Tag: Sales
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GENERAL – How To – Book Annual Leave
GENERAL – How To – Book Annual Leave Purpose of this How To Guide: To explain our process for booking Annual Leave at SQ Digital Applicable to: All Customers: NA Timescale: Line Managers discretion, minimum of 1 weeks’ notice required. Introduction Any questions about your Annual Leave allowance, or any other employment matters can be…
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How To – Accelo: New Opportunity
This guide will provide you with step by step instructions on the New Opportunity process in Accelo. The steps will be in the format of role/which department the step is for followed by the details. SALES – Upon receiving a new opportunity gather all the client contact and company details SALES – Now create…
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HR – Process Flow Chart – Recruitment
HR – Process Flow Chart – Recruitment The Recruitment process mapped below is described in this online How To Guide. The Recruitment process mapped below makes use of this downloadable Recruitment Request Form (docx format).
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GENERAL – How to – Meeting Best Practice
GENERAL – How to – Meeting Best Practice Purpose of this How To Guide: A guide of SQ Digital best practices for holding a meeting. Applicable to: All Customers: All Timescale: Usually 15 minutes to 2 hours Introduction In this How To we run through some SQ Digital best practices for holding & attending meetings.…
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PROJECT TEAM – How to – Check an Interval
PROJECT TEAM – How to – Check an Interval Purpose of this How To Guide: Following this guide will let anybody check intervals (IE perform Project Manager interval checks). Applicable to: All Customers: All Timescale: Check Every Interval roughly every 2 days Introduction Project Managers check intervals every day. Duncan checks with a systematic method that…
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GENERAL – How to – Request Process Changes
GENERAL – How to – Request Process Changes Purpose of this SQ How To: To ensure all the colleagues know how to request changes to version locked documents that outline company processes and best practices. Applicable to: All Customers: All Timescale: Dependant on size of requested change. Major changes that will impact multiple departments will require…
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GENERAL – How To – Handover to a Colleague
GENERAL – How To – Handover to a Colleague Purpose of this SQ How To: This ‘How To’ will give clarity over the types of things that may be handed over within SQ Digital and how each handover should be carried out. Applicable to: All Customers: All Timescale: Up to 1 Hour Introduction There…
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GENERAL – How To – Cover Absence
GENERAL – How To – Cover Absence Purpose of this SQ How To: Ensure responsibilities are covered effectively when an individual has a planned or unplanned absence. Applicable to: All (Especially Leads and Managers) Customers: All Timescale: Potentially several hours to organise. Implementation will extend for the duration of the absence. Introduction Ensuring that…
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How To – Accelo: New Website
This guide will provide you with step by step instructions on the Technical Support in Accelo. The steps will be in the format of role/which department the step is for followed by the details. SALES – Create new sale with “New Website” as type SALES – Qualify lead and then change progression to “Lead Qualified”…
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GENERAL – How To – Nominate a colleague for a Thanks Very Much Award
GENERAL – How To – Nominate a colleague for a Thanks Very Much Award Purpose of this SQ How To: To ensure that all colleagues know how, when and what information is needed to nominate a colleague for a ‘Thanks very much award’ Applicable to: All Customers: All Timescale: 5 min Introduction SQ Digital…
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Sale Proposals Guide (Temp)
Sales Proposal – DM Contribution Requests The Digital Marketing department is always happy to contribute and help with sales proposals, but there is a lot of research that goes into DM suggestions and so the research and delivery of them needs to be scheduled in appropriately, so we can still cater to our current customers…