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PODCAST · technology

Succeed with Software

by SuiteDash

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

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Episodes

  1. The Fastest Way to Review Client Forms and Uploads using SuiteDash

    Reviewing what your Clients send you shouldn't mean pop-ups, downloads, and losing your place. SuiteDash's new Submission Review Panel opens every form submission right beside your list, so you can work through them in one continuous pass.Click any submission and it opens in a side panel while…

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  2. From Data to Decisions: Analyzing Email Campaign Success w/ SuiteDash

    00:00 Why Reporting Is Hard00:12 Open Performance Report00:35 Campaign Metrics Overview00:47 Yearly Snapshot00:59 Reading Open Rates01:11 Monthly Trends01:27 Audience Insights01:46 Link Click Winners02:05 Save Schedule Share02:13 Wrap Up Next StepsEmail Campaign Performance Report: Track Opens,...

  3. A.I. Powered Automation: The Future of Business Workflows!

    SuiteDash A.I. Auto Decision: Route Inquiries in Seconds (with Wingman Approval Mode)00:00 A.I. Auto Decision Overview00:39 Meet Vandelay Industries01:48 Auto Templates Explained03:17 Agents Setup Basics04:21 Building Decision Skills06:22 Add to Automations07:17 Customer Form Experience07:39...

  4. Day Counter: Simple and Easy Custom Data for your CRM + Client Portal

    Day Counter Custom Field: Automatically Track Days Until (or Since) Any DateThis episode introduces Day Counter, a custom field that pairs with an existing date field to automatically show how many days are left until a date or how many days have passed since it, with no formulas required. After...

  5. SuiteDash BYOK: The Ultimate A.I. Harness for Business Operations & Automations

    00:00 Welcome and Big Claim00:18 What Is an A.I. Harness02:20 Why Context and Permissions Matter03:18 The Problem With DIY Toolchains05:31 SuiteDash as the Unified Harness06:52 BYOK Explained Bring Your Own Key07:53 Privacy Compliance and Local Models09:15 Live Demo A.I. Connections Setup10:01...

  6. Client Onboarding Automation: How the Fastest Reply can Crush your Competition!

    Win Clients in the First 20 Minutes: Automate Follow-Up and Close on Automatic!00:00 They Lost! You Won!00:13 The Photographer Test00:44 Instant Automated Follow Up01:19 Who Gets Your Business01:40 Freedom Through Automation02:34 Which Owner Are You03:25 Build Systems Early04:06 SuiteDash Wrap...

  7. Why Age is Your Advantage: Business Wisdom for Entrepreneurs in Their 40s and Beyond

    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…

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  8. DEEP Dive into Dashboards: Building Your Perfect Workspace

    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...

  9. SuiteDash Projects Toolkit 101: Automate and Scale Your Workflows

    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...

  10. Coaching Your Business to Success w/ SuiteDash

    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...

  11. Community First! Insights directly from the Founder & CEO of SuiteDash

    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...

  12. Never Miss a Critical Task! The Urgent Notification Bar in SuiteDash Keeps Targets on Track

    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…

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  13. 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…

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  14. Powerful Dynamic Estimates let your Clients choose the items & quantities that work best for them!

    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...

  15. FLOWs + Automations : Common Use Cases & Explanations

    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...

  16. Ensure your Success by NOT Getting Rich Quick!

    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...

  17. Our "Crowdsourced" Translation Strategy + How to become an Official Translator!

    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 ---- In this episode of the...

  18. A Guided Tour of the Upload & Download Blocks

    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...

  19. FLOWs : Step-by-Step Walkthrough of this ultra-powerful Onboarding & Data Collection Tool

    0:00 - Intro 1:30 - FLOWs Intro 36:50 - 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...

  20. Dashboards, Portal Pages & Landing Pages... What's the Diff?

    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....

  21. VIP SNEAK PEEK + Collab Session : Checkout Form + Future Plans

    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. ---- https://suitedash.com is on a Mission to help business owners around the world achieve...

  22. Q&A Webinar : September 12th, 2023

    00:00 - Intro (Click Show more for clickable shortcuts) 04:38 - The Kickoff Form as the first step in your workflows 16:21 - How Subscription Plans work 18:31 - The Client's "Billing Dashboard" 21:20 - How to structure your workflows for maximum Automation 27:36 - Quick Project Management…

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  23. Q&A Webinar : August 29th, 2023

    00:00 - Intro (Click Show more for clickable shortcuts) 03:10 - Tracking Time & Billing TIme 08:20 - Discussion of Events & Event Templates 12:55 - Discussion RE: Public & Private Company Information 16:08 - Explanation of "Company Circles" 17:42 - Building a Company Dashboard 20:08 - Sharing...

  24. Q&A Webinar : August 22nd, 2023

    00:00 - Intro (Click Show more for clickable shortcuts) 03:00 - Strategies for embedding Google Sheets 15:33 - Discussion of Roles + Onboarding 22:20 - Highlighting the power of Staff Submit in Forms 29:25 - Dynamic Documents & Contracts 33:00 - Question about creating custom Partner/Client…

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  25. 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 -...

  26. 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...

  27. 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...

  28. 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 -...

  29. 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…

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  30. 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 @...

  31. 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 -...

  32. 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…

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  33. 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...

  34. Q&A Webinar : July 29th, 2023

    00:00 - Intro (Click Show more for clickable shortcuts) 04:53 - Intro to the new SuiteDash Academy 06:32 - Walkthrough explanations of Fresh on Live features 20:11 - Discussion of upcoming & "not yet announced" features 27:26 - SuiteMate Q&A Session 49:05 - What makes SuiteDash different from...

  35. Behind the Scenes at SuiteDash HQ... Seriously!

    Watch on YouTube: https://www.youtube.com/watch?v=0eCRjTYYu2M See how we leverage the power of SuiteDash to "handle our business" 😎 We can almost guarantee some light bulbs 💡💡💡💡 as you see this workflow dissected right in front of your eyes! AND, the Portal Page template is available for you...

  36. The POWER of Circles : Learn to use Circles like a seasoned veteran!

    Join Taylor for another enlightening journey - this time into the powerful world of Circles! Taylor clearly explains the logic behind Circles and outlines many of the scenarios where Circles define the backbone of how you design a variety of Portal experiences for your Prospects & Clients. Taylor...

  37. Q&A Webinar : December 7th

    Watch on YouTube @ https://youtu.be/sYSA9uNqWZk Recorded: December 7th, 2021 ---- Sponsored by SuiteDash @ https://SuiteDash.com ---- Attend the next Succeed with Software Webinar : https://suitedash.com/q-and-a-webinar/ ---- DOCS @ https://help.suitedash.com TUTORIALS @...

  38. Meet a SuiteMate : Samuel Chang

    Watch on YouTube @ https://youtu.be/RIkneXjI6kY Recorded: November 10th, 2021 ---- Sponsored by SuiteDash @ https://SuiteDash.com ---- Attend the next Succeed with Software Webinar : https://suitedash.com/q-and-a-webinar/ ---- DOCS @ https://help.suitedash.com ACADEMY @...

  39. Q&A Webinar : October 26th

    Watch on YouTube @ https://youtu.be/4PUi9cUcNKo Recorded: October 26th, 2021 ---- Sponsored by SuiteDash @ https://SuiteDash.com ---- Attend the next Succeed with Software Webinar : https://suitedash.com/q-and-a-webinar/ ---- DOCS @ https://help.suitedash.com TUTORIALS @...

  40. Q&A Webinar : October 12th

    Watch on YouTube @ https://youtu.be/k_-AbsAUN44 Recorded: October 12th, 2021 ---- Sponsored by SuiteDash @ https://SuiteDash.com ---- Attend the next Succeed with Software Webinar : https://suitedash.com/q-and-a-webinar/ ---- DOCS @ https://help.suitedash.com TUTORIALS @...

  41. Meet a SuiteMate : Alex Flemmings

    Watch on YouTube @ https://youtu.be/wk6-8Pg9ezY Recorded: October 6th, 2021 ---- Sponsored by SuiteDash @ https://SuiteDash.com ---- Attend the next Succeed with Software Webinar : https://suitedash.com/q-and-a-webinar/ ---- DOCS @ https://help.suitedash.com ACADEMY @…

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  42. Meet a SuiteMate : Laura Mzhickteno

    Watch on YouTube @ https://youtu.be/YKSHDzx7W9U Recorded: September 29th, 2021 ---- Sponsored by SuiteDash @ https://SuiteDash.com ---- Attend the next Succeed with Software Webinar : https://suitedash.com/q-and-a-webinar/ ---- DOCS @ https://help.suitedash.com TUTORIALS @...

  43. Webinar : SuiteDash Product Tour + Q&A

    Watch on YouTube @ https://youtu.be/2F23NgJs3Gk Recorded: September 14, 2021 ---- Sponsored by SuiteDash @ https://SuiteDash.com ---- Attend the next Succeed with Software Webinar : https://suitedash.com/q-and-a-webinar/ ---- DOCS @ https://help.suitedash.com TUTORIALS @...

  44. Q&A Webinar : August 10th

    Watch on YouTube @ https://youtu.be/fQ0rQWYjqRk Recorded: August 10th, 2021 ---- Sponsored by SuiteDash @ https://SuiteDash.com ---- Attend the next Succeed with Software Webinar : https://suitedash.com/q-and-a-webinar/ ---- DOCS @ https://help.suitedash.com TUTORIALS @...

  45. Q&A Webinar : July 27th

    Watch on YouTube @ https://youtu.be/4MffLPy9Cjo Recorded: July 27th, 2021 ---- Sponsored by SuiteDash @ https://SuiteDash.com ---- Attend the next Succeed with Software Webinar : https://suitedash.com/q-and-a-webinar/ ---- DOCS @ https://help.suitedash.com TUTORIALS @…

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  46. Q&A Webinar : June 8th

    Watch on YouTube @ https://youtu.be/5iwPFzs_NCI Recorded: June 8th, 2021 ---- Sponsored by SuiteDash @ https://SuiteDash.com ---- Attend the next Succeed with Software Webinar : https://suitedash.com/q-and-a-webinar/ ---- DOCS @ https://help.suitedash.com TUTORIALS @ https://academy.suitedash.com...

  47. Q&A Webinar : June 2nd

    Watch on YouTube @ https://youtu.be/d9SBzS6W-RE Recorded: June 2nd, 2021 ---- Sponsored by SuiteDash @ https://SuiteDash.com ---- Attend the next Succeed with Software Webinar : https://suitedash.com/q-and-a-webinar/ ---- DOCS @ https://help.suitedash.com TUTORIALS @ https://academy.suitedash.com...

  48. Q&A Webinar : May 25th

    Watch on YouTube @ https://youtu.be/dtK-5-5sAdg Recorded: May 25th, 2021 ---- Sponsored by SuiteDash @ https://SuiteDash.com ---- Attend the next Succeed with Software Webinar : https://suitedash.com/q-and-a-webinar/ ---- DOCS @ https://help.suitedash.com TUTORIALS @ https://academy.suitedash.com...

  49. Q&A Webinar : May 11th

    Watch on YouTube @ https://youtu.be/_YlnnJuQtLs Recorded: May 11th, 2021 ---- Sponsored by SuiteDash @ https://SuiteDash.com ---- Attend the next Succeed with Software Webinar : https://suitedash.com/q-and-a-webinar/ ---- DOCS @ https://help.suitedash.com TUTORIALS @ https://academy.suitedash.com...

  50. Special Guest : David Dejewski

    Watch on YouTube @ https://youtu.be/6Fz8BnfHZqA Recorded: April 28th, 2021 ---- Sponsored by SuiteDash @ https://SuiteDash.com ---- Attend the next Succeed with Software Webinar : https://suitedash.com/q-and-a-webinar/ ---- DOCS @ https://help.suitedash.com TUTORIALS @…

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ABOUT THIS SHOW

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

HOSTED BY

SuiteDash

CATEGORIES

technology

Frequently Asked Questions

How many episodes does Succeed with Software have?

Succeed with Software currently has 50 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.

What is Succeed with Software about?

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

How often does Succeed with Software release new episodes?

Succeed with Software has 50 episodes. Check the episode list to see recent publication dates and frequency.

Where can I listen to Succeed with Software?

You can listen to Succeed with Software on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.

Who hosts Succeed with Software?

Succeed with Software is created and hosted by SuiteDash.
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