Have you ever heard of a Business Management Software? If this is your first time hearing about them, I am excited to introduce you to this amazing concept!
A Business Management Software is an application or set of programs that help businesses support, improve or automate their processes. They assist in eliminating errors, completing business tasks, reporting activities and increase overall efficiency and effectiveness.
These softwares have powerful integrations, essentially combining a CRM (Customer Relationship Management software) with contracts, invoicing, questionnaires, email, project management and automation to create a truly powerful tool to help you run and manage your business.
What if you could set up a system where a lead could come in from your website, fill out a form to book a project, receive a contract and invoice, which once paid triggers another email to go out to set up the project and let them know what the next steps are, all of this without you lifting a finger?! Think about it, how much time could something like that truly save you?
I preach this all the time and hear many others in the marketing space saying the same thing. You NEED to make it as easy as possible for your customers to do business with you.
If it’s not easy to pay you, book a project or clear what the next steps are, you are likely losing paying customers and hurting your bottom line.
With a Business Management Software, once it is set up, you can rest easy knowing you have a strong process for your customers to walk through.
If you are thinking wow, this sounds like exactly what I need, there are a few systems you can look into. The top three most popular systems for this are Dubsado, Honeybook and Tave. 17Hats is another popular tool, but not one I recommend due to its limitations in logic for automations and lack of notification options.
If you are looking to set one of these systems up, let us know! We can use our expertise in this area to help you set up and optimize your system and processes!
“Barrier Consulting has changed my business and my life. Evonne and her team keep my business goal-focused; moving projects faster toward success (and helping us look good doing it)! Everything they have helped with not only frees up my time and reduces stress but increases revenue too! My business would grow at snail speed without Barrier Consulting.”
– Pam Harjo, Youth Scoreboards
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