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The Best Ways to Use CRM Forms

Jen Lawrence

CRM (client relationship management) forms are one of the most effective ways to gather or share information with a client. When used well, CRM forms can cut down on the number of emails and meetings you may have to have, as well as save your sanity by easily documenting details. . What do I mean by “forms”?

Forms 52
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3 Ways to Create a Better System for Information Management

All Things Admin

As administrative professionals, managing large amounts of information efficiently is crucial for ensuring smooth operations. Whether it’s handling emails, documents, or projects, having a well-organized system can significantly improve productivity and streamline decision-making processes. Here are two examples of this.

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How to Write an Effective Email Subject Line

Jen Lawrence

Over my 15+ years as an administrative professional and project manager, I found one tool to be indispensable for getting the answers I need and crossing things off my list. And that is… using the email subject line. Happy emailing! And it all comes down to a simple formula… CALL TO ACTION + DATE + DESCRIPTOR.

Email 52
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Trello vs. Monday.com: Which platform is best for task management?

BMT Office Administration

Cloud-based project management software has revolutionized how companies manage their workflows, time-tracking, and communications for years now. In short, gone are the days of keeping track of umpteen email threads and Slack chats to stay on top of your team’s progress. They can even aid in forecasting future growth.

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How to Hold a Successful Project Debrief

Jen Lawrence

Depending on the team dynamic, this may look like a survey form, contributing to a shared document, or simply sending an email to a point of contact. Share the feedback and wins via email, highlighting key contributions from the team members. Then consolidate all feedback to be reviewed during the session.

Agenda 52
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Your Roadmap to Effective Office Systems

All Things Admin

Procedures, forms, and checklists combine to create systems for how you get things done efficiently. They are a roadmap to your task or project that you follow every time. A good system is documentable, sharable, and repeatable. Project management. Systems have many benefits. Travel planning. Human resources.

Agenda 90
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Employee Monitoring: How to (and not to) track employee productivity

BMT Office Administration

The history of employee monitoring’s various forms. Well, that’s a classic form of employee monitoring right there. Post-COVID-19, many employee tracking software programs started popping up, allowing companies to track employee productivity , computer activity, emails, and even individual keystrokes.

Filing 52