New Year’s Day is fast approaching — what will your resolutions be?
The holidays are upon us, meaning that now is the perfect time to start thinking about New Year’s resolutions. This year, why not resolve to improve transparency and efficiency throughout your business by incorporating tools that will streamline your activities and boost your productivity?
As a holiday gift to you (no need to reciprocate, really), we’ve decided to let you in on some of the top tools that have helped our team grow. Start the New Year off on the right foot by checking out these options.
Keep track of all of your projects, assign roles to the appropriate people, share status updates and documents, and track deadlines using this project management tool. You can also create to-do lists and cross off items as they’re completed — much neater than the pile of Post-its stacked by your computer monitor.
This is another way to keep track of assignments and deadlines among multiple parties. Create Trello Boards for specific projects and then add lists as you see fit. You can color code items depending on who they are assigned to, and add labels, due dates, attachments, and more.
Software developers get their own project management platform with JIRA. Features include scrum boards to track progress on projects, real-time insights and reporting, and more. There are even integrations with other tools to foster greater tracking and collaboration among team members.
Have you ever received a contract electronically, only to have to print it out, sign it, and then scan/fax it back to the other person? DocuSign will make things infinitely easier by allowing you to sign documents electronically from where ever you are. This can cut down on time, and help you save some trees by eliminating the paper component of contracts.
Traveling for work can be exciting… and exhausting, especially when it comes to keeping all of your booking information organized. Flight information, hotel accommodations, rental cars, and other reservations can easily get lost in your inbox. TripIt takes all of this information and creates one master itinerary to make travel a breeze.
Even if you already have a Customer Relationship Management (CRM) tool, consider looking into Salesforce. This is a robust, customizable platform for organizations that may have complex sales structures and rules of engagement.
If your business has never had a real CRM tool and is looking to get organized, HubSpot CRM is the perfect introduction. Lose the spreadsheets and haphazard record keeping, and get started with this helpful platform. You can further boost your sales process by incorporating HubSpot’s Sidekick feature, which allows you to see detailed information about who’s opening your emails.
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