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By Janelle Santi
Client service firms running on QuickBooks and Teamwork.com are rejoicing thanks to an even tighter integration between the two platforms. A brand new, one-of-a-kind integration is here to help you translate your billable time into dollars and get paid for your client work! The new Advanced QuickBooks Integration automatically passes billable time information from Teamwork.com to QuickBooks helping streamline and accelerate your invoice creation process.
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By Ben Brigden
To win long-term business, managed service providers (MSPs) need to do more than simply deliver services: you need to keep operations on track, designate workloads efficiently, and build positive (and profitable) client relationships. But when you deal with complex systems all day, every day, the last thing you need is more complexity. That’s why no MSP software stack is complete without a powerful, scalable project management platform to plan, organize, and deliver their work.
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By Ben Brigden
Keeping projects on track and within budget can get overwhelming if you don't have the right tools to help you track spending, manage resources, and deliver projects on time. This guide will help you get a handle on how to easily manage your project's budget while avoiding unforeseen expenses and cost overruns. We cover the basics of budget management, suggest the best tools for project managers, and highlight important features to think about when choosing a tool.
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By Ben Brigden
Spinning plates, herding cats, keeping multiple balls in the air: there’s no shortage of creative terms to describe just how challenging it is to keep complex projects with lots of different parts running smoothly. When you work in a fast-paced, constantly changing environment like an agency or professional services firm, it’s essential to keep those plates—err, projects—on track.
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By Ben Brigden
For agencies, professional services, consultancies, and any other client-based business, delivering great work is only half the job. The other half is working alongside your clients to provide exceptional experiences, stellar communication, and flexible collaboration. It’s a constant balancing act between ensuring client satisfaction and staying profitable. To help you walk that tightrope, you need client management software.
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By Ben Brigden
This complete guide to the best consulting project management software covers everything you need to know before choosing the tool that’s right for you.
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By Ben Brigden
IT automation software is designed to automate repetitive processes that previously required a human touch. By using an IT automation tool, your team can focus on projects that truly move the needle forward. Handle time-consuming tasks like network monitoring, software updates, and server maintenance with ease. This blog post breaks down why IT automation software is a game-changer for teams, and how it can help you accomplish more with less.
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By Janelle Santi
It’s time to have one report to rule them all! One that can tell the complete story for all things profitability and utilization—instead of disjointed fragments. Introducing Financial and Utilization Insights for Scale plans. A brand new dashboard-style report chock-full of past data and future trends to make monitoring your business performance a breeze.
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By Ben Brigden
Agency management software helps you run your business, whatever you do. Tools like Teamwork.com let you manage projects, communicate with clients, track time, calculate invoices, and manage resources. A good agency management system integrates various functions into one platform, reducing human error and improving overall efficiency and communication, so you can complete your work on time and keep your clients happy.
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By Ben Brigden
Workload management tools help teams allocate workloads, manage resources, and make sure projects are completed on time. The tools give teams visibility over their work so they can manage projects and people without feeling overwhelmed. In this guide, we explore various workload management tools, how they can improve your workflow, and how to easily choose the right tool for your team. Overloaded? Not anymore!
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By Teamwork
Sign up for a free 30 day trial: https://www.teamwork.com/project-management-software/
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By Teamwork
Is your agency leaving nearly 2/3rds of your new client acquisition up to chance? If so, you’re not alone. But it doesn’t have to be that way. According to research from WordStream, 60% of most new agency clients are coming from a channel that you can’t directly control, let alone scale. That scary stat is exactly what today’s guest is helping agencies avoid by building a portfolio of offers you can use to drive more inbound leads and create a re-usable marketing asset that pays for itself.
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By Teamwork
Sign up for a free 30 day trial: https://www.teamwork.com/project-management-software/
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By Teamwork
Do you feel like something’s not working in your agency? You’ve got processes that are outdated (or just plain not documented). You’ve got tools that aren’t the right fit or you’re not getting enough out of. Even though you feel the need for change, it terrifies you. If so, you’re not alone, I was at an agency-focused conference in Denver just a few weeks back, and several agency owners I spoke with said that they knew they needed to make a change with a major software platform that helps run their agency, but they were scared to make the switch.
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By Teamwork
Agency clients I talk to often want more strategic consulting from the agencies they hire. At the same time, many agencies feel like the services they’re delivering are often undervalued by the clients they serve. If both of these are true, then why are so many agencies caught in what Pete Caputa calls the “Tactician’s Trap” where it feels like you’re on an endless hamster wheel selling implementation services without being valued for the strategic insights you can provide to your clients.
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By Teamwork
Time is money, so make every minute count. Our platform helps you easily track your billable hours and focus on the right clients to maximize your business's profitability.
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By Teamwork
38% of agencies struggle with frequently overservicing clients. Of the 500+ agencies surveyed for the 2023 State of Agency Operations Report, 44% also said that client demands have become tougher to meet. Are you finding clients more demanding? Is overservicing happening more frequently in your agency? If so, 2024 can be different on both fronts.
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By Teamwork
What got you here won’t get you there. You’ve probably heard that phrase before. And it probably couldn’t feel more applicable than it does right now as we round out 2023. So, the question is: Are you going to keep doing more of the same? Or do something different in 2024? If you’re in that latter camp, then you’re going to get some encouragement (and hopefully some useful ideas to implement) from today’s guests, Pete Caputa and Karl Sakas.
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By Teamwork
He went from working 70-80 hour weeks to building a 7-figure agency with 50% profit margins while only working about 1 hour per week. Today he’s the founder of GrowthDaily.com & AgencyReviews.io & he’s known by his 45,000 followers on X as @MarketingMax, but several years ago he was an agency co-owner struggling to make the sort of money he wanted to make (and enjoy the work in the process). That’s when a timely LinkedIn post came across his feed & recommend a book that change the course of his agency–and his life–forever.
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Today, Teamwork Chat, Teamwork Projects, Teamwork Desk form the backbone of Teamwork.com. Each product serves to enhance the performance of teams by coordinating both process and people simultaneously.
Teamwork Projects is all about getting things done by creating task lists and tasks and assigning them to the team. It increases visibility across each project as well as aligning every dependent function within the business.
Teamwork Desk incorporates the customer into the equation. It streamlines all contact between you and your customers by way of a ticket management system. It creates a much more efficient process for handling customer queries.
Teamwork Chat is an instant messenger that can be used by all of the team for immediate communication. Each of the three products integrates together seamlessly. Every user has the ability to create an action within each product that influences activity in another. Creating a task for Teamwork Projects as a result of a ticket received in Teamwork Desk.