May 2018 ARCHIVE
9 Back Office Inefficiencies Worth Automating
Your team works really hard. There’s no question about that. But, here’s the big question: are they working smart? As a leader, your team looks to you for guidance on what should (or shouldn’t) get done. Just because a task seemed prudent six months ago, there’s no guarantee that it still is. Therefore, it’s incumbent ... Read More
User Adoption: 5 CRM Best Practices For Insightly (Part 3)
This is part 3 of a 5 part blog series. Part 1 Backup & Security Part 2 Data Integrity Part 3 User Adoption Part 4 Dashboard Reporting Part 5 Ongoing Support You just purchased Insightly for your business, you love the layout, all-in-one sales and project features, and you’re ready to introduce the new system ... Read More