Articles tagged "Operations"

How legal teams and law firms can be more efficient with automation

If you're ready to start automating your processes, you can use Zapier instead of asking developers to start writing code or buying expensive software. 

How exit interviews can turn churned accounts into advocates

Here's how we get real, quality feedback, including who to ask for feedback and the questions to ask them.

How to advance your business with automation

As a co-founder, I've had a constant question driving my work: how to get things done quickly and cheaply without compromising quality. Most SaaS solutions help businesses do this: Users pay a subscription fee and use the SaaS software to advance.

Facilitate internal understanding of your products with this template

This "product on a page" template will help you communicate new products and features to your marketing team.

How to choose project management software for external team members

When you're choosing project management software, you're likely to focus on your internal team's needs. It's a natural instinct, and it's a good one. But if you also work with vendors, agencies, or freelancers, you need to pick a tool they can use too.

You might already be paying for the software you need

Most businesses pay for at least one large software bundle. Whatever bundle you have, there's a good chance there are apps in there you don't know about. And that might mean that you're paying extra for software that you already have access to.

Is your business leaking? 

Leaked revenue isn't lost because a customer left you. It's lost because you've mistakenly charged a lower amount. If your business model involves recurring payments, a single error may be costing you hundreds of dollars per year. It adds up.

5 tips for easy, impactful corporate gifting

There have been all sorts of studies showing that a gift is a meaningful way to make an employee, client, or contact feel valued and loyal. But it only works if the gift itself is right—no one wants another branded stress ball.

4 ways to use your CRM outside of sales

Using your CRM in innovative ways helps you avoid adding more tools to your tech stack, which means keeping costs down. So here are some creative ways to use your CRM for more than just customer relations. 

Katana: App spotlight

Katana, a manufacturing resource planning (MRP) software, gives you visibility and control into your inventory, sales, production, and beyond.