Managing a project is more than just completing tasks and meeting deadlines. You need to stick to a budget for it to be successful too. That's why more organizations are investing in accounting project management to better monitor expenditures for every project. Think about it. If you can’t estimate project costs accurately and control spending once a project kicks off—what will you tell your client?
How do marketing teams stay organized and manage a range of different activities under one umbrella? With email, content, public relations, advertising campaigns, demand generation and everything in between–how do you create a marketing workflow that can handle the minutiae of every project? It can be a headache trying to remember what needs to happen and when–especially when you get into the small details or the overarching goals of each activity.
Complete and up-to-date visibility of tasks and processes is key, especially when it comes to driving seamless collaboration across multiple teams and projects. However, ensuring that your team achieves a high level of synchronicity manually can be a tall order, even for the most seasoned of project managers. Our latest integration is taking the manual work out of bridging the gap between siloes by syncing Teamwork with Jira, offering a real-time view of all of your processes and activities.
As we continue our focus on enhancing the reporting functionality throughout Teamwork this quarter, we’re delighted to introduce the first of three Planned vs Actual Reports — the Planned vs Actual Milestones Report. The aim of this new report is to give you an understanding of the actual status of your Milestones by comparing the original due dates with your current due or completed dates. With this view, you can quickly identify how a project is performing against your plan.
Whether you’re onboarding a new tool within an organization or using an existing tool, it’s critical for your team to get the maximum use out of it. However, it’s just as important to ensure your team is using it as effectively and efficiently as possible. We know that many project management tools can be limited in their functionality and others may be too feature-heavy and it can be a little unclear on where to focus within the product to gain the most value.
We are delighted to release the final piece of our notifications solution to Teamwork CRM with Email Notifications and Reminders. Until now, notifications were available in-app via the bell icon. To date this is how users received notifications for any changes to the deals they were following. However, there was still a notification gap to be filled. Once you were out of the application, you had no means of understanding how your deals progressed.
Your team now has the capability to quickly set task reminders for any task in their task list. This new feature allows you to stay up-to-date on your latest tasks from start to completion — allowing for the timely execution of your project. We know in today's remote world teams are busy. Whether it’s balancing work lives with homeschooling or work commitments with personal lives, everyone is multitasking.
At Teamwork we understand that not all our customers want the exact same project navigation tab. This is especially true when you take into account the hundreds of thousands of users from varying industries that are within Teamwork everyday. But it’s clear to us that the ideal project setup–not only for each customer but each unique project–could be very different.
Over the last two months, we’ve put significant focus on building out the reporting functionality in Teamwork. And we’re thrilled to say this is the first of many new reports that will launch this quarter.
How to convert (and keep) clients using client management Running a profitable company isn’t just about bringing clients in—it’s about keeping ‘em around, too. We all know the stats back this up. Time and time again, we’ve been told that it costs about five times more to attract new clients than keep old ones, and increasing retention rates by just 5% can boost profits from 25% to 95%. Sounds good, huh. So, how can you convert and keep clients in your portfolio?
