Setting up a new Salesforce database can be a bear! However you choose to configure it, the Salesforce fields will be at the heart of your process. Fields are what every dashboard, report and contact entry will be based on.…
Your team is distributed across several state and national borders. That means your reporting, your creative assets, and your support mechanisms are produced in several time zones. But today’s scheduling software makes setting up meetings in several time zones a…
Though there are now some amazing, cloud based expense management tools out there, signing up for one of these doesn’t automatically guarantee that you’ll get those expense reports done on time. These high-tech tools work still require the human touch. Making those…
With vendors like Square and PayPal flooding the retail market, paper receipts may soon be a thing of past. But getting rid of them completely is still in the distant future. Until your favorite cabbie becomes as tech savvy as your local Apple Store,…
Long-distance relationships are hard. Skype and AT&T carry your voice, but they miss out on context and body language, which are key components of effective communication. Considering the dual challenges of building trust and a busy schedule, establishing a bond…
Most executives subconsciously schedule buffers before and after appointments in order to: Avoid a day of cascading cancelations or late meetings Ensure you spend time with the most valuable people Convey respect towards your contacts Reserve time for critical office…
Quickskill knows that executives face many challenges when they first begin to delegate admin services to an assistant, especially in areas such as calendar management. In essence, scheduling relies upon managing time slots well—incorrect management can play havoc on your productivity,…
Dreading your list of overdue tasks in Salesforce? If you are like most executives, you dread logging into your CRM because it will present you with an overwhelming list of overdue tasks. Despite your best intentions, there are days when…
Developing a system is easier than you think. Quickskill manages the relationships for numerous executives, and has the unique opportunity to observe them at work. Surprisingly, when they initially engage with us, many executives confess to having the nagging feeling…
1 Scheduling manually is inefficient Most senior executives don’t stop to think about the time they spend on scheduling. However, when we analyze their processes, most new Quickskill members spend a great deal of time on meeting “ping-pong”, the back-and-forth…
