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In today’s post, I am going to show you how to import your online submissions into Decision.io for review. Today’s example assumes you are importing from .CSV and therefore not using our Wufoo integration.
You will be amazed by how easy it is to go from an intimidating spreadsheet to a user friendly online submission review environment.
If you’re new here, you may want to browse the following links to get caught up in this Decision.io walk through series.
The gut decision divides decision makers everywhere. Some decision makers swear that their gut can do them no wrong and that pouring over data sets and applying decision models is busy work. Others demand a more rigorous approach to decision making and dismiss gut decisions as a viable strategy altogether.
Well, it depends. Sometimes, making a quick decision based on your gut is the best approach. Other times, you put yourself at risk by failing to collect and analyze relevant data before making a final decision. So, let’s take a closer look at when you should and shouldn’t trust your gut decision. Continue reading →
Wufoo is an easy to use drag and drop form builder and we integrate with it! For those of you collecting and reviewing online submissions and applications, that means that every time someone submits an application using your Wufoo form, all of that data is automatically imported, organized and ready for review within Decision.io. For an integration so powerful, it’s amazing how easy it is!
If you’re here for the first time, welcome! You may want to browse the three posts that precede this one. I’ve provided a link to each of those below for your convenience.
Now that we’re on the same page, let’s dive head first into this Wufoo integration, shall we? The word “integration” is much more intimidating than the actual process of integrating, I promise. Continue reading →
A recent Inc. article titled, Why B2B Startups Are Suddenly So Sexy, declared that B2B software companies are finally being seen as sexy by some investors. That’s all well and good. However, the biggest issue has never been investors failing to perceive the allure of a meaty B2B solution. Afterall, great B2B companies tend to generate revenue before a major round of funding anyway!
The real problem is that people looking to start a B2B company and people who have already started one don’t think they themselves are sexy. They look longingly at their B2C comrades. Their Twitter followings are in the thousands. They are getting covered on all of the major tech sites. Their blogs are littered with comments. Every slight tweak to the app is met with praise from the young and hip around the world.
B2B software companies would probably describe their company as producing something useful, practical, and better than what is currently being used. But definitely not sexy.
Well fellow B2B software companies and those aspiring to join the ranks, I am going to help you hold your head up a little higher around those boastful B2C’s!
An important part of adopting new cloud-based submission management software is ensuring that your current process can be carried over to this new platform. Not only should you be able to carry it over, but it should be quick and easy to do so. We know that if it’s difficult to even get this new platform up and running it just isn’t worth the hassle of switching.
We get it! We’re living in a time when it’s becoming more common for technology to just plain work. You expect it, and you have every right to expect this much.
In last week’s post, I showed you how to set up a custom review process. This week’s post will take you through the system administration menu. In coming posts I’ll show you how to supercharge your Decision.io experience by enabling powerful integrations with companies like Wufoo, MailChimp, and Constant Contact. Together, these posts will show you just how easy it can be to set up your entire online submission review process.