All posts in Tech & Startups


Process Design Masterclass: Top Tips from a Process Design Expert

process design masterclass

This article is based on a segment from Process Street‘s Highway 2021 virtual event, where Anne Perry, Process Street’s resident process design expert, shares with us how we’ve built processes for hundreds of teams to help make work fun, fast, and faultless.

Process Design Masterclass: What I’ve Learned Building Processes for Hundreds of Teams was the eighth segment in Process Street’s Highway event.

You can check out our playlist of the full Highway event here, and don’t forget to sign up for free with Process Street!

Here’s the Process Design Masterclass with Anne Perry segment in full:

Continue Reading

How to Use Google Keep to Create The Ultimate Task List

How to Use Google KeepWhile it’s getting more popular lately, Keep is one Google’s of less popular products. It’s been around since 2013, and is a 100% free way to manage your tasks and store information.

What’s more, it links seamlessly with Gmail!

Because of this, you can now use Keep and Gmail together to create a lightweight task management system that lives inside your inbox. If you’re the sort of person who likes to start each day on to-do list / inbox zero and you’re striving to be more productive, you’ll love this.

This Process Street post will be covering:

Continue Reading

How Revenue Operations Can Support & Increase Sales Growth

Amy Dawson is a freelance copywriter specializing in content creation and PR strategies. With a background in recruitment, Amy has spent many years writing about how to make the most of your job hunt, from finding out where to search for your dream job, to preparing for your interview and understanding what to expect from your employer.

For many years, businesses have seen better sales & business performance as a result of dedicated departmental operations managers: Sales operations, marketing operations, customer operations, systems operations, they all work to improve the operational efficiency of their teams.

However, this kind of vertical organization can make it difficult to figure out how sales, marketing and customer success can work together optimally.

Siloing operational knowledge like this often leads to inefficiencies and reduced performance.

That’s where the role of revenue operations (also referred to as RevOps) comes in: Their goal is to increase efficiencies and ensure that each strand is working together harmoniously.

In this Process Street post, we’ll be covering:

What to Do About Ghost Customers? 5 Tips for Successful Reactivation

What to Do About Ghost Customers 5 Tips For Successful Reactivation

During the second world war, a young soldier from Lille attended a dance for servicemen about to be deployed. One woman caught his eye, and eventually, he worked up the nerve to ask her to dance.

Thinking that he would ask again – as most of the other young men would – she politely declined. The young soldier was shy, though, and took her refusal at face value. Not knowing her name or if he would even return, the young soldier went off to war.

Nearly a century later, their granddaughter – my very closest friend for all of three days – told me the story as we drove through the French countryside between Lille and Arras.

We love stories like that – the romance of chance encounters, unintended separations, and reunions that could only be an act of fate. Maybe it’s having an answer to the so-often unanswered question What might have been? that’s the thing that really resonates. Personally, I’m just really nosy and I like stories.

While most of us have some variation of “a friend of a friend’s second cousin’s grandmother was reunited with her first love by total accident,” the truth is, we rarely experience these reconnections without some sort of deliberate effort by one or both parties.

But we lose touch with people all the time. High school best friend. University mentor. Pick-up game buddy. Customer whose payment didn’t go through and involuntarily canceled their subscription to your service because they didn’t realize it.

Happens all the frickin time. But there is no missed connections column for lost customers. If you want them back, you’re going to have to be proactive. Fortunately, not only am I good with stories, but I’m pretty good at solving problems, too. (Or, at least, nagging our CS and Ops Team Manager, Blake Bailey, until he spills all his secrets.)

Either way, in this Process Street post, I’ll share the 5 things you need to know to put some life back into those ghost customers haunting your MRR.

Let’s reconnect!
Continue Reading

Supercharging Operational Efficiency with Nick Sonnenberg (Leverage CEO)

improve operational efficiency

This article is based on a segment from Process Street‘s Highway 2021 virtual event, where Leverage CEO Nick Sonnenberg shares with us how his team kicked their operational efficiency into overdrive from start to finish.

Supercharging Operational Efficiency with Leverage CEO Nick Sonnenberg was the fourth segment of Highway.

You can check out our playlist of the full Highway event here, and don’t forget to create a Free Account with Process Street!

Here’s the Supercharging Operational Efficiency with Nick Sonnenberg segment in full:

Continue Reading

OKR Management from a Slack HQ with Weekdone + Process Street

okr-management-weekdone-process-street-integration

Setting OKRs is a great way to improve performance by rallying your team around clear, action-oriented goals.

The best OKRs are ambitious, but realistically achievable, within reasonable deadlines.

In this post, we’ll look at how to set and manage your own company OKRs using an integration between OKR management software Weekdone and workflow management software Process Street.

We’ll cover:

Continue Reading

The Secret to Scalable Business with Rich Wong (General Partner at Accel)

scalable business process managementThis article is based on a segment from Process Street Highway 2021, where Rich Wong talks with Vinay Patankar and Blake Thorne of Process Street to discuss everything about scaling a business (namely, why it’s impossible without building solid processes.)

You can check out the full segment below, or read on for highlights.

Rich is a General Partner with Accel; he’s led investments across all sorts of exciting industries and companies, including sitting on the board of some great companies like Atlassian, UIPath, and Process Street.

Here’s what he had to say about why and how process management is so important to building a scalable business.
Continue Reading

The 11 Best Screen Sharing Apps (And How to Use Them)

screen sharingWhether it’s regular stand-up meetings with your team, customer communication, delivering feedback, demoing a new feature, or leading a webinar, screen sharing apps are so useful in the remote workplace that finding the best fit for your needs is an important task.

Well you’re in luck, as there are many offerings to choose from, not least due to the recent explosion of remote work around the globe.

In this Process Street article, I’ll be covering all of the best screen sharing apps (including those with remote desktop access), with advice on price, features, and what each tool is best used for.

Here’s a quick list of the screen sharing & remote desktop software I’ll be looking at:

Continue Reading

How to Grow Your SaaS Business with Social Proof Marketing

social proof marketing strategy

Kevin Elliott is a Marketing Manager for NiceJob, a platform that helps businesses collect and share customer reviews to improve their reputation and leverage it to increase sales and drive growth. He enjoys writing about business tips, workflow management, digital marketing, and customer experience. He has a cute puppy named Karl.

SaaS businesses and B2B sellers face unique challenges across the business landscape. You have to deal with long sales cycles and supposedly fickle buyers with multiple stakeholders who need to comply with internal policies—barriers unknown to many small, B2C businesses. But it’s exactly these circumstances that make tried-and-true techniques from consumer marketing so valuable for SaaS brands.

Think about it – getting a lead to book a demo or convert on a landing page, let alone actually buy, ultimately comes down to one thing: trust. In other words, are you a trustworthy brand?

All buyers, at the end of the day, are human. B2B buyers of enterprise software carefully evaluate SaaS providers for a reason: they want to feel like they can trust you. And there’s no better indicator of trust than leveraging social proof – the act of using client data, feedback, reviews, or sentiments – to your advantage to gain the trust of leads. So it’s no surprise that social proof is incredibly valuable to B2B companies.

Clearbit – one of the world’s largest marketing-data companies – added a testimonial to their landing pages and increased conversions by 84%!

In this Process Street article, you will learn all about what social proof is, what its benefits are, and some examples of social proof for SaaS businesses to help your company take off to new heights!

Let’s dive in!
Continue Reading

Masters of Process Episode 1: On Deck with Michael Gill and Curtis Cummings

Masters-of-Process-Episode-1In our first episode, we join with two of the team from On Deck, Michael Gill and Curtis Cummings. They join our hosts Philip Lakin and Blake Bailey to give us their insight into where no-code can take new startups and how you can use it to iterate at lightning-fast speeds internally.

Masters of Process brings you the no-code revolution in full. Join us as we meet with top innovators in the space and explore how they are reinventing the way a modern business operates. Brought to you by industry insiders from No Code Ops and Process Street, each half hour episode is a goldmine of productivity, products, and scaling.

Listen now on your favorite podcast platform. Subscribe now so you don’t miss out on the most in-depth no-code insights!
Continue Reading

Take control of your workflows today.

Try it free
Process Street