Best of all, with Keeping’s detailed reporting and tracking feature, you can see how your team is performing across the board. Teams also love that they can share canned responses in Gmail.Įfficiently manage customer support requests, assign fellow team members to individual requests, share customer notes, confirm the status of requests, and more all from your inbox. Keeping is different from other help desks in that it’s invisible to customers, meaning all your support replies come from your support email address. Because of Keeping’s Gmail integration, there’s no additional software to log into and monitor. Keeping is a customer support tool built for teams who prioritize customer requests but also have plenty of other work on their plates. Trello makes it really easy for small businesses to manage projects. Add team members and assign tasks to each board as well as due dates, labels, documents, and checklists to your cards, so everyone is up to speed. You could create a board and name it “Customer Service Hiring,” then create lists like “to-do,” “in progress,” and “complete,” to help you keep track of tasks. Plus, they have a free plan!įor example, let’s say you want to use Trello to simplify your customer service hiring process. If you’re just getting started with project management, Trello is our go-to. Cards can be rearranged as your team progresses through projects. At a glance, teams create different boards for projects, then add lists (categories of tasks) and cards (individual tasks) to those boards. Trello is the ultimate project management software. We think it’s a better alternative to Microsoft’s Office365 solution (which gets really expensive!). Who should use this tool: Teams that are constantly collaborating on projects and who need a dependable suite of tools. Google Drive is particularly helpful when needing to save and share files across a team. A few popular tools include Google Docs (word processor) Google Sheets (spreadsheets), Google Calendar, and Google Drive (file-sharing). Best of all, multiple people can work in the same document at the same time, and changes are automatically saved. Google Workspace includes all the organizational tools businesses need to stay up-to-date on projects and keep track of proposals, documents, files, conversations, and more. We think this is one of the best organizational tools because it does so much. With 20 tools to browse, Google Workspace makes running your business from anywhere seamless. Google Workspace (previously known as GSuite) offers a full suite of collaboration tools for teams big and small. Our first organizational tool is Google Workspace. Let’s jump right in to our list of our must have organizational tools for small business. We’ve done some research on the best tools for small business owners like yourself to stay organized, improve your processes, and make the most of your time. An average of two hours is spent recovering from interruptions per day.Īre you stressed out yet? Don’t be.An average of $1,800 is spent per employee each year on unnecessary emails.Employees spend about 31 hours in unproductive meetings per month (that’s almost a full work week!).
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