3 Important Workflow Management Tips for Small Businesses

Date: Dec 18, 2014 8:34:00 AM

When people hear words like "workflow management," their brains often shut down, as if this phrase is the equivalent of other troubling phrases like "coffee machine broken" or "tax season again."

Here's the thing: workflow management is supposed to make our lives easier, especially for those of us in small business. While it might sound like jargon and seem overwhelming (at first), workflow management, when done right, can dramatically…

  • Increase efficiency

  • Decrease costs

  • Reduce redundancies 

That all sounds pretty good, right? So let's discuss three important workflow management tips that make sense for small businesses.

What Does CRM Mean to the Savvy Project Manager?

Date: Oct 21, 2014 9:03:00 AM

You're a project manager through and through. You're a multi-tasking maven. You enter and exit conversations with colleagues and customers seamlessly without breaking a sweat. You're a slave to your smartphone. You're constantly thinking two, three, and even six months ahead. You're a delegator, problem solver, and, occasionally, chief bottle washer, all at the same time.

The Best CRM Software Should Make the IT Department Happy

Date: Aug 11, 2014 8:30:00 AM

If you work in IT, you know it can be a thankless job. Too often, it feels as if your colleagues only talk to you when something is broken (email, laptops, phones, the coffee machine).

No one seems to appreciate the complexity of what you and your team members do, how keeping data and systems secure is a herculean task—a task that needs monitoring 24/7, 365 days a year.

So when someone from sales or marketing or wherever casually strolls into your pod and announces with excitement, "We need this super-duper new software," your spirits often tumble because you know it's not as easy as it sounds. After all, you'll need to…

What the Heck is a Sales Funnel (and What Should You Do with It)?

Date: Aug 4, 2014 8:30:00 AM

Raise your hand if you thought "funnels" were things used only for cooking. (Don't worry—it’s an honest mistake.)

OK, so here's the thing: A "sales funnel" is business jargon, but that doesn't mean you shouldn't understand it or know how to handle it within your own organization. Here's the scoop.

Sales funnels, defined.

First, imagine a regular old funnel, like the one you might use when you're cooking. Now picture yourself pouring a big bag of sugar into the funnel. And underneath the funnel is a measuring cup (because you're making chocolate chip cookies—nom, nom, nom!).