You’re working from home. We know.
Let’s get past the basic tools and talk about advanced tips to turbo-boost your team’s workflows.
1. Add bots to your collaboration channels
Let’s start with something not so advanced but still very useful. Adding bots to your Slack or Teams channels can make your remote life much, much easier. You work from the collaboration tool; thus, it makes sense for your tools to be accessible from it. Simply go into the “apps” section and connect with your other tools.
We’ve connected a bot from our website to one of Bliinx’s slack channels. This way, we can respond to people on our website from Slack!
Another example, while we’re at it:
We use Bliinx’s product to share contacts and a summary of our relationships with companies to colleagues. It completely removes the need to forward a bunch of emails and screenshot past messages.
2. Work on online documents/clouds
Another pretty easy one but underrated. Work on OneDrive, Google Drive, Dropbox or Box files! Trust me, it will save so much double work and avoid team members working on 2 different versions of the same document. It also makes it easy to find the latest document worked on, so you don’t send a client an old version.
In the Bliinx extension, search for a contact or company, then filter your relationship by files to view all files exchanged with relevant contacts in chronological order. This saves us hours of research.
You can also assign online documents to project management tools like JIRA, Asana or Monday!
3. Integrate your tools with each other
Using integration tools like Zapier, Tray.io, PieSync, Segment, Bliinx greatly facilitates the data analytics process and saves a lot of manual work. Those tools allow you to connect processes together and sync data across all of your solutions.
Marketing: We use Segment to connect our website traffic to sources like AdWords, google search, Facebook and data analytics tools like Amplitude or Mixpanel. It allows us to better understand the website’s traffic and what people actually do and click on.
Leads: We connect our website leads from Intercom and our website form to our CRM by using PieSync. This way you can trigger emails automatically and save leads in real-time.
Sales and customer success: We use Bliinx to sync client touchpoints across Outlook, MS Teams and our CRM. This way, we don’t have to search through multiple tools to understand the client relationship and save hours entering data manually.
4. Set automation sequence for client-facing tasks
This one comes as a follow-up to tip #3. The next phase is to prepare automation sequences for your manual tasks. This way, if something happens in one of your tools, something else can be triggered in another tool.
We’ve found it really useful for client-facing tasks like sending engagement emails to leads or assigning tasks to colleagues automatically.
Most integration tools mentioned above have automation sequence capabilities. You can also use CRMs and automation tools like Unito for tasks and Power Automate for Microsoft 365.
Trigger an automated email sequence when people leave their info on your website. Assigns tasks across tools to the right people with Unito. Trigger notifications to account managers if a deal changes in your CRM.
5. Email encryption and advanced junk filters
The ways in which people can reach and engage with others are obviously getting more digital. This means paradise for hackers and data fraud. So, my 5th tip would be to set up advanced filtering capabilities on your communication channels and make sure that your emails are encrypted, to avoid someone stealing your identity or your personal data.
An investor of ours once called me to confirm our bank details sent via email to avoid social hacking for money transfers.
There are many tools that exist, Mimecast and Proofpoint to name popular ones.
6. Build easy-to-understand data dashboards
My personal favourite. Ironically, I’m very bad at it and often need help.
Once your data is connected and flowing through your tools, whatever the nature of your business, it’s crucial to understand how people interact with your product or service.
Whether it’s people going to your website to buy stuff, users engaging with your app, or anything else, having analytics tools like Mixpanel, Amplitude, and others set up properly with an easy-to-use dashboard gives you a next-level understanding of what works and what doesn’t.
It’s worth noting that to set up easy-to-use dashboards, it’s recommended to request help from a developer or IT person. Once everything is connected, you can simply look at your dashboards and make take decisions for your business!
Feel free to drop a comment on our LinkedIn post if you have other suggestions.