Keep Your SMB Efficient and Organized with These 3 Tips

Keep Your SMB Efficient and Organized with These 3 Tips

Organizational skills may be the most overlooked and underrated aspect of small businesses. SMBs are working with less manpower and simpler technologies which means organizing files and workflow can easily fall to the wayside. Luckily, CRM tools are readily available to small businesses so they maximize their time management and organizational structure.



Here are a few ways to keep your business organized and your sights set forward so you’re never playing catch-up.

  1. Define Your Organizational System

Every person in your company may have their own definition of “organization” but it’s important that those individuals’ styles of organization can be reined in under one umbrella. Understanding the strengths and weaknesses of your company and its employees is crucial to developing the correct style for your business’ organization system.

  1. Simplify

As your company grows, employees will come and go. It’s important to have an infrastructure that will stand the test of time but is also flexible enough to grow with your small business. Break down the different facets of your business into a few main categories (Sales, Marketing, Clients, etc.) and expand upon them. Simplicity will help you locate and manage what you need at a faster rate.

  1. Integrate Your Workflow

It’s easy to inundate your business with apps and programs that promise ease of organization however not all of the apps and programs hold up their end of the deal. When looking to integrate your workflow into an existing system like a CRM tool, be sure it incorporates methods and tools that your company already uses. For example, W5 Templates is an excel-based CRM because most SMBs are already working with excel based programs for organization.  Make sure the apps and/or programs you choose to use can communicate with each other to eliminate any additional work.

Organizing an entire business can seem like a daunting task but if you chip at it little-by-little you can make it manageable. It’s important to define what kind of organizational system you’ll use, simplify that system and then integrate into the work you’re already doing. If you follow these steps with a CRM tool, organization becomes a breeze.

To learn more about W5 Templates or to try a free trial simply click here.

Dave Oshlag has been helping companies large and small stay organized and focus on the right projects for more than 25 years.  His specialty is saving hours of time wasted on disorganized systems without spending thousands of dollars. He’s best known for enabling massive changes in productivity with tools like W5 Templates that are simple, streamlined and get people organized quickly.

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