11 technology systems and tools your business needs to implement, and why.
As your business continues to grow, and you find yourself tackling a higher volume of customers, team members, and tasks, you’re going to need help.
Sometimes that will require hiring more people.
But most often, it will require implementing the right technology solutions that are designed to support your business’s growth, and the millions of never ending tasks that comes with that growth.
Here are 11 types of technology systems and tools that you’ll need to consider implementing correctly, as you continue to grow your business, and prioritize staying competitive in the marketplace:
System Automations: Whether it's managing workflows, data entry, or communication processes, you’ll want to find all the areas where you can automate routine tasks that do NOT need to be completed by a human. This will ensure consistency, eliminate errors, and free up your team to focus on more critical business tasks.
Social Media Automations: These automations will help you keep conversations flowing 24/7, making sure that your business is replying to all incoming messages, comments, and story replies around the clock. This isn’t intended to replace the human conversation component. But it is intended to make sure you’re responding immediately, so leads aren’t missed, and your customers feel supported. Use it to compliment all the areas of your business where having human contact is a non-negotiable.
Customer Automations: Woof. This one is a B to do on your own if you aren’t a technical expert. So..there are multiple systems and tools that your business will need to use regularly as you continue growing, and when you implement the RIGHT set of systems and tools, they can sync with each other. This is a thing of beauty because you can then set up custom automations, connect those tools, and create seamless workflows.
Support Ticketing: Similar to how you get really frustrated when your spouse doesn’t remember that thing you told them last week…your customers feel the same way. In order to retain satisfied customers, you need to stay on top of your relationship with them. Support ticketing systems will centralize your customer inquiries (email, chat, social media, etc.) which will allow you to track issues, automate responses, and resolve their problems faster. This one is key as your customer volume continues to grow. Amen? Amen.
Payment Platforms: You’d be amazed at how much more likely people are to pay when they have an efficient way to do it. If you’re operating a business, you have to have a secure payment platform that can streamline your transactions. Simple as that.
Lead Nurturing: The majority of your new leads do not convert into customers after their very first contact with you. The majority of them will need you to build a relationship with them, educate them, and give them enough information for them to decide that they would like to buy from you. In order to do this, you need to nurture your leads. The only way to do this effectively is to set up automated lead nurture workflows.
Custom Integrations: This is another “Woof. This one is a B to do on your own if you aren’t a technical expert” situation. Sometimes you’re using multiple technology systems and tools to operate your business, and those tools don’t have native integration options. In a case like this, you’ll need to have custom integrations built so you can get those systems and tools in a position where they can integrate with each other, allowing you to automate your workflows, and streamline your processes.
Lead Intake Forms: Lead Intake forms are important for simplifying the process of capturing customer information, which makes it easier for you to qualify and manager your leads. When you implement customizable forms, you can automate your collection of essential details, and ensure no potential lead slips through the cracks. Leads slip through the cracks all the time when business’s are only using manual lead capture tactics. And believe me, it’s frustrating for the potential customer who was literally trying to give you their money, and couldn’t.
CRM Integrations: If you’re not a technical expert, learning how to understand and utilize your CRM at its full capacity is overwhelming, and you’re most likely not going to. When you’re utilizing the right CRM, it’s designed to seamlessly connect with other essential tools, which ensures smooth data flow, automations, and process efficiency. That being said, it’s important to first be using the right CRM for your business, and then integrate it with other tools that will give your team better insights, and cohesive workflows across platforms.
Sales CRM’s: A Sales CRM is essential for managing leads, tracking sales pipelines, and ensuring accountability within a sales team. So, if you have a sales team who manages a high volume of leads, you need to implement a Sales CRM. It’s the only way to continuously improve your sales strategies, and pipeline processes.
Website / SEO: Your website is a critical business tool. When it’s designed correctly by strategy and design experts, it’s infused with Sales and Marketing psychology that subtly guides your visitors towards taking action. Paired with SEO-driven structure and copy, it increases visibility, engagement, and conversion rates. If you’re playing to win, and intend to remain competitive, you need to prioritize not just having a website, but having a strategically built website.
Are you a business owner who’s playing to win, and are ready to learn what technology systems and tools your business needs to be using to support your growth? Book your free intro call with your truly, and I’ll put together an action plan for you.



Informative.