All organisations have systems and processes which shape the company and are geared to ensure it runs smoothly. Choosing the right combination of tools and getting to grips with the software can feel overwhelming. Cloud software applications have been developed to be cost-efficient, accessible and intuitive but which to go for?
Well, start with the basics and you can then finesse. For example:
• Bookkeeping: Xero, Quickbooks or Sage and Receiptbank or Hubdoc (for expenses)
• CRM systems: Capsule or Hubspot will link with the above
• Time-tracking: Harvest (will integrate with Xero)
• Task Management: Trello (will link with Harvest) or Monday.com to get an overview of what needs doing, by when and whom
Through necessity we have all become proficient with Microsoft Teams (as part of Office 365). Remote working has also seen an acceleration of cloud based file sharing systems such as OneDrive, DropBox and Google Drive. Deciding which tools will work best in your business and how they integrate with other software can be a challenge but when you get it right, the rewards are instant.
Bay Tree VAs see themselves as the ‘friendly face of tech’ seeing it through the user’s lens and sharing our experience and tips with clients. We can navigate any business through a project to not only introduce new cloud based software but also make sure users are supported, get the maximum benefit from it and keep it up to date.
Speak to Bay Tree VA if you are at a cross roads with your tech. fiona@baytreeva.co.uk
Jane Cattermole
Founder & Managing Director
Get in touch and let us know what you need assistance with. We’ll suggest how we can help, what tasks we can take off your hands and a way forward.
Lisa Hamon
Business Development
BAY TREE is a registered trade mark of Bay Tree VA Limited
