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PS Best Practices Blog Articles

Making (Worthwhile) Recommendations at the Right Time

I realize how valuable it is to have someone make a solid recommendation based on your specific requirements—and explain the alternatives in terms that make sense.
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The Three Musketeers Had It Right

Many of us know the cliché “All for One and One for All”. It’s the team support spirit; everyone pitching in to support a common goal and having that goal…
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Are Your Customers Your Virtual Sales Team?

Running a consulting firm can be a challenge, because your assets (the consultants) are expensive. So how can a small consulting firm launch and survive in this economy? By consistently delivering on quality and heightening your referenceability, you will create a virtual sales team out of your customers.
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7 Questions to Ask Before Augmenting, Replacing, or Upgrading Your Operational Software Systems

So you have a system in place for your sales tracking (CRM), project management and time tracking (PSA), and accounting (ERP) along with one or more marketing communication systems, contract…
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Top Three Items to Consider When Aligning Global Operations

How much should I align my offices to support a global business model within a PSA tool?
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Attrition: A Customer Relationship Opportunity


When an employee leaves for another job opportunity, it may be difficult to fill the hole, especially if he or she is responsible for managing a number of projects, initiatives, or engagements with your key customers. These projects will need a new team leader or manager…so how do you approach finding someone to fill those shoes?
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How to Lock Columns While Scrolling in OpenAir

Did you ever want to lock a column while scrolling through your data views? This video will show you how.
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The Importance of Being Earnest(ly Current)

New Year, New Resolutions, right?  One that I always put on my list is ‘keeping up with my workload and staying current with technology’.  I put them together since they…
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Travel Time Policies Around the World

I’ve been traveling quite a bit lately for both customer and company promotion activities. You may not think this is odd, but TOP Step is a virtual company and we…
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Is a completely remote services engagement feasible?

Working in a virtual company, communication is very important to keep everyone on track, engaged in the business, and aware of tips and tricks of the trade. We don’t all…
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