from The National Federation of Independent Business
By: Karen Sams
Technology can provide your team with the motivation boost they need to stay on track this year
The New Year is a great time to assess your business’s processes and set new goals for the coming year. These tools can help you set new goals and track your team’s progress.
Customer relationship management software
Most CRMs provide opportunities to track progress toward leads, sales, and follow-ups with clients and customers. They also allow multiple team members to update information about the same customer to stay on the same page. Salesforce, Zoho, Apptivo, and SugarCRM are all options that small business owners cite as top choices.
“These apps are all CRM platforms where one records all details about clients, services, and payments,” says Reuben Kats, an account manager at GrabResults LLC in North Hollywood, California. “This way everything goes through a network of people where everyone is following the tasks (or some people are) depending who is assigned each task and who the project managers are.”