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Best productivity & operations software and services
What is productivity software?
It’s important to understand the range of tools and services that fall under the productivity and operations software umbrella. Business productivity software can be as simple as a basic text editor for taking notes, or as complex as a tool that creates workflows and automates tasks across several programs and applications. The range of solutions available means that there’s the right operations management software out there for businesses of every stripe.
For example, business productivity software can be grouped into the following types.
Project management
Software that helps teams plan, track, and manage projects, such as Trello, Asana, and Vendasta’s Task Manager.
Time management
Time-tracking tools and scheduling helpers for boosted efficiency, such as RescueTime, Toggl, and Focus@Will.
Communication and collaboration
Operations management software that helps teams, regardless of location or time zone, communicate and work better together, such as Slack, Google Voice, Microsoft Customer, and CrankWheel Screensharing.
Automation
Focus on meaningful, high-value work by automating repetitive tasks with operations software like Zapier and Automate.io.
Customer relationship management (CRM)
Suites of tools (or ecosystems) that work together to help businesses build better customer relationships by managing touchpoints with sales, marketing, and support, with examples such as Salesforce, HubSpot, Zoho, and the Vendasta platform.
Accounting and finance
Operations management tools for businesses looking to manage their finances and accounting processes in a streamlined, organized fashion, with examples such as QuickBooks, FreshBooks, and Xero.
HR
Software for managing human resource functions, including recruitment, onboarding, performance management, and benefits administration, such as BambooHR, Zenefits, and Gusto.
Oftentimes, businesses need digital productivity tools from across several of these buckets to function properly. As the nature of work becomes more complex and hybridized, especially given the rising prevalence of remote-friendly environments, productivity software is an essential rather than a “nice to have”. Operations management tools are a core aspect of any comprehensive digital solution offering.
What features to look for in productivity software
Features to look for when considering productivity software will differ from business to business, but will likely include ease of use, customizability, integrations, collaboration capabilities, automation, mobile accessibility, customer support, analytics and reporting, and security.
Again, it’s important to reiterate that when considering how to offer the best productivity software to your clients, it will depend on the specific niche, needs, and pain points of the business. However, here is some more information on each feature we listed to help guide your decision-making process.
- Ease of use
The best productivity software can often come down to which tools are user-friendly, easy to navigate, and not completely over your clients’ heads. Operations software is designed to make life easier and more efficient for businesses, so they should be excited to use it – not intimidated by it.An intuitive, straightforward user interface saves time, boosts productivity, and doesn’t require your clients to go through an extensive process before getting started.
- Customizability
No two people are the same, just like no two businesses are. The best productivity software will be customizable enough to cater to the preferences and workflows of a variety of clients. Flexible operations management software increases user adoption, which goes back to the fact that you want your clients to use productivity software enthusiastically!In addition to having more people onboard with the tools, flexibility also boosts productivity and happiness by empowering people with the option to work in a way that best suits them.
- Integrations
It’s important to keep in mind, especially as you’re bundling operations management tools with other offerings, that the best productivity software can work with other solutions and platforms. It’s part of an efficiency arsenal that should ideally integrate with email providers, calendars, project management trackers, CRMs, and more.Take your clients and their tech stacks into consideration and prioritize business productivity software with sufficient integration capabilities. Tools that play nice with others streamline workflows and reduce the need for manual data entry.
- Collaboration capabilities
In today’s digital, remote-friendly world, collaboration is the key to effective teamwork – and in the last few years, we’ve seen collaboration tools make leaps and bounds. The best productivity software should have collaboration features such as real-time editing, commenting, and sharing, and ideally be cloud-based and functional across multiple devices.Operations software, no matter what problem is being solved, should make it easier for people to work together effectively and efficiently.
- Automation
The best productivity software will liberate teams to be more creative and focus on higher value work. How? Though automating repetitive, monotonous, or low-stakes tasks.Productivity often hinges upon having operations management software that has the ability to automate and streamline certain tasks to save time. As an added bonus, automation can also reduce the likelihood of small errors and oversights.
- Mobile accessibility
We live in a world powered by mobile devices: It’s where business happens and where customers prefer to buy. And considering contemporary work environments are no longer as geographically bound, it has become essential (or simply preferable) to work on-the-go.The best productivity software should be accessible on mobile devices to accommodate clients who want to work from anywhere, at any time.
- Customer support
Even the easiest, most user-friendly productivity software should be paired with the quality support. In fact, reliable customer support is what makes for the best productivity software and puts it a cut above the competition.Ideally, tools should come with some sort of support team or infrastructure that can help with technical issues, as well as provide some training and guidance. Besides putting clients’ minds at ease in case anything goes wrong or is confusing, it can really help users get the most out of their operations software.
- Analytics
Productivity software should be data-driven and based on concrete insights, so the best productivity software includes necessary analytics and reporting features.Analytics features will provide your clients with insights into their usage, performance, and most importantly, their productivity. In turn, these features will help to identify areas of improvement and optimize workflows for boosted efficiency and better benchmarking.
- Security
Safety and security is everything to your clients. Give them peace of mind with business productivity software that includes robust security features that prioritize data privacy and protection.The best productivity software is nothing without the proper digital security measures such as data encryption, multifactor authentication, access controls, and more as the digital landscape continues to change.
Overall, it’s important to keep in mind that it’s impossible for operations management tools to check every single box. But thankfully, they don’t have to. Create a specific checklist of features that makes sense for your specific clients and their business needs, and then as their trusted expert, advise them accordingly.
Why is this productivity software so important?
- Saves time
With business productivity software, repetitive tasks like social media posting, email marketing campaigns, and data entry can be automated. This frees up time for teams to focus their energy on more important tasks and core activities like client relationship-building, which ultimately leads to increased productivity and efficiency. What’s more, operations management software helps businesses organize tasks and workflows to make it easier to prioritize and complete tasks with ease.
- Saves money
- Scales teams
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What is productivity software used for?
For example, operations management software can include project management tools for time-tracking to reduce scope creep, as well as communication tools that remove any friction from collaborating and knowledge sharing. Additionally, productivity software includes time management tools that help employees prioritize effectively and manage their busy schedules.
By using business productivity software, businesses can focus on high value, relationship-building, creative work and reduce the time and effort that goes into completing routine tasks. Freed from monotony, teams can operate more strategically to greater success for a higher impact.
What are the benefits of productivity software
The best productivity software will help businesses reduce admin errors, save time, and increase the overall quality of their work. All this translates to increased client satisfaction, higher revenues, and greater success in the competitive industries.
However, the benefits don’t stop there. The local experts who resell business productivity software solutions to their clients also reap the rewards in three main ways
- Boost recurring revenue by bundling SaaS.
First, reselling productivity software can provide a steady stream of recurring revenue, as many operations management software solutions are subscription-based. Over time, after seeing incredible results, clients will adopt more of your solutions – meaning the revenue you generate month to month will only increase.Additionally, the best productivity software includes integration capabilities that make these tools the perfect compliment to any bundled solution package. Every workplace relies on productivity and operations solutions—and that includes small businesses in the retail and service space. With Microsoft 365 and Google Workspace both available to sell from Vendasta’s Marketplace, resellers have the ability to supply local businesses with their central productivity software.
Because Vendasta has found that increasing basket size from one to just three items results in an 80% increase in retention, bundling productivity products is an easy way to reach and retain more customers.
- Add more value to clients for increased retention.
Second, by reselling operations management tools, local experts are providing additional value to their clients by helping them improve their workflows, processes, and potentially scaling their teams and organizations. These activities can lead to a boost in client loyalty and satisfaction, as well as the opportunity to benefit from additional business.Reselling business productivity software can help local experts solve more problems for their clients, as well as build expertise in a specific area, such as digital marketing or project management. Either way, resellers stand to enhance their reputations and credibility, further positioning themselves as the go-to experts.
Fun fact: Since launching in the Vendasta Marketplace, both Google Workspace and Microsoft 365 have seen an average monthly churn rate of less than 2%, a huge contribution to your overall retention.
We’ve also found that partners selling essential productivity tools like Microsoft 365 alongside their existing offering tend to boost the sales of their other products. It’s a perfect way to sell alongside products already in demand.
How to drive further productivity through operations management software?
Automating invoicing:
Digital marketing agencies and other businesses can use operations management software to automate processes such as invoicing and reporting. This ensures that both necessary functions are delivered on a consistent cadence. Automating these tasks also saves time and reduces errors by eliminating manual data entry. Some operations management tools offer integration with accounting software and CRM dashboards, further streamlining the invoicing and reporting process.
Collaborating on content creation:
Content is king (or queen), and creation is an essential aspect of many businesses. Operations software helps teams collaborate more effectively on this task, even if everyone is working remotely. For example, a team might use a content management system to establish a content calendar, delegate tasks to team members, and track progress. By centralizing the content creation process and providing real-time visibility into progress, teams using business productivity software can collaborate more effectively, reduce the risk of miscommunications or delays, and deliver higher-quality content.
Monitoring social media engagement:
The best productivity software will make life easier for social media managers by helping them (and businesses in general) monitor their performance across various platforms. For example, operations software can include social media management tools that track engagement metrics (likes, shares, comments, and more). Businesses then use these insights to refine and optimize their social strategies. By tracking performance in real time and adjusting their strategy accordingly, businesses can get a leg up in driving engagement that turns into more leads and sales.
Optimizing ad campaigns:
Advertising is a key aspect of many businesses, and operations management tools can optimize ad campaigns – which otherwise can be expensive and time-consuming. As an example, a team could use a marketing automation tool to track the performance of several ad campaigns at once. Afterwards, they can use this data to adjust targeting, messaging, or any creative aspects of the ad. By optimizing ad campaigns on an ongoing basis with productivity software, businesses can drive higher conversion rates, which leads to more revenue.
Providing training and support:
In conclusion, operations management software can drive further productivity by facilitating training and support to teams. For example, operations software like a project management tool can assign training tasks, track employee progress throughout the learning process, and provide ongoing feedback. By investing in training and support, businesses are prioritizing their greatest asset: Their people. The best productivity software can help teams stay up to date on the latest tools and techniques, driving further productivity and success.
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