Marketing

5 min read

Four Tools to Streamline Your Business

May 31, 2021

Strategic insights from our CEO

Sign me up for weekly or monthly communication

Contact Details

By subscribing you agree to with our Privacy Policy

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Share

It is said that technology advances exponentially, meaning that it’s only going to evolve faster from this point forward. In the modern day, falling behind on the latest programs and software can cost you — a business needs to keep up with these changes to stay ahead of the crowd and on track for success.

Using efficient SaaS (software as a service) technology streamlines your business by automating repetitive processes, integrating important data, and allowing your team members to focus on work that really matters.

The four tools below will help to improve several aspects of your business processes including security and organization, web design, content creation, team communication, marketing, and customer relations. Read on to learn how to utilize these tools and why they will save you time and effort.

ElePass

Keeping data secure is incredibly important no matter the business, but is especially relevant if you deal with private client credentials and other login information. ElePass specializes in password management and security and keeps client credentials safe. 

This software helps with secure organization, keeping sensitive client data in one location. ElePass also allows employees and contractors to easily access the data they need, but with customizable permissions, you are always in control of who has access to certain data sets. Not only can you manage permissions, but you can use an activity log to track what information has been viewed, and by whom.

Storing client and team member information in a program that isn’t made specifically for that purpose can be messy, time consuming, and unsafe. ElePass takes the hassle out of password and access management and allows for peace of mind.

Adobe XD

Web design is more important than ever when it comes to providing an experience for customers. Collaboration is essential in the web design process, as several different teams usually share their input to create a finished product.

Adobe XD is used to prototype designs for user experience and interaction. This is a vector-based software, meaning that you use mathematical and geometric commands as opposed to drawing tools, so it’s perfect for crafting media such as graphics, logos, and interface features. In addition to the abundance of design tools that Adobe XD offers, it also has great options for communication and collaboration among team members, helping with the design process and streamlining workflow. For example, you can avoid the nuisance of sending files back and forth by editing a project with multiple teammates in real time.

Using this design platform makes it easier for people to share their work and stay on the same page, saving both time and effort.

ActiveCampaign

Keeping in touch with clients and customers and maintaining good relationships with them is crucial to the success of a business. Unfortunately, tedious and habitual work such as emails, sales follow-ups, and repetitive marketing tasks take away from your team’s ability to work on projects that could push your business forward.

ActiveCampaign is a SaaS company that provides software to help with email marketing, sales, customer service and support, and customer relationships in general. ActiveCampaign is all about ensuring good customer experiences and maintaining connections. Things like sales and marketing emails and customer relations are in no way trivial, but they can take up a lot of time that could be used on other projects. 

By automating these aspects of business, you’re providing your customers with the attention and communication that they deserve and streamlining your workflow all at once.

Canva

Brand image and customer perception are vital throughout every stage of business. A poorly designed logo or webpage can drive potential customers away as opposed to attracting them.

Canva is a graphic design platform that helps with all kinds of content creation including digital content, web design, and more. A Canva Pro subscription gives you access to free stock photos and allows you to save custom fonts, colors, images, and designs to your own personal “Brand Kit”, making it easy to build a theme around your brand and create consistently high-quality graphics. There are also customizable templates that will help you produce the perfect finished product for social media images, webpages, logos, flyers, and so much more.

There is a free version of Canva, so you could benefit from this tool at no cost, but for a very affordable rate, Canva Pro allows you to use all of its features. A subscription saves you money on purchasing stock images, can lower your graphic design budget, and in many cases, circumvents the need to know how to code or use more complex design software.

The Bottom Line...

Looking to the future is necessary if you want to build a thriving business. Whether you’re just starting a business or you feel that it’s time to make some changes to your operations and processes, keeping up with the newest technology and taking advantage of all of the specialized SaaS products out there will help you stay ahead. Check out the four tools outlined above to streamline your business and give yourself the best shot at success!

Related Blogs

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostru.

How to Plan Your Social Media Posts

There’s no ignoring the relevancy of social media in business. Apps like Instagram, Facebook, TikTok, and Twitter are some of the most convenient platforms people and businesses can use to interact with other people, influencers, and brands. This is why social media is now such an important part of so many companies’ digital marketing strategies. Social media can still be a daunting place. How do you organize your content? How can you create a sense of structure and strategy with your posts? How do you make sure the photos, graphics, and captions all make sense together? Fear not! We’ll discuss the answers to all these questions and more in this article.

Social Media

How to Write a SMART Goal + Resource Download

Setting and achieving goals is critical for the success of every organization. Though most companies are more than capable of setting goals, whether or not those goals are realistic and reachable is a different story. Disorganized and impractical goals can lead to several negative situations, including employee demotivation and stakeholder disappointment. This is why as a productive professional or a manager of any kind of process, you first need to know how to write SMART goals — goals that are specific, measurable, assignable, realistic, and time-related. In this article, we will be taking a deeper dive into what SMART goals are and the best method for creating them. We even provide a free SMART goal template for you at the end!

Strategic Planning

How to Create Welcome Emails for New Subscribers

Setting up welcome emails is one of the best strategies you can use to communicate with your subscribers and show that you value them. When people subscribe to you, you have a small window of time to make an impression and show them that their decision is wise. This can be difficult to do if you’re unsure of the essentials for welcome emails. While you want to put a unique spin on the emails you send to subscribers, you also want to cover all of the bases that create an effective welcome email. We have previously covered the ins and outs of email marketing campaigns and email automation. Now, you can learn about creating welcome emails that make a real difference in the way your customers view you! This article will describe the best way to create welcome emails for new subscribers to ensure that your email campaigns have the intended effect.

Email Marketing

Reimagine Your Digital Impact

Transform your website, pitch decks, sales collateral and more, all with transparent, upfront, pricing.