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  1. Home
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  3. Customer Success

Category

Customer Success

20 articles in this category.

Sending an Email in SwiftCase
Customer Success
Sending an Email in SwiftCase
You can send and receive emails in SwiftCase. Follow the steps below to learn how. Note: Please bear in mind that you have to have configured an.
June 6, 2024
3 min read
Setting Up a User
Customer Success
Setting Up a User
Work together with your Team to create Tasks, share information and communicate by adding your Team Members to your SwiftCase system. Adding a Team.
June 6, 2024
2 min read
Adding a Client Staff on SwiftCase
Customer Success
Adding a Client Staff on SwiftCase
Learn how to add Client Contacts (client staff) to your SwiftCase, so you can create tasks related to those Clients and keep them updated throughout.
June 4, 2024
2 min read
Adding a Client on SwiftCase
Customer Success
Adding a Client on SwiftCase
Clients are the organisations your business deals with. You can add Client Contacts (client staff), who are the people who work for those.
January 14, 2024
2 min read
Customer Success
Customer Success
Business Finances: Take Back Control
Discover how to keep your business finances under control. Stay organised, get paid on time, every time and monitor client performance to locate any issues.
January 26, 2022
5 min read
Customer Success
Customer Success
Choice Overload - Be a cunning cat, not a humming fox
Updated 05/01/2022 The Fox and the cat is an ancient fable about the perils of choice: A Fox was boasting to a Cat of its clever devices for escaping.
January 5, 2022
5 min read
Customer Success
Customer Success
Does Game of Thrones teach us not to listen to clients?
Updated 06/10/2021 “It doesn’t matter what we want. Once we get it, then we want something else.” – Petyr Baelish There is an adage about customer.
October 6, 2021
5 min read
Customer Success
Customer Success
Sell a Movement - Not an Incremental Improvement
Updated 16/06/2021 Get Loyal Customers – Sell A Movement. Not an incremental improvement. Your unique selling point needs to be unique. The offer.
June 16, 2021
2 min read
Customer Success
Customer Success
Wait! Are you the right person for the job?
Updated 26/05/2021 In the beginning, as an entrepreneur, you find yourself wearing many hats, from the Head of Sales to cleaning the office. Your.
May 26, 2021
6 min read
Customer Success
Customer Success
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.
December 9, 2020
2 min read
Customer Success
Customer Success
Communicate and Collaborate with a Client Portal
Learn how client portals reduce support queries, improve transparency, and give customers self-service access to their case information.
November 25, 2020
4 min read
Customer Success
Customer Success
The IKEA effect: a double-edged screwdriver?
Updated 26/08/2020 I have previously discussed the effect of Edward Bernays on public relations and corporate advertising. He famously ushered in the.
August 26, 2020
5 min read
Customer Success
Customer Success
5 Ways to Improve Your Email Signature
Updated 01/07/2020 Email is still the top communication tool used in business. As such, it’s important to get your marketing right when it comes to.
July 1, 2020
5 min read
Customer Success
Customer Success
Generate professional business proposals automatically
Updated 29/04/2020 Why waste countless working days producing proposals for your clients when SwiftCase can do it for you in the blink of an eye? As.
April 29, 2020
2 min read
Customer Success
Customer Success
Gold plating in project management - Are you overdoing it? | SPP #81
Gold plating means intentionally adding extra features or functions to a product or projects you are developing which were not included in the scope.
January 20, 2020
3 min read
Customer Success
Customer Success
Collaborate Seamlessly to Achieve Business Goals
Learn how SwiftCase enables seamless team collaboration with centralised case notes, real-time task tracking, and shared visibility across your organisation.
January 8, 2020
4 min read
Customer Success
Customer Success
What Is Geofencing? How Does It Work?
Geofencing is a buzzy mobile app capability that’s been around for at least a decade; however, developers are only now seeing the full potential of.
June 27, 2019
6 min read
Customer Success
Customer Success
Normalcy bias: this is fine?
A recent tragic fire on a plane in Moscow’s Sheremetyevo airport killed 41 passengers including 2 children. Many passenger-recorded videos emerged.
June 18, 2019
5 min read
Customer Success
Customer Success
Three important ways your business can improve its SEO rankings
SEO, or Search Engine Optimisation refers to the methods used to improve a website’s position in search results. Essentially, good SEO means a higher.
November 3, 2017
5 min read
Customer Success
Customer Success
Long-Term Planning with Automated Business Data
Long-term planning as a business is important to stay relevant and competitive in any given market. However, it is essential if you are looking to.
September 26, 2017
4 min read
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