Starting a business is hard work! There are lots of different elements and things you need to consider and implement in order for your Service as a Software (SaaS) business to run smoothly.
Luckily, there are many digital tools that can help and make the process more efficient and improve the journey for both you and your clients.
Tools for Customer Management
Customers are key to any business’s success and having the right tool to help you manage these relationships and keep on top of deals is vital.
CRM’s or (Customer Relationship Managers) help you manage and maintain customer relationships, track your sales leads, assist with your marketing, and help you with your pipeline.
There are many different CRM’s out there with different strengths and weaknesses so you need to make sure you select the right one for you and your business. After all, you need to ensure you use it in order to gain the maximum benefit.
A few example CRM’s include: Salesforce, Pipedrive and Hubspot
Tools for Project Management
When starting a business the list of “to-do’s” can seem endless and it can be hard to focus on what needs to be done and when.
This is where a project management tool comes in handy. These can help you track tasks, your projects and even processes. As your team grows you can also keep track of the status of certain tasks and projects without the need of constant emails.
A few example project management tools include: Clickup and Monday.com
Tools for Onboarding Checklists
Onboarding is key for any SaaS business. Therefore it is important to create a seamless journey for your clients and ensure all the information you need is collected from the get-go.
Having a checklist of tasks that need to be performed and the steps involved in the onboarding process will help with this.
Some examples of tools to use to create these checklists include: Trello and Asana
Tools for collaboration
Keeping in touch with your team is also vital. The tools above will really help you have a clear overview of what is happening in your business but sometimes you need to send a quick message or delve deeper into the information provided.
This is where collaboration and communication tools come in. By having ways to communicate easily with your team you can progress with the project or task.
Examples of some of these tools include: Slack, Microsoft Teams, Zoom etc.
Tools for Invoicing
We all want to get paid and having an invoicing system in place can really help you keep on top of your money.
By using a cloud based accounting software you can see what has been paid, what is outstanding and automate chase emails.
Examples of online invoicing software include: Xero and Quickbooks.