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By StartingPoint
Client onboarding is the cornerstone of building a solid customer relationship. Whether you’re a small business or an enterprise, the right client onboarding software can make all the difference in ensuring a smooth transition and high customer satisfaction. While GuideCX is a popular choice in the client onboarding software space, many alternatives provide compelling features for businesses seeking tailored solutions.
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By StartingPoint
Accelo has been a choice for professional services automation (PSA) software, offering tools to manage projects and business operations. However, as the SaaS landscape evolves and needs more intelligence, businesses are increasingly looking for alternatives that can deliver similar benefits with unique advantages. Whether it’s a quicker setup, streamlined workflow management, or tailored features for shared services teams, there are compelling options to consider.
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By StartingPoint
The growth of charter school networks in the United States has revolutionized the education sector, offering families more choices in tailoring their children's education. According to the National Alliance for Public Charter Schools, there are over 7,700 charter schools serving nearly 3.7 million students nationwide. While the expansion of these networks has brought positive impacts, it also introduces significant operational challenges for managing multiple school sites effectively.
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By StartingPoint
Effective resource utilization is critical for tech teams to consistently deliver exceptional services to customers while maintaining internal efficiency. In fast-paced industries where deadlines are tight and customer expectations are high, understanding team capabilities, skill sets, and availability is essential to making informed decisions about resource allocation.
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By StartingPoint
For venture capital (VC) firms, managing a portfolio of investments is a complex process that requires diligent tracking, strategic oversight, and transparent communication. Effective portfolio management enables VCs to provide value to their portfolio companies, help those companies achieve their performance goals, and maintain investor trust. Below, we outline three best practices for VC portfolio company tracking to help firms streamline their operations and improve portfolio company success.
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By StartingPoint
Service Level Agreement (SLA) is a crucial component of managing expectations between service providers and their customers. Whether you’re running a customer support team or negotiating with a vendor, understanding and implementing SLAs is essential for maintaining accountability, measuring performance, and ensuring satisfaction. Let’s dive into what SLAs are, why they are critical for customer service and support teams, and how customers use them to evaluate potential vendors or providers.
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By StartingPoint
Key Performance Indicators (KPIs) are essential tools for any organization aiming to measure success, drive growth, and ensure strategic alignment. Whether you're a team leader, business owner, or manager, understanding KPIs is vital for improving performance across employees, teams, and the entire organization. In this blog, we’ll define KPIs, explain their importance, and explore how they can be leveraged to improve organizational performance.
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By StartingPoint
Rising costs, stricter regulations, and growing pressure to be environmentally responsible—it can feel like a juggling act for businesses. But what if there was a way to achieve both operational excellence and sustainability without compromise? This article explores proven strategies to help you do just that.
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By StartingPoint
The changing educational environment is causing disruption. Schools and universities face increasing demands to provide high-quality support for their teachers, faculty, and leadership. Managing communication, ensuring operational efficiency, and tracking performance across departments are crucial for delivering an exceptional educational experience. However, without a centralized system, these goals are often met with inefficiencies, communication gaps, and missed opportunities for improvement.
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By StartingPoint
Organizations are constantly seeking ways to improve efficiency, drive revenue growth, and foster collaboration across departments. Sales enablement has emerged as one of the most crucial shared services groups within companies, bridging the gap between sales, marketing, and product management to ensure teams work seamlessly toward common goals.
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By StartingPoint
StartingPoint is a workflow management and customer operations platform for consultants and agencies helping these companies easily manage clients, customers, and visibility.
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By StartingPoint
In this video, we show you how to create inquiry templates to have an easy way for your Team Members to send inquiries to your customers within StartingPoint for your team members. StartingPoint is a workflow management platform for service-focused companies and teams. Our platform helps companies retain customers, save money by using less software, save time by centralizing information and data, and improve operational efficiency through simple workflow to make sure nothing falls through the cracks for your customers and your team members.
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By StartingPoint
In this video, we show you how to create response templates to have an easy way to answer customer questions and inquiries quickly within StartingPoint for your team members. StartingPoint is a workflow management platform for service-focused companies and teams. Our platform helps companies retain customers, save money by using less software, save time by centralizing information and data, and improve operational efficiency through simple workflow to make sure nothing falls through the cracks for your customers and your team members.
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By StartingPoint
In this video, we show you how to update your notification templates to have an easy way to notify your customers or team members within StartingPoint. StartingPoint is a workflow management platform for service-focused companies and teams. Our platform helps companies retain customers, save money by using less software, save time by centralizing information and data, and improve operational efficiency through simple workflow to make sure nothing falls through the cracks for your customers and your team members.
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By StartingPoint
In this video, we show you how to create checklist templates for team members to remember their day to day tasks within StartingPoint for your team members. StartingPoint is a workflow management platform for service-focused companies and teams. Our platform helps companies retain customers, save money by using less software, save time by centralizing information and data, and improve operational efficiency through simple workflow to make sure nothing falls through the cracks for your customers and your team members.
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By StartingPoint
In this video, we show you how to create an on-boarding or checklist template to have an easy way to complete tasks within StartingPoint for your customers. StartingPoint is a workflow management platform for service-focused companies and teams. Our platform helps companies retain customers, save money by using less software, save time by centralizing information and data, and improve operational efficiency through simple workflow to make sure nothing falls through the cracks for your customers and your team members.
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By StartingPoint
In this video, we show you how to create project templates to have an easy way to initiate projects within StartingPoint for your team members. StartingPoint is a workflow management platform for service-focused companies and teams. Our platform helps companies retain customers, save money by using less software, save time by centralizing information and data, and improve operational efficiency through simple workflow to make sure nothing falls through the cracks for your customers and your team members.
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By StartingPoint
Shared services teams are often challenged with supporting many individuals within a company. Less resources, e-mail, shared inboxes, and disconnected systems are all issues these teams face. How can this be solved to make work more efficient, save time, and save money? StartingPoint is a simple SaaS customer operations and experience platform that helps organizations manage on-boarding, project management, service and helpdesk support, and task and team management in one unified solution. StartingPoint can be deployed and customized within one hour and no actions take more than 5 clicks.
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By StartingPoint
Customer service is a regular challenge for service-based companies. Customers ask "What is the status of my request".."Did you receive my question?" .. "What is the status of my project?"... "Did you get the file I sent to you?"...All of these can lead to confusion. Service-based teams are also using a lot of different tools to support a customer and none of the tools talk together. These challenges lead to wasted time and money. How can service-based companies solve this problem?
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By StartingPoint
Tonya McKenzie shares her testimonial of utilizing StartingPoint to create efficiency within her business to drive higher customer satisfaction and a better customer experience through improved communication.
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StartingPoint is a SaaS customer operations and experience platform for service-based companies, firms, and teams to simplify customer on-boarding, project management, helpdesk and service management, team management, and communication. StartingPoint can be deployed and customized in one hour, no actions take more than 5 clicks, and is simplified for non-technical business leaders and teams.
StartingPoint eliminates the need for professional services companies and teams to use multiple SaaS solutions that complicate the customer experience. StartingPoint's simple platform increases the satisfaction, retention, and service delivery for your customers in one hour.
Simplify Your Customer Experience and Operations:
- Client-Labeled Interface: Have the ability to maintain your logo, brand, and simplify engagement with a single portal for all customers.
- Service Management: Drive streamlined communication for your customers and clients in one portal for all employees to assist.
- File Storage: Securely allow customers to upload, retain, and file documents to be shared between your customer and your team.
- Team Management: Add team members to the platform to be focused on providing amazing support.
- Workflow Automation: Create efficient workflow within your company to ensure your customer needs are met.
- Custom FAQs: Develop FAQs that can be retrievable by your customers to provide self-service.
Solving The Disconnected Customer Experience.