Скачать или смотреть Automate Your Business with SmartSuite: A Fully-Integrated Approach to CRM and Project Management

Join Dan Leeman and the SmartSuite team in this in-depth session, where they explore the robust capabilities of SmartSuite for CRM, project management, and automation. From leveraging interactive dashboards to integrating tools for contract management, and syncing email communications, Dan showcases how businesses can streamline operations and boost efficiency. With insights into time tracking, invoicing, and various automation tools, this session is packed with practical examples and expert advice for maximizing SmartSuite’s potential.

00:00 Introduction and Session Kickoff
00:13 Dan Leeman's Partnership with SmartSuite
01:24 Dan's Location and Remote Team Culture
01:57 Client Projects and Commonalities
02:52 SmartSuite's Integration and Automation
07:06 Contact and Lead Management
14:50 Creating and Managing Agreements
19:35 Project Creation and Templating
22:49 Invoicing and Billing Automation
32:37 Technology Behind the Automation System
38:19 Modular Solutions and Licensing Benefits
39:13 Building the My Work Dashboard
42:31 Activity Tracking and Integrations
46:50 Rapid Fire Q&A Session
47:59 Comparing SmartSuite with Other Tools
49:10 Document Designer and Template Creation
50:59 QuickBooks Integration and Cost Efficiency
52:46 Best Practices for CRM and Reporting
54:01 Email Automation and Mass Mailing
01:01:01 Permissions and Data Security
01:09:30 Final Thoughts and Next Steps