Teams | Collaboration | Customer Service | Project Management

Building a systemized, codified, scalable sales engine with Ryan Hall

In a tight market, sales become a big concern. Relying on repeat business or referrals no longer cuts it, you have to put in more effort. Often in agencies, the know-how on how to get this done is missing; few people come from a formal sales background. So a haphazard approach is implemented and we hope for the best. Only that slapdash approach rarely gets the results we want. Is it time for the sales engine to be looked at as an ops challenge? We think so.

Christmas 2024 Version Update: Usability Improvements

The holiday season is made special by its little delights – a glowing string of lights, a crackling fire, and a perfectly wrapped gift. In that same spirit, our Christmas update brings together many thoughtful improvements that may seem small individually but collectively add to a more delightful user experience.

Executive Dashboard Examples For Professional Services

Dashboards are powerful tools that help professional services firms track performance, manage resources, and make smarter decisions. By bringing all key metrics into one place, these dashboards give real-time updates on operations, finances, and client projects. Here are two examples of exectuive dashboards tailored for CEOs/COOs and CFOs.

Running your agency like clockwork with Jinny Mitchell-Kent

How do you create a highly efficient agency without losing flexibility or quality? In this episode, Harv Nagra sits down with Jinny Mitchell-Kent, Joint Managing Director at Great State. With nearly 20 years of experience at agencies big and small—including global powerhouse AKQA—Jinny shares how she’s applying lessons from her big-agency days to a 100-person team. Here’s what you’ll hear: If you want to learn how to streamline your operations and scale smarter, this episode is packed with insights you can put to work right away. Give it a listen!

5 Project Management Software that Integrate with Salesforce

Looking for Salesforce project management tools that go beyond the basics? While Salesforce offers its own project management apps, you might find yourself needing more advanced features. Maybe you need accounting integrations with Salesforce. Or maybe you need features to improve employee resource utilization. Whatever your reasons, use our guide to the top five project management tools that integrate with Salesforce to find the best fit.

10 Causes of Project Cost Overruns And How to Solve Them

As Wellingtone’s annual “State of Project Management” report notes, project cost overruns are a near-universal pain point—only 34% of respondents said they “mostly or always complete projects on budget.” And even though overspending is common and frustrating, it’s mostly preventable (we know that no plan is 100% perfect).

7 PSA Software To Try For Your Agency or Consultancy

Professional Services Automation (PSA) software helps businesses streamline project management, resource planning, invoicing, and financial tracking. It’s an essential tool for firms relying on service delivery, such as consulting, IT support, design, or marketing, by centralizing operations and minimizing inefficiencies. Below is a comparison of 7 top PSA tools designed to optimize your business processes.

How a multi-entity agency saved over two days a month on reporting, with live dashboards

Before Scoro, Saentys was using a range of systems to run its daily operations: This resulted in project management, time tracking, and billing being spread across different systems, creating challenges throughout the business. In 2021, Saentys decided to transition to Scoro to improve their processes. This is what they were able to achieve.