Teams | Collaboration | Customer Service | Project Management

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Teamwork and HubSpot Part 3: Automate, Track, and Streamline Client Communications and Requests

Welcome to Part 3 of our Teamwork + HubSpot No-Code Automations series! In this installment, we'll be diving into how to automatically generate tickets and log engagements in HubSpot when messages are posted in Teamwork. How are we making these two powerhouse tools talk? Shocker - it’s Zapier to the rescue!

How agencies increase contract value and drive retention

The digital agency space is more competitive than ever: the number of U.S. digital agencies has increased by 54% from 2018 to 2023. Standing out among all this competition to retain your clients and maintain (and grow) profitability is likely your top priority. How do you get the edge? With a firm understanding of your clients and some solid strategies that make your contracts more valuable and profitable.

9 tips to manage your software development team (no coding required)

Wrangling a team of software developers is a lot like herding cats — only worse, because in this case the cats all speak a mixture of different (programming) languages. For most agencies, managing a software development team can be even more perplexing because you don’t speak any of those languages. Thankfully, with the right processes in place, anyone can build the skills they need to successfully manage a software development team. Here are nine tips to get you started.

7 steps to successful strategic marketing planning for agencies

As an agency, you know how to provide guidance and deliver projects for your clients. But when was the last time you took a look at your own agency and planned out a strategic roadmap? Agencies spend around 7-20% of their revenue on their own marketing — but that's a pretty wide gap. How can you know what's a good ballpark investment for your agency’s marketing efforts? No matter what your budget is, you need a strategic plan to ensure your marketing investment is worth it.

9 Asana alternatives for project management software in 2023

If your agency is in the market for reliable project management software, you've probably at least heard of Asana. Originally designed as a productivity tool for Facebook employees, Asana is now one of the most popular project management tools on the market. While Asana does have a lot to offer, it's generally designed for simple task management. If you have more complex projects in the pipeline, then you may need a more robust management tool.

Top 7 Microsoft Project alternatives for efficient project management

If your agency is on the hunt for a project management solution, you've likely heard of Microsoft Project. Launched in 1984, MS Project is the longest-running project management platform on the market. But is it the best option for your agency? With so many newer, more powerful project management tools on the market, it’s unsurprising that many teams are slowly moving away from the outdated software.

8 Scoro alternatives for project and task management in 2023

Is your agency drowning in a sea of missed deadlines and incomplete deliverables? Implementing a stronger project management strategy could be the missing link in your process. But winning at project management is easier said than done. That’s why many agencies are turning to project management software tools like Scoro to bring order to chaos and instill a new sense of operational clarity. Scoro is a powerful project management tool, but it isn’t right for every agency.

Identifying key roles and structure for software development teams

Between 2020 and 2021, poor-quality software cost U.S. businesses about $2.41 trillion. Why? Sometimes it comes down to software having a poor user experience, but more often it’s due to a lack of structure within software development teams. So how do you choose the right people for software development teams? And what development methodology should you use? We’ll show you the basics below.

10 Smartsheet alternatives for agency project management

As a spreadsheet tool for data entry, there's nothing wrong with a platform like Smartsheet. But if your agency needs a platform that can handle more than just Excel-style spreadsheets — or if you simply don't love digging through endless rows and columns to find the data you need — you'll probably want to look elsewhere. Where do you begin to narrow down the best Smartsheet alternatives for task management in 2023? We've got you covered with our top picks.

9 Kantata alternatives for project tracking in 2023

Fifty-eight percent of those who made tech investments for their business over the last 12-18 months report having buyer’s remorse. Choosing the best project management tools for your agency is critical to your success. Unfortunately, as the survey cited above shows, investing in the wrong software is a common (and expensive) problem. Projects that stall, fall apart, or lack proper execution and accountability suck resources from your agency.