NexusFi: Find Your Edge


Home Menu

 





Software Recommnded for Business Owners


Discussion in Off-Topic

Updated
      Top Posters
    1. looks_one mattz with 5 posts (4 thanks)
    2. looks_two artemiso with 3 posts (2 thanks)
    3. looks_3 MacroNinja with 2 posts (4 thanks)
    4. looks_4 MrYou with 1 posts (1 thanks)
      Best Posters
    1. looks_one tturner86 with 5 thanks per post
    2. looks_two MacroNinja with 2 thanks per post
    3. looks_3 Big Mike with 2 thanks per post
    4. looks_4 mattz with 0.8 thanks per post
    1. trending_up 2,912 views
    2. thumb_up 19 thanks given
    3. group 8 followers
    1. forum 14 posts
    2. attach_file 1 attachments




 
Search this Thread

Software Recommnded for Business Owners

  #1 (permalink)
 
mattz's Avatar
 mattz   is a Vendor
 
Posts: 2,493 since Sep 2010
Thanks Given: 2,440
Thanks Received: 3,789

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

Trading futures and options involves substantial risk of loss and is not suitable for all investors. Past performance is not necessarily indicative of future results. You may lose more than your initial investment. All posts are opinions and do not claim to be facts. Please conduct your own due diligence. Use only Risk capital when trading Futures.
1 800 771 6748 local 561 367 8686 email [email protected]
Started this thread Reply With Quote

Can you help answer these questions
from other members on NexusFi?
ZombieSqueeze
Platforms and Indicators
NexusFi Journal Challenge - April 2024
Feedback and Announcements
My NT8 Volume Profile Split by Asian/Euro/Open
NinjaTrader
Request for MACD with option to use different MAs for fa …
NinjaTrader
 
Best Threads (Most Thanked)
in the last 7 days on NexusFi
Retail Trading As An Industry
58 thanks
Battlestations: Show us your trading desks!
55 thanks
NexusFi site changelog and issues/problem reporting
48 thanks
What percentage per day is possible? [Poll]
31 thanks
GFIs1 1 DAX trade per day journal
29 thanks

  #2 (permalink)
 artemiso 
New York, NY
 
Experience: Beginner
Platform: Vanguard 401k
Broker: Yahoo Finance
Trading: Mutual funds
Posts: 1,152 since Jul 2012
Thanks Given: 784
Thanks Received: 2,685

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?

Reply With Quote
  #3 (permalink)
 
tturner86's Avatar
 tturner86 
Portland, Oregon
 
Experience: Intermediate
Platform: F-16CM-40
Trading: GBU-39
Posts: 6,191 since Sep 2013
Thanks Given: 10,459
Thanks Received: 12,695


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.

Visit my NexusFi Trade Journal Reply With Quote
The following 5 users say Thank You to tturner86 for this post:
  #4 (permalink)
 
mattz's Avatar
 mattz   is a Vendor
 
Posts: 2,493 since Sep 2010
Thanks Given: 2,440
Thanks Received: 3,789


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.


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


Matt

Trading futures and options involves substantial risk of loss and is not suitable for all investors. Past performance is not necessarily indicative of future results. You may lose more than your initial investment. All posts are opinions and do not claim to be facts. Please conduct your own due diligence. Use only Risk capital when trading Futures.
1 800 771 6748 local 561 367 8686 email [email protected]
Started this thread Reply With Quote
The following 2 users say Thank You to mattz for this post:
  #5 (permalink)
 MacroNinja 
Buenos Aires Argentina
 
Experience: Advanced
Platform: NT, MT4, Sierra
Trading: S&P, Bonds, Crude, FX
Posts: 250 since Sep 2014
Thanks Given: 37
Thanks Received: 256

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.

Reply With Quote
The following 2 users say Thank You to MacroNinja for this post:
  #6 (permalink)
 
mattz's Avatar
 mattz   is a Vendor
 
Posts: 2,493 since Sep 2010
Thanks Given: 2,440
Thanks Received: 3,789


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

Trading futures and options involves substantial risk of loss and is not suitable for all investors. Past performance is not necessarily indicative of future results. You may lose more than your initial investment. All posts are opinions and do not claim to be facts. Please conduct your own due diligence. Use only Risk capital when trading Futures.
1 800 771 6748 local 561 367 8686 email [email protected]
Started this thread Reply With Quote
  #7 (permalink)
 MacroNinja 
Buenos Aires Argentina
 
Experience: Advanced
Platform: NT, MT4, Sierra
Trading: S&P, Bonds, Crude, FX
Posts: 250 since Sep 2014
Thanks Given: 37
Thanks Received: 256

@ 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.

Reply With Quote
The following 2 users say Thank You to MacroNinja for this post:
  #8 (permalink)
 
mattz's Avatar
 mattz   is a Vendor
 
Posts: 2,493 since Sep 2010
Thanks Given: 2,440
Thanks Received: 3,789


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.

Trading futures and options involves substantial risk of loss and is not suitable for all investors. Past performance is not necessarily indicative of future results. You may lose more than your initial investment. All posts are opinions and do not claim to be facts. Please conduct your own due diligence. Use only Risk capital when trading Futures.
1 800 771 6748 local 561 367 8686 email [email protected]
Started this thread Reply With Quote
The following user says Thank You to mattz for this post:
  #9 (permalink)
 
Big Mike's Avatar
 Big Mike 
Manta, Ecuador
Site Administrator
Developer
Swing Trader
 
Experience: Advanced
Platform: Custom solution
Broker: IBKR
Trading: Stocks & Futures
Frequency: Every few days
Duration: Weeks
Posts: 50,322 since Jun 2009
Thanks Given: 33,143
Thanks Received: 101,477


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

We're here to help: just ask the community or contact our Help Desk

Quick Links: Change your Username or Register as a Vendor
Searching for trading reviews? Review this list
Lifetime Elite Membership: Sign-up for only $149 USD
Exclusive money saving offers from our Site Sponsors: Browse Offers
Report problems with the site: Using the NexusFi changelog thread
Follow me on Twitter Visit my NexusFi Trade Journal Reply With Quote
The following 2 users say Thank You to Big Mike for this post:
  #10 (permalink)
 
Silver Dragon's Avatar
 Silver Dragon 
Cincinnati Ohio
Legendary Master Data Manipulator
 
Experience: Intermediate
Platform: TastyWorks / NT
Broker: TastyWorks /NT
Trading: FX, Stocks, Options
Posts: 2,107 since Feb 2011
Thanks Given: 6,422
Thanks Received: 5,238


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.
Visit my NexusFi Trade Journal Reply With Quote
The following user says Thank You to Silver Dragon for this post:





Last Updated on April 12, 2015


© 2024 NexusFi™, s.a., All Rights Reserved.
Av Ricardo J. Alfaro, Century Tower, Panama City, Panama, Ph: +507 833-9432 (Panama and Intl), +1 888-312-3001 (USA and Canada)
All information is for educational use only and is not investment advice. There is a substantial risk of loss in trading commodity futures, stocks, options and foreign exchange products. Past performance is not indicative of future results.
About Us - Contact Us - Site Rules, Acceptable Use, and Terms and Conditions - Privacy Policy - Downloads - Top
no new posts