Anyone who has ever worked for or ran a business will tell you that organization is key. Without it, things will quickly descend into chaos. Not only will this decrease productivity and make it more difficult for your team to do their jobs, but it could also have a negative impact on your business as a whole – potentially affecting your reputation and the service you provide.
There are so many facets to a business, and if you’re not on top of it all, it can very easily become muddled. To help you stay organized from the very beginning, here are three tips you can implement.
1. Use an internal CRM
Most companies hold data or produce content of some description. Rather than having loose files on computers that can easily get lost, or storing data irresponsibly in a way that is inefficient to access, hire a developer to build an internal CRM.
CRM’s are customer relationship management tools, most commonly used to store client data (such as contact data), log interactions with them, and assess data. CRM’s can be custom-built to do all manner of things – from analyzing sales data to sending written content.
The key to a good CRM is to clearly communicate your needs to a developer and to build something usable that the whole team will find beneficial. No longer will you need to ask other people for client contact details or trawl through spreadsheets to find sales figures if you have a CRM.
2. Hire an accountant
Financials can easily get messy, especially if you’re not well-versed on accountancy. The issue is, if you misplace or don’t understand financial data, it could have catastrophic consequences. Salaries could be impacted, supply chains could be affected, and you could even find yourself in a pickle with tax.
The best way to keep a clean slate and ensure everything is above board is to hire an accountant or a financial specialist, such as Samuels LLP. They will charge a fee, but they’re experts in business finances and will be able to advise and instruct you to a high degree, ensuring you don’t fall short or unknowingly don’t pay something you’re supposed to pay.
Most companies will also be able to advise you on things like employment law, and they can help you when making decisions that could potentially affect your finances.
3. Assign and log tasks
The third and final tip we have for you could prove to be the most effective of all, and it can go hand in hand with point one. Many employers find jobs don’t get done because people simply forget to do them, or other jobs take a lot longer than they previously anticipated and things get pushed back.
In other instances, some managers wonder what their employees time is spent on, especially if clients work on a retainer basis that is billed by the hour. This is where electronically assigning tasks and logging time comes in handy. Not to be confused with micromanagement, logging time is handy to figure out where employee resource is being spent.
Reviewing the data will allow you to see if your team are overdelivering to certain clients, as well as to see where things could become more efficient. Not just this; assigning tasks will make it easier for your team to see what’s on their radar, and this will help them to manage their workload, too.
These are just three ways you can make your business more organized. Do you have any specific tips you use to keep things orderly at your company?