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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.

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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”?

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An Admin’s Guide to Documenting Systems

All Things Admin

However, because systems are so automatic, many people don’t have them documented. So why should you document something you already know how to do? Documented systems: Allow someone else to fill in for you. A documented system allows you to mark your place so you know exactly where to begin when you return to it.

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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. That is unless you’ve yet to upgrade to a project management app, in which case you’re still stuck with the hassles of managing projects across multiple locations.

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Your Roadmap to Effective Office Systems

All Things Admin

A system contains all the information you need to handle the accounting functions for your job. Procedures, forms, and checklists combine to create systems for how you get things done efficiently. A good system is documentable, sharable, and repeatable. Project management. Systems have many benefits.

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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. With proper form, you can set clear expectations about the content of your email and the action needed from the recipient, cutting down on delays and confusion.

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3 Tech Tools to Improve Your Organization’s Efficiency

Office Dynamics

Salesforce cites data from a paper published by Forrester stating that 42 percent of customer service representatives are unable to efficiently deal with customer issues due to outdated user interfaces and other forms of archaic systems. Part of the Google App suite, Google Docs is one of the best shared online document programs out there.