The Technology that Keeps GDCC Running Smoothly

Are you taking advantage of available software to more effectively and efficiently manage your business?  Here is a quick review of software that GDCC uses and that you may want to consider integrating into your business if you are not currently doing so.

Business Tool Suite

G Suite is a product set including Gmail, Google Docs, Google Drive, etc. Along with branded email addresses, it provides tremendous security.  The Calendar lets the entire team see each member’s schedule, the ability to invite people outside the organization and provide a reminder for events.  Google Docs allows you to create and edit web-based documents, spreadsheets, and presentations, store them online and access them from any computer by logging into your Google account.  Google Drive offers a central storage point for your team making it easier to communicate beyond just email.  If a team member is out on vacation other members are able to access information on projects such as spreadsheets, presentation files, documents, etc. shared on Google Drive.

File Sharing

With Dropbox you can move files, images, videos, documents, etc. off your computer to storage in the cloud, saving space and allowing those items to be shared outside of your organization (with clients, vendors, etc.) without a Gmail account.

Team Communication

Slack is a communications system for teams where you can create multiple channels for different topics, specific projects, specific groups of people (including clients), etc. including the ability for private direct messaging.  It can reduce internal emails and help clean up the confusing way Google sorts emails. Channels can be locked for privacy or unlocked.

Project Management

Asana is a project and task management software and helps keep teams organized and focused on goals, projects and tasks with the ability to assign a beginning and end date.

CRM

Keap (formerly known as Infusionsoft) is a CRM (customer relations management) software with e-commerce functionality.  You can manage contacts and email directly from there, have an automated campaign builder and a lead generation program.  It allows you to see who opens your email, who has responded to invitations you have sent out, when emails bounce, and you can store information about birthdays, favorite flowers, foods, etc. that you have collected.

Video Conferencing

Zoom or GoToMeeting allows you to connect face to face with clients, team members, and others when you are not in the same location, including the ability to share your screen.

Time Tracking

Harvest is a valuable time tracking tool and billing software that integrates with Asana and other programs.

Social Media

Buffer is a place to manage all of your social medial – helping you to plan, collaborate, publish and schedule posts.

Password Management

1Password, Last Pass and Dashlane are password managers to help keep your information private, secure and protected.

Fun with Clients!

The last tool, Punchbowl, allows you to stay in touch with clients and others with digital cards for every occasion and send invitations with the ability to track RSVP’s for those events.

 

Take time to research any of these you may not be using and then identify which might take your business to the next level of organization, efficiency and professionalism.

 

Drue Lawlor

Director of Business Transformation Coaching Drue leads our coaching and consulting. As a NCIDQ certified designer she and Gail co-developed the 12-month Strategic Business Transformation Group Coaching. The program leads the way in teaching designers how to build or redesign their businesses for profit and success. Outside of Gail Doby Coaching and Consulting she is the co-founder of Boomers with a Plan B. She is driven to help clients create a safer and healthier homes. You’ll find her in Senior Magazine and a contributor to the following books: Design for Aging: Post Occupancy Evaluations and Interior Graphic Standards, second edition.
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