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We’ve recently introduced the capability for you to create your own workflows using our latest feature: the workflow builder. Accessing The Workflow Builder To access the workflow builder, you first need to have the correct permissions granted (these are set by your account’s internal admin) then navigate using the left-hand menu to Admin – Workflows…

Bulk email is email that is sent to a large of number people. It is usually a marketing email sent to prospective clients that advertises a company’s products. It may also be an email sent to a company’s current clients advising them of new products or special deals. The emails may also be informative, advising…

“Cash flow problems mean a business spends more than it earns”[1]. In 2016 SmallBusiness.co.uk reported that 54% of Small and medium sized enterprises identified cash flow problems as one of the biggest obstacles to business growth[2]. Cash flow problems occur when expenses such as rent, pay roll and supplies is more than sales. The problem…

If you’re looking to increase market share, or turn around a stagnant business, then introducing new products or services could be the answer. But there are a number of factors to consider beforehand to ensure your best chance at success. Attract new custom From your experience and knowledge of your business sector, as well as…

Optimise Processes Get the right tasks, to the right people, at the right time. Sync specific jobs with people, who are both available and have the necessary skills. Improve your productivity, by improving your workflows. Cut any unneeded steps, and run processes simultaneously, to reduce the time taken to complete tasks. With workflow management software…

The essential foundation of good customer service is a thorough understanding of who your customers are, and what it is they want from you. What’s the most effective way of achieving this, and seeing concrete results? Understanding customers Collecting relevant, accurate information about your existing customers is the first step. Looking at the goods and…

Complying with regulations imposed on your business can be expensive and time-consuming, often threatening future growth and profitability. The law may require you to gather and track data, compile reports, or even change your business structure and practices entirely. Compliance is an industry in itself, with consultants and lawyers providing advice and counsel for business…

Operating with high overheads is one of the major impediments to growth facing small and medium-sized businesses. Regardless of productivity or profitability, a certain proportion of your revenue will automatically be given over to rent, utilities, administration and taxes. Even if you are able to optimise your business processes to provide better services at a…

Managing risk should be a priority for any company, regardless of size or industry sector. Most business owners and managers are aware of some of the potential threats to their productivity and revenue, but have not yet put a coherent structure in place for dealing with them. Risks need to be identified, evaluated and prioritised…