Create automated processes

[Mostafa055]

The more automated the processes, the fewer questions and less ambiguity. For example, what happens when you sign a contract with a new customer? Create a process that is written and understandable for everyone interested: the sales representative updates the CRM, sends an email with transaction details to the manager, and an email with the relevant details to the customer's portfolio manager in your company, the customer portfolio manager opens a new project in the software he works with, the account manager contacts the customer about payment and issue an invoice , and so on.

In addition, there are a number of systems available today that can germany phone number streamline processes and create automated interfaces. You can read more about automation in our next posts (so if you haven't signed up for the newsletter yet, now is the time!).


9. Get rid of customers and people who are annoying and not worth your time
Do you have clients who call you every day and the situation is not improving? Sometimes it can only be beneficial to give up on a client. This point is important and relevant not only for clients, but also if you have vendors who talk more than they work, or if you like to waste your time every time before a new project or payment. This is also a sign that it is time to find another vendor.

10. Only those who need to attend a meeting should attend a meeting
Do you have a meeting with an existing/new client? You don't need to bring the whole department to the meeting. The same goes for board meetings.
Maintain a high level of efficiency so that only those who really need to be there are present. If someone in the meeting needs your help (or the help of another team member) for a certain part of the meeting, then of course that is possible and much more effective for all parties.

conferences