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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 Biggest Mistakes Made While Writing Emails that are Simple to Solve

Jen Lawrence

Like it or not, email is still our default form of communication and it’s not going anywhere anytime soon. Sure, you can add in various collaboration and communication tools, but you’re not going to completely get rid of emails. Too many new emails. Bottom line, you should have an email signature.

Email 52
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How to Stand Up for Yourself

Success

She’d made a small on-the-job error, and a library trustee known for her bullying manner sent a reprimand to Fanning’s personal email address, CC’ing it to the entire board. Fanning acknowledged the error, apologized and asked that work emails be sent only to her work address. Email has pros and cons, Paterson says.

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Getting the Most Out of Your Next Performance Evaluation

Office Dynamics

The meeting is typically a way to evaluate the past year’s project management, acknowledge achievements, receive valuable feedback for performance improvement and create new goals for continued productivity. Learning is always a win-win for an employee & manager and progress is easily tracked.

Goals 202
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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. An example would be call centers, where employee phone calls and voicemails were recorded and closely monitored to ensure their quality and efficiency. Well, that’s a classic form of employee monitoring right there. Employee monitoring methods for remote team members.

Filing 52
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How To Handle Hundreds Of Emails In Just One Hour

Productivityist

As a result, my email went from around 30 a day to well over 150. I already knew the theories of inbox zero, yet here I was, drowning in email. A few of the stupid things I tried to manage the e-mail: * Folders. . This made finding a specific email very time consuming. I review email twice a day now. The Process.

Email 40
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How to handle remote employee time tracking

BMT Office Administration

Now in 2023, it’s projected that 25% of the workforce will engage in remote work in one form or another. While that’s great news for employees who enjoy the increased flexibility of working from home, it poses a significant challenge for managers. In particular, you need answers to the following questions: Who are they emailing?

Payroll 52