Trying to manage a project with multiple moving parts can feel like herding cats. Aligning the assorted tasks so they tie up neatly and ensuring everyone’s on the same page at all times is hard work. Enter the project manager’s best friend: a project timeline. A project timeline allows you to bulk schedule tasks so that you can see what needs to be done when and keep an eye on the overall timeline of a project.
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?
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?
Every project starts with a proposal. It's your pitch to a client that not only can deliver the project for them, but you can do so in a specific timeframe, budget, and most importantly—get them the results they want. Creating successful and detailed project proposals is also crucial for your agency not just to boost your bottom line, but so your agency and your clients are on the same page from day 1.
Collaborating on a project means getting your entire team to work together to make sure it gets delivered. Sounds pretty simple, right? Not so fast—because it’s easier said than done. Project collaboration takes work. You need to get your team on the same page, and you must also make sure that everybody working on the project has the capacity, skillset, and tools to work together and deliver the project.
Although many of us are still in lockdown around the world, the first month of the year has passed by quickly in Teamwork as we've been focused on delivering valuable features across our platform.
Time for the first CRM release of 2021 and it’s one that a lot of our customers have been requesting over the last few months. Up until now, Teamwork CRM has not included a way for our users to recover or restore CRM deals (leads, opportunities, activities and notes) that were deleted, whether by design or accident. Once a user deleted these CRM artifacts, they were permanently removed, which is not an ideal user experience and has been the cause of some anxiety for some of our customers.
Do you have customers that contact you during out of hours and although your team immediately responds once they clock in, your first response times and resolution times are simply inaccurate and your customers are dissatisfied? Or, do you offer multiple levels of support but you can't effectively track or bill for the additional service? Well, now you can.
Executing projects accurately and on time is no easy feat—especially if you’re juggling tons of tasks (and/or an entire team) at once. Luckily, project scheduling software can give you the tools you need to streamline your operations, ultimately saving you tons of time and giving you full flexibility and confidence in your workflows.
