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…
Read MoreTop 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?
Read MoreAttrition: 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?
Read MoreHow 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.
Read MoreThe 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…
Read MoreTravel 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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