SelectDeleteRecordsBulk

Select and Delete records in bulk via List screen

24 May, 2016 Posted by Hugh Cowling

If you’re like us, maintaining clean and up-to-date customer records is quite a challenge. Whether it’s old sales leads from a conference, a contact import that went badly, or just...

blog image util

16 May, 2016

Feature Update: Team Filtering for Utilization & Profitability Reports

Posted by Hugh Cowling - 0 comments

In-case you missed it, back in December we shipped a dashboard that displays your staff utilization - both historically and forecasted. The simple graphical display combined with powerful filters and toggles has proved to be quite a hit, but we recognize there was a helpful piece missing: Switching between teams...
HowtoBoostRevenue

13 May, 2016

3 Ways to Boost Revenue at Your Agency (without taking on more clients)

Posted by Arielle Shnaidman - 0 comments

Working at a digital agency is a constant hustle—you’re always trying to bring in more revenue. What many don’t realize though, is that things like up-selling additional services, marketing to a new client base, or raising your rates aren’t the only avenues you can take to improve your profits. On...
bcc2

6 May, 2016

New Feature: Get CCed or BCCed on things you Favorite or Bookmark

Posted by Hugh Cowling - 0 comments

Whether you're working on a sale, a project, a ticket or doing ongoing retainer work for clients, there's often times to prove the adage that two heads are better than one. While there's no shortage of ways to collaborate with team members to get the best results for clients -...
blog q2

3 May, 2016

Product Priorities 2016 - Q2

Posted by Geoff McQueen - 0 comments

We're a bit overdue publishing an updated product priority list, in large part because we chose to kick off 2016 with some pretty heavy-duty priorities that still have our product team pretty busy! Since our last update at the end of 2015, we've released the following improvements: Continuum Integration - Jan[sitetree_link,id=1391]...
AccountantsInbox

3 May, 2016

Accountants: Here’s how to control your inbox

Posted by Arielle Shnaidman - 0 comments

Staying on top of your inbox can be overwhelming, especially if you’re an accountant. Trying to manage all of your client work and keep track of what your team is working on (which often happens through email) doesn’t make it any easier. With so many accountants struggling with this, here are...
BetterRevenueModel

23 Apr, 2016

4 Steps to Developing a Better Revenue Model

Posted by Arielle Shnaidman - 0 comments

No matter what kind of consulting business you’re running, having a revenue model in place is crucial. It’ll let you know pretty quickly if your overall business strategy is working (or not). On that note, here are four steps you can take to help you develop a solid revenue model:   themask...
3secrets

16 Apr, 2016

3 Secrets the Most Successful Project Managers Know

Posted by Arielle Shnaidman - 0 comments

Every project comes with its own set of challenges (okay, some of them feel like hurdles), but the most successful project managers know how to overcome them, irrespective of scope. Their secret? They understand these three things when it comes to managing projects like an all-star: 1. Squishing a square into...
ImproveSalesProcess

13 Apr, 2016

5 Ways to Make Your Sales Process Better

Posted by Arielle Shnaidman - 0 comments

You know all too well that finding leads is only half the battle. Once you know who to reach out to, it all comes down to your sales process. When things aren't streamlined, a lot can fall through the cracks (even your deal). On that note, here’s how to build...
40faster

7 Apr, 2016

Performance Update: Accelo is 40% Faster Today

Posted by Geoff McQueen - 0 comments

While we've had amazing feedback on the design and functionality of Accelo since our launch last November, we've heard one consistent pain point loud and clear - the application just isn't fast enough. The toughest part about the feedback we've gotten on the performance front is that we completely agree...