What's New in OneDesk - Feb 2021
On Saturday Feb 27th, OneDesk released the February 2021 update to OneDesk with many new features and improvements.
On Saturday Feb 27th, OneDesk released the February 2021 update to OneDesk with many new features and improvements.
Sales teams across all industries are facing unexpected changes, including an abrupt move towards remote work. At a time like this, leadership makes all the difference. The LinkedIn State of Sales Report for 2020 found that 70% of sales managers think that being able to navigate change is more important now than it was five years ago.
As we continue our focus on enhancing the reporting functionality throughout Teamwork this quarter, we’re delighted to introduce the first of three Planned vs Actual Reports — the Planned vs Actual Milestones Report. The aim of this new report is to give you an understanding of the actual status of your Milestones by comparing the original due dates with your current due or completed dates. With this view, you can quickly identify how a project is performing against your plan.
Whether you’re onboarding a new tool within an organization or using an existing tool, it’s critical for your team to get the maximum use out of it. However, it’s just as important to ensure your team is using it as effectively and efficiently as possible. We know that many project management tools can be limited in their functionality and others may be too feature-heavy and it can be a little unclear on where to focus within the product to gain the most value.
We are delighted to release the final piece of our notifications solution to Teamwork CRM with Email Notifications and Reminders. Until now, notifications were available in-app via the bell icon. To date this is how users received notifications for any changes to the deals they were following. However, there was still a notification gap to be filled. Once you were out of the application, you had no means of understanding how your deals progressed.
Your team now has the capability to quickly set task reminders for any task in their task list. This new feature allows you to stay up-to-date on your latest tasks from start to completion — allowing for the timely execution of your project. We know in today's remote world teams are busy. Whether it’s balancing work lives with homeschooling or work commitments with personal lives, everyone is multitasking.
At Teamwork we understand that not all our customers want the exact same project navigation tab. This is especially true when you take into account the hundreds of thousands of users from varying industries that are within Teamwork everyday. But it’s clear to us that the ideal project setup–not only for each customer but each unique project–could be very different.
Anyone who has ever spent an appreciable about of time working with business information knows full well that the sheer volume of content within their deployment is growing by the day. But at the same time, the variety of content is also on the rise — which can easily lead to governance issues before you know it.
It’s no secret that good customer service is an essential aspect of any business. More than 80% of surveyed customer service professionals view customer experience as a primary or secondary differentiating factor for their organization. Yet, for many businesses, meeting and exceeding client expectations can be a challenge. In 2020, 40% of surveyed consumers stopped doing business with one or more companies because of poor customer service.