A client onboarding checklist will help to make client onboarding easy for both parties. There is no reason why client and customer onboarding has to be a laborious process. Utilizing the power of workflow automation tools like StartingPoint, you can transform your onboarding process into a streamlined workflow designed to enhance customer experiences. Have you considered enhancing customer experiences with an improved onboarding process?

With nearly all businesses going remote, it’s essential to have a remote work plan in place. An effective plan helps you deal with various aspects of remote work like managing work schedules, communication, and employee engagement. So with several things to cover, how do you create a plan that best suits your organization? In this article, we’ll explore what a remote work plan is and why you need it.

For busy customer service teams, every minute counts. So being able to save over 240 hours a month would count for a lot. And that’s exactly how much time customer service teams handling 20,000 support requests a month can save by using chatbots, according to Zendesk’s user data.

Over the past decade, all public services have faced digital transformation challenges and developed associated programs. Most of these initiatives have had to be driven by money – the need for efficiency, productivity, and income generation, in response to increased financial pressures and a decade of austerity.

Professional Services Automation (PSA) is a strategy that many companies have adopted to make service operations more efficient and people more productive. If you’re also looking to implement comprehensive PSA software in your company, take a look at our selection of the 12 best solutions on the market. Professional services automation is a type of software application suite that provides a service business with the functionality it needs to manage core business processes.

Interested in virtual office software? Remote work is a whole different ball game compared to regular office work. When you switch to virtual office space, you can’t just use the same tools as you did in the office. And, like any new team, your remote team is bound to face some challenges. That’s exactly why you need virtual office software. With a virtual office tool, you can ensure your team is working productively and creating the right virtual office environment.