Our companies are facing moments of uncertainty and change.
One of the hardest challenges has been having to change the work system and move from face-to-face work to telework.
Companies have suddenly been forced to take the first step: switch from face-to-face meetings to video calls.
However, this is only the first step.
Then they will have to manage contacts, files, and projects remotely. Then it will be when the face-to-face work will have really given way to teleworking.
To facilitate this digitization work, there is business management software known as CRM or ERP.
In this post, we explain what they are and how they can help you make the leap towards the true digitalization of your company.
How can I digitize my team?
Digitalization of my team is not just to have a video call or use the telephone, this can be useful for some kind of conversation. Once you need to make wide middle management you will feel completely overcome with the situation. At this moment you will need specialized software for your needs.
But, wich one should I have to have? firstly think about which kind of management software we can find for an SME or Non-profit organization:
You can find in this image a few examples of software and their kind. Once you have this, you should know your need and try to figurate out if it is more to the features of a CRM, an ERP or a FILES/DOCUMENTATION or a combination of all of them. You can learn more about CRM and ERP in this article: A CRM is a customer relationship manager, while an ERP is an enterprise resource planning system.
While CRM focuses on the customer and their business relationship, ERP software is an internal tool for business processes and the exchange of data between the different departments of the company.
Benefits of implementing a CRM or ERP
Once you have all about your team centralized, from the documentation: invoices, budgets, glossary, protocols, also the contact list, and the projects, you can check, edit and command any action from any device.
Enhance your team
by being faster, scalable allows you to work remotely and more team members it wouldn´t be an issue in terms of operational coordination.
Knowhow remains on the organization
Despite you have a new team member or someone left the team, all the knowledge will remain on the organization thanks to the centralization of the documentation, de project management, and contact relationship management.
Project control
It is necessary to register the various works carried out in order to obtain not only the information on the total time spent but also to be able to know the status and degree of execution of a project at any time.
This information allows us to correct deviations, and have information on the profitability of the project and will report greater competitiveness in planning future projects.
If, in addition, we want to pre-plan these tasks, we must have an updated agenda in real-time.
It will be essential to have access by all users to it and that new tasks can be scheduled, complete existing ones or finish them, both within the office and outside it.
Remote team
The best example is our own team. Carmen is working from Spain, Ferran from Croatia, Dijana from Macedonia, David from Belgium and Croatia, Jorge from Spain and Belgium and Vasileios from Belgium. All of this is possible because of the strong digitalization of our team.
Focus on your job, no in micromanagement
“Did you call to this provider? , how sent this document? who has the last version of the presentation? ” just forget about this. Once you have everything well implemented you can completely focus on your actual job, and all this micromanagement can be done with a quick and easy overview of the CRM or ERP.
Save time, and then money
Imagen how much time you can save if you have all the historical documentation of your contacts just to one click. At the end of the year, these operations mean a lot of hours, hours that it wasn´t expended in something more productive, creative or interesting for your team.
Video calling is just the first step of telework, but no the last one
With this health and economic crisis, companies have been forced to change the way they work. And mandatory face-to-face meetings are now made by video call.
But this is only the first step.
Then they will have to manage contacts, files, and projects remotely.
Then it will be when the face-to-face work will really give way to teleworking.
To facilitate this work, there are business applications such as CRM or ERP that will promote the quick and easy digitization of your company.
Get in touch with us and we will help you start this process with a safe step.
