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What Softwares Do You Use To Manage Your Business?

Name: What Softwares Do You Use To Manage Your Business?
Uploaded: 2022-04-01T21:00:05+00:00
Duration: 42 s
Channel: Shanli Liu, CPA, CTP
Description: In this concise monologue, a business owner who runs a portfolio generating roughly $100 million in annual revenue outlines the four‑tool software stack…

1 Apr 2022 · 1 min

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In this concise monologue, a business owner who runs a portfolio generating roughly $100 million in annual revenue outlines the four‑tool software stack that powers daily operations. HubSpot is employed as an all‑in‑one platform for marketing automation, sales pipeline management, and backend customer relationship management. Gmail serves as the central hub for storing files, maintaining personnel records, and handling external email communication with vendors and partners. Asana is used to coordinate projects and facilitate cross‑departmental communication, ensuring tasks are tracked and teams stay aligned. Slack is chosen for rapid, searchable internal messaging, allowing quick exchanges without relying on email and providing a searchable history for retrieving information such as passwords or past discussions. The speaker emphasizes practicality and efficiency, noting personal preferences (disliking email) and the need for searchable, fast communication within a growing business.

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I own a portfolio of businesses that does about $100 million per year in revenue, and this is how we manage it with these softwares. The first software that we use is HubSpot. HubSpot we use for marketing, sales, and customer management on the backend. The second piece that we use is Gmail. We use that for storing data, for storing files, for keeping records of people, personnel, etc., and for communication with vendors on email as well as outside parties. Third one is that we use Asana. I use Asana for projects and for cross-departmental communication pieces. And then the last is we use Slack. And the reason that we use Slack is because most people don't like email. I personally don't like email, and most things are just quick communications. So rather than giving out your cell phone number, rather just do it in Slack. And then there's also a history so you can search Slack. So if you forgot, hey, what was that password I asked for, for that Wistia account? You can just search Wistia. You find it in your conversation.