StartingPoint

Redondo Beach, CA, USA
2020
Jan 20, 2022   |  By StartingPoint
Do you know how to create and establish workflow processes in your organization? We believe automation can play a role in nearly all aspects of your operation. If you don't know how to begin embracing workflow automation but recognize the power of automation, this guide is for you.
Jan 19, 2022   |  By StartingPoint
Consulting business models can make or break the success of firms. Before you decide on a business model for your consulting firm, consider the following questions: The right professional services business model will support scalability and profitability. If you're actively considering business consulting models and find yourself at a crossroads, this is the perfect article for you to read. A consulting firm's business model can determine the trajectory of the organization.
Jan 14, 2022   |  By StartingPoint
Insurance management software automates customer service and office management activities for insurance agencies. Many insurance agency software solutions include task management systems and cloud storage facilities, enabling team members to centralize key administrative tasks without having to navigate between multiple platforms. It’s a no-brainer for all agencies. Insurance agents are wasting far too much time on tedious and repetitive tasks that could easily be automated.
Jan 10, 2022   |  By StartingPoint
Project schedule management is essential to the successful completion of any project. By mapping out a clear schedule, you can hold team members accountable to deadlines for specific tasks and ensure projects are completed within agreed timeframes. You can use project schedule management software to outline key milestones and assign team members to complete certain tasks.
Jan 7, 2022   |  By StartingPoint
Project management tracking is an important part of the workflow management process. It's critical to have a schedule management solution that allows you to track progress, make updates in real-time, and keep all team members on the same page.
Jan 3, 2022   |  By StartingPoint
Professional service management software is not a luxury for modern service businesses; it's a necessity that ensures greater profitability and growth potential. Professional service management tools are crucial for growing service businesses. As a service business owner, it's never been more important to consider investing in automation solutions to maximize the efficiency of your workforce.
Dec 20, 2021   |  By StartingPoint
Process improvement is an organizational strategy for achieving superior performance by systematically identifying flaws or inefficiencies in business processes, analyzing the data collected and determining how to address these issues. The methodology involves a series of steps. In this article, you will find 5 of the best process improvement methodologies.
Dec 16, 2021   |  By StartingPoint
Implementation teams play a critical role in introducing organizations to new systems and solutions. If you’re actively taking steps to improve workflow efficiency and streamline operations, implementation teams could help you to make significant steps forward. Let’s explore how professional service organizations use implementation teams to unlock the value of workflow automation and management solutions.
Dec 13, 2021   |  By StartingPoint
Professional services automation can radically transform the potential of your organization. By tapping into the power of workflow automation solutions, you can accelerate critical business processes and reduce the need for team members to complete tedious and repetitive tasks. If you want to get more done with less, workflow automation is the answer. For a professional service business, ensuring your workforce spends as much time as possible on client-facing tasks is critical to success.
Nov 29, 2021   |  By StartingPoint
How much do you know about building relationships with clients? In this guide, we are going to break down all you need to know about building relationships with clients. If you are exploring ways to increase customer retention and reduce churn, this is the perfect guide for you. Let’s dive straight into some practical tips on how to build strong and fruitful relationships with clients.
Jun 18, 2021   |  By StartingPoint
In this video, we show you how to create inquiry templates to have an easy way for your Team Members to send inquiries to your customers within StartingPoint for your team members. StartingPoint is a workflow management platform for service-focused companies and teams. Our platform helps companies retain customers, save money by using less software, save time by centralizing information and data, and improve operational efficiency through simple workflow to make sure nothing falls through the cracks for your customers and your team members.
Jun 18, 2021   |  By StartingPoint
In this video, we show you how to create response templates to have an easy way to answer customer questions and inquiries quickly within StartingPoint for your team members. StartingPoint is a workflow management platform for service-focused companies and teams. Our platform helps companies retain customers, save money by using less software, save time by centralizing information and data, and improve operational efficiency through simple workflow to make sure nothing falls through the cracks for your customers and your team members.
Jun 18, 2021   |  By StartingPoint
In this video, we show you how to update your notification templates to have an easy way to notify your customers or team members within StartingPoint. StartingPoint is a workflow management platform for service-focused companies and teams. Our platform helps companies retain customers, save money by using less software, save time by centralizing information and data, and improve operational efficiency through simple workflow to make sure nothing falls through the cracks for your customers and your team members.
Jun 17, 2021   |  By StartingPoint
In this video, we show you how to create checklist templates for team members to remember their day to day tasks within StartingPoint for your team members. StartingPoint is a workflow management platform for service-focused companies and teams. Our platform helps companies retain customers, save money by using less software, save time by centralizing information and data, and improve operational efficiency through simple workflow to make sure nothing falls through the cracks for your customers and your team members.
Jun 17, 2021   |  By StartingPoint
In this video, we show you how to create an on-boarding or checklist template to have an easy way to complete tasks within StartingPoint for your customers. StartingPoint is a workflow management platform for service-focused companies and teams. Our platform helps companies retain customers, save money by using less software, save time by centralizing information and data, and improve operational efficiency through simple workflow to make sure nothing falls through the cracks for your customers and your team members.
Jun 17, 2021   |  By StartingPoint
In this video, we show you how to create project templates to have an easy way to initiate projects within StartingPoint for your team members. StartingPoint is a workflow management platform for service-focused companies and teams. Our platform helps companies retain customers, save money by using less software, save time by centralizing information and data, and improve operational efficiency through simple workflow to make sure nothing falls through the cracks for your customers and your team members.
Mar 2, 2021   |  By StartingPoint
Shared services teams are often challenged with supporting many individuals within a company. Less resources, e-mail, shared inboxes, and disconnected systems are all issues these teams face. How can this be solved to make work more efficient, save time, and save money? StartingPoint is a simple SaaS customer operations and experience platform that helps organizations manage on-boarding, project management, service and helpdesk support, and task and team management in one unified solution. StartingPoint can be deployed and customized within one hour and no actions take more than 5 clicks.
Feb 18, 2021   |  By StartingPoint
Customer service is a regular challenge for service-based companies. Customers ask "What is the status of my request".."Did you receive my question?" .. "What is the status of my project?"... "Did you get the file I sent to you?"...All of these can lead to confusion. Service-based teams are also using a lot of different tools to support a customer and none of the tools talk together. These challenges lead to wasted time and money. How can service-based companies solve this problem?
Jan 6, 2021   |  By StartingPoint
Tonya McKenzie shares her testimonial of utilizing StartingPoint to create efficiency within her business to drive higher customer satisfaction and a better customer experience through improved communication.
Jan 4, 2021   |  By StartingPoint
Dr. Erin Oksol shares her testimonial of utilizing StartingPoint to create efficiency within her business to drive higher customer satisfaction and a better customer experience.

StartingPoint is a SaaS customer operations and experience platform for service-based companies, firms, and teams to simplify customer on-boarding, project management, helpdesk and service management, team management, and communication. StartingPoint can be deployed and customized in one hour, no actions take more than 5 clicks, and is simplified for non-technical business leaders and teams.

StartingPoint eliminates the need for professional services companies and teams to use multiple SaaS solutions that complicate the customer experience. StartingPoint's simple platform increases the satisfaction, retention, and service delivery for your customers in one hour.

Simplify Your Customer Experience and Operations:

  • Client-Labeled Interface: Have the ability to maintain your logo, brand, and simplify engagement with a single portal for all customers.
  • Service Management: Drive streamlined communication for your customers and clients in one portal for all employees to assist.
  • File Storage: Securely allow customers to upload, retain, and file documents to be shared between your customer and your team.
  • Team Management: Add team members to the platform to be focused on providing amazing support.
  • Workflow Automation: Create efficient workflow within your company to ensure your customer needs are met.
  • Custom FAQs: Develop FAQs that can be retrievable by your customers to provide self-service.

Solving The Disconnected Customer Experience.