This post is one in a series designed to help SME businesses benchmark their business and create a best practice business improvement plan across all of their business processes. You can find the links to the full series here.
What are the benefits of integrating business software solutions?
Most businesses run at least three different software applications to manage their daily operations. These might include finance, CRM, inventory or marketing. Software applications make business easier to the point that nowadays most businesses wouldn’t be able to operate without their applications. Integrating software applications maximises efficiency and reduces cost.
The main reason for software integration is to prevent duplicate data entry. For example, entering in client information into an accounting system and then having to re-enter the same information into a CRM system. Another benefit of integrated software is automated workflows that can be set up to operate between systems, automating business functions. For example, when you add a new client into your accounts system, they can be automatically added to your CRM which can fire off a welcome email.
How does your business measure up?
Review your business against this best practice benchmark now
BEST PRACTICE BENCHMARK: All of our software applications (marketing, sales, communication, operations, financial management etc) are integrated across all aspects of our business to maximise efficiency and reduce costs. #Technology #Systems
Here’s a checklist to help you determine how well your business is managing software integration.
- When entering in new client/customer data, we only need to enter it into one system and it automatically appears in our other systems
- We don’t need to manually re-enter any information into our software applications
- When purchasing software, we ensure it integrates with our existing software packages
- We have workflows in our software to automate repetitive business tasks
- All our software is cloud-based
About the SMART-Connect best practice IT systems and security advisor
IT Systems and Security Specialist
Damien Battersby is founder and managing director of Proactive IT Solutions, an IT company focused on helping business owners improve their bottom line through best practice technology. Over the past 15 years, Damien has worked with hundreds of small and medium business owners helping them get the best from their business through better technology.
By focusing on the business strategy and taking a proactive approach, Damien offers more to his clients, maximizing their business performance through their IT systems. His clients enjoy less downtime, higher returns on technology investments and more profits.
Along with technology, Damien is also passionate about business and particularly what he calls ‘Client Experience’. The theory behind this is that by focusing on delivering a consistently awesome client experience, you will have more loyal clients who spend more and never question your pricing. This of course translates to a better bottom line. Damien believes that by choosing the right technology, maximizing client experience can be systemized enabling a repeatable best practice “Client Experience”.