Succeed with Software
By SuiteDash
Categories: Technology
Helping businesses understand how software can save time and maximize profits by streamlining and systematizing their processes.
55 episodes indexed on podsearch.
Recent episodes
- CRM on A.I. Steroids 🔥 Using Custom Data Cards to Highlight Data Gaps
Before you can start work, you need to know which Clients still owe you information, and digging through every record to find out wastes time. SuiteDash's Custom Data Cards everywhere shows you at a glance.Choose the Custom Fields that matter for your process and save them as a named Custom Data…
- The Fastest Way to Review Client Forms and Uploads using SuiteDash
Reviewing what your Clients send you shouldn't mean pop-ups, downloads, and losing your place. SuiteDash's new Submission Review Panel opens every form submission right beside your list, so you can work through them in one continuous pass.Click any submission and it opens in a side panel while…
- From Data to Decisions: Analyzing Email Campaign Success w/ SuiteDash
00:00 Why Reporting Is Hard00:12 Open Performance Report00:35 Campaign Metrics Overview00:47 Yearly Snapshot00:59 Reading Open Rates01:11 Monthly Trends01:27 Audience Insights01:46 Link Click Winners02:05 Save Schedule Share02:13 Wrap Up Next StepsEmail Campaign Performance Report: Track Opens…
- A.I. Powered Automation: The Future of Business Workflows!
SuiteDash A.I. Auto Decision: Route Inquiries in Seconds (with Wingman Approval Mode)00:00 A.I. Auto Decision Overview00:39 Meet Vandelay Industries01:48 Auto Templates Explained03:17 Agents Setup Basics04:21 Building Decision Skills06:22 Add to Automations07:17 Customer Form Experience07:39…
- Day Counter: Simple and Easy Custom Data for your CRM + Client Portal
Day Counter Custom Field: Automatically Track Days Until (or Since) Any DateThis episode introduces Day Counter, a custom field that pairs with an existing date field to automatically show how many days are left until a date or how many days have passed since it, with no formulas required. After…
- SuiteDash BYOK: The Ultimate A.I. Harness for Business Operations & Automations
00:00 Welcome and Big Claim00:18 What Is an A.I. Harness02:20 Why Context and Permissions Matter03:18 The Problem With DIY Toolchains05:31 SuiteDash as the Unified Harness06:52 BYOK Explained Bring Your Own Key07:53 Privacy Compliance and Local Models09:15 Live Demo A.I. Connections Setup10:01…
- Client Onboarding Automation: How the Fastest Reply can Crush your Competition!
Win Clients in the First 20 Minutes: Automate Follow-Up and Close on Automatic!00:00 They Lost! You Won!00:13 The Photographer Test00:44 Instant Automated Follow Up01:19 Who Gets Your Business01:40 Freedom Through Automation02:34 Which Owner Are You03:25 Build Systems Early04:06 SuiteDash Wrap…
- Why Age is Your Advantage: Business Wisdom for Entrepreneurs in Their 40s and Beyond
Join Mike, Founder and CEO of SuiteDash, as he challenges the stereotype that successful businesses are only started by young entrepreneurs. With research showing that the most successful businesses are started by individuals in their 40s and 50s, Mike discusses the unique advantages that come…
- DEEP Dive into Dashboards: Building Your Perfect Workspace
Mastering Business Dashboards: Efficiently Customize, Control, and OptimizeJoin Mike as he walks you through the process of transforming chaotic dashboards into clear, powerful command centers for your business. Learn how to customize and assign dashboards for different roles within your…
- SuiteDash Projects Toolkit 101: Automate and Scale Your Workflows
Mastering SuiteDash: Projects Toolkit & Automation EssentialsJoin Mitchell, one of our Agency Partners, for an in-depth walkthrough of the Projects Toolkit in SuiteDash. In this Academy Session, you'll learn how to standardize workflows, streamline operations, and leverage automation to improve…
- Coaching Your Business to Success w/ SuiteDash
Master Your Business Like a Basketball Coach: Planning, Scripting, and Automating with SuiteDashIn this episode, Mike shares valuable insights from his morning drive to a varsity basketball tournament. As a passionate basketball coach and business owner, he draws meaningful parallels between…
- Community First! Insights directly from the Founder & CEO of SuiteDash
Connecting with SuiteDash: Insights from the CEOJoin Mike, the Founder and CEO of SuiteDash, as he shares why he's taking to YouTube to connect directly with the SuiteDash community. Learn about his commitment to authenticity, expertise, and understanding your needs as an entrepreneur. Discover…
- Never Miss a Critical Task! The Urgent Notification Bar in SuiteDash Keeps Targets on Track
The Urgent Notification Bar is a prominent banner which appears at the top of the Platform and serves as a constant reminder to the target that something crucial requires their attention.By keeping these reminders visible at all times, the UNB guarantees that your Targets won’t miss or overlook…
- Fully Integrated Support Tickets in SuiteDash – Serve Clients Seamlessly with ONE powerful platform!
The Support Tickets toolkit gives you the power to efficiently manage and track customer inquiries, ensuring that questions and/or issues submitted by your clients/customers are efficiently addressed and effectively resolved. These inquiries are managed within the Portal by your assigned Staff and…
- Powerful Dynamic Estimates let your Clients choose the items & quantities that work best for them!
Dynamic Estimates in SuiteDash allow businesses to provide clients with interactive, customizable pricing options by incorporating variable selections, optional add-ons, and quantity adjustments directly within the Estimate. This feature enhances flexibility by enabling clients to tailor their…
- FLOWs + Automations : Common Use Cases & Explanations
0:00 - Intro 1:30 - FLOWs + Automations 49:00 - Q & A Session with VIPs ---- FLOWs are automated sequences you can set up for your Contacts to complete forms, upload/download files, and eSign documents. They come in two flavors: On-Boarding, for a mandatory set of Steps a new Prospect, Client or…
- Ensure your Success by NOT Getting Rich Quick!
In this episode of the “Succeed with Software” podcast, Mike, the founder and CEO of SuiteDash, discusses the pitfalls of the get-rich-quick mentality and emphasizes the importance of focus and sustained effort in achieving true success. He explains how the constant pursuit of the next shiny…
- Our "Crowdsourced" Translation Strategy + How to become an Official Translator!
0:00 - Intro0:40 - Welcome & brief introduction to the Translation Toolkit architecture04:40 - Introduction to the Official Translator Program05:40 - How the "Community Crowdsource" model works10:20 - How to become an Official Translator10:53 - Closing Comments----In this episode of the “Succeed…
- A Guided Tour of the Upload & Download Blocks
0:00 - Intro0:40 - Welcome & explanation of how File Upload/Download Blocks are different03:45 - Introduction of the "Heads Up" audio device04:32 - Example using the User-Specific Dynamic Path option09:27 - Intro to the Target File Cabinet15:23 - Tour of the Dashboard Template used in video17:32…
- FLOWs : Step-by-Step Walkthrough of this ultra-powerful Onboarding & Data Collection Tool
0:00 - Intro 1:30 - FLOWs Intro 36:50 - Q & A Session with VIPs ---- FLOWs are automated sequences you can set up for your Contacts to complete forms, upload/download files, and eSign documents. They come in two flavors: On-Boarding, for a mandatory set of Steps a new Prospect, Client or Staff…
- Dashboards, Portal Pages & Landing Pages... What's the Diff?
Dashboards are designed to be a central location for users to return to and can be customized with different functionalities based on the user's role or needs. Portal Pages are similar to dashboards but can have multiple pages assigned to a single user and are only accessible to logged-in users…
- VIP SNEAK PEEK + Collab Session : Checkout Form + Future Plans
Get an exclusive first look at the Checkout Form which is set to be released in just the next week or two! PLUS, we'll discuss the future iterations of this super powerful and flexible feature set.----https://suitedash.com is on a Mission to help business owners around the world achieve…
- Q&A Webinar : September 12th, 2023
00:00 - Intro (Click Show more for clickable shortcuts) 04:38 - The Kickoff Form as the first step in your workflows 16:21 - How Subscription Plans work 18:31 - The Client's "Billing Dashboard" 21:20 - How to structure your workflows for maximum Automation 27:36 - Quick Project Management overview…
- Q&A Webinar : August 29th, 2023
00:00 - Intro (Click Show more for clickable shortcuts) 03:10 - Tracking Time & Billing TIme 08:20 - Discussion of Events & Event Templates 12:55 - Discussion RE: Public & Private Company Information 16:08 - Explanation of "Company Circles" 17:42 - Building a Company Dashboard 20:08 - Sharing…
- Q&A Webinar : August 22nd, 2023
00:00 - Intro (Click Show more for clickable shortcuts) 03:00 - Strategies for embedding Google Sheets 15:33 - Discussion of Roles + Onboarding 22:20 - Highlighting the power of Staff Submit in Forms 29:25 - Dynamic Documents & Contracts 33:00 - Question about creating custom Partner/Client Portal…
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