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What is the best office software a freelance secretary should know?

the best office software a freelance secretary should know 


What is the best office software a freelance secretary should know - techipii


Hello, I hope you are well and today I find you in a new article.

  • Do you want to start as a freelance secretary or assistant?
  • What is the best office software you need to know after me?

From my experience, I have been a freelance secretary for 10 years and I can show you a bit of the software I had to use, which is the subject of this article.

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    What is the best office secretarial software?


    1. Microsoft suite or office automation


    First of all, it is important to master Microsoft Office suites, and when I say mastered, I put quotes (some points are important and some are very important).

    The Microsoft suite in my opinion is important:

    • Word.
    • Excel.
    • Powerpoint.

    Power Point is very important for all trainers, I use PowerPoint a lot, Word, Excel is very important for follow-ups, even if there is still plenty of software that makes it easier for you, there is always a need for Excel for analysis, etc...

    But when I say Office Suites, it's because today you have to master the Microsoft Suite as much as Google Office.

    I honestly and pretty much all of my clients, even if they use Microsoft Suite, they also use Google Suite at some point, it might just be Google Drive to share documents, but it can work with Google Drive.

    For example my main client, we used Google Drive to work on the website, we did the website brief and we wrote directly in the google drive, so you have to know that, for example, a person starts an entrepreneur, he needs a set of Microsoft, I'll tell him but take the google suite because it's enough.

    Really do not hesitate if you do not know the google suite I really invite you to take advantage of the pack that we present to you in the photo, do not hesitate to click to discover this software, to get started because I find that it is super important.


    OfficeSuite Home & Business 2021 Compatible with Word, Excel, PowerPoint & PDF for Windows - techipii




    2. Professional invoicing software


    The second point is the invoicing tools, I want to be clear, but you must know the principles, not the tools themselves. In other words, you must know that there are legal notices, for example, if there is a unit price that you multiply by a number of something and that gives a total price, you have to know that generally there is duty-free TTC, etc ...

    you need to understand how the billing software itself works, there is also a deposit history, a payment history, paid and unpaid, so that's important.

    I really invite you to master one or two software because you won't be able to know them all, and who cares because your client is already using it and hasn't waited for you to make invoices, so he will show you what is needed is that you know how it works and that after from one software to another it is almost always the same operation, so be reassured on this point.


    Express Invoice Software for Managing Invoices and Payments - techipii




    3. Project management software


    Then to know also according to me for a freelance secretary, it's project management software, I'm talking about Microsoft Professional Project, I use it a lot and honestly, I use it is, in fact, it's very simple of use.

    You must know other project management software, it will come little by little, you don't need to know by heart, but at least how it works if you use other new software You must know this software so that you can figure out what to do.


    Microsoft Project Professional 2019 - techipii




    4. Windows email software


    You must also understand how mailing software works, i.e. you must know what a campaign is, you must know what automation is, you must know that we can make segments, we can make groups, and what we do we can send emails according to the segments and groups, etc...

    You may have to use this type of software for a lot of different reasons, you don't necessarily have email marketing, so you really have to be careful.

    In my opinion, you should at least know how it works and not necessarily the tool, that's what I want to understand you and that you know when your client is going to tell you, for example:

    "But we're campaigning and adding subscribers to the May 10 meeting list".

    So being in agreement, we do a campaign, we do automation for the subscribers to the list, so we have to master the subject a little.





    Then it's not worth knowing everything, there is specific software but you can learn them as you go, where like project management very well, my clients there are some who use different software, you can't know everything, however, once you know a little bit about how it works and you know what it looks like, it's a lot easier to get to grips with a tool, that's also what you learned during your office training.



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    That's all I had to say to you on these points, especially don't hesitate to tell me if I forgot if there is office software that is causing you problems in the comments.


    Also, let us know in the comments what you think of all of this. Discuss the topic and let us know what you think about its software.


    • Did what I mentioned for example wanted to control or did not want to control?
    • What do you think of that?


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