Why automation is key to boosting small business productivity?

Most often, we realize the potential of technologies like automation when a critical situation arises. The impact of COVID-19 has forced organizations around the world to transit to a work-from-home productivity model, and many of us are able to execute remote work successfully due to automation. In this post, we’ll explore how automation in small business improves productivity and the different areas where companies can implement automation.

Related Reading: Quickly Transit to Remote Working with InfinCE

From small tasks such as electronic document signature to intelligent data processing, automation in small business offers limitless possibilities to improve productivity in the small business environment. It is important for decision-makers to invest in the right areas. 

If you are a small business owner looking to turn your workforce more productive through automation this year, then here are 4 areas you need to look at:

1. Automating Sales Workflows

Your sales team often creates the biggest customer impact zone in your business and hence is a worthy contender for incorporating automation in its daily routine. So, what are the sales processes that can be automated within a small business? 

Some examples include assigning associates for leads, setting automated response channels for incoming leads such as emails, IVR based tele-calling or any other contact channels like social media. Once a lead is assigned to an associate for nurturing and conversion, then the next area where automation can kick in is for reminders and follow-ups. Activities involved in deal nurturing and closure can be automated to make the lives of sales folks easier and ultimately improve the productivity of the whole team.

2. Project Management

Today’s workforce demands increasing flexibility in their work and may avail benefits such as remote work. When there are multiple people working on a single customer project or task, and if there are remote resources involved, then project management becomes a challenging endeavor if everything is to be manually handled by managers using spreadsheets, IM and email conversations. This is the right area to bring in automation using state of the art project management platforms. 

Related Reading: 5 Ways A Project Management Tool Can Help Your Business Grow

By enabling automated monitoring of project schedules, individual work progress, and dependency metrics for collaborative tasks, it becomes easier for managers to have a grip on project timelines and ensure that everyone is at the same pace transparently.

3. Procurement and Logistics Processing

There are several routine tasks within procurement departments in a small business that takes up too much time and effort if done manually. A good example would be invoice processing once supplies are obtained. As your business grows, these routine jobs would incur a significantly high volume of effort and can lead to highly inefficient business outcomes due to errors in manual processing. This is where bringing automation in small businesses can be a game-changer. You not only eliminate errors but also improve the speed of processing and completing redundant tasks. 

Approval workflows, scheduling, tracking inventory and vendor notifications are some of the key areas in procurement where automation in small business can vastly change the existing operational landscape.

4. HR and Payroll

Typical human resources work schedule has components that are grossly manual effort intense like payroll processing, profile and resume screening for recruitment, appraisal and performance tracking, rewards and feedback collection, and much more. Automation in any or all these areas will help the HR personnel to be more pro-active in managing employee relations while technology takes care of the manual effort in enabling the same. Ensuring that your employees are engaged is a fundamental goal that needs to be achieved for overall business success and making sure your HR team is empowered to do that via automation is hence a key focus area.

Related Reading: Tips For SMBs To Boost Growth With Increased Employee Engagement

Automation in small business is one of the key pillars for propelling companies into the next level for the coming years. As more disruptive business and market conditions continue to show its face every year, it is important for small businesses to remain competitive and allot enough core business skilled employees to handle newer challenges. By utilizing enterprise platforms like InfinCE, you can enable seamless automation across your key business units and leverage human manpower for more decisive operations. Get in touch with us to know how you can leverage the automation capabilities of InfinCE to create the next level of success for your business.

4 Key Pillars to Ensure a Seamless BPM Experience for your Business

Small business entrepreneurs often think about how much to invest in digital tools that empower their business operations. The question arises mainly because they are unsure if their organization has attained sufficient scalability to bring on-board a digital enablement platform. Among these, one area where most small businesses cast doubt on digital transformation is business process management. 

There is a notion that BPM and BPM software is meant only for large enterprises with well-defined processes and departmental policies. BPM is a practice even small businesses need to follow and cultivate as a cultural trait right from their startup days. 

Now, the question is when should a small business start adopting BPM in its operations? The need for BPM is driven by the demand for efficiency which ultimately leads to better customer service. On this note, here are 4 key pillars you need to build in your company to ensure a seamless BPM experience:

1. Approval Matrix

In most small businesses, bottlenecks in efficiency occur due to a lack of sync in processes. Employees often wait at managerial desks seeking approvals for implementing changes or customer requirements. Managers, in turn, wait for approvals from senior leadership for various essential affairs. 

Delays in submitting contracts and postponing commitments create a wrong impression on the customer. This can be eliminated by formulating an automated process workflow culture in the organization when metrics on items can determine its approval chances. A simple example could be classifying an approval matrix based on the size of the project. A smaller deal would require just a manger’s approval while bigger ones could require review and approval by higher authorities or leaders. Once this is defined, it will be easier to build a business process around it and ultimately automate it through a BPM software.

Related Reading: 5 Ways A Project Management Tool Can Help Your Business Grow

2. Building Awareness

As you grow from a startup into an established small business, there will be a rise in the number of employees as well as departments. For collective growth, it is important to ensure that all employees have access to the right information about the company and its offerings. Only then would they be able to handle internal business process improvement practices as well as become effective spokespersons for the company in front of customers. 

Employees should be aware of how every activity in the organization leads to better customer experience. This can be achieved by having a well-defined organizational induction program for new joiners and a continuous learning initiative for on-boarded employees. This learning experience can be used to integrate employee thoughts with business objectives which will ultimately transform employees into torchbearers for BPM practices within their respective roles.

3. Encourage Autonomy

This is a continuation of the learning experience element we mentioned. There are processes within the organization that may have been brought into existence from a very complex background and scaled meaninglessly over time. To break it into simpler business models, it is important to ensure autonomous decision making by employees involved in these complex business operations. 

Related Reading: 5 Ways To Improve Business Growth Through Employee Engagement

Employees should be given time to identify and map activities to processes with guidance gained from experts whenever needed. Hiring BPM specialists to disrupt and re-write such complex processes within one day is not advisable as it may throw employees into a tantrum and lead to highly frustrating experiences.

4. Drive Data Generation

This is one of the most important pillars that need to be established while adopting business process management in a small business. Every department or team in your organization needs to have a standard data generation policy. This generated data should be a base for determining the KPIs for tracking employee performance and growth, defining their intra-departmental or team dependencies, validating their customer satisfaction objectives and much more. Once everything is defined by data, it becomes easier to bring in automation between workflows, thus enabling better process management through BPM software.

Business process management is a transformational initiative that can bring about unparalleled operational efficiency in a small business. But as illustrated here, it needs a strong foundation and support from your entire organization for effective implementation. This is where a well-defined BPM capability built into your organization’s digital backend can be a game-changer. InfinCE, with its cloud-ready enterprise digital platform, can integrate seamlessly into your operations and enable a sound BPM strategy within your company. Get in touch with us to know more.

The key ingredients that make up an ideal project management dashboard.

Project management is an irreplaceable asset of any business. It plays a crucial role in driving successful business results. Across the globe, companies are increasingly investing in project management tools to help track the progress of their customer deliverables and ensuring efficient operations. 

But are you investing in the right project management capabilities needed to succeed?  

To answer this question you need to be aware of what a project management software needs to offer as features in today’s highly disruptive and digital-first business scenario. 

Here are our picks on the top 5 features you need to make sure are present in your project management dashboard. These will help your workforce to seamlessly deliver successful results for customer projects every time.

Related Reading: 5 Ways A Project Management Tool Can Help Your Business Grow 

1. Smart Workflows

All your efficient planning and strategic direction of managing a project will not find a smooth ride to success unless there are automated workflows that help synchronize different stages of project activity. In simple terms, a workflow can be defined as a series of steps that will be automated to ensure that people and project tasks move seamlessly through defined project milestones. With smarter workflows, team members can be empowered with capabilities such as automatic tracking of project communication, approvals and status updates and much more.

2. Budgeting

The success of every project irrespective of it being a customer-facing or an internal one is primarily dependent on how well it has been budgeted. By budgeting, we mean that there is a transparent view of the project’s budgetary scope and it will be easier for finance or payment teams to view the progress of project schedules and raise invoices according to pre-defined contractual obligations. 

It becomes easier for decision-makers to get a holistic view of how the project is utilizing resources to efficiently manage budgets and scope changes. It also helps them to have knowledge about how much of these budgeted figures have been accepted by the customer or internal teams that required the project. The project management dashboard that you utilize should have a clear space for tracking your budgets and trace anomalies and unexpected escalations in billing.

Related Reading: 5 Must-have Features In A Project Management Tool For Small Businesses

3. KPI Indicators

In the age of performance-oriented work culture, there are quite a lot of Key Performance Indicators (KPI) that every project manager needs to keep track of in a project. The KPIs could be related to the project’s budget, milestones and schedules, resource utilization, employee performance, time and effort, customer satisfaction indices and much more. 

The project management platform is the perfect place to have a comprehensive view of these KPI elements and hence your project management software needs to incorporate KPI visibility as a key pillar.

4. Team Management and Collaboration

Customer-facing projects often require a collaborative and constructive approach from multiple team members who may be spread across offices or continents in several cases with different time zones. Bringing them together and offering a seamless collaborative environment is an essential factor and the project management software you choose can play a big part in it. 

By having a dedicated section in the dashboard for team communication as well as collaboration options, platforms like InfinCE foster a culture of togetherness within the company that will be beneficial for sustained growth in the long run. Examples of collaborative options that employees can directly access from the project management dashboard could be joining meetings virtually through audio or video interfacing, sharing and working collaboratively on documents and files, tracking dependent task progress and much more.

InfinCE also supports you to quickly transit to remote working. InfinCE enables your workforce to get up and get running remotely, within the shortest time and without the need for any special equipment.

Related Reading: Effective Work From Home Tips – Infographic

5. Reporting

Decisions are often made by leadership by analyzing reports from project managers. These reports cover a wide spectrum of operational and functional parameters of a business. It includes employee performance reports, budget and billing reports, marketing and pipeline or lead generation reports, profit and loss reports, project progress reports and much more. And each of these reports may have multiple variants or sub-reports depending on factors such as geographical classification, vertical or industry-wise classification, product or service wise classification and much more. 

A project management dashboard needs to incorporate a powerful reporting feature that can provide comprehensive yet simplified insights of the entire business or project which will then allow decision-makers to utilize it for their next step or strategic planning.

Managing a project successfully requires considerable effort from managers and team members. But without a digital platform to organize all activities and tasks, there is no way people can handle complex project activities of today manually. This is where enterprise platforms like InfinCE can be the game-changer. Our cloud-based enterprise collaboration platform enables you to successfully manage big or small projects seamlessly with intuitive dashboards offering all the necessary features you need. Our consultants can customize the platform to suit your unique business needs thereby ensuring continuous success for your project management activities. Get in touch with us to know more. 

Simple Ways to Perfect Your Work From Home Routines

With this being the ultimate solution to prevent the COVID-19 pandemic, businesses are now highly encouraging remote working environments. But, it’s also true that “working from home” is not an easy job. When you have your kids and family around, no maids coming in, and your email loaded with urgent work messages amidst loaded household chores, work from home seems nearly an impossible task.

But at this point of time, where your business needs more efficient employees at toes, it’s no time to go down on work or get distracted. Although balancing your work time and home time might seem a bit challenging, it is not impossible if you know how to do it right. Here are some simple yet effective tips to help you work better, stay productive, and keep aside valuable family time.

Why empower your workforce with project management software?

Any organization that wants to serve its customers better should be well-equipped to effectively tackle the project management challenge. Handling multiple client projects and commitments while ensuring optimum utilization of resources involved is often a painful experience for most managers. This is where project management software makes a difference for companies that want to be successful with their daily work management. 

Project management software can help you create milestones and define the core objectives of the project. Studies have shown that 37% of companies today fail with either of these. How can a software-powered project management approach positively influence work management across organizations that handle heavy workloads?

Related Reading: 5 Digital Capabilities Every Small Business Needs To Invest In 2020

Here are a few ways by which project management apps help companies tide over the challenges that plague their work management process:

1. Consolidate Work

Successful delivery of the project to a customer involves a combination of contributions from the service delivery team, billing, finance, sales, account managers, documentation and several others. A comprehensive project management software can bring about a unified platform where all these stakeholders can track the progress of their individual jobs and tasks. It can be a one-stop solution that can help every step of the way from sending quotes to potential customers identified by the sales team to share invoices on the basis of service metrics delivered like billable hours and resource utilization. Bringing all these into a single platform can bring huge relief for managers across departments that are involved in delivering the final service or product to end customers.

2. Track Customer Sentiments

It is a fact that most customer aspirations change over the course of a project and a lot of effort gets wasted in managing changes. With a powerful project management tool in place, it will be easier to accommodate changes in project scope and new requirements without impacting service or work quality. It will be easier to send revised estimates of cost and timelines if everyone utilizes the digital platform to manage their tasks and dependencies. It will be easier to predict the impact that will be experienced due to a new scope change across all departments and stakeholder functions involved in its execution.

3. Foster a Collaborative Culture

When people work in teams to contribute towards a customer project, the most essential capability that they need for attaining success is collaboration. Teams need collaborative spaces where they can discuss work, plan meetings and schedule task deadlines. A project management software offers a virtual workspace that allows teams across departments or offices across geographies to come together and collaborate on a customer-facing task. This allows companies to manage and engage remote workers as well.

Related Reading: 5 Tips To Foster Team Collaboration In A Small Business Environment

4. Manage Dependencies

A comprehensive project management tool enables teams to work in sync and define dependencies in advance. This allows for proper planning and increased visibility into tasks that have multiple stakeholders who contribute to the end result. The improved transparency will ensure that every member of the team feels responsible for his or her outcome as they can see how their task progress is impacting the work of others. It also enables managers to seamlessly handle project schedules based on resource availability or task progress metrics.

5. Empower Leadership Decision Making

With a project management platform, it is possible to run risk analysis and other measurements on the progress of projects which can help leaders make better decisions. It is possible to calculate costing, resource utilization, timelines and other factors that can inspire decisions related to hiring, client communications, invoicing and even serve as an impetus for sales and marketing teams. Unexpected emergencies and risks can be avoided to an extent if all teams work in sync with the centralized project management tool. This includes the case of even remote workers and managing their working hours which may be in other time zones.

Project management will always be one of the key pillars of success for any business. From meeting customer expectations in delivery timelines to estimating resource requirements, it covers a wide spectrum of managerial activities that take a lot of effort. Bringing this entire aspect into a powerful digital platform will enable better operational efficiency and ultimately lead to a more productive workforce. Platforms like InfinCE have been helping business to manage their most critical operations successfully with digital power. 

Related Reading: Features to look for while selecting a project management tool for your small business

Project management is one of the key offerings from InfinCE. With a track record of enabling seamless project management for leading businesses across industries, InfinCE can be the game-changer in bringing a streamlined project management culture in your business. Talk to us today to know more.

5 Tips for Small Business Leaders to Stay Ahead of the Game in 2020

It is quite easy for a small business or startup to get immersed in the competition flooding the market and never really swim ashore. Those who want to survive and succeed in the storm needs to have a considerable idea of how to use successful strategies to win customers despite the competition. In 2020, if you were to seek tips on how to grow an SMB into a successful business, the most dominant answer you will receive is to invest in technology that can help you deliver better customer experiences and drive more revenue from your operational channels. Keeping this fact in mind, let us examine a few tips and ideas to help small business leaders remain on the top this 2020.

Related Reading: 5 Digital Capabilities Every Small Business Needs To Invest In 2020

1. Building an automated business environment

Today you can empower your workforce to focus more on value-added jobs while mundane and repetitive tasks can be automated and seamlessly managed by innovative software. Automation can be implemented across every department in your small business, like Accounting, HR, Administration, Customer Relationships and much more. 

It does not replace human resources in any of these departments but provides you the flexibility to run these operations with limited resources and better efficiency. This will lead to lowered cost of operations as well as lesser managerial overhead and will ultimately provide better returns on your investment.

2. Intelligent Personalization for Customer Experience

Any business, small or big, needs to deliver an experience that customers would enjoy interacting with. However, with the rise of digital-savvy consumers, it is important to digitally transform your customer-facing operations as well. A simple example would be setting up an online retailing option for your small store wherein customers could place orders from the comfort of their homes through a web browser or even better, a dedicated smartphone app. 

In order to win an upper hand in the digital endeavor, small businesses need to rely on intelligent personalization for their customer service. Providing services or offerings based on factors such as budget, tailored offers, and discounts, geographical or demographic preferences, etc. will enhance your customers’ loyalty.

3. Smart Marketing

Small business leaders and startups face a need to garner attention from potential customers at the earliest after they have started business operations. Today, the fastest way to reach out to potential customers is through social media and other digital channels of interactive marketing. 

Using insights from a powerful CRM to drive efficient email campaigns and through intelligent sentiment analysis of your brand in social media, it becomes easier to win customers’ hearts. Powerful social media management and email automation tools can help you in reaching out to a large yet more qualified audience who have higher conversion chances.

4. AI-Driven Services

Artificial intelligence has become a mainstream technology today and is found in almost every consumer segment ranging from things as simple as a music app in our smartphone to highly sophisticated security systems. Small businesses are without a doubt, one of the biggest beneficiaries of AI evolution. 

With AI, they have the arsenal of serving more value for customers without having to spend heavily like established business houses. Things such as recommendations, automated customer service management via chatbots, the predictive forecasts for business revenue, etc. are all made possible by the implementation of AI platforms within the business.

5. Workforce Empowerment

The digital transformation wave that can propel your SMB into successful growth is not restricted to your customer-facing operations alone. Your employees are your biggest asset and brand promoters. Making their lives better through technology is a key factor in enabling sustainable growth in your business. 

Providing virtual spaces for teams to collaborate irrespective of their geographical location, powerful collaboration and communication platforms, secure file exchange systems, and intelligent marketing and sales automation systems contribute to making a seamless employee experience in your organization. When employees have access to the tools and digital channels, they need to work better, it ultimately creates a positive impact on the service they offer to your customers.

Related Reading: 5 Tips To Foster Team Collaboration In A Small Business Environment

In today’s highly competitive market conditions, small business leaders and startups can use technology to grow sustainably and grab market share from established biggies. The only requirement here is to choose the right digital channels and a reliable partner to guide them in their digital transformation journey. With a proven track record of enabling digital transformation for some of the most successful small businesses worldwide, InfinCE can be the digital magic your business was waiting for. Get in touch with us to explore how.

Why your small business needs to invest in a CRM solution

Many small business owners have concerns about how they need to prioritize their technology investments. Since a good majority of companies start with limited budgets, the portion kept aside for IT infrastructure (both hardware and software) will be under great scrutiny. However, there are some technology platforms you simply cannot ignore in your small business because they are crucial in enabling long term growth and success. One such platform is Customer Relationship Management or CRM. The global market for CRM software is expected to reach $81.9 Billion by 2025 and this is proof of how important businesses see this as a path to success.

Related Reading: 6 Benefits of Using a Cloud CRM 

In the initial days, it might be easier for you to keep a spreadsheet or document having details of customers and leads and follow-up with them occasionally for new business. But as time grows, your business will expand and so will the list. Missing out on tapping and monetizing the huge potential of your accumulated customer and lead data will turn out to be one of the biggest mistakes you will make as a small entrepreneur. A CRM platform can solve all these problems in one go. If you are wondering how here are 5 reasons why every growing small business or startup must on-board an efficient CRM solution:

1. Managing contact and relationships

Over the years, your sales guys or business development folks may change. But the customers or leads with whom they have interacted will still be a potential business opportunity for you to explore further. If there is a place where their data can be stored and organized for easy discovery in the future by your salespeople, then your business can continue to build and nurture relationships with customers even if people handling the operation change over time. It also allows sales personnel to track the progress of each customer relation like the context of the last conversation that was reported for the customer, their preferences and behavior as observed by the previous or sub-ordinate salesperson and many such insights.

2. Forecasting business opportunities

A good amount of success in your business depends on how effectively you can predict revenue for the coming months or an entire year. For this,  there is a need for clear visibility into the sales pipeline as well as insights about customers that frontline staff can use to nurture and close deals at the earliest. A CRM platform is a perfect choice for this situation as it helps managements identify business opportunities, forecast revenues based on relationship status with prospective leads.

3. Engaging responses

Today there are multiple channels through which customers or potential customers interact with a business like social media, in-store visits or through any digital and physical channel. Sales personnel need to have accurate information about the services or products that are up for grabs and need to know the preferences and interests of the customers they are handling. By tailoring responses suitable for each customer with a tinge of personalization, they will be able to engage them better and ultimately have greater chances of a sale. 

A CRM solution can bring about this level of engagement by acting as a medium to dispense information for use by the sales personnel. The information will include details of what to sell, how to sell and whom to sell. A CRM can bring about social conversations with customers to improve brand loyalty and bring in long term business prospects by allowing folks to respond to queries and sentiments posted on social media channels as well.

4. Improving team productivity

CRM software can create a virtual platform for different employees in customer-facing and support roles to collaborate efficiently for better customer service. It helps divide tasks between colleagues or departments such as marketing and sales, assign the responsibility of customer engagements with respective regional or area representatives, provide relevant support and progress measurement for leadership and so on. A huge amount of sub-tasks within these collaborative scenarios can be automated through the digital capabilities of a CRM solution. With automation, teams can focus their energy and effort on core sales and customer service activities thereby improving productivity levels considerably.

5. Empowering intuitive growth of sales process

Your sales strategies need to accommodate market trends over time as consumer demands are very dynamic. With a powerful CRM solution at the heart of your sales and marketing activities, you have an engine that can constantly supply rich information on how your customers and potential customers react to market trends. This allows your sales team to modify rules, policies, and strategies accordingly and garner support from other divisions such as marketing. In short, your sales team can sell what the market demands at any time.

Related Reading: 5 Digital Capabilities Every Small Business Needs To Invest In 2020

A CRM solution is an inevitable component of the growth strategy of a small business today. Having an effective digital enterprise platform that offers you a data-driven business infrastructure accommodating even CRM capability is the need of the hour. This is where InfinCE can be the solution. Get in touch with us to know more.

How to choose an email service provider for your small business?

When you set up a new business or startup, one of the first things you need to do is to invest in a custom email and website domain for your small business. Once you have brought the rights, bring in an email service provider to create an email channel for you and your team. 

Many startups make the mistake of going in for free email services in the beginning to cut costs, but it is not at all a recommended move. They fail to understand that today’s customers are highly conscious of sharing information or doing business with anonymous startups that do not have a website or unique email address for communication. Now that the need to use a powerful email service is justified, it is time to look at the criterion to select the best provider for your small business.

Evaluate these factors before choosing an ideal email service provider:

Related Reading: Why Your Startup Needs A Professional Email Account

1. Identify your Needs and Potential

Before going through the features of an email service provider, startups and small businesses must first look within their organization to identify their needs. Find the number of email accounts needed, the potential scale or rate of growth in emails expected over the next couple of years and the budgetary scope available for investing in IT platforms like email. Also, make a list of devices and other software tools you are likely to use in the coming years that need integration with your business email.

2. Evaluate the Compatibility of Platforms with Demand

Once you have your unique requirements listed down, it will be easy to cross-check on feature offerings from multiple email service providers. See whether the service provider can cater to your needs of scale, device friendliness, platform integration, and other technical requirements. Check for hidden clauses or limitations from service providers that prevent you from exercising full flexibility in your particular email operations such as subdomain requirements for different departments like sales, marketing or support.

3. Examine Cost options

For small businesses and startups, it is important to allocate budget for core business activities and hence very often the IT department has to work with limited financial resources. While selecting an email provider, it is important to evaluate their pricing options to see if they offer a perfect combination of features and cost-effectiveness. Modern-day cloud-based services offer subscription plans that bill you based on usage. This is the best option that lets you scale on demand while paying only for what you consume be it the number of user accounts, email storage size, features, etc. A service provider that offers seamless flexibility with prices for their subscription-based email services will be the most ideal candidate for your startup or small business.

4. Availability and Support

While choosing a service provider for your business email, it is important to pick one that has a well-defined Service Level Agreement (SLA) on service availability. For most startups, emails are the primary sales and marketing arsenal and often require round-the-clock availability and flexibility. As such, ensuring uninterrupted services for enabling such critical functions is an imminent feature that needs to be offered by the email service provider. While it is impossible to have a zero fault service, the response time they agree in the SLA is vital in making a choice. The faster the service provider can get your email back on track from a disruption, smoother and seamless will be your operations.

5. Security and Backup

At some point in time, businesses need to exchange sensitive data with their customers or employees through email. The information may include data pertaining to sensitive company credentials such as business models or financial statements. Hence, it is important to know how secure your email data is with the service provider you choose. Any scope for data leaks or unauthorized access should be eliminated at all costs. From a security perspective, ensure that the email provider offers a well-structured and redundant backup policy. The provider must offer fault free service operations in the event of a major issue.

Related Reading: 5 Ways Small Businesses Can Promote Collaboration Among Teams

It is important for startup businesses to entrust their core communication channels like email to a service provider that can help facilitate seamless availability, affordability, and flexibility of features. This is why cloud-based enterprise platforms like INFINCE are finding greater acceptance among small businesses and startups. With interactive enterprise management features and powerful email and other communication platforms integrated into them, INFINCE can be the game changer in your digital journey. Get in touch with us to explore more about how INFINCE can be your startup’s best companion.

Features to look for while selecting a project management tool for your small business

For any small business, the best way to ensure a culture of continuous success in their services and offerings is to seamlessly facilitate teams to work together on projects. Hence, the need for a simple yet powerful project management tool is a matter of high importance. 

Every member of a team needs to be able to track and manage activities in their individual and group level-dependent tasks. From a simple tracker of daily meetings or scrum updates to enabling faster completion of dependent tasks, there are quite a few capabilities that small businesses must look out for while selecting a project management tool for their operations. Let’s have a close look at the top 5 features that every small business need in their project management tool today:

1. Resource Management

Without a doubt, any project management tool will be the key source for managing resources assigned to a project irrespective of the size or duration of the project. It gives a clear picture for decision-makers to lead efforts for new deals from customers based on the availability of resources free to take up the load. 

Such a tool gives management the visibility of their resource utilization from past or current in-progress projects as well as their availability for future work orders. This intelligence about resource utilization and availability will be useful in setting the tone for a number of activities within the organization such as marketing, recruitment, budgeting, infrastructure and maintenance planning and much more.

Related Reading: 5 Ways To Run A Successful Business With Remote Employees

2. Manage Scope Changes

Every project that your team sets out to work will have an initial scope of work defined according to customer expectations. But in most cases, customer expectations change in short time spans. This leads to situations where a project or individual task scopes require a change in definition midway into their original implementation. With an effective project management tool, it becomes easier for managers to identify points of impact with the scope change and delegate responsibility for change management to every individual or group that may be impacted by the change. 

Another important point to note here is that the intelligent insights you have into your team’s availability and task progress can be used to resist overwhelmingly large scope changes that have deviated considerably from initial customer requirements. It will be easier to give a data-backed response citing budgetary constraints, delivery timelines and resource availability for unaffordable scope changes.

3. Issue Management

In every project, it is the duty of the managers to identify obstacles and issues that prevent the project or sub-tasks from progressing. This becomes easier with a powerful project management tool. 

When various stakeholders of the project report an issue, it is easier for managers to identify dependent task owners or groups who can step up to resolve the issue in the fastest and best way possible. A faster resolution will enable faster time to market for customer deliverables and effective issue resolution will ensure that the delivered product or offering will meet or exceed customer expectations and avoid returns.

Related Reading: 5 Ways Small Businesses Can Promote Collaboration Among Teams

4. Schedule Management

As far as small businesses are concerned, they face the challenge of having to deliver on customer commitments in the fastest schedule possible. This is vital in their growth journey especially if it is the case of a budding startup. Having to rely on manual documentation and spreadsheets to keep track of subtasks and activities is not a welcoming endeavor. Having to follow up with concerned personnel for updates will result in a lot of time and effort overhead which can slow down delivery timelines. This is where a project management tool can step up the game. 

With effortless schedule management, easy and transparent team visibility into task progress, it becomes easier for managers to keep projects on schedule. It also offers insights for planning backup or replacement of resources in emergency situations without impacting delivery timelines.

5. File Management

Irrespective of the domain, any project will involve tons of documents and other files that need to be available for immediate access by all stakeholders. It may be related to project development, schedules, customer deliverables and so on. Without secure file storage and exchange channel, different personnel having access to the project will find it difficult to obtain relevant information on a need basis. 

A project management tool will enable easier and safer access to files such as documents with features such as permission control thereby eliminating unauthorized access. This is a key feature to look out for in a project management tool for small businesses with the security aspect taking center stage to protect sensitive customer data as well.

With the rise of digital, organizations are re-thinking the way they monitor and manage complex customer engagements and projects. For small businesses, the need for effective project management is essential to keep a sustained growth in their business. With InfinCE you can build smarter business practices that enable collaboration among departments and organizations, and engage your customers and workforce better. With seamless project management capabilities, it can help drive success faster for your customer projects. Get in touch with us to see how InfinCE can support your project management efforts.

Why Your Startup Org Needs A Professional Email Account

The disruptive gains made by several first-time entrepreneurs in the areas that were once dominated by the big fishes in the industry have given way to the age of startups. However, with the rise in popularity, it is likely that every idea you have for a startup will be probably thought of by another person or team as well. Therefore, today you have multiple startups working in the same domain with tight competition. Here is where every element that makes your startup unique from the rest can be a game-changer or decider of success. 

While innovations in business models, monetary backup and investment, pricing schemes are all key elements in making your startup stand out in the long run, there are a few marketing elements that could make an impact immediately. Your business email is a prime example of such a marketing entity that can re-define your first impressions in the market.

Once you have decided upon a name and launched a website in your name domain, the next important thing to do is to set up a professional business email account with your domain name. Many startup founders make the mistake of using a free email service in the beginning and reach out to customers or investors for deals. You need to be professional from day one to create a better experience for every stakeholder you reach out to, including your customers, investors or other prospective talents who you wish to hire for your team. 

Here are 4 reasons why you should have a professional business email account for your startup from day one:

1. Personalized Experience

It is expected that by 2023, the average number of emails that will be sent daily will be around 347 billion worldwide. Your startup’s marketing email or customized investor pitch will be one among them and should you choose a regular free email service like Gmail or Outlook without your domain in the email address, then chances are that you will likely fall out of the 17.92% of emails that are opened every day. 

A personalized email from a business email account is more likely to be opened by a prospect as they would expect it to have something valuable to offer. The content in your email is a topic for another discussion that we are keeping for some time else. The domain name itself can create a sense of personalized branding experience which will improve your acceptance rates in the market significantly.

2. Improves Credibility

Did you know that amongst the millennial generation, nearly 68% have agreed that promotional emails have influenced their purchasing decisions on various occasions? This is a wake-up call for startups to start promoting their business through email campaigns. But then comes the question of credibility. 

How can you ensure that prospective customers will open and respond to your promotional email? 

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Having an email account with your business name’s domain at the end surely helps in this regard. People have a natural tendency to ignore promotional emails from generic free email services like Gmail. This happens even if you have a great subject line to catch attention or even better promotional content in the body. The impression that the brand has its own website and business email account is vital for establishing the right contact in the first instance.

3. Provides Flexibility for Future Expansion

In due course of time, your startup is expected to grow into a sizeable business with a possibility of numerous subdivisions. If you have a professional business email account rather than a free one, then it is very easy to set up sub-groups within the main email account in your domain. It will ensure that every sub-function or department in your business has a unique identifying email subdomain for better internal mail management and communication. Additionally, this allows external stakeholders like customers, partners, and vendors to reach out to the right department when they need support. 

For example, customer service requests may be directed to an email account like “support@mybusinessname.com” for faster responses. Investors may reach out to “investorrelations@mybusinessname.com” for their dedicated information hotline and much more. Today there are cloud-based service providers that offer unlimited expansion in subdomain email accounts under your main domain on a subscription basis. These ensure that your overall costs stay under control and you only pay for what you use be it storage or number of users.

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4. Higher Security

We are not saying that generic free email clients available today are insecure but as far as a business is concerned, their email systems often handle sensitive and confidential customer and business information. So, an extra layer of security is always needed to safeguard the system from cyber threats. Dedicated business email clients offer this added layer of security for your business email and ensure that file exchange, data and user management is seamlessly secured by encryption and other security standards. Effective rights management controls to ensure that no unauthorized communication happens from your business email account and prevents leakage of sensitive data through emails.

5. How InfinCE Can Help

A professional business email is a startup organization’s first asset to begin scouring for resources, be it customer deals, investor communications for funding and vendor communications. To get the first impressions right, it is absolutely vital to have a secure and powerful business email platform incorporated in your own domain. Successful businesses rely on platforms like InfinCE to set up their entire digital ecosystem from websites to business emails and intra-organizational information management. Our suite of applications running in the cloud allows you to build the most secure and flexible digital framework for your startup. From setting up a professional email account for your small business to manage user rights, InfinCE has a host of features designed exclusively for startups and small businesses to start their digital journey. Get in touch with us to know more.