How can you automate your workflow? The app stack that you're using today is great for now, but what other parts of the workflow process can you improve? One of our clients has automated the listing process. When he enters the appointment in his diary using LAP at the start of the appointment title, that triggers in Zapier to start a process in Process St, which then also triggers a direct message in Slack to his administrative assistant to prepare the recent sales data. It's simple but shows you how you can improve workflow.
User adoption still matters People hate change when it happens to them, but they love change when they are a part of it. Think before you bring that next app to the sales meeting, and ask some simple questions: 1. What's the problem we're trying to solve and is it worth solving? 2. What's the vision for what it will look like fixed? 3. Who will it impact? And how do we champion their passion for the problem? 4. What's our action plan to implement? 5. Do it.
This is a profoundly human business amplified by the use of technology that works. It should speed you up, not slow you down. Clunky systems are just that. Design from a mobilefirst approach, and watch your business thrive.