Question: I need help with developing detailed business processes for business development from lead generation to closing a sale. We are now using Zoho CRM and there is great potential for automation. I need someone to help map out all processes based on key activities and then we will identify processes that can be automated. We are in the training and consulting business.
What systems and processes would you recommend for streamlining these processes?
Answer: What did we recommend? Get in contact to discuss our answer and how it can apply to your business.
Further Details: I’ve been considering using Asana in my building business but I’m open to suggestions. Ideally I would like the following: To be able to track hours everyday for my 5 workers and on what jobs they work on. We have 5-6 jobs going at anytime. I currently use a spreadsheet for every job …
Question: I am looking for advice on setting up a simple sales order – form/catalog/landing page/B2B/B2C which enables wholesale and retail customers to easily place office stationary orders. My client (sole owner of one store) is not allowed to have an E-commerce store, as he is part of a franchise group and hence bound to a …
There are plenty of options for esignature software solutions and many are set up so that you upload a document or use a document template to add signature fields and then send to a single signee or a small group of signees. As part of our systems advice work, we’re often looking for ways to …
Training & consulting business development process
Question: I need help with developing detailed business processes for business development from lead generation to closing a sale. We are now using Zoho CRM and there is great potential for automation. I need someone to help map out all processes based on key activities and then we will identify processes that can be automated. We are in the training and consulting business.
What systems and processes would you recommend for streamlining these processes?
Answer: What did we recommend? Get in contact to discuss our answer and how it can apply to your business.
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Further Details: I’ve been considering using Asana in my building business but I’m open to suggestions. Ideally I would like the following: To be able to track hours everyday for my 5 workers and on what jobs they work on. We have 5-6 jobs going at anytime. I currently use a spreadsheet for every job …
I Need Help With An Online Sales Order Form/Catalog
Question: I am looking for advice on setting up a simple sales order – form/catalog/landing page/B2B/B2C which enables wholesale and retail customers to easily place office stationary orders. My client (sole owner of one store) is not allowed to have an E-commerce store, as he is part of a franchise group and hence bound to a …
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There are plenty of options for esignature software solutions and many are set up so that you upload a document or use a document template to add signature fields and then send to a single signee or a small group of signees. As part of our systems advice work, we’re often looking for ways to …