Succeed with Software

Succeed with Software

By SuiteDashTechnology
Download on the App Store

Succeed with Software episodes

  • Q&A Webinar : August 10th, 2023
    00:00 - Intro (Click Show more for clickable shortcuts)
    05:13 - Connecting SuiteDash to 3rd party apps via API & Webhooks
    13:13 - Exchanging Files/Documents between your Organization & your Prospects/Clients
    18:45 - Using Messaging as a tool for communicating with Prospects/Clients
    22:17 - Exploring the Automation capabilities in SuiteDash
    22:35 - Using SuiteDash to create a streamlined & automated workflow (process)
    42:35 - Using Timers & Accumulating Invoice Generators to set your billing on Autopilot
    52:40 - Conversation about Email Marketing & Statistics
    58:20 - Using the "Staff Submit" feature in Forms to augment Client data profiles
    1:00:30 - Using the Dynamic Logic Engine to automate Client classification
    1:01:37 - How to integrate/link your Portal into/from your website
    1:03:46 - Dynamic Dashboards w/ Dynamic Data
    1:09:50 - Discussion RE: Wizarding Sessions
    1:10:50 - Closing Remarks
    ----
    Attend the next Q&A Webinar : https://suitedash.com/weekly-webinar/
    Subscribe to the Podcast feed: https://succeedwithsoftware.com
    ----
    https://suitedash.com is on a Mission to help business owners around the world achieve #SuiteFreedom by leveraging the power of systems, processes & automations!
    But realize that YOU are ALSO a part of our Mission!
    Our development is 100% guided by YOU and the Community as a whole! YOU have the power to make suggestions that actually get heard and actually get built.
    So, please if you haven't already done so, we'd like to invite you to become an active part of the SuiteDash Community and provide feedback, ideas, and assistance, or just chime in to let us know when things are really working well for you. Together, we can build your perfect solution!
    Together, we are UNSTOPPABLE!
    Do the work. Get your life back. We'll help you!
    ----
    DOCS @ https://help.suitedash.com
    ACADEMY @ https://academy.suitedash.com
    COMMUNITY @ https://community.suitedash.com
    WEBINARS @ https://suitedash.com/weekly-webinar/
    FACEBOOK @ https://www.facebook.com/groups/suitedashofficial
    PODCAST @ https://suitedash.com/podcast/
    YOUTUBE @ https://youtube.com/suitedash
    VOTE @ https://vote.suitedash.com
    ---
    PROMOTER @ https://suitedash.com/promoter-program/
    RESELLER @ https://suitedash.com/reseller-program/
    AGENCY @ https://suitedash.com/become-an-agency-partner/
    ---
    INSTAGRAM @ https://instagram.com/suitedash
    TIKTOK @ https://www.tiktok.com/@suitedash
    TWITTER @ https://twitter.com/suitedash
    1 hr 12 min
  • Q&A Webinar : August 8th, 2023
    00:00 - Intro (Click Show more for clickable shortcuts)
    04:15 - Building a White Label CRM that you can sell
    14:21 - How to connect the Portal to your website?
    19:00 - How to share Files with Prospects & Clients?
    22:34 - Sharing Files with a Circle
    23:30 - Using a Kickoff Form (like an intake/interest form) on your website
    31:40 - Generating a PDF when a Prospect/Client/Staff completes a Form
    39:48 - Designing Forms to support your INTERNAL Staff processes
    47:25 - CRM Dashboard functionality
    51:00 - Tracking Referrals via a points, bonus or commission structure
    1:00:20 - How to test your payments before going live
    1:02:48 - Clarification of API vs. Webhook functionality
    1:07:40 - Discussion of the POWER of All-in-One
    1:11:40 - Closing Remarks
    ----
    Attend the next Q&A Webinar : https://suitedash.com/weekly-webinar/
    Subscribe to the Podcast feed: https://succeedwithsoftware.com
    ----
    https://suitedash.com is on a Mission to help business owners around the world achieve #SuiteFreedom by leveraging the power of systems, processes & automations!
    But realize that YOU are ALSO a part of our Mission!
    Our development is 100% guided by YOU and the Community as a whole! YOU have the power to make suggestions that actually get heard and actually get built.
    So, please if you haven't already done so, we'd like to invite you to become an active part of the SuiteDash Community and provide feedback, ideas, and assistance, or just chime in to let us know when things are really working well for you. Together, we can build your perfect solution!
    Together, we are UNSTOPPABLE!
    Do the work. Get your life back. We'll help you!
    ----
    DOCS @ https://help.suitedash.com
    ACADEMY @ https://academy.suitedash.com
    COMMUNITY @ https://community.suitedash.com
    WEBINARS @ https://suitedash.com/weekly-webinar/
    FACEBOOK @ https://www.facebook.com/groups/suitedashofficial
    PODCAST @ https://suitedash.com/podcast/
    YOUTUBE @ https://youtube.com/suitedash
    VOTE @ https://vote.suitedash.com
    ---
    PROMOTER @ https://suitedash.com/promoter-program/
    RESELLER @ https://suitedash.com/reseller-program/
    AGENCY @ https://suitedash.com/become-an-agency-partner/
    ---
    INSTAGRAM @ https://instagram.com/suitedash
    TIKTOK @ https://www.tiktok.com/@suitedash
    TWITTER @ https://twitter.com/suitedash
    1 hr 13 min
  • Q&A Webinar : July 20th, 2023
    00:00 - Intro (Click Show more for clickable shortcuts)
    05:40 - Comprehensive walkthrough Portal Concepts + Setup + Automations
    50:15 - Discussion of "facilitator" type platform questions
    56:36 - Walkthrough of Dashboards & how they are assigned
    1:01:40 - Sneak Peeks of some upcoming features
    1:02:54 - Discussion of Subscription Plans + Subscriptions + Collaborator business model
    1:09:09 - Closing Remarks
    ----
    Attend the next Q&A Webinar : https://suitedash.com/weekly-webinar/
    Subscribe to the Podcast feed: https://succeedwithsoftware.com
    ----
    https://suitedash.com is on a Mission to help business owners around the world achieve #SuiteFreedom by leveraging the power of systems, processes & automations!
    But realize that YOU are ALSO a part of our Mission!
    Our development is 100% guided by YOU and the Community as a whole! YOU have the power to make suggestions that actually get heard and actually get built.
    So, please if you haven't already done so, we'd like to invite you to become an active part of the SuiteDash Community and provide feedback, ideas, and assistance, or just chime in to let us know when things are really working well for you. Together, we can build your perfect solution!
    Together, we are UNSTOPPABLE!
    Do the work. Get your life back. We'll help you!
    ----
    DOCS @ https://help.suitedash.com
    ACADEMY @ https://academy.suitedash.com
    COMMUNITY @ https://community.suitedash.com
    WEBINARS @ https://suitedash.com/weekly-webinar/
    FACEBOOK @ https://www.facebook.com/groups/suitedashofficial
    PODCAST @ https://suitedash.com/podcast/
    YOUTUBE @ https://youtube.com/suitedash
    VOTE @ https://vote.suitedash.com
    ---
    PROMOTER @ https://suitedash.com/promoter-program/
    RESELLER @ https://suitedash.com/reseller-program/
    AGENCY @ https://suitedash.com/become-an-agency-partner/
    ---
    INSTAGRAM @ https://instagram.com/suitedash
    TIKTOK @ https://www.tiktok.com/@suitedash
    TWITTER @ https://twitter.com/suitedash
    1 hr 11 min
  • Q&A Webinar : July 18th, 2023
    00:00 - Intro (Click Show more for clickable shortcuts)
    04:47 - Feature Highlight | Hide Individual Mode
    15:32 - General Q&A
    16:48 - Project Management | Community Ideas + Discussion
    42:14 - Discussion | 2-way SMS + Outbound Calling
    48:12 - Discussion | Custom Field Folders & Form Folders
    52:15 - Portal Page Templates + Global Content Blocks
    57:05 - Contributing & Sharing in Template Library
    59:45 - Ideas for using Custom Fields to create a commission tracking system
    1:05:40 - Closing Remarks
    ----
    Attend the next Q&A Webinar : https://suitedash.com/weekly-webinar/
    Subscribe to the Podcast feed: https://podcasters.spotify.com/pod/show/succeedwithsoftware
    ----
    https://suitedash.com is on a Mission to help business owners around the world achieve #SuiteFreedom by leveraging the power of systems, processes & automations!
    But realize that YOU are ALSO a part of our Mission!
    Our development is 100% guided by YOU and the Community as a whole! YOU have the power to make suggestions that actually get heard and actually get built.
    So, please if you haven't already done so, we'd like to invite you to become an active part of the SuiteDash Community and provide feedback, ideas, and assistance, or just chime in to let us know when things are really working well for you. Together, we can build your perfect solution!
    Together, we are UNSTOPPABLE!
    Do the work. Get your life back. We'll help you!
    ----
    DOCS @ https://help.suitedash.com
    ACADEMY @ https://academy.suitedash.com
    COMMUNITY @ https://community.suitedash.com
    WEBINARS @ https://suitedash.com/weekly-webinar/
    FACEBOOK @ https://www.facebook.com/groups/suitedashofficial
    PODCAST @ https://suitedash.com/podcast/
    YOUTUBE @ https://youtube.com/suitedash
    VOTE @ https://vote.suitedash.com
    ---
    PROMOTER @ https://suitedash.com/promoter-program/
    RESELLER @ https://suitedash.com/reseller-program/
    AGENCY @ https://suitedash.com/become-an-agency-partner/
    ---
    INSTAGRAM @ https://instagram.com/suitedash
    TIKTOK @ https://www.tiktok.com/@suitedash
    TWITTER @ https://twitter.com/suitedash
    1 hr 7 min
  • Q&A Webinar : July 11th, 2023
    00:00 - Intro (Click Show more for clickable shortcuts)
    07:18 - Using Update Forms to let Clients update their own information
    13:45 - Embedding Google Sheets in SuiteDash
    18:17 - Creating a simple Onboarding process
    32:41 - Using Project Generators to create Projects via Automation
    37:24 - Agency Partners, Wizard Sessions & Sensei Sessions
    42:36 - Intro to the Reseller Program
    44:05 - Using Calculated Custom Fields to build a Referral Tracking system
    50:40 - SuiteDash's strategy to be a generic Operating System for any business/organization
    55:00 - Outlook on Shopping Block & Payment Block / Landing Pages
    1:04:29 - Update on Support Tickets
    1:11:43 - Closing Remarks
    ----
    Attend the next Q&A Webinar : https://suitedash.com/weekly-webinar/
    Subscribe to the Podcast feed: https://podcasters.spotify.com/pod/show/succeedwithsoftware
    ----
    https://suitedash.com is on a Mission to help business owners around the world achieve #SuiteFreedom by leveraging the power of systems, processes & automations!
    But realize that YOU are ALSO a part of our Mission!
    Our development is 100% guided by YOU and the Community as a whole! YOU have the power to make suggestions that actually get heard and actually get built.
    So, please if you haven't already done so, we'd like to invite you to become an active part of the SuiteDash Community and provide feedback, ideas, and assistance, or just chime in to let us know when things are really working well for you. Together, we can build your perfect solution!
    Together, we are UNSTOPPABLE!
    Do the work. Get your life back. We'll help you!
    ----
    DOCS @ https://help.suitedash.com
    ACADEMY @ https://academy.suitedash.com
    COMMUNITY @ https://community.suitedash.com
    WEBINARS @ https://suitedash.com/weekly-webinar/
    FACEBOOK @ https://www.facebook.com/groups/suitedashofficial
    PODCAST @ https://suitedash.com/podcast/
    YOUTUBE @ https://youtube.com/suitedash
    VOTE @ https://vote.suitedash.com
    ---
    PROMOTER @ https://suitedash.com/promoter-program/
    RESELLER @ https://suitedash.com/reseller-program/
    AGENCY @ https://suitedash.com/become-an-agency-partner/
    ---
    INSTAGRAM @ https://instagram.com/suitedash
    TIKTOK @ https://www.tiktok.com/@suitedash
    TWITTER @ https://twitter.com/suitedash
    1 hr 13 min
  • SuiteDash Pricing + Power-Ups = Flexible & Affordable All-in-One Software
    In this short video, Mike explains the concepts behind SuiteDash pricing and answers the most common Pricing + Power-Up questions.
    https://suitedash.com can help you achieve #SuiteFreedom!
    ---
    DOCS @ https://help.suitedash.com
    ACADEMY @ https://academy.suitedash.com
    WEBINARS @ https://suitedash.com/weekly-webinar/
    COMMUNITY @ https://community.suitedash.com
    FACEBOOK @ https://www.facebook.com/groups/suitedashofficial
    YOUTUBE @ https://youtube.com/suitedash
    VOTE @ https://vote.suitedash.com
    ---
    PROMOTER @ https://suitedash.com/promoter-program/
    RESELLER @ https://suitedash.com/reseller-program/
    AGENCY @ https://suitedash.com/become-an-agency-partner/
    ---
    INSTAGRAM @ https://instagram.com/suitedash
    TIKTOK @ https://www.tiktok.com/@suitedash
    TWITTER @ https://twitter.com/suitedash
    11 min
  • Q&A Webinar : July 6th, 2023
    00:00 - Intro (Click Show more for clickable shortcuts)
    03:09 - Upcoming Feature - Community Power-Up
    11:03 - Difference between Subscriptions & Recurring Invoices
    23:48 - Upcoming Feature - CRM Search Bar
    28:40 - Working with Company vs. Individual
    37:26 - Upcoming Feature - Meetings
    41:10 - General Q&A
    1:03:25 - Closing Remarks
    ----
    Attend the next Q&A Webinar : https://suitedash.com/weekly-webinar/
    Subscribe to the Podcast feed: https://podcasters.spotify.com/pod/show/succeedwithsoftware
    ----
    https://suitedash.com is on a Mission to help business owners around the world achieve #SuiteFreedom by leveraging the power of systems, processes & automations!
    But realize that YOU are ALSO a part of our Mission!
    Our development is 100% guided by YOU and the Community as a whole! YOU have the power to make suggestions that actually get heard and actually get built.
    So, please if you haven't already done so, we'd like to invite you to become an active part of the SuiteDash Community and provide feedback, ideas, and assistance, or just chime in to let us know when things are really working well for you. Together, we can build your perfect solution!
    Together, we are UNSTOPPABLE!
    Do the work. Get your life back. We'll help you!
    ----
    DOCS @ https://help.suitedash.com
    ACADEMY @ https://academy.suitedash.com
    COMMUNITY @ https://community.suitedash.com
    WEBINARS @ https://suitedash.com/weekly-webinar/
    FACEBOOK @ https://www.facebook.com/groups/suitedashofficial
    PODCAST @ https://suitedash.com/podcast/
    YOUTUBE @ https://youtube.com/suitedash
    VOTE @ https://vote.suitedash.com
    ---
    PROMOTER @ https://suitedash.com/promoter-program/
    RESELLER @ https://suitedash.com/reseller-program/
    AGENCY @ https://suitedash.com/become-an-agency-partner/
    ---
    INSTAGRAM @ https://instagram.com/suitedash
    TIKTOK @ https://www.tiktok.com/@suitedash
    TWITTER @ https://twitter.com/suitedash
    ---
    Send in a voice message: https://podcasters.spotify.com/pod/show/succeedwithsoftware/message
    1 hr 7 min
  • Q&A Webinar : July 6th, 2023

    00:00 - Intro (Click Show more for clickable shortcuts)

    03:09 - Upcoming Feature - Community Power-Up
    11:03 - Difference between Subscriptions & Recurring Invoices
    23:48 - Upcoming Feature - CRM Search Bar
    28:40 - Working with Company vs. Individual
    37:26 - Upcoming Feature - Meetings
    41:10 - General Q&A
    1:03:25 - Closing Remarks
    ----
    Attend the next Q&A Webinar : https://suitedash.com/weekly-webinar/
    Subscribe to the Podcast feed: https://podcasters.spotify.com/pod/show/succeedwithsoftware
    ----
    https://suitedash.com is on a Mission to help business owners around the world achieve #SuiteFreedom by leveraging the power of systems, processes & automations!
    But realize that YOU are ALSO a part of our Mission!
    Our development is 100% guided by YOU and the Community as a whole! YOU have the power to make suggestions that actually get heard and actually get built.
    So, please if you haven't already done so, we'd like to invite you to become an active part of the SuiteDash Community and provide feedback, ideas, and assistance, or just chime in to let us know when things are really working well for you. Together, we can build your perfect solution!
    Together, we are UNSTOPPABLE!
    Do the work. Get your life back. We'll help you!
    ----
    DOCS @ https://help.suitedash.com
    ACADEMY @ https://academy.suitedash.com
    COMMUNITY @ https://community.suitedash.com
    WEBINARS @ https://suitedash.com/weekly-webinar/
    FACEBOOK @ https://www.facebook.com/groups/suitedashofficial
    PODCAST @ https://suitedash.com/podcast/
    YOUTUBE @ https://youtube.com/suitedash
    VOTE @ https://vote.suitedash.com
    ---
    PROMOTER @ https://suitedash.com/promoter-program/
    RESELLER @ https://suitedash.com/reseller-program/
    AGENCY @ https://suitedash.com/become-an-agency-partner/
    ---
    INSTAGRAM @ https://instagram.com/suitedash
    TIKTOK @ https://www.tiktok.com/@suitedash
    TWITTER @ https://twitter.com/suitedash

    1 hr 7 min
  • Q&A Webinar : July 4th, 2023

    00:00 - Intro (Click Show more for clickable shortcuts)

    05:35 - How to get started with SuiteDash
    13:43 - Preparing your pricing for Automation
    22:30 - Dynamic possibilities in Documents/Contracts
    31:43 - The power of Staff Submit in Forms
    38:52 - Solving a challenge with the Dynamic Logic Engine + Auto-Templates
    43:41 - Discussion RE: to the Choice Block in Forms
    50:18 - On-Boarding FLOWs and/or Staged Onboarding using Circles
    1:00:12 - Discussion RE: multiple "types" of Clients & unique experiences for each
    1:06:24 - Discussion RE: Upcoming "Item Types" functionality
    1:12:19 - The strategy of SuiteDash as an All-in-One Software
    1:20:50 - Updates on Support Tickets & Chat w/ Clients
    1:23:29 - Closing Remarks
    ----
    Attend the next Q&A Webinar : https://suitedash.com/weekly-webinar/
    Subscribe to the Podcast feed: https://podcasters.spotify.com/pod/show/succeedwithsoftware
    ----
    https://suitedash.com is on a Mission to help business owners around the world achieve #SuiteFreedom by leveraging the power of systems, processes & automations!
    But realize that YOU are ALSO a part of our Mission!
    Our development is 100% guided by YOU and the Community as a whole! YOU have the power to make suggestions that actually get heard and actually get built.
    So, please if you haven't already done so, we'd like to invite you to become an active part of the SuiteDash Community and provide feedback, ideas, and assistance, or just chime in to let us know when things are really working well for you. Together, we can build your perfect solution!
    Together, we are UNSTOPPABLE!
    Do the work. Get your life back. We'll help you!
    ----
    DOCS @ https://help.suitedash.com
    ACADEMY @ https://academy.suitedash.com
    COMMUNITY @ https://community.suitedash.com
    WEBINARS @ https://suitedash.com/weekly-webinar/
    FACEBOOK @ https://www.facebook.com/groups/suitedashofficial
    PODCAST @ https://suitedash.com/podcast/
    YOUTUBE @ https://youtube.com/suitedash
    VOTE @ https://vote.suitedash.com
    ---
    PROMOTER @ https://suitedash.com/promoter-program/
    RESELLER @ https://suitedash.com/reseller-program/
    AGENCY @ https://suitedash.com/become-an-agency-partner/
    ---
    INSTAGRAM @ https://instagram.com/suitedash
    TIKTOK @ https://www.tiktok.com/@suitedash
    TWITTER @ https://twitter.com/suitedash

    1 hr 26 min
  • What is a Portal & how can you benefit?
    A Portal as your Organization OS
    SuiteDash was designed from the ground up to function as the OPERATING SYSTEM of your business!
    You now have the tools that you need to organize, systematize and automate almost every part of your Organization. Just a small investment of time and attention will result in a massive ROI in the form of more business, more growth potential, and MORE PROFIT!
    And best of all, this can be accomplished in a way that dramatically reduces the manual workload needed to run your business and lets you spend more time doing what you love!
    If you will trust us and trust this process, SuiteDash can help you achieve #SuiteFreedom!
    ---
    DOCS @ https://help.suitedash.com
    ACADEMY @ https://academy.suitedash.com
    WEBINARS @ https://suitedash.com/weekly-webinar/
    COMMUNITY @ https://community.suitedash.com
    FACEBOOK @ https://www.facebook.com/groups/suitedashofficial
    YOUTUBE @ https://youtube.com/suitedash
    VOTE @ https://vote.suitedash.com
    ---
    PROMOTER @ https://suitedash.com/promoter-program/
    RESELLER @ https://suitedash.com/reseller-program/
    AGENCY @ https://suitedash.com/become-an-agency-partner/
    ---
    INSTAGRAM @ https://instagram.com/suitedash
    TIKTOK @ https://www.tiktok.com/@suitedash
    TWITTER @ https://twitter.com/suitedash
    10 min

About Succeed with Software

From the publisher's feed

Helping businesses understand how software can save time and maximize profits by streamlining and systematizing their processes.