Since Timesheet is one of our most popular modules, we are constantly working on improving your time logging and time tracking experience. As a result, we now have an enhanced version of Timesheet with added options and a different look and feel. Here’s what’s new:

Conditional Formatting in Pivots and Summary Views offers enhanced features like adding/formatting text and icons to highlight your condition in addition to the earlier formatting capabilities. Click to know more.

When important sales data began falling through the cracks in 2011, Universal Financial Consultants (UFC) knew they needed to find a new way to manage their sales pipeline.

“In order to continually improve, we measure the activity of our salespeople on a frequent basis and monitor the business that we are able to broker with our agents,” said Operations Director Natalie Vasacas. “Up until 2011 we were trying to keep track of this data with Google Docs and Excel spreadsheets, (but) we struggled because we had no viable way to update the most important information. We knew something had to change.”

So, UFC, based in Clearwater, Florida, and one of the largest brokerage general agencies in the country, explored the CRM options on the market. The...

Although critical for business operation, reporting can be challenging. Especially when the software solutions provider doesn’t have the expertise or resources to build an effective reporting tool internally.

When this is the case, businesses should think about opting for a ready made, re-brandable (or white-labeled) business intelligence (BI) solution to complement their existing product or service.

So let’s go ahead and look at some of the key advantages of integrating a white-labeled BI solution.