Teams | Collaboration | Customer Service | Project Management

June 2021

OneDesk - Customer Management

OneDesk lets you manage your customers through a CRM application. Modify the types of customers, their details, add custom fields and group them by their organizations to suit your workflow. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

12 Tips for Creating a Successful Project Implementation Plan

Every project is different and requires a unique planning and project implementation plan. And since 11.4% of business investment is wasted because of poor project planning, companies need to ensure that their project planning and management are strategic and efficient. A Project implementation plan is a critical component of project management that focuses on documenting how you’ll go about a project.

Workflow optimization: 7 ways to streamline your systems to get more done

Is your workflow actually working for you and your coworkers? Finding the answer doesn’t have to mean missed deadlines or overblown projects. Instead, you need to be proactive by putting your processes under a microscope. Enter workflow optimization. Listen: just because you have workflows in place doesn’t mean they’re efficient. Chances are there are plenty of bottlenecks, disruptions, and opportunities to streamline your processes you’re not 100% aware of.

3 Essential Project Management Tools to Boost Your Productivity

The pandemic has obviously changed the way we work. Most of us are still working from home until today. Thanks to the internet and technology, though, we can get our individual work and team projects are done seamlessly – no matter how far the distance between us and our coworkers. That might seem impossible without the help of project management tools. Today, project management tools are popular more than ever.

8 project management books that absolutely belong in your library

To stay at the top of their games, project managers must constantly evolve and learn about new trends and techniques within the industry. There are a ton of online courses and classes you can take to do this. But another resource that will keep your skills sharp is project management books. 📖 Books are a great way for project managers to go deep on planning, product design, marketing, and growth to improve their work.

OneDesk - Getting Started: Project Agile Management

In OneDesk, we support both the traditional and Agile approaches to project management. Here are some of OneDesk’s features that are designed to help you manage your projects using the Agile methodology. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

Call Center in the USA: Service Providers, Types, Pros, Cons

Whether you’re a large business or a startup, working with a call center in USA can help improve your customer service. Sure, it may not be as cheap as other foreign locations like India or the Philippines. But from strict data security measures to better communication, call centers in the USA offer several benefits to businesses. In this article, we’ll highlight three top call center providers in the USA.

7 Tips and 5 Tools to Succeed at Virtual Sales

According to the Harvard Business Review, Covid-19 has made the sales leaders, managers, and salespeople more receptive to change. The pandemic has forced sales managers to regroup and ask important questions such as: In this article, we will cover all this and more so that you can sell smart, remotely. Let’s jump right in.

Introducing Delighted for Teamwork Desk - Have full visibility of customer feedback at your fingertips

Data is one of the most valuable assets to an organization and wielding the right data can be particularly impactful to understand what your customers think about you. While understanding customer experience is integral for any business to remain profitable, we may not always have the right tools at hand to keep up with this information. Did you know that 77% of consumers prefer brands who collect and apply customer feedback?

What's new in Teamwork

This month we’re delighted to bring you some exciting new updates from across the Teamwork Platform. From our new streamlined Add Project Wizard, improvements to Table View, Intake Forms, and the Mobile apps, to Training Wheels enhancement for Teamwork Desk, we’ve got many new feature enhancements that will help you work more efficiently.

Unlock data to improve team efficiency with Universal Reporting

In today’s world of big data, we have incredible amounts of information. How many people saw a particular ad and how many proceeded to click? Which campaigns brought in the most pipeline and what percentage of those deals closed? Through data, we can find the answers to all of these questions. Yet, with all the dashboards, spreadsheets, and analysts we have at our fingertips, one question is difficult to answer: How well is your team working towards achieving their goals?

Why is Customer Sentiment More Valuable Than NPS and CSAT?

When you talk about measuring customer experience, which one is the best? Thoma Laird explains why customer sentiment is a more valuable metric than NPS or CSAT. It might be one of the most important metrics that any call center can track. Watch the full video to find out why!

OneDesk - Getting Started: Project Management

With OneDesk’s Project Management features, you can optimize your team management, project management, and portfolio management. You can also plan and schedule projects, and more. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

QuickBooks Integration App

Did you know that you can synchronize data between QuickBooks and Bitrix24? QuickBooks Integration App will help you with that. If company and contact details or invoices are modified in QuickBooks, the app will automatically implement changes in Bitrix24. All changes in Bitrix24 company and contact details will be automatically synchronized with QuickBooks.

What is the Advantage of a Hire Remote Developers?

It’s sometimes tough to hire the right software developer for your company’s needs. However, the best solution may be to search for candidates worldwide and work with them remotely. Besides, companies that hire only developers who work in the traditional workspace miss out on some opportunities. Mentioned below are five advantages that come when you hire remote software developers for your organization.

Scoro Wins Best Usability Award, Recognized as High Performer in Enterprise and Mid-Market Reports

We’re delighted to announce that G2, the world-leading business solution review platform, has presented Scoro with a number of its Summer 2021 awards. This season, we’re especially proud to receive a total of 13 – including outright winner in two categories, and our first two awards at enterprise level.

Project Management Methodology: The 2021 Guide

Many organizations face a difficult time choosing the best project management methodology. Choosing the best method from so many exclusive approaches can be very tricky. A few project managers indulge themselves in a certification course to get used to the ways of managing a project. But only some learn the tools and techniques to take up a project and push it towards the finish line.

Top 5 Workday Insights for Employees to Improve Work Performance

Time Doctor is known for providing valuable workday insights for managers and executives. Our thousands of happy customers – almost 10,000 worldwide – have taught us that our tools help employees, too. Employees can use our productivity tools to win trust and earn more flexibility at work. A core focus for Time Doctor is to support and empower employees with the tools and data they need to become more self-directed, accountable, and productive.

OneDesk - Getting Started: Communicating with Customers & Customer Organizations

In OneDesk, you don’t need to care about how a customer is getting your message, OneDesk takes care of that for you. Whether your customer is using the customer apps, email, or live chat, your messages get delivered to them with any attachments, images, or links included. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Getting Started: Communicating With Users & Teams

OneDesk lets you communicate with your users and teams in multiple ways to keep them updated about important information. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Getting Started: Sharing with Customers & Customer Organizations

You can share tickets, tasks and other items with your customers, keeping them informed and allowing you to collaborate with them on their requests. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

StrategiQ Chose Scoro's Work Management Platform to Underpin Growth Ambitions

StrategiQ is a full-service digital marketing agency with 50 employees spread across multiple locations in the UK. Founded in 2013, they’re helping companies connect business objectives with marketing strategies that deliver measurable results. In 2020 Tyler Webb-Harding, StrategiQ’s Operations Director identified a problem – that the teams’ existing project management tools would not scale with the company’s ambitious growth plans.

How to Create a New Task List or Checklist Template for Team Members | StartingPoint

In this video, we show you how to create checklist templates for team members to remember their day to day tasks within StartingPoint for your team members. StartingPoint is a workflow management platform for service-focused companies and teams. Our platform helps companies retain customers, save money by using less software, save time by centralizing information and data, and improve operational efficiency through simple workflow to make sure nothing falls through the cracks for your customers and your team members.

How To Create New Project Templates | StartingPoint

In this video, we show you how to create project templates to have an easy way to initiate projects within StartingPoint for your team members. StartingPoint is a workflow management platform for service-focused companies and teams. Our platform helps companies retain customers, save money by using less software, save time by centralizing information and data, and improve operational efficiency through simple workflow to make sure nothing falls through the cracks for your customers and your team members.

Project Management with Mattermost and Focalboard

We created Focalboard to be a self-hosted, open source alternative to tools like Trello, Notion, and Asana. One of the most common use cases for each of these tools is managing projects. When we looked for a project management solution to coordinate the development of Focalboard itself, the choice was clear: We would use Focalboard to build Focalboard (just like Mattermost uses Mattermost to build Mattermost).

OneDesk - Getting Started: Saved Replies

OneDesk’s Saved Replies allow you to store pre-written responses to use in conversations. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Getting Started: Tracking Performance

OneDesk lets you track and monitor your workers’ performance and activities. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

Scoro Named Top Performer for Enterprise Project Management Software

Scoro has been named a Top Performer in the Enterprise Project Management Software category for the Summer 2021 Customer Success Report published by FeaturedCustomers. FeaturedCustomers is the leading customer success content marketing platform for B2B business software & services helping potential B2B buyers make informed purchasing decisions through vendor validated customer success content such as customer testimonials, success stories, case studies, and customer videos.

9 must-have scrum tools features to help your team stay agile

An absolute integral part of project management is the tools teams use to progress, track, benchmark, and ultimately, complete projects. And with a 2020 State of Agile Report stating 58% of companies rely on scrum frameworks, it's a no-brainer why the actual scrum tools features are make-or-break when it comes time to choose the perfect software. Not only do the best scrum tool features help optimize workflow and track overall performance, they also encourage collaboration and enhance productivity.

OneDesk - Getting Started: Chart Widget

OneDesk’s ticket and task applications include a helpful and visual chart widget at the top. This widget allows you to easily monitor who is working, on what, running timers, progress updates, and more. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Getting Started: Work Structure & Organization

OneDesk enables you to structure and organize your work with projects, portfolios, folders, and views. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk -Getting Started: Auto-Routing

OneDesk lets you create auto-routing rules to save you time. Use auto-routing to get your tickets and tasks to the right team member or into the right project. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

June 2021 Version Update: Introducing Single Sign-On

With every little piece of valuable information in the cloud depending on good security mechanisms, it’s smart to take extra steps to protect your team’s and customers’ data without sacrificing user experience. After this product update, you can do exactly that by integrating your preferred single sign-on platform with Scoro. Plus, from now on, effortlessly set up team meetings with clear insight into your team’s schedule and resource availability.

FreshBooks Integration App

For experienced FreshBooks users or those looking to empower Bitrix24 with FreshBooks' accounting capabilities, this handy FreshBooks integration app is available. You can synchronize your data between FreshBooks and Bitrix24. After the initial synchronization is complete, you get your Freshbooks clients and invoices in Bitrix24 CRM. New clients and invoices created in Freshbooks will be synced with your Bitrix24 account automatically.

OneDesk - Getting Started: Reporting

OneDesk lets you create, save, and schedule custom reports about your work information in OneDesk. Use report creation to get updates about the information you care about sent directly to your inbox. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Getting Started: Customer Surveys

In OneDesk, you can gather customer feedback and satisfaction scores using customer satisfaction surveys. The scores you collect can be used to determine a customer support agent’s capability, helping team managers make decisions to improve their helpdesk services. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Getting Started: Custom Fields

OneDesk allows you to create custom fields that let you add additional properties to your tickets, tasks, timesheets, projects, users, customers, and customer organizations. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

How a MSP uses OneDesk to optimize their customer support

For managed service providers (MSP), customer support is absolutely core to their business. Where the various services provided may be the main customer-facing offering, without a supporting team to attend to client needs and answer questions, an MSP is sure to face challenges retaining clients. Empowering your customer support team only further serves your business, and one simple way to do that is by introducing a helpdesk and ticketing system.

New Features - June 2021 - Analytics

The June 2021 Release of OneDesk introduces a new App (in Beta) to centralize statistics about your tickets, tasks, and projects. We call this new app ‘Analytics’. Located under the ‘More Applications’ icon in the lower-left corner, the Analytics app brings together Reports and Activities, and introduces a new section called ‘Charts’. Here are some highlights of the new Charts app.

What's New in Asana | June 2021

Get ready for June’s bright new batch of Asana updates! Desktop app: Minimize distractions and maximize focus and flow. Keep the Asana desktop app open alongside your other favorite apps during the workday. Universal reporting: Build dashboards that give you real-time visibility and actionable insights across all the projects and teams in your organization. Then share them with the rest of your team to keep everyone on the same page.

14 Essential Project Management Skills in 2021

Bringing together the requisite skills, knowledge, tools, and business processes to achieve the outcome is the core of project management. And there is a long list of skills that enable project managers to accomplish all that. This article will list 14 of the most important project management skills in 2021. According to industry predictions, by 2027, businesses will require 87.7 million employees to work in roles associated with project management.

OneDesk - Getting Started: Agent Management

Manage your team more effectively with OneDesk’s team management capabilities. Help your team increase productivity and provide a higher quality of service for your customers. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Getting Started: Merging Items

OneDesk lets you merge and link tickets and tasks (items) for quick access and easier resolution. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Getting Started: Creating & Sharing Work Views

OneDesk lets you choose how your data is displayed. This lets you decide how your work is represented to allow you to better understand and manage the information. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Getting Started: Sharing with Users & Teams

OneDesk lets you share projects with your users and teams and assign roles at the team level. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Getting Started: Item Creation & Configuration

OneDesk allows you to enable and configure multiple item types. They can have different icons, colors, lifecycle statuses, and creation emails. Create and add custom fields to the ticket or task’s individual creation forms. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Getting Started: Live Chat Support

OneDesk includes live chat support, allowing you to support your customers in real-time. Your customers can ask questions and include attachments when messaging you. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Getting Started: Subtasks

OneDesk lets you divide complex tickets and tasks into smaller, manageable subtasks. The created subtasks can be assigned individually and managed independently. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Getting Started: Macros

OneDesk lets you bulk edit tickets, tasks, and projects with macros. Create macros then save or share them with your team to use. Free up your time with the ability to take multiple actions at once. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

Asana Focus & Flow Summit featuring Adam Grant

In a distracted world, finding focus and flow is essential. The Focus & Flow Summit brings together today's leading thinkers on mindset, habits, purpose, and productivity. Plus, Asana's Head of Product Marketing demoes Asana's newest product features designed to align your attention with your intention so you can focus on the work that matters.

8 Best Contact Center Software for 2021

For any company, its customer service is a major driving force behind its growth. And with the right contact center software, you can improve the customer experience while making your support team’s job easier. You’ll be able to resolve queries and reach out to potential customers across multiple channels with ease. But with a wide variety of contact center software available today, which one should you go for?

Basecamp vs Asana vs Nifty Full Review & Comparison 2021

If you are looking for the best project management platform for your business, there is no doubt that you’ve heard of both Basecamp and Asana. Basecamp and Asana are two cloud-based project management tools that help businesses achieve sustainable workflows by organizing workloads through a team collaboration pipeline.

Taking Your Business Online with CRM Store

You probably don’t need another Internet article telling you how you should take your business online and engage in e-commerce as soon as possible. This topic’s been running rampant recently - and there’s nothing wrong with all these articles, really. E-commerce is on the rise, there’s hardly any doubt about that.

Less distraction, more focus: Introducing new features designed to help you align attention with intention

Knowledge workers today are more distributed than ever. They’re also more distracted. In fact, 80% of employees work with their inbox and communication apps open, leading to nearly 75% feeling pressured to multitask during the day according to the Anatomy of Work Index. The result? Lower efficiency, overlooked messages, and missed deadlines.

Navigating Product Roadmap with Customer Feedback

A product roadmap is a constantly evolving process throughout the product’s lifecycle. And it’s up to you — the product manager — to set the priorities and make sure you align your product roadmap with company initiatives; a process which involves identifying ways to improve and prioritize your products. But how can you be successful in doing this if you haven’t even gauged how your customers feel about the product in the first place?

3 Efficient Ways for Agencies To Use Content

As an agency owner, you already know that inefficient processes can cause serious frustration for your clients. In the worst cases, inefficiencies might even cost you the relationship. Agencies have many moving parts — from media buying, prospecting, and account planning, to hiring, onboarding, and payroll — which makes it easy to trip over your own feet and fall into inefficient habits and processes.

How Managers Can Make Time Doctor More Employee Friendly

When organizations implement any new technology or introduce change, concerns and questions are bound to arise. For Time Doctor, one of the most common concerns we hear is how employees will feel about the tool. To help leaders and managers prepare for and get ahead of these concerns, we’ve compiled a list of the most employee friendly settings and features that Time Doctor provides.

5 ways Asana customers break down silos in their work

The past year has been a rollercoaster of changes for teams globally. For many companies, the abrupt change from working in-person to working remotely disrupted the way teams communicated. One of the biggest challenges of working remotely is ensuring that your team members are staying connected and aligned. Teams can easily get stuck in silos from working in different time zones or juggling several different tools in the remote working environment.

How to Flawlessly Ship Integrations with Third Parties

As a product manager, one way to increase functionality in your product development process (and also attract new users) is to integrate your product with another product. For example, Google Calendar has an integration with Zoom, where you can instantly set up a Zoom video meeting through Google Calendar. Google Calendar benefits from the Zoom integration because it easily enables its users to set up video calls within a seamless workflow.

Sukhdeep Singh | Emerging Trends in PM for Development of EVs & Future Mobility Solutions

Digitalization & emerging technological trends have made our lives easier. Advances in application solutions, communication technology, and other areas have transformed the world of project management over the last decade or so and things are changing at an even faster pace. Keeping up with the changes in time and market requirements, and to meet the high rising demands of customers, it is important for the PMO community to come out of the conventional mode to catch up on new developments.

June 2021: Calendar Improvements, New Permissions, And More | Scoro

With teams working from different corners of the world, making plans with your team and finding a suitable time slot for a call can be tricky. With this update, we’ve taken on our Calendar, making it possible for you to effortlessly set up team meetings with clear insight into your team’s schedule and resource availability. Plus, we’ve added a couple of new permissions for increased flexibility and granularity when it comes to defining your teams’ workflows.

Bitrix24.Documents and the Perils of Online Collaboration

We’ve all been there. Every time you and several other people have to work on a document together, you end up sending attachments back and forth, creating multiple versions so that no one knows which of them is final, and basically overcomplicating what should’ve been an easy thing to do. Is there a way out? Of course, there is - and we’re going to talk about it right here in this article.

Introducing Universal Reporting: See all your organization's work from every angle

Today’s senior leaders have a visibility problem. Within your organization, you likely oversee many projects across many teams, balancing details and budgets competing for your attention. If you pause for a moment, do you know exactly the state of your organization’s work at any given time?