Insightly is an affordable, web-based CRM system for small business that offers integrations with many leading apps, including Google Apps, Office 365, MailChimp, QuickbooksOnline, Xero, DropBox, and more.
Productivity is a trending topic and for good reason.
Ever-increasing distractions threaten to suck up the valuable, limited time with having to maximize our opportunities. Add to that antiquated processes and tools, and the challenge of simply staying on task becomes a challenge—not to mention meeting and surpassing your goals.
The old saying “time is money” is more than just that; it is a reality. Those that are truly productive not only cut out unnecessary distractions, but more importantly, they find and use tools that help them maximize their output.
Thankfully, a variety of tools exist to help you do just that.
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CRM & Project Management Tools
As noted in this infographic on workplace productivity from Insightly, 87 percent of high-performing companies use project management software.
Project management tools allow for streamlined collaboration amongst team members and increased communication. When offered within a CRM, like Insightly, businesses can keep track of customer projects alongside their information.
Insightly Projects allow you to build your projects according to pipelines, which help you to define your process, or milestones, which allow you to create the benchmarks and associated steps to the target completion date.
CRM & Project Management tools that are accessible from mobile, like Insightly, are especially useful. Sixty-five percent of sales reps who work at companies that have adopted a mobile CRM have achieved their sales quotas as opposed to just 22 percent of reps from non-mobile CRM enabled companies.
The seamless use of tools between mobile, desktop and device, is thanks to the continued innovation of cloud technology. Cloud-based applications are a huge help when it comes to productivity. Sixty-nine percent of global enterprises surveyed said moving to the cloud increased productivity, 65 percent cited better access to data and 41 percent said it increased revenue per salesperson.
Which brings us to…
The cloud has created the opportunity to work from wherever in the world you might be. Say goodbye to logging into clunky servers, emailing documents back and forth and losing your precious work and data, care of a crash.
Productivity aside, 82 percent of companies reportedly saved money by moving to the cloud. Saving time and money—double win!
One of the most common cloud systems is the Google Drive, which houses capabilities that rival Microsoft Office including word processing via Docs, spreadsheets via Sheets, decks via Slides, email through Gmail and more—for free. The business version does have an associated cost, which is $5-10 per user per month depending on the version you choose.
Similarly, there are a ton of tools that utilize cloud technology in order to organize your work.
Dropbox, a cloud-based file hosting service, allows you to access documents, images and more from anywhere that has Internet. Evernote similarly allows you to store notes and images, but has a beautiful UI that allows users to group notes by project. Dropbox offers a 30-day free trial and a limited amount of storage space free, but 1000 gigabytes of storage per month is only $9.99.
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Many will argue that email is dead, and it probably should be for good reason. A recent article in Inc revealed that the average employee spends a whopping 30 hours a week checking their email. If your employees work 40 hours per week, this leaves them 10 hours of real work time. We don’t have to do the math on their salaries—you get the picture that it’s costing you big time.
Thankfully, some incredible communication and collaboration tools have emerged that allow your team to get out of their inbox and into their work.
Slack is messaging applications that allow users to not only communicate with team members, but also share and find documents with ease, create group chats with key stakeholders, and access the tool seamlessly across devices.
Yammer is another great alternative to email. This Microsoft-owned enterprise social network allows your team to have their own private venue to share, discuss and collaborate without getting lost under a pile of email.
Another tool that has been helping companies cut down on email and better manage their projects is Asana, a cloud-based web and mobile app that was “designed to help teams track their work.” It’s a platform that allows your team to seamlessly communicate on projects and tasks without the headache and disorganization of email.
Technology has provided us with extreme distractions in the workplace—threatening our valuable time and bottom lines. But that very same problem is also offering plenty of solutions that help to change the way we work in order to increase productivity, collaboration and communication, and at the end of the day, bring more money and business through your door.