FUNCTIONS

Sales

Sales management tools enable you to:

• Store information on potential clients and their employees in one place, and to see sales activities related to them.
• Keep track of potential clients’ needs and sales opportunities.
• Plan marketing campaigns, events, and to monitor the efficiency of their implementation.
• Analyse sales potential in a sales funnel.

The main functions:

• administration of leads;
• administration of clients;
• marketing campaigns;
• sales funnel.

Project Management

Project management tools enable you to:

• Plan a project, its activities and results based on their hierarchy, inter-dependency, and date limitations.
• Plan project’s budget and monitor its deviation in real-time – the actual situation.
• Carry out a project in time, within scope and budget.

The main functions:

• work breakdown structure;
• Gantt chart;
• project approval;
• description of a business case;
• resource management;
• budget planning;
• quality control;
• change management;
• templates;
• management of project finances.

Project Portfolio Management

Project portfolio management enables you to monitor not only one project, but whole project portfolio or all company’s projects.

The main functions:

• management of project selection;
• project portfolio desktops.

Task Management

Task management tools enable you to:

• Have all tasks related to projects, sales and internal activities in one place.
• Plan future activities and remember them when time comes.
• Focus on activities / tasks of the week.
• Delegate tasks fast and easy.
• See the planned employees’ workload and actual performed tasks.

The main functions:

• tasks;
• Kanban, Agile and Scrum methodologies;
• task-based management method;
• task time tracking.

Work Time Tracking

Work time tracking and calendar enable you to:

• Plan meetings and invite colleagues;
• Track employees’ work time on projects, internal activities or sales accurately and with little effort.
• See accurate monetary expression of time spent on a specific project.
• Bill easily according to chosen time period or actual time spent on a project.

The main functions:

• work time tracking;
• time approval;
• meeting planner;
• integration with other calendars (Office 365 calendar, Google calendar, iCal);
• personal and team’s calendars.

Processes

Processes and time sequences enable you to:

• Standardise company’s activities or implementation of tasks of project’s stages.
• Save time on recording repetitive tasks.
• Initiate processes not only manually, but also automatically.

The main functions:

• task – solution sequences;
• process creation;
• process templates;
• triggers.

Service and Quality Management

Service and quality management enable you to:

• Register clients’ requests and solve them by creating tasks, recording incidents or changes.
• Determine, estimate, manage and control projects’ risks, incidents, problems and open questions.
• Stop using additional tools and have risk and incident registers and other management tools required by ISO 9001 standard.

The main functions:

• incidents;
• problems;
• risks;
• open questions;
• management of unassigned tasks;
• quality control desktops.

More about WiseTeam Quality Management Solution

Finance

Finance functionality enables you to:

• Bill easily according to chosen time period or actual time spent on a project.
• Remember to bill on time.
• Administer company’s or project’s payments and debts.
• Analyse company’s budget in real-time, compare the fact with the planned budget, see forecasts.

The main functions:

• Bonus management
• Invoice administration
• Payment tracking
• Administration of organisation’s budget

Cooperation

Cooperation tools enable you to:

• Communicate internally more effectively.
• Remember important things with various reminders.
• Communicate through comments by indicating specific colleagues and sending them reminders.
• Share documents, templates and good practice easily.

The main functions:

• Delegation of tasks
• Reminders
• Role desktops
• Comments
• Administration of documents
• Templates

Responsive User Interface

WiseTeam solution is developed with a responsive user interface, which adapts to the size of used device, so you can use it on a tablet or a smart phone.

Tools for Analysis

Tools for analysis are flexible enabling every employee to create their own dashboard with analysis tools most important to them. These tools also enable you to see status of the most important events, projects and sales opportunities in one place and in real-time from different perspectives. In addition, the personalised project manager’s view provides information on their projects, and higher level management see the summary of all projects with possibility to drill in to details of every project.

API

The API allows other applications to integrate with your WiseTeam account. Please find out more