As a person that has worked in the administrative support field for many years, I know how essential it is to use tools that can help you stay organized and improve and streamline your work processes. I also know how hard it is to choose which tools will be the best option for you and your work style. The truth is that there is no way to really tell which tool will function best, unless you do some trial and errors. As entrepreneurs it is often a challenge to stay on top of everything that keeps our business running. From reading and responding to high volumes of emails to managing multiple projects, and managing your business website and social media. All these aspects of the business can seem daunting, when we know what we would most like is to just focus on our business objective. Here are some tools that I am currently using to help alleviate the workload and improve the way I run my business.
- Asana - is a great tool for project management. It allows you to create multiple projects, assign tasks, and check on team progress, without having to schedule meetings in order to check on project progress. In your projects your able to have conversations with teammates and upload relevant documents.
- Dropbox - is a great storage tool to have, as you can later access your documents from any device. As entrepreneurs we are constantly moving, so having access to important documents from any location is essential.
- Boomerang - I love Boomerang! It works with various email providers, and it's a must have on my list. Why? I currently use gmail and outlook and though I love their functionalities, adding Boomerang, is like Outlook and Gmail on steroids. It allows you to clear up and archive your inbox of emails that perhaps do not need a response immediately. This is different than Gmail and Outlooks current functionalities in that it later reminds you of the archived emails, so that you can respond to them. Another cool task it does, is remind you about emails that you are waiting to hear back from. This is key when working on projects that require input from others.
- Slack - This is an app that I currently use. With Slack you can do instant messaging with those listed under your created group. What I like the most about Slack is the ability to upload and store documents. This is specifically useful if you are working with teams outside of your company, who are also using Slack. You can offer real time responses as issues or questions arise, and provide any needed documentation.
- Google Docs - Need to get a document proofread and edited by a group? Then Google Docs is the way to go. This tool allows you to keep track of document versions and to see who is currently working on the document.
- Concur - Concur is an expensing tool. Do you travel often? Take clients out for lunch, dinner or drinks? Keep track of your expenses with Concur. One of the aspect that I enjoy the most with this tool is the fact that you can take a picture of your receipt and upload the image to Concur. Making the need to keep receipts no longer necessary.
- Meet Edgar - If you are finding yourself overwhelmed with the amount of social media management you now need to do, Meet Edgar is sure to become your go to tool to use. Through meet Edgar you are able to create postings ahead of time and schedule their release on all your social media outlets. Depending on what social media outlets you use and what topics are discuss within them, you can also schedule postings to specific outlets.
- Freshbooks - Another great tool to have when managing your invoices and accounting, is Freshbooks. You no longer need to worry about invoicing clients or sending those pesky and sometimes awkward reminders of payments needed, Freshbooks does this for you! You can now focus on your core work knowing that these notifications are being handled.
So there you have it, my favorite go to tools to use to manage my busy schedule and to keep me on track. Do you have tips and tricks or tools of the trade that you use in order to manage your business? Please share by commenting below!
Tired of feeling overwhelmed with your to do list?
Then get it together, get organized or better yet....get yourself an assistant.