article thumbnail

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
article thumbnail

What Are 5 Components of Emotional Intelligence & How Do They Shape Your Future?

Success

Rather than becoming angry, hanging up the phone or ending the business relationship on impulse, the self-regulated entrepreneur controls their emotional impulses and approaches the situation more strategically. The product, price and speed of delivery are each excellent, yet their customer service could use some improvement.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

New Bioteams Project Management Video

BioTeams

A short Bioteams video interview has been published by Bas de Baar on Project Shrink where Bas and I discuss some of the most common questions about bioteams projects such as team member alignment and is there a role for a project manager in a bioteam (Yes!).

article thumbnail

How to Stand Up for Yourself

Success

He suggests trying things like calling your cable company and asking a phone rep to waive a late fee. When you decide to speak up about an important matter, is phone, email or face-to-face best (assuming you have options)? Allow your body to adopt that position, even an extreme form, then you can deliberately change that body position.

article thumbnail

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
article thumbnail

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. Legal issues and concerns over webcam surveillance.

Filing 52
article thumbnail

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. Create email signatures for new emails, replies, and from your phone that include, at a minimum, your full name, email address, and phone number. Let’s be honest, emails will always be a bit of a pain.

Email 52