Becoming More Organized & Productive: Our Top Tools

Becoming More Organized & Productive: Our Top Tools

In business, organization is a must! Unfortunately, not all of us are so inclined; in fact, many of us lack some of the organizational skills needed to be as productive as possible. There are some really great tools and platforms out there though that can help you significantly streamline operations and just create a more organized working environment overall.

Below are our top five recommendations for organizational tools to get your business running more smoothly and effectively:

  1. Trello: As far as project management, Trello really can't be beaten. Use it to organize your to-do list. By creating cards, you can keep track of which tasks have been done, need to be done, or are in process. Everyone in your office has access to space and thus you have a much easier time of keeping your team on task.

  2. Wordpress: Websites did right. With an array of themes and plug-ins available, Wordpress makes it easy to keep your site and blog updated and looking sharp.

  3. Slack: A very comprehensive chat tool for businesses, Slack, like Trello, also allows you to keep projects organized, share files and even make video calls.

  4. MailChimp: When it comes to email marketing, MailChimp is most definitely the way to go. It's really designed to let businesses manage their subscribers and the emails that get sent out. There is a free option as well as a number of package plans.

  5. Zendesk: As far as engaging with customers, you absolutely need to check out Zendesk. With all of your customer information in one place, this platform makes it incredibly easy to keep track of and manage customer communications.

These, of course, are just some suggestions. There are so many great resources out there for helping your company become more organized and thus more productive, At First Union, we believe in assisting our clients in any way we can. We'd love to explore the various organizational options out there with you. Call today!

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First Union Lending LLC is a dually licensed Lender/Broker with its main offices located at 4900 Millenia Blvd First Floor Orlando, FL 32839. First Union Lending LLC and its ads are meant for continental United States, including Alaska and Hawaii small business owners. Business Loans offered by First Union Lending LLC have varying rates and terms that can range from 30 - 120 payments and all rates and terms are based on eligibility of the business and its owners. The actual terms are based on credit, business history, industry, amount and terms. As an example, a $5,000 loan paid over 5 years at 8% would have a total repayment of $6,082.92 over the life of the loan. We use the latest encryption to protect sensitive information transmitted online, as well as run our own secure server network to ensure your information is protected offline as well. California loans made pursuant to the California Financing Law, Division 9 (commencing with Section 22000) of the Finance Code. All such loans made through VBJ Consulting, LLC, a licensed finance lender/broker, California Financing Law License No. CFL#60DBO78163

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