Many productivity “gurus” will talk about how important it is to be able to focus in order to get more work done. So, why do we have so many different applications to help you manage it all?
Consider all the applications you use – from email to documents to your CRM solution. Since today’s business is so focused on collaboration, chances are you also use some sort of collaboration tool for your projects – Slack, Trello, Evernote for Business, Asana, or one of a hundred others.
Using multiple productivity applications creates – rather than solves – productivity problems.
Challenge 1: Multiple Logins
When you use multiple productivity applications, you have to manage multiple logins, not to mention remember which solution you’re using for which project or team. You may be drafting an eBook in Evernote, working on a tradeshow in Trello, and overseeing a website project in Asana with the development team. How do you keep track of where you need to go to track your activities for the day?
Challenge 2: Data Security
When you’re using multiple systems, like in the example above, you’re also spreading your proprietary business data across all of those systems. Do you know the security parameters for each of the systems? How are they protecting your data? How often have they been hacked?
Challenge 3: Integration
When you’re working across those disparate systems, much of your data is stored in individual data silos. If you’re having meetings related to a customer account, and you keep meeting notes in an Evernote notebook, how do you find those meeting minutes from your CRM? Where are your stand-alone tasks that aren’t part of any of the projects we listed above?
Challenge 4: Technical Support
Many of these systems may not be supported by your IT team. This means that you’re either on your own for self-support, or you’re putting extra pressure on your team to support additional disparate systems. A recent article from Information Age warns against the app backlog facing IT departments as users are asking for support for additional disparate applications.
Based on these challenges, we created Productivity Fox. Productivity Fox gives you access to manage private notes (like Evernote), project boards (like Trello), to-dos (like Asana), as well as meeting minutes, all within the Salesforce platform. This platform integration ensures that you can access all of your data from one login while your data is securely stored in your Salesforce organization. There’s no need to worry about integration because it’s built on your CRM platform, so the integration is ready from the day you install. Plus, it takes a little pressure off your IT team to be able to manage access and rights directly from the Salesforce installation they already work with.