Every business is aware of the need to ‘go digital’, something that has been brought into sharp focus over the course of recent weeks and months.
But when it comes to choosing the right software, it can be difficult to cut through the noise. That’s why Week 5 of Keep Business Going focused on the Remote Software Stack: the apps (or the types of apps) your business could benefit from as you manage more of your processes digitally.
Here, we’ve compiled a few of the highlights from this week’s content package – but first, we caught up with Becki Freeman, Receipt Bank’s resident bookkeeping expert for small businesses, to get some top-line tips and tricks:
“Keep everything in one place. When working remotely, an ‘out of sight, out of mind’ mentality can easily creep into play. For me, it’s a question of condensing – I find software that houses all of your apps (such as SHIFT, for example) work really well in helping me do that. In short, it means you can keep all of your most used software tools under one roof. Simple and straightforward.
“Clear inbox, clear mind. It sounds straightforward, but you can’t focus on apps and tools to help you manage your workload if you have an inbox that is spiralling out of control. Setting up filters or folders really helps many of my small business clients keep a clear head. Look for tools that can integrate with your inbox, too – for instance, I always encourage clients to forward any digital invoices directly to Receipt Bank to streamline their finance process.
“Taking your to-do list online. Remove the clutter from your laptop and your workspace. Regardless of how much you try to justify it, post-it notes simply can’t be prioritised as easily as a fluid online to-do list. It helps my clients monitor all their tasks as they come in, tick them off as they go, and keep a log of everything they’ve done (as long as one of those tasks is getting their invoices over to me, of course!).
“Treat this as an opportunity. Moving to remote work has unquestionably been a challenge for many businesses, and that’s no different with the small businesses I work with. However, this unique set of circumstances do present an opportunity to continue succeeding, too. I think we’re all now experts in video calls, but there are tools to help with everything from scheduling calendar appointments to tracking sales pipelines and keeping on top of your finances. Find those that work for you, and build from there.”
This unique set of circumstances do present an opportunity to continue succeeding, too.there are tools to help with everything from scheduling calendar appointments to tracking sales pipelines and keeping on top of your finances. Find those that work for you, and build from there
The best of the rest
Highlights from Keep Business Going: Week 5.
How to build your remote tech stack
When you’re running a business, it can often feel like you’re spinning plates – managing bills and expenses, payroll, financial reporting and more. Here, we’ve distilled some tips and tricks into an infographic ready to digest and share with team members or clients.
5 apps to keep customers close
When you’re moving to a more digital-led way of working, it can be easy to get swept up in an ‘app overload’ – and end up losing valuable time because of it. Here, Receipt Bank partner Nadine Chetty goes through her top five and, while it is from the perspective of an accountant, it still shares some valuable insights about managing the relationships with your customers.
These are the apps that have made her feel closer to them than ever.