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Popular Software to Scale with Company Growth

Growth is exciting, but unchecked, it can reduce the strength of the value propositions that earned you the clients and market share in the first place. 

Some business owners rely solely on hiring new staff to address growth pains. However, adding more people without addressing the underlying technical infrastructure will compound existing issues.

Here's a breakdown of the most popular software platforms to help you scale with the typical pinch points where they become crucial.

Growing Past 10 Employees:

Companies that have grown past ten employees often experience complex communication and organization. Tools to help address communication include Slack, Microsoft Teams, and Google Workspace, which offer instant messaging, file sharing, and video conferencing capabilities. Project management tools help teams share work; for example, Asana, Trello, Monday.com, and ClickUp are used to track tasks, deadlines, and progress. Tools that facilitate teamwork and sharing include Google Drive, Dropbox, and OneDrive, which provide centralized document storage and easy access. Password management tools, such as Bitwarden and 1Password, enable the secure storage and sharing of login credentials.

Growing Beyond 20 Employees:

As companies expand beyond twenty employees, they encounter more complex workflows, information silos, and the need for more structured processes. Customer Relationship Management (CRM) tools, such as Salesforce, HubSpot, and Zoho, help manage customer interactions, sales leads, and pipelines. Companies can utilize Gusto, BambooHR, and Rippling to manage HR and payroll, as well as address employee data, benefits, and onboarding. For marketing automation, MailChimp, ActiveCampaign, and Constant Contact will help with email marketing, lead nurturing, and sales automation.

At 50 Employees:

At fifty employees, companies need data analysis, reporting, and refined internal processes. Analytics and Reporting tools, such as Google Analytics, Tableau, and Power BI, will help track primary metrics, visualize data, and gain valuable insights. Financial Management software such as QuickBooks Online, Xero, and NetSuite helps with accounting, invoicing, and financial reporting. To maintain high-quality customer service, teams benefit from Zendesk, Intercom, and Freshdesk to manage customer inquiries and support tickets.

Planning Growth Transition

I help companies prioritize cloud solutions for scalability, accessibility, and more manageable IT. I encourage business owners to select solutions that integrate seamlessly with one another to prevent data silos and streamline workflows. I recommend customizations to help address the unique needs of different business models. I help business owners understand that investing in employee training ensures staff will effectively use the tools businesses invest in. 

Research, Planning, Execution, and Communication

As a digital transformation consultant, I follow a systematic approach of research, planning, execution, and communication to identify, procure, and implement the most effective technologies for your organization.