Nowadays, with the amount of information and data that we need to process and analyze in companies, it is difficult to keep track of everything at all times. It is in this sense that online management tools and services can help managers with their challenges in seeking efficient administration of the resources and processes that are part of their company.
Considering the current competitive market, we know that companies need to seek greater efficiency and productivity so that they can stay ahead of their competitors. Therefore, extracting maximum results in all sectors and processes of your company is essential.
There are robust management solutions such as ERPs, which are quite complex and require high investment, so they may not be the best option for small and medium-sized companies.
For SMEs, the best alternative is to use services focused on meeting specific sectors and needs of their business, such as finance, sales, task control, customer service, file storage and technology and internet resources.
Using specialized solutions is a way to optimize the execution of tasks and enhance results in all areas of your business. To assist in your analysis, we have listed alternative online tools specialized in the different areas and sectors of your company, which can help you manage efficiently and achieve results in your company.
Let's look at the service options for each area:
Financial management
ContaAzul
OC ontaAzul is one of the best and best-known online financial management systems for micro and small businesses. With the service, it is possible to control financial transactions, sales, inventory and issue electronic invoices without complications and at a fair price. In addition, it has good customer service and support via phone, email and chat, included in your subscription.
Nibo
To manage your finances, you can also rely on Nibo , software that is synonymous with simplicity. It is available to both companies and accountants and has more than 50 thousand customers, offering peace of mind through features such as: issuing invoices, issuing bank slips, cash flow, bank reconciliation and accounting integration. The investment is slightly below ContaAzul , depending on the plan contracted.
QuickBooks ZeroPaper
Initially known as just ZeroPaper , QuickBooks is a tool for those looking for a practical and affordable solution, as it has a strong difference in values, without leaving anything to be desired in terms of available resources. If you are looking for a solution with less investment and without the need for elaborate resources, it is certainly an excellent alternative.
Control
Controlle is Organizze personal finance manager . It is another tool that stands out for its simplicity, with intermediate values between ZeroPaper and Nibo/ContaAzul .
There are countless service alternatives for financial management, the ideal is for you to understand your needs well and from there evaluate the benefits and the best return on investment ratio among the available alternatives.
Project and task management:
Runrun.it
Runrun.it is a complete solution for managing projects, tasks and workflows, allowing you to track the time spent by the team on each task and view management reports that allow a complete view of the progress of activities. It has the option to test for 14 days for evaluation, after this period it is necessary to purchase a paid plan.
Trello
Trello possibly the most used tool in the world by companies for managing processes and tasks, due to its simplicity and practicality. The service is based on work boards where you simply need to define the flow of processes and tasks to be carried out, organizing each task by person responsible and related area. In its free version, good control is possible with the available features, advanced features are available in the paid versions.
Accelerate Projects
This is a tool developed by Bluesoft , which allows complete project management and distribution of tasks by team, as well as reports on the progress of activities. It only has a 15-day trial option, without a free plan, and the investment is close to other alternatives, always with prices based on the number of users.
For project management, we have even more options available, for all tastes and needs. Again, evaluate the benefits and choose the one that best fits your needs. Generally simple solutions are the best option for those just starting out.
Document and file management
Cloud file storage is already a reality in most companies, as there are many benefits, as there is no need to invest in file and backup servers, for example. In addition to the practicality of having files available from any location or device.
Drop box
With Drop box you can save files in the cloud and access them from any location. The service is a secure way to store and share files. And to make it easier to use, it is possible to install an application that can be installed on computers or mobile devices. There is an option for free use with a limit on available space and paid plans according to the required storage capacity.
Google Drive
Drive Google 's storage solution , so it needs no introduction . In addition to the ease and practicality of use, a great advantage is the possibility of creating and editing documents, spreadsheets and presentations online and in a shared and collaborative way between several users. It has integration with your Google and allows access via the app. In the free plan, the storage limit is 5GB, after which there are different options depending on the space needed.
Sales management
If your company does not yet use a CRM ( Customer Relationship Management) to manage the sales funnel and salespeople's activities, consider this as a priority!
Pipedrive
Pipedrive one of the main CRMs available on the market, with more than 50,000 customers around the world. Its main characteristic is the practicality with which the platform allows the management of the sales flow and tasks to be carried out by salespeople, combined with complete management resources. It also has an application for tracking sales on mobile devices. The prices and plans available are affordable, considering the benefits and compared to other alternatives.
Salesforce
Salesforce a reference among sales management tools, as it is a precursor to many sales management concepts and develops innovative management applications. As it is a more complete and robust tool, it is aimed at companies that demand more features and have more budget available.
Scheduler
Agendor is a completely Brazilian solution, which leaves nothing to be desired compared to the most used tools in the world, such as Pipedrive . It stands out for its simplicity and has complete functionality, in addition to providing access via application on mobile devices. The prices are very competitive, so it is a good alternative to be analyzed. It also has a free version for up to 2 users.
Other alternatives that can be evaluated are Sugar CRM , Zoho CRM and HubSpot CRM , which is free.
We also have dozens of solutions available on the market, so analyze the pros and cons of each option and choose the one that best suits you.
Internal communication management:
For communication between teams and employees, there are many ways to solve this need, from traditional email to online chat tools or corporate intranet. The important thing is to allow and encourage this communication and especially the exchange of knowledge between employees.
Slack
It is worth highlighting Slack as a tool for communication between teams. The service allows the exchange of messages based on teams and channels of interest, as well as direct conversations between members of each team. It is also possible to send files, search message history and integrate with numerous other online services. Each user can be part of several teams and access can be via website, desktop or mobile application. And best of all, your company can use all of this at no cost, charging is only necessary for advanced features and larger teams.
This one needs no introduction, as it is used by the vast majority of internet users. If used as a communication tool between employees, good guidance is important so that it does not become a channel for unnecessary conversations outside the scope of work.
Another good option is Skype , which in addition to allowing internal conversations, can be used to communicate with customers and suppliers.
Customer service management
For customer service and support, we also have dozens of services available. If this service is a relevant activity for your business, it is important to evaluate solutions that have resources that allow for good service, as a poorly served and dissatisfied customer is certainly one of the last things you want for your company.
Depending on the business, service can be provided via email and telephone, in which case it is important to provide communication channels and return all contacts quickly. It is also necessary that the services are stored so that the manager can monitor the quality of the services and correct errors, when necessary.
Helpdesk solutions can also be great alternatives, some of the best known and most used on the market are ZenDesk and Freshdesk .
Information management:
It's common to have ideas or find useful content throughout the day and, due to lack of recording, end up forgetting everything. To solve this problem, Evernote is excellent, as you can save notes, internet addresses, audios, videos, images and anything that has content relevant to you and your company.
Marketing management:
We know that the concept of marketing is quite comprehensive, as it encompasses every form of communication that your company makes with the market and its customers. Therefore, we are going to list some alternatives for some of the forms and channels used today on the internet to promote companies:
Social media
E-mail marketing
Digital marketing
When it comes to marketing, each advertising channel has different forms of management. So that you can have good results, it is suggested to prioritize some channels and tools to be used, to extract the maximum that they can contribute to your company.
Internet management:
No less important is managing the use of the internet in your company, considering the relevance that this resource has in the execution of activities by the team and the functioning of the systems used by the company. Controlling navigation also prevents employees from losing focus and wasting their time.
Lumiun Tecnologia is an excellent option to make internet use safer and more productive in your company. It is a service that is easy to install, has simplified management and requires low investment, unlike other solutions available on the market that require high investment in the acquisition of servers and maintenance, in addition to highly specialized technical professionals.
Finally, we can conclude that there are excellent online service options that allow you to optimize the management of your company, in all sectors.
As already mentioned, efficiency and productivity nowadays is a differentiator for companies and good results are generated with dedication, intelligence and also with the contribution of tools that can facilitate the administration of your business. Therefore, in each area or need that your company has, consider using online services to improve your management, analyze the alternatives, evaluate the return on investment and invest in the best option.
We hope the article was useful. If you use or recommend other tools for the areas covered in the article, please share them with us in the comments!
Thanks for mentioning Runrun.it, Cledison!
Just one correction: it's free for up to 14 days, then you need to purchase a paid plan. Hugs!
Hi Laura!
Okay, it was corrected in the article, mentioning the testing option and the need to hire. Hug!
Thanks! 🙂