Setting up online tools to run your business

If you can no longer talk to customers or employees directly, then you’ll need to work out how to keep the wheels turning by managing your business online. This may include the way you organize jobs or projects, allocate tasks or pay and receive cash.

Stay organized

Being organized is crucial and there’s a range of apps available to help you stay on track, including:

  • Google Calendar has a highly usable interface and is able to pull pictures and profiles of people you’re meeting from LinkedIn. Another similar alternative is UpTo Calendar.
  • Zoho can help you manage and view your documents online and create online surveys.

Set up a mobile office

If you’re unable to meet your employees physically then you’ll need to use software to create a mobile office. Some of the key tasks to move this part of your business online include:

  • Staying organized with Evernote Business for note-taking and uploading information to the cloud, while being synced to your staff members’ devices.
  • Managing projects with Trello Business Class or Wrike to break a project into tasks, assign tasks to other staff and store all documents and conversations in one place.
  • Communicate whether by standard phone call, text, or online video calling with Skype for Business or Zoom (there are plenty of options).
  • Track expenses to save time, capture receipts and ensure your finances stay in order. Software like Receipt Bank and Expensify allows you to achieve this.

Managing Customers

If you can no longer meet customers either, then either share a version of your project management software (often you can set them up with a guest login so they only see what’s relevant to them) or use specific software:

  • Keep track of the people and companies you do business with, communication, opportunities in the pipeline and what needs to be done and when with Capsule.
  • Use Zendesk as a customer service platform.
  • Exsalerate is a complete online CRM (web-based) solution allowing you to view reports and CRM information regarding your customers.

Back up your documents

Prevent the potential loss of important documents by employing the services of a secure document storage app.

  • Box for collaborative tools and file privacy control.
  • Google Drive which is quick and easy to set up and get going.
  • Dropbox another popular cloud storage app, predominantly due to its ease of use on both iOS and Android devices.
  • Microsoft OneDrive which also connects your Microsoft files.
  • If you’re with Apple use their iCloud storage service.

Each of these services allows you to keep all your business documents in one place.

Marketing from a distance

Gaining new customers could be a major focus as you start back up in your business and you may want to contact potential customers now. But you can’t go visit them. Try the following:

  • Base allows you to stream your contacts and sales into a mobile workflow.
  • Hubspot, Mailchimp, and Active Campaign are a few examples of marketing automation software to track and nurture leads.
  • Apptivo keeps track of each contact with potential customers and set reminders if necessary. Apptivo synchs with the cloud to provide real-time information.
  • Google analytics measure sales traffic and conversions.

Don’t forget how useful Facebook, Twitter, LinkedIn, and Instagram can be for getting the word out.

Keep tabs on the finances

If you haven’t adopted accounting software then now is a perfect time to do so:

  • Xero, Quickbooks Online, Wave and Sage are some examples that will help you reconcile accounts, send invoices, manage your cash flow, send bills and complete payroll while collaborating with your accountant in the cloud.

There is an (almost) endless list of online tools and apps that will help you run your business online. The trick is deciding which ones. Talk to other business owners and any industry contacts to find out which apps are the most relevant to your business.

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Contact a Business Banking Specialist at 877-997-9957

Disclaimer

For informational purposes only. There is NO WARRANTY, expressed or implied, for the accuracy of this information or its applicability to your financial situation. Please consult your financial and/or tax advisor. Full legal disclaimer