Nowadays, with the amount of information and data we need to process and analyze in companies, it is complicated to follow everything all the time. It is in this sense that online tools and services for management can help managers in their challenges in search of efficient management of resources and processes that are part of your business.
Considering the current competitive market, we know that companies need to seek more efficiency and productivity so they can put themselves ahead of their competitors. Therefore extracting maximum results in all sectors and processes of your company is critical.
There are robust management solutions like ERPs, which are quite complex and demand high investment, so they may not be the best option for small and medium -sized companies.
For SMEs the best alternative is to use services focused on serving sectors and specific needs of your business, such as financial part, sales, task control, customer service, file storage and technology and internet resources.
Using specialized solutions is a way to optimize tasks and enhance results in all areas of your business. To assist in your analysis, we list online tools specializing in different areas and sectors of your company, which can help you have efficient and results management in your business.
So let's look at the service options for each of the areas:
Financial management
ContaAzul
OCTAAZUL one of the best and best known financial management systems for micro and small businesses. With the service it is possible to control financial movements, sales, inventory and issue an electronic invoice without complication and for a fair price. In addition, it has good service and customer support by phone, email and chat, including your subscription.
Nibo
To do financial management you can also count on Nibo , software that is synonymous with simplicity. It is available to both companies and accountants and has over 50,000 customers, offering tranquility through features such as: Invoice issuance, issuance of bank slips, cash flow, bank reconciliation and accounting integration. The investment is slightly below the account , depending on the contracted plan.
Zeropaper Quicks
Initially known as only zeropaper , QuickBooks is a tool for those looking for a practical and affordable solution, as it has a strong differential in values, without leaving something to be desired in available resources. If you are looking for a lower investment solution and without the need for prepared resources, it is certainly an excellent alternative.
Controlle
Controlle Organizze Personal Finance Manager . It is another tool with prominence in simplicity, with intermediate values between zeropaper and Nibo/ContaAzul .
There are numerous alternatives of financial management services, the ideal is to understand your needs well and from this evaluate the benefits and the best investment return relationship among the available alternatives.
Project management and tasks:
Runrun.it
Runrun.it is a complete solution for project management, tasks and workflows, allowing you to track the time spent by the team on each task and view management reports that allow a complete view of the progress of activities . It has the test option for 14 days for evaluation, after this period it is necessary to purchase a paid plan.
Trello
Possibly Trello is the most used tool in the world by companies for process and task management, due to its simplicity and practicality. The service is based on work frames where it is sufficient to define the flow of processes and tasks to be performed, organizing each task by responsible and related area. In its free version it is possible to control with the available features, advanced features are available in paid versions.
Accelerato Projects
This is a tool developed by Bluesoft , which allows complete project management and task distribution by team, as well as reports with the progress of activities. It has only the test option for 15 days, without free plan, and the investment is close to other alternatives, always with values based on the number of users.
For project management, we have even more options available for all tastes and needs. Again, evaluate the benefits and choose the one that best fits your needs. Usually simple solutions are the best option for which it is starting.
Document and file management
Cloud file storage is already a reality in most companies, as there are many benefits, as there is no need for investment in file and backup servers, for example. In addition to the practicality of having the files available at any location or device.
Dropbox
With Drop box You can save the cloud files and access anywhere. The service is a safe way to store and share files. And to make it easy to use it is possible to install an application that can be installed on computers or mobile devices. There is an option for use at no cost with available space limit and paid plans according to the necessary storage capacity.
Google Drive
Drive Google 's storage solution , so it needs no presentation . In addition to the ease and practicality of use, a great advantage is the possibility of creating and editing documents, spreadsheets and online and shared and collaborative presentations among various users. It has integration with your Google and allows access via application. In the free level the storage limit is 5GB, from this there are different options according to the necessary space.
Sales Management
Customer Relationship Management tool to manage the sales funnel of salespeople, think about it as a priority!
Pipedrive
Pipedrive one of the main CRM available in the market, having over 50,000 customers worldwide. Its main feature is the practicality with which the platform allows the management of sales flow and tasks to be performed by sellers, combined with complete management features. It also has a sales monitoring app on mobile devices. The available values and plans are accessible, considering the benefits and compared to other alternatives.
Salesforce
Salesforce is a reference between sales management tools as it is precursor in many sales management concepts and develops innovative management applications . Because it is a more complete and robust tool, it is focused on companies that require more features and have more budget available.
Scabbling
Agendor is a totally Brazilian solution, which leaves nothing to be desired compared to the most used tools in the world, such as the pipedrive . It stands out for its simplicity and has complete features, as well as providing application via mobile device. The values are very competitive, so it is a good alternative to be analyzed. It also has a free version for up to 2 users.
Other alternatives that can be evaluated are Sugar CRM , Zoho CRM and the free Hubspot CRM .
We also have dozens of solutions available on the market, so analyze the pros and cons of each options and get the one that best suits you.
Internal Communication Management:
For communication between teams and employees, there are many ways to solve this need, from traditional email, to online conversation tools or corporate intranet. The important thing is to allow and encourage this communication and especially the exchange of knowledge among employees.
Slack
It is worth highlighting Slack as a tool for communication between teams. The service allows the exchange of messages based on teams and channels of interest, as well as direct conversation between members of each team. It is still possible to send files, seek in the history of messaging and integration with numerous other online services. Each user can be part of various teams and access can be via website, desktop or mobile application. Best of all, your business can use all this at no cost, charging is only required for advanced resources and larger teams.
This does not require presentation as it is used by the vast majority of internet users. If it is used as a communication tool between employees, it is important good guidance so that it does not become a channel of unnecessary conversations and outside the scope of work.
Another good option is Skype , which in addition to being able to talk internal, can be used for communication with customers and suppliers.
Customer service management
For customer service and support we also have dozens of services available. If this service is a relevant activity for your business, it is important to evaluate solutions that have resources that allow good service, as a poorly served and dissatisfied customer is certainly one of the last things you want for your business.
Depending on the business, the service can be performed by email and telephone, in this case it is important to provide communication channels and return all contacts quickly. It is also necessary that the calls are stored so that the manager can track the quality of care and correct failures when necessary.
Helpdesk solutions can also be great alternatives, some of the best known and used on the market are Zendesk and FreshDesk .
Information Management:
It is common to have ideas or find useful content throughout the day and for lack of registration ending up forgetting everything. To solve this problem, Evernote is excellent, as it is possible to store notes, internet addresses, audios, videos, images and everything that has some relevant content for you and your business.
Marketing Management:
We know that the concept of marketing is quite comprehensive, as it includes all form of communication your company makes towards the market and its customers. That's why we will lists some alternatives for some of the forms and channels used today on the internet for companies:
Social media
Email Marketing
Digital Marketing
When it comes to marketing, each disclosure channel has different forms of management. So that you may have good results, it is suggested to prioritize some channels and tools to be used to extract as much as they can contribute to your business.
Internet Management:
Not least, it is to manage the use of the internet in your company, considering the relevance that this feature has in the execution of activities by the team and operation of the systems used by the company. Navigation control also avoids the loss of focus and waste of employees.
Lumiun Tecnologia is an excellent option to make the use of the internet safer and more productive in your business. Because it is a service of easy installation, simplified management and demand low investment, unlike other solutions available in the market that require high investment with server acquisition and maintenance, as well as highly specialized technical professionals.
Finally, we can conclude that there are excellent online service options that allow you to optimize your business management in all sectors.
As has been said, efficiency and productivity today is a differential for companies and good results are generated with dedication, intelligence and also with the contribution of tools that can facilitate the management of your business. Therefore, in each area or need your company has, consider using online services to improve your management, analyze alternatives, evaluate the return on investment and invest in the best option.
We hope the article has been useful. If you use or recommend other tools for the areas covered in the article, please share with us in the comments!
Thanks for the quote to Runrun.it, Cledison! Just one correction: it is free for up to 14 days, then you need to purchase a paid plan.
Hugs!
Hi Laura! Certainly, it was corrected in the article, mentioning the test option and the need for hiring.
Hug!
Thanks! 🙂