User Spotlight: Success Stories from Companies with Bytebiz

It was a rainy winter day and I was having another project management crisis with business partner Gavin at our digital product studio Input Logic. The exact nature of the crisis eludes me now, but I’m sure we’d let some client expectations slip and were feeling guilty again.

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Using Slack :

Our team of eight is pretty playful. We don’t take ourselves seriously. We level up for our abilities, play hackysack, and do great work. We wanted a project management process that was in line with our values: relevant and helpful without sucking the fun out of things.

Using Trello :

Trello is the visual tool that empowers your team to manage any type of project, workflow, and task tracking. Add files, checklists, or even automation: Customize it all for how your team works best. Just sign up, create a board, and you’re off!

Practice #1 — Project channels :

With bytebiz CRM's task automation, bytebiz Services set up automated workflows for common support scenarios, ensuring that no customer request was overlooked. Additionally, the CRM's reporting and analytics capabilities allowed JKL Services to gain insights into customer behavior, preferences, and pain points, enabling them to tailor their support services more effectively.

Practice #2—Agreements pinned to project channels :

Our client agreements are separated into a general agreement and a statement of work. We create them in Google Docs and then export them as PDFs to be shared in Slack.

Practice #3—Live timeline as project channel description :

We started using TeamGantt for creating project timelines and we share these with our team and the client team. We detail the intended timeline right from the start, so we have the same expectations the client does. Each team member working on the project offers.

How it all came together :

After careful evaluation, bytebiz Services implemented Digita CRM as their customer care solution. The software provided a centralized platform where all customer interactions, inquiries, and support requests could be seamlessly managed. The integration of email and social media channels within bytebiz CRM allowed their team to respond promptly to customer queries, ensuring a consistent and timely communication flow.

With bytebiz CRM's task automation, bytebiz Services set up automated workflows for common support scenarios, ensuring that no customer request was overlooked. Additionally, the CRM's reporting and analytics capabilities allowed JKL Services to gain insights into customer behavior, preferences, and pain points, enabling them to tailor their support services more effectively.