Teams | Collaboration | Customer Service | Project Management

February 2021

How to Improve Customer Service: Top 10 Practical Tips

Like most business leaders, you want your company to provide a great customer service experience. You hope to respond quickly, have positive interactions with your customers, and give them the solutions they need. However, with customers being higher expectations than ever, and customer support teams being understaffed, this is easier said than done. If you’re wondering how to improve customer service in this salutation, then look no further.

5 Keys to Simple Project Management

Project Managers are presented with some challenging tasks which can hinder the success of the project. Some of the most prevalent challenges that keep project managers on the ball involve making sure the project is on track, within the assigned budget, keeping up with the project's pace, and managing resources.

6 Tech Tools to Streamline Your Remote Workflow

‍ Thrust into the unfamiliarity of remote work, a huge number of industries around the globe have had to adapt to life away from the office. COVID-19 has prompted a surge in remote work like we have never seen before, with much of the American workforce being left with no choice but to work from home. In fact, the pandemic has ensured that tech priorities shifted for 95% of companies.

M Files Admin: Creating a Document Review and Approval Workflow | Intelligent Information Management

One of the most used and needed workflows throughout all organizations is the document review and approval workflow, where documents start out in a draft state and then they go through review and then final approval. It's really easy to create this workflow in M-Files and it saves staff loads of time since they don't have to hassle with the messy process of emailing attachments back and forth and creating multiple versions of the same document

Introducing Email Notifications and Activity Reminders to Teamwork CRM

We are delighted to release the final piece of our notifications solution to Teamwork CRM with Email Notifications and Reminders. Until now, notifications were available in-app via the bell icon. To date this is how users received notifications for any changes to the deals they were following. However, there was still a notification gap to be filled. Once you were out of the application, you had no means of understanding how your deals progressed.

Why 'Set It and Forget It' Information Governance Matters More Than You Realize

Anyone who has ever spent an appreciable about of time working with business information knows full well that the sheer volume of content within their deployment is growing by the day. But at the same time, the variety of content is also on the rise — which can easily lead to governance issues before you know it.

Design Sprints with Miro: "Hacking" Templates to Achieve Your Goals

Ever feel like you're staring down the barrel at a difficult problem and just spinning? We did too. Enter design sprint methodology—and the daunting task of planning, organizing, and executing in an impactful way. A Miro template, plus a few tweaks, helped us minimize the overhead so that we could actually focus on the real problem at hand, rather than getting distracted by the process.

Post-pandemic trends from a futurist-what consumers and employees want next

We’ve heard it a thousand times: “the pandemic is unprecedented.” And it’s true—COVID-19 has changed the lives of billions of people around the world and many of those changes are here to stay. The good news is that the pandemic has also shown that many businesses are able to adapt and thrive. Bernard Salt AM, one of Australia’s leading social commentators on trends, business, and society, has a hopeful view for the future.

How to encourage customer self-service?

We know that companies have been trying to persuade customers to use self-service for at least the past ten years, with mixed success. Now due to the pandemic it is being adopted at unprecedented rates according to the Boston Consultancy Group. So how do we encourage customers to carry on using self-service portals when life returns to ‘normal’?

Raymond Lam on Boardroom Data Hosting | Convene x CSIA Webinar

For many boards, knowing where their data is stored gives them much needed peace of mind. How should boards choose how their data is stored? Raymond Lam, CEO of DrewCorp Services, points out a key thing boards need to remember. This quote is from Going Digital in the Boardroom: Considerations and Challenges, a webinar powered by Convene and the Corporate Secretaries International Association, held on January 27, 2021.

How to Send Emails with Node.js [3 Different Ways + Code Tutorials]

Almost every web application needs the functionality to send transactional emails in response to various triggers. Events like account registration, password resets, purchase receipts, and user verification are among the many tasks today’s applications need to accomplish via email. These emails are crucial for notifying users of important updates and enabling key user workflows in your application. This post explores three different options for sending email from within a Node.js app.

7 Tips to Increase Productivity When Working From Home

Don’t work from bed. You want your bed to be a place of peace and calm, not work stress. Liz Grossman Kitoyi The situation we are in right now, the pandemic and our so-called “new normal”, has made some drastic changes to the global work scenario. Many global employers opt for work-from-home to save our economy from a new depression. Little did we know that we’d be facing a slightly different depression. Yes, I know, working from home sounds peachy.

Crayons: Coloring web experiences, the Freshworks way

If you have worked on building user interfaces for a large project, you would probably have learned the importance of component libraries. They contain a set of ready-to-use components that help you build UI fast and also maintain consistency across the entire project. Building a consistent and seamless user experience is hard. This is where component libraries can help.

12 Customer Support Tools You Absolutely Need To Have in 2021

In a world that is so technologically-driven, having the right customer support tools is essential to delivering great customer service, keeping employee health in check, and gaining an edge over your competitors. With the range of support tools available today — one for shared inbox, one for bug tracking, another one to allow for inter-team collaboration, and yet another one for project management — how do you identify the tools that you really need?

Mattermost and moderation: Managing access for a more welcome experience

One of the greatest values Mattermost provides to users is the ability to create a space for discussion, issue tracking, and succinct communication, which is made possible by administrators managing access. Our goal is to create a safe and secure communication platform for all of our users. This often comes with the need for tools to help ensure users are communicating in line with the culture of the organization or community to ensure a welcoming and inclusive experience for all.

Part 1: Three Ways to Achieve Success for Your Customers...and Your Bottom Line

That’s according to the Customer Success Association who tells us that being able to prove your worth in both directions is the most crucial aspect of determining success. Monitoring the return on investment (ROI) for the customer is therefore a vital capability, and in the other direction, driving recurring revenues for your company. The CSA advises that Value Management functionality should also include.

Waweru Mathenge on Digital Boardroom Security | Convene x CSIA Webinar

Using the right technology is of utmost importance when shifting from physical to digital. What should be the main consideration of boards going digital? Waweru Mathenge, Chairman of the Institute of Corporate Secretaries in Kenya, shares why he thinks cybersecurity should be the priority. This quote is from Going Digital in the Boardroom: Considerations and Challenges, a webinar powered by Convene and the Corporate Secretaries International Association, held on January 27, 2021.

How to Create a Project Timeline: the Ultimate Guide

Trying to manage a project with multiple moving parts can feel like herding cats. Aligning the assorted tasks so they tie up neatly and ensuring everyone’s on the same page at all times is hard work. Enter the project manager’s best friend: a project timeline. A project timeline allows you to bulk schedule tasks so that you can see what needs to be done when and keep an eye on the overall timeline of a project.

How Mentorship Programs Can Help Your Workplace

What if I told you there was a simple way to increase productivity and communication within your organization? To create more connections and relationships that will improve your work environment, bring in mentorship. When it comes to mentorship, the connections made by a mentor and mentee goes well beyond just a connection.

Interactive workshop activities for virtual collaboration

You know that engagement is the secret sauce for any virtual meeting or workshop. But, it’s tough to get people to stay focused—let alone actively participate. A recent survey found that more than half of workers admit they do other things (like check email or peruse social media) during online meetings. This is where workshop activities come in handy.

How we crafted a design system for Freshworks

“A design system acts as the connective tissue that holds together your entire platform.” —Drew Bridewell, Design Specialist Digital solutions are increasingly becoming more intricate with the rise in customer expectations, and product and design teams are transforming their approach to design—experimenting with style guides and pattern libraries—in order to create inclusive design systems that all users can appreciate.

Quick Prototyping Workshop X Miro Startup Program

In this VMUG we partner with Maria Jose Segura and Gregory Pepper from UNLEASH Community, a leading social entrepreneurs network. To learn how to build a user’s journey diagram, map assumptions, identify the prototype's requirements, define what to prototype, and ways to do so effectively. Prototyping can save precious resources, reveal assumptions, and biases you have about your ideas, uncover new insights about your users and inspire your stakeholders.

Webinar - How to find, understand and measure your product-market fit webinar with Pendo and Zendesk

Achieving product-market fit is an important early milestone in a technology company’s long-term growth trajectory. In fact, many venture capitalists won’t invest in a company without evidence of product-market fit. And for good reason: How can you justify putting resources toward innovation or strategic initiatives if you can’t first prove that your product has enough of a potential market to sustain itself and, ideally, generate profit?

What Is Customer Service Experience?

To win over today’s customers, delivering good customer service alone is not enough. You also need to create a great customer service experience. Customer service experience is defined as the overall experience a customer has interacting with your company throughout their journey. Brands like Zappos and Amazon are loved by their customers for the memorable customer service experiences they deliver.

7 Top CIO trends that will emerge in 2021

Now that we’ve settled into 2021 there is a much wider recognition that technology made a significant difference this past year and will do so in the coming years for business as well as individuals. Everyone has predictions for what technologies CIOs should prepare for and admittedly most of them are accurate. However, there is more to preparing for the future than just technology.

Customer service automation in the Public Sector

Customer service automation technology is commonplace in every sector, from artificial intelligence (AI) engines used to front-end a customer interaction and problem diagnosis, to ‘chatbots’ and robotic process automation (RPA) of transactions. The efficiency benefits are clear enough, but there are differences between the public and the private sectors that makes the adoption of these new technologies a little different. The key differences lie in complexity and risk.

Waweru Mathenge on Digital Boardroom Engagement | Convene x CSIA Webinar

When boards go digital, they are given the chance to become more engaged in the operations of their organization. How does this affect their role? Waweru Mathenge, Chairman of the Institute of Corporate Secretaries in Kenya, navigates through the heightened involvement of directors as they go digital. This quote is from Going Digital in the Boardroom: Considerations and Challenges, a webinar powered by Convene and the Corporate Secretaries International Association, held on January 27, 2021.

Nitin Potdar on Transitioning to Digital Boardrooms | CSIA x Convene Webinar

More often than not, directors do not know where to start or what next step to take when they go digital. What opportunities are unlocked when boards shift do virtual boardrooms? Nitin Potdar, M&A Partner at J. Sagar Associates, shares what he thinks about a key benefit unlocked by boardroom digitalization. This quote is from Going Digital in the Boardroom: Considerations and Challenges, a webinar powered by Convene and the Corporate Secretaries International Association, held on January 27, 2021.

Webinar | Crubiks + Rocket.Chat - Making Communication more Practical and Fun

Communication in business is about collaborating efficiently. Rocket.Chat is a communication platform to facilitate collaboration and increase its efficiency for the workflow of the team. With Rocket.Chat, communication for business matters becomes simpler, more confidential, and fun.

Client Management: How To Convert & Keep Clients in 2021 | Teamwork

How to convert (and keep) clients using client management Running a profitable company isn’t just about bringing clients in—it’s about keeping ‘em around, too. We all know the stats back this up. Time and time again, we’ve been told that it costs about five times more to attract new clients than keep old ones, and increasing retention rates by just 5% can boost profits from 25% to 95%. Sounds good, huh. So, how can you convert and keep clients in your portfolio?

Client Management: How to covert and keep your customers in 2021

How to convert (and keep) clients using client management Running a profitable company isn’t just about bringing clients in—it’s about keeping ‘em around, too. We all know the stats back this up. Time and time again, we’ve been told that it costs about five times more to attract new clients than keep old ones, and increasing retention rates by just 5% can boost profits from 25% to 95%. Sounds good, huh. So, how can you convert and keep clients in your portfolio?

Top 8 Work Management Apps to Improve Your Bottom Line

Someday, artificial intelligence will break time boundaries, days will have more hours in them, but still not enough for us. The thing is, it’s not about how much time you have but how you use it. In this sense, technologies can help us today. “Time is money” is a well–worn cliché and although it sounds hollow, it is by no means devoid of meaning. Ineffective time management costs companies millions of dollars, reducing the productivity of individual employees and managers.

The hottest CX trends for retailers are anything but trendy

In 2020, tens of thousands of retail professionals descended as usual on the Javits Center in New York City for the National Retail Federation’s Big Show. Barely a year later, the annual conference was entirely virtual, your parents knew what “Zoom fatigue” was, and the Javits was a Covid-19 vaccination center.

What 'the customer is always right' means in a digital-first world

It seems like everyone is talking about the customer these days, but it hasn’t always been a top priority. Long viewed as a cost center by many businesses, customer service has been thrust into the spotlight during the pandemic. With so much uncertainty in the air, we are reaching out to businesses for help more than ever before.

How Boards Across the World are Going Digital

Digital transformation has always been an integral part of corporate development. It has been a critical consideration for successful business growth since the 90s. It has become increasingly rampant this past year due to the pandemic, especially for boards. Digitalization has unlocked many opportunities for organizations. However, digitalization spans different regulatory regimes, and this can cause a lot of transversal challenges to businesses.

Introducing App Lock

Wire has introduced a new App-lock feature for Wire Pro customers. Team owners can now enable a mandatory App-lock for the entire team. Once enabled, members of the team will be required to authenticate themselves using a passcode or biometrics (depending on the user's choice when configuring) every time they open their Wire app. Owners can also customize the duration after which an unlocked app will be locked again.

Enterprise collaboration through the eyes of Apple app privacy

With WhatsApps’s latest move to monetize data, personal users and businesses alike have become much more aware of the privacy element of the applications they use. Other major tech players and industry figures have even jumped on the news coverage to further highlight the issue. Apple has arguably taken on the role of privacy watchdog and has made bold statements about how damaging data harvesting is to the world.

How IT leaders can be more customer centric in 2021

Delivering a more memorable, fulfilling customer experience starts with — no surprise here — understanding your customers. It means putting them first, and IT leaders have a big role to play in emphasizing customer needs and expectations. This video dives into the topic and reveals insights and techniques for IT leaders.

New: Organize, monitor, and communicate work at multiple levels of your organization by adding Portfolios to Portfolios

Despite all of the changes to the workplace last year, one thing hasn’t changed—employees are still spending 60% of their time on work about work. These activities, like searching for information or chasing status updates, take time away from meaningful, strategic work that moves your organization forward. In 2018, we introduced Portfolios to help teams reduce work about work and organize their most important strategic initiatives with project portfolio management.

Organize your sidebar with custom, collapsible channel categories

Mattermost now gives users flexibility to organize channels and direct messages into custom, collapsible sidebar categories. Users gain full personalization of their sidebar to improve productivity, reduce clutter, and focus on what matters. Upgrade to Mattermost server v5.32 (releasing February 16th) and later to access these feature enhancements on your desktop, with mobile support coming soon.

What Is a Chatbot (and How Does It Work)?

In this article, we’ll go through everything you need to know about chatbots. We’ll explain what a chatbot is, how it works, and why you need one. We’ll also go through information like: By the end of the article, you’ll know exactly what a chatbot is and how to get started using one. Let’s dive right in.

Learn the Value of Specialized Collaboration Tools

Throughout the pandemic, the collaboration tools market experienced a major boom with the rise of remote work. However, the recent acquisition of Slack by Salesforce has reinforced the growing separation between workplace tool suites and specialized collaboration tools. Suites have become “one-stop-shop” solutions that can fill multiple functions for companies and employees, which brings into question, what value is there for niche solutions?

How DB Systel, Partner of Deutsche Bahn, Provides a World-Class Customer Service Thanks to Rocket.Chat

Germany’s railway infrastructure is considered the backbone of its economy because of a single company: Deutsche Bahn (DB). As the country’s local and long-distance railway service provider, the company’s growth is remarkable: Industry: Railway transport, Logistics Headquarter: Berlin, Germany Headcount: 300,000 employees Annual Passengers: 151 million passengers transported in 2019

M Files Admin: Sending Notifications via Workflow | Intelligent Information Management

Notifications are a great way of keeping people up to date of what is going on with the documents they put into a workflow. To send a notification, first define the recipient users and user groups. Then enter the notification subject and the message. You can also specify the user from metadata or state transitions.

Waweru Mathenge on The Revamped Role of Corporate Secretaries | CSIA x Convene Webinar

Undoubtedly, existing employee functions have been greatly affected by digitalization. Some are even concerned that digitalizing certain processes may lead to laying off employees. Waweru Mathenge, Chairman of the Insitute of Certified Secretaries in Kenya, explains how digitalization redefined the roles of corporate secretaries. This quote is from Going Digital in the Boardroom: Considerations and Challenges, a webinar powered by Convene and the Corporate Secretaries International Association, held on January 27, 2021.

4 templates to help you run meetings with empathy

“Do not do unto others as you would have them do unto you – they might have different tastes.” — George Bernard Shaw When it was time to look back and reflect on my three-month onboarding period at Miro, I was convinced that I’ve never been part of such a collaborative, open team culture. Curiously enough, I’ve never met anyone from my team (or company) in person.

Here's Where to Spend Your Money on Digital Transformation in a Post-COVID World

It's safe to say that the ongoing COVID-19 pandemic has been a challenge for all of us — especially for organizations that were in the process of undergoing their own digital transformations as the lock downs started in March 2020. The need to use technology to support a fast-paced and agile workplace was always paramount — but somehow, it's become even more so in an era where most of your employees are going to be working from home for the foreseeable future.

Stop for a CX moment- 4 industry leaders on thriving under adversity

As the world adjusts to the “new reality” of the pandemic, industry leaders look back on what has worked well for them and share advice about what to expect in the future. In case you missed it, here are some highlights from recent interviews with industry leaders, as part of Zendesk’s CX Moments virtual events series.

8 Highly Effective Customer Service Training Ideas

When it comes to customer service, the most important thing you need to shine is an excellent team. However, a great team won’t just happen in a day. That’s why it’s essential to have dedicated training and onboarding for your customer service team. We’ve put together this article to help you make sure that your customer support staff are all ready for their roles by giving them the training they deserve.

How a MNC uses OneDesk for ERP

ERP – or enterprise resource planning – is a term thrown around fairly often when discussing the operations of a business. The focus of ERP is to improve efficiency by seeking insight into where resources are allocated and improving how they are being utilized. To develop a full picture of where resourcing is currently, analysis and planning needs to be done across verticals – from finance to human resources, from distribution to procurement.

Best Team Chat Apps with Video Calling Feature

There’s no question that the internet has forever revolutionized the way we communicate. Gone are the days where we’d write letters to relatives to see how they were doing — having to wait days if not weeks to hear back. In fact, many of us don’t even make phone calls or send emails anymore. There are just so many better online options that the digital world has brought us to the point where legacy communication methods have become increasingly obscure year after year.

How to Create a Customer Service Plan that Drives ROI

You have the perfect product and competitive pricing to carve a special place for your brand in the market. The reactions and verdict from customers and critics are in, and your product is an instant favorite. However, no matter how pathbreaking the product or service is, your company’s customer perception is only as good as the support you offer. So what’s the best way to increase the likelihood of your customers staying with your company? It’s all about your customer service plan.

How Digitalization Redefined the Role of Corporate Secretaries

Digitalization has had profound effects on existing employee functions such as assistants or corporate secretaries. Some see emerging technologies brought about by rapid digitalization can potentially render certain roles futile. On the flip side, they also offer a wealth of opportunities to redefine or improve people’s work. Digitalization has triggered the improvement of various processes in business operations. The boards also experienced this improvement as they went digital.

Ignore Your Customers (and They'll Go Away!)

A playbook for delivering the ultimate customer service experiences The customer experience is the new marketing. That’s what Micah Solomon, best-selling author, customer service industry consultant, and Forbes contributor, asked as he opened a recent webinar based on his new book, Ignore Your Customers (and They’ll Go Away): The Simple Playbook for Delivering the Ultimate Customer Service Experience.

How to run a virtual design thinking workshop in Miro

Since the dawn of time—when humans were still living in caves—we’ve been solving life’s problems through innovation. Back then, we invented fire and hunting spears. Today, we create things like portable toasters and wireless headphone translators to meet our needs. As a product designer, I’ve learned that great design comes down to one important thing: listening. I practice the principles of design thinking to solve problems in a human-centric way.

Courier Live: Content, Notifications, and IoT

On February 2nd and 3rd, Shy Ruparel joined me for another Courier and Contentful crossover stream. This time, we decided to play around with an IoT E-ink display and use it to show the latest posts from Contentful and send notifications using Courier. During Tuesday's Contentful Live we started working with the newly released Adafruit MagTag. The MagTag is a 2.9" grayscale E-Ink display that can show data on its screen even when power is removed.

Everything you need to know about Atlassian's plans for a future in the Cloud

Last year, Atlassian announced a shift in focus to cloud and data center products. Effectively, this spells the end for Atlassian Server products, but there’s still a fair way to go before the final goodbye. Although the move to cloud may still seem daunting for some businesses, particularly those with large, well established server instances, there’s plenty of support available.

15 Customer Needs You Should Know About + Tips To Solve Them

Customer needs and expectations are ever changing. Identifying, analyzing, and meeting customer needs is the key to providing better customer service and growing your business. In this blog, we cover the A-Z of customer needs to help you create a product or service that is in line with everything that your customers need. Table of contents (click on a link to directly read the section of your interest)

Courier Live: Content, Notifications and IoT

Shy from Contentful joins Aydrian to continue working on the Adafruit MagTag. They work on sending the displayed blog post from Contentful to a Discord channel using Courier. Click "Show More" to jump to key moments in the video. Check out part 1 where they use the Contentful GraphQL API and get some of the latest blog posts from the Contentful website to display on the e-ink screen. Courier: The smartest way to design & deliver notifications. Design once, deliver to any channel with one API.

Raymond Lam on The Most Significant Changes When Boards Go Digital | CSIA x Convene Webinar

The trend is clear: boards have accelerated and elevated their digitalization initiatives. So what are the most significant changes when boards go digital? Raymond Lam, CEO of DrewCorp Services, talks about how the ability of boards to embrace change shapes the success of boardroom digitalization. This quote is from Going Digital in the Boardroom: Considerations and Challenges, a webinar powered by Convene and the Corporate Secretaries International Association, held on January 27, 2021.

Introducing Troop Messenger

Watch this video to know what Troop Messenger is and how this team collaboration app helps business teams communicate effectively and efficiently across their globally located organizations!. You can connect with your teams using the platforms of Windows, Linux, Mac OS, Android, iOS, and the web to have a seamless work communication experience.

Top 6 Transactional Email Services for Developers in 2021

If your application sends emails to confirm new accounts, reset user passwords, or handle billing and invoicing, then it’s sending transactional emails. This kind of functionality is extremely common, so naturally there are a lot of vendors that provide these services. But which transactional email API is right for your application?

These Seven Little Document Management System Changes Can Make a Big, Big Difference

Over the years, document management systems have evolved to the point where they've become a major contributing factor to the productivity of your organization... or they can be, under the best possible circumstances. So how do you lean into the strengths that make these solutions so powerful, taking advantage of those "best circumstances" at every opportunity? By making seven little changes to your approach that add up to a big, big difference before you know it.

Top 7 Remote Working Software For Efficient Teams (2021 Guide)

Looking for remote working software for your team? Remote working has become as common as working in an office. And the availability of various software has made it even more feasible for an entire team to work remotely in perfect harmony. But how do you choose the best software for your remote company? In this article, we’ll cover all the basics of remote working software. We’ll also list down the seven best software, along with their key features, pricing, and user ratings.

5 ways IT leaders empower teams to do their best work

Are the people in your organization equipped with the tools they need to get their work done efficiently, effectively, with minimal roadblocks, and maybe—just maybe—have fun while doing so? This is not a distant reality. 2021 will be the year for IT professionals to step up and play a major role in driving organizational success by helping employees thrive despite the challenges presented by distributed work.

Why Your Business Needs to Integrate an AI Chatbot in 2021

Chatbots sit in an interesting space in the digital world. On the one hand, they clearly offer potential. The ability to answer queries and take the menial workload off means more work-hours saved. And yet, there are considerable hurdles to implement them. Firstly, AI-powered chatbots are hardly perfect. How many times have we had a hilarious encounter with a chatbot which keeps giving us answers we never asked? Often, the very utility of conversational AI-powered chatbots is questionable.

The 2021 Guide to Increasing Work Efficiency (Tips, Benefits, Tools)

Wondering how to increase work efficiency? If you’re noticing delays in meeting deadlines, failure to reach targets, and reduced creativity, there might be a problem. All these aspects point to one thing — workplace inefficiency. It’s time to re-evaluate your team’s efficiency. You’ll have to figure out the root cause of inefficiency and look for foolproof ways to eliminate it.

Understanding B2B Buyer Personas: 3 Common Mistakes You're Probably Making

Marketing to your chosen demographic is important, particularly for a growing business; choose the right target market and effectively market your product to those individuals, you’re on the path to success. It’s an essential component of the company business plan, but what is a B2B Buyer Persona, and why is it an important component of your company? What effects can misrepresenting Buyer Identity have on your business?

Breaking down HIPAA compliance: how to choose a HIPAA compliant chat platform

Thanks to big data and the acceleration caused by the pandemic, communication in healthcare now demands extra attention. In order to stay relevant and improve the quality of patient care, more and more companies are following HIPAA guidelines. Ensuring that practitioners and patients are having their data protected is the first step to a brighter (and safer) future.

M Files Administrator: Sending Assignments Via Workflow | Intelligent Information Management

Assignments are an important part of workflows. They transfer information and responsibility for task execution to the correct person automatically during a state transition. M-Files offers two types of assignments for use in connection with workflows. By selecting Assign to User, you can create an assignment that does not result in a separate object. You can also have separate assignments created once the object workflow is moved to a certain state.

Convene - The Board Management Software that's Smart, Simple, and Secure

Convene is a multi-awarded and leading board management software that is used by directors and executives across the globe. Designed specifically for organizational leaders, it gives you complete control over the entire board meeting process – from pre-meeting preparation to post-meeting document distribution. Costing 50% less than our competitors, our premier board management software comes with a wide range of features and functions such as Live Presentation Tools, Voting, e-Signature, Document Library, Reports, Audit Trail, and Action Items Tracking among many others.

7 Best Online Collaboration Tools for Productive Teams

If you’ve handled a group project or managed a team, you already know how important it is to communicate with your team members. If you want to streamline communication and collaboration at your workplace, you must onboard your teams on the best work collaboration apps But, what are those apps that can help you break silos and improve productivity at the same time? Known as a feature rich office chat app, Troop Messenger is an easy-to-use tool with seamless UI and UX.

How to run a successful planning workshop (even remotely)

Whether you do it quarterly, annually, or even weekly, running a planning workshop can be challenging. You need to make sure everyone understands the big picture and vision. You also need to ensure each person has a voice in the planning process. Finally, you need to lead the group to alignment and verify that they’re clear on next steps. These are the challenges I confronted while leading a goal-setting session at Miro’s recent Executive team offsite (virtual this year).

Twitch Notifications (Part Three): How to Create and Notify a List of Subscribers Using Courier

In this series, I explain how to use Twitch EventSub and Courier to automatically send notifications to multiple destinations – Slack, Discord, and more – when your Twitch stream goes live. In part one, we built a Node.js app using Express.js to accept events from Twitch EventSub. In part two, we listened for our event and triggered a notification using Courier. Now, in part three, we're going to use Courier’s List API to send multiple notifications when our event is triggered.

What Is an Internal Knowledge Base & How To Build One?

Good customer service runs on good information. Agents need to be ready with an instant answer to any question, or the customer will walk away unhappy — even if the eventual resolution is effective. The information shared with customers also needs to be consistent. No one likes to be bounced around between departments that all say something different. Unfortunately, it’s not easy to ensure your agents have accurate information at their fingertips.

CRM-Today Webinar # 2 Starting to work with your CRM - Email & CRM forms

We are happy to invite you to join the second episode our live CRM Today webinar series on February 4, 2021 at 9 AM EST. During this session, we'll be concentrating on how to work with emails and CRM forms inside your Bitrix24 CRM. Spoiler! We've updated our CRM form designer and we'll show you how is it to create and edit new CRM forms to generate leads and increase conversion.

The Ultimate Guide to an Annual Maintenance Contract

In any transaction where a seller sells equipment or products to a buyer for which periodic servicing or maintenance is required for its proper functioning, it is advisable to enter into an agreement between both parties on the terms of servicing of that equipment or product. These agreements, commonly referred to as an Annual Maintenance Contract (AMC), are essential to formalizing this process.

Why Nifty is your perfect workflow alternative for Jira + Confluence

In theory, the world of integrations is designed to make our life easier. By bringing systems together, teammates can share information more quickly, and managers can have more oversight over performance, deadlines, and budgets. But what happens when this individual software and system integrations become too unwieldy or complicated to manage?

Social Media Collaboration: Tips and Tools for Remote Teams

Are you finding social media collaboration a challenge within your remote team? This article will guide you through the exact steps and tools you can use to make it easier. Remote working is a necessity that a lot of worldwide companies had to adapt in order to survive. But something that once was a necessity actually turned into a preference for many employees. In fact, studies show that 99% of employees would choose to work remotely, at least part-time, for the rest of their careers.

How Slack Uses Notifications to Manage the Attention of 12 Million Daily Active Users

A push notification. A bolded channel. A red badge next to an unread conversation. These are all ways that Slack manages your attention. For the messaging giant, managing attention is deeply intertwined with their mission of making work life more productive. Too much noise and suddenly what was an invaluable collaboration hub turns into a distraction. Not enough and it’s just another tool gathering virtual dust.

Startup studio INVANTI turns to Miro to groom entrepreneurs in the heartland

When most people think of startup incubators, they probably imagine famous hubs for startups like Silicon Valley, Seattle, and Austin. The small team at INVANTI is trying to change that paradigm and cultivate entrepreneurs from their startup studio in South Bend, Indiana.

4 Reasons SaaS Users Love Online User Communities (and Why You'll Love the M-Files Community)

M-Files is launching a new online user community on March 15. In the weeks prior to launch, it's a good time to take a step back and consider online user communities in general. What do they do? What needs do they serve? And why are they so important for SaaS success? It used to be that technology adoption was viewed as a relatively simple transaction — with a clear start and end. Decide what software you need. Buy it. Learn how to use it. Done.

Streamlining developer access to Prometheus and Grafana

Our Makefile entry point for developing against the Mattermost Server already tries to simplify things for developers as much as possible. For example, when invoking make run-server, this build tooling takes care of all of the following (among other things!).

OneDesk - Webforms: Creation, Customization & Embedding

Webforms are used to collect information from your customers and translate that information into items in OneDesk. Through webforms, you allow your customers to create different item types in the OneDesk application.  OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal.

How to authentically embody corporate social responsibility

The concept of corporate social responsibility (CSR) originated with companies having to clean up after their mistakes. “It was born from when a company polluted a river, their corporate social responsibility program was how they offset that damage,” says Tiffany Apczynski, Zendesk’s former vice president of Public Policy and Social Impact. Today, companies are expected to take more proactive stances and resulting actions and to lead the way on important issues.

What pop culture reveals about our desire for cream-of-the-crop CX

Customer Experience (CX) encompasses the entire cycle of a buyer’s journey that includes anticipation, discovery, and the fulfillment of desire. Technology and digital platforms have opened up new avenues for us to connect with commodities that fulfill our desires, and food certainly is one of them.

Introducing Zendesk and Freshdesk

In this article, we’ll compare Zendesk with Freshdesk to find out which is the right customer support tool for you. We’ll compare these tools based on: By the end of the article, you’ll not only know all of the main differences between Zendesk and Freshdesk, but you’ll know which is the right tool for you. Let’s get started.

Where to Find the Answer to All of Your M-Files Questions: The M-Files Community

On March 15th, we're launching the M-Files Community — a place where customers, admins, partners and M-Files employees can discuss all things M-Files. Whether it's a technical question, best practices or just a nickel's worth of free advice, the M-Files Community will (1) establish a sense of connection within the global M-Files community, (2) facilitate self-service, and (3) help us gather feedback from M-Files users about the product. Join us with Julian Cook, M-Files Chief Customer Officer, and Jocelyn Flint, Global Community Manager for a quick explanation of the purpose, roadmap and expectations of the M-Files Community.