Search

Your search results for process

Showing 1-4 of 4 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. 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

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

   General practice

   23rd Jun 2022 | Industry insights

4. Anatomy of Workflows - What are they, really?

   General practice

   ... whether they know it or not! A workflow is a procedure to process work, so everybody does it. However methods vary ... It’s faster to use “off-the-shelf” workflows to process regular endlessly recurring jobs. Such workflows ... When the status becomes “Books Received” the action to process the job appears in the action list of the person ...

   25th Apr 2022 | Industry insights