5 Useful Tools to Have as a Business Manager

If you’re earning a living through a management role, then there are a number of tools you might bring to bear on the various problems you face. Let’s take a look at five of the most useful ones.

 

Customer Relationship Management (CRM) System

A CRM system provides an overview of your customers and how you’ve interacted with them in the past. This might inform your approach to marketing to those customers, and streamline future transactions with them. Ultimately, this will drive down the cost of any given sale, and make those sales easier from the customer’s perspective. This, in turn, will make that customer more likely to return.

Some of the more popular CRM systems include HubSpot CRM, Salesforce, and Zoho CRM. However, there’s a considerable breadth of options, including highly specialised ones. Getting a CRM that’s appropriate for your needs and budget might allow you to make vastly superior decisions going forward.

 

Project Management Software

Seeing a project through to completion often requires coordinating many different employees. The more complex the project, the more difficult it becomes to arrange, track, and review the moving parts. This is where the right software can be crucial, especially for remote workforces that rarely (or never) meet face to face.
Asana, Trello, Monday, Slack, and other similar apps provide a means via which contributors can share information, review progress, and set milestones. They also allow managers to obtain an at-a-glance overview of the entire system.

This ultimately helps teams to refine their workflows, and drive up productivity for everyone. The gains you make here can compound very quickly – and free up countless hours that might have otherwise been spent sifting through emails.

 

Password Manager

Online security is critical if you’re coordinating remote workers – but it might also be important for more traditional workplaces. The right password manager might allow everyone to generate unique, strong passwords, and minimise the danger of those passwords being intercepted by malicious outsiders. Password managers might also drive down time spent wrestling with security – at their best, they can be simply set once and forgotten.

 

Financial Management Software

For many managers, dealing with money is critical. This is something that specialised software tools can help with, too. Through it, you might be able to sift through transactions, get to grips with expenses, and generate reports that can be passed up through the organisation.

QuickBooks, Xero, and FreshBooks all offer superior speed, accuracy and simplicity, when compared with a more traditional spreadsheet-based system.

 

Communication and Collaboration Platforms

During the COVID-19 lockdown, videoconferencing platforms like Zoom and Microsoft Teams quickly became ubiquitous. They often work in conjunction with project management software, providing a means for workers to communicate with one another and share files in a way that’s convenient and simple.

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