Best B2B Tools for Remote Teams
Looking at how everything has changed so quickly could be a little bit intimidating, but at the same time, it also brings new opportunities for businesses to get stronger and increase their online infrastructure.
When it comes to business, we have two sides: The ones that already have a solid system for their online infrastructure and the ones that have been in business probably for a long time and did not really work on their online infrastructure. If your systems are not optimized for your employees to work remotely, don’t worry! In this post, we will share the best tips to stay in business while being efficient and productive with your team.
We will share the top software that you could use today for communication, file sharing, and even collecting signatures for sensitive documents. Perhaps after all this pass, you will be able to increase the worth of your business and have a better system for the future.
To help your business with cash flow, we decided to only list the best tools that are either free or offer a free trial, so you can learn how to set it up and use it before fully committing. To avoid overwhelming, we will pick our top 3 for each category.
Best Tools for Team Communication:
Slack is an instant messaging platform that allows you to create different channels for your team and to communicate more efficiently. Once you have it up and running, you will be able to integrate it with your favorite tools and also keep all your business communications in one place.
Slack allows you to create different channels such as “Marketing, Sales or Business Operations,” and you can start for free.
Zoom provides remote conferencing for your team, clients, or partners. Just with a few clicks, you can set it up and have online meetings. It also integrates with your favorite Calendar and/or over +20 tools.
Google Hangout could be the free version of Zoom if you already have GSuite for your business. It also comes with a good amount of integrations.
Best Tools for File Sharing:
Milanote is a tool for organizing creative projects into beautiful visual boards. By design, it feels a lot like working on the wall in a creative studio – visual, tactile, and sometimes a bit messy – Milanote is a great fit for designers who work in teams remotely.
– Write notes & to-do lists, upload images & files and save things you find on the web
– Organize visually using the flexible drag and drop interface.
– Boards by default are a private place to think, but with a single click you can create a shared workspace for collaboration with your team
– Milanote is filled with hundreds of built-in templates to help you get started with a variety of different projects, from creating a mood board to writing that perfect creative brief.
When it comes to saving files online, keeping them all organized and accessible at all times, Dropbox is definitely our favorite tool.
Dropbox Business gives you everything you need, and you can also request your team to back up the key files for the company there.
If you are using GSuite for your business email needs, then you probably already have a plan that includes Google Drive for your team. You’ll be able to do absolutely everything that Dropbox allows you to do, without having to spend extra money.
Microsoft OneDrive for Business
Just like Google Drive for GSuite, Microsoft OneDrive comes with a free membership if you are using Office 365 for your email needs.
Best Tools for Team Productivity:
Asana is a web and mobile application designed to help teams organize, track, and manage their work and tasks. If you want your team to stay productive while working remotely, this tool is our top suggestion.
monday.com is a work operating system that enables organizations to build custom workflow apps in a code-free environment – to run projects, processes, and everyday work.
Best Tools for Remote Team Management:
If you are using Asana, Trello, Basecamp, Jira, or GitHub, then now you will be able to easily integrate a time tracker for your team. This will help you generate better reports on activities such as task completed and profit margins. The setup is very easy, and the application gives you a good amount of options to make the most out of your investment.
If you are looking for software that is more advanced than Everhour, then this is a great option. Hubstaff integrates with over 30 platforms and allows you to track time, productivity, GPS tracking, team scheduling, online timesheets, and provides you with great reporting. Depending on the plan that you select, this could bring a lot of value to your business.
Surprisingly, some business is still saving their password in a Word/Excel Document. When it comes to doing it the easy way, this is definitely an option, but just to save you time, increase the security of your password by 50x and also make it easier for you and your team to manage passwords, 1Password is the way to go.
Best Tools for Documents, Agreements and or Proposals:
PandaDoc is a document automation software as a service with built-in electronic signatures, and more. This platform allows you to create templates for documents, agreements, and literally anything that may require a legal signature. You can use it for your prospects and teams while everyone works remotely.
Similar to PandaDoc, DocuSign allows organizations to manage electronic agreements.