Can you believe that we are halfway into 2009? It seems like yesterday we were in the beginning stages of transitioning all of our users from Creative Manager Pro to Workamajig. My, how time flies!

In this edition of The Way, you will find information about the much anticipated CRM module release, an agency spotlight on how one agency uses Workamajig to improve their billing process, information about our 2010 Users Conference and much more.

As your Account Manager, please know I am always here to assist you. We at Workamajig pride ourselves on Customer Support. All of our users enjoy unlimited email support. Do not hesitate to email any questions or comments to me at support@workamajig.com. Your email will immediately be routed to my attention and I will quickly get back to you with a response. Please note if you would like a phone call rather than an emailed response. If you are absolutely stumped, you can call me at 1-800-203-7684 x3052. More than likely your call will go to voicemail but, rest assured, I will get back to you shortly to help.

Lastly, I want to thank you for all the comments and suggestions regarding our inaugural newsletter. Please keep them coming! Send us a tweet, post a comment on our Facebook fan page, or shoot us an email at way@workamajig.com! We are continuously working to provide you with the most relevant and useful information for The Way and all feedback
is appreciated.

Thank you.

Mike Wang

Director of Training and Support

Mike Wang Photo

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New CRM Module Is Here!

Workamajig is pleased to announce that we just released our new CRM module and will be rolling it out to all of our clients over the next 6-8 weeks. We will also be reaching out to you in the next couple of weeks to provide free training on these updates, which include:

An “Opportunities” tab, located in the updated Sales menu that incorporates “Win Without Pitching,” a step-by-step process that ensures you are talking to the right prospects, at the right time, with the right information.
A “Marketing Groups” tab, also located in the updated Sales menu, allowing you to arrange your leads and contacts in a variety of lists for your direct mail and email marketing efforts.
The ability to use My Emma, a premier marketing solutions provider that allows you
to manage your email marketing efforts through Workamajig.
The ability to access from your mobile device areas of Workamajig including Dashboard, Time Entry, Calendar and My Items to Approve.
And much more!

To get the latest lowdown on how to implement all the new features, you can view the CRM intro video HERE and read its release notes HERE.

As always, we are available to assist you with any questions you may have about these or any other software updates.

Save The Date: 2010 Workamajig Users Conference!

Back by popular demand, we will be hosting the second Workamajig Users Conference from April 11-14, 2010 at the beautiful Hotel del Coronado resort in sunny San Diego, CA! More details to come!

HOW Magazine Recommends Workamajig

HOW Magazine, one of the leading design industry publications, recently reviewed a number of project management software tools and this is what they had to say about us:

"If you're in a relatively large operation and want a single package to automate all of your business processes, Workamajig is the best choice." -HOW Magazine, June 2009; www.howdesign.com

To check out what some of Workamajig’s users had to say about us in the magazine’s feature, click HERE or pick up a copy of the June edition of HOW Magazine on
newsstands now.

Workamajig Attends AAF National Conference

From June 4-6, Workamajig attended the American Advertising Federation’s (AAF) National Conference in Washington, D.C., where we met with many of our clients and spoke with agency leaders and industry professional about the ever-changing industry. Click HERE to view photos from this year’s conference.

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What our users are loving about Workamajig:

Excel As Your Financial Report Writer

Controllers and bookkeepers are loving Workamajig’s capability of using the power of Excel as a report writer to build custom financial reports that draw general ledger balances directly into a formula entered through an Excel spreadsheet. This gives users the ability to build beautifully customizable spreadsheets and charts. While this function is only available for the PC version of Excel, users are still able to transport all charts for the Mac version of Excel.

The Desktop Is Alive

If you ever used Creative Manager Pro, you may remember the days when you had to constantly refresh your entire desktop page to see up-to-date status on projects, task lists, metrics, etc. With Workamajig, users almost take it for granted that their desktop widgets update themselves automatically thanks to the power of the new Flash interface! Workamajig users can rest assured that their desktops are always current.

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How one agency uses Workamajig’s worksheet capabilities to improve their overall efficiencies.

One of the first agencies to make the transition from Creative Manager Pro to Workamajig was Anchorage, AK-based Nerland Agency. A user since 2005, Nerland Agency refers to Workamajig as their “Tank” for information, making their work lives easier and more accessible. But, of all the agency’s favorite things about the “Tank,” AKA, Workamajig, it is our billing capabilities that have allowed them to become more efficient in managing projects and billing.

Nerland Agency uses Workamajig for electronic billing by generating worksheets, reviewing client transactions, sending and approving invoices, and much more, from anywhere they may be at anytime of the day or night.

“With Workamajig, our complete billing turnaround time is now two to three days,” said Lisa King, Nerland Agency’s CFO. “We can now send our billings out in seconds! The speed of the software also helps to improve cash flow, since many of our invoices can be sent instantly through email, which also helps our staff members who travel frequently for work.”

With all employees able to access Workamajig’s billing capabilities, the agency’s Account Service department has begun to share more ownership of the billing process, thus reducing the accounting department’s workload. “Billing used to hang over the heads of the accounting and executive teams as a daunting task, whereas now it is a much more manageable task,” said King.

Workamajig’s electronic billing has also helped the agency in its steps of going green. “We send the majority of our invoices out electronically through Workamajig, substantially reducing our printing and postage costs.”

Overall, King says the flexibility of options has made everything easier and more fluid throughout the agency’s billing process.

Make sure to contact support@workamajig.com to learn all the ways Workamajig can help bring ease to your billing process!

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Did you know Workamajig is on Facebook and Twitter, providing users with news and information about software updates, quick tips and more?

Become a Workamajig Facebook fan HERE.

Follow Workamajig on Twitter HERE.