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Tips & Tricks
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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Join the thousands of realtors, brokers, and agents that use Podio to manage properties and clients. With Podio, you can streamline your processes on the go using the Podio App. The best part: it’s free to get started. With Podio’s Real Estate App Pack, you can begin organizing your time, employees, clients, and properties. Simply...
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Boost your commerce sales and web presence by integrating Shopify with your existing system. Automated Accounting Information Simplify your data flow and cut down on human error by creating an automation that imports your online store’s revenue into your accounting software. Use the Quickbooks app in Shopify to automatically post your revenue from the sales...
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Automating your workflow can save you hours a day on clerical work.  What are automations? Simply put, automations are actions that your computer does instead of your employees. Are there any time-consuming, mundane tasks that eat up your employees’ time? Identifying these tasks is the first step in integrating automations into your workflow. Take a...
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A new Google Docs phishing scam is making the rounds and is very well disguised. What is phishing? Phishing is the attempt to gain access to sensitive information through disguised sources. You may see this on Facebook from time to time (my grandmother falls for them hook, line, and sinker). Phishing attempts are usually easy...
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Whether you travel for business or pleasure, here are our top three customer loyalty programs. Is there a great one that we missed? Let us know. hotels.com There are plenty of hotel sites out there – Priceline, Expedia, Booking, just to name a few. They all have customer loyalty points, but hotels.com is the best...
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This past week, Google launched their newest Google Optimize feature, which allows A/B testing and tracking. This new feature is in beta testing and you can sign up for it here. This allows companies to track the success of different components, from call-to-action placement to body copy. It got us thinking, why is A/B testing...
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Because identity theft can happen to anyone. Have you had the same password for years? Do you have that one password that you use over and over again? Do your Facebook and bank account share a password? If you’ve answered yes to any of these questions, it’s time to rethink your security. Before you roll your eyes...
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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.