Behind the Scenes: Product Research and Validation for Accelo v4
By now, you’ve hopefully heard that we’re releasing a new version of Accelo this December. Along with the lowdown on why we decided to upgrade the platform this year, we’ve revealed the advancement in...
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Best Consulting CRMs: Why Your Firm Needs One and What To Look For
CRM platforms have revolutionized the way consulting firms manage workflows, engage with clients and analyze data. The right CRM doesn’t just house client details; it makes your business more efficient...
View ArticleHow To Effectively Automate Business Processes for the Long Term
This article is the last in a four-part series inspired by the Entrepreneurial Operating System (EOS) Model ® and the book “Process!” by Mike Paton and Lisa González.No matter how ingenious your...
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What Is a Gantt Chart? Examples and Benefits for Project Management
Visualizing an entire project is crucial for its successful completion. But if you’re using a static tool to monitor and update individual task progress, you’ll never quite achieve a real-time...
View Article6 Ways To Speed Up Service Delivery Without Sacrificing Quality
We’re all in a race against time — one we’re inevitably going to lose. Perhaps it’s because we know that life is finite that we tend to feel rushed. In business, that feeling is exacerbated by the...
View ArticlePower + Service: What Inspired 4 Businesses To Move to Accelo
As recent as 2022, 51% of workers were spending at least two hours per day on repetitive tasks. Considering this is the age of digital transformation, a stat like that should shock you.Business...
View ArticleWill Accounting Be Replaced by AI?
We benefit every day from technological progress, but its shadow looms large. When life becomes so convenient that we doubt our own usefulness, it’s time to take inventory of the facts.There are many...
View ArticleResourcing for Revenue: How To Leave Manual Timesheets Behind
If you bill for time, the tick of the clock is as valuable as the ring of a cash register. But both are mere metaphors today, as we don’t often hear either of these sounds anymore. Time and money may...
View ArticleHow To Conduct Market Research for Consulting Projects
You know your consulting services are unique and effective, but how can you prove it? Instead of only considering the data you gather post-delivery, start developing in-depth reasoning for your...
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5 Best Client Portal Software Examples
Visibility is a strengthening factor in client relationships. But figuring out the best way to offer it to your clients can be a challenge. One hack for doing so with the least amount of manual effort...
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A Special Preview of Accelo v4 Designs
In the past couple of months, we’ve been sharing lots of information about Accelo v4.To catch up, read about our “lift and shift” approach to development. Then, see details about the latest plans in...
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Top 7 Architecture Project Management Software Tools
As a business leader, you know what it feels like to reach a turning point. Something isn’t working, and you’re ready to make a big change, but it might be tough to take a leap.When the problem is with...
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15 Best Time-Tracking and Billing Software Tools for Your Service Business
Time is a valuable resource for any business, but that’s even more true in professional services. Your time’s value is directly tied to your potential profitability. That’s why time-tracking software...
View ArticleHow To Make a Quote in 5 Easy Steps: Templates and Examples
Interacting with prospects can feel a lot like dating.If sales communications are your early text message exchanges, sending a quote is the formal invitation to meet for dinner. The quote is a written...
View ArticleWhat Is a Retainer in Business? Definition, Types and Examples
Changing up your business’s payment structure is a big deal. It’s important to do your due diligence to determine what will work best for you and your clients.Retainers are a popular choice for service...
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Accelo v4 Progress Update
Today we launched our public beta for Accelo v4, which is a very exciting time for the product, and Accelo as a whole. We wanted to take this opportunity to provide an update on how far we have come as...
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Accelo v4 Public Beta Launch
We are excited to announce a big moment in our product journey — the public beta release of Accelo v4! After many quarters of research and hard work, we are eager to share the next evolution of Accelo...
View Article5 Current Business Trends That Will Impact Professional Services in 2024
The last few weeks of a calendar year can be a confusing time. You might be celebrating holidays and taking a break with your family while, at the same time, rushing to close out a fiscal year and...
View Article5 Resource Allocation Blind Spots Costing Your Firm
Imagine walking with a pebble in your shoe. Initially, it’s a minor annoyance, but over time, it becomes a nagging pain and impossible to ignore. There are a lot of things we overlook every day that...
View ArticleTop 5 CRM Trends Shaping Customer Interactions in 2024
We’ve once again reached the annual time of reflection and planning. As you move through 2024, a fair amount of unpredictable events are bound to pop up. But aligning with industry predictions early...
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