Optimize your Business process with ERP software

Today, any company, from small and medium enterprises to multinationals, pursues efficiency and success. For this reason, they are constantly forced to invest a series of resources to improve processes. They all have the aim of being able to compete in the market. As a company grows, the volume of its operations increases and its correct management becomes essential. Optimize your Business process with ERP software.

Optimize your Business process with ERP software; what do we mean by process optimization, process management improvements?


Innatos - a computer with some graphics on itWhat are a company’s processes? A process is the set of tasks that are related to each other and are carried out in order to accomplish a well-defined result in your business. In other words, a process is a step-by-step line-up of activities that a company must complete in order to accomplish a determined objective.  


Optimize all areas of your company with an ERP System


There are five primary business processes for your company. These five are finance, logistics, production, human resources, marketing, and sales. They achieve greater performance when they reach mutual understanding.

An Enterprise Resource Planning (ERP), for its acronym in English, is a comprehensive business management system. It seeks to optimize the procedures within your business system to give better results in the finance system.


Optimize your Business process with ERP software, Why is a system implemented?


Innatos - some information of company toolsCompanies require optimizations in all their processes, in order to achieve better results. This occurs through a conglomerate of situations that must be combined to achieve an ultimate goal. A successful ERP system must achieve the following:


  • Increase in productivity
  • Quality increase
  • Improvement in customer service
  • Decrease in costs


Optimize your Business process with ERP software. These four elements are essential to evaluate the effectiveness of your system.


From there, other benefits that only seek the optimization of processes are generated. For example, more efficient data management, access to information quickly and in a timely manner, exclusion of unnecessary processes, time reduction, and more.


Experiences in companies offer five dimensions of Benefits of an ERP


Innatos - Optimize your Business process with ERP software - men with some tools as a backgroundOptimize your Business process with ERP software. Improvements in management processes in a company allow efficient use of resources: both material and human.


Don’t you think it’s worth getting involved and looking for the best way to optimize your company’s process management?


Keep reading and discover how this can help you throughout the procedure.


It’s essential that continuous improvement and process optimization become part of the business philosophy. Use an ERP software that fits your company and be surprised by the results.


How can an ERP help you in optimizing your company’s processes?


Nowadays most companies rely on technological solutions in order to manage their processes more efficiently and more automatically.


Innatos - Optimize your Business process with ERP software - men in an ipad watching some graphicsOne of these solutions is the ERP, which can help your company optimize your business processes, always seeking to reduce your business’ costs and increase its profitability. 


Optimize your Business process with ERP software. It acts as a solution that consolidates and improves the management of the organization by giving you comprehensive control of the organization.


When you decide to implement an ERP software in your company, it’s important that you take into account the business processes that are carried out in it.


You must clearly identify them so that when you implement the tool it will add value and make sense in your business. This tool will allow you to build a more efficient, effective company that offers quality service to its customers. Also, you have to consider the different types of software solutions on the market and choose the one that best suits your company.


Innatos - Optimize your Business process with ERP software - a computer with a small white handThrough the use of an ERP, you can improve processes for different reasons, for example:


1.- Quick and easy consultation of any data in the system with a single click

It has the ability to work with data from different processes at the same time, without having to close and open different options to access any information.


In a matter of seconds, it is possible to compare all types of fields and records: accounting accounts, stocks, and more.


Innatos - a person holding some books in a hook2.- Optimize your Business process with ERP software, Purchase planning 

For process optimization, ERPs are equipped with multiple functionalities that help simplify and maximize tasks. For example, purchasing planning, that is, order management, delivery dates, transport management and more.


3.- Stock control

It has a high capacity to control rotations and inventories by product segments; this way, you make sure to improve its management.


4.- Documentation for shipments

You can easily generate documentation associated with product shipments, like packages, pallets, delivery notes and more.

Innatos - Optimize your Business process with ERP software - notebook full with information

5.- Optimize your Business process with ERP software, Projects

Among many other functions, there are a few that stand out.


Among them, control and monitoring of the planning, definition of tasks and subtasks (duration of each one, as well as the material and human resources assigned to them).


You can also complete detailed budgets by chapters, subchapters, and items with follow-up of customer billing.


How do I get the optimization of my company’s processes with an ERP?


It is an interdepartmental solution, which achieves an integration between all areas and departments of the company. This flow, crossing, and integration of data, together with the automation of many tasks, allows us to make sound decisions with the certainty of knowing that our information is reliable.


Optimize your Business process with ERP software. In the short term, having a good ERP translates into tangible results.


For example, the cost savings of resources used, or by an improvement in our service to the client, which will always lead to an increase in sales and revenue.


Take the step now: improve your company’s processes using the ERP that best suits your needs.


The ERP system also offers a set of benefits in each of the main business processes in a company:


Optimize your Business process with ERP software, Finance

The unification of data collected, in real-time, helps in the observation of operational records and the verification of the effectiveness of the latter in the financial results.


Innatos - Optimize your Business process with ERP software - process of a company with boxesThis correlativity in records of operations and financial results determines a better understanding and decision making.


Likewise, with a finance module, it is possible to better draw up strategic performance measures, in order to improve the strategic costs within the company.



Having a database that unifies the availability of products for sale, distribution, and management of materials enhances the efficiency in the productive space. It also takes into account all the production processes.


Optimize your Business process with ERP software, Logistics

Logistics and distribution is an essential part of the ERP system, integrating production with distribution, taking into account sales and financial reports. Similarly, ERP systems must be provided with supports that facilitate the distribution process.

Innatos - Optimize your Business process with ERP software - woman in a desk watching some files

Sales and Marketing

The sales and marketing system is greatly favored by the application of ERP systems.


The implementation of profitability diagnoses, possible through a database containing costs, revenues, and sales volumes in real-time.


An important element is that with these systems, companies can offer exact dates in order and purchase delivery.


Innatos - Optimize your Business process with ERP software - file with a person showing some pointsHuman Resources

The system must be integrated in the same way as the HR department. It will provide a database, in which the information of all personnel is integrated.


Optimize your Business process with ERP software, In conclusion


The implementation of an ERP system allows robustness in the quality of business and companies. In Innatos we have the best software for your company. Contact us today for more information.

7 tips for social CRM strategy

The social management of customer relations, also known as social CRM, is essential for companies of all sizes. It helps in keeping small or medium-sized enterprises, SMEs, accessible, informed and proactive in interacting with their customers and getting to know them. You must know the 7 tips for social CRM strategy.


Innatos - men anda woman thinking with lightbulbs surrounding themIn social networks, customers talk about what they like and what they don’t like. They also talk about what they care about and what their perception of their business is.


If a customer has a problem with a product or service you provide, all their friends and followers will soon know, regardless of being mentioned. That’s why it’s important to know the 7 tips for social CRM strategy.


Social networks should be a central component of your company’s plan. However, a successful social strategy is about more than just accumulating likes and followers to drive site traffic. Keep reading to know more about the 7 tips for social CRM strategy.


Learn the 7 tips for social CRM strategy


Once you have captured the audience, these 7 tips for social CRM strategy will help your company make the most of the tools it uses and the data it is collecting. It will also give you the ability to turn the immediacy of social networks into an asset instead of a responsibility.


First, invest in the right social tool


Innatos - 7 tips for social CRM - woman using a phone with a green backgroundThe first 7 tips for social CRM strategy is simple but very important. Even before incorporating a social strategy, your company must manage its social media efforts through a social media analysis tool.


The platform you choose will serve as a focal point for programming social publications in all active presences. It will also monitor who says what and how many people are saying it. This information will be very useful when interacting with customers.


You need a social CRM tool that can do all that (for a price that suits your business). In addition, you should also do well to integrate your social strategy with any existing tool you may have.


Second of the 7 tips for social CRM strategy, orientate in the relevant networks


Innatos - 7 tips for social CRM - woman using her laptop with a page websiteDo not waste time generating publications and participating with followers on a social media platform that is not central to your business.


For an e-commerce site, it could be useful to post brilliant photos of your products on Instagram or Pinterest and interact with customers in those sites.


Meanwhile, customers of a business software company are more likely to be located in the traditional trifecta of Facebook, Twitter, and LinkedIn.


If it furthers your business and the number of customers is increasing and is attracting a new audience, then that network may be worth it.


Third, monitor interactions, and mentions


Innatos - 7 tips for social CRM - men with a plant and a green backgroundYour social platform must have the ability to configure the transmissions for each social network and the specific parameters within them. In addition, you also have to keep track of customers’ tweets, comments and “likes” directly with their presence.


You can set up applications that can monitor keywords such as your company’s name and the main words associated with what your business does.


¿What happens, then, when your company is mentioned or a user of a social network asks a question about an area of ​​expertise? Your company can respond quickly with a useful answer that could turn a user into a loyal customer.


Fourth of the 7 tips for social CRM strategy, analytics are your best friend


Innatos - 7 tips for social CRM - three men using graphics in a computerOnce you have identified a particular customer, the analysis can help you get more information about them.


What was the scope of the tweet this user sent about your product? Have you recently mentioned a competing product and in what context?


Send a user profile and specific data about them through the channeling of your to a sales or marketing representative of your company.


When interacting with your audience, analyzes could be the key to the conversion of a customer.


Fifth, group customers into target audiences


Innatos - 7 tips for social CRM - people in an important conversationA social CRM strategy should take advantage of all the existing capabilities that social networks have to offer. For example, Facebook and LinkedIn have groups while Twitter has lists.


This functionality can help you, group customers, into segments naturally and within the context of the social network that is most suitable. The suitability will be important in determining specific interactions about a specific product or products.


A social consists of using the individual data of the social person of a client to adapt to the most intelligent business interactions with them.


Sixth of the 7 tips for social CRM strategy, social media managers are real-time customer service representatives


Innatos - men writing in his computer with a green backgroundThe team that manages your company’s social network presence is your first line of customer service and your company’s brand ambassadors.


Representatives must answer a client’s question on social media within an hour and the conversation must be a genuine interaction rather than a transaction.


Don’t be afraid to give your name as a traditional customer service representative would.


Depending on the type of business, the integration of your social networks and customer service teams into a cohesive department could improve the speed and the quality of the responses.


Seventh, use social incentives to encourage brand loyalty


Innatos - hand shaking men with suitThe most loyal, vocal and active followers of your company’s social networks are active on social networks. Developing a relationship with these loyal customers and those with the greatest social influence can help convert their online presence into communities.


Run a hashtag-based event on Twitter about a particular promotion. Give a mention to the client who has been most active in your community this week. Send discount offers or promotional codes to reward committed customers. 


Social media gives businesses more immediate access to a wider range of customers than ever. Therefore, your social CRM is the way your business can take advantage of and make the most of those connections.


In Innatos we can develop the best CRM software for your future social strategy. Contact us today and learn more about our products and software solutions development services.


6 Tips for your CRM Software

It’s very important to know the 6 Tips for your CRM Software. CRM systems, also known as customer relationship management systems, are critical tools for any organization that aims to create extraordinary relationships with its customers. 


However, there are situations in which it’s very likely that the value provided by a strategy is not achieved. For example, if the system has only been implemented to meet the specific needs of a company department, without automating and optimizing management processes with customers in general. That’s why you need to know the 6 Tips for your CRM Software.


The 6 Tips for your CRM Software


The design of processes from beginning to end can unite all the people in your company that interact with the client. They will also help you build lasting and profitable relationships with customers.



First, of the 6 Tips for your CRM Software, satisfy and exceed your customers’ expectations at any time


Innatos - people gholdign a star in a cellphoneIn many industries, the level of support a customer receives is governed by the level of service-level agreement, also known as the SLA. What is SLA? It’s a written agreement between a service provider and its customer in order to set the agreed level for the quality of said service. 


The ability of a company to meet service commitments is essential to win and retain customers. But without tools that allow you to manage the achievement of SLAs, organizations can break them, and therefore lose the trust of their customers.


The use of automated SLA management helps companies manage performance and consistently exceed agreement levels. In fact, a process-oriented can help you guide your service process during the life cycle. 


For example, the planning of incidents and actions can ensure priority and correct treatment. Alerts, for example, can be activated if it is a high priority case.


Second, provide the right information, to the right people, at the right time


Innatos - 6 Tips for your CRM Software - woman showing a presentationTo become a truly customer-centric company, all employees that interact with the customer need access to customer data. That’s why this is one of the 6 Tips for your CRM Software.


However, when there are so many different departments that come together to optimize the customer’s experience, a lot of data may be involved. That is why this should help companies make sense of how each user interacts with the system and aid you in analyzing the data. 


The creation of different types of users and functions should be a simple and effective process. By doing it this way, when users interact with the system, they see only the most relevant data to their job, or for the specific moment of relationship with the client.


Third of the 6 Tips for your CRM Software, ensure a more predictable cash flow


Innatos - 6 Tips for your CRM Software - money with yellow arrowsWhile many systems help commercial teams close contracts, they cannot keep track of what the customer actually pays. This is because traditionally the CRM focuses only on the generation and treatment of sales opportunities, and not the entire customer’s journey. But in a world where recurring payment models are becoming very common, payments can be lost and create liquidity gaps.


But with a modern focus on the process – customizations can track and manage the payment process as part of customer lifecycle management.


Smart workflows and the transparent connection can track against date fields, indicating whether the payment has been received for finances or not. When a payment is lost, alerts can be sent both to the customer and to a customer service agent, which triggers a follow-up call.


Fourth, fast delivery means happiness


Innatos - 6 Tips for your CRM Software - men running with a bunch of boxesAdvanced workflows can also help break up departmental sluggishness and automate customer processes from start to finish. Process management, combined with the appropriate customer data, can help offer the highest levels of customer service.


For example, workflow design tools can help manage after-sales processes such as order fulfillment. This will ensure the quality of products or services delivered to the customer in an appropriate manner.


In addition, it can reduce the gaps in customer service and delivery services, reducing the time to generate revenue and improve customer experience and satisfaction.


Fifth, better alignment between sales and marketing


Innatos - 6 Tips for your CRM Software - computerMarketing teams can create a wide variety of commercial materials for sales teams. But if the sales team does not have a clear idea of ​​what to share with leads, and when, a lot of the effort put could be lost. A more visionary approach is to use CRM to align marketing and sales to close these gaps between departments. 


Through the use of business processes in an advanced, companies can distribute the appropriate content to their sales teams on any established criteria.


This could be based on the follow-up of the activities of the leads through marketing automation tools. For example, by the purchase history, or by identifying what part of the purchase journey  the prospect is in and providing the appropriate information to push it to the next phase. By properly aligning the client’s journey with the appropriate sales tools, the salesperson looks less like a seller and more like someone who helps and collaborates in solving a problem.


Sixth 6 Tips for your CRM Software, create a total customer vision


Innatos - 6 Tips for your CRM Software - men with a suitCRM is not a set of applications or functionalities. It’s an integrated system that manages all the interactions of an organization with its customers. There are many sources and data systems that can feed that vision, and this is the link between them. 


It must be a system where anyone who interacts with the client can immediately see where the client is on their journey. They should also be able to see where they have been. The most important job is to be a tool to help the sales team succeed and send the interested client to the next stage of the journey.


Not all critical data must be visible in the CRM system. For that reason, it’s important that the system is a business level platform in which data is granted from systems on request. Likewise, the platform must be scalable and non-limiting. In other words, it should be truly capable of growing with the increase in its use and management of volumes and types of customer data.

Innatos - people talkingConclusion


These were just 6 Tips for your CRM Software. In order to truly succeed in your strategy, you need the best system in the market.


Innatos can help you develop and customize the software solutions that adapts to your marketing requirements.


Contact us today for more information.


Successful implementation of CRM software

What are the steps to the successful implementation of CRM software? CRM software supports a process that uses all knowledge of your clients gained through every interaction with them. Through CRM you can improve the customers’ experience and make every client feel as if they were the most important for your business. In the crowded modern markets, CRM is necessary to stand out from the competition.


It is necessary to have a CRM system in order for your company to keep its clients even as it grows further. The objectives of CRM software include creating a proper dialogue with your clients and increase cost-effectiveness per client. It will also help you keep all of your agents informed through a single contact directory for your entire company. In addition, CRM software will reduce sales costs. That’s why you must know the steps to the successful implementation of CRM software.


The heart of CRM software: Knowledge and data


Each company must find a way to attract and retain profitable customers through the effective use of data. Through modern intelligence techniques and business strategies, data will be turned into information and then into knowledge.


Innatos - menInnovative companies need to be successful in the market without competing exclusively in terms of price. Customer experience can mark the difference for your company. The steps to the successful implementation of CRM software are key to a business’ success. 


You can’t improve what you can’t measure


CRM software is an element of a business strategy requires that the company to show a tangible commitment to CRM concepts such as customer satisfaction.


What cannot be measured cannot be improved, it’s simply not enough to measure customers based on total figures. Different metrics will allow us to understand the degree of commitment that a customer shows towards the brand or company. The CRM database will have the data and accessibility necessary to obtain these indicators.


The customer, not the product, must become the center of your company. Functionally some organizations can implement a software package correctly, but without a reorientation through the organizational structure, the CRM objectives will not come true. Synchronizing the entire company is the key and that’s why you need to know the steps to the successful implementation of CRM software.


First, Justify the need


Why are we going to develop a CRM strategy? Because we want to improve the quality of our service and stop losing business opportunities. It’s also helpful in building customer loyalty through personalized service in order to offer a better experience than the competition. Without properly understanding the value of CRM you won’t be able to properly implement the system. That’s why justifying the need is one of the steps to the successful implementation of CRM software.


Second of the steps to the successful implementation of CRM software, Determine the objectives


Innatos - people with a target

It is essential to understand our objectives. The implementation of CRM reflects the way in which the company wishes to work in the future. For that reason, the CRM strategy should be complemented with specific objectives that can be used as benchmarks during the implementation process. The objectives can also function as success criteria for the final CRM solution. 


Some of the issues that can be used as parameters in determining the objectives are:


  • Improve the customer’s perception of the company
  • All departments of the company giving the same value to the same customer
  • Raise barriers to competition actions
  • Increase the client portfolio in an organic way through the cross-selling of products
  • Reduce the time it takes to solve customer problems
  • Increase the number of invoices per customer


The important thing is to be very clear about the purpose of the CRM software solutions.


Innatos - question marks cloudsThird of the steps to the successful implementation of CRM software, Designate a project leader and ensure broad participation


Depending on the size of the company, it may be a person exclusively dedicated to the management of the CRM system or not. However, the important thing is that there is a person responsible for the execution and progress of the CRM strategies.


From the initial stage of the project, it’s necessary to involve every member of the organization. This is because it takes time to adapt to the changes introduced by the CRM. The best results are achieved if 40% of the employees are involved.


Fourth, Survey, diagnosis and separate variables and customer weighting models


Innatos - Successful implementation of CRM software - peopleWe need to understand where we are, what we have, what areas and functions we will have to improve.


We also need to know what processes to modify, what we need (to buy, train and hire) and how much money we will need. In short, it will be the knowledge that allows us to delineate strategy and tactics.


If the variables we will use to segment and the customer weighting model we need are not defined in advance, we run the risk of having to undo a good part at the end. For example processes or software.


Fifth, Develop an efficient contact center, learn to manage and quantify the costs


Innatos - Successful implementation of CRM software - peopleAllow the client to decide when, how and by what channel to interact with the company. Offer customers multiple channels to access the company, with a consistent and consistent service in all. Make available, to all channels, all the information obtained from customers.


From the beginning, the change should be presented as company-oriented and not merely another element of information technology. Employees must understand that the company starts the project to gain commercial advantages over the competition. Employees must also understand that all activities are aimed at maintaining the competitiveness of the company and its ability to retain competent employees. 


Now that we have all the planning point you must determine how much budget you have and what is the investment. Present clear and real numbers.


 The conclusion, Successful implementation of CRM software


Innatos - Successful implementation of CRM software - conclusionIn conclusion, remember to stand firm on the project since the enthusiasm curve usually has many ups and downs.


On the other hand, you should not exaggerate the qualities of the project. At the beginning of the project, participants will be optimistic and will generally have high expectations. These high expectations usually disappear when those involved discover the energy required by the CRM project.


In addition, the complexity of the project increases at the beginning and this causes a subsequent loss of interest and, in the worst case, a sense of defeat. Communication has a decisive role.


How to use CRM in my marketing strategy?

How to use CRM in my marketing strategy? One of the great advantages of implementing tools in digital marketing is that we can measure and obtain data. Data is one of the most important elements of inbound marketing strategies today. Why? Because it allows us to create and develop strategies based on the information we have obtained about our clients and their behavior.


This information is useful not only to provide a better service, but also allows us to have more sales. That is why many of the inbound marketing strategies include the integration of a tool.


What is CRM?


Innatos - How to use CRM in my marketing strategy? - CRMThe Customer Relationship Management, also known as CRM, is a software with the main purpose of keeping a record of the client’s actions. Depending on the development of the client, it can follow the client throughout their customer journey.


How to use CRM in my marketing strategy? Is responsible for “monitoring” the customer while it interacts with a brand or business. It starts when they contact a website until when they close a sale or become a frequent customer. Is the database where all the information of this process is poured. Rather than serve to have an agenda of contacts, it’s responsible for providing information on how the leads or customers behave. This helps the company to create strategies or improve those that they’re already implementing.


How to use CRM in my marketing strategy?


Because of this, having as part of the inbound marketing strategy is a step you should consider. It will not only help you keep track of your leads and customers, it will also help you see in what area or level of your strategy you are failing.

Innatos - How to use CRM in my marketing strategy? - MEN

That is why the you choose should adapt according to your needs and those of your business. Many times, wanting to modernize and do things right, businesses choose the tool that everyone is using instead of analyzing if it is ideal for their brand.


Do not be guided by trends. While a CRM can help you improve a lot and align your sales with your inbound marketing strategy, the recommendation is that you choose one that goes according to what you are looking for and can pay.


This is an article and we have prepared a list of the best tools to do inbound marketing 2019. It can help you better understand your customers, close more sales and create strategies focused on your customers.

How to use CRM in my marketing strategy? 


Innatos - How to use CRM in my marketing strategy? - CRMNow that you know what CRM software is and what it is for, it is time that we focus on how we can make it part of our inbound marketing strategy.


You get a higher return on investment


How to use CRM in my marketing strategy? Regardless of whether the company is large or small, when we make an investment, the objective is that it meets and brings us more benefits and profits. This is especially true when it comes to an online tool. 


Many entrepreneurs still refuse to invest in programs that can help them improve and increase their sales because they “don’t trust” the internet. Unfortunately, this belief makes some companies refuse to invest in tools such because they think that “there are other easier and freeways”. They also think that they can do it by hand because they can also write the data of our clients in a notebook. They don’t understand the benefits of it.

Key factors

innatos - people

While the most important thing is that you choose a tool that suits your needs, both in price and for the objectives of your company, investing in a CRM is a possibility that you should consider. If you want to make your marketing campaigns more effective and improve the way in which your company interacts with its customers is a necessity.


With a CRM you can know which campaigns or actions are working and which are not. You can measure the results, obtain information to create specific profiles of your buyers and thus create campaigns designed for them. Implement the correct in your company and you are guaranteed an ROI or return on investment.

How to use CRM in my marketing strategy? With specific information


As we mentioned in the previous point, data is changing the world. And this is even more true when it comes to e-commerce. Companies are looking for ways in which they can predict their consumers’ behaviors to create strategies that help align with their sales, that is, go hand in hand and be 100% effective. 


Innatos - men in a cellImplementing one helps you measure results. The data that the tool offers you is not just to admire or look at. The information that a CRM provides will help your company improve its marketing strategy and even other company processes. There are systems that are created to provide specific profiles of the people who visit your website. Afterward, this information is very valuable since it tells us where they come from. For example, if they googled the name or if clicked on an ad on Facebook. In addition, this can also tell what it is that they are looking for on the page or even at what point they become disinterested in your product or service. 


Valuable information


This is the type of valuable information that will help you find the gaps where you are losing leads or potential customers. And it will also show you areas where you should focus all of your marketing efforts. For example, perhaps a business weakest point is that they do not have an online store. Or, just another example, that their website is very annoying for your customers. Maybe the reason is that the information you show on your page is not enough for your leads to be encouraged to buy. With CRM software, you can discover what your business is missing and improve your marketing strategy to get a higher number of conversions.


We continue with the best tips so that you know how to use it in my marketing strategy. Is a very important software tool that can help you achieve your business objectives. Keep learning to learn more about how you can add a CRM to your marketing strategy to improve your return on investment and the effectiveness of your marketing projects.


How to use CRM in my marketing strategy? 


Innatos - men with a computerHaving a shared and available tool for your team can prevent many problems in the area of ​​communication. It’s a reality that unnecessary meetings and emails are often a waste of time. With a CRM you will have a tool that allows you to unite both your marketing team and your sales team so they can coordinate without any problem. You can also monitor what they are doing and how your leads are doing. How to use CRM in my marketing strategy? Allows you to create reports focused on contacts and, like told this article mentioned in the first part, discover what kind of strategy works better than the other when making sales.


Another advantage of having a tool shared with your sales team and your marketing team is that they can work towards meeting their goals together and avoid double efforts. There are companies that, despite the fact that both teams are “working together”, have teams that don’t know what one is doing. Or even teams that don’t have common objectives. This problem prevents their strategies from being effective and functioning.


It allows you to see the bigger picture. In other words, you will have all the information through data and tracking to know where you are failing or what is working. With this information, you can make both of your teams coordinate to prevent “unintentional” sabotage to your efforts.


You avoid communication problems


Innatos - How to use CRM in my marketing strategy? - CRMFor example, let’s say the objective of your marketing strategy is to increase your profits. For this, your marketing team has designed an inbound marketing strategy that allows you to attract leads with content creation, pay per click and the like. On the other hand, your sales team is also interested in increasing the conversion rate. However, for them, these efforts made by the marketing team are not considered valid because they are not “generating sales”.


For that reason, they decide to carry out their sales strategy without knowing anything about the inbound strategy. They act ignoring that there are quite a few leads that are being nurtured so that, later, they are delivered to your sales team and they finish the converting process.


Both teams are interested in increasing your profits. However, if one does not know what the other’s process is like and how they can do better and participate in it, your marketing strategy won’t work. In addition, you will be wasting the efforts of your teams and working double.


Helps you optimize and automate those efforts and make them become even more valuable. They can also create common strategies to make their efforts even more effective and powerful. Implementing can helps you make the efforts of your marketing and sales teams more efficient.


How to use CRM in my marketing strategy? You get a higher quality for your leads


Innatos - cellphone with a handThe leaders are those users who are attracted to your site, company, or brand. A CRM helps you get better leads by automating the process. While it’s true that obtaining a lead is already again, the truth is that the more information we have about it, the easier you can know about how to make a conversion. 


This doesn’t necessarily have to be a sale; the conversion can download an ebook, or subscribe to your blog. Is a tool that allows you to create other tools to obtain this information or data such as creating forms.


Remember that there are different types of software systems. Some don’t have these functions, others allow you to create landing pages and design them. Others also allow you to integrate your social networks to more easily manage your social media strategy and go even more hand in hand with your inbound marketing strategy.


Having better lead quality allows you to increase the likelihood of successful conversions. How to use CRM in my marketing strategy?

Innatos - How to use CRM in my marketing strategy? - ComputerAnd also know how to nurture them so that these conversions are made. Do you remember that the previous entry on how to use it in my marketing strategy talked about nurturing leads? The important thing is that we give you the information they need, and are looking for, to make this process easier, faster and more effective.


It’s obvious that a lead that came to our website because it saw a Facebook ad should not be nurtured in the same way as other leads. For example, a lead that came on the recommendation of a friend who gave the same service, or one that used Google to search for a specific service and you appeared. Is responsible for analyzing to which field these leads belong. This will help you in segmenting them so that you can direct your efforts and create and apply strategies that allow you to nurture them in the best possible way.


How to use CRM in my marketing strategy? Lets you know how to nurture your leads and take care of your customers. It also lets you know which strategies are working and which are not.


In addition, CRM not only allows you to keep track of your leads until they convert. An important element in these platforms is that they allow you to “take care” of those leads that already became customers, so you can continue to nurture them and be aware of them. Remember that there is no better publicity than the word of mouth recommendation and what better way to automate this process with the implementation.


How to use CRM in my marketing strategy? Conclusion


Now you know what can do for your marketing and sales teams, and how it can help you increase your profits and improve the quality of your prospects. Do not forget that the most important thing is to keep up with what your company needs and that this investment must be properly used.


How to use CRM in my marketing strategy? Avoid using one just to have a digital directory of your customers. Get the most out of this tool by making use of the information you get to help you create better sales opportunities. You should also make your campaigns more effective and increase your investment where it needs to be increased: on your website, in your Facebook ads or in content creation.




Is a weapon that well used can be what makes your business stand out from the competition. It can also give you the best opportunities to increase your profits and make your investment return.


CRM software is an important tool to improve your relationship with your clients and find ways to improve your marketing strategy. How to use CRM in my marketing strategy? These were just two ways in which you can use in your marketing strategy, but there are more. Keep tuned in Innatos Software’s blog and learn more about it.

Succeed in your CRM Project

How to succeed in your CRM project? This is a very simple yet important question, but it requires a complete and more complex answer. The success of a CRM project depends on several factors. Most of the time, success is already decided in the preliminary phase.

Innatos - files


You have to be very careful with your planning to be successful. So we have summarized all the best tips to help you succeed in your CRM project. First, we will discuss the human factor, then the customer orientation and finally the actual Customer Relationship Management (CRM) tool.


CRM is the initials of Customer Relationship Management. However, Customer Relationship Management doesn’t clarify much of the whole meaning of CRM. For that reason, this article will explain what CRM as well as what it is for, its benefits and much more.


CRM definition

Innatos - people


On the one hand, CRM is the marketing and sales strategy that deals with customer relationships. That is to say, CRM is a business strategy.


On the other hand, CRM is the software that companies use to manage their customers and control the activities of the company around them.


But the truth, when talking about CRM, 99.99% of the time is the computer system. That is CRM is used to refer to a software, program, tool, application, solution or sales system.


How to succeed in your CRM project, what is CRM software?

Innatos - Succeed in your CRM project - woman


CRM software is the program in which all the information and conversations you have with clients (emails, calls, meetings, and documentation) are stored in each client’s records.


These files are accessible by everyone in your company with the authorization to read them and have access to them. In addition, this information gives you the ability to mark notes as well as the subject’s activities for you or another partner, so that nothing remains left undone.


This information includes the day-to-day interactions in the relationship with customers. For that reason, CRM means customer relationship management. It is thanks to the computerized CRM software that it is able to carry out commercial management effectively. If you want to group all your contacts and information in one application and forget the Excel sheets, the CRM is your number one ally.


How to succeed in your CRM project? The three key reasons


How to succeed in your CRM project? The human factor: make the CRM project a business project

Innatos - Succeed in your CRM project - graphic


Is by far the most important factor for a successful CRM project. The studies are unanimous on the subject. Among the human difficulties, we will highlight in particular:


  • A cultural obstacle to the adoption of new work methods induced by the CRM (45%)
  • Difficulties of adoption by users (44%)
  • A non-optimal change accompaniment (42%)
  • Inappropriate or inappropriate Leadership (38%)


Making your CRM a business project is the winning condition for obtaining the support of all employees. So, here are several tips to succeed in your multidisciplinary CRM project by capitalizing on the human being. First, you must designate a key member to make the important decisions and represent the company’s management. 


Then build a team that promotes the adoption of the CRM project by everyone. The team will also be careful never to lose sight of the true purpose of the CRM, that is, customer service. And, you can also develop and evolve the CRM according to the reality of the company.


The success of a CRM project also implies that technology is at the service of the company, and not vice versa. One piece of advice: don’t let the IT team carry out the CRM project’s implementation. Why? Because it won’t fit your business needs. Regarding the system’s operation, the business and customer service are always considered, but let’s not forget the marketing teams and the management. Hold meetings with key users to fully understand the problems of each business and understand the workings of the CRM software.


How to succeed in your CRM project? Consider the client; think of the CRM as a tool to improve the customer’s experience and deepen the relationship with the customer 

Innatos - Succeed in your CRM project - cellphone


To be perceived as a really useful tool for users, the CRM must place the customer at the center of the project. This is one of the keys to a successful CRM project. The challenge? Map the customer relationship to optimize it.


The first step will lead you to identify the routes of existing customers and those that will be implemented to improve the customer experience. You can, for example, decide to deepen your communication strategy with chat, online forms and other means of communication.


So, it’s up to you to highlight the key moments of customer interactions. These are the moments when the customer relationship must be absolutely perfect. For example, on the first contact, during the payment, when informed about delivery times, after-sales service and more. A good CRM software will allow you to automate certain tasks to better understand these key moments of interaction.


How to succeed in your CRM project? Make sure the tool is appropriate, choose the right CRM software for your business

Innatos - Succeed in your CRM project - computer


The choice of the CRM solution is an important factor in the success or failure of a CRM project. However, it is not always easy to navigate the diversity of the offer in the market. So how to choose your CRM software? How to identify the one that will adapt perfectly to your company, your business, your problems?


As a first step, we advise you to define the CRM objectives for the company. Then you list the mandatory features and those that aren’t completely necessary but you would like to have. Then, identify the different architectural possibilities of the operational system.


Finally, compare the CRM software that meets all your criteria: features, ergonomics, support, integration and more. Innatos Software can guide through this process.


 A summary

Innatos - Succeed in your CRM project - summary


We focus on three of the success factors of a CRM project: the human being, the customers and the tool. In summary, success depends on the company’s ability to build a CRM project in line with human resources, customer journey and the choice of the right tool. 


How to succeed in your CRM project? To be successful in a CRM project, you must start from the company and its customers. Beyond the human, customers and the tool, you will also have to give importance to data, budget, ROI and project management. Innatos Software can help you develop the right CRM project for your company. Contact us today for more information.

Factors in the ERP for success in your business

What are the factors in the ERP for success in your business?  One of the most common mistakes in a management software (ERP) implementation is to think that organizations are fully prepared for it. Organizations need to understand the key factors for the success of implementing so that can lead to the success of the project. In addition, they must know how to make the right decisions to strengthen their processes.


What are the factors in the ERP for success in your business? The success of the implementation project must include several factors. For example, the scope of the objectives for a determined period, not exceeding the budget and with an acceptable return on investment (ROI).


Following a correct methodology, a high probability of success is ensured in each of the projects carried out. What are the factors in the ERP for success in your business? The main success factors in the implementation are:


  • Correct definition and start of the project.
  • Management commitment.
  • Project scope
  • The project team.
  • Change management, communication and training.
  • Correct definition of customizations.
  • Budget.
  • Project closure


First, the correct definition and start of the project



In this phase, all the necessary information about the project must be perfectly defined and communicated to its stakeholders.

Innatos - Factors in the ERP for success in your business - rocket


It’s recommended to:

  • Prepare and review the business strategy to see if the project suits the company.
  • Check the company’s IT strategy and verify that the project adapts to the entire IT policy.
  • Do the scope and objectives to be met by the new one. As the modules to be implemented, processes to be defined and completed and everything else that could be required.
  • Prepare and inform the entire organization of the changes that will occur with the new one, in order to involve all staff in the success of the project. Change management techniques, informational meetings, impression collection, and user opinions and everything necessary for the appropriate implementation


Second of the factors in the ERP for success in your business, Management commitment

Innatos - Factors in the ERP for success in your business - hands


Factors for success in your business and implementation of the new will affect the way a company operates by updating business processes and changing the system.


Senior managers and middle-level managers must participate in the project from its inception until its completion.


This gives the project adequate visibility throughout the organization and shows staff, in general, the importance of the project.


It’s recommended to:

  • Involve a steering committee in the project, creating a problem-solving structure during the project cycle. This participation will help to maintain support for the project and keep them informed about its progress.


ThirdDefine the scope of the project and the team

Innatos - buildings


The new ERP may not meet all the needs of the organization. Developing processes and understanding their components and how they will fit with other systems and tools is basic. Therefore, it’s necessary to define the scope of the project from a knowledge position, detailing what the project is going to include and what not.


The project team must consist of full-time staff, which includes a project manager and others representing the core areas of the company. If an external consultancy is used, the project team must have a good and consistent working relationship with the consultants. In addition, identify a set of resources from the different areas of the company to provide experience in important and specific issues.



  • Use methodologies and tools for project implementation.
  • Strengthen the team to make decisions.
  • The project team must be in the same place where the project is executed, as this helps communication.
  • Identify experts from different areas of the organization for consultations.
  • The project team must have a good working relationship with the consultants.


Fourth, Change management strategies, communication and training


Factors in the ERP for success in your business, the project will not only lead to changes in the systems, but also in processes and organizational changes. A change in management team will be needed for the organization to properly address the impact of the changes. The size of the team will vInnatos - menary depending on the size of the project and the amount of changes. Typically, software vendors or consultants will help the organization’s employees manage the changes.



  • Create communication mechanisms, such as a web page, newsletters, roadshows, informational lunches, etc.
  • Develop good communication between the project team and the organization as a whole.
  • Key users must be involved with the project and its progress, as this will help to accept the changes.
  • Create a business model that shows the changes in the processes and the functionality of the system, as well as the benefits it brings to the changes.
  • Train users both during the project execution stage and after closing.

Fifth of the factors in the ERP for success in your business, have the correct definition of the customizations

Innatos - people


Most ERPs are built with standard operating processes of a company. An organization must maintain strict control over customizations, as it can decrease the effectiveness of the system and be detrimental to future updates. These modifications can lead to an increase in the scope and budget of the project, therefore they must be defined and justified very well.


It’s recommended to:

Study other facilities in similar companies and see what customizations were adopted.

  • Perform a priority analysis of customizations.
  • Set clear expectations about the company’s position in relation to customizations, such as cost and benefit.
  • Create an analysis process for each customization.
  • Be prepared to adapt these modifications to the new versions.

Sixth of the factors in the ERP for success in your business, Define the budget and close the project

innatos - Factors in the ERP for success in your business - rocket


Factors in the ERP for success in your business, organizations must create a realistic budget to include all implementation costs, such as software, hardware, and personnel resources. Most organizations expect a return on investment (ROI) from a project, which is logical and should be calculated. A realistic budget must be made.


Making a good closing of the project is as important as starting the project. It must be checked that the scope has been achieved, that the requirements have been implemented and obtain the validation of users.


It’s recommended to:

  • Create a good estimate of implementation costs and maintain strict cost control.
  • Do not reduce costs in change management, training and project management.
  • Communicate clearly when the new system will start up and when the old system will shut down.
  • Prepare the transfer of project implementation functions to support from the point of view of the partner.
  • Audit each of the processes validating that they work as planned.
  • The main success factors in the implementation


Now that you know the main success factors in the implementation, you can properly implement new software in your business. This will help you improve your processes and increase your earnings through efficient management. In Innatos Software, we have the perfect software for your business. Contact us today for more information.

Track customers with CRM System

Why track customers with CRM system? Because the follow-up of your customers is the key to success. You can have an excellent product or provide a high level of service, but if you do not have a good relationship with customers, then it will not help you. In order to increase your sales, you need to track your customers with a CRM system.

Innatos - Track customers with CRM System - key


However, when talking about a good relationship, it doesn’t only mean to give special treatment to the clients. Having a good relationship with your customers means using a CRM system.


Why track customers with CRM system? It’s about monitoring, knowing their reactions to certain offers, knowing their inclinations, interests, knowing how to segment it in detail. By this method, you can optimize your strategies and get better results.


Positioning yourself as the best option among your clients should be one of the objectives related to your company. Why track customers with CRM system? Because the position and reputation gained by looking at their minds is that of a company that builds trust and has authority in the field. Therefore, you can turn your business into the best option.


Why track customers with CRM system? Because commercial monitoring must be an action that is carried out perfectly, with the best tools to have the best results as well.


Why track customers with CRM system? Understanding the basic philosophy of a CRM



A CRM is a customer relationship management software. It is a set of internet methodologies and capabilities that allow a company to effectively manage the relationships it can establish with its customers. CRM allows management to be organized and guidelines can be established to improve it.

Innatos - Track customers with CRM System - people

Commercial monitoring points to a better relationship between company and customer. One of the fundamental advantages of implementing commercial monitoring is that it improves the relationship between the company and the customer because, for example, it is useful to know what the time is when a certain client reviews their emails and is more receptive to the information sent to them.


This will help the company optimize the delivery of their emails with offers or aim their market with the purpose of building trust. In determining this schedule, and using it in favor of communication, business monitoring has resulted in optimal and effective communication, allowing the objectives of such communication to be met.

The main advantages of commercial monitoring with a CRM system

Innatos - Track customers with CRM System - people


CRM systems are summarized in that they provide significant support in the business process. The business process occurs during the cycle of relations between customers and the company. Why track customers with CRM system? You will empower the following areas:



Why track customers with CRM system? CRM as a service

Innatos - Track customers with CRM System - computer


As for the service, a CRM system allows you to make a sales service via email, which minimizes the costs of the operation but this is thanks to the automation functions of information shipments, with which sequences of emails destined for sale can be established.


Thus, in the field of sales, efficient commercial monitoring will allow a successful business closure. By automating responses and even knowledge management tools and defining strategies that facilitate the activities or guide the actions of the sales team.


On the other hand, in terms of marketing, through commercial monitoring, you can implement effective searches of prospects or potential customers. This can be achieved through data mining techniques, among other actions.


Finally, among other advantages related to electronic commerce, it can be said that a commercial follow-up through a CRM system will allow sales services to be carried out faster. In addition, they will also be carried out at a lower cost through electronic commerce, which would increase the options, possibilities, and scope of the company.


Innatos - Target A CRM system will allow you to generate more ideal strategies to achieve better sales results, based on relationships with customers and potential customers.


The idea is to take advantage of the commercial follow-up through a tool. This has what you need in order to optimize the company’s commercial behavior and align its activities and strategies to the needs and trends presented by its clients and potential clients.


This way will it be possible to achieve greater effectiveness and take full advantage of the CRM system. Why track customers with CRM system? To take the company to another level by generating higher sales due to the effectiveness of the strategies.


Why track customers with CRM system? The importance of tracking customers



It can be tempting to focus solely on selling or getting large and new accounts in your company. But paying attention to your current and potential consumers, no matter how small, is essential to keep your business afloat.

Innatos - family

To carry out a good follow-up of your clients, it is very important to be able to systematize the process. That means that you need to be able to organize a routine system based on the type of client, project, city, etc.


This process allows the monitoring task to be much simpler and more efficient. Therefore, it is advisable to use customer management tools such as CRM. Why track customers with CRM system? The CRM will allow you to have all the updated and available information of customers. You will also be able to qualify contacts based on their importance and manage their monitoring by establishing a systematic action, part of them automatable. Here are some good reasons to track your customers:


  • Your client and you will know each other better. The follow-up will let you know what you need to offer it.
  • Customer loyalty and prevents you from going to another company.
  • Tracking can make the customer come back.
  • The customer is reminded that the company exists.
  • You can inform about promotions that may interest you and thus get more sales.
  • It is easier to value marketing campaigns.
  • Create a viral effect.
  • Know the customers that have been lost, and you can even find out why.


Innatos - menGet the best CRM for optimal customer tracking


As you can see, customer tracking is not a task that you should neglect if you want to make your business prosper.


In Innatos Software we are very knowledgeable about it, and we want to help you improve the relationship with your customers with the best enterprise.


How to use ERP software?

How to use ERP software? For any business, considering the possibility of implementing an ERP management system should be considered as a necessary step. The growth of a company is due to the capacity of planning and organization. For this reason, we refer specifically to the administrative area. Neglecting or not giving the necessary attention to the administrative or financial area is to condemn the company to failure.

Innatos - How to use ERP - computer


That is why we recommend the use of an ERP management system. Why? Because this system allows us to keep a really up-to-date and efficient administration. We get real projections and risk and loss analysis that give us the possibility of correcting the company’s financial behavior. This behaviour can be corrected in terms of income and payment lines, cash flow, payments, collections, and more.


So, implementing an ERP management system is an important as well as a necessary step. But an important question remains. How to use ERP software?


ERP allows you to manage easily and safely the tasks of different areas: purchasing, accounting, processes, human resources, administration, among others. These areas are indispensable in every company. For this reason, it is always sought to have the appropriate tools so that they can work properly. This is the reason that a company can meet its goals and objectives in the established times.


How to use ERP software?


Innatos - How to use ERP - computerThese systems have multiple tools and applications with which you can manage in an organized way the aforementioned areas, better known as business resources. One of the benefits that can be highlighted, and that users should undoubtedly use, is that all the information can be uploaded to the cloud, so that it is safe and available at all times. 


The advantage of the cloud did not exist before, since only papers were handled. For that reason, the information turned out to be very vulnerable and could be lost or stolen at any time, which also ran the risk of being used improperly.


Fortunately this was in the past, and with the new systems the information can be safe. In fact for most companies that make the decision to have this technology within their companies, the cloud is not seen as an alternative, but as a necessity.


More ways to use ERP software?


Another option offered by this software is that all the tasks and activities of each area can be carried out faster than before. With this, the times are reduced and employees no longer have to spend hours or even days doing the same task or generating specific reports. In short, we can say that the EP system offers a better job and facilities for workers on each day.

Innatos - How to use ERP- computer


This is how the ERP software and all those programs that work together with the cloud continue to be implemented in more and more companies. Even small businesses decide to have these types of programs to have a better customer, sales and inventory.


How to use ERP software? As we have already mentioned, this system allows for decision-making. Having the information up to date you can have a broader picture of the current situation of the area and the company in general. Through this you can make decisions, and even implement preventive programs if areas of opportunity are detected. How to use ERP software? Thanks to this management and vision is that many companies manage to increase their sales and continue to grow within the market. With ERP software, you can match the best companies that are dedicated to the same sector.


Similarly, by making proper use of these systems, it is clear what can be expected at the end of each week, month or year. This way, managers can prepare or take actions to make these results better.


Understanding, how to use ERP software?Innatos - person


The information that the ERP system always shows is reliable. This is so that decisions, actions and implementations of continuous improvement programs can be made or by addressing certain problems that have been detected in time.


In addition, this system does not require maintenance costs, but those who are in charge of use should be aware of the periodic updates that may be available. They make improvements to certain tools and tasks, with the objective that users improve the experience even more when working with these programs. 


The two tips to know how to use ERP software


Implementing software to manage your company’s resources involves an investment, and you have to know how to make the most of it. These 2 tips will help you know how to use ERP software.


1. Standardize your processes and distinguish between the numbers that matter


Innatos - Key tips to implement new software in your company - toolsAnd, therefore, standardize your information. The ERP will manage the information you provide through an agile process of capture and registration of merchandise, purchases and expenses of your company. Many times, businesses fail to transmit their processes to their new employees. If your staff does not follow the same standards, it will be of little use to have an ERP.


How to use ERP software? The optimism of the increase in sales can generate dangerous blindness. When you access your dashboard or desk in the ERP, do not be “fooled” by the number of sales. You also have to pay attention to your cash flow and analyze whether their behavior repeats a periodic or other pattern.


A well-developed ERP offers on your desktop the most strategic information you need, so it must include not only sales, but a balance of expenses and income in your company.


2. Take some time to set up your company and implement it


Innatos - peopleSetting up your ERP with your company’s information is like choosing the raw material with which to manufacture your products. How well informed the system is, the analysis of the data that you throw will depend. Organize your information first before migrating to the ERP.


It is a common mistake to think that once you move all your information to the cloud, the work is done. How to use ERP software? The implementation of an ERP for SMEs should be reviewed whenever there is a strategic change in the company, the products or services it offers or the work team.


Think that as an SME, many times you will have to change your strategy not only of marketing, but of internal organization. That should be reflected in the information you capture in your business management software. How to use ERP software? And, of course, your ERP must be able to adapt to these changes.




Innatos - Key tips to implement new software in your company - notesHow to use ERP software? Having this system within your company is in itself a great benefit, so we invite you to make the most of it so that you can pay off and know all its tools and applications.


If you want to implement it in your company, with Innatos Software you can do it. We are experts in software and business solutions and we have many other products available, such as our CRM systems. For all the details about our software, we invite you to contact us so we can provide all the information you need.


Keys to implement a software

What are the Keys to implement a software? It’s important to have success when implementing technology and software in your company. Just deciding to implement new software can be difficult and frightening. If the decision is not correct, the process can result in an expensive, long and traumatic experience.


There are many reasons to implement new software in your company. That’s why you need to know the Keys to implement a software. For example, you can be looking for software to control your visitors and manage your sales. You can also use the software to improve communication in the company or conduct censuses and coverage of your products in the market. For that reason, the choice of alternatives should be taken very carefully and preferably with expert advice.


Let’s take a look at the Keys to implement a software in your company. With them, you will be able to make the right decision and implement technology successfully.


First of the Keys to implement a software in your company, define in which area of ​​your company you need technology


innatos - Keys to implement a software - computerThe first software implementations that companies carry out are those related to financial and billing areas. There is, however, a dangerous thing about these first implementations. That is that the administration usually thinks that having a “cheap” accounting system, functional and relatively stable, is the only technology they need.


But what happens to the other areas of the company where resources, assets, personnel and even the main activity of the company are involved? Areas such as sales and customer control, field personnel management and even occupational safety, are frequently neglected. Therefore, the common thing is to abandon these processes for not knowing how to deal with them optimally.


One of the first among the Keys to implement a software in your company is to identify the different areas of opportunity that your company has. If there are more than 3 people (employees or clients) involved in the process then there is an opportunity to implement technology to make it efficient. You also have to consider if the task takes more than 3 hours to execute.


Second of the Keys to implement a software, take a software budget and prioritize your hiringinnatos - people


One of the objectives of any company is to save as much as possible. However, many times it is necessary to invest to minimize costs due to inefficiencies. You have to see the real results and understand the true value of a software solution to evaluate its effectiveness.

Define a budget for at least 6 months and start with a number of users that allow you to obtain and see clear results. Generally hiring a service for 1 or 2 users is a waste of money and you can never be sure if the problem is in the software or in the process.


Third of the Keys to implement a software in your company, define if you need technology inside or outside the office


innatos - Keys to implement a software - person

Is your company’s core is made up of vendors, medical visitors, technical service, inspectors or other field personnel? Then you may want to start hiring a field personnel management system and a CRM.


On the other hand, things are different if your company has mostly office staff and what you need is greater communication or attraction of potential customers (leads). Then you may want to hire an internal communication or marketing tool.


Put yourself in the place of the end users (who carry out the task every day) and identify the idle times as well as the most tedious processes. Think that perhaps the office staff can be efficient with excel payrolls, but a field vendor can lose hundreds of hours a month when using paper and then transcribing the data to excel.


Fourth , Decide between free tools and paid tools


innatos - Keys to implement a software - free paidDepending on your budget you should choose whether to start with free tools or if you start from the beginning with paid tools. In very few cases the tools are completely free unless they are open source systems.


Before making a contract, analyze if the free version of the software will be useful for an adequate time. 


There are many excellent free systems that allow unlimited use and that, for many companies, their features are sufficient.


Fifth of the Keys to implement a software in your company, if you need tutorials or manuals, the software does not work


innatos - Keys to implement a software - computerThe objective of implementing technology is to facilitate your day to day process, not to load it with more work.


In this sense, before making a contract and during the first call or demonstration, note how easy it is to use the system and how much you can communicate it to the end users.


If you cannot explain its use in a few words or if the company offers you too complex user manuals, stay away. Remember that part of the functionality of good software is that it feels good, looks good and works well.


Sixth, Look for customization, ease and service


innatos - handTake the following sentence as a rule: the system must adapt to its processes and not its processes to the system.


Nowadays, personalization is vital. However, at the same time, it is expensive. It’s expensive because it requires people who listen and understand your needs. A company like Innatos will be able to interpret their requirements and execute all of your requirements efficiently. 


Be demanding and look for the full service. While it is not easy or cheap to find software or services that offer a high level of customization, it is worth the search and of course the investment.


Make sure the company offers the following elements as part of the service:

  • High or total degree of customization.
  • Ease of use of the product both at the administration level and at the end-user level.
  • Fast communication and fast execution of new requirements.
  • Clear customization costs or included in the service.
  • People with whom you can talk in case you have any problems, doubts or new requirements.


Conclusion, start the implementation today


We are almost at the end of this article. If you came to this part then you are ready to implement technology today with the help of the Keys to implement a software in your company.

innatos - Keys to implement a software - conclusion

Remember that technological implementation should not be complicated, tedious or frustrating, with the above advice you can do it in less than a week.


Also remember that if you postpone the decision, it is likely that 5 years will pass and you will continue to use pencil and paper (if your company still exists). Make the decision, invest a few hours of your day and start the technological implementation now. In Innatos, we will guide you through the process. Contact us today and learn more.