Nutshell reports small businesses can successfully implement CRM systems with a user-friendly approach, strategic planning, ...

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. Customer relationship management (CRM) implementation is a 10 ...

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There are best practices, standard operating procedures and several types of processes in the business world. Processes help maintain order and provide guidelines for a smooth workflow. They are what ...

Effective pre-implementation planning is critical for successful adoption of intelligent process automation (IPA). The comprehensive IPA pre-implementation framework outlined in this document provides ...

Isolate one, two or, ideally, three enthusiastic staff members who are willing to learn new skills, are good at understanding ...

Workflows exist in every business — including accounting firms. Some are tremendously complex and intertwined, while others are simple and direct. For most firms and their clients, there are workflows ...