Amanda picks the tools she uses every day and couldn’t do her job without….
- HubSpot
HubSpot as a tool is an integral part of my day – I couldn’t manage without it now after five years of using it. We use the sales, marketing and service hubs operationally across different parts of the business.
We have built in automation to make it very efficient and have integrated it with our proposal software to get real- time MI on sales conversions, and we have built custom reporting dashboards to get instant sales data across both divisions of the business.
2. Our management portal
As a tech business – we build as well as sell tech. We practice what we preach and have invested heavily in building a management portal that controls every operational and financial aspect of the business. My day is made so much easier knowing that key metrics are being monitored automatically, so it was worth the investment.
3. Moleskine daily planner
We use project management tools across the company, however a business coach told me years ago to manage priorities by scheduling them over the week/month/year within a daily planner. It helps to manage a long to do list that you never quite get to the bottom off.
It’s very effective at not only ensuring you manage current workloads, but you don’t lose sight of actions for later in the year. It’s a process that has kept me sane when workloads can sometimes feel unmanageable!
4. Remarkable Tablet
During the COVID lockdown I purchased a Remarkable paper tablet as online meetings were generating a lot of notes, and I haven’t looked back. It files all meeting notes into client folders and can also convert your handwriting into text to email to you as actions, which is a bit of a challenge for it as I have handwriting like a doctor’s!
5. VidYard
We use VidYard to record and narrate service portal demonstrations and training for managed print clients, plus we talk through proposals via video recordings if we can’t present in person. It’s a smart tool that also gives analytics based on the user viewing the video and again, integrates with HubSpot and our proposal software, so a nice ecosystem of sales MI to feed into our dashboards.
