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Tips & Tricks
How CRM, Marketing Automation Software Differ | Defined Ventures, Inc.
Welcome to 2018! The first quarter of a new year is often a time of reflection for those of us in business; we review last year’s position and decide how we can improve on it in the coming year. For many, that means assessing new tools and resources that may have the power to significantly...
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How BI Brings Data Storytelling to Life | Defined Ventures, Inc.
Storytelling has been an integral part of human existence for as long as humans have existed. It’s how we preserve our history, share our lore, and and pass important lessons down to the people who out survive us. Most people can agree that without storytelling, humanity would simply not be where it is today. “Okay,”...
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Organization Redesign & Strategically Surviving the Age of Disruption | Defined Ventures, Inc.
“Disruption takes a left turn by literally uprooting and changing how we think, behave, do business, learn and go about our day-to-day.” This quote, pulled from a Forbes article written by Carolyn Howard, sums up the heart and soul of disruption, one of the most quickly-growing development strategies to date. We see it all the...
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Key Principles for a Solid Data Security Plan | Defined Ventures, Inc.
In today’s digital atmosphere, paying for things online is commonplace. Smart consumers focus on taking steps to keep their personal and financial information private and secure when conducting online transactions. Businesses that offer online payment transactions must also be diligent with their Internet payment technology and ensure their customers feel confident in submitting information. Based...
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6 Ways to Supercharge Workplace Productivity | Defined Ventures, Inc.
Keeping your team productive while at the office comes with it’s own benefits and challenges. On the plus side, you have your entire time operating under one roof, making communication readily available. You can hand off physical items, and clarify much easier when in-person. However, working in an office environment comes with it’s own set...
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VPS vs. Dedicated Server: Which Hosting Option Is Right for You? | Defined Ventures, Inc.
Your business’s website can make or break your company’s success. Before you can launch it, however, you must decide what kind of server you want for your website. You can make the best decision for your company and your budget by discovering the pros and cons of virtual private and dedicated servers. Virtual Private Server...
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Latest News on Podio's Calculation Field Delays | Defined Ventures, Inc.
Podio calculation fields can be used to take the platform to the next level. These field types are not just simple math; they allow an experienced user to use a simplified version of JavaScript to all kinds of things. They can be utilized like a conditional statement – only pulling the needed information into a...
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You may have heard the term ‘CRM’ float around. But what does CRM actually mean? CRM stands for “Customer Relationship Management [System]”. Simply put, it’s the software that you use to manage everything related to your customer and their experience. CRM is also a broader term used to refer to your management software as a...
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You know you need to get your business organized. You may have even researched some new business management software options. Like us, you probably found some good options, but each one either doesn’t quite have all of the features you need or comes with extra features that you’ll never use. We’ve been there. That’s when...
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Simply put, PandaDoc is a document management system. And it’s awesome. What is PandaDoc? I bet you didn’t know you needed a document management system. Imagine being able to collaborate with your clients on quotes, proposals, and contracts. Think Google Docs, where employees and clients can add notes, questions, and comments to branded documents. Every...
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We are a team of business consultants, software engineers, and designers, that help stressed-out businesses strategize, streamline operations, and automate processes.