Custom System or Off-the-Shelf: How to Decide
When a business should build a custom system or automation rather than use an off-the-shelf tool: five deciding questions, the middle path that is easy to miss, and what AI-assisted development changed.
Topic
Business automation
Every SoftWiz article and guide on Business automation: working processes, examples from the field and what we have learned on real client projects.
Freelancer, Agency or Tech Team for Your CRM Project
Before you hire a "technical implementer" for your CRM or automations, see why most projects fail and how a Fractional Tech Team saves you tens of thousands.
Information System Implementation: A Strategic Guide
About to implement an information system? The full SoftWiz guide: requirements analysis, staff resistance, data migration and business automation.
From Spreadsheets to CRM and Automation, Safely
How to move off spreadsheets to a CRM and automation without breaking the business: when to switch, what to do with the history, and how long it takes.
How to Measure ROI on CRM, Telephony and Automation
How to measure ROI on CRM, telephony and automation in a sales floor: the baseline to take first, the metrics that move after, and a worked example.
Automatic Dialers for Sales and Telemarketing Teams
Automatic and smart dialers for sales and telemarketing teams: how much time a rep loses between calls without one, what changes when the system picks the next lead, what happens to the leads who did not answer, and why we measure the result together instead of promising a number.
Choosing a CRM and Smart Dialer for a Sales Floor
A practical guide to building results-driven technology infrastructure for sales floors and telemarketing operations.
Turning an Information System into a Growth Engine
Competition is up, marketing costs are up, and customers expect more. Here is how information systems, automation and AI become a growth engine.
How to Implement AI and Automation in Your Business
A practical guide to rolling out AI, automation and integrations: setting the goals, mapping the processes, picking the tools and connecting the systems.