Teams | Collaboration | Customer Service | Project Management

We’re keeping the new year’s momentum going with a powerful new report! The team performance report brings all the time-related performance metrics into a single view, giving you a 360-degree view of each of your team member’s performance and utilization. Plus, we’re rolling out a range of usability improvements to streamline your workflows on multiple fronts.

With longer sales cycles, larger purchase decisions, and multiple stakeholders involved, B2B companies need smarter ways to manage marketing activities. That’s where marketing automation comes to save the day. Marketing automation is a powerful tool that has improved how businesses attract, engage, and convert leads. That’s why 98% of marketers agree that marketing automation is very important or extremely important to success, according to Adobe’s State of Marketing Automation report.

Companies know a lot about their employees – so handling employee data properly is crucial for any organization. And so, naturally, protecting this info should be at the top of every company’s priorities. So, let’s take a look at ways to protect employee information, explore real-world examples, and identify the most effective data security methods.

A disorganized call center leads to missed calls, overwhelmed agents, and frustrated customers. Workforce management tools can fix that. Learn how real-time analytics, smarter scheduling, and workload balancing can optimize performance and improve service quality.

Did you know that 94% of organizations use some form of employee tracking or monitoring? Yet, many struggle to distinguish between the two. Work is different now, and companies need to pick: Should they track employee movements, monitor what they do on computers, or both? The right choice impacts productivity, compliance, and workplace morale. In this article, we'll explain the differences between tracking and watching workers. We'll also tell you what's good and not so good about each one.

Distributed team management happens when your team members are based in various locations and, potentially, in various time zones. These types of teams can bring a wealth of global knowledge—but they also pose their own unique challenges. Learn how to best support your distributed team with these seven tips. With an increasingly global economy comes the need for global teams to serve customer wherever they are.

Transactional leaders tell their team exactly what to do and motivate employees via perks or rewards. While this leadership style is useful for short-term pushes or emergency situations, transactional leadership should be used with caution. Read on to learn about the pros and cons of transactional leadership, when to use it, and some alternative styles to consider.

We’re pleased to announce that InvGate has recently renewed the SOC 2 Type II certification for the 2023-2024 period. This achievement shows our commitment to the industry’s best data protection and compliance practices. The SOC 2 standard was developed by the American Institute of Certified Public Accountants (AICPA). It consists of a third-party audit that evaluates how companies worldwide handle data privacy. Keep reading to learn how the renewal impacts you.

Managing a project’s budget can be overwhelming, but with the right templates, it becomes much easier. A well-designed project budget template helps you track spending, allocate resources, and ensure financial goals are met every step of the way. In this post, we show you the best templates from Teamwork.com to streamline your budgeting process and keep your projects profitable.

Explore leadership missteps that impact psychological safety and how to overcome them using actionable strategies and employee monitoring in the workplace.