Q4 Release - Productivity
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Created on October 16, 2019
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Manage Client Segments with multiple seniority factors
Save time with new partner templates for Office365, QBR, Audits, Strategy meetings...
Track next steps, standard tasks and activities with tasks
Drive Focus, Execution and Accountability
Growth ScoreDashboard
New ConnectwiseIntegration
Client Engagement Score Dashboard
Multiple Seniorities
Forecast budgets and workload with the aggregated Roadmap
Two-wayOpportunity, Ticket and Project Integration
Capture Project Revenues with awareness
Track who needs attention because of low adoption of your standards
Expanded and NewTemplates
Standard Adoption Score Dashboard
Master Roadmap Portfolio
Task Library