Discover how to manage the information on the Overview Tab in SwiftCase. Enable your team, clients and suppliers to see key information. … Read More
Blog – Masonry Full Width
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
Creating a Task
Learn how to create a Task on your SwiftCase system and begin the rewarding journey of business process automation. … Read More
Tags: Child Tasks, Tasks
The Document Manager
Discover how to use the Document Manager panel on SwiftCase so you can create, store and send documents to your team and clients. … Read More
Tags: Document Manager, Documents, Tasks, User Profile
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
The Anchoring Effect: First impressions count in more ways than one
Updated 11/11/2020 Do you weigh up all the options before making a decision? Do you consider all angles, facts and measurements and only then take the plunge? Even if you believe this, you can still be susceptible to the Anchoring … Read More
Survivorship Bias: Don’t follow your dreams off a cliff
Updated 04/11/2020 Taylor Swift telling you to follow your dreams is like a lottery winner telling you, ‘Liquidize your assets, buy Powerball tickets, it works!’ Bo Burnham Those were the days! Do you ever reflect wistfully about the music of … Read More
Default Effect: You could be ashamed of sticking with what you have
Updated 28/10/2020 On one of our recently recorded podcasts we discussed our marketing pet peeves. My choice was a new marketing approach called ‘confirm shaming’ in which the user of a website is offered a choice, and if they decline … Read More