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Insightly: 4 Tips to Get the Most from New Business Software

When you start using new business software, it’s important to do everything you can to get the most for your money. If you invest in a CRM, you’ll want to set it up so that your sales and customer service professionals generate more revenue and retain your current clients. If you’re selecting a new accounting program, check in with your accountant to make sure you’ll be entering all the right information for income and tax management. Here are four pointers you can use to maximize your investment with any new business application:


Know Every Feature Your Software Offers and Get Only What You Need

Before you settle on a new application, it’s important to understand the software and pay only for what you need to start out. Most online products—you’ll often see the acronym “SaaS” (software as a service) to describe these—will have a basic plan and then offer additional packages with more features. Most apps will lay out your subscription options on a table or grid. If you see a package that offers more than you need as part of the base price, or is missing features that you require, then you might want to look for a free option or something a bit more flexible. It’s important to find software that gives you what you need, but can also grow with your company.


Motivate your employees to succeed by giving them tools for excellent customer management.

Motivate your employees to succeed by giving them tools for excellent customer management.

Make Sure the Application is Being Used is one of many expert sources that recommends configuring your software to the way your company does business so that everyone adopts the new system. As you prepare to install an application, be sure to advertise all of its benefits to your employees and show how the software will make their jobs easier. With a new CRM, you should also explain how a good CRM will help increase sales and help the company to grow.


Always Tweak the Software to Improve It

It’s important to take in feedback about your new software from your employees and clients, and then make adjustments based on that feedback. The more you can do to make the application beneficial to those who use it, the easier it will be for you to get everyone on board and encourage success with the new software.


Stay Focused On Your Users

While you do want to make sure that your program makes things easier on your clients, it will be your sales and customer service staff who will really reap the benefits. Check in on the needs of your internal staff when you upgrade, modify, or change software. (See Insightly’s tip on assembling a team to help you make purchase decisions.) If your staff has an effective way of doing things, then try to keep that intact whenever you make changes. If you make the software easy for your internal users to utilize, then you will speed up the return on your investment… and then some.


George N Root III is a professional freelance writer who has expertise in topics such as Internet marketing, business, advertising, and personal finance.