I remember it like it was yesterday, but it was 20 years ago. As I approached my boss’s desk, I saw her do something amazing: she made a smaller window appear on top of her screen, displaying the icons of her open applications. She quickly toggled and selected another. In an instant, she’d gone from Outlook to Excel. No mousing around, no hunting to open the app. I squawked. What the heck was that? That, my friends, was my alt-tab Eureka! moment.

Identifying the attributes that constitute a qualified lead can be a complicated process, especially if your product caters to a wide variety of customers. Your sales reps need a clear and structured strategy to ensure their lead qualification process is both consistent and reliable. A lead qualification checklist establishes the criteria and step-by-step framework your team needs to ensure the leads they work have the highest probability of becoming future customers.

As your company grows, and departments become more specialized, teams can lose sight of overall performance. A dashboard is a great way to present the “pulse” of your business, and keep your team in the loop. Plus, it saves you from creating reports, which are often overlooked or out of date by the time people read them. But what aspects of company performance should you and your team be tracking?

Freshbooks is a cloud-based software that provides accounting services to its users. The application is geared towards small businesses and self-employed professionals, enabling them to track their financials by logging on to their accounts. At its core, Freshbooks is a straightforward application that eliminates paperwork by automating tasks like invoicing, organizing expenses and client follow-ups.

Businesses are using more tools than ever to get their work done. As our customers deploy more and more apps to solve ever-emerging challenges, it becomes increasingly important for us SaaS companies to make it easier for those apps to work together and to create a platform where work is centralized. That’s why our mission is to provide an integrated work management platform where customers can manage their end-to-end workflows.

Lots of companies say they’re customer focused. But are they really? The fact is, most companies think more about profits than how they treat their customers. That makes sense on the surface–after all, any business needs to be profitable to stay afloat. But in the long run, it’s much healthier for the bottom line to put customer needs in focus. A single angry customer can create a social media firestorm with a complaint.

Apps from Donut, Drift, Halp, Simple Poll and Zapier have seen home run upgrades, courtesy of their new home tab in Slack

Mortgage like other financial services involves meticulous bookkeeping and outreach. Mortgage CRM tools and Automated Mortgage Marketing and Management tools are disrupting the mortgage market. The accelerated rise in automation and digitization in the mortgage process has already become the norm for the progressive real estate and loan professionals operating in the mortgage market.