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RevOps Innovsa project management

PSA teamwork.com      RevOps project management

With our Revenue Operations (RevOps) approach, project management is no longer limited to tasks and deadlines: it becomes a strategic lever integrated into your HubSpot ecosystem. Using a PSA (Professional Services Automation) project management tool fully integrated with HubSpot, Teamwork.com transforms your CRM into an even more complete ERP, centralizing critical project data.

Thanks to this integration,you have a detailed view of billed and unbilled hours, directly linked to projects sold. Not only does this help you accurately track the profitability of each project, but this data is also available in HubSpot, offering seamless continuity between your sales and project management teams.

With access to essential information in both Teamwork.com and HubSpot, your teams have total transparency over allocated resources, actual costs and project progress. This overview ensures better resource planning, accurate invoicing and revenue optimization for each assignment. Thanks to this PSA-HubSpot integration, you can maximize the efficiency of your operations and ensure that project follow-up is directly in line with your growth objectives.

Onboarding PSA teamwork.com

At Innovsa, we understand that adopting a new project management tool is a crucial step for your company. We provide integration, development, training and support. That's why we've developed a complete onboarding offer for Teamwork.com, integrated into your HubSpot ecosystem, to ensure a smooth transition to optimized project management in RevOps mode. We'll help you maximize the efficiency of Teamwork.com by ensuring smooth implementation and comprehensive training for your teams.

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Needs analysis

We start with an in-depth

Understanding your operating and technological environment.

Identify friction points and opportunities for improvement.

Define a roadmap for the successful integration of Teamwork.com.

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Secure data migration

The migration of your existing data is a delicate stage that we manage with the utmost care:

Transfer of current projects, tasks and resources from your existing tools to Teamwork.com.

Data integrity checks to ensure seamless continuity.

Full integration with HubSpot, enabling information to be synchronized between the two platforms.

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Custom configuration

We deploy Teamwork.com and tailor it precisely to your needs :

Customize settings to reflect your work methodology.

Configure access rights and roles for optimal team management.

Set up dashboards for clear visibility of projects and resources.

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Process automation

Automation is at the heart of our approach to optimizing your operational efficiency:

Creation of automated workflows for recurring tasks.

Integration of billing processes, linking hours worked to projects sold.

Data synchronization between Teamwork.com and HubSpot for real-time updates.

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Team training

Successful adoption of Teamwork.com depends on your teams mastering the tool:

Interactive training sessions, adapted to the different roles within your organization, and to your processes.
Documentation and teaching aids for rapid familiarization.
Ongoing support to answer questions and accompany change.

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Continuous support

After implementation, we remain at your disposal to offer you technical support and personalized advice to maximize your use of Teamwork.com.

Why choose Innovsa for your Teamwork.com onboarding ?


As RevOps experts and trusted partners, we offer you : 

 

RevOps project management with Teamwork.com?

RevOps is all about optimizing for profitability

Contact us today to find out how our onboarding services can propel your business to new heights of efficiency and profitability.

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