Although organisations differ and vary in the way in which they’re run, all businesses have similar issues.

For example, all businesses have to ensure time is well spent and that they suitably prioritise.

Equally, they must also ensure that customers and clients are served well and kept happy.

As such, here are our top 5 processes you need to review to ensure your business runs effectively and efficiently.

1. Time Management

Whilst most business owners would agree that there never seem to be enough hours in a day, some deal with it better than others.

Conducting regular time management studies is a good idea, especially as business evolves and changes. For example, reviewing the way in which any process in your business is carried out is just common sense.

Checking that timesaving practices are integrated into each element of your business will save valuable time. For instance, streamlining a distribution process and allocating a specific role to each member of the team will make for a slicker process.

2. Email Management

If you recorded the time spent on reading and acting upon every email that drops into your inbox, you’d be shocked.

For example, it takes up to 23 minutes to regain focus after a distraction such as dealing with an email!

Consequently, it’s a great idea to review how you deal with your emails.

Although you need to keep an eye on anything important, deal with incoming emails only during allocated time periods.

Not only does this save time, it also keeps focus.

3. Bookkeeping

If you’re one of those business owners who panics as tax submission dates loom, it doesn’t have to be like that!

As such, simply setting aside a short amount of time each week can save a huge amount of hassle.

Every week, log all recent business expenses on a simple spreadsheet and file all receipts chronologically.

Additionally, make sure you keep a simple record of all sales made.

Even this basic method of old-fashioned double entry bookkeeping will give your accountant all they need to submit your accounts.

4. Customer Relationship Management

Whilst a spreadsheet detailing all your customer data and dates and details of all contact made will do the job, using a CRM system will make your business much more efficient.

Programmes such as Hubspot and Mailchimp allow you to store all the information you need.

Similarly, these programmes will allow you to effectively categorise accounts into prospects and existing customers.

Equally, CRM systems allow integrated communications for emailing customers.

Consequently, as your business grows, all your team will have equal access to all information.

No longer will you need to keep lots of information in your head about which no one else knows!

5. Project Management

In addition to using a CRM system, maintaining a bespoke project management system makes any team hugely more cohesive.

Programmes such as Trello and monday are fantastic tools to use to detail all projects on the go.

Whilst you can download all your planned and current projects, you can also assign tasks and projects to members of your team.

Consequently, the collaborative nature of these programmes will make your business more inclusive and efficient for sure.

To learn more, get in touch with us today.

This blog was produced in collaboration with Court of Protection Solicitors: Thaliwal and Veja , and producers of Comfortable Shoes: Jhuti .