Teams | Collaboration | Customer Service | Project Management

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Agency Project Management: Creating Your Profit Machine

Oct 15, 2024 By Team Scoro In Scoro
Managing agency projects means managing multiple clients, team members, deadlines, and goals while focusing on profitability. No matter how unique each project is, one constant remains: The need to hit your profit margin targets. Miss those consistently, and your agency’s financial health—and long-term growth—will be at risk. After years of working with agency owners (and having former agency leads on our team), we developed a project management process designed to protect your margins.
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Project Tracking 101: What It Is and How to Do It Effectively

Oct 14, 2024 By Liis Milk In Scoro
Project tracking is the process of keeping an eye on how a project is progressing to make sure it’s staying on schedule, within budget, and meeting your goals. For agencies and consultancies, this usually means checking things like how well your team is managing their tasks, how long tasks are taking, and whether the project costs are sticking to the plan. Good project tracking helps teams stay on top of work and deliver high-quality, on-time projects that keep clients happy.
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9 Project Management Tools That Integrate with HubSpot

Oct 10, 2024 By Marilyn In Scoro
HubSpot is a popular platform used by thousands of companies to manage their sales, marketing, and customer service efforts. But can you use it for project management, too? Well, maybe. It depends on what you need. Let’s explore the HubSpot project management tool and the best PM platforms that integrate well with HubSpot.
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Richard Brett: What is 'rev rec' & which metrics matter?

Oct 8, 2024 By Scoro In Scoro
Which metrics should you track, to run your agency as efficiently as possible? In this episode we speak with Richard Brett. Rich is a seasoned FinOps professional with 15+ years of experience, including a decade in the agency world. Rich has played a key role in scaling agencies, setting up financial processes, and supporting sustainable growth. Rich will take us into a deeper dive of agency finances, starting with revenue recognition – recording revenue when it's earned, not when payment is received – and explain why this is so important.
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October 2024 Version Update: Portfolio-Level Bookings & Bank Payments with Stripe

Sep 25, 2024 By Sintija Ērgle In Scoro
Earlier this year, we introduced the concept of bookings into Scoro, making it possible to do high-level resource planning in the project view. Now, we’re taking it a step further with the new Bookings module, making it easier to manage bookings across your entire portfolio. Let’s explore this and other updates for the month!
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Dan Timmiss: How to get your agency IT ready for scaling

Sep 10, 2024 By Scoro In Scoro
As an Ops person, the role of IT expert is often part of the job. So how can you ensure your agency’s IT infrastructure is set up for scaling? That's the focus of our discussion with Dan Timmiss, Technical Director at Kaizen IT Solutions. With over two decades of experience, Dan has helped hundreds of creative agencies optimize and manage their IT setups, from audits to complete IT overhauls and supporting scaling teams.
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7 Best Quoting Software in 2024: Features & Reviews

Sep 10, 2024 By Team Scoro In Scoro
Whether you’re a small business owner or part of a large sales team, automated quoting software can give you an edge in winning new business. But with so many options, finding the right quoting tool can feel overwhelming. So, we tested the best quoting software tools on the market to help you find the one that best suits your needs.
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Billable Rates 101: A Guide For Professional Services

Sep 4, 2024 By Rachel Bicha In Scoro
Everyone knows you need solid revenue and profits to build a sustainable business. But there are lots of different factors influencing those areas. To truly understand your revenue and profits, you need to first understand billable rates and your average billable rate (ABR). This way, you know how efficiently you’re generating revenue and profits. And can adjust your pricing or resource allocations to boost your margins. Here are the basics.
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