Updated 30/12/2020 Keeping your tasks in a manageable, doable, prioritised and SLA-monitored list can help you to focus on the work you need to do, so, that you are your most productive. If you need accurate and well-designed Workflow Prioritisation, … Read More
Author Archives: Adam Sykes
10 ways automation can improve your productivity – Part 1
Updated 23/12/2020 Automation and ‘robots’ are becoming high-profile subject matter across recent news stories and political commentary. Fear over automation leading to ‘robots’ taking over professional work, in the same way as the industrial and digital revolutions affected manual workers, … Read More
10 ways automation can improve your productivity – Part 2
Updated 23/12/2020 Following on from last week’s blog on the subject, we look at five additional ways in which automation can improve your productivity. 6) Cut forms down to size When gathering data required there can be a mass of … Read More
How do I create, edit or delete an email template?
Updated 16/12/2020 Creating a template When creating your own tasks using the workflow builder, one of the options available is to have emails automatically sent out when a task reached a specific status, however, this requires you to have created … Read More
Maintain excellent customer relationships
Updated 09/12/2020 Maintaining a good relationship with your customers allows you to be more profitable, with it being much harder to gain a new customer than retain an existing client. Keep track of your leads as they progress from initial … Read More
Intelligent, automated approval process control
Updated 02/12/2020 For many SMEs, tracking paperwork, delayed response times and getting tangled in a thread of emails has become the norm when it comes to managing their approval process. Remedy this with an intelligent approval management system , fit … Read More
Communicate and collaborate with a client portal
Updated 25/11/2020 Giving your clients access to the information you hold about them promotes self-service, communication, collaboration and integration of business processes. It saves you time spent on relaying information from your system to your clients via email, phone call … Read More
The Benefits of Internal SMS Automation
Updated 18/11/2020 SMS or text messaging is a communication method that has some great potential benefits for business use. Although it has been around a long time, (the first message was sent in 1992, saying “Merry Christmas”), and many other, … Read More
Why now is the best time to start a business
Startups do very well during a recession. Because everyone is reducing outgoings, prices are lower, and startups can benefit from this situation to get a start with exceptionally low prices on the things they need for their company. Now is the time to start your own business. … Read More
Remote Working Results for your Business (Coronavirus / Covid-19)
Discover how to achieve great results when working from home. With the Coronavirus (Covid-19) very likely to cause businesses to have to look at remote working sooner rather than later. In this guide, I will take you through the positives … Read More