Succeed with Software
Helping businesses understand how software can save time and maximize profits by streamlining and systematizing their processes.
Episodes
Join Mike, Founder and CEO of SuiteDash, as he challenges the stereotype that successful businesses are only started by young entrepreneurs. With research showing that the most successful businesses are started by individuals in their 40s and 50s, Mike discusses the unique advantages that come with age, experience, and established networks. He also highlights the importance of delegating tasks, being a strong leader, and balancing ...
Mastering Business Dashboards: Efficiently Customize, Control, and Optimize
Join Mike as he walks you through the process of transforming chaotic dashboards into clear, powerful command centers for your business. Learn how to customize and assign dashboards for different roles within your organization, streamline task management, and enhance productivity for both your team members and clients. Dive into specific use cases and pr...
Mastering SuiteDash: Projects Toolkit & Automation Essentials
Join Mitchell, one of our Agency Partners, for an in-depth walkthrough of the Projects Toolkit in SuiteDash. In this Academy Session, you'll learn how to standardize workflows, streamline operations, and leverage automation to improve productivity. Discover the key advantages of the Projects Toolkit, such as automated project creation, streamlined task managem...
Master Your Business Like a Basketball Coach: Planning, Scripting, and Automating with SuiteDash
In this episode, Mike shares valuable insights from his morning drive to a varsity basketball tournament. As a passionate basketball coach and business owner, he draws meaningful parallels between coaching and managing a business. Mike emphasizes the importance of designing, planning, and scripting workflows to achieve efficiency and...
Connecting with SuiteDash: Insights from the CEO
Join Mike, the Founder and CEO of SuiteDash, as he shares why he's taking to YouTube to connect directly with the SuiteDash community. Learn about his commitment to authenticity, expertise, and understanding your needs as an entrepreneur. Discover how Mike aims to provide valuable insights, tips, and support to help you maximize the potential of SuiteDash for your business. Su...
The Urgent Notification Bar is a prominent banner which appears at the top of the Platform and serves as a constant reminder to the target that something crucial requires their attention.By keeping these reminders visible at all times, the UNB guarantees that your Targets won’t miss or overlook key assignments. The Urgent Notification Bar can be used to notify the Target when FLOWs need to be completed, Documents are available for ...
Fully Integrated Support Tickets in SuiteDash – Serve Clients Seamlessly with ONE powerful platform!
The Support Tickets toolkit gives you the power to efficiently manage and track customer inquiries, ensuring that questions and/or issues submitted by your clients/customers are efficiently addressed and effectively resolved. These inquiries are managed within the Portal by your assigned Staff and can be managed by your Contacts via the Portal & Email or by Email only depending on your preference.----https://suitedash.com is on...
Dynamic Estimates in SuiteDash allow businesses to provide clients with interactive, customizable pricing options by incorporating variable selections, optional add-ons, and quantity adjustments directly within the Estimate. This feature enhances flexibility by enabling clients to tailor their selections to fit their needs, with automatic recalculations ensuring accurate, real-time pricing updates. By offering a more engaging and u...
0:00 - Intro 1:30 - FLOWs + Automations 49:00 - Q & A Session with VIPs ---- FLOWs are automated sequences you can set up for your Contacts to complete forms, upload/download files, and eSign documents. They come in two flavors: On-Boarding, for a mandatory set of Steps a new Prospect, Client or Staff member must complete before using the platform, and On-Demand, which can be assigned anytime on a case-by-case basis. You can ...
In this episode of the “Succeed with Software” podcast, Mike, the founder and CEO of SuiteDash, discusses the pitfalls of the get-rich-quick mentality and emphasizes the importance of focus and sustained effort in achieving true success. He explains how the constant pursuit of the next shiny product or service can distract from the real work needed to build something meaningful. Mike highlights SuiteDash’s philosophy --- “Do the wo...
0:00 - Intro
0:40 - Welcome & brief introduction to the Translation Toolkit architecture
04:40 - Introduction to the Official Translator Program
05:40 - How the "Community Crowdsource" model works
10:20 - How to become an Official Translator
10:53 - Closing Comments
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In this episode of the “Succeed with Software” podcast, Mike, the Founder & CEO of SuiteDash, discusses the platform’s sophisticated Tr...
0:00 - Intro
0:40 - Welcome & explanation of how File Upload/Download Blocks are different
03:45 - Introduction of the "Heads Up" audio device
04:32 - Example using the User-Specific Dynamic Path option
09:27 - Intro to the Target File Cabinet
15:23 - Tour of the Dashboard Template used in video
17:32 - Example using the Global File Cabinet
21:37 - The role of Folder Generators / File Upload & Download Blocks
23:0...
Dashboards are designed to be a central location for users to return to and can be customized with different functionalities based on the user's role or needs.
Portal Pages are similar to dashboards but can have multiple pages assigned to a single user and are only accessible to logged-in users.
Landing Pages are publicly available and can be used to target potential customers or to educate existing ones. Landing Pages can al...
Get an exclusive first look at the Checkout Form which is set to be released in just the next week or two! PLUS, we'll discuss the future iterations of this super powerful and flexible feature set.
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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 Mis...
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