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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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How to Hold a Successful Project Debrief

Jen Lawrence

When wrapping up a project, it’s easy just to let the work be marked “completed” and move on to the next big thing. However, a project debrief is essential to learning from the experience and growing as a team. Conduct a successful Project Debrief by setting aside the time to review and discuss.

Agenda 52
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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.

Payroll 52
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Feeling unappreciated?

Practically Perfect PA

but then I put the Practically Perfect PA survey out there. I wanted to share some of the survey responses with you today. I sometimes would like to be a project manager or be able to take decisions. With a mix of formats, the conference will focus on best practice and learning form other assistants.

2014 100
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The Most Important Trait To Boost Your Productivity

Productivityist

To receive a free copy of the Career Advancement Toolkit, join the Project Management Hacks email newsletter. The key to advanced productivity lies in the power of learning. Back in 2011, I took the time to learn new techniques in Microsoft Excel through a course. The value of learning is very clear.

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Drew Jones | Creating a Culture that Inspires: The Impact of Authentic Leadership and Core Values

Allwork

What you’ll learn Discover the profound effects of remote and hybrid models on organisational culture. Learn about the immense potential of AI in stimulating cultural dynamics within organizations. Because at heart, culture is about adapting and learning and sharing information. Welcome to the future. Work podcast.

AT&T 246
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Pipedrive vs. Trello: Which kanban board software is right for you?

BMT Office Administration

Are you a fan of kanban-style task management features to visualize workflows and customer leads? If so, two project management tools lead the fray — Pipedrive and Trello. From assigning and monitoring task progress to customer relationship management, both Pipeline and Trello offer unique advantages for both. Prospector.