Teams | Collaboration | Customer Service | Project Management

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How to show multiple data sources on the same sales dashboard

Managing sales data from different platforms can be challenging, but Geckoboard makes it easy to visualize sales metrics from tools like Aircall, HubSpot, Intercom, and Zapier all in one place. With Geckoboard, you can track these sources on the same sales dashboard or, if it works better for your team, create separate dashboards that focus on specific areas. This flexibility allows you to monitor exactly what you need, whether you prefer a unified view or detailed insights across multiple boards.

From Start-Up to Scale-Up: How to Manage Growth with a Small Team

As your company scales, your support team may not be able to scale at the same rate. SaaS businesses often can’t hire at the same pace of increasing customers. Often, when new employees are hired, they still need several months to ramp up and learn the product. Your ticketing agents are learning about the product and teaching customers about it at the same time.

Guide to reporting on your HubSpot sales pipeline

Managing a sales pipeline can feel overwhelming without the right insights. Deals are progressing, but without clear data, it’s tough to know what’s working and what’s holding things up. That’s where HubSpot’s sales pipeline reporting comes in. It gives you visibility into every stage of your pipeline, helping you catch issues early and keep your team focused on the most important tasks.

The Ultimate Guide to Merit Increases: How to Reward High Performance Fairly

In today’s competitive job market, attracting and retaining top talent is more challenging than ever. Organizations are constantly seeking ways to recognize and reward their employees’ hard work and dedication. One effective method for doing this is through merit increases.

Mastering Quarterly Planning for Success in the New Year

As the new year approaches, product managers are preparing to set their teams up for success. While quarterly planning is a well-known strategy, executing it effectively can be a challenge. This blog will explore how to maximize your quarterly planning process in the coming year, ensuring alignment, adaptability, and continuous improvement. We’ll also highlight how Craft.io, your go-to product management tool, can streamline your efforts and enhance collaboration across teams.

3 Tips on Building a Shared Services Group Inside Growing Startups

As startups experience rapid growth, operational complexity tends to increase. Multiple departments, expanding teams, and rising customer demands can create inefficiencies if processes aren’t properly streamlined. One effective way to manage growth while maintaining operational efficiency is by building a shared services group.

How to Measure Performance Management and Administrative Achievement in Schools

In today's educational landscape, schools meeting their goals and achieve administrative excellence is more critical than ever. Effective performance management not only shapes the success of students but also empowers faculty and administrative staff. School leaders are now focusing on ways to systematically measure educational performance management through a combination of school-wide goals, individual faculty performance, and the successful delivery of school initiatives.

Simplifying Government Contracting and Consulting: 3 Tips for Improved Business Growth

Navigating the world of government contracting can be a challenging endeavor for consulting firms, especially given the complex regulations, lengthy procurement processes, and intense competition. However, by employing strategic approaches and leveraging technology, consulting firms can simplify these processes, enhance efficiency, and achieve business growth. Here are three tips for consulting firms looking to streamline their government contracting efforts and improve their bottom line.

Top 12 Online Collaboration Tools for Smart Working

Ask any manager about their biggest pet peeve, and you’ll probably hear the same response: “Working with distributed and disconnected teams!” Honestly, who can blame them? With hybrid work becoming the new normal, managers are spending (read: wasting) more time reaching out to team members than getting work done. This shift is also contributing to gaps in communication, human errors, and missed briefs.