Anna Burgess Yang

CRM automation guide

Automating your common CRM tasks—like putting in new contacts, adding leads to your email lists, and notifying your team—can free up your focus for your most important work.

How to automate your transcription app

Transcription apps let us be truly present in meetings, but completing follow-up tasks after a call still eats up valuable time. Here's how to fix that.

What is a personal CRM—and should you use one?

Your contacts live all over the place, and it can be a chore to manage. What I really wanted—and needed—was a consolidated view of all my contacts. That's when I turned to a personal CRM.

Guide to accounting automation

When you automate your accounting workflows, you send data from one product to another, saving time and reducing the chance of error.