Photo by Fabian Blank on Unsplash myEvolv NX*: Where are Those Checkboxes Series Holding Claims – Katie Hutchinson Remembering where all the important checkboxes are when setting up finance in myEvolv can be overwhelming! In the1st post of our “Where are Those Checkboxes Series”, we look at holding claims to prevent them from being…
Photo by Sincerely Media on Unsplash Why Should I Stop Using a Google Sheet and Start Using a CRM? – Rebekah Hedge There is a point in time for every sales professional and business when it becomes more beneficial and less time consuming to use a Customer Relationship Management system (CRM) rather than a google/excel…
Photo by José Ramos on Unsplash The Difference Between Software and SaaS – Katie Hutchinson In tech, there are so many acronyms; it’s like learning a second language. SaaS (pronounced sass, like the first part of sassy) is an acronym you may have come across and you think, that’s fancy. Which, behind the scenes,…