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I need to develop an internal quoting tool for my staff

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Further Details of Question We are looking to develop an internal quote and followup system that is used in our main office plus external workers to produce quotes for our customers, and then provide followup prompts and tools for our salespeople. The key features we are looking for are as follows: 1) A database of our products with images 2) Facility to add products simply, as we sometimes quote...

The ROI on a more automated onboarding experience

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If you’re a believer in first impressions then you’ll know how important it is to onboarding new staff members well. You want new staff to bond with current staff and to get a broad overview of what they need to do and how they’ll do it. The onboarding experience for new staff doesn’t have to involve multiple staff members, piles of forms, new staff members wondering what...

About

For the past 10 years, we’ve worked with hundreds of clients and tens of thousands of students to help them get a clear picture of how to systemise their business. We’re not fans of spam, cheap mass-marketing tactics or automating your business to within an inch of it’s life. We are fans of a customer experience where humans deal with humans, skills are appreciated, personality is maintained and where clients get more value than they expected. We’re also fans of automating any process that doesn’t deliver client-facing value in a simple, easy-to-maintain way.

In a nutshell, we provide advice, implementation support & training to small to medium, service-based businesses to help them deliver a better customer experience & a more automated workflow. Everyone on the same page, moving in the same direction with a clear picture of who does what.
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