Recent content by Jordan Lopez

  1. Jordan Lopez

    Zoho mail

    I use Zoho mail and think its great, even on the free plan. Unlike Outlook and Gmail it doesn't have native integration with calendar tools or other common software but they're a good starter provider and reliable. That being said, I'll be moving to one of the others in the near future for the...
  2. Jordan Lopez

    How do you handle repeat "how do I do X?" questions from your team?

    Agree on documenting processes. Sometimes the detail of SOPs can deter employees from wanting to follow them, in which case it becomes a behavioural issue. However this can be partially mitigated by developing more lightweight process documentation like swimlane diagrams and how-to videos...
  3. Jordan Lopez

    CRM and Website integration

    The best CRM to use depends entirely on your business. What industry are you in? How big is your business? Are you using it for marketing, lead generation or simply as a customer database? Are you going to need to integrate it with other systems? What can you afford? Ask yourself these...
  4. Jordan Lopez

    A quick intro.. and automation tools?

    Love this - it takes courage to build macros as large as this! Are you finding them reliable?
  5. Jordan Lopez

    A quick intro.. and automation tools?

    New to the forum so thought I'd say hello 👋 I work as an advisor in the process improvement and automation space helping businesses get control of their processes, free up their time from manual work and streamline their ways of working. I decided to join UKBF to connect with other business...
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