Do You Have Systems In Place To Run Your Business Efficiently?

Running a business is a full-time job. Remember the good old days when you would work for someone and they took care of everything? All you had to do is show up and start working. In contrast, you are now in charge and it is up to you to have an organized way to run your business daily. These are the systems, tools & processes you use to run your business. Here are a few categories to consider:

Customer Center - This is where all things customer related live. This is where the initial customer meeting is documented for each customer. If they were a lead that turned out to not be a good fit then you would document why. You should have a CRM tool to help manage this process along with standard operating procedures to follow so that consistency can be maintained. A good CRM tool to check out is Zoho CRM.

Office Management - The place where we do business has changed in 2020. Some people are working at a traditional office while other people are working remotely. No matter where you call the office it is important to establish a few processes that will help you to stay organized. Do you have a way to make & receive customer calls when you are out of the office? Do you have a standardized greeting to answer customer calls? Some good tools to check out for phone communication is Grasshopper or Google voice.

Running a business is a lot of work. It is helpful to minimize friction and maximize efficiency by taking a look at your current processes to see where you can make improvements.

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