Using the right tools? Handy office admin tips!
When it comes to your admin, are you using the right tools for the job? From booking systems to CRM systems, our office admin tips will help you work smarter. Follow our Q&A checklist below to find platforms and tools that will make your life a whole lot better…
Is your office set up properly for your needs?
Having an organised desk and a functioning office will make all the difference to your working day. Be honest – can you find all your paperwork (if you still use paper)? Are you ready to go every morning? Is the lighting right in your office and is your chair in the right position? Every detail helps…
Do you have the right platforms for your needs?
When considering this question, think about whether your current systems make your life easier or harder. If your processes aren’t joined up, then you’ll waste precious time on admin, which could be better spent in other areas of your business.
Could your work be automated to cut out admin time?
Automation can save you loads of precious time. And we LOVE discovering and using ingenious systems that help our clients reduce their admin hours. From project management to booking systems, there’s a tool out there for every task.
Do you use a booking system or is everything manual?
If you take bookings, then we use a tool called Acuity Scheduling, which syncs to your calendar and connects directly to your bank. If you sell products as a side hustle, then a simple Excel spreadsheet might work, but it’s not very robust. If you want to grow, you’ll need a platform that joins all the dots. Introducing the CRM…
Do you know what a CRM is?
CRM stands for Customer Relationship Management. This is a crucial platform if you want to successfully manage and grow your business. It’s where you store your customer and order details, but it’s far more than just a database. CRMs come in all shapes and sizes with a wide range of handy apps to help you manage your sales.
Do you know how a CRM can help you?
One of the main functions of a CRM is the sales pipeline. You can easily track an enquiry from the moment someone contacts you right through to the sale. You can then use this info to improve your processes. A CRM can help you manage potential customers, known as your leads, and for marketing to new and existing customers.
Want a CRM but don’t know where to start?
Good news! At Admin Assassin, Kelly is our resident CRM geek. There’s very little she doesn’t know about setting up CRM systems. Kelly will talk through your needs over a hot cuppa and help you choose the right tool for the job.
Whether you need to organise your office or manage your sales pipeline, Admin Assassin can setup your systems and input all your data. So, don’t get bogged down by boring admin tasks! Outsource your office admin to us and get back to what you do best.
Need better admin tools and systems? Get in touch, call 07854 819736 or contact us via Facebook.
Thank you for reading this month blog – Using the right tools? Handy office admin tips!
Admin Assassin
