Teams | Collaboration | Customer Service | Project Management

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Integrate and Automate your favorite apps with Microsoft OneDrive using Workativ

A document management process automation enables organizing, securing, capturing, digitizing, tagging, approving, and completing tasks with your business files. For instance, Workativ’s document management process automation on Slack or Microsoft Teams app make it possible to access files, collaborate, track, and securely send sensitive content and information from anywhere there is an internet connection.

Integrate and Automate TSheets Workflows with any 3rd Party Software | Workativ

Although HR processes are embracing technology more than ever before, they still face rampant operational issues when working at scale. Issues faced by current HR processes include: Although such issues are keeping organizations from functioning at their maximum efficiency, they are also acting as key drivers that are motivating managers to explore new technological possibilities.

What's new in Teamwork CRM

Over the past few months, the Teamwork CRM engineers have been dedicating most of their time to several significant features. Our new email integration that is currently in beta, our company and contact sync with Teamwork, and the introduction of notifications are just some of the features that you will soon be able to avail of! While those items have been our main focus, we have also released some really valuable features to Teamwork CRM. Here are three such items that we have recently added:.

11 Best Business Intelligence Tools for Small Businesses

Today, we all have access to data, and growing businesses can’t afford to make decisions on incomplete information and gut-feeling. But data alone isn’t enough – we need a way to turn data into insight. That’s why every business needs a business intelligence tool. But what are business intelligence tools? Business intelligence tools are used to access and analyze sets of data and present findings to provide users with a detailed overview of the state of the business.

Agile Project Management: What Is It and Why Does It Matter?

From the building of ancient pyramids and industrialization of the 19th century to modern-day developments such as the Gantt chart and Critical Path, project management has always existed in some form. Today, project management has evolved one step further – with improved processes and technology providing more flexibility, more accountability and ultimately, more successful outcomes.

7 Customer success metrics you should be prioritizing (but probably aren't)

Net promoter score. Customer churn rate. Monthly recurring revenue. These are all high-profile customer success metrics, prominently featured in most posts on the topic. There’s no denying these metrics have value – but do they really tell the whole story? Key performance indicators (KPIs) like net promoter score and churn rate tell you if there’s a problem or if your company is doing well overall. But to figure out what to do next, you need to dig a little deeper.

How to improve customer relationship by using an omnichannel platform

Strengthening relationships, creating online connections, and improving digital customer relationships have never been this essential. The year 2020 brought many uncertainties, but there is no doubt that efficient online communication helps to maintain good relationships between companies and customers in times like these.

What is a chatbot and how can it improve customer service?

Chatbots are no longer a new technology in customer service. Customers are using them to get support across a variety of industries, whether they need help changing a hotel reservation, paying a bill, or finding the perfect lipstick color. Business use of chatbots and conversational AI is only going in one direction.