No matter how anti-tech you are, unless you’re Amish, you need to use the internet daily, whether to conduct your business, stay in touch with loved ones, or for educational purposes. The internet is a wonderful place full of information and possibilities but also It is a place where if you do not take the necessary precautions when sharing information, you could be putting yourself at risk.
Continue reading “The Best Way to Send Documents Securely Online”
Companies nowadays store and handle all kinds of data about their customers. The power of digital record keeping means that your business can store more detailed kinds of information, and in larger quantities than ever before. Naturally, your customers trust your business to keep their information safe, and this is of the utmost importance for any business if it wants to remain viable.
Through the first few years of your career, you may need to write several types of professional emails to request assistance with various tasks. These emails might be an important part of getting information that can help you complete a project or gain knowledge from others in your company.
In this article, we’ll explain how to write a professional and effective request email. We’ll also offer steps to assist you in writing your email and a sample email for requesting documents that you can use as a model.
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Tax season is coming! And some people are finishing up their federal and state income tax returns in large numbers.
They eventually will complete the paperwork and have it prepared for submission. If you prepare your taxes online or with the help of online accounting, you might be tempted to send tax documents by email. It is simple, easy, and convenient you can save time and you will be able to meet your next tax deadline.
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File Request Pro provides you with an easy way to gather support requests from your customers. It is a flexible alternative to Salesforce’s web-to-case feature, supporting attachments and customisations.
Use File Request Pro to quickly create one-page or multi-page customer support forms that give your team the information they need to deal with customer problems.
Continue reading “An alternative to Salesforce’s web-to-case feature that supports attachments”
File Request Pro provides you with an easy way to gather information and documents from leads and your existing clients. It is a simple, no-code alternative to Salesforce’s web-to-lead feature.
Use File Request Pro to create one-page or multi-page upload forms with your company branding using our form builder.
Continue reading “A simple, no-code alternative to Salesforce’s web-to-lead feature”
Looking to build forms for your clients that are compatible with your Saleforce organisation?
You have a number of options, depending on your use case and budget. Salesforce has two basic features for creating specific forms.
Creating fillable forms for your Salesforce leads or existing customers is quick and simple with File Request Pro’s Salesforce integration. You can request files, documents, and any other type of content, which is then securely transferred to your Salesforce.org.
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Having loyal customers is a very important asset for any business. Customers who are satisfied with your services or products tend to be of higher value for your company, being more likely to have repeat purchases and generating more revenue for the business.
Continue reading “Building a Customer Loyalty Program and Ensure to Keep Them Always in Touch”
When onboarding a new employee, do you still print out documents and forms for the employee to fill out? Do you need to create spreadsheets on a regular basis to help track HR information? If you said yes to either question, then it’s time to start creating a Paperless Onboarding process.
Continue reading “Set Up a Paperless Employee Onboarding with a Form Builder”