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Latest Videos

How To Create New Inquiry Templates | StartingPoint

In this video, we show you how to create inquiry templates to have an easy way for your Team Members to send inquiries to your customers within StartingPoint for your team members. StartingPoint is a workflow management platform for service-focused companies and teams. Our platform helps companies retain customers, save money by using less software, save time by centralizing information and data, and improve operational efficiency through simple workflow to make sure nothing falls through the cracks for your customers and your team members.

How To Create New Response Templates | StartingPoint

In this video, we show you how to create response templates to have an easy way to answer customer questions and inquiries quickly within StartingPoint for your team members. StartingPoint is a workflow management platform for service-focused companies and teams. Our platform helps companies retain customers, save money by using less software, save time by centralizing information and data, and improve operational efficiency through simple workflow to make sure nothing falls through the cracks for your customers and your team members.

How to Update the Notification E-mail Templates | StartingPoint

In this video, we show you how to update your notification templates to have an easy way to notify your customers or team members within StartingPoint. StartingPoint is a workflow management platform for service-focused companies and teams. Our platform helps companies retain customers, save money by using less software, save time by centralizing information and data, and improve operational efficiency through simple workflow to make sure nothing falls through the cracks for your customers and your team members.

How to Create a New On-boarding or Checklist Template for Customers | StartingPoint

In this video, we show you how to create an on-boarding or checklist template to have an easy way to complete tasks within StartingPoint for your customers. StartingPoint is a workflow management platform for service-focused companies and teams. Our platform helps companies retain customers, save money by using less software, save time by centralizing information and data, and improve operational efficiency through simple workflow to make sure nothing falls through the cracks for your customers and your team members.

How To Create New Project Templates | StartingPoint

In this video, we show you how to create project templates to have an easy way to initiate projects within StartingPoint for your team members. StartingPoint is a workflow management platform for service-focused companies and teams. Our platform helps companies retain customers, save money by using less software, save time by centralizing information and data, and improve operational efficiency through simple workflow to make sure nothing falls through the cracks for your customers and your team members.

How to Create a New Task List or Checklist Template for Team Members | StartingPoint

In this video, we show you how to create checklist templates for team members to remember their day to day tasks within StartingPoint for your team members. StartingPoint is a workflow management platform for service-focused companies and teams. Our platform helps companies retain customers, save money by using less software, save time by centralizing information and data, and improve operational efficiency through simple workflow to make sure nothing falls through the cracks for your customers and your team members.

Do You Work In A Shared Services Team? Here's How You Make Work Easier

Shared services teams are often challenged with supporting many individuals within a company. Less resources, e-mail, shared inboxes, and disconnected systems are all issues these teams face. How can this be solved to make work more efficient, save time, and save money? StartingPoint is a simple SaaS customer operations and experience platform that helps organizations manage on-boarding, project management, service and helpdesk support, and task and team management in one unified solution. StartingPoint can be deployed and customized within one hour and no actions take more than 5 clicks.

Customer Service Teams Are Challenged | StartingPoint

Customer service is a regular challenge for service-based companies. Customers ask "What is the status of my request".."Did you receive my question?" .. "What is the status of my project?"... "Did you get the file I sent to you?"...All of these can lead to confusion. Service-based teams are also using a lot of different tools to support a customer and none of the tools talk together. These challenges lead to wasted time and money. How can service-based companies solve this problem?

StartingPoint - 2020 - Testimonial - Tonya McKenzie, Managing Principal of Sand and Shores

Tonya McKenzie shares her testimonial of utilizing StartingPoint to create efficiency within her business to drive higher customer satisfaction and a better customer experience through improved communication.