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Business Management Software: A Look at the Benefits

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| Business management software enables companies to manage and track essential business functions, including customer data, email, work orders, customer payments, sales, and more. – PowerPoint PPT presentation

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Title: Business Management Software: A Look at the Benefits


1

2
  • Business Management Software (BMS) is computer
    software that enables small and mid-sized
    business owners to manage important aspects of
    their businesses, including
  • Accounting
  • Customer data
  • Email
  • Field scheduling (e.g. for technicians and
    contractors)
  • Financials
  • Operations
  • Payment processing
  • Payroll
  • Sales
  • A central database that captures a companys data
    into a single system helps streamline processes,
    improve efficiency, and prevent errors and
    oversights.

3
  • Too often business owners allow themselves to be
    bogged down by administrative tasks that can be
    automated or handled by someone else.
  • Business Management Software enables you to focus
    less on administrative tasks and more on what
    really matters growing your businesses.
  • Dont spend your time on administrative tasks
    that business management software could handle
    for you.

4
  • Business management software enables you to
    capture and store essential information about
    your customers.
  • Never shuffle through folders or sift through
    Excel spreadsheets again to find customer
    information.
  • Business management software enables you to
    input, retrieve and export customer data all in
    one place, and it securely stores the
    information.
  • BMS also allows you to easily send your customers
    correspondences like coupons, emails, and
    surveys, increasing the
  • familiarity and salience of your brand.

5
  • Muddled, disjointed workflows cost your business
    money and decrease employee and customer
    satisfaction, leading to internal and external
    turnover. This is simply bad for business.
  • By using centralized business management software
    to
  • Send emails
  • Store customer data
  • Send out work orders
  • Process payments
  • Communicate internally
  • Your workflows become easy to track, manage, and
    monitor.

6
  • In a business, time is money.
  • Using multiple systems is inefficient and
    cumbersome, and it can lead to confusion and
    errors.
  • Business management software centralizes your
    office programs.
  • Input customer data, send out work orders,
    perform accounting and payroll functions, and
    send messages, emails, and letters, all from a
    single program.

7
  • BMS with a payment processing interface allows
    you to securely process credit cards and
    electronic checks from your customers.
  • This helps ensure that your business is PCI
    compliant and that your customers financial
    information is protected.
  • Payment processing functionality also enables you
    to secure payment from your customers without
    having to wait for checks and other slower forms
    of payment.

8
  • Whether you need to schedule a meeting with a
    customer, a contractor, or your CFO, scheduling
    software helps you make appointments and avoid
    double booking.
  • For field service industries like plumbing and
    HVAC, a BMS program with scheduling software
    enables you to review upcoming jobs, look for
    available contractors, and schedule customer
    appointments.
  • BMS programs typically come with a report
    generation feature that allows you to print
    various reports and avoid manually entering data
    into a program like Excel.

9

  • Reputation is everything in todays online world.
    Poor remarks about your company on review sites
    can hurt your business considerably.
  • You cant afford to lose customers or damage your
    reputation because of disorganization and poor
    communication.
  • Business management software helps you
    streamline workflows, improve efficiency, and
    keep internal communications flowing within your
    business.
  • And when your business operates more smoothly,
    your customers will be positively impacted.

10
  • Service Line Up is the creator of affordable
    business management software to help business
    owners streamline workflows, increase efficiency,
    and improve customer satisfaction. Our
    industry-tailored software includes options for
    field service companies (plumbing, electrical,
    HVAC) as well as cleaning service companies
    (housecleaning, janitorial).
  • Print reports and manage your email, customer
    data, work orders, and much more. Our software
    helps you focus on what matters growing your
    business. To learn more about our affordable
    monthly and annual plans, visit servicelineup.com
    or call us at 800-963-8847.
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