In business, productivity is key; yet many of the programs you use aren’t as optimized as you might want. Enter a slew of third-party apps that aim to add additional functionality to the software you use every day, making communication easier, giving you insight about your customers, and making managing your finances less tedious. Check out the following apps that integrate with Outlook, QuickBooks, Salesforce, SharePoint, and more.
Working with popular CRM tools like Oracle, Salesforce, and Sugar, Clicktools provides rich data on your contacts through surveys, call scripts, and analytics. It can handle phone or online surveys, help you create personalized and detailed call scripts, and update your contact database with the information you glean.
If you’re using Salesforce, Conga Composer will help you create documents and reports from your data — all without leaving the program. The app merges your data into Word, Excel, or PDF forms and lets you distribute your documents to whichever Salesforce contacts you choose.
Delve into your QuickBooks customer demographics with Customer Explorer by SpatialKey. The app takes your customer data and creates interactive reports that allow you to analyze who’s purchasing your products or services, where they’re located, and how your customer map has changed over time.
Integrating with Salesforce, Intuit Workplace, and WebEx Connect, DreamTeam Project Management software lets you share documents, track tasks, and manage timesheets and expense reports in a collaborative environment that helps streamline your communications and project management.
This handy Intuit Workplace app makes expense reporting easier — you can e-mail receipts, photograph them, or have them imported directly from your corporate credit card. It creates monthly reports for what each employee is owed, and it allows you to reimburse them online and send quarterly or year-end PDF statements to your accountant.
For smaller businesses, Google Voice is a great free solution for enhancing your phone service, whether you’re using Skype, VoIP, or standard mobile and landline phones. It lets you forward calls to multiple numbers, screen calls, send specific calls to voice mail, and even set business calling hours. You can also create unique voice mail messages for different groups of people and have your voice mails transcribed into texts.
If you’re finding it tough to save enough, budget properly, or keep track of all your finances — business or personal — Mint can help you consolidate your debts and assets and enhance the online banking and bill-pay services you use. Mint brings together your bank accounts, credit cards, investment accounts, and other assets, and it gives you spending warnings to keep you within budget. Recently acquired by Intuit, expect even more third-party integrations to come with programs like QuickBooks and TurboTax.
Increase Skype’s capabilities with these add-ons that create audio and video recordings of your conversations for you to use online or as references. These apps are as simple to use as pressing play, and they’ll let you share your conference calls, record interviews, and create podcasts right from Skype.
If you’re using Microsoft SharePoint to manage and share documents, you can increase your team’s efficiency with Vizit SP’s SharePoint Document Viewer. The app lets you view documents right in SharePoint without downloading them or worrying about whether you have the most up-to-date version. It also lets you annotate the documents, collaborate in workflows, and search your documents all within SharePoint.
In-company communication tool Yammer now integrates with Outlook, letting you view, post, and reply to your colleagues’ messages right next to your inbox. It’ll also show you your coworkers’ Yammer information while reading their e-mails, and it imports your Outlook contacts.