What to do when your business outgrows spreadsheets

If you are like most businesses, you track some of your data in spreadsheets. Spreadsheets are easy and flexible, but they have one major limitation: they can only be worked on by one user at a time. Many businesses start by tracking customer records, daily activities and other data in spreadsheets but what do they do when they start having more people that need to access them at the same time?

One solution is to use pre-made software. For instance, if you wanted to keep track of your contact’s information, you could use contact management software such as LogicBright CRM. This would allow you to keep track of all your contact’s information in one centralized place where all your employees have access to the same set up data.

But what happens when your spreadsheets are specific to your workflow and boxed software just won’t cut it? Having a software custom written for your business, may not be as hard, or expensive, as you think. Many small businesses utilize custom software to automate repetitive tasks or assist with reporting.

To get custom software solutions developed for your business first ask yourself the following questions:

1)Are there time consuming daily tasks that could be automated?
2)Is my business relying on spreadsheets for day-to-day operations?
3)Would real-time reporting help my business?

If you answered yes to any of these things then you may want to find a custom software vendor by looking for website development firms.

Finding the right vendor

Many web design firms do only website design and they do not have extensive experience programming complex business applications. So make sure you choose a vendor that has the appropriate experience.

How to choose a Contact Manager or CRM

Here is a good aricle/tutorial of things to look for in a CRM or Contact manager

Wiki How Article

Using the sales cycle in your CRM to maximize efficiency

Most CRM software can be categorized in two groups. One lets the user operate the CRM software the way they want to without much guidance, and the other makes the user fit their way of doing things.

Both ways have a distinct advantage. The one that forces the user to do things a certain way typically keeps unorganized companies in check. But this is also not very flexible and doesn’t fit many types of organizations. Examples of this style can be found at netsuite.com and entellium.com.

The other way relies on each organization to train their employees on the “best” way of using the CRM product. This is not a bad thing and it typically allows a company to dictate exactly how they want to run their business. This is also allows for companies of all types to use the same CRM package. Generally this is the type of CRM most companies will choose. Think about it, does a computer company operate the same was as a charity or a bank? No, Then why would you choose a CRM that forces them to all do the same thing? Some examples of this type of CRM is salesforce.com, logicbright.com and sugarcrm.com.

One specific area of using CRM that many companies struggle with is the Sales Cycle. It can be difficult for business, especially small businesses, to use their CRM effectively throughout the sales cycle. The best way to solve this problem is to make sure that all your employees understand how leads, contacts and opportunities get moved through your CRM. Developing a “Best Practices” technique for your company is key.

Logcibright CRM has an illustrated flowchart of how Leads are found, converted to contacts and opportunities are created. Check out their CRM Sales Cycle.

The Top 3 On-Demand CRM packages

Most growing companies find themselves in need of Customer Relationship Management (CRM) software at some point. Choosing the right one can be tricky and there are more things than just cost to consider.

Here are three hot CRM companies and how they fair against one another.

Sales Force – This is the front-runner for On-Demand (website based) CRM. They cater mostly towards large corporations but recently added a small business version.

Pros: They are one of the most robust CRM packages out there and have good tech support. They offer good mobile support for Blackberry and Palm OS.

Cons: Although they cost around $15/per user per month for the first year, after the first year their cost triples! Their software is so robust that for most small businesses it is confusing and may require extensive training to utilize properly.

LogicBright CRM – This is the new kid on the block. They show a lot of potential for the SMB market since they are only catering to this market.

Pros: Logicbright.com is by far the easiest and least expensive CRM’s out there. Their cost is $20/user per month and extra disk space can be purchased if you wish to use the CRM more as file-sharing software. Since it is easy to use there is little training required.

Cons: LogicBright.com is a new product and hasn’t proven itself yet.

Sugar CRM - After coming out a couple of years ago, they have launched an impressive amount of add-ons and changes.

Pros: Lots of customization if you have on staff programmers, everything is open-source. They also have on-site options if you wish to house your own servers. Great for medium to large sized companies.

Cons: Focused too much on larger companies with their pricing ($50/user per month) and their features.

There are plenty of other CRM options on the market. Most are either designed for very small businesses such as ACT! or for large corporations such as Siebal. If you are a business in the 5-10 user range I would recommend trying out logicbright.com.

Website Usability

Usability on the web is a topic that many designers and business owners don’t seem to have a grasp on. For web designers this is an issue because many feel that a good, creative design should not be held hostage to standard usability requirements. While this is sometimes true, the real challenge is for a web designer to appeal to their audience. If their audience is artsy and expecting something cutting-edge, then the designer can feel free to express themselves fully because their audience will expect this. A great example of this is the tokyoplastic.com website. This site is entirely Flash based and mixes 3d with great sound effects. Language barriers asides, this site is hard to use but it is worth trying to figure out.

From a small business owner’s perspective, they want to make sure no clients are lost so usability should be the primary aspect when designing the website. Nothing says “Buy from us” like a great looking site in which a customer cannot figure out how to add an item to a shopping cart. Subsequently, a website that doesn’t look professional will turn customers away. So finding an adequate mix of professional looks with good usability will go a long way with your potential customers.

Reduce Clicks

One important factor to making a website easier to navigate is reducing the perceived number of clicks it takes to get to a page. I say perceived because if your site is well organized and categorized you can have the user click a few times to get to something without it seeming like it. Also, understanding that not all users use websites the way you or I do is important. So giving users a variety of ways of doing the same thing is key.

For example, I recently had the privilege of being a beta-tester for a new CRM tool called Logic Bright CRM. The first thing I noticed was there was several ways to do the same task. The duplicating of links really works because some users may never look at the one on the left and others may not look under the tabs, so this makes it easy for both types of users. Below is a screenshot of what I mean.

Navigation

Another aspect of usability is keeping the primary links/navigation of a site in the expected locations. This is usually at the top or left hand side of the screen. NEVER put your navigation at the bottom or the right side! There are two reasons you should not do this. First, a user doesn’t expect the navigation to be there so there is a learning curve for a user that is unnecessary. Second, if you user’s monitor is set to a lower resolution your navigation may not even show on their screen without them using the scrollbars. There are programmatic ways of solving this issue but they are generally cumbersome and create other issues with your website so you are better off avoiding this in the first place.

Colors, Contrast and Consistency

The final usability issue I will mention is the use of colors. Have you ever been to a website that has white text on a yellow background? It is just plain hard to read and for some people impossible. Your best bet is to stick with dark colors on light backgrounds or white text on dark colors. Along with using the right colors you want to stay consistent with your colors. If you have a link that is blue and underlined in one place make sure all your related links are blue and underlined.

There are countless other usability issues as they relate to resolution, accessibility, file size and scalability. But those are topics for another day.