Whether you’re a freelancer, solopreneur or a consultant (or all of the above), staying organized is a huge challenge. There are so many different online apps (SaaS) operating now that we’re often forced to use several different online software options to deal with tasks lists, accounting, appointment management, sales tracking, and more.
Contact lists, business notes, financial information, and sales calls are all tracked in different apps in many cases. It gets confusing what the latest, current information is and where it’s located? Wasting time logging into multiple SaaS apps to locate the right information isn’t helpful on a busy day either.
Here’s how to get more organized in your small business.
Realize that You Have a Problem!
Before you can fix anything, you need to acknowledge that you cannot run your business in a haphazard or messy way.
The busier you get, the more it’ll feel out of control and mistakes will creep in. With each mistake, clients will lose patience and eventually consider taking their business elsewhere.
Don’t wait too long to acknowledge your shortcomings and accept the inevitable!
What Software and Systems are Needed?
What information do you most need to track, monitor or record?
Make a list of the key areas where business information is being managed poorly. Determine if you have too few or too many SaaS solutions. Narrow the list down to the most useful ones that will help your business be more organized to grow it in the future.
Certainly, getting your financial accounts into a secure online system and linked up with your external accountant is a solid idea. But you’ll also need a way to track contacts, sales calls or emails, and link it all together to get a clear picture of who’s buying what and when.
How Can One SaaS or Software Speak to Another One?
When you use several SaaS solutions, business-related data is spread all over the place. This is kind of unavoidable, but it does make it difficult to track and keep organized.
The best way to approach it is to use tools like PieSync or Zapier in the cloud to link up different SaaS data stores. This makes it possible to pull in relevant information and when using a superior syncing tool, merge or update data to the latest information.
While Zapier is currently popular, it doesn’t have every feature that businesspeople are looking for. Indeed, historical data isn’t usually synced. Also, Zapier doesn’t monitor web apps checking for important triggers. A trigger can spot when information is updated in one web app (e.g. a contact’s email address gets changed) and synchronizes it with the other apps in use. When you try this alternative called PieSync, they have extra features including triggers that make it almost effortless to keep information current across multiple systems.
It’s unnecessary to stay disorganized in your business even if it started out that way. There’s plenty of useful tools to make business life easier to manage. The cloud syncing capability of other tools is the glue that holds it together neatly. Now, what are you waiting for?