Teams | Collaboration | Customer Service | Project Management

Latest Posts

Password Reset Best Practices: A Guide for Help Desk Professionals

As a help desk professional, you're likely all too familiar with password reset requests. These tickets often flood your queue, making up a significant portion of your daily workload. But don't worry—we've gathered password reset best practices to equip you with the knowledge and tools to handle these requests efficiently You'll also learn how to implement robust self-service solutions and educate users on best password management practices.

How to Report on Multiple HubSpot Accounts

We all know HubSpot has some excellent reporting features for visualizing your key sales data. But what happens when you want to create dashboards and reports that visualize data from multiple HubSpot accounts? Can you achieve this in HubSpot? Unfortunately not. But never fear, in this article we’ll explore how you can use Geckoboard to visualize metrics from several HubSpot accounts in a single dashboard.

How to Report on Multiple Pipedrive Accounts

There are many situations in which you might need to monitor multiple Pipedrive accounts at the same time. For example, you might own multiple businesses with their own, seperate Pipedrive accounts. Or you might be a technical consultant who is helping multiple businesses set up and maintain their Pipedrive platform. In this situation, it’s helpful to understand how much your clients are using the platform, to understand how well they are onboarding.

The 4 communication styles every manager should know

There are four main communication styles: passive, aggressive, passive-aggressive, and assertive communication. Read about them, their signs, and how to support your team regardless of their communication style. Knowing how to effectively communicate with your team is critical. Communication is a key component of everything we do at work. Getting our own work done, collaborating with team members, delegating work to teammates, and sharing progress reports all depend on effective communication.

Bring historical and forecasted data together with Financial and Utilization Insights

It’s time to have one report to rule them all! One that can tell the complete story for all things profitability and utilization—instead of disjointed fragments. Introducing Financial and Utilization Insights for Scale plans. A brand new dashboard-style report chock-full of past data and future trends to make monitoring your business performance a breeze.

IT automation software

IT automation software is designed to automate repetitive processes that previously required a human touch. By using an IT automation tool, your team can focus on projects that truly move the needle forward. Handle time-consuming tasks like network monitoring, software updates, and server maintenance with ease. This blog post breaks down why IT automation software is a game-changer for teams, and how it can help you accomplish more with less.

Leveraging Technology for Better B2B/B2C Communication: Top Tools to Boost Your Business

When it comes to B2C businesses, leveraging tools that adapt to customer behavior can transform your engagement strategies. AI and machine learning are revolutionizing how companies personalize their communications, adjusting messages based on individual actions and predicted needs. This creates a more relevant and engaging customer experience, which is essential for driving conversions and loyalty.

3 Ways to Connect HubSpot to Looker Studio

Any sales team that uses HubSpot will know the CRM produces lots of useful metrics and KPIs. You may want to make the most out of this data by using it to power a custom KPI dashboard, in order to keep your team informed and motivated. Although it’s possible to build custom dashboards within HubSpot itself, there are many instances where you will need a third-party data visualization tool to produce your dashboard.

13 Best AI Tools for Ecommerce

Want to start an Ecommerce business but don’t know how to manage each activity in a fully functional online store? Now is the perfect time to enter the Ecommerce market, with the number of online shoppers expected to reach 2.77 billion by 2025. To help you manage and optimize certain processes, AI tools for Ecommerce business can be your secret weapon, helping you get the help you need for your Ecommerce store.