For many business owners, staying on top of the workload is no easy task.
There are invoices to create, tasks to get done, and budget to be met. It’s a lot to juggle.
As a full-service marketing and technology agency in Kansas City serving hundreds of clients, we’ve experienced these pain points too. While there are obstacles to navigate, we’ve learned to evaluate, adjust, and collaborate for greater impact and results. And it’s all thanks to the power of technology.
Want to learn our secrets? Dive in.
Quickbooks – For Bookkeeping
When it comes to financial management, Quickbooks is a life saver.
This invoicing software is a perfect solution for business owners who need help preparing, organizing, sending, and tracking bills to clients.
Its flexibility allows customers to easily pay by credit card or bank transfer, right in the invoice. You receive alerts when customers view and pay invoices, as well as creating automated reminders to let customers know when the payment is due.
“As the person responsible for accounting and billing in our agency, Quickbooks has been one of our most valuable tools. It’s easy to use, convenient, and I can access it from anywhere online, so I’m not tied to the office. Quickbooks helps our business stay organized and keep track of our finances. I highly recommend it to other agencies,“ says Strategy Co-Founder, Jason Wilson.
Learn more about how Quickbooks help supports businesses on their site.
Asana – For Project Management
Keeping track of hundreds of clients and their projects could be total chaos. But, thanks to project management programs like Asana, we’re able to keep projects and tasks organized and on schedule.
As a web based software, Asana allows teams to manage projects and tasks online. It keeps lists and internal tasks organized so businesses are able focus on the priorities at hand.
“It has the flexibility to customize the workflow to allow your team to prioritize and deal with urgent situations. One of its more advanced features is the ability to integrate with a variety of applications. We use it with our time tracking program, Harvest, to make sure we’re meeting our time and budget goals,” says Project Manager, Tonya Frank.
Whatever your project goals are, Asana is a significant asset to the team. In fact, 81% of customers say Asana helps them communicate about work more easily. Learn more about how your business benefits from Asana on their website.
Office 365 – For Employee Collaboration
Office 365 is a cloud solution which helps in-house and remote employees work together efficiently.
It’s compatible with both PC and Mac as well as mobile devices such as iPhone and Android. Files, email, calendars, and contacts are all synchronized to work together – for a seamless work experience.
Our team uses the password protected portal, SharePoint, to access Word, Excel, PowerPoint, and more in the office, from home, while traveling or from virtually anywhere.
“Office 365’s features and functionality are easily tailored to a company’s needs and budget. It is cloud hosted and backed up, so employees don’t have to worry about losing important documents and data. Employees continue to work without disruption so employers don’t have to worry about wasting time and money,” says Technology Specialist, Scott Leverich.
Discover more about the benefits of Office 365 here.
SEMrush – For Research and Competitive Analysis
For small businesses to compete in today’s digital landscape, having a tool like SEMrush helps simplify researching, analyzing, and tackling marketing strategies.
As an all-in-one digital marketing suite, SEMrush incorporates Search Engine Optimization, Pay-Per-Click (PPC), Content Development, Keyword Research, Social Media, and Reporting to maximize your digital marketing strategies. The platform allows you to research website traffic, analyze industry trends, and gain competitor insights to make informed decisions.
“We use SEMrush to help create and validate our marketing strategies. It allows us to analyze data and examine our competitors to find gaps and opportunities for growth. From there we explore strategies, set goals, and execute a game plan. We’re able to track what’s working and adjust tactics as needed. It makes our work more efficient while allowing us to hone our skills” says SEO Content Specialist, Kel Woods.
Interested in learning more about SEMrush? Check out their website.
Ready to Increase Efficiency & Productivity in Your Office?
If you want to learn more about improving the workflow in your office, evaluating your business strategies, or implementing any of the tools mentioned above, partner with Strategy.
We’re ready to help your business grow. Call 913-440-0672 today.