There is a lifecycle every successful digital agency goes through. At first you are a team of three handling five clients and email is your best friend. It is fast and universal. A client emails a request, you reply, you do the work, and you reply again. But as your agency grows this process doesn’t […]
6 Signs Your Agency Has Outgrown Email for Client Requests More
For the Cingulum Health team, the highest level of patient care and attention is a must. We recently spoke to the practice manager at Cingulum Health whose clinic has recently switched over to using OneDesk. With OneDesk’s combination of support and project management features, this leading clinic has been able to streamline their operations, allowing
Cingulum Health Uses OneDesk to Enhance their Patient Management Workflow More
Generative AI tools such as ChatGPT, have been a popular topic lately. Many businesses and clients are experimenting and exploring the use cases of AI for their industry. For instance, AI can be used for customer support by integrating it into ticketing and chat features. If you’re not already sold on the idea of using
Use AI to Improve Customer Support More
Introducing your AI assistant The March 2024 release of OneDesk has brought an exciting new feature — Odie the Ai-powered assistant! Odie (‘OD’) is a Chat-GPT-like AI tool integrated with OneDesk’s messenger and customer-facing applications. The AI uses advanced and modern technology such as large language models (LLMs) and generative AI to make suggestions, generate
Introducing: Odie OneDesk’s AI Assistant More
What is the role of a help desk for education? When thinking of a help desk, the immediate association often leans towards IT teams or businesses dealing with customer inquiries. However, the utility of a help desk goes beyond these realms, proving valuable for any organization handling requests or inquiries. A help desk for education
Help Desk for Education – Why You Need One and What to Look For More
Agency time tracking refers to the process of monitoring and recording the amount of time that an agency and their employees spend on client projects and tasks. Agency is a broad term encompassing businesses such as: government agencies, marketing agencies, and creative services. In today’s blog we’ll look at some strategies to implement and utilize time
Strategies for Agency Time Tracking More
Professional Services Automation (PSA) software enables your business to easily and accurately log time, plan client projects, and provide continuous client support. With a QuickBooks integration, you can sync data from the PSA tool easily. For example, you can generate invoices from time logged within your PSA tool, then send over those invoices right to
Professional services software integrated with QuickBooks More
Using project templates Many businesses deliver services or projects for their clients which often follow a similar flow. Projects of this nature can encompass a wide variety of procedures or services such as web design projects, marketing campaigns, or onboarding procedures. Let’s take the example of a design project. The standard procedure is similar each
In today’s fast-paced business world, finding the right tool to streamline your organization’s processes is crucial. Whether you’re a seasoned project manager or a curious entrepreneur, we’ve got you covered. In this blog, we’ll explore 12 must-have features to look for in a PSA software. From service request management, to invoicing, and capacity planning, we’ll
12 Must-Have Features of PSA Software More
What are Managed Service Providers (MSPs) Managed Service Providers (MSPs) make sure businesses can focus on providing their core services by handling the IT side of things. Managed service providers keep everything running smooth, from managing a company’s networks to setting up servers and tackling cybersecurity. Challenges of MSPs Running an MSP comes with its
Benefits of PSA Tools for Managed Service Providers More