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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 Tech Tools Coming To Coworking Centers In The Future Of Work

Allwork

Coworking spaces aren’t meant to be invasive, but as employee monitoring technology and other forms of automated micromanagement become popular, coworking spaces may get a bit dystopian. For time-sensitive documents or deliveries, a fast-acting drone would be a massive benefit to any coworking space.

Legal 299
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Designing with Insight and Intention: Uncovering Behavioral and Functional Needs

Allwork

Nor are we big fans of using surveys to collect information about how workers do their work: surveys limit engagement, information sharing, and healthy debate and exploration. The optimal way to collect a team’s key collaboration activities is through transparent two-way dialogue and discussion-based focus groups, not surveys.

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Deepak Chopra Explains How to Take Control of Your Joy

Success

In 2021 when the General Social Survey asked participants whether they were happy, nearly 80% of Americans answered in the affirmative (either “very happy” or “pretty happy.). The evidence is well-documented by now. It was assumed that happiness didn’t need much thought, on the whole.

Lifestyle 278
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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. It’s the perfect system for your full project lifecycle, providing support with sharing documents, chatting, building task lists, and more. Learn more about ClickUp here.

Agenda 52
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5 Ways to Thrill Your Customers (Because a Thank You Email Just Doesn’t Cut It Anymore)

Success

In a study published in Psychological Science , Princeton psychologists Janine Willis and Alexander Todorov reveal that it takes only a tenth of a second to form an impression of someone when you first meet. During any transaction, survey your customer regularly. Two additional studies give us a whopping seven seconds.

Email 276
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BW showcases new Design and Build service

Workplace Insight

This forms part of the firm’s commitment to ongoing and dynamic investment in supporting future client relationships. This includes a ‘discovery’ element which covers due diligence/building surveys, environmental studies and key stakeholder engagement, a ’describe’ phase where testing, clarification and testing take place.

Budget 52