how-to backgroundSoftware Guidelines and Advice for Entrepreneurial Success

Software Guidelines and Advice for Entrepreneurial Success

By Maëlys De SantisUpdated: May 20, 2020, first publication: January 2019

Are you the Head of a VSB (Very Small Business) with less than ten employees? Perhaps you are starting up your own business? In this article, you can find our tips on the types of business software to that you can use on a daily basis to facilitate the management of your company and minimize the number of difficulties you may encounter along the way.

Some key starting points

How will I achieve my aims and objectives and put my business plan into action? What should be the very first tasks on my to-do list?

Marketing/ Commercial Prospection 

Finding customers to breathe life into your company is paramount


Keeping said customers is crucial for development. One-off sales are short-term and weak in terms of sustainability. Therefore it is necessary that you construct client relationships upon trust and reliability


  • Operational: Start by creating a professional email account
  • Promotional: Communicate more broadly; promote your news and your image. Gain visibility and legitimacy to improve your customer relationships, both in the eyes of current and potential customers and partners.

Billing and receipts 

At the very least, you should be monitoring your accounts. It's all well and good having a sufficient number of clients, but are they paying you as agreed? Tracking and following-up of payments (if necessary) is important.

Avoiding risks and staying on the path to success

Part of being a company, no matter how big or small, involves a certain level of exposure to risks. This is why you must ensure the following precautionary measures are put into place. 

Backing up of data

A sudden loss of information can have dire consequences. Loss of a client file, dataset or accounting not only wastes time and energy, but your image and credibility could also take a hit, affecting current and future business opportunities.

Data protection

What can you do if a hacker corrupts your system or demands a colossal ransom? Hacking can happen to anyone, so better to be protected beforehand. Nowadays there are numerous types of malware that exist to keep your data safe and secure. 

Management tools that will help you face up to difficulties and challenges

SaaS type management solutions likely to help the daily running of your business.

Software Main Advantage Designed for
Zimbra Open Source Large and small businesses
TigerPro Monitoring and ensuring secure sales and accounts Any business
Send-Up Marketing campaigns and surveys Small businesses and start-ups
AdBackup Local and cloud backup All businesses
Bitdefender Cloud administration console Any size of company

Zimbra for your email account

In today’s world setting up a professional email account is an obvious move. But what’s not so obvious is which email server to choose. Zimbra is a collaboration software series for increased efficiency, productivity, and responsiveness. It is one of the most sought after by companies, organizations and associations alike.

  • Open source: Customized by Ovea and hosted in France. It stands out for its availability and the quality of its linked services.
  • Zimbra Mobile Plus: Syncing across all devices permits you to work on the move: you can access your email account, list of contacts, calendar, and even your work documents as well as receive PUSH notifications.
  • Messaging service allows to cut down on the amount of traffic generated by emails 

TigerPro for canvassing, retaining customers and even billing

TigerPro is a Customer Relationship Management (CRM) tool, which allows you to analyze commercial loyalty. It can also extend to act as your commercial administration management allowing you to control, regulate and monitor your sales and accounts online. TigerPro is a software in which you can:

  • Formulate your differentiated pricing frameworks
  • Send quotes to your prospective customers as you would with a quoting software
  • Automatically turn these quotes into bills
  • Track payments and set reminders for healthy cash flow
TigerPro Software: Simplify your daily life

With these workflows integrated into a single tool, TigerPro expands the notion of CRM and offers the start of an ERP (Enterprise Ressource Planning) solution, valuable for the creation of businesses and small, developing structures (a dedicated ERP could cover different needs and processes like purchase and stock management, for example). For a deeper accounts management (general accounting, accounts data entry, tax reports...), we suggest that you use a dedicated online accounting software, such as the EBP Compta software, for example.

Send-up to communicate

Now you need to think about how to communicate. With a CRM software such as Send-up multichannel communication allows you to carry out marketing campaigns:

  • By email: An intuitive drag-and-drop interface. Once the campaign has been sent, a report detailing the analytics on the sales revenue, in particular, allows you to evaluate the impact in real time. Optimization of the campaigns may be managed via the control panel. 
  • By SMS: You can send SMS push to your customers or prospective customers with a specific message
  • By fax: Still used in "old school" sectors! Your campaign is exported in pdf and then sent.

Send-up also offers to conduct market and satisfaction surveys via forms and polls.

TigerPro Campaign Report

AdBackup to safeguard your data

Data is precious to all businesses (VSBs, SMEs, large businesses). With a database, a contact list, logs of exchanges and work carried out, safeguarding of information should be a priority. Otherwise, you run the risk of a server crash meaning you could lose everything. AdBackup is a software that offers both local and cloud backup, with the guarantee of simple recovery, security, and support.

Bitdefender to protect your data

Backup is one thing, protection is another. When using professional devices: computers, tablets, smartphones; specific apps: email, portals, software... protection from potential malicious attacks is vital. This is what BitDefender offers with its Cloud administration console to configure and roll out a complete cybersecurity system, protecting you both on the Cloud and locally.

BitDefender: Data Protection Feature

Is installing SaaS or cloud-based computing really worth my while?

Any business, regardless of its size, requires various systems and technology to run smoothly. These will vary according to the specific business, as will specific risks. As the Head of a company, you want stress kept to a minimum and productivity to a maximum, therefore, it is of the utmost importance that precautionary measures are put in place to avoid confusion, disappointment or significant losses. Nowadays, a broad range of accessible and adaptable management packages exist. Don't hesitate any longer, take the leap and begin simplifying your life today!

Transparency is an essential value for Appvizer. As a media, we strive to provide readers with useful quality content while allowing Appvizer to earn revenue from this content. Thus, we invite you to discover our compensation system.   Learn more

Best tools for you

White paper backgroundHow to prospect for sales: techniques, tools and steps
White paper
December 24, 2021
How to prospect for sales: techniques, tools and steps
How to prospect for sales? Sales prospecting is the key to finding the right target audience. The methods involved, that you will find in this article, will help you ace the techniques of acquiring the right customers.
Software backgroundSmall business CRM software for 2021: Reviews and Comparison
October 7, 2021
Which is the best CRM for me?
Too much CRM software on the market? Are you are wondering which CRM software is the best for you? Discover our comparison to find the future ally of your business development.
Software backgroundbest ERP for small business
March 16, 2023
9 Highly Customizable CRM Systems for Better Sales Management
Discover 9 customizable CRM systems that will help you handle sales, marketing, and customer service from a user-friendly, business-specific workspace. Compare Zoho CRM, Pipedrive, ClickUp, CompanyHub, Salesforce Sales Cloud, HubSpot, Maximizer, Freshsales, and Zendesk's pros and cons to find the best fit for your business.
Software backgroundThe Ultimate Guide to Mobile CRM: Enhancing Customer Engagement and Boosting Sales
March 16, 2023
The Ultimate Guide to Mobile CRM: Enhancing Customer Engagement and Boosting Sales
Learn how a mobile app CRM can help companies collect customer data, track user behavior, and provide personalized experiences that boost customer loyalty and retention. Discover the benefits of adopting a mobile CRM, what makes a good one, and a comparison of mobile CRM systems. Mobile CRM solutions boost client engagement, conversions, and growth.
Software backgroundUnleash Your Sales Potential: Best CRMs for Insurance Agencies
March 16, 2023
Unleash Your Sales Potential: Best CRMs for Insurance Agencies
Learn about the top CRM options for insurance agencies, including Zoho CRM, HubSpot CRM, NetSuite CRM, Salesmate, Freshsales, Insureio, Radius, AgencyBloc, Zendesk Sell, and VanillaSoft. Discover the advantages, key features, and potential pain points of each CRM to make an informed decision for your business.
Software backgroundbest ERP for small business
March 16, 2023
11 Best Retail CRM Software Solutions for 2023
Looking for the right retail CRM software to take your business to the next level? In this article, we highlight the top 11 solutions available on the market today, including features and pricing for each, to help you make an informed decision.
Software backgroundComparing CRM enterprise software solutions
March 15, 2023
Comparing CRM enterprise software solutions
This article compares the features of the most popular Enterprise Customer Relationship Management (CRM) software solutions. Read on to learn about the key differences between the different CRM offerings and find out which one is the best to meet your business needs.