Cloud software for [growing] businesses

Small Business Management Software And Why You Need It

Small business management software is the most important tool in your business. Whether you are just starting out on a new venture as a “freelancer”, handle a part-time business with one or two staff or are ready to move up to a level of full time employment and hire more staff, it makes sense to begin now to choose a platform that meets your present and future needs.
Maybe you started out with just a financial spreadsheet, or you were the only “sales force” and felt you could keep it all in your head, juggling customers and projects. Perhaps it is getting a little more complicated than you thought it would be and are buying one software solution after another.
If trying to integrate them all into a comprehensive database is becoming very frustrating and expensive, it might be time to find a service business software tool that combines your Customer Relationship Management (CRM) with your projects and your billing, all in one system. If you recognize that you need a comprehensive small business management software system here are several things you need to know:

  • Before you invest in software, find one that gives you a trial period that lets you get comfortable and if you are not satisfied, lets you take your input data with you.
  •  Look for a comprehensive small business management software that is subscription based on a month-to-month fee base with no contract, no set-up fee and will allow you to increase your storage capacity as you grow.
  • You should be able to access your information from any internet connection, and your software must have upgradeability in order not to become obsolete.
  • Make sure the software allows you to seamlessly integrate your customers’ needs with your ability to contact and inform them in a timely manner and easily allows you to collaborate with them on their projects.
  • Your Software should give you an overview of the projects, how much time you are spending on each one, whether you are undercharging and give you a basis for future quotes and product pricing. This allows you to manage your time better and ensure your quotes reflect your actual work.
  •  If you have a “team” be sure that you can keep them up to date and informed about every project, every problem, every contact, without having to sit everyone down on a day-to-day basis taking time away from the actual business by allowing them to review the online progress of their projects without you.
  • Make sure the total platform supports your project pricing by integrating inventory, invoicing (accounts receivable) and bills to be paid (accounts payable) in a timely manner with real-time reports on job profitability.
  • Find small business management software that gives you a single, secure system that automates key tasks, work-flow calendars, time-tracks, follows up on new sales or project leads and provides client-access to a special project timeline for your client to have confidence in your attention to their project.
  • Many small business management software packages require some double entry to interface the programs- avoid these at all costs. Time is money!

The most important thing to look for in picking your small business management software is to keep your clients and customers happy. Without them, you have no business. If you choose the right system your business relationships will be invaluable and stress-free and you will enjoy working with your clients and customers.

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