Software guidelines and advice for entrepreneurial success

By Jana Walsh
Updated: 20 May 2020, first publication: November 2018
how-to backgroundSoftware guidelines and advice for entrepreneurial success

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
Simplify your life, tailord business software, TigerPro CRM

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.

SendUp, Simplify daily business life communication software

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 SMB data protection simplify your daily business life

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
Software backgroundSmall business CRM software for 2021: Reviews and Comparison
7 October 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.
Tip backgroundTop 7 retention metrics to measure customer loyalty
1 October 2021
How do you measure customer loyalty?
How do you measure customer loyalty? Discover in this article the difference between customer loyalty and customer retention, and the top 7 retention metrics to measure customer loyalty
Tip backgroundCRM System Implementation- Improve Performance By Automating
28 September 2021
CRM System Implementation-Improve Performance By Automating
Are you constantly looking for new solutions to improve your customers' experience? By investing in a CRM your company can not only automate and improve efficiency, but also improve your customers' experience. Click here to find out the benefits of a CRM software and how to implement it.
Tip backgroundLead Conversion: Tips to Transform Potential Customers
24 September 2021
Lead Conversion: Tips to Transform Potential Customers
CRM is a valuable tool for sharing information, tracking contacts and planning prospecting. It is The solution for optimizing your commercial activity and look no further than in this article to give you tips on how to measure and be successful at lead conversions
White paper backgroundSales Closing Questions and Tips to Seal the Deal
White paper
24 September 2021
Sales Questions and Tips to Seal the Deal
Do you sometimes struggle towards the end of a sale? Do things start to unravel just when they seem to be coming to a successful end? Don't worry, we have tips and suggestions to make sure the next closure you have is a successful one.
Definition backgroundCRM advertising: A must-have for businesses to fully understand customers
21 September 2021
CRM advertising: A must-have for businesses to fully understand customers
You wish for your marketing strategies to not go waste and truly understand and answer customers' needs, then you need a CRM software. You no longer have to worry about lost records, every essential information is stored, which increases better customer service and business reputation.