The tool we use most often is definitely Chartio. It’s a really great tool, and we use it every day. We get all of our reports and pull lists out of there. Our finance team pulls out revenue reports from there. We’ve used Mixpanel in the past, and it was not useful for us.
We use Google Analytics for analyzing traffic and for monitoring of pages.
We previously used Pipedrive, but recently transitioned to Salesforce. There’s a reason Salesforce is the industry standard, and it’s been working well for us. It allows everyone to see what is going on, and has tons of great apps on the app exchange. Geopointe is one of those apps, which we use all the time.
We use Authorize.Net, and have no major complaints with it. We’ve all used it before, and we’re not in any hurry to switch to anything else. We don’t feel the need to switch because it works, and because it seems risky to move all of our credit card data to another platform.
For customer support emails, we use Zendesk, and we love it. It’s so easy to keep everything organized in it, as well as pull different reports from it. It’s super simple to use, and we can search across all tickets easily. For example, if I want a testimonial from someone, I can search for a phrase like “Great food!”, find any tickets that match that phrase, and then contact the person directly for a testimonial.
We use 8x8 Virtual Office for our phone system, and we would not recommend it. It requires a lot of hands-on work, and upkeep, to keep the system working properly. We do like how it’s cloud-based, so if you’re out of the office, you can still connect to customer calls, but the desk phones often times just stop working. And their customer care team often gives different information depending on who you talk to, and they don’t have anyone that can come into the office to fix any problems with the phones or system.
We use SnapEngage for live chat, and would definitely recommend it. A bonus to using them is that it connects to Zendesk.
We really like Klaviyo for marketing emails. It’s less well-known than its competitors, but it’s a fantastic service. It lets you see a timeline of different customers, and allows you to easily make workflows, like a welcome email workflow. You can also connect it to a third party database, and quickly see timelines of purchase behavior and emails sent/opened for customers.
We use Mandrill for transactional emails and like it for the most part. We have it integrated into our own database, which allows us to see the transactional emails that people have received. It’s also nice that we can see error rates and get alerts, and we like that it’s pretty low-cost.
We use Dropbox for our more private documents that shouldn’t be shared with the whole team, like files related to our financials. And we also use it to store large files, like photos, that take up a lot of space.
join.me is great for screensharing, especially for companies with distributed employees that aren’t all in the same office. We use it all the time. It’s very simple to use.
SurveyMonkey is very simple to use. It gives us great, exportable results. And you can easily track people’s responses, so if we get negative or positive comments, we can identify common patterns in responses.
Thinkstock is great for stock photos. It’s very handy and simple to use. We just get a subscription that gives us credits to download photos.
Webpage Screenshot is a really useful Chrome extension. It allows you to take scrolling screenshots of the full page.
Our drivers use Waze to gauge traffic in the morning. It’s extremely helpful for helping them avoid traffic on their routes.
Asana is a great task management tool, and I like the ability to set up recurring tasks, a feature others don’t have. We don’t use it at the company level, but I like to use it personally.
Basecamp is used for our smaller, more specific launches that launch on a rolling basis. Both Smartsheet and Basecamp are extremely helpful, and easy to use.
We use Smartsheet for our larger launches, like when we’re launching for summer camp season across multiple regions. Smartsheet reminds me of Google Docs and Excel, but a more powerful version. Both Smartsheet and Basecamp are extremely helpful, and easy to use.
We use Kanbanize to manage our team of remote developers and stay on top of what they’re working on. It’s really simple and easy to use. It kind of looks like Trello, but adds a little more to it.