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5 Ways to Increase Your Team’s Efficiency

Updated 03/02/2021 Delight your clients It costs five times more to obtain a brand-new client as to retain a current one? Conquering client churn will secure your team stronger success, and with satisfied clients greater inclined to introduce your company … Read More

Workflow and Business Efficiency – 5 Strategies You Ignore at Your Peril

Updated 27/01/2021 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 … Read More

Improve your productivity (by improving your workflow)

Updated 20/01/2021 Improving your workflow If you have read our first guide, ‘What is a workflow?’, then you should now know what it is and have your current workflow(s) documented. If not, please have a read of that first, and … Read More

What is a workflow (and why is it important to your business)?

Updated 13/01/2021 What does workflow mean? You have probably come across the term ‘workflow’ and wondered what it means, and how is it important to my business. A ‘workflow’ is very simply a set of steps that go together to … Read More

Excellent Business Process Automation

Updated 06/01/2021 Automating the processes, that make up your workflow, is a great way to boost productivity, facilitate growth and focus your energy on providing excellent services. Real-time Monitoring Keep a close eye on the work streams you need to … Read More

Workflow Prioritisation with Swiftcase

Updated 30/12/2020 Keeping your tasks in a manageable, doable, prioritised and SLA-monitored list can help you to focus on the work you need to do, so, that you are your most productive. If you need accurate and well-designed Workflow Prioritisation, … Read More

10 ways automation can improve your productivity – Part 1

Updated 23/12/2020 Automation and ‘robots’ are becoming high-profile subject matter across recent news stories and political commentary. Fear over automation leading to ‘robots’ taking over professional work, in the same way as the industrial and digital revolutions affected manual workers, … Read More

10 ways automation can improve your productivity – Part 2

Updated 23/12/2020 Following on from last week’s blog on the subject, we look at five additional ways in which automation can improve your productivity. 6) Cut forms down to size When gathering data required there can be a mass of … Read More

How do I create, edit or delete an email template?

Updated 16/12/2020 Creating a template When creating your own tasks using the workflow builder, one of the options available is to have emails automatically sent out when a task reached a specific status, however, this requires you to have created … Read More

Maintain excellent customer relationships

Updated 09/12/2020 Maintaining a good relationship with your customers allows you to be more profitable, with it being much harder to gain a new customer than retain an existing client. Keep track of your leads as they progress from initial … Read More