With endless folders, emails and projects to keep track of it can become hard to organise and prioritise your conversations and files, let alone your calendar.
These are some of the tools we use internally here at Kurtosys for communication and project management in our development, HR and sales & marketing teams.
They help us keep on top of our desktop clutter.
Calls and chats with clients, partners and colleagues made simple. When you have offices across different continents internal comms can get complicated, but it doesn’t have to be.
Everybody’s default for across office chat. No longer our office’s go to for group meetings but still great for one to one calls (who can forget the infamous dial tone).
Popular with the development team for group chat. You can create different channels for different projects/ teams and even make them private. Sharing files is easy, you just drag and drop them into any channel from your desktop, you can find files by searching keywords. The different channels makes team managing and participating much simpler. It’s also good to have a social channel for planning after work events, everyone loves a good emoji.
Our new go to for high quality video meetings. This video call service has a great screen share feature (which also enables shared audio if you want to play a video clip) and annotation white board. The basic account is free and allows you to host meetings for up to 40 minutes.
Finance & Project Management
Every desktop gets cluttered- here are some tools we use to help combat this and increase efficiency:
We use this Atlassian software as our intranet. You can create, organise and discuss things like meeting notes, blog posts and files all in one private place. It integrates with JIRA software to help track transparency in your shared content.
This HR software aligns accounting, project ROI tracking (man hours spent etc) and integrates with Salesforce.
We use this cloud-based customer support platform to support and manage tickets.
This proprietary issue and tracking product, developed by Atlassian (integrates with Confluence) comes with project management functions. It is great for project tracking.
Trello boards are a great way to share ideas. It functions as virtual post-stick notes or to-do lists. We use panels in our marketing department dedicated to everything from blog post and email ideas to internal comms.
Sales & Marketing
Integration is an integral part of any successful sales and marketing campaign.
With this marketing automation system (integrated with Salesforce) you can: create prospect lists, orchestrate drip email campaigns and create template emails (great for newsletters, internal and external) easily.
This CRM (Customer Relationship Management) tool is the backbone of all our sales & marketing.
This nifty extension is available as a WordPress plugin and generates the social share buttons on our blog. It allows site visitors to instantly share to social sites, including Facebook, Twitter, Tumblr, Pinterest and Google+. It also has an analytics tool for you to keep track of your shares.
This social media automation system is a must, you can manage multiple social media accounts in one place. Schedule your posts days, weeks or even months in advance. Using the Buffer web extension you can automatically save web pages to your sharing schedule.
Schedule client meetings easily and instantly by cutting out the time consuming back and forth. You can create Pardot emails with Calendly links direct to a prospect’s inbox, or better still use the link in sales team email signatures.
This prospecting tool helps you identify anonymous website traffic so that your sales team never miss a lead (it will also export them to your CRM).
You may have seen this instant chat feature pop up on our website.
What tools do you use to declutter your desktop and streamline your sales and marketing? Let us know on Twitter or in the comments below.
Latest posts by Paul Fawcett (see all)
- Kurtosys named leading fintech company for WealthTech 100 2019 - April 17, 2019
- Personalisation a key priority for financial marketing in 2019 [Survey] - November 6, 2018
- 8 Examples of fund manager email subscription pages - June 25, 2018