Some
tools I'd used in previous years, there were also some new tools added
to my list. All of them help to keep us organized, efficient, and
creative at work.
Here are my 6 favorites tools for 2016...
Finding this gem of a tool has been an absolute lifesaver. I
have a terrible habit of sending an email that says something to the
effect of "I'll follow up with you (insert time/date)" and then never
remembering to actually send that follow-up email. At the beginning of
2016 I started using a spreadsheet to keep track of all of this which
was extremely time consuming and inefficient.
Yesware changed all of that.
This tool has a ton of great features but my personal favorite is the
"remind" feature. Before hitting send on a your email, you can mark
"remind" and choose a date/time for a reminder email to be sent to you
telling you to follow-up. There's an option to only get the reminder if
someone doesn't reply to your email as well. This has removed the need
for confusing spreadsheets but also ensured that I get back to
colleagues and partners in a timely manner.
Some other great features of Yesware include email scheduling (write the
night before and send out the next morning), mail merge capabilities,
email-open tracking, template creation and inputting, and reports. If
you use Salesforce, Yesware also has an integration tool.
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If you read my Thanksgiving post about why I'm grateful to work for Main
Street ROI, then you know that we have the flexibility to work from
home, which is amazing.
One of the ways we're able to do this and still successfully work
together as a team is no doubt because of Asana. This is an online
collaboration tool that allows you to manage the tasks and workings of
your team through a digital platform.
Each member of our team is part of Asana. On this platform, we're able
to create projects and tasks and assign members of our team to join the
project. It allows for internal conversations, task tracking, due dates,
calendars, and following of tasks. This tools has been amazing for
making sure that each project within the company gets done and that we
know who is responsible for each part of the project.
There is also a very easy-to-use mobile app for Asana as well so you can check tasks on the go.
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There's a reason Google is one of the top grossing companies in the
world. Google's search engine capabilities and apps make all of our
lives easier and Google Drive is by far one of my favorite tools of this
year, and maybe of all time.
Being able to store any file- photos, videos, designs, documents,
spreadsheets- in one place and access them from anywhere, with multiple
devices, is invaluable. This guarantees that you can access a file at
any time, not just when you're in front of a computer at your office.
From a team perspective, the real-time updates on Google docs and
spreadsheets allows our team to connect from anywhere. Using Google
Drive contributes to our team's success in working remotely. While on a
conference call, we can all access the same document and all be editing
live so we can view the same information. Drive also allows for sharing
outside of your organization so that clients and partners can access
files you need them to as well.
Plus, there's a benefit to knowing your work is auto-saved so that even
on an accidental window closure you don't risk losing all of the work
you put in.
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Canva is an amazing tool that allows you to create beautiful image
designs in a few quick steps. With hundreds of pre-designed templates
and beautiful stock images, Canva makes it easy for non-graphic
designers to create images that are great for sharing on social media or
use during presentations.
While some of the images and templates require an extra $1 fee for use,
there are plenty of excellent free options available as well. The
program also gives you the option of uploading your own photos that can
be inserted into various templates and edited directly within Canva.
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This handy tool is a way to battle the multi-tasker within all of us.
Freedom blocks distracting websites and apps (including email) while
working on a project in order to increase productivity and focus. It can
be used on all of your devices so that you're unable to be distracted
by any of them. You're also able to schedule Freedom sessions in advance
or start one on-the-fly whenever you need it.
Fair warning, they really fulfill their promise so if you enter "lock
mode" and start a session, it's almost impossible to get back to your
email and apps until your Freedom time is up.
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This may be one of the most important tools we use at Main Street ROI.
Infusionsoft was created for small businesses and facilitates email,
sales and marketing solutions, CRM, e-commerce capabilities, and even
referral partner tracking.
The email functionality in Infusionsoft is one of the main reasons we
love it. It allows sending and scheduling of mass emails, such as weekly
email newsletters. You can also use it to send and schedule
autoresponders, such as a targeted sequence of follow-up emails. Plus,
you can use tags to create very specific segments from your overall
list. One downside to Infusionsoft is the price. Packages start at $199,
which can be expensive for small businesses. However, the cost can
easily be offset by the increase in sales from your email campaigns and
the time saved using the automation features.
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