Block Six Analytics built us our own custom internal CRM. They mainly work with sports teams, but they are starting to branch out and build more custom systems for others. We have a lot of consultants on our team, and we have to track everything they do with their clients in order to pay them, along with tracking all of our clients. Our custom CRM has really streamlined all of our consultant and client information into one place. It’s also great for our consultants because it allows them to easily log hours, along with any other information they need to track, such as which schools they’re working on with clients, and their clients’ results.
When I first started here, we weren’t using anything for email marketing. I researched a few companies, and HubSpot really stood out. It does a lot of different things, which was really appealing. Finding tools that do a variety of jobs is really great for lean companies like ours. We love HubSpot; it has really changed how all of our email marketing is done. HubSpot also has a lot of integrations with other software, which is really helpful. It allows us to have everything in one place, like all of our contact lists, client information, automated emails, newsletters and analytics. We don’t have to import or export anything into different places manually, or use different programs to communicate with clients or potential clients. I can log into one place and see our users’ behaviors.
We’ve been using Google Drive more, as well. It’s is easier to use than Dropbox when you’re working on documents that need to be updated constantly. It cuts down on the possibility of duplicate copies of files, and makes documents easier to work on collaboratively.
We recently just started using Dropbox for Business, and the business version has been a bit better than the free version. Previously, we had issues with people overwriting files, and tons of duplicate copies of files. We also had issues with people deleting files and not realizing that would delete the files for everyone. Dropbox for Business is better than the free version in that it allows me to see what everyone is doing, so I can minimize all of these pain points.
Our accountant uses Ceridian. We recently got self-service logins so we can log in and keep track of our pay stubs and tax forms. For a while, there was no way for employees to log in to see their own paystubs.
We use TweetDeck for social media management because it’s what we have always used, and it works well for us. HubSpot has a social media management tool also, but we haven’t had the need to use it yet.