Teams | Collaboration | Customer Service | Project Management

November 2024

scoro

5 Project Management Software that Integrate with Salesforce

Nov 26, 2024 By Kiran Shahid In Scoro
Looking for Salesforce project management tools that go beyond the basics? While Salesforce offers its own project management apps, you might find yourself needing more advanced features. Maybe you need accounting integrations with Salesforce. Or maybe you need features to improve employee resource utilization. Whatever your reasons, use our guide to the top five project management tools that integrate with Salesforce to find the best fit.
Read Post
scoro

10 Causes of Project Cost Overruns And How to Solve Them

Nov 25, 2024 By Kiran Shahid In Scoro
As Wellingtone’s annual “State of Project Management” report notes, project cost overruns are a near-universal pain point—only 34% of respondents said they “mostly or always complete projects on budget.” And even though overspending is common and frustrating, it’s mostly preventable (we know that no plan is 100% perfect).
Read Post
scoro

7 PSA Software To Try For Your Agency or Consultancy

Nov 23, 2024 By Liis Milk In Scoro
Professional Services Automation (PSA) software helps businesses streamline project management, resource planning, invoicing, and financial tracking. It’s an essential tool for firms relying on service delivery, such as consulting, IT support, design, or marketing, by centralizing operations and minimizing inefficiencies. Below is a comparison of 7 top PSA tools designed to optimize your business processes.
Read Post

How to document and embed best practices that stick with Harv Nagra

Nov 19, 2024 By Scoro In Scoro
Are you battling with inconsistent processes, bad practice and poor staff training? In this episode, Harv Nagra explains the benefits of documenting and embedding best practices – to take your agency one big leap forward in operational maturity. Harv shares his best tips on: Creating an agency handbook – to create a single source of truth for your business, and help your team work consistently Choosing the right documentation tools – specific tools that are helpful in documenting and communicating workflows.
View Video
scoro

How a multi-entity agency saved over two days a month on reporting, with live dashboards

Nov 19, 2024 By Kadri In Scoro
Before Scoro, Saentys was using a range of systems to run its daily operations: This resulted in project management, time tracking, and billing being spread across different systems, creating challenges throughout the business. In 2021, Saentys decided to transition to Scoro to improve their processes. This is what they were able to achieve.
Read Post
scoro

December 2024 Version Update: Calendar Event Invites & Time-Off Report

Nov 13, 2024 By Sintija Ērgle In Scoro
With the end of the calendar year approaching, we’ve focused our December update on enhancing the calendar and time management features. From sending calendar event invites from Scoro to a new time-off report and other usability improvements, we’ve packed in something useful for everyone!
Read Post

Copyright © 2024 OpsMatters™. All rights reserved.