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best practices

Follow These Tips to Select the Best PSA Software for Your Integration Business

Rapidly adopting technology for its own sake without a thorough understanding of your organization’s challenges is a recipe for failure Many organizations rush into company-wide software implementations, mistaking them to be a panacea for whatever ails them, when instead they … Read More

Closing the Loop with Client Surveys

Closing the Loop with Client Surveys

Client surveys can help integrators maintain customer relationships When we speak with integrators about client surveys, we often hear, “We don’t use them anymore because people don’t return them.” Or worse, “We get some back, but nobody reads them.” And … Read More

Common Security Challenges with a Remote Workforce

4 Common Security Challenges with a Remote Workforce

Some security challenges never change, and this remains true with the shift to a remote workforce. Human fallibility is always in play, even the most secure systems come with inherent risks, and bad actors will eternally seek out any and every … Read More

Does Your 2022 Budget Hold Water?

Does Your 2023 Budget Hold Water?

As many integration firm owners finalize their 2023 budgets, they have to ask themselves: “Does this budget hold water?” “Will these assumptions and projections float … or will they sink like a stone?” To solve this buoyancy issue, integrators should … Read More

3 C's of Change Management

The 3 C’s of Change Management

Often, when an organization embarks on a large-scale culture change or transformation, there is so much detail and information to digest when there is only one thing the people involved really want to know: “What does that mean for me?” Before … Read More

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How to Keep a Project on Course

If all projects are different, what is the best way for integrators to keep a project on course? All integration projects are unique, and there’s no two alike, right? Yes, all projects contain uniqueness and uncertainty. But there is also … Read More

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Measuring Customer Profitability

Are Your ‘Best’ Customers Your Most Profitable? On this episode of ClearTalk, our CEO, Brad Dempsey, is joined by Brad Malone and Joel Harris from Navigate Management Consulting to talk about customer profitability. Are your best customers sometimes your worst … Read More

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How Do You Manage a Remote Workforce?

One consequence of the COVID pandemic is that managers have had to deal with a new, and to many, a daunting challenge: learning how to manage a remote workforce. What are they doing? Are they really working or have they … Read More

Customer Success Manager Is One of Solutions360’s Most Innovative Roles

Meet John Lyall, Customer Success Manager at Solutions360. The idea of a Customer Success Manager is a relatively new development, that is rapidly changing and evolving our customer relationships. John meets with Solutions360 customers to understand their needs and help … Read More

5 Actions Productive People Take That Most People Don’t

If you want to reach your goals, surround yourself with productive people. It will only be a matter of time before their good habits rub off on you. Two and a half years ago, I made a decision that would … Read More