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Bring Your Own Device to Work | Bill Oliver – Global Executive Advisory Council Member

In May, Bill Oliver of Oliver Advisory Group joined the 3Sixty Insights End-User Global Executive Advisory Council (GEAC) Symposium to share how organizations should be approaching their corporate policy and strategy around employee usage of personally owned devices for work-related activities. In this video Bill covers: What exactly the term Bring Your Own Device (BYOD) means Why it makes sense and what devices are considered personally owned The risk of having these devices in play What a BYOD should policy cover Training and education organizations should be deploying

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The Importance of Customer Support to Keep a Business Financially Viable

We recently wrote about the importance of delivery in keeping businesses afloat, arguing that maintaining your current customer base is in many ways even more important than winning new business. After all, you have already put in the work to win your clients over, and if you disappoint them now, you risk losing them. While your leads represent potential, your customers represent an investment you have already made. Maintaining the good will of your current customer base should always be your top priority, and support is a critical component of customer satisfaction. We have seen many organizations prioritizing outsourcing and automation in recent years, and we agree, efficiency is great—unless it comes at the cost of customer support. As customers of other organizations ourselves, we […]

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CRM the Equivalent of a Paperweight in Small Businesses

Let’s first start with a few reasons your team might not be using the system: Lack of Management Use – That’s right: they learned it from watching you. At times, we do see various teams making an honest effort to use the CRM tools in the way they are meant to be used. However, over time, the team has begun to notice the management team’s lack of use. The question of, “Why bother?” then comes into play. As an example, a core use of CRM is around sales pipeline management, but what is the point of keeping a CRM updated when sales leadership continues to run around asking reps for pipeline updates via email, scratch sheets, or Excel spreadsheets instead of running reports with the […]

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How to Make CRM Play a More Important Role in Your Small Business

Most CRM systems these days such as: Salesfore.com, Zoho, SugarCRM, Infusionsoft, and HubSpot are highly customizable, yet, even at their bases, they have enough capability to have significant impact on your business and efficiencies within it. In spite of this, you wouldn’t believe how many small businesses still run their firms with a piece of paper or Excel spreadsheet! What is even more unbelievable is that most small businesses have some type of CRM within their organization, but it sits to the side like some leftover desktop computer from the 90’s collecting dust. When used properly, CRMs can be one of the most useful and time saving tools within your business. In this article, we will cover how a CRM can be used to optimize […]

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