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10 Essential tools for managing virtual assistants and remote teams

Posted by Annie Andre   Jul 7, 2015 8:00:00 AM

category: virtual assistants, remote collaboration

It’s becoming more and more common for companies and small business owners to reap the benefits of remote teams and virtual workers – from virtual assistants who handle your mundane and time consuming  administrative tasks to freelancers hired to consult or help with specific projects.

By utilizing remote and virtual workers, you are able to recruit the right person(s) to work on any task or project, dramatically cut costs, and not surprisingly, improve the productivity of existing teams and employees.

Benefits aside, it’s challenging to manage remote teams and virtual staff. In order to succeed, everyone must be able to collaborate, communicate, and share ideas with relative ease and efficiency. 

That said, here are 10 essential tools to help keep your virtual assistants and remote team of freelancers harmoniously integrated. 

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5 Little Known Tips To Help Prepare your SFDC Salesforce Import File

Posted by Melissa Miller   Jun 25, 2015 7:04:00 AM

category: CRM: Customer Relationship Management, Sales and Operations

The first step in getting Salesforce CRM up and running or up to date is to move your data from it’s current location into Salesforce. But importing and updating Salesforce with large amounts of data can be a daunting and time consuming task.

First you have to clean your data, then prep your file, then test your import and finally pull the trigger. And after all this work, If you make a single mistake during the process it can be hard to pull back. 

To ensure a seamless import, be sure to follow these 5 steps. 

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Afraid to Delegate? Think No On Can Do It Better? Try The 70% Rule

Posted by Annie Andre   Jun 16, 2015 7:30:00 AM

category: Delegation, productivity

If you’re the type of person who insists on doing it all yourself because you think the only way to get a job done right is to do it yourself then you've no doubt come up against the barrier of time, mainly lack of time.

As new or more pressing projects and tasks come up, things either don't get done because you already have too much work or you must stop work on an existing project in order to take on the new one(s).

Despite your best efforts to juggle all your responsabilities, you ultimately end up with that familiar feeling that there just aren’t enough hours in the day to do everything, especially when it comes to running your business and managing your workload. So what is one to do?

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