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In recent years, the role of business strategists changed significantly. Now, they have the responsibility to manage multiple priorities each day. The sheer volume of work, like prospecting new clients to managing existing ones, can be overwhelming. The right tools will help you work more effectively and efficiently, whether analyzing data, creating presentations, managing projects, or communicating with your clients.
It is important to choose wisely from the many available tools. This will help simplify your work, improve client relationships, and give you a competitive advantage in a crowded industry. This article will explore some of the most efficient tools strategists use to streamline their work and deliver results to their clients. You will better understand the tools you need as a strategist in the competitive business world.
What is a Business Strategist?
Business Strategists can perform a wide range of tasks. However, their main role is as an external voice that helps boost organizational productivity or efficiency. The company is given access to large-scale metrics, and they have discussions at all levels to identify pain points and possible solutions.
Business strategists provide their services to many different clients. It is possible to work with a company actively, discuss a relationship with another, and prospect for future leads. Business strategists, in particular, need a system to prevent things from falling through the cracks.
The Best Tools for Business Strategists
New software is always being developed, but there will always be a need for certain business strategist tools. Business strategy consultants use various tools to ensure high-quality, consistent work and excellent data management.
1. Slack
Slack is a great way to keep in touch with your team. What it offers is closer to a virtual office. Create individual "channels," which will house the different messaging threads, a separate channel for each client. You can also create a channel for each client and share files and video calls with team members within each channel. Also, create guest accounts, which are useful if you need to collaborate with people outside your company. You can access all of this via the desktop client (iOS or Android). Slack is a great way to collaborate at a desk or on the move.
2. Zapier
You love two productivity tools for consulting, but they don't work together. Zapier can help you connect two software applications that aren't compatible. It is an integration tool that allows you to hyper-customize how your tools interact. Zapier, for example, can alert you via Slack whenever a client submits a feedback form.
3. Hootsuite
Hootsuite allows you to take control of your online presence. The tool is compatible with 35 platforms, including LinkedIn, Facebook, YouTube, and Twitter. Use a calendar for collaboration to schedule posts and share content. Hootsuite provides live reporting on social media performance. Track metrics like follower’s likes, and engagement per channel. You can generate reports that you can share with colleagues or clients.
4. Accelo
Managing and delivering a project on time and within budget is the key to attracting and keeping clients. Accelo helps consultancies achieve this vision by automating tasks that would otherwise require manual input. The app also integrates apps like Gmail, Microsoft Office, etc. They can incorporate their domain and create automatic invoices using projects and timesheets. The app allows you to colour clients' products based on their requirements and keep track of progress.
5. Proposify
Proposify allows you to create digital proposals in one place. This tool can help you eliminate many of the headaches of proposal writing. Create templates to track deal progress and pre-populate custom fields and names. This tool has also been designed to speed up the approval process for clients. The client can leave a comment or ping directly in the proposal. You can send interactive quotes, ask for digital signatures and schedule automatic reminders.
Proposify is compatible with most software listed, such as Salesforce, Asana, and QuickBooks. You will always be informed, from creating an opportunity to final billing.
6. Toggl
Toggl takes the guesswork out of time tracking. You can start recording your daily activities with just one click, name the task, and assign it to an individual or project. You can edit previous entries, view the time logged, and filter it by task from Toggl's dashboard. You can also mark specific tasks as billable, export your timesheets to clients, and streamline the approval procedure.
Toggl is accessible via desktop, mobile browser, or phone. Toggl integrates with over 100 apps, including Asana Basecamp, Slack, and Evernote. No matter where you are working, Toggl will track your time and ensure you get paid fairly.
7. Copper CRM
As a strategist, you are constantly juggling multiple tasks. Maintaining client relationships requires a personalized, one-on-one approach. However, the challenge increases when you have more clients. Your business needs will change as your consulting firm grows. You can automate and scale the nurturing of relationships with a CRM platform such as Copper. Trust your CRM instead of wondering what the status is of a client project or assuming what a potential lead wants to see.
Copper is designed for consulting firms that want to nurture meaningful, lasting client relationships. With Google Chrome Extension, users can add contacts, track customer touchpoint and view real-time data from their Gmail inbox. Copper automates marketing, sales, and customer service outreach, allowing you to satisfy your clients at all stages of their relationship.
Conclusion
You must be vigilant to avoid technical errors and maintain a high standard of work as a business strategist. The right tools will undoubtedly make the job easier. By exploring the top agencies in each category, you can make an informed choice and better understand your options. Ultimately, the perfect blend of technology and human interaction will allow you to thrive in business strategy.
You can better understand what is available and make informed decisions by exploring the best tools in each business strategy. The perfect blend of technology and human interaction will allow you to succeed in the business consultancy industry.
