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Entrepreneurship

How to Manage IT Service Requests with airSlate [Video]

It’s difficult for IT managers to switch between parallel tasks like maintaining authorization, onboarding and offboarding employees, managing and tracking technical equipment and requests, all while keeping sensitive data secure.airSlate’s no-code automation allows you to run multiple IT workflows simultaneously while boosting process visibility and syncing data between systems. airSlate empowers IT specialists to strengthen their company’s operating efficiency, reclaim time and resources away from routine requests and towards more valuable initiatives.🔵 Learn more at https://www.airslate.com/product/create-and-automate-workflows/?utm_source=youtube&utm_medium=social&utm_campaign=airslate-ICP-IT&utm_content=description🔵 Partner with the most powerful business automation platform to delight your customers: https://www.airslate.com/become-a-partner/?utm_source=youtube&utm_medium=social&utm_campaign=airslate-ICP-IT&utm_content=description🔵 Find everything you need to know about the latest business automation trends: https://blog.airslate.com/?utm_source=youtube&utm_medium=social&utm_campaign=airslate-ICP-IT&utm_content=description🔵 Follow us on our socials to stay up to date:https://www.facebook.com/airslatehttps://www.instagram.com/airslatehttps://twitter.com/airSlatehttps://www.linkedin.com/company/airSlate

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Entrepreneurship

How to Purchase and Manage Your Inventory with airSlate [Video]

Do you still rely on a manual approach while handling quotes and creating invoices?Running mission-critical operations manually results in major delays and unhappy customers. On top of that, manual methods have proven themselves to be more expensive and time-consuming in the long run, while introducing the risk of duplicating payments, incurring past-due charges, and introducting bad data.Change how you handle operations by transforming your most critical procurement processes into fully-automated document workflows with airSlate’s no-code automation.🔵 Learn more at https://www.airslate.com/product/create-and-automate-workflows/?utm_source=youtube&utm_medium=social&utm_campaign=airslate-ICP-OP_teams&utm_content=description🔵 Partner with the most powerful business automation platform to delight your customers: https://www.airslate.com/become-a-partner/?utm_source=youtube&utm_medium=social&utm_campaign=airslate-ICP-OP_teams&utm_content=description🔵 Find everything you need to know about the latest business automation trends: https://blog.airslate.com/?utm_source=youtube&utm_medium=social&utm_campaign=airslate-ICP-OP_teams&utm_content=description🔵 Follow us on our socials to stay up to date:https://www.facebook.com/airslatehttps://www.instagram.com/airslatehttps://twitter.com/airSlatehttps://www.linkedin.com/company/airSlate

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Entrepreneurship

How to Remove Manual Steps in Your Workflow [Video]

Over 90% of SMB employees perform time-consuming, repetitive tasks. Are you one of them? How often do you face the following problems when completing your business operations processes manually?Inefficient uses of time resulting in higher costsInaccurate and error-prone processesLack of process visibilityAutomate manual tasks in your workflows and save time and reduce errors with airSlate’s no-code automation. Transform your most complex operations into fully-automated workflows without coding or hassle.🔵 Learn more at https://www.airslate.com/product/create-and-automate-workflows/?utm_source=youtube&utm_medium=social&utm_campaign=airslate-ICP-OP_teams&utm_content=description🔵 Partner with the most powerful business automation platform to delight your customers: https://www.airslate.com/become-a-partner/?utm_source=youtube&utm_medium=social&utm_campaign=airslate-ICP-OP_teams&utm_content=description🔵 Find everything you need to know about the latest business automation trends: https://blog.airslate.com/?utm_source=youtube&utm_medium=social&utm_campaign=airslate-ICP-OP_teams&utm_content=description🔵 Follow us on our socials to stay up to date:https://www.facebook.com/airslatehttps://www.instagram.com/airslatehttps://twitter.com/airSlatehttps://www.linkedin.com/company/airSlate

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Entrepreneurship

How to Trigger Automated Workflows From Within Salesforce [Video]

What does it take to pull together all the tools and solutions you need for running workflows in Salesforce?Switching between multiple apps and paying for expensive integrations only complicates your Salesforce operations.airSlate transforms the most cumberson routine tasks into fully-automated workflows without extra hassle or having to adopt several solutions at once.airSlate no-code automation allows you to save time creating custom document workflows for contracts, price lists, business proposals, and quotes, making critical operations in Salesforce fast and seamless.🔵 Learn more at https://www.airslate.com/product/create-and-automate-workflows/?utm_source=youtube&utm_medium=social&utm_campaign=airslate-ICP-CRM_admins&utm_content=description🔵 Partner with the most powerful business automation platform to delight your customers: https://www.airslate.com/become-a-partner/?utm_source=youtube&utm_medium=social&utm_campaign=airslate-ICP-CRM_admins&utm_content=description🔵 Find everything you need to know about the latest business automation trends: https://blog.airslate.com/?utm_source=youtube&utm_medium=social&utm_campaign=airslate-ICP-CRM_admins&utm_content=description🔵 Follow us on our socials to stay up to date:https://www.facebook.com/airslatehttps://www.instagram.com/airslatehttps://twitter.com/airSlatehttps://www.linkedin.com/company/airSlate

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Entrepreneurship

How to Automate Your Contract Management Processes with airSlate [Video]

Are your internal teams butting heads when handling contracts within Salesforce? Does this affect your customer experience? Envision a fast and neat contract management process to keep all the data you need at hand, without leaving Salesforce. Or any other applications you already work with.Integrate airSlate + Salesforce in your daily tasks; boost your team performance, enhance data security, and legal compliance — all without switching accounts!With airSlate no-code automation, you can eliminate the manual routines in Salesforce and automate your contract workflows from end to end.🔵 Learn more at https://www.airslate.com/product/create-and-automate-workflows/?utm_source=youtube&utm_medium=social&utm_campaign=airslate-ICP-CRM_admins&utm_content=description🔵 Partner with the most powerful business automation platform to delight your customers: https://www.airslate.com/become-a-partner/?utm_source=youtube&utm_medium=social&utm_campaign=airslate-ICP-CRM_admins&utm_content=description🔵 Find everything you need to know about the latest business automation trends: https://blog.airslate.com/?utm_source=youtube&utm_medium=social&utm_campaign=airslate-ICP-CRM_admins&utm_content=description🔵 Follow us on our socials to stay up to date:https://www.facebook.com/airslatehttps://www.instagram.com/airslatehttps://twitter.com/airSlatehttps://www.linkedin.com/company/airSlate

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Entrepreneurship

How to Automate Asset Tracking with airSlate [Video]

Is your organization’s IT request process causing bottlenecks? Do you know the status of each request and how to move it along?Stay in the loop at every stage of your IT request workflow by managing and tracking assets with ease. Eliminate paper-based routines and automate data collection and processing while keeping employees and staff informed of status updates, upcoming policy updates, or new procedures.Use airSlate to deliver greater accuracy and transparency to IT operations without compromising them.🔵 Learn more at https://www.airslate.com/product/create-and-automate-workflows/?utm_source=youtube&utm_medium=social&utm_campaign=airslate-ICP-IT&utm_content=description🔵 Partner with the most powerful business automation platform to delight your customers: https://www.airslate.com/become-a-partner/?utm_source=youtube&utm_medium=social&utm_campaign=airslate-ICP-IT&utm_content=description🔵 Find everything you need to know about the latest business automation trends: https://blog.airslate.com/?utm_source=youtube&utm_medium=social&utm_campaign=airslate-ICP-IT&utm_content=description🔵 Follow us on our socials to stay up to date:https://www.facebook.com/airslatehttps://www.instagram.com/airslatehttps://twitter.com/airSlatehttps://www.linkedin.com/company/airSlate

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Entrepreneurship

How to Automate Your Sales Approvals with airSlate [Video]

Are you dealing with endless paperwork and redundant tasks when managing sales orders, quotes, and approvals in Salesforce?With airSlate, you can seamlessly move from contacting leads and processing customer data to closing deals by automating the most critical document workflows within your Salesforce organization.Collaborate on proposals, auto-create contracts, collect customer data, and execute deals — all without switching accounts or leaving Salesforce. 🔵 Learn more at https://www.airslate.com/product/create-and-automate-workflows/?utm_source=youtube&utm_medium=social&utm_campaign=airslate-ICP-CRM_admins&utm_content=description🔵 Partner with the most powerful business automation platform to delight your customers: https://www.airslate.com/become-a-partner/?utm_source=youtube&utm_medium=social&utm_campaign=airslate-ICP-CRM_admins&utm_content=description🔵 Find everything you need to know about the latest business automation trends: https://blog.airslate.com/?utm_source=youtube&utm_medium=social&utm_campaign=airslate-ICP-CRM_admins&utm_content=description🔵 Follow us on our socials to stay up to date:https://www.facebook.com/airslatehttps://www.instagram.com/airslatehttps://twitter.com/airSlatehttps://www.linkedin.com/company/airSlate

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Entrepreneurship

How to Automate Your Procurement to Payment Processes with airSlate [Video]

Did you know that poor inventory management affects your relationships with customers? A great customer experience starts with being sure of the availability of products your customers want.This is why working with simple inventory sheets and sales records are not sufficient for businesses, even small busineses.airSlate’s no-code automation fully addresses this challenge by automating and accelerating business processes, maintaining full control over important documents, and eliminating manual, error-filled actions.🔵 Learn more at https://www.airslate.com/product/create-and-automate-workflows/?utm_source=youtube&utm_medium=social&utm_campaign=airslate-ICP-OP_teams&utm_content=description🔵 Partner with the most powerful business automation platform to delight your customers: https://www.airslate.com/become-a-partner/?utm_source=youtube&utm_medium=social&utm_campaign=airslate-ICP-OP_teams&utm_content=description🔵 Find everything you need to know about the latest business automation trends: https://blog.airslate.com/?utm_source=youtube&utm_medium=social&utm_campaign=airslate-ICP-OP_teams&utm_content=description🔵 Follow us on our socials to stay up to date:https://www.facebook.com/airslatehttps://www.instagram.com/airslatehttps://twitter.com/airSlatehttps://www.linkedin.com/company/airSlate

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Entrepreneurship

Hourly Tracking System: Toggl to Airtable using Make.com for Time Tracking (formerly Integromat) [Video]

Looking for an efficient way to build an hourly tracking system using Toggl and Airtable? Look no further than this step-by-step tutorial on how to automate the process using Make.com (formerly Integromat). In this video, we’ll guide you through the process of integrating Toggl and Airtable, allowing you to seamlessly transfer data between the two systems and create an automated hourly tracking system. Whether you’re a freelancer, consultant, or simply looking to improve your time management skills, this tutorial is a must-watch. Follow along and learn how to streamline your workflow with ease. So, if you’re ready to take your time tracking to the next level, be sure to check out this video on “Integrating Toggl & Airtable using Make.com for time tracking (formerly Integromat)” and automate your tracking system today!I hope you loved that video! Hit the subscribe button and smash the like button. If you have any questions or have a question you want answered, throw it in the comments section!!🚀 Request a Consultation with us➔ https://www.optimizeis.com/mainAIRTABLE HELP🚀 Request a Consultation here➔ https://www.optimizeis.com/mainSign up for Airtable for Free➔ https://airtable.com/invite/r/YYUWaL1bGet an On2Air Product➔ https://on2air.com/?via=beenSAY HI🧪Subscribe to my YouTube ➔ https://www.youtube.com/channel/UCKzrQ_ne_qO7UoFk0yKq4lA?sub_confirmation=1👥 LinkedIn Page➔ https://www.linkedin.com/company/68158151/admin/🐦 Twitter ➔ https://www.linkedin.com/company/68158151/admin/📸 Instagram ➔ https://www.instagram.com/bengreen16/?hl=en📰 Facebook Page ➔ https://www.facebook.com/OptimizeISWHO AM I?My name is Ben Green, I am the CEO of Optimize IS. We help remote teams, small businesses, startups, and other small teams set up the information systems that run your business when you sleep. This allows you to save time, save money, be more efficient, and work in your zone of genius.We do this though implementing “best practice” processes with the most integrated software stack to back up the processes. We implement software tools like Airtable, Asana, Slack, Toggl, Active Campaign, Process Street, JotForm, Zapier, and many more to make your business run smoothly. Also, we use methods such as database implementation, workflow automation, and systems integration. We have experts on our team in Airtable Consulting, Zapier Consulting, and Systems Integration.You can learn more on our website (https://www.optimizeis.com/main). Here are some more benefits of our Automation Consulting:• Reliable automation frees countless hours• Streamlined workflows for better efficiency• Increase revenue by eliminating faulty and inefficient systems • Solutions suitable for non-tech savvy users• Done-for-you, customized optimization of all processes• Easy to use automation with little or no coding required• Optimizing your software stack eliminates wasteful redundancies*note: There may be affiliate links in this description or video*#bengreen #automation #optimizeis #airtable #zapier

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Entrepreneurship

[2023] – CRM & Workflow Automation Marketing System for Insurance Agents [Video]

Sales & Marketing Automation CRM System for Insurance Agencies | Independent Agentshttps://ezytise.com/insurance-agencies | (480) 442-1468To book your Live Demo: https://ezytise.com/demoHi! Patrick Zerarka here!I’m goanna keep this video very short and to the pointBut first, I wanna tell you that I’ve been in your shoes before – I myself owned and operated my own insurance agency, worked as a business consultant directly with Independent Insurance agents, and also worked as a marketing rep for carriers like Travelers, Nationwide, MetLife, Allstate, and others.So, trust me when I say we know & understand the P&C world very well…And we know Insurance Agents don’t need flood of marketing ideas, or get another training – What they truly need is HELP EzyTise was designed from the bottom up with YOU the insurance agent & business owner in mind.Having worked with hundreds of Insurance Agencies helping them develop sales & marketing growth strategies, I can tell without any hesitation it’s NOT easy to execute a marketing strategy – There’s a lot work involved. And for another reason, that you probably know very well. TIME CONSUMING…. And who has the time now day – right?So, why am I telling all this? Because I heard it again and again from many insurance agents. “ WE DON’T HAVE THE TIME” Patrick – We love to the sound of it, but we simply don’t have the time to mess with it – I get it… and I am glad you’re hereWe can help you…. With Our All-In-One WORKFLOW AUTOMATION & CRM System. We have built Pre-Designed Templates with a click of a button at your fingertip, you can automate your upcoming renewals, automate your mono-line cross-sell campaign, automate your retention initiatives, reputation management, send ongoing beautiful html email reminders, SMS notifications, voice-mail drops, webchat, automate your online booking calendar and even Automate your Social Media Content Posting. If that’s not enough – Our WORKFLOWS can also be used for your team communication, so everyone is kept informed when a task is assigned.EzyTise is SO easy to implement and can save you a lot of time and consolidate cost by simply using our smart pre-designed automated workflows to help manage your day-to-day operation and to finally be able to focus on selling and growing your agency. In addition, you can use our AUTOMATION System and CRM Functionality for your prospecting pipeline – New Business right… Again, use our pre-designed templates to automatically follow up with your prospects, and NURTURE your leads with multiple touches on auto-pilot to grow a predictable sales pipeline without having to lift a finger. In-fact our Mobile App comes very handy when it comes to real-time prospecting BTW,,, These are well designed Plug-&-Play templates which you can customize to your needs if you chose to do so.Not to mention, you can also create & host unlimited Sales Funnels, host your own website, and deploy our webchat directly to your main website. Talking about an All-In-One platform… We even built a single INBOX hub to manage all your internal or external communications – where users can replay directly from within EzyTise. Missed calls replies can be done automatically, tasks and note can also be added automatically, and much more…You can integrate Facebook, Instagram, Google-my-Business profile, Google-Ads, Google Analytics – And on top of that, we have our own Zapier App so you can connect with over 3000 software, including EzyLynx, Salesforce, DocuSign, and othersWe have helped many successful insurance agencies implement EzyTise seamlessly – Please take a moment and read our 5 Star ReviewsAgency Workflow AUTOMATION approach It’s a simple solution, don’t over think it and embrace it. Successful Agency Owners are actually increasing their Agency value by implementing AUTOMATION solutions and New Technologies in their day-to-day operations to stay ahead of the competition – That’s the current reality. Plus, we are here to help… with our 1:1 onboarding process we make it very easy for you to implement EzyTise.We hope EzyTise is what you’ve been looking to take your agency to the next level – If you’re still on the fence, by no means book your personalized LIVE Demo so we can answer all your questions and show you the power of EzyTise.If you’re ready, let’s get you started and onboarded today. Thank you! Other Videos: https://www.youtube.com/watch?v=UIUoy4NxwEM#insuranceagent #insuranceagency #crm

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Entrepreneurship

YouTube Video To Podcast Workflow (Step By Step)

I outline my step-by-step ‘video to podcast’ workflow. This video is in response to comments after my ‘Making Magic With Podcasts’ video which you can view here: https://youtu.be/9BM_gkIPJjAI use Zoom, my phone and a ring light to record. I have EpocCamPro app on my phone, with their suggested app on my computer to hook up the two. I use an ancient version of Camtasia to edit, then export the audio and video to my desktop. I use Canva to create the thumbnail, Auphonic to ‘equalise’ the sound and add an intro & outro to the audio, before uploading to my podcast host Libsyn (but you could use Anchor or AudioBoom who offer statistics). Then I embed the video from YouTube and an audio player from Libsyn in a blog post, which I then share to my Facebook profile, my Facebook page, Twitter & Instagram, and of course. LinkedIn.If you would like me to hold your hand while you do the same, visit https://ClicksAndLeads.com/academy to find out more.Do feel free to use the comments to tell me your reactions to this video and also, what you would like me to cover in future videos. Don’t forget to SUBSCRIBE and LIKE this video (if you do) because that helps YouTube find more lovely people – just like you – to show my videos to!Hi, I’m Nicola Cairncross and I’ve been a self-employed freelancer or business founder for over 25+ years now. Whether you are a seasoned business owner or you are new to the world of entrepreneurship, I know I can help you – because I’ve been there.Watch Nicola In Action Live Here https://youtu.be/SZlkhjEKzoQCheck Out The Clicks & Leads Main Marketing Playlisthttps://www.youtube.com/watch?v=QjsFROHYeMo&list=PLc0S7I9Y3BCsn2j5iTAuBCEyRaaNmLd7wVisit https://ClicksAndLeads.com to download your free business marketing resources and find out how I can help you make your business a success online.Equipment I Use Myself & Recommend:* Ring Light – https://amzn.to/3i6Ic85* Blue Yeti Microphone – https://amzn.to/3VKZ6rp* Thrive Architect (Web Design & Leads Capture) – https://ClicksAndLeads.com/thrive* Thrive Cart (Secure Payment Gateway) – https://ClicksAndLeads.com/thrivecart* Active Campaign (Marketing Automation) – https://ClicksAndLeads.com/activecampaignSubscribe To This Channel Herehttps://www.youtube.com/@NicolaCairncrossYOU MIGHT ALSO ENJOY”Start An Online Business In 2023https://youtu.be/aFjuWSE7EiQ3 Best Practices For Making Good Decisionshttps://youtu.be/OUgyVOImIwEMoney Gym Book Audio – Introductionhttps://youtu.be/DhSo2I2FK4sEntrepreneurs Traps – Part #1https://youtu.be/zdu_UqF9qfIBecoming A Successful Entrepreneur – Part #1https://youtu.be/9VPz-Rg6hQsHate Sales & Selling In Your Business?https://youtu.be/TCwylhYfbeUCopyright @NicolaCairncross 2022

Categories
Entrepreneurship

Workflow Scheduling Explained [Video]

Learn the concept and benefits of workflow scheduling and how to achieve automation success with the airSlate Academy. Find out more at https:/airslate.com.0:00 Workflow automation vs. workflow scheduling0:23 The top 5 benefits of workflow scheduling 1:14 Scheduled Workflows in airSlate course☑️ Build your career in automation with the airSlate Academy: http://bit.ly/3oncscp☑️ Partner with the most powerful business automation platform to delight your customers: https://www.airslate.com/become-a-partner/?utm_source=youtube&utm_medium=social&utm_campaign=Workflow-Scheduling-Explained&utm_content=description☑️ Find everything you need to know about the latest business automation trends: https://blog.airslate.com/?utm_source=youtube&utm_medium=social&utm_campaign=Workflow-Scheduling-Explained&utm_content=description☑️ Follow us on our socials to stay up to date:https://www.facebook.com/airslate​​https://www.instagram.com/airslate​https://twitter.com/air_slate​https://www.linkedin.com/company/airslate