16 Software Applications Used By Our Virtual Assistants
Now more than ever, many businesses are seeing the value in hiring virtual assistants. Virtual assistants can be extremely beneficial to your business as they work to improve efficiencies, keep you focused on your priorities, and make your life easier.
If you’re an entrepreneur trying to do it all alone, you already know the complications and added frustration that brings. Hiring a virtual assistant can take so much off your plate; they lighten your load and relieve you from doing what you don’t need to be doing so you can focus on earning profit for your business.
With that said, how your virtual assistant works is extremely important. You can hire any virtual assistant to work with you, but you want a virtual assistant that has substantial knowledge of the software applications that will make your business run smoothly and be efficient for your customers.
Here are 16 software applications that our virtual assistants use extensively:
Asana is a project management tool that also allows you to automate common tasks. This versatile program allows you to easily prioritize your work and view your work from various angles
Canva is a great tool to use for designing graphics and logos for your business. It’s easy to use, loaded with templates, and has a free version. A virtual assistant can work within Canva to post to social media, upload graphics to your website, edit graphics, and more.
With ClickUp, not only will you be able to dish out work assignments, but you’ll also be able to manage the progress of the work and view it in multiple ways — lists, boards, boxes, calendars, and Gantt charts. This collaboration tool is great for managing all scales of projects.
Concur is the leading business travel planning and expense management platform. It can be used to plan travel, do travel expense reports, handle travel requests, authorize travel, do direct billing for travel, and do email notifications. It even allows you to calculate mileage with its built-in mileage calculation and can be automated to save you time.
Customer Relationship Management (CRM)
Every business should have a CRM, and if you don’t, our virtual assistants know how to get you started. CRM software is the lifeblood of your organization because it’s where all of your customer contact information resides. This can be a powerful tool for your business.
Hubspot is great for building lists, launching email campaigns, creating workflows, and more. With Hubspot, a virtual assistant can format emails, manage your campaigns, schedule social media posts, run analytics reports, and follow up on contacts and potential leads for your business.
Jotforms is a handy tool that allows you to create an app for your business without coding. This is a free app builder that allows you to share various forms, links, and other elements in one place. It works on any device so if you have busy customers who are constantly on the go, Jotforms can ensure they’re able to get you the data you need and you can also gather the data your business needs on the go.
Microsoft 365 and Google Workspace
These two tools work hand in hand. If you’re using Microsoft 365 (formerly Office 365) you should also be using Google Workspace (formerly G-Suite). With these tools, virtual assistants can manage your calendar, schedule meetings, perform data entry, create spreadsheets and forms, prepare documents, such as presentations, and share work among the team.
Nifty is a great tool for project collaboration and management. Team members can communicate, engage, exchange data, arrange discussion threads and create knowledge centers through this tool. They’ll also be able to generate and keep up with various tasks directly from the conversations they have on the platform.
Process Street is an excellent workflow app for managing team checklists and procedures. Easily create and design workflows, track project activity, and receive notifications when tasks are completed using the many features of Process Street.
With Sales Navigator, it’s easy for your virtual assistant to find qualified leads for your business. It has excellent search capabilities with over 600 million users. You can easily integrate your CRM and message directly from LinkedIn.
If you have a sales team, Salesforce can be a lifesaver for your business. Salesforce can be programmed and customized to hold all of the information your sales team needs for business. Some of the key features include records management, track deals and deal planning, pipeline management, forecasting, workflows, and more.
Slack is one of the most popular communication tools that offers key features that enable swift, real-time communications for your team. With Slack you can do file and document sharing, group messages to easily communicate with those that you need to, easily do audio and video meetings, instant notifications, and you can create multiple channels.
Once you hire a virtual assistant, one of the best ways to monitor their work is through Time Doctor. Time Doctor does real-time tracking, so you’ll always know what people are working on, and it provides insightful reporting. With that, you get attendance reporting, daily productivity, the number of projects and tasks completed during a time period, and so many other important features. Time Doctor easily integrates with other leading project management software applications.
Automation is the key to working efficiently these days. Zapier allows you to create automated workflows that can perform up to 100 actions. It connects with over 5,000 apps so you can avoid doing time-consuming tasks to focus on more important tasks.
Zoom has quickly become a household name. If you aren’t using it or don’t know how to, you’re behind the times. Our virtual assistants are fully competent in the use of Zoom video conferencing. But there’s more to Zoom than just videoconferencing. Use Zoom for full phone or VoIP services, webinars, and business messaging. Zoom has a lot of great features that allow you to easily engage with your group, form small teams, and you can get transcriptions of your recordings.
Our virtual assistants work with lots of small businesses using a wide range of software. We help entrepreneurs, start-ups, and business owners save time by providing customer service and virtual assistant services. We would be happy to assist you with your business. View our website to learn more or sign up today to get started.