Author: Jon Gitlin

We'll share 3 examples of streamlined processes as well as tips that can help you optimize any business process.

Learn how you can download client files and upload them to the appropriate folder, sync customer records across apps, and more.

Discover how account intelligence can help boost retention, close new business, and capture additional revenue from clients.

We'll share examples of impactful process automations and 5 questions that can guide you towards implementing any successfully.

We'll cover 4 criteria that can help you determine which no-code automation tools are worth investing in—and which aren't.

We'll break down a governance model that ensures your citizen integrators adhere to certain standards and best practices.

We'll share automations that sync customers across apps, update inventory counts, and provide sales orders to specific employees.