Teams | Collaboration | Customer Service | Project Management

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Introduction to Metadata Cards in M-Files | The Smarter Way To Work

This video will introduce you to the metadata cards, their benefits and how to use them in M-Files. Whenever you are saving information into M-Files you'll be greeted with a metadata card. You use this card to give valuable information about the document such as what it is, and what it relates to. Does your M-Files look different? - This video features the latest M-Files user interface (released in November 2022). Please note that the lessons in this video still apply.

Unlock better service with Atlassian Assist | Jira Service Management | Atlassian

Learn how Workato uses the Atlassian Assist Bot to deliver better service. Atlassian Assist is an Atlassian Marketplace app that allows you to capture, assign, track, manage, and report on requests in Slack or Microsoft Teams while syncing them with Jira Service Management Cloud.

5 strategies for getting clients to pay on time

When late payments are the rule and not the exception, the stability of your agency is at risk. Find out how to maintain cash flow with our five tips for getting clients to pay on time, every time. A recent Chaser study finds that 87% of businesses report that their invoices get paid after the due date. If you don’t have a system for ensuring clients pay you on time, you’re limiting your growth and sacrificing almost half your revenue.

Customer Health Metrics: Nurturing Customer Relationships

In today’s highly competitive business landscape, understanding your customers is not just beneficial—it’s critical for success. But how can businesses truly gauge the health of their customer relationships? The answer lies in leveraging data through customer health metrics. Welcome to our in-depth exploration of customer health metrics—the indicators that help businesses measure, interpret, and improve their relationships with customers.

Unleashing the Power of Appreciation: Introducing Simpplr's Employee Recognition Product

Remember a time when someone at work recognized you—whether for a routine effort, a significant achievement, or simply your dedication to the organization over time? Reflect on how that recognition made you feel. That’s the feeling the best employee recognition programs spark in those they shine a light on.

How to use the Pinned Tab in M-Files | The Smarter Way To Work

In this video, we'll go through what the pinned tab is all about and how to pin and unpin documents and other objects. Does your M-Files look different? - This video features the latest M-Files user interface (released in November 2022). Please note that the lessons in this video still apply. To upgrade to the new user interface, please consult your organization's M-Files Business admin to see about updating your M-Files application.

How Remote Workers Are Outperforming and How Insightful Can Help You Achieve the Same

Remote work has become the new norm, but is it efficient? Research proves that remote employees work longer and more effectively. Learn how Insightful's virtual employee supervision software and productivity tools can help your business harness the full potential of remote work.