herramientas para digitalizar una empresa, tools to digitise a company

5 simple tools to digitise a company

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¡Tools to digitise a company! What tools for digitising a company do you know? Digitisation is one of the most challenging issues for most operating companies today. Updating processes, data management and governance, workflow transfer and many more are essential to understand that digitisation is much more than just having a website. ¡Tools to digitise a company!

In this environment, digitising a company has gone from being a plus to an obligation if you want to reach the company’s target and be productive and competitive in an increasingly globalised environment. Choosing the right digitisation tools is a fundamental part of an optimal digitisation process. This will have a direct impact on your business processes and on the investment needed to make the technological leap. ¿Tools to digitise a company?

Why digitise your company

As we have already mentioned, digitising a company is a priority in order to be able to compete in today’s market. The main reasons why digitisation has become an urgent necessity for any company are:

  • Streamlining processes and tasks. Digitalisation automates many of the repetitive and tedious processes and tasks, as well as replacing inefficient ones. These changes bring a higher level of agility (efficiency and speed) to the business.
  • Better decision making. Digitalisation makes it possible to have access to company information in real time, to know everything that is happening and to know what the real situation is. This allows better decisions to be made in all areas of the business.
  • More operability. It is not only decision-making that is affected. The operability of the company is increased, by generating more accessible, universalised and SaaS-based systems.
  • Cost optimisation. Digitalisation leads to a reduction in costs at different levels (hardware and software maintenance and updating costs, personnel costs, consumables, etc.).
  • Reaching a larger number of potential customers. Digitisation makes it possible to operate efficiently in new communication channels, allowing the company to reach a larger number of potential customers (email, online chat, social networks and web forms, for example).

In order to achieve full digitisation of the company, however, it is (most of the time) necessary to use various tools to digitise a company. These often respond to the needs of various departments which, taken together, are conducive to efficiency improvements and more positive results in the annual accounts.

5 tools for digitising a company

Knowing how and which tools we need to digitise a company is fundamental for you to be able to face the process with guarantees of success. Selecting and implementing the right business digitisation management tools is a fundamental part of the business digitisation process. ¡Tools to digitise a company! The key applications or tools to digitise a company that should be used for management are:

  1. Communication and customer management with CRM for business.

Customers must be the focus of the company in order to be able to offer them what they really need. With a customer relationship management (CRM) programme for companies, it will be possible to manage all the information generated in the customer/company interaction, regardless of the communication channel through which it takes place.

The choice of a good CRM is fundamental, as most elements of communication with customers (emails, meetings, calls, etc.) should pass through it. With a CRM, the sales force can be aligned with the financial department and customer service, to achieve greater collaboration, avoid overlapping tasks and processes and achieve better results for the company.

A further step could be taken with an ERP (Enterprise Resource Planning) system, a much more tailor-made solution that is perfect for medium to large companies. In this case, we are not only talking about a communication system for customer service/sales, but a comprehensive system for all business areas, from logistics to reporting.

  1. HR control thanks to cloud services

Personnel management needs are wide-ranging and diverse, so it is necessary to have a solution adapted to the new needs and requirements. Nowadays, clocking in by a company’s employees is a requirement in Spain. Having a clocking-in method is also a way to control absenteeism more or less automatically.

For this reason, thousands of companies today have a digitalisation tool known as an HR programme. Most of them are still SaaS with automatic and manual employee clocking in and out and holiday calendars. However, there are also more complex software programmes that cover all the requirements of companies in special categories (transport, healthcare, etc.) whose working hours go beyond the typical office hours.

Some of these programmes also allow management by user, sending payslips, requesting holidays… all by means of an online, automatic and secure registration for both the employee and the HR team.

  1. Cloud storage of all types of files

Cloud migration is a process that is directly linked to the digitalisation of the company. Moving all of your company’s data and information to the cloud is an important step towards increasing security, providing access from anywhere, at any time and using any device.

Today, everything from simple Google Drive type tools for digitising a company to SOA architecture storage systems and servers facilitate the storage of files. In addition to this, there is the possibility to share any kind of documentation or information securely between selected users.

  1. Online positioning and visibility

The online market through the internet allows you to compete with large companies, using digital marketing strategies of SEO positioning, email marketing and Social Media. Online presence has become essential for both B2B and B2C companies, although both have their own channels for promotion and acquisition.

Resorting to web analytics tools (Google Analytics, Microsoft Clarity, etc.), accessing ad marketplaces such as Google Ads or managing and approaching lead management through regular automations (we refer to the use of CRM) becomes one of the essential values of any company that seeks to digitise in a comprehensive manner.

  1. Accounting, invoicing and expense note software

Day-to-day businesses need tools to digitise a company that can be integrated to help and manage all areas of a business. In the case of companies with mileage expenses, representation, per diems, travel… The presentation of expenses becomes complex, as an administrative and accounting task is being delegated to staff who are not normally specialists in this field.

Expense notes are elements that must be managed quickly and efficiently. With XPENDOR we offer you an app that streamlines the delivery of expense notes and eliminates any errors or delays in their management. With a cost per use and an implementation that will allow you to be working in days when using one of the tools to digitise an expense management company.

The use of the right business software is essential in the digitisation process. Cloud technology is the best suited to the current needs of the market, with cloud applications that provide great agility, mobility and security to the business, such as XPENDOR and CRM and ERP business management tools.

Digitalisation is a process that every company must embrace today in order to grow and compete in today’s market. The choice of tools to digitise a company, modern, flexible and scalable software and platforms must be a priority in order to achieve the best results in this change. ¡Tools to digitise a company!

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Access the recording of the webinar "Efficient Expense Management", where you will see the use case of the Gastifácil App

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