Teams | Collaboration | Customer Service | Project Management

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What is StartingPoint and How We Help Service-Based Companies and Teams

Companies lose more than $75 billion per year due to poor customer service and low customer satisfaction. StartingPoint is the solution for service-based businesses between 2 to 30 employees to solve the challenges in client engagement and customer service. Developed with AWS and IBM Cloud, StartingPoint is the solution for service-based companies and teams. Industries we can specifically assist are accountants, bookkeepers, CPAs, real estate brokers, mortgage lending brokers, independent insurance agents, consulting firms, and business managers.

Nifty Tutorial: Task Management

Bring order to your team’s workflow with Nifty Tasks! Tasks can be as simple as a do-item, or a fully rigged out journeys with a description, a due date assigned subtasks, and attached files & docs. Additionally, tasks have a collaborative comment section to consolidate feedback. If you’d like to keep this task private from project Guests, Members, or Admins, simply hit the Hide Task button! And don’t forget to tie a task to a Milestone to automate milestone progress tracking and the impact on greater project objectives!

The keys to excellent internal help desk management

Businesses are laser-focused on customer experience and customer service today. And as work transitions from in-person to remote, customers are heavily relying on digital channels for help. This is no different for your employees — they need digital internal help desk solutions now more than ever. Companies are leaning even more heavily on technology to keep their customers and employees connected while the world is in survival mode.

May 2020 Version Update: Introducing Expenses And More

Now that we know a number of meetings could have just as easily been emails, a vast majority of emails could be skipped altogether by managing your business with the help of Scoro. With this update, we’re adding a brand new tool to Scoro for handling various business expenses. In addition, we’re upgrading the Planner for even more convenient work planning, and making additions to Zapier for creating custom workflows to further increase work efficiency.

5 ways to build trust for your online shop

A guest post from Alon Eisenberg at Trusted Shops. Building trust for your website is essential to building a loyal customer base. Why? Simply put, trust is the inspiration people need to enter their credit card information on your website. Unless you’re Amazon or another really famous brand, there will be some level of hesitation from shoppers when they visit your shop for the first time.

Enabling the Remote Workplace with M-Files: Valeo Financial Advisors

The world changed in 2020. Companies face a new reality where work is done from kitchen tables, spare bedrooms and home offices. Remote work went from a nice perk to a mandatory directive. Future-proof your business by enabling secure access to documents and information while minimizing risk with M-Files. M-Files ensures the efficiency and productivity of your team, no matter where they are - their home, the hotel, the office, the airport, a coffee shop... anywhere.

Introducing Status for remote work

When you’re working remotely, keeping your stakeholders informed on the progress of your work becomes even more important to keep teams in sync and projects moving forward. Workers use an average of 10 different tools throughout the day, and any one of them might contain the information you need for your weekly status update. That’s why we’re excited to announce our new Status feature.

How to navigate the lasting impacts of COVID-19 on customer support

Forget what you think you know about customer support, for now. In just a few short months, COVID-19 has transformed the way businesses and customers interact. As customers, we’ve heard from just about every company we’ve ever done business with. Remember that hair salon you went to in college? How about that time you bought dad new grill equipment from an online supplier? One after another, subject lines read like concerned emails from friends.