How the NetGalley team gets it done
At NetGalley, we think a lot about how to work more efficiently — how we can help publicity, marketing, and production teams minimize manual effort and maximize output, and how we can do the same for ourselves. Like our publishing partners, we are working on multiple projects, involving different teams coordinating with one another. We just launched We Are Bookish, are building backend support for full audiobooks, and working on some big changes to making accessing books on NetGalley even easier.
As a fully remote team, we can’t just peek our heads into someone’s office to ask a quick question. Instead, we rely heavily on cloud-based shared tools to help us stay on the same page, on track with our roadmap, and in line with what our publishers need.
Here are some of the tools and programs that let us stay connected and on track with our goals. We hope that by sharing these tools, you might see something that can help you and your team work together even more efficiently in the new year.
The NetGalley team uses Smartsheet’s customizable spreadsheets and forms in a number of different ways. We use its spreadsheets to create our editorial, communications, and promotional calendars, to keep track of our own internal metrics, and to plan for conferences and events. We generate forms through Smartsheet to let publishers schedule marketing opportunities, as well as to log our own hours and expenses, and submit new ideas for feature developments. Because it is cloud-based, we never have to worry that we didn’t get emailed the most recent copy of a spreadsheet. We always know that we’re all using the most up-to-date information.
As a remote team, scheduled weekly and monthly calls help us stay connected to one another. We use Zoom meetings for our weekly all-team conversations, our communications and sales calls, our data calls, development calls, one-on-one meetings, and more. We also use Zoom to hold training and strategy calls with publishers and conduct webinars. Zoom lets you record any call or webinar, so we can save development and planning calls for posterity or in case anyone is out of office so that we can share webinars for anyone who wants a recording. One interesting fact about how NetGalley uses Zoom, though, is that we never use the video functionality! Plenty of teams, especially remote teams, rely on video conferencing to see each other’s faces, but we find that we’re able to get that same collegial energy with audio alone.
Like 150k other companies in over 190 countries, NetGalley uses tools from software developers, Atlassian. We use Jira and Confluence for project management and for sharing internal documentation, respectively. Amanda Delatorre, QA Manager, works with the development team as well as the member- and publisher-facing teams to prioritize our development schedule, test new features, and document any issues along the way. Jira and Confluence are crucial to her work. “We use Jira to keep track of technical requirements, to schedule and assign the work to developers, and to show what phase the feature is in (up next, in development, ready for testing, completed). The scheduling is useful for keeping new feature development on track, but it is also an excellent way to keep the entire development process transparent for everyone else at the company who may find technical requirements intimidating. We use Confluence in conjunction with Jira in many ways, but, for me, it is most useful as a documentation repository. When a new feature is being developed and tested, we keep detailed notes around the rules and suggestions on how to use the feature, which we publish to Confluence for the rest of the team so there is never any question about how something is intended to work or what the rules are around the feature, and there is always a place to refer back to.”
Because we share access to websites, platforms, and tools across teams, we need to have a secure place to store shared passwords. Passpack allows us to share passwords with each other securely, and to generate new strong passwords whenever we make new accounts or profiles. Plus, having a shared password manager lets us cut down on emails or Slacks asking one another for login information. If you don’t already use a password manager for your professional or personal life, this article from Wirecutter might change your mind.
We are big fans of this instant messaging service. Having an instantaneous way to chat with one another cuts down on our inbox clutter and speeds up communication. With Slack, we can direct-message one another, create topic channels with multiple team members, and group chat to brainstorm with one another. Also, as a remote team we do sometimes miss the water cooler conversations that happen in physical offices. That’s why we have channels dedicated to non-work talk within Slack!
SugarCRM is how we keep track of our relationships with current and prospective clients. We can see which of our contacts work for which publisher, what their roles are, who our point people are, and what our communication histories are with them. We can archive email conversations to SugarCRM, which lets the team understand any relevant historical background to our relationships with publishers. For Katie Versluis, Sales Associate, SugarCRM is essential. “It is an absolute lifeline for me, as someone whose job is focused primarily on customer management. I look at it as a relationship building tool, since it allows us to easily and effectively stay in touch with our clients in meaningful ways. The email archiving system and the ability to collect notes about each account is crucial for us a team– we can sort through years of history with a client at the click of a button, which helps us do our jobs much more effectively. It also allows us to set reminders for ourselves to check in with a publisher we haven’t heard from in a while, or to send a friendly email to a prospective client who expressed interest in our service. It’s important to us to deliver a high level of customer service, and SugarCRM helps us do that.”
Online To-Do lists
The NetGalley team loves a list. And while a few of our team members use physical calendars and paper to-do lists, most of us are deeply devoted to one online to-do list or another. Several of us are fans of TeuxDeux, which lets you set recurring tasks and create ongoing project lists in addition to daily task lists. Others swear by Todoist. Dana Cuadrado, Social Media & Administrative Assistant, is a Todoist devotee. “The productivity nerd in me loves Todolist for all of the options it gives users. I can nest different items on my list, especially helpful when I have a specific idea for upcoming social content. I love that it tracks how many items you check off via specific date so you can see what days you’re most busy on. There are even more options that I don’t specifically use like setting high priority items or sending to-do agenda items to other team members.”
We use Zendesk to communicate with our communities. On Zendesk, we host Knowledge Bases for both our members and our publishers. These Knowledge Bases have our FAQs about everything from which devices members can use to read books from their NetGalley accounts to how publishers can get the most out of the reports available to them. We also use Zendesk to conduct member support. One major benefit for publishers and authors listing their books on NetGalley is that we handle all troubleshooting and support inquiries from members accessing their books.
Alicia Schaefer, Customer Service and Community Assistant, uses Zendesk to conduct that support. ”Our goal is to make sure any question or concern is solved in a manner that is quick and efficient but is also satisfactory for the person writing in and for the support member. Zendesk helps us accomplish these goals by providing a versatile platform that allows customizable, time-saving automation options as well as advanced reporting features and member and publisher-facing knowledge bases. My favorite feature is the ability to create ‘Problems’ and ‘Incidents’ where all tickets relating to one type of issue can be grouped together easily. This can be a huge time-saver when it comes to locating and following-up with members in a timely manner!”
Camtasia: Create instructional and strategy-based videos
Canva: Generate images and infographics for social media, email, blog posts
Dropbox: Share documents internally
Google Suite: Email, calendars, collaborative document editing
Let us know what tools you use in the comments or by emailing us at firstname.lastname@example.org. We’re always looking for new ideas!