YourBusinessWithJamesCaan2016 - 120

Some apps allow
multiple people to edit
a file simultaneously

ability to automate tasks, such as
making payments or recurring
invoices. Packages are reasonably
priced and are tailored to suit the
size of your business, as well as the
level of engagement you wish to have
with account management. Whether
you are looking to streamline your
payroll process, track employee
time, or get a handle on VAT,
QuickBooks Online is the perfect
platform to help you take control
of your finances.
If your business has 10 employees
or less, you might consider Wave
Accounting, which offers many of
the same features - for free. Wave
caters to those without much time on
their hands, syncing with your bank,
Paypal or other financial institution,
removing the need to manually input
transactions yourself. The dashboard
presents a clear at-a-glance portrait
of your finances, including income,
expenses, payables and receivables.
The most glaring omission in this
otherwise complete package is a
payroll toolkit, and these solutions are
gated behind their premium service.
While Wave Accounting is suitable

120

Cloud-connectivity
keeps you up to
date on deals as
they progress
for companies that are not expecting to
grow, Zoho Books is more appropriate
for those focused on rapid expansion.
At £18 per month, the software seems
a little expensive, but compared
to other top-tier packages from its
competitors, there are more services
available for the price. The ability
to automate invoices and estimates
is a great timesaver, and Zoho makes
further concessions to efficiency
with a companion app that offers
full functionality, unlike many of
its rivals. With its intuitive design,
and excellent customer support,
Zoho makes it even easier to gain
mastery over your finances.

Customer Relationship Management
(CRM) software is about finding
new customers, maintaining existing
partnerships and closing deals.
Like all the best CRM software,
Salesforce Small Business Solutions
provides the above, as well as detailed
analytics on any potential leads, sales
forecasting and full integration with
third-party business apps. Indeed,
Salesforce provides such a wealth
of data and insight into customer
retention that the uninitiated may
be overwhelmed. Fortunately, the
customer support system is as
robust as the software itself, with
live support and a slew of helpful
videos to get you started.
The accompanying app also exceeds
expectations, with cloud-connectivity
keeping you up to date on deals as they
progress, so you can give feedback to
your team wherever you are.
Once customised to suit your specific
needs - whether you're looking to
automate workflows or optimise
marketing strategies - Salesforce
is a powerful tool that is ready to
scale with your business as it grows.
Even smaller businesses might
consider Insightly, perhaps the most
reasonably priced piece of CRM
software on the market. The base
plan comes with many features that
you would expect, including the
ability to automate contact and
project management, and is notable
for offering access to an unlimited
number of users at no extra cost.
Using Insightly is an intuitive
experience, even for the less
tech-savvy employee, and features
a clean, uncluttered layout.
The cloud-supported mobile version
also impresses, and enjoys the full
functionality of the desktop version.
Being able to track projects and
analyse reports on the go is remarkable
at this price point. Overall, Insightly
is a great choice for microbusinesses
looking to learn the ropes of CRM
software, with representatives happy
to offer bespoke pay plans to suit
your individual needs.

WORDS: LOREN HARWAY | PHOTOGRAPHY: SHUTTERSTOCK

CUSTOMER-FRIENDLY



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