The Benefits
An integrated team and client workspace solution based on Zoho business
solutions can help professional services firms:
Keep both clients and team members up to date on tasks, issues, and case
information
Good communication among team members, and between teams and clients, is
essential to the completion of high-quality projects and to client
satisfaction. With an integrated workspace solution, everyone involved in a
project can stay informed and connected, helping to ensure that schedules are
met, issues are addressed, and goals are achieved.
Retrieve information about cases and clients more quickly and easily
All information related to a project can be shared on a single integrated team
workspace—documents, supporting cases and studies, team calendars, lists of
specialists who have contributed to the project, and billing information—which
means less time spent searching for client and project information.
Increase mobile worker productivity when offsite or in areas with limited
connectivity
It's not only individual team members who benefit from connectivity when
offsite, but entire teams as well. Real-time communication and peer-to-peer
synchronization of data enable teams to move forward confidently with projects.
Share and reuse information to take advantage of the firm's intellectual
capital
When teams don't have to generate new documents for each client or project,
they can focus their time on responding creatively to unique client needs.
Spend more time on strategic, value-added work
Integrated workspaces, client visibility, real time communication, automated tasks, and integrated workflow free your people for high-value work, such as strategizing, innovating and fine tuning client projects.