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SMALL BUSINESS TRUTHS we learned from our beta test WE JUST FINISHED THE BETA TEST OF OUR PRACTICE MANAGEMENT SOFTWARE. THROUGH ALL THE DATA, WE UNCOVERED SOME REALITIES ABOUT TECHNOLOGY & SMALL BUSINESSES TODAY. ALTHOUGH OUR SOFTWARE IS FOR TAX PROFESSIONALS, THE LESSONS LEARNED CAN APPLY TO ALMOST ANY INDUSTRY. HERE’S WHAT WE LEARNED. talk about inefficiency & burnout. small businesses are willing to pay a premium for technologies that eliminate this headache. small businesses are overwhelmed too many tools by businesses should be mobile workflow management is the key to staying organized client relationships matter now ever more than business owners are willing to pay for value the average small business owner needs at least 6 essential software programs. accounting CRM time & billing email workflow sales 2 1 you know how often people use their smartphones & tablets. well, business owners are people too. our beta showed that 90% of users would use their business tools on mobile devices. businesses need a tool that’s just for them 3 the cloud is the way go to every industry has it’s own way of doing business. we found that specialized tools are more valuable to small businesses than free-for-all tools that need to be customized for your needs. no one wants to get stuck with a tool that wasn’t meant for them. 4 everyone is on the go these days, especially business owners. that’s why they’re moving towards the cloud, which gives them the freedom to work wherever and whenever they want. 5 running a small business means managing everything that goes on, and making sure nothing hits the fan. many small business owners struggle with this because being disorganized is an easy trap to fall into. that’s where workflow management comes in. 6 competition is fierce, and people yearn to do business with someone they have a personal connection with. getting control of your client data and interactions is the first step to keeping your clients around. 7 even with the plethora of free tools out there, small business owners are willing to pay for things that provide them with real value. they want to invest to get more; that’s why they started a business. so, if it makes their life better, they’ll pay for it. if you have small business clients, use these truths to make deeper connections with them. if you own a small business, know that you aren’t alone in your struggles, and keep fighting toward your goals. demand business tools that will work for you, and never settle for less. presented by | getsmartcenter.com 2 ? ? ?

7 Small Business Truths We Learned from our Beta Test

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We just finished the beta test of our practice management software. Here are the realities we uncovered.

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Page 1: 7 Small Business Truths We Learned from our Beta Test

SMALL BUSINESS TRUTHSwe learned from our beta test

WE JUST FINISHED THE BETA TEST OF OUR PRACTICE MANAGEMENT SOFTWARE. THROUGH ALL THE DATA, WE

UNCOVERED SOME REALITIES ABOUT TECHNOLOGY & SMALL BUSINESSES TODAY. ALTHOUGH OUR SOFTWARE IS FOR TAX

PROFESSIONALS, THE LESSONS LEARNED CAN APPLY TO ALMOST ANY INDUSTRY. HERE’S WHAT WE LEARNED.

talk about inefficiency & burnout. small businesses are willing to pay a premium for technologies that eliminate this headache.

small bus inesses are

overwhelmed

too many toolsby

businesses should be

mobile

workflow management

is the key tostaying organized

clientrelationshipsm a t t e r n o w

everm o r et h a n

businesso w n e r sare willing t o p a y f o r

value

the average small business owner needs at least 6 essential software programs.

accounting

CRM

time & billing

email

workflow

sales

2

1

you know how often people use their smartphones & tablets. well, business owners are people too. our beta showed that 90% of users

would use their business tools on mobile devices.

businesses need a tool t

ha

t’s just

f o r

them

3

the

cloudi s t h eway goto

every industry has it’s own way of doing business. we found that specialized tools are more valuable to small businesses than free-for-all tools that need to be customized for your needs.no one wants to get stuck with a tool that wasn’t meant for them.

4everyone is on the go these days, especially business owners. that’s why they’re moving towards the cloud, which gives them the freedom to work wherever and whenever they want.

5

running a small business means managing everything that goes on, and making sure nothing hits the fan.

many small business owners struggle with this because being disorganized isan easy trap to fall into. that’s where workflow management comes in.

6competition is fierce, and people yearn to do business with someone they have a personal connection with. getting control of your client data and interactions is the first step to keeping your clients around.

7 even with the plethora of free tools out there, small business owners are willing to pay for things that providethem with real value. they want to invest to get more; that’s why they started a business. so, if it makes theirlife better, they’ll pay for it.

if you have small business clients, use these truths to make deeper connections with them. if you own a

small business, know that you aren’t alone in your struggles, and keep fighting toward your goals.

demand business tools that will work for you, and never settle for less.

presented by | getsmartcenter.com

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