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Tag Archives: Tech Tools

To-Do List or Project Management Tool: Which One Do You Need?

a laptop on a desk with a large monitor displaying a productivity tool and the small monitor displaying a to-do list

Not sure if you need a to-do list or a project management tool? Learn how to choose the right one or use both to stay organized and boost productivity.

Posted byJacki Hollywood Brown2025-02-242025-02-23Posted inGeneral Business TipsTags:Tech Tools

Migrating Information to a CRM: A Virtual Assistant’s Guide

address book on desk with icons of people drifting to a computer representing migrating information to a CRM

Depending on the amount of data you have, migrating your information to a CRM can be a daunting task. Following these steps will make the process easier.

Posted byJacki Hollywood Brown2024-05-222025-01-22Posted inGeneral Business TipsTags:Records & Information Management, Tech Tools

Why You Need a Customer Relationship Management (CRM) Platform: A Virtual Assistant’s Perspective

an old fashioned rotary address book showing the address of the Eaton's store in Toronto, Canada representing why businesses need to invest in a customer relationship management platform

Why should you invest in a customer relationship management (CRM) platform? Companies that use a CRM improve client relationships, streamline operations, and grow their businesses faster!

Posted byJacki Hollywood Brown2024-01-242025-01-22Posted inGeneral Business TipsTags:Communication, Policy & Procedures, Privacy & Security, Tech Tools

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