Managing Projects AND Securing New Ones

We thought it was timely to bring your attention to Workamajig's recently upgraded CRM module to make sure you are all making the most of the latest features which include:

• An 'Opportunities' tab, located in the updated Sales menu that incorporates "Win Without Pitching," a step-by-step process that ensures you are talking to the right prospects, at the right time, with the right information. You can also provide an estimate to your client from here without opening a project first.    
• A 'Marketing Groups' tab, also located in the updated Sales menu, allowing you to arrange your leads and contacts in a variety of lists for your direct mail and email marketing efforts.
• The ability to use 'My Emma', a leading marketing solutions provider that allows you
  to manage your email marketing efforts through Workamajig.
• The ability to access from your mobile device areas of Workamajig including Dashboard, Time Entry, Calendar and My Items to Approve.
• And much more!

The Win Without Pitching sales methodology system is a means of categorising opportunities based on where the client-to-be is in the buying cycle, rather than based on the activities the salesperson has completed.  

For example, the WWP methodology does not measure whether the business development person has obtained a meeting or written a proposal. Rather, it uses the science of how people buy to determine where the client-to-be is in the buying cycle, and then what the appropriate next steps might be.

Please contact us if you feel your team would benefit from a training session on WWP to standardise methodology and improve your hit rate.    

www.softwaredownunder.com.au  

August Upgrade Features:   

Reports
We have added Line Number (from the project schedule) to the following datasets so that tasks can be sorted in the order they appear on the schedule:

 - All the Time Detail reports
 - Misc Cost Report
 - Allocated hours
 - Misc cost listing

 - Task Assignment Listing  

A filter has been added to the general ledger that allows you to filter the report for particular types of accounts. We have also added a summary format for this report.       

Primary contact for the client has been added to the campaign listing. 

We have updated the Business Development report so that it will only show active opportunities in level 3&4   

Don't forget:

As WMJ updates are run on approximately the second week of each month - please read the system message that appears and empty your browser cache to refresh the updates!

Questions?

Please email them to:  

 support@softwaredownunder.com.au

For your input regarding LABS, please include " LABS" and your company name in the subject line of your email and send it to support@workamajig.com. This will allow us to better help you and your team.

Remember your feedback is what will helps to shape the future, so keep it coming!    

"Worry not that no one knows of you; seek to be worth knowing." 

 Confucius   

The timers for timetracking are now stored on the server so if you close the window, your timer is still running.