The work we do as technology consultants can be repetitive. Whether answering questions, tracking resources (files, knowledge, people), or project managing services – the process is more straightforward with a system to capture and re-use information.
Curious about what others are doing?
Learn how we are:
- Tracking support calls
- Tracking proposals and quotes
- Tracking leads
- Connecting remotely to customers (and tracking the different login information)
- Capturing knowledge for later use
Specifically, let’s discuss the following:
- What has worked in the past ( pros and cons)
- What’s working now
- What’s on our wish list