Online tools to maximise team efficiency

Manage your business from anywhere using online tools

With the right tools in place your business can increase team efficiency, boost productivity and become location independent! So just what sort of online tools are out there?

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Project management & collaboration platforms
Set project milestones, track progress and ensure your team can work together effectively. Makes document sharing and communication simple, whether through live chat, video calls and newsfeeds – wherever your team members are located! Check out Zoho Connect for a great example.

Customer Relationship Management (CRM)
CRM platforms let you easily manage, sort and search through all of your contacts and client conversations in one place. Many also include to-do lists and reminders to help you follow up with them. Learn more about CRM.

Accounting tools
Simplify and automate the tracking of your business finances, then gain powerful insights and analysis.

Email newsletters
Quickly build and send email marketing campaigns, then track the results.  

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The best tools work together in a system

True efficiency comes when all of the tools at your disposal work together in a system.

Your email should be able to pull contacts from your CRM, and your CRM should log your email conversations within your contacts list. Likewise, your invoice management system should integrate with your accounting tools, and your project management platform should integrate with wherever you store your documents.

Are you building a system for your business? The Zoho system is one of our favourites, but there are many more. We’ll be looking at others and sharing more tips in future blog posts.

In the meantime, feel free to drop us a line on 01484 307066 for a free chat about your business!

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