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Your search results for process

Showing 1-10 of 17 results

1. How to improve sales and marketing with CRM

   General practice

   ... Istock 1092645766 The pattern of most sales is a 3 step process. Initial Contact Send Quotation Follow Up Many sales ... essential to have custom statuses which suit your sales process. CRM  shows reports of all Sales Opportunities and ... Records ID data The prospect is moved from the sales process into a streamlined Practice Management and Email ...

   6th Jul 2022 | Industry insights

2. How you can support your charity clients as an accountant

   General practice

   ... means that you can easily stay on top of deadlines and process data efficiently and accurately using our powerful ...

   5th Jul 2022 | Industry insights

3. These flaws in client filing cost you thousands. Here’s how to fix them.

   General practice

   ... Quite a lot! It’s likely you’re using a three stage process which puts the output first: Create the output Find ... The Logical Office way is a streamlined two stage process avoiding these problems: Find the client file/folder ...

   24th Jun 2022 | Industry insights

4. Making Tax Digital for Income Tax Self Assessment (MTD ITSA)

   General practice

   ... research? Perhaps they’ve invested in a new product, process or service, or substantially upgraded an existing ...

   1st Jul 2022 | Industry insights

5. RELEASED! Logical Office V10 Conquers Email Chaos and Deadline Drudgery

   General practice

   23rd Jun 2022 | Industry insights

6. Customer Onboarding - Our Experts Show How to Get It Right

   General practice

   ... overcome them. We’ll discuss how to create a repeatable process that guarantees customer satisfaction and loyalty. ...

   13th Jun 2022 | Industry insights

7. How to Reduce Costs in your Practice

   General practice

   ... a look at the time it takes to accomplish each part of the process. Does this vary with each client? If so why? Discover ... start to explore the different ways you could change your process to make it more effective. By breaking your workflow ...

   23rd May 2022 | Industry insights

8. How to create an effective workflow for your bookkeeping practice

   General practice

   10th Jun 2022 | Industry insights

9. Master your digital future and MTD

   General practice

   ... potential obstacles. Every team member is critical, and process needs truly connected. Value your service You are the ...

   30th May 2022 | Industry insights

10. HMRC has suspended some R&D tax claims pending review

    General practice

    ... for updates on the status of their claim. To help HMRC process R&D tax claims promptly, all entries on the R&D ...

    27th May 2022 | Industry insights