All-In-One Business Management Platform

Business software is defined as an application or a system of tools which help companies manage, support, automate and improve their processes. Given that it is well sought, a business management software will help manage all your core business processes in one unified and complete system. 

Having said that, keep in mind that the whole purpose of a business management software solution is to make your work more efficient, not create extra tasks. Hence the reason why research is vital when choosing the best business management software platform for your business.

Some major business management features you are likely to need in your new software solution:

• Project & Task management

• Timesheets & Calendar Management

• Document Sharing & Instant Messaging & Collaboration

• Sales Management & CRM

• Budget, Invoice, Expense and Financial Management

• Business Intelligence and Dashboards

• Accounting and Financial Reporting

• Human Resources Management Systems

How to find all these functions and bring them together?

Not only bring them together but have them integrated to run smoothly, without any glitches. Where can we find such a complete business management solution platform? Instead of losing too much time on different point solutions which come from two or three platforms to manage your business, choose a platform that has it all.

With a large variety of products and tools to choose from, the selection process could be overwhelming. There are tools which have integrations to other products, and products that have integrations to their own tools and applications.

If you have been searching, you most likely have completed many days of free trials for various business tools, and more than likely you have had no luck so far in finding your perfect match business platform.

This is where CloudOffix is different. The most prominent feature that sets CloudOffix apart from the rest is that it is an all-in-one complete business platform with all applications and tools built in one platform, as one.

CloudOffix is a cloud based, all-inclusive business management platform software. It revolutionizes the way businesses are run, by offering a complete business management tool package, eliminating the need for separate application integrations.

It houses all tools necessary to run a business from end to end on a single platform, which opens the way for a complete collaboration between applications. Some applications necessary to run a business include Project management, Sales management, HR management, Helpdesk, Marketing management and customer support to name a few. Imagine a platform that has all these modules plus many more features to get your business flying. That is what CloudOffix has accomplished

Although many platforms claim to be an all-in-one solution, their applications and tools have been added later, then integrated into their systems. CloudOffix however, has been built as a complete business solution from the ground up. All tools and applications have been thought of in the making.

We have mentioned the some of the base requirement features of a business solution platform. However, we all know that may not be all that is necessary manage projects and sales pipelines. let's take a look at some 'nice to have' business management tools:

• Email marketing,

• Time tracking,

• Gantt charts,

• Team collaboration

• Up to date data in real time

• Social media integration

• Cloud-based

But why adapt to a platform when it can adapt to you?!

CloudOffix is fully customizable, which makes it extremely useful for team members to customize their screens to suit their style of use. This feature is also relevant at management level. Managers can also add or remove various fields and buttons they may need for the smooth running of their growing businesses.

While all applications have been built into the system from the beginning, it also gives the freedom to choose the specific applications we need to use for our business. CloudOffix has all the apps and modules necessary to run all aspects of any business under the one roof. It does, however, give the option to pick and choose the applications and tools that your particular business needs.

Regardless of whether you are a small business owner, or a large corporation, this type of flexibility makes it versatile enough for any use case, especially with its customizability feature. Every product in CloudOffix is strong, but the magic occurs when you use them together.

CloudOffix houses all tools and applications necessary to manage a business from end-to-end. Marketing, sales, human resources, help desk, project management are some but not limited to being the core tools of a business management suite. It brings out the magic by allowing these applications to dance in harmony.

Here are some of the main players and their talents:

Marketing Cloud

• Website builder – Use the fabulous ‘drag and drop’ feature and your imagination to simply drag and drop items to create your unique website.

• E-mail marketing – Once you’ve collected leads through the form on your new website, use them to send mass emails to market your products or services.

• Marketing automation – Automate that mass email campaign! Get the ball Rolling by setting rules and time intervals for your email campaigns to be sent automatically.

• Link Visitor tracking – As you start to attract traffic to your website, you would like to know which pages are attracting interest right? You can see, track, take action and report the Daily visitors to your website.

• Event Management – Manage all aspects of your events from the first invitations to the final satisfaction surveys.

Sales Cloud

• Lead management – Capture and create leads through a variety of channels. Then score and nurture them into opportunities

• Opportunity management – Manage opportunities through the different stages of your sales funnel.

• Order Management – Once an order is received, the supplier needs to fulfil the order by making sure the customer receives their items quickly, and with minimum hassles

• Inventory management – Monitor stock levels. Stay ahead of stock counting, with stock forecasts. Set shipment rules, track item shipments

• Subscription management – Upsell or cross-sell with the subscription system. Keep you customers coming back regularly.

• E-Commerce – Keep up with the times in todays' ever-changing World. Take your business online to bypass the business hours and always be visible
  
  

Human Resources Cloud

• Recruitment management – Search, select, onboard your new employees. Advertise and share your open positions through your newly created website.

• Expense management – Track and manage all expenses related to your business, including but not limited to office requirements and staff expenditures

• 360 Degree appraisal – Evaluate your employees and have them evaluate you, totalling up to 360 degrees. Build, send and evaluate surveys. Get detailed reporting.

• Leave management – Employee time tracking can be tedious and subject to human error without the right tools. CloudOffix brings the human error to a minimum, doing the crucial calculations so that you don’t have to.

Project Management Cloud

• Task management – With a visual overview of tasks and milestones in calendar view, you’ll always be organized. Checklists and descriptions within tasks will break down the bigger picture for you and eliminate the overwhelming feeling.

• Agile Project Management – Agile approach to project management allowed for mobility and nimbleness of project management. Run your scrum meetings, and track your sprints on agile boards to visualize the process. Sprint through your backlog as they enter your workflow process.

• Timesheet management - Timesheets define important information such as how much time an employee has spent on a particular job or project, how much time they have to spare for an upcoming task, and how much to charge our clients.

Invoicing Cloud

• Payment management – Manage the way you’re paid. Offer your customers many channels in which they can make payments. Send invoices easily through the CloudOffix platform.

• E-invoicing – Reduce the risk of human error and fraud by exchanging invoices through the system.

Helpdesk Cloud

• Ticket management – Tickets can be created through various ways such as incoming emails, live chats, website forms or directly by agents. Tickets can be prioritized, categorized, and assigned to the right people.

• Collaboration – Users can collaborate and share ideas, thoughts, and comments regarding tickets. They can see chat history, so their replies to customers are always in context and relevant. This leads to better support for your customers.

• Customer satisfaction surveys – There’s always room for improvement, but we don’t always know where to begin. This is where customer satisfaction surveys come into play. Directly ask the people who use your goods and services instead of making second guesses.

• Reporting – Reporting is crucial when it comes to analysing your business. CloudOffix has the right tools to make reporting easy, accurate and understandable. Use various graphs and views including Gantt charts.

• SLA Management – Create SLA’s in accordance with the urgency and category of tickets. Create SLA’s specific to customer agreements. Reply and resolve tickets according to the SLA rules and deadlines.

Now that we’ve met some of the magicians, let’s check out the kind of magic they are capable of when their powers are combined.

We can begin with the marketing cloud and use the drag and drop features of the website builder to design and build our website and wait for visitors to knock. Check daily website visitors simply by clicking the website visitors button. All visitors who just can’t get enough of your website, keep coming back for more are listed here.

The system shows us exactly when, which pages and how many times a prospect has visited our website. Leads are created automatically if the visitor returns more than once. If they go onto the live chat, or fill out a form, their contact details are filled out automatically on their contact card.

Now you can include your visitor in your mailing list and start nurturing. The next time they touch base with you, you know that they have previously been on your website, and you can lead your conversation with insight of what your prospect is interested in.

• Send out your mass emailing campaign and monitor its progress. Turn leads into opportunities and lead them through your sales funnel.

• Start your project tasks and monitor your activities through your highly customizable dashboards. Make informed decisions using the accurate reporting tools in CloudOffix..

• Send surveys to your customers and find out what their opinions are about your business and how you can make improvements to better your business processes.

This was only a preview of what CloudOffix is capable of and the magic its components possess.

All this and more can be achieved on a single platform, without the need to integrate so many other apps to get the job done!