Track Your Business Tuesday (Project Tracking)

Having software to setup and track your projects has several advantages.Makes sure projects are setup and stay in line to match your processesEnables resource (people / equipment) allocation and planningProvides real-time and accurate project status and WIP reports / dashboardsAutomatic notifications based on KPI, SLA, project status and profit triggersEnables project analysis based on people, […]

Track Your Business Tuesday (Quote Builder)

Having software to create and track your quotes has several advantages.Takes less time to create a quoteQuotes are consistentAutomatic tracking and sets up follow up actionsProvides more analytics of what is getting approved versus not sellingSaves time by integrating with DocuSign or similar software for signaturesIntegrates with inventory to tag items as possibly sold / confirm […]

Track Your Business Tuesday (Marketing)

Whether you do your marketing in house or outsource it, the first thing that must be done is set your KPIs / goals.  For example, if you are spending money on Google Ads you want to make sure you are doing the following.Setup a Google Analytics accountLink your Google Ads account to your Google Analytics accountSet your […]