Automate as many non client facing tasks as possible. Build into your workplace a culture of kaizen, continual improvement and incentive your staff to automate the parts of their job that don’t provide client-facing value. Whether it’s filtering emails, task management automation, automated messaging, helpful notifications or others, create a workplace whether ideas are shared, …
From our research, we found that the following were the best recruitment agency management software programs on the market: Recruit CRM (simple) – $25 per user per month Recruiterflow (best design) – $49 per user per month under the Agency plans Top Echelon (most features) – $65 for first user then $30 per user ongoing Vincere (comprehensive) – request …
We were looking for a simple way to sync data from a Typeform to our client’s CRM, Podio. To do this, we had the form data sent using the Sender Notification feature. We were able to bring across three fields of data using the Subject, Body and Attachment. For more details on emailing data from …
Based on the information you’ve provided, it looks like you’ve got two options when looking at pairing up designers with clients wanting design services through a lead matching app. You mentioned that you’d like to sort the applicants by proximity to their designer so you may want to use a lead matching directory feature like …
Fundamentals: Next Action Step
David Allen, the author of Getting Things Done, coined the term to describe one of the core steps of his “fundamental process”:
(except from “The Personal MBA: A World-Class Business Education in a Single Volume” by Josh Kaufman)
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Rules for automation
Automate as many non client facing tasks as possible. Build into your workplace a culture of kaizen, continual improvement and incentive your staff to automate the parts of their job that don’t provide client-facing value. Whether it’s filtering emails, task management automation, automated messaging, helpful notifications or others, create a workplace whether ideas are shared, …
What’s the best modern recruitment agency software to use?
From our research, we found that the following were the best recruitment agency management software programs on the market: Recruit CRM (simple) – $25 per user per month Recruiterflow (best design) – $49 per user per month under the Agency plans Top Echelon (most features) – $65 for first user then $30 per user ongoing Vincere (comprehensive) – request …
Sync form data without using Zapier (or an API)
We were looking for a simple way to sync data from a Typeform to our client’s CRM, Podio. To do this, we had the form data sent using the Sender Notification feature. We were able to bring across three fields of data using the Subject, Body and Attachment. For more details on emailing data from …
How do I build a lead matching app with auto-matching of users & providers?
Based on the information you’ve provided, it looks like you’ve got two options when looking at pairing up designers with clients wanting design services through a lead matching app. You mentioned that you’d like to sort the applicants by proximity to their designer so you may want to use a lead matching directory feature like …