Customer experience is not only responding to disgruntled customers. It’s an ongoing process where your agents speak with—and listen to—customer’s demands, problems, and so on. It’s proactive enough to pre-empt customer issues before they arise. To do all this strategically, you need customer retention software that aligns with your business and customer goals.

Business etiquette refers to the set of behaviors, manners, and practices that are deemed appropriate and respectful in professional settings. Mastering business etiquette is essential for building strong relationships, fostering trust, and creating a positive impression, whether you’re interacting with colleagues, clients, or stakeholders. Below, we explore the key principles of business etiquette and how to implement them in the workplace.

Creating—and sticking—to policies isn’t a standardized process. Every business has unique needs, and your approach should reflect that. Instead of rigid rules, you need a flexible framework that supports your team and ensures everyone is aligned. Plus, paper-based systems and scattered files don’t cut it anymore. You need a solution that ties policies, processes, and procedures together so they work in sync.

When team members struggle to understand their individual responsibilities and deadlines, it can lead to confusion and delays. And without a clear view of a team’s project progress, it's difficult for managers to identify which tasks are lagging behind or need immediate attention. Project tracking addresses these issues by providing a transparent and real-time overview of all tasks, responsibilities, and due dates, ensuring everyone is aligned and on schedule.

Behind every great project is a solid, data-driven project budget. Your project budget provides a roadmap for your project’s financials, from initial estimates to actual costs. Without one, you risk overspending, putting your revenue—and your client relationships—in danger. But how do you create and implement a project budget that accurately reflects your costs, protects your profitability, and gives you real-time performance insights?

There is so much more that goes into a marketing team than just content creation. They help drive strategy, coordinate campaigns, and ensure that all departments are speaking the same language. Too often, however, the collaboration feels like a game of telephone: messages get lost, feedback bounces around tools, and tasks fall through the cracks. Ring a bell? Here, marketing collaboration software comes in as a savior.

There are five key project management phases that can help streamline your next project and enable your team with an organized plan. These phases include initiation, planning, execution, performance, and closure. Project management is often misunderstood. While many professionals view it as managing project timelines, there is so much more to the job. Thankfully, we’ve put together an easy guide to understanding the five project management phases. Why are the five phases so important to know?

ClickUp is a project management software that allows you to organize projects, set goals, track progress, and more. In short, you can efficiently manage all your projects from a single place. It also offers native time tracking functionality – an essential tool for most organizations today. However, is ClickUp time tracking enough to bring the best out of your business? Let’s find out. In this article, we’ll discuss how ClickUp time tracking works and its limitations.

Happy new year from the OneDesk team! The January 2025 release is now live with some great new features and enhancements.

A proof of concept (POC) demonstrates the feasibility of a proposed product, method, or idea. You must prove why your idea will work in the real world, so stakeholders and investors feel comfortable moving forward with the project. In this piece, we’ll explain how to write a POC and why this presentation is a beneficial part of product development. Before you spend time, money, and energy on a project, it makes sense to research whether your idea is worthwhile.

Goals help you take action on larger ideas or visions. Short-term goals specifically help you to plan and take action on tasks that can be completed in the near future. In this article, get two strategies to help you create short-term goals more effectively. Then, check out some examples of short-term goals, plus how to track and use them so they have the highest impact. We all have goals, both at work and in our personal lives. Buy a house, start a new company, manage a team—the list could go on.

Workload management tools can often feel like walking a tightrope. One misstep, like assigning too much work to one team member or not having clear priorities, can lead to missed deadlines, frustrated team members, or even burnout. On the other hand, effectively managing workloads ensures your team is organized, productive, and motivated to deliver their best, ultimately contributing to overall profitability.

What if your HR (Human Resources) team could spot employees who might leave before they even think about it, recognize top performers early, or figure out exactly which skills your team needs for future success? It’s like having a reliable weather forecast for your workforce, helping you prepare for what’s ahead and ensure your team members thrive in the workplace..

What if you could turn employee performance into a clear path toward achieving your company’s biggest goals? Think of it like a GPS for your team—guiding everyone in the right direction, helping them avoid detours, and ensuring they arrive at success together. That’s exactly what a modern performance management system does. It aligns employee goals with company objectives, boosts productivity, and supports employee growth—all seamlessly and efficiently.

How do businesses keep everything running smoothly, no matter how many employees they have? Imagine it’s like running a school play. Every actor has their role, the stage crew handles the details, and the director makes sure everything happens on time and in the right order. That’s what WFM (enterprise workforce management) does—it helps businesses coordinate all the moving parts to work together seamlessly.

We’re kicking off 2025 with an exciting new Gmail add-on for everyone spending a lot of time working in their inbox. Designed to save you time by reducing admin work, this add-on lets you effortlessly turn emails into tasks in Scoro, log work time directly from your inbox, and more.

Struggling to allocate your organization’s people, tools, and time effectively? If so, you’re probably also struggling with budget overruns, project delays, and frustrated team members and clients. Learn how to avoid these problems by using a resource breakdown structure.

Running into frequent issues with project delays, excessive non-billable hours, or imbalanced workloads? Problems like these can seriously compromise profitability and client relationships. Keep your projects, teams, and budgets on track by getting a handle on resource management. Here are the basics.

As a team leader, I’ve always believed that performance reviews are more than just a checkpoint—they’re a chance to connect with your team on a deeper level. It’s about more than just reviewing work; it’s about diving into the skills and growth opportunities that drive careers forward. For my team, performance reviews are key moments to reflect on progress, celebrate achievements, and identify areas for improvement.

Have you ever wondered why some teams consistently meet deadlines while others struggle with even the simplest tasks? Think of a workflow as the recipe that turns raw ingredients into a perfectly baked cake—it provides step-by-step instructions for success. A process workflow is the foundation of modern business operations. It ensures tasks are completed in the right order, by the right people, and with the right tools or templates.

BitBucket is a popular tool that helps software development teams collaborate on projects. For teams working with Git, Jira, and Trello, BitBucket offers many valuable features to manage codes and communicate with each other. But can you track time on BitBucket? Currently, BitBucket doesn’t offer any native time tracking feature. This means you’ll need to use a dedicated time tracking tool to track time spent by your development team on any given project.

Even today, customers prefer speaking to a live agent over talking to chatbots. These calls can make or break brands because of how integral they’re to the overall customer experience. That’s why support agents must be equipped with the right tools, like computer telephony integration, to handle customer calls efficiently. Computer telephony integration is any technology that allows interaction between a computer and a telephone.

Resource management software helps agencies and consultancies organize team tasks, manage workloads, and keep projects on schedule. Without it, teams can miss deadlines, get overworked, or not use their skills fully. Check out our list of the best tools to find one that fits your team, based on ease of use, price, features, and reviews.

It’s hard to think of an industry with more moving pieces and active stakeholders than the construction industry. From materials to suppliers, keeping your construction project in order, on time, and on budget is a task unto itself. Luckily, that’s where construction project management (CPM) comes in. With effective CPM, you can track your work, your team members, and your deliverables in one easy place.

Many agencies rely on Teamwork to manage their projects and operations. But it might not be the best choice for everyone. Maybe you need advanced financial reporting, more integrations, or granular resource planning features. Whatever the reason, use our guide to the top Teamwork alternatives to find the best fit, comparing their features, pricing, and user reviews.