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Small business software is a "must-have" for enterprise management success. Sales, customers, human resources, projects, payroll, invoices, products, tasks, and more can be effectively planned, managed and analyzed with help of such software. Here's how small business applications can help you succeed in managing your small company.
Sales Tracking and CRM
Sales tracking defines a method of monitoring and reviewing things that have been added in your sales forecast. This forecast provides potential sales based on leads, orders, existing customer relationships, and other information. Sales tracking involves you in reviewing what has already happened as well as monitoring anticipated bargains. This activity doesn't need to be done manually; there is a better way. Small business software can help your small company grow and thrive through improving your sales, CRM and customer retention level.
Win-Loss Analysis
By conducting a win-loss analysis within your sales tracking process, you can gather important information about your sales force, customers, and products. This analysis lets you uncover underlying weaknesses in your offerings, identify improvement areas for your salespeople, and explore next big deals to chase.
First, you can gather sales reports from your personnel at weekly pipeline meetings to see what and why accounts are got away and what deals are won. Next, you can send a questionnaire to sales leads and then request a follow-up interview or phone call. In such a way you will analyze your current leads and explore prospecting opportunities. By using this information you can rank all leads by several levels, for example: Cold, Warm, and Hot. Next, you can send quotes or proposals to the "hottest" leads that demonstrate the greatest sales opportunities. Those leads that accept your proposals and purchase something will be qualified and their data will be added to your customer base. Other prospects that reject your offers are considered "lost" and should be disqualified.
Small Business Software for Sales and CRM
CentriQS provides a small business solution that can help you track sales leads and manage customer accounts. In this software you can use "CRM for Sales" database to manage and control the sales process, from creating client profiles, quotes and product catalogs to managing the data on your prospects, opportunities and orders. CentriQS lets you add customer contact information to the database, link orders, invoices and quotes to customer accounts, view which items in your product catalog are sold, qualify leads, track won and lost deals, and more. You get a complete, ready-to-use software solution to track sales and manage customer relationships of your small business.
Time Tracking for Project Management, Payroll and Billing
Time tracking allows monitoring and registering actual hours spent by each person working at a company. Time tracking data can be used for several purposes, including project management, payroll and billing. In this regard, the key advantage of time tracking is that accuracy is achieved in estimating schedules in projects, calculating remunerations for personnel and issuing invoices for clients. Small business software with functionality for accurate time tracking allows you to improve project scheduling, eliminate errors in payroll process, and get paid for all jobs accomplished for your clients.
Timer for Accurate Time Estimation
CentriQS provides an automated time tracking solution to log and view your actual time in just a few clicks. For every task on which you spend at least one minute CentriQS creates a time log, so you can be sure that your effort is taken into account, despite you work on a project, regular job or client order. The system works the way that you use click on Timer to start tracking your time. If you need to interrupt your task for some reason, you just click on the Pause button – then the software creates a time log that counts the actual time spent before the pause. When you get back to the task, you can continue using Timer for accurate time tracking. When the task is done you hit the Stop button and the software logs your actual working minutes and hours.
Time Logs for Job Cost Accounting
To get a clear and accurate estimate of how much money you earn per job, you can use the Time Logs view in CentriQS small business software. This view lets display each user's time logs on a single screen, with possibility to filter, group and sort the records for greater convenience and usability. The default fields "Start Date & Time", "Finish Date & Time" and "Duration" show time-related data about your job. Such custom fields as "Rate", "Cost" and "Price" (you can customize the database and create any other fields, according to your specific job accounting needs) give an accurate estimate of your earnings per task. The Accounting department of your small business company can use this data for job costing and estimation. All of your time logs can be printed out and also exported into popular formats for reporting purposes.
HR Management for Hiring and Developing Employees
The process of managing human resources involves hiring and developing employees, so that they deliver expected value to their employer. So if you want to establish effective HR management in your small business, you need to consider these two things:
- Right people with right skills demonstrate satisfactory performance
- They are provided with training and development opportunities
Task Analytics to Measure Employee Performance
A better way to identify whether an employee does an assigned task as planned is to measure this employee's performance over time. CentriQS features the Task Analytics view to create pivot tables with multiple data options and layouts. For example, you can build a pivot table that shows how well a given user performs assigned tasks against these time management characteristics: Estimate, Remain, and Actual. The small business software lets calculate time deviation to indicate lower, expected and higher performance. You can use this pivot table to analyze performance each human resource of your company and make improvement decisions.
Task Templates for HR Training Planning
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Each kind of HR training is better to plan with help of templates. Why? Because HR training is supposed to be conducted on a regular basis for multiple employees, templates simplify the creation, copying and sharing of the data across trainers and attendees. In CentriQS you can use the Templates panel in the Tasks view to plan the steps and actions of your upcoming training session. Priorities, deadlines, user assignments, predecessors, sub-tasks, and other task properties let you make your template more actionable. The software lets share the template between other users. |
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