If customer loyalty is a topic that is close to your heart, consider a business management software that has a CRM module. Thus, you can check phoning and emailing operations at any time , and follow your usiness opportunities closely. Your profile and your main activity To make the right choice, you must prepare your “identity card”. This presentation allows your contacts to situate you in their product ranges and to advise you more quickly. You will also be asked to provide your company name, sector of activity, workforce, number of users, method of distribution, etc.
Indeed, some business management solutions are dedicated to the needs of very small businesses, and others are geared towards SMEs. There is also software adapted to the specific needs of construction companies, the provision of services, manufacturing, automotive mechanics, etc. When you write your specifications, note your main activity, and all the Ghana Email List of your company. Also take into account your legal specificities. In particular, list the VAT rates you need on your invoices. If you sell abroad, your sales management solution will have to adapt to sometimes specific taxes, and be able to include additional mandatory information.
What are the criteria for choosing your business management software?
It is also important to take into account the possibility of managing recurring invoices if you need them (for subscriptions for example), or progress invoices (if you manage projects, or services invoiced step by step. ).Useful integrations Whatever the functionalities of your sales management tool, it will certainly need to be linked to other IT tools. If you use the services of an accountant, make sure that your business management software is compatible with his, and that he can easily integrate your data into his software. If you have other management tools internally (CRM or accounting in particular), also make sure that your commercial management solution can be easily synchronized with other software.
If you use mobile devices (smartphones or tablets) to manage your business, check that the chosen usiness management tool will have a mobile application. If the use of mobile devices is frequent in your company, the interface of your commercial management software must be pleasant and easy to use. Also consult our comparison of the best accounting tools recommended for VSEs and SMEs . Your technical and budgetary constraints There are many factors that determine the choice of business management software. We cite : The more important and specific your technical needs, the more expensive the necessary solution could be.
Choose software according to your needs
Multi-user software, with a large database to recover, and advanced functional needs will obviously cost more than simple single- user billing software . Your budget envelope should match your requirements. Your IT park For successful hosting, consider defining the state of your IT infrastructure. The same goes for the resources that maintain your fleet as well as the equipment used by your employees. Detail precisely on how many workstations you will need to install the solution, and the number of users you need (these two figures may vary, for example if your employees use a landline and a mobile device). Take into account the operating systems used internally (Windows and / or Mac for example), and their versions (Windows 8, Windows 10, etc.).
Most management solutions vendors today offer software in SaaS mode that only requires an internet connection to be used. This choice seems quite wise because it saves you a too tedious installation internally, compared to software installed directly on your workstations. In addition, you are free to change all or part of your IT equipment at any time, without having to reinstall your management system. Access to a hotline It is important to verify access to a hotline (telephone assistance). Check that it is dedicated to users and also make sure that it is responsive. Ideally, the software publisher offers training tailored to each user.
Access to a knowledge base is also important, as it usually allows you to quickly find solutions to problems associated with the use of business management software.