{"id":5419,"date":"2017-09-19T17:17:23","date_gmt":"2017-09-19T17:17:23","guid":{"rendered":"https:\/\/cheesecakelabs.com\/blog\/?p=5419\/"},"modified":"2022-07-01T17:31:22","modified_gmt":"2022-07-01T17:31:22","slug":"12-online-services-boost-business-efficiency","status":"publish","type":"post","link":"https:\/\/cheesecakelabs.com\/blog\/12-online-services-boost-business-efficiency\/","title":{"rendered":"12 online services to boost your business efficiency"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">As companies grow, it\u2019s common to see directors facing the challenge of maintaining business efficiency due to processes that can get more complex. First-time managers often have to cope with areas such as people management, finances, marketing, operations, etc and the easiest way to deal with that amount of info is using classical spreadsheets.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">They certainly have their value and can even be a great solution depending on the application. However, online services can definitely bring a higher degree of automation, uniformity, speed and ease to the various operational processes in a business. Once one is able to do so, much space is open to other key activities.&nbsp;Here is a list of 11 online services and tools to enhance directors&#8217;, managers&#8217; and assistants&#8217; routines.<\/span><\/p>\n<p><!--more--><\/p>\n<h2><strong>File Storage<\/strong><\/h2>\n<h3><strong>Google Drive<\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">Gathering a company\u2019s information requires space to store and cloud computing has brought more than just bigger spaces to do it. Apart from offering different options of storage sizes, <\/span><a href=\"https:\/\/www.google.com\/drive\/\"><span style=\"font-weight: 400;\">Google Drive<\/span><\/a><span style=\"font-weight: 400;\"> allows users to customize sharing options, edit files simultaneously and sync folders with the computer\u2019s file explorer, amplifying its possibility to edit files using installed software even offline.<\/span><\/p>\n<h2><strong>Spreadsheets<\/strong><\/h2>\n<h3><strong>Google Sheets<\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">Businesses generate a huge amount of data. Even though we\u2019re talking about ready-to-use services and tools, spreadsheets can offer a great solution to organize, classify and process your administrative numbers. With the right tuning, your information may give important insights, speed processes and help spread knowledge. However, fully using traditional tables isn\u2019t an easy job. <\/span><a href=\"https:\/\/www.google.com\/sheets\/about\/\"><span style=\"font-weight: 400;\">Google Sheets<\/span><\/a><span style=\"font-weight: 400;\"> are simpler, with a compact panel of tools that makes editing a lot easier. Just like traditional spreadsheets editors, it provides tools like functions, graphs and add-ons to make your sheets even more functional and stylish. Sharing has also been made easier so collaborators can access or edit them simultaneously.<\/span><\/p>\n<h2><strong>Survey forms<\/strong><\/h2>\n<h3><strong>Google Forms<\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">Occasionally managers need to have people input individual data or collect a big amount of information like your employees\u2019 personal records or ask their opinion about an important issue. <\/span><a href=\"https:\/\/www.google.com\/forms\/about\/\"><span style=\"font-weight: 400;\">Google Forms<\/span><\/a><span style=\"font-weight: 400;\"> provide smart solutions to make simple but creative surveys.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The form editor allows creators to divide forms in sections and set rules to skip sections according to responses. Besides, there are different types of answers apart from textual ones such as multiple choice, checkboxes, dropdown list, linear scale and date\/time input as well as &nbsp;file upload questions. Form creators can also set validations to standardize responses in specific formats, add images and videos to support sections and customize color themes. It\u2019s even possible to use form as quizzes assigning point values to questions and allow post or auto-grading.<\/span><\/p>\n<h3><strong>Typeform<\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">Want to bring something new, creative and quick to your surveys? <\/span><a href=\"https:\/\/www.typeform.com\/surveys\/\"><span style=\"font-weight: 400;\">Typeform<\/span><\/a><span style=\"font-weight: 400;\"> is just like that. In their <\/span><a href=\"https:\/\/www.typeform.com\/examples\/\"><span style=\"font-weight: 400;\">examples page<\/span><\/a><span style=\"font-weight: 400;\"> they claim to be useful to 24 form ideas which are categorized as information, insights, registration, payment, knowledge and more. Typeform provides a highly customizable platform that allows users to create stunning &nbsp;contact forms, branding questionnaires, post-event satisfaction surveys, sign-up sheets, delivery order forms, quizzes, political polls, etc.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The form editing platform is divided in 5 sections: build (the question-creation section with a variety of question types and rules to make your form even smarter), design (set colors, fonts and background images), configure (general settings, integrations, response notifications, progress bar, customize messages and helpers, etc), share (different ways to connect your forms to respondents like direct link, website embed, email body and even in chat apps) &nbsp;and analyze (the area to check results and get reports from your forms). <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Its special charm is the automatic insertion of keyboard shortcuts to any possible answer which makes unnecessary to move your hands away from the keyboard to the trackpad or &nbsp;mouse. Also quick transitions between questions offer a practical, efficient experience that simply won\u2019t make respondents quit your forms.<\/span><\/p>\n<p><img decoding=\"async\" class=\" wp-image-5433 aligncenter\" src=\"https:\/\/ckl-website-static.s3.amazonaws.com\/wp-content\/uploads\/2017\/09\/shall-we-play-a-game.gif\" alt=\"\" width=\"387\" height=\"465\"><\/p>\n<h2><strong>Time tracking and Invoicing<\/strong><\/h2>\n<h3><strong>Guru Resource<\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">Managing project teams and tracking hours can become a huge mess if you don\u2019t organize yourself. The task of gathering worked hours might get you lost if you rely on email reports, annotations, online messages or even your own memory. Spreadsheets may help you with that but it can get repetitive and time consuming. Even though <\/span><a href=\"https:\/\/resourceguruapp.com\/\"><span style=\"font-weight: 400;\">Resource Guru<\/span><\/a><span style=\"font-weight: 400;\"> is an application developed to manage business resources like equipment, rooms, projects and clients, its flagship is the people management and hour tracking.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With Resource Guru project managers can get support from teams by inputting worked time individually on the platform only leaving the double-checking activity to the manager and even that task can be easily handled with the filter feature. The application has a single page for projects, another for customers whose projects can be assigned to them and another for resources that can be people, rooms, conference call lines, etc. The time management itself happens on the Schedule page and it\u2019s there where people assign their worked time to one or differents projects, set them as billable or not, assign time-off and so on. Finally, on the Reports page managers or financial directors can gather results from different periods and filters according to their demands.<\/span><\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-5428 size-full\" src=\"https:\/\/ckl-website-static.s3.amazonaws.com\/wp-content\/uploads\/2017\/09\/client-report-db948f353abfea5e682548bda1082470.jpg\" alt=\"\" width=\"470\" height=\"324\"><\/p>\n<h3><strong>Hiveage<\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">The task of charging customers goes way further than just invoicing. If you\u2019re a financial director or assistant and usually get lost in spreadsheet files, <\/span><a href=\"https:\/\/www.hiveage.com\/\"><span style=\"font-weight: 400;\">Hiveage<\/span><\/a><span style=\"font-weight: 400;\"> is the service for you. It helps you automate the process of creating, reproducing, sending and tracking invoices in a professional, elegant form. Also you can manage your customer records, integrate with payment methods, access financial reports, provide estimates before charging, set recurring invoices and subscription billing, manage teams and follow time tracking.<\/span><\/p>\n<h3><strong>Freshbooks<\/strong><\/h3>\n<p><a href=\"https:\/\/www.freshbooks.com\/\"><span style=\"font-weight: 400;\">Freshbooks<\/span><\/a><span style=\"font-weight: 400;\"> is a complete cloud accounting software that provides invoicing tool, business expense and people time tracking, project management, estimates, payment integration, reports and more. With the project management tool employees, contractors and clients can be added up to a team to discuss and decide on a project. Within the invoicing section, Freshbook allows creation of professional looking invoices in seconds. With the mobile app, your business efficiency is in the palm of your hand since you can keep track of your work and stay connected to your customers anywhere.<\/span><\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-5431 size-full\" src=\"https:\/\/ckl-website-static.s3.amazonaws.com\/wp-content\/uploads\/2017\/09\/invoice-customization.png\" alt=\"\" width=\"1119\" height=\"452\" srcset=\"https:\/\/ckl-website-static.s3.amazonaws.com\/wp-content\/uploads\/2017\/09\/invoice-customization.png 1119w, https:\/\/ckl-website-static.s3.amazonaws.com\/wp-content\/uploads\/2017\/09\/invoice-customization-768x310.png 768w, https:\/\/ckl-website-static.s3.amazonaws.com\/wp-content\/uploads\/2017\/09\/invoice-customization-380x152.png 380w\" sizes=\"(max-width: 1119px) 100vw, 1119px\" \/><\/p>\n<h2><strong>Productivity<\/strong><\/h2>\n<h3><strong>Google Keep<\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">To-do lists and post-it reminders are always useful but they could do a lot more if integrated in one place at your hand\u2019s reach, even when you\u2019re away from the office. Small and instant notes are necessary but need to be easily accessible. Need to make a purchase list in front of your laptop but need to add items when you\u2019re away from it? Need to get someone\u2019s visit card but don\u2019t want it to get lost in your smartphone\u2019s gallery? Don\u2019t even have time to type something? <\/span><a href=\"https:\/\/www.google.com\/keep\/\"><span style=\"font-weight: 400;\">Google Keep<\/span><\/a><span style=\"font-weight: 400;\"> is just the app for you.<\/span><\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-5432\" src=\"https:\/\/ckl-website-static.s3.amazonaws.com\/wp-content\/uploads\/2017\/09\/keep.gif\" alt=\"\" width=\"321\" height=\"571\"><\/p>\n<p><span style=\"font-weight: 400;\">Google Keep creates notes with simple text, links, lists with checkboxes, pictures and audios &nbsp;that can be transcripted. You can also add reminders based on time or location (the reminder is triggered when users reach the predetermined place) and change note colors. Notes can be shared with other collaborators in order to get people\u2019s support and follow-up. The multi-platform app allows users to always reach their notes and never let anything behind. Android users can even add a widget to their homescreen so they don&#8217;t miss a thing.<\/span><\/p>\n<p><img decoding=\"async\" class=\" wp-image-5429 aligncenter\" src=\"https:\/\/ckl-website-static.s3.amazonaws.com\/wp-content\/uploads\/2017\/09\/google-keep-android-widget-100533529-medium.idge_.png\" alt=\"\" width=\"321\" height=\"571\"><\/p>\n<h3><strong>Trello<\/strong><\/h3>\n<p><a href=\"https:\/\/trello.com\/\"><span style=\"font-weight: 400;\">Trello<\/span><\/a><span style=\"font-weight: 400;\"> is an easy, simple way to organize notes that are actually called cards. The area where cards are organized are the boards: they can be created according to topics, projects, teams, etc. Within each board, lists can be created to reflect cards stage, situation and so on. Each card can be given different information such as title, description, due date, checkbox lists, labels, attachments and more.<\/span><\/p>\n<p><img decoding=\"async\" class=\"size-full wp-image-5434 aligncenter\" src=\"https:\/\/ckl-website-static.s3.amazonaws.com\/wp-content\/uploads\/2017\/09\/trello.gif\" alt=\"\" width=\"875\" height=\"362\"><\/p>\n<p><span style=\"font-weight: 400;\">For example, a financial department can create a board for purchases where each list is a stage such as finished order, payment accepted, shipped and delivery done. As time goes by, the card containing the purchase details is moved according to the status.<\/span><\/p>\n<h2><strong>Recruitment and Selection<\/strong><\/h2>\n<h3><strong>Recruiterbox<\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">Selection are processes that involve managing a whole lot of information like candidates&#8217; applications, resumes, stages, etc and sometimes more than one person participates. Using traditional spreadsheets to organize it and regular emails to communicate with applicants and other participants may become a nightmare to any recruitment responsible. <\/span><a href=\"https:\/\/recruiterbox.com\/\"><span style=\"font-weight: 400;\">Recruiterbox<\/span><\/a><span style=\"font-weight: 400;\"> is an intuitive service that provides an entire set tools to fully manage a selection process.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">On its dashboard, it&#8217;s possible to access your openings and create new ones. Since the tool allows different levels of permission to each user, maybe only opening assigned to you will be visible. Within the openings you can see the application details, manage candidates, set a hiring workflow, assign users, etc. On the candidates page, it&#8217;s possible to access and move candidates within stages &#8211; such as resume review, schedule interview, interview analysis, etc &#8211; which can also be customized according to your needs. The platform also allows &nbsp;creation of email templates that can be shared with other users and sent in bulk to several applicants. It also provides a reports page to get important insights from your hiring experience like candidate source, interviewers performance, stage movement speed, time to hire and more.<\/span><\/p>\n<h2><strong>Communication<\/strong><\/h2>\n<h3><strong>Slack<\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">Instant messaging is something that has never made part of our lives like it has done in the last few years. And we can\u2019t say that it only happens in our personal lives. It is indeed spreading in corporate environments. Even though we\u2019re always connected to our smartphone messaging app, we need to have one to use specifically in our business. <\/span><a href=\"https:\/\/slack.com\/\"><span style=\"font-weight: 400;\">Slack<\/span><\/a><span style=\"font-weight: 400;\"> is exactly what companies need to make communication more efficient by dividing itself into teams which would be all the people in your company or branch.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Of course a software like that wouldn\u2019t only allow conversations among all the company members, but within the team different channels can be created with various purposes. With one account you can concentrate all the teams you\u2019re included in. One thing that makes Slack interesting is the access to integrations: outer apps and software that can be attached to your team and triggered by slash commands or bots to expand your productivity even more &nbsp;while using it.<\/span><\/p>\n<h3><strong>Google Hangouts<\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">Telephone calls haven\u2019t been the most efficient way to keep teams well synced up after the recent technology boom. Face-to-face meetings have the power to eliminate possible communication gaps and they are essential specially in remote providing service businesses. <\/span><a href=\"https:\/\/hangouts.google.com\/\"><span style=\"font-weight: 400;\">Google Hangouts<\/span><\/a><span style=\"font-weight: 400;\"> is one of the best, most effective way to have instant messaging and make audio and video calls with people around the globe.<\/span><\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-5430\" src=\"https:\/\/ckl-website-static.s3.amazonaws.com\/wp-content\/uploads\/2017\/09\/Hangouts-Site.gif\" alt=\"hangouts screen sidebar\" width=\"722\" height=\"429\"><\/p>\n<p><span style=\"font-weight: 400;\">During one call more than one contact can be added and the software highlights automatically the person who is speaking. During video calls participants can mute microphones, turn camera off and even share their screens in order to show other apps or presentations.<\/span><\/p>\n<hr>\n<p><span style=\"font-weight: 400;\">Whether you own a small business or work in a big company, most of these tools can be implemented on your routine in order to save time and avoid errors. Some of them can be used in a personal level to help organize your own routine like Google Keep or Trello. However, the multi-user or sharing options present in all of them allow teams to access and participate on the entire process. As stated before, replacing traditional strategies for smart solutions can be a great approach in order to resolve repetitive, manual work and bring more automated processes. <\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>As companies grow, it\u2019s common to see directors facing the challenge of maintaining business efficiency due to processes that can get more complex. First-time managers often have to cope with areas such as people management, finances, marketing, operations, etc and the easiest way to deal with that amount of info is using classical spreadsheets. They [&hellip;]<\/p>\n","protected":false},"author":65,"featured_media":5418,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5,7],"tags":[],"class_list":["post-5419","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business","category-opinion"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>12 online services to boost your business efficiency<\/title>\n<meta name=\"description\" content=\"As companies grow, it\u2019s common to see directors facing the challenge of maintaining business efficiency due to processes that can get more complex.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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