2015 was a pretty big year for WORK[etc]. We saw the release of our new native mobile apps for Android and iOS, for example, as well as a whole host of app improvements and enhancements.
We didn’t just spend the past year improving and enhancing WORK[etc] and its robust feature set, however — we also shone the spotlight on cutting-edge business tips, best practices, and maximizing success. Here are our top posts from 2015.
When it comes to business, not all opinions have equal weight and not everyone should be asked for their opinion. It’s a business, not a democracy, so you better own it.
Every entrepreneur needs an action plan, whether it’s for making the most out of high revenues or pulling a dying business back from the brink. Check out these 24 tried and tested survival strategies for small businesses.
Businesses can bleed money in so many ways. Fortunately, you can still keep the bleeding from turning into a full-on cash hemorrhage. QuickBooks queen Stacy Kildal tells us how.
Software isn’t just eating the world, it has also helped break down the four walls of the traditional office. We’ve collected valuable remote-working insights, experiences, and advice for small businesses that want to travel down the micro-multinational road.
Your business may be small now, but with these tools and tips you can act as if you’re already one of the big boys.
Top WORK[etc] Integrations of 2015
CRM, project management, billing, timesheets, marketing, customer support – there’s not a lot WORK[etc] can’t do when it comes to helping you manage your business. For some businesses, however, a CRM ecosystem is the best option. That’s why we’ve built a robust web of third-party integrations and add-ons into WORK[etc]. Here’s a refresher course for each of them.
Google’s productivity suite is one of the most popular tools that small and medium businesses use. It includes Google’s popular web apps, from Gmail and Google Calendar to Google Drive and Google Docs.
A major component of WORK[etc]’s G Suite integration is our Gmail gadget, a small add-on that lets you create, update, and assign everything from new leads and contacts to project updates and support tickets without leaving your Gmail inbox.
WORK[etc]’s integration with G Suite also lets you access all of your Google Drive files from inside WORK[etc], transfer and sync contacts through our two-way Google Contacts sync and conflict resolution tool, and stay on top of all your important appointments and events with our Google Calendar sync.
Thanks to our Outlook add-on, Outlook users don’t have to switch to Gmail to manage their business from within their email inbox.
The WORK[etc] Outlook add-on shares a lot of the same functions as the Gmail widget. For example, you can convert an email into a new lead and have it automatically create a new contact entry without ever leaving Outlook.
You can also pick and choose which emails and contacts to sync, leaving behind all the unimportant noise and syncing only those that actually matter.
Integrating WORK[etc] with Xero lets you expand the latter’s robust accounting features and turn it into a complete business management solution. With a few clicks, you can consolidate invoices and payments in WORK[etc] and push them through to Xero.
Any invoice created in WORK[etc] and pushed across to Xero will also automatically include any associated data required for that invoice to make sense – i.e., WORK[etc] creates contact and inventory items if they do not exist in Xero.
Integrating QuickBooks Online with WORK[etc] lets you enhance your cloud-based accounting software with an all-in-one system that lets you manage your business from end to end. You can seamlessly share and sync billable details between both systems; export WORK[etc] invoices, transactions, and expenses directly; and automatically sync payments made against WORK[etc] invoices over to QBO.
Evernote integration can be a huge boon for users who are heavily into the project management and sales aspects of WORK[etc]. It lets you turn your notes into project updates, new sales leads, and even support cases. Perhaps best of all, you can use hashtags to automatically turn your notes into actionable items and activities. For example, using the hashtag “#Task” and “#Bill Jones” would turn a note into a new task and automatically assign it to Bill Jones.
Box lets you keep all of your important files and documents in one place, which is accessible whether you’re on your PC, laptop, or mobile device. By integrating Box with WORK[etc], you can access your files and documents directly from inside WORK[etc]. You can quickly attach any and all files and documents to contacts, sales leads, projects, support cases, and more.
All of these integrations and add-ons can be enabled and configured by going to Settings > Integrations in WORK[etc]. If you haven’t already, definitely give these optional integrations a spin.