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Software Recommnded for Business Owners
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Software Recommnded for Business Owners

  #1 (permalink)
Market Wizard
Boca Raton
 
Futures Experience: Advanced
Platform: Variety
Broker/Data: Optimus Futures, LLC
Favorite Futures: Futures
 
mattz's Avatar
 
Posts: 2,059 since Sep 2010
Thanks: 1,933 given, 2,786 received
Forum Reputation: Legendary

Software Recommnded for Business Owners

Hello Guys,

If you are a business owner, tech guy, marketer, etc please share what software you use day to day in order to make your business more efficient. Software, apps, an other devices expand exponentially, so it is hard to keep with it all.
Please share software you have practical experience with, and what achievements you had with it.

Matt

PM with any questions about optimusfutures (800) 771-6748 (561) 367 8686. THERE IS A SUBSTANTIAL RISK OF LOSS IN FUTURES TRADING.
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  #2 (permalink)
Elite Member
Manchester, NH
 
Futures Experience: Beginner
Platform: thinkorswim
Broker/Data: TD Ameritrade
Favorite Futures: Stocks
 
Posts: 902 since Jul 2012
Thanks: 603 given, 1,785 received

As I promised to get the ball rolling with you...

I've been working on a client platform for reporting trading results. The requirement was a web browser app that has a platform-agnostic appearance - you can access it easily on a mobile device. Had good success using Polymer + Semantic UI + React + Flux frameworks. Unfortunately design is a skill lacking from most developers, so I hadn't been able to roll the final product just yet for aesthetic reasons.

@Big Mike Is there a calendar app that you use together with Roundcube?

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  #3 (permalink)
Elite Member
Austin, TX
 
Futures Experience: Intermediate
Platform: F-16CM-50
Favorite Futures: JDAM
 
tturner86's Avatar
 
Posts: 5,784 since Sep 2013
Thanks: 9,849 given, 11,160 received
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I use:

Wunderlist for task management, I have it on my computer, phone, and tablet. Allows me to create a simple task list that I execute daily.

I use Hootsuite to manage all of my businesses social media profiles as well as client accounts. Great features and easy to use.

I use Seomoz for search engine optimization for client websites, I use spyfu and semrush for Adwords for clients.

I use quickbooks online for accounting. I use a mix of Square, Stripe, Paypal, Chase Quickpay, and Quickbooks payments to collect fees from clients.

I use Adobe Creative Cloud which gives me access to photoshop and other design software on any computer.

I use Dropbox to show files. I use basecamp as project management.

Overall it has taken me almost 5 yrs to get the right mix of SaaS that allow me to operate.

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  #4 (permalink)
Market Wizard
Boca Raton
 
Futures Experience: Advanced
Platform: Variety
Broker/Data: Optimus Futures, LLC
Favorite Futures: Futures
 
mattz's Avatar
 
Posts: 2,059 since Sep 2010
Thanks: 1,933 given, 2,786 received
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artemiso View Post
As I promised to get the ball rolling with you...

I've been working on a client platform for reporting trading results. The requirement was a web browser app that has a platform-agnostic appearance - you can access it easily on a mobile device. Had good success using Polymer + Semantic UI + React + Flux frameworks. Unfortunately design is a skill lacking from most developers, so I hadn't been able to roll the final product just yet for aesthetic reasons.

Is this something that would benefit retail traders? , and what additional features have you added?
We do have access to interface design guys, and I think that we did a good job with Sierrachart navigation bars.
After we rollout our new site, I would be more than happy to collaborate if appropriate.

I have a screen shot in terms of what we did, just in terms of reference.
At the top you have our design for our customers, and below is the native design.

Please register on futures.io to view futures trading content such as post attachment(s), image(s), and screenshot(s).

Hope to help you to complete. You can PM me any time if you wish.


Matt

PM with any questions about optimusfutures (800) 771-6748 (561) 367 8686. THERE IS A SUBSTANTIAL RISK OF LOSS IN FUTURES TRADING.
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  #5 (permalink)
Elite Member
Buenos Aires Argentina
 
Futures Experience: Advanced
Platform: NT, MT4, Sierra
Favorite Futures: S&P, Bonds, Crude, FX
 
Posts: 250 since Sep 2014
Thanks: 37 given, 239 received

Mattz,

We have some PE investments in businesses, I'd say the most interesting software we've rolled out lately has been Moxtra and/or Hipchat. This has been primarily as a replacement for silly minor one liner emails and SMS to centralize the hub for a team's communication instead of the normal massive chain of CC'ed emails. It's also been great for proofing images/documents. And more importantly, it's free!

We have a love/hate relationship with Salesforce, but I"m sure you probably already have some exposure to that as a CRM.

Culture Index for personality profiling on jobs has been superb.

Lastely, Klipfolio has been interesting for dashboards.

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  #6 (permalink)
Market Wizard
Boca Raton
 
Futures Experience: Advanced
Platform: Variety
Broker/Data: Optimus Futures, LLC
Favorite Futures: Futures
 
mattz's Avatar
 
Posts: 2,059 since Sep 2010
Thanks: 1,933 given, 2,786 received
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MacroNinja View Post
Mattz,

We have a love/hate relationship with Salesforce, but I"m sure you probably already have some exposure to that as a CRM.

Thanks you for sharing your experience. Yes, we do have exposure to salesforce.
But, we have worked with a team that has customized it for us about seven years ago, and since then it has been fine. You can customize reports, dashboard, fields, etc.

Like all consultants ask for previous work, and compare prices.

Matt

PM with any questions about optimusfutures (800) 771-6748 (561) 367 8686. THERE IS A SUBSTANTIAL RISK OF LOSS IN FUTURES TRADING.
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  #7 (permalink)
Elite Member
Buenos Aires Argentina
 
Futures Experience: Advanced
Platform: NT, MT4, Sierra
Favorite Futures: S&P, Bonds, Crude, FX
 
Posts: 250 since Sep 2014
Thanks: 37 given, 239 received

@ Matt, therein lies the hate part of the love/hat relationship with SalesForce! Lol. You're right, after paying for the customization, it works, but then you're stuck with a very sticky relationship making it hard to switch platforms after the large sunk costs, yet you're continually in a cycle for building something you don't technically own to keep the platform evolving to meet new needs.

We've tried exploring some open source platforms without much success yet, but the thought process is probably an eventual migration off sales force to one of the new open source platforms some additional development on top of it so we're not getting bled dry on the subscription costs of SalesForce.

Too bad ACT couldn't get it's act together. (Pun intended. =) )

PS Moxtra is developed by the former WebEx founder. Very interesting platform across mobile and desktops for group communication and chats. We like it a lot better than Google Hangouts. But in general, not a fan of the Google Apps ecosystem.

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  #8 (permalink)
Market Wizard
Boca Raton
 
Futures Experience: Advanced
Platform: Variety
Broker/Data: Optimus Futures, LLC
Favorite Futures: Futures
 
mattz's Avatar
 
Posts: 2,059 since Sep 2010
Thanks: 1,933 given, 2,786 received
Forum Reputation: Legendary


MacroNinja View Post
@ Matt, therein lies the hate part of the love/hat relationship with SalesForce! Lol. You're right, after paying for the customization, it works, but then you're stuck with a very sticky relationship making it hard to switch platforms after the large sunk costs, yet you're continually in a cycle for building something you don't technically own to keep the platform evolving to meet new needs.

We've tried exploring some open source platforms without much success yet, but the thought process is probably an eventual migration off sales force to one of the new open source platforms some additional development on top of it so we're not getting bled dry on the subscription costs of SalesForce.

Too bad ACT couldn't get it's act together. (Pun intended. =) )

PS Moxtra is developed by the former WebEx founder. Very interesting platform across mobile and desktops for group communication and chats. We like it a lot better than Google Hangouts. But in general, not a fan of the Google Apps ecosystem.

I fully understand the dilemma. Since we are on a trading forum, I will use the trading platform analogy.
Many traders buy life time licenses and all the add-ons, just to discover that it adds very little to their trading knowledge and their bottom line. However, due to the sunk costs they do not want to par with the existing, or start over, or for that matter even acknowledge that a change is necessary. If it does not work, it does not work. period.

Back to topic. ACT, that was my first software CRM. I used in when I started in the business, while all my colleagues preferred to use manual solutions. It was a blessing, But, I gave up on them over a decade ago. They just could not keep up.

I do like salesforce a lot, and many you just have to supplement it with another software that will achieve your goals.
Maybe something like HIghriseHQ? We find that at times supplementing one software with another could achieve your goals.

Matt

There is a substantial risk of loss in futures trading. Past performance is not indicative of future results.

PM with any questions about optimusfutures (800) 771-6748 (561) 367 8686. THERE IS A SUBSTANTIAL RISK OF LOSS IN FUTURES TRADING.
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  #9 (permalink)
Site Administrator
Manta, Ecuador
 
Futures Experience: Advanced
Platform: My own custom solution
Favorite Futures: E-mini ES S&P 500
 
Big Mike's Avatar
 
Posts: 46,240 since Jun 2009
Thanks: 29,352 given, 83,231 received


artemiso View Post
@Big Mike Is there a calendar app that you use together with Roundcube?

Roundcube supports iCal and CalDAV, you can sync your gmail calendar etc.

Mike

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  #10 (permalink)
Elite Member
Cincinnati Ohio
 
Futures Experience: Intermediate
Platform: NinjaTrader
Broker/Data: Futures Broker
Favorite Futures: AUD
 
Silver Dragon's Avatar
 
Posts: 1,597 since Feb 2011
Thanks: 3,860 given, 3,318 received


Microsoft Dynamics CRM is a viable alternative to SalesForce. In many ways it's better. When my company evaluated SalesForce vs Dynamics we found SalesForce had a lot of $$ gotcha's beyond the initial purchase. Cost per user license was significantly cheaper vs SalesForce. 99% of the customization can be done in house without relying on Microsoft. Obviously you need a competent admin or 3rd party vendor. My company uses both. The customaztions to the user interface and user experience are done in house and data management and special customaztions which require coding are handled by the vendor.

CRM 2015 which is the latest version of dynamics has a lot of hooks into MS Office. Including Oulook integration along with Excel and OneNote.

Disclaimer: I do not work for or have any affiliation with Microsoft. Simply sharing my experiences.

Robert

nosce te ipsum

You make your own opportunities in life.
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