5 essential digital management tools for SMEs

[jrineakter]

We are at a time when, thanks to the Internet, the barriers to entry for practically any type of business are very low and competitiveness is very high. In this scenario, SMEs that do not address their digital transformation have everything to lose, since to remain competitive they need to be more efficient. And to do so, they must automate processes. In this post we will talk about 5 digital tools that every SME should incorporate to automate processes, manage their business more efficiently, and not be left behind in the digital age.

What digital management tools do you need in your company?
1. Billing and accounting software
One of the departments that can benefit the most from the use of digital management tools is the financial or administration department. In many SMEs, Excel is still used to keep accounts , create and manage invoices, control expenses, create budgets, file taxes, etc. In terms of time, constantly switching from one tool to another is not exactly efficient. In addition, these tools are often poorly integrated with each other, so it is easy to lose information or not consider all the relevant data to generate financial reports and make decisions.

If you are an SME and want to integrate all financial and accounting information into a single platform , you should use an invoicing and accounting tool, with which you can keep your india number data company's accounting up to date with practically no effort, create invoices easily, perform bank reconciliations in a matter of minutes or file your taxes quickly and without complications.

Nowadays, almost all tools of this type are in the cloud, that is, they are software products that can be accessed from anywhere and at any time, as is the case with Holded . So there are no implementation costs. All you have to do to start keeping all your accounting organized on a single platform is to open an account .

2. CRM (software for the sales department)
Many sales departments in many SMEs still live in the analog era, with customer databases in Excel documents and sales processes that take too long, because they are poorly designed and not very automated.
To digitalize a sales department, the basic tool that every SME needs is a CRM ( Customer Relationship Management) . Or in other words, software to manage relationships with your customers.
To be more specific, a CRM is a digital database of your customers in which you can see the entire history of the relationship of each of your customers with your company: when they first contacted you and through which channel (web, email, telephone), which salesperson attended to them, what needs they had, when the sale was closed, etc.
These digital customer management tools contribute to improving the relationship with customers, facilitate their loyalty and allow you to quickly detect new business opportunities. On the other hand, their use also improves the internal management of the department itself.
Some of the most popular are Salesforce or Forcemanager . Both are cloud-based software solutions, so you don't have to waste time or money implementing them.