Automate Customer Onboarding Process

Automate & Optimize Your User Onboarding Process

Automating your processes(1) can help drive down costs, boost success rate, and increase the efficiency of the workflows in your business. In this post, I’ll break down every step along the way to setting up an integration between Process Street and ClicData, using the client onboarding process as an example. The goal is to set…

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Business KPIs – What's The Key, The Performance and The Indicator?

Here are some actual replies from friends and colleagues when I asked them to quickly provide a real Marion Webster-like definition of “Key Performance Indicator”; here are the answers to that question. “The sales & marketing metrics used to track progress.” … Frank, Dir of Sales, Telephony Company “What Management Tracks to cover their ass,…

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Top 15 Marketing Kpis Small Business

The Top 15 Marketing KPIs for Small Business

No business owner or manager wants to waste time, money, or resources on marketing activities that aren’t performing. By tracking marketing key performance indicators (KPIs), your company can learn how to fulfill your marketing goals most cost-effectively. And while digital marketing has become something of a science these days, that doesn’t mean you have to…

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Automated Project Reporting

Dreaming of automating your projects reporting?

Project management comes with a myriad of challenges, as most know. One of the biggest problems in the sphere is reporting. Reports are an integral piece of project management – it keeps everyone aware of time spent, deadlines and overall progress and is an essential tool for communication between parties. However, article after article, such…

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blog-top-sales-kpis-debate-clicdata

The Great “Top Sales KPIs” Debate

Living a life in sales can be interesting. For one thing, everyone’s got an opinion. When your sales are slumping, everyone’s got a perspective about why—whether or not they are familiar with your product line or even with sales in general. When your sales are underperforming, then people are eager to give you their in-depth…

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Best Dashboard Solution Ecommerce

Best Darn Dashboard Solution for E-Commerce

If you run a small e-commerce business, there’s no denying the fact that you need a fully functioning dashboard solution to keep you in control of your business performance and give you a competitive edge in the marketplace. Whether you just launched yesterday, or you’re an established enterprise with a well-respected footprint, the breadth of…

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Relying On Excel Can Cost You

Relying on Excel Could Be Costing You Big Time

Since it came to market in 1985, Excel has been the runaway go-to solution for personal and business use. It seemed to be able to handle it all, from calculations and schedules to budgets, projects, charting, planning, forecasting, and more. Large businesses have used it to analyze data, calculate and chart performance metrics. But if…

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why-small-businesses-need-business-intelligence-tools

BI for Small Business: Getting Your Data to Work for You

For decades now, business intelligence—the strategies and technologies that organizations use to analyze and understand their data—has long been considered the domain of big business. While the technological advances of BI tools have allowed large organizations to leap forward in profitability and market responsiveness, most smaller organizations have sat by, often assuming that BI solutions…

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Get The Most Out Of Dashboard Kpis

How To Get the Most out of Your Dashboard KPIs

One of the greatest advances in business management is the presence of BI dashboards to display business performance metrics at a glance, and often in real time. Dashboards are a versatile, mobile, and visual method to convey the KPIs—key performance indicators—that organizations can use to monitor their progress towards achieving business objectives on a variety…

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