Category: Workflows

A cursor navigating through information, representing the pre-sales support workflow
Productivity

What Is a Pre-Sales Support Workflow?

Is a firm handshake enough to secure a deal? These days, a prospect might have any number of technical questions, and they expect collateral before they buy. How do you get answers and support to your sales reps when they need it?

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A looking glass and a finger cursor, representing a workflow audit
Project management

How to Perform a Workflow Audit

How do you know when a workflow isn’t working right, and what can you do about it? Perform a workflow audit, and reap the rewards. Find out how (and when) you can audit your workflows.

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A list of done tasks, representing the optimization of the personal to-do list workflow
Collaboration

What Is a Personal To-Do List Workflow?

What’s the first thing you do when you get to the office? You probably start by finding out what you need to do that day. That involves checking your email, your chat tool, your tools, and more. How do you keep it all organized? With a personal to-do list workflow, of course.

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Elevator buttons, representing optimizing the support ticket escalation workflow
Collaboration

How To Optimize Support Ticket Escalation Workflows

A perfect ticket escalation workflow means the customer barely notices the difference. No matter how many teams the ticket has to get through or how much back-and-forth happen between them the customer knows they’re getting excellent service. Here’s how you can live that dream with Unito.

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Jerseys for hockey, baseball, and basketball, representing a cross functional team
Collaboration

What Is a Cross Functional Team?

Most of the teams at your organization are like a sports team. They might play different positions, but they’re all generally doing the same thing. Sometimes, you need a team that’s a little more varied to nail trickier projects, more like a rock band. Here’s what a cross functional team is (and why it’s like a rock band).

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An illustration of elevator buttons, the up button glowing, representing the support ticket escalation workflow.
Collaboration

What Is the Support Ticket Escalation Workflow?

Even the most dedicated customer support agents sometimes need help from other teams. Whether they need engineering to jump onto a new bug or the billing team to handle a billing issue, some tickets need escalation. That’s where this workflow comes in.

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An illustration of the finish line at a foot race, representing the sprint execution workflow.
Project management

How to Optimize Sprint Execution Workflows With Unito

Maybe you’ve managed to optimize your workflow right up to dealing with the work in your backlog. But what should you do if your sprints always leave your developers out of breath? Here’s how you can optimize your sprint execution workflow.

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An illustration of a pool with swimming lanes, representing a sprint execution workflow.
Project management

What Is a Sprint Execution Workflow?

You’ve gone through the backlog, prioritized what needs to happen, and planned your next sprint. There have been meetings and messages, and everyone knows what they’re supposed to do. You’re here to help your team, and you want to know exactly where and when to give that support. Find out how the sprint execution workflow makes this happen.

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Project management

What Is a Project Reporting Workflow?

With numerous communication channels and work management tools at our fingertips, getting updates on a project should be super simple right? Well, that’s not always the case.

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