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Find a CRM (Client Relationship Management) System that Fits Your Needs

Stephanie LH Calahan

Finding the right CRM software/system -- like many purchases we make for our business -- is not always simple and I'm sure that I can't solve this question in one blog post. single entry from my mobile phone, online or via my email  integration with social media (e.g. vs accessing the web version on the smart phone.

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Leveraging Procedures for Effective Training and Onboarding

All Things Admin

You might be using a new phone system or dealing with new project management software. Here’s a glimpse into our comprehensive onboarding agenda: Introduction to Team Dynamics Schedule regular daily huddles in the initial weeks, adjusting to fewer meetings as the new hire becomes more integrated.

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Who Called? Use A Phone Call Log!

Professional Assistant Blog

Use A Phone Call Log! By The Professional Assistant on Thursday, October 09, 2008 Filed Under: MS-Excel , Organize , Productivity D o you find that when you receive phone calls or voice mail messages, you cant remember who called, what time they called, who they were trying to call, etc? Home About Me Advertise Who Called?

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Planner Or Tickler (1-31) File? - How to Use Both For Optimal.

Stephanie LH Calahan

Work With Stephanie « Cause and Effect - Productivity is an Action, Not a Result @QuietSpacing | Main | Organize Your Ideas and Watch Them Unfold » Planner Or Tickler (1-31) File? - Sometimes I wonder if I am duplicating my efforts by using a calendar and the tickler files. What are your thoughts in this area?

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Make No Mistakes With Meeting Request Attachments in Outlook 2007

Professional Assistant Blog

Home About Me Advertise Make No Mistakes With Meeting Request Attachments in Outlook 2007 By The Professional Assistant on Friday, November 20, 2009 Filed Under: Meetings , MS-Outlook Y ou sent a meeting request to a bunch of people. Retrieve Your Files with Ease Is You Boss Not Giving You Enough Work?

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The Admin’s Guide to Career Organization

All Things Admin

Go to your human resources department and ask to see your employee file so you can write down all of the job titles, dates, and salary details for each position you’ve held with your current company. You should have two versions of your cover letter – a formal one that can be printed and an electronic version for online submission systems.

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How to Stop Wasting Time – External Factors

Ian's Messy Desk

Incoming communication – You should work to manage of your incoming data with the fewest possible moves; including e-mail, voice mail, real-time phone calls and regular mail. If it takes less than two minutes to answer a message, do it then file or delete the message. File those that are just for information.

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