Teams | Collaboration | Customer Service | Project Management

Aligning sales and customer service: How and why

Sales and customer service should be a natural fit. Both teams work to create successful customer interactions and move the company forward. It stands to reason that they should easily support one another—unfortunately, that’s rarely the case. Because sales and customer service (CS) teams are focused on different metrics, they rarely interact with each other. Sales teams, for instance, key in on sales metrics like win rates, while CS keeps an eye on tickets closed and CSAT.

Technology's Role in Company Culture

In this episode of the Cohesion Podcast, Amanda sat with Wendy Pfeiffer, the CIO of Nutanix, to discuss the innovation, functions, and excellence of operations in business technology that help improve company culture. What is interesting about Wendy is her beginning. Like many others, they find their passion outside of the field they originally started in. They bring a wide range of experiences and abilities that enrich their new work environment in their journey.

Grand Union Housing Group - Convene Success Story

Grand Union Housing is an innovative not-for-profit organization whose mission is to build more homes, stronger communities, better lives. We build affordable homes, provide personal support, and help people to learn, work and be healthy. Aileen Evans, Grand Union Housing's Chief Executive Officer and the new Vice President of the Chartered Institute of Housing shares her experience using Convene and the efficiency of paperless meetings.

OneDesk - Convert a Customer to a User

Learn about Customers and Users in OneDesk and how to convert a Customer to a User. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Recovering Deleted Projects

When you choose to delete a project in OneDesk, it will be archived and scheduled for deletion after 7 days. Any time during this 7 day span, you can choose to un-delete the project. Learn how to schedule and un-schedule a project for deletion, as well as how to view archived items in OneDesk. OneDesk combines Help Desk & Project Management software into a single application.

How to Use Milestones to Track Progress (An Experts Take)

Milestones are a core part of a businesses workflow and are very important for tracking progress throughout different initiatives that a team, group, or individual may be working on. As a wise product manager once said what gets measured ends up getting improved and what better way keep track of your work than with document milestones on a project gantt chart.

Productivity in the UK: The Scoro Report

Given the seismic changes in everyone’s lives since March 2020, it’s little surprise that the way we work has become just as radically different. However, the conversation around remote and hybrid working has continued to rage on, especially in the UK. That’s why the team at Scoro wanted to get to the bottom of the situation. We’ve conducted a thorough survey to understand exactly what Brits’ attitudes towards the way they work have been over the past 18 months.

Little Known Ways to Handle Common Call Center Challenges

Even before the pandemic, remote work has been a standard set-up for most call center workers worldwide. Call center companies, most specifically, are able to hire remote workers thanks to the proliferation of online collaborative software and tools. With the COVID-19 still looming around, it’s more likely that remote work will become part of the new norm and post-pandemic world.

QuickBooks Time Tracking App Review 2021 (Pros, Cons)

Note: This post is an advertisement by Time Doctor for the purchase of its software product, TIME DOCTOR®. Quickbooks Time® is a product and registered trademark of Intuit Inc. QuickBooks Time is a time tracking and employee scheduling app that allows employees and managers to track, submit, and approve employee hours right from their smartphones. The software can be useful if you have remote teams working on different projects and job sites.

How to Ensure Data Security for Remote Workers in 2022

Remote work, in some form or another, is clearly here to stay. But it’s not enough for businesses – particularly small businesses – to simply extend pandemic-era remote work accommodations indefinitely. And there’s a very good reason for that. According to cybersecurity firm Malwarebytes, a full 19.8% of businesses suffered a data breach after switching to remote work arrangements. And the reason for that is clear.