send attached documents with your message, most (including Salesforce.com) do not save copies of attachments in the sent record stored in the web-based system.
March 28, 2025
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