Teams | Collaboration | Customer Service | Project Management

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7 secrets of sales leadership

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.

M Files Admin: Creating a Document Review and Approval Workflow | Intelligent Information Management

One of the most used and needed workflows throughout all organizations is the document review and approval workflow, where documents start out in a draft state and then they go through review and then final approval. It's really easy to create this workflow in M-Files and it saves staff loads of time since they don't have to hassle with the messy process of emailing attachments back and forth and creating multiple versions of the same document

Introducing Planned vs Actual Milestones Report to Teamwork

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.

Introducing the Teamwork Success Planner: A report to help your team maximize their use of Teamwork

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.

Introducing Email Notifications and Activity Reminders to Teamwork CRM

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.

Quickly set Task Reminders to ensure your team gets notified

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.