15% off orders $80 or more with code "COMMACOMMA"

The Ultimate Business Development Systems and Tools Checklist


“You’re only as good as your system and management allows you to be”

There are 11 general systems that will help your business to run effectively:

  1. WEBSITE SYSTEM + MANAGEMENT
  2. INVENTORY SYSTEM + MANAGEMENT
  3. SHIPPING, PACKAGING & FULFILLMENT SYSTEM + MANAGEMENT
  4. CUSTOMER SUPPORT SYSTEM + MANAGEMENT
  5. FINANCIAL SYSTEM + MANAGEMENT
  6. TEAM SYSTEM + MANAGEMENT
  7. KEY METRICS REPORTING SYSTEM + MANAGEMENT
  8. INBOUND EMAIL MARKETING SYSTEM + MANAGEMENT
  9. MARKETING AND BRANDING SYSTEM + MANAGEMENT
  10. PRODUCT DEVELOPMENT SYSTEM + MANAGEMENT
  11. CONSULTING, RESEARCH AND OPTIMIZATION SYSTEM + MANAGEMENT

 

Below are a list of features each system in your business should have.

1. WEBSITE SYSTEM + MANAGEMENT FEATURES

  1. Designer – Access to designer who creates User research, User experience, User interface & visual designs along with proper coding
  2. Website Display –  Display the Homepage,The Why, Shop, Reviews, Blog Content, Contact, FAQ, TOS and a place to collect Emails
  3. Backend Management –  Collect, Manage & Upload orders, blog content, products, customer profiles
  4. Back End Integrations – System that connects the sales to the accounting system and the inventory management system. Also connects orders to fulfillment system, email inquires to email support system and  payments to payment gateway / financial management system.

 

2. INVENTORY SYSTEM + MANAGEMENT FEATURES

  1. Stock Level Management – Track the amount of stock you have represented on all sales channels and quickly update inventory levels online on all channels
  2. Bulk Product Listing – Send product details to all online sales channels at once.
  3. Track Backorders –  Track items that you have ordered but have not yet been delivered.
  4. Inventory Alerts – Receive low stock & restock alerts
  5. Online Purchase Orders – Create and send accurate and consistent purchase orders. Didn’t get all the items you ordered from your last shipment? You can partially receive shipments from suppliers and easily create backorders to reconcile at a later date.
  6. Manage Contacts – Create profiles and stay on top of suppliers, customers, wholesalers and reps
  7. Sales Trending and Forecasting – Drill down into the attributes of sales, such as size, color, scent or material. You can use this information to help you keep more accurate levels of inventory and make better decisions about what and how much to buy.
  8. Invoice Creation – Create invoices on the fly for wholesalers
  9. Sales Channel Reporting – View which sales channels is doing the best
  10. Downloadable Line Sheets -Export and print line sheets directly from your account
  11. Know Your Costs – Track costs and purchase history for all suppliers and always know how much is spent with suppliers.

 

3. SHIPPING, PACKAGING & FULFILLMENT SYSTEM + MANAGEMENT FEATURES

  1. Give customers real-time visibility of order delivery dates
  2. Leave control of the orders in the hands of customers with the ability to edit order details (address & more) or cancel them if they haven’t yet been processed.
  3. Automatically correct invalid addresses to make sure your customers see the product arrive on time.
  4. A storage warehouse that is safe and secure for  inventory /Sku’s
  5. Multiple warehousing so customers receive packages faster  from warehouse close to them
  6. Simple warehouse receiving process for inventory
  7. Shipping system connects to website platform to receive all order information
  8. Customize the delivery experience  through professional packaging, and some delightful -extras for your customers.
  9. Ship packages with marketing items and other inserts. Include marketing collateral into any shipment, such as featured or seasonal products, announcements, stickers or promotional CDs or DVDs.
  10. Automatically determine the best carrier, service and packaging to get your product to its destination efficiently.
  11. Print shipping labels, packing slips and return labels
  12. Package and ship orders correctly, fast and flexible
  13. Orders sent to the warehouse before 5:30AM local will be shipped same day, guaranteed!
  14. Warehouses shipping reaches most domestic addresses in 2 days ground shipping and can also expedite delivery.
  15. Automatically email tracking numbers to customers as soon as the warehouse ships  -orders.
  16. Automatically send personal email updates to shoppers on the latest delivery status of their order
  17. Managers have access to track all shipment statuses in one place
  18. Analyze delivery analytics
  19. Allow customers to track their order on the site
  20. Respond to increased sales or peak seasons by balancing product where it needs to be at the right time

 

4. CUSTOMER SUPPORT SYSTEM + MANAGEMENT FEATURES

  1. Customer Profiles – View complete customer history. Your customer’s profile, conversation history and previous orders are right in the email.
  2. Saved Replies – Create and send saved replies in two clicks to answer common questions
  3. Viewed Email Notification – When a customer views your most recent message, it will let you know
  4. Send Bulk Replies – when viewing a folder, select up to 50 conversations and you can act on them all at once
  5. Email Departments – Quickly delegate a conversation to another team member when you need help
  6. Collision Notification – Real Time alert when people are viewing or replying to the same conversation
  7. Out Of Office Auto Email – activate the auto reply based on your operating hours
  8. Email Folders – Use tags to categorize conversations, monitor trends & trigger Workflows
  9. Automate Actions – “If the subject line contains invoice, assign the email to Julie and add the billing tag.”
  10. “Mailbox Permissions – mailboxes can be restricted to specific Users / User permissions where you can choose whether to give Users access to more advanced management features”
  11. Private Email Notes – Create notes for private communication between Users that is not visible to the customer
  12. Integrates Live Chat – email support integrates with services like Olark, Zopim and Snap Engage so that every chat is automatically stored in the customer’s profile.
  13. Performance Reports – Provides reports on conversations, productivity, team stats, user stats, customer and happiness level
  14. FAQ  – Provides  quick – FAQ search toolbar that customers can find answer to themselves
  15. Integrates Live Call – When a customer calls in, the details of the call can quickly be logged to their profile
  16. Spam Filtering – Incoming emails are run through a spam filter that learns from your actions
  17. Satisfaction Feedback Request – On ratings to get instant customer feedback when you send a response
  18. 0 No ticket numbers – Email that looks natural and personal
  19. Database Inquires  – Collect and database people who send emails to you

 

5. FINANCIAL SYSTEM + MANAGEMENT FEATURES

  1. Finances organized all in one place
  2. Automated Sales and Expense Tracking
  3. Profit & Loss – Know how your business is doing
  4. Taxes Made Easy – Pre-populated Schedule C, estimated and sales tax due
  5. Know how your business is doing financially
  6. Import data from your bank and credit cards  /  PayPal, eBay, Etsy, Amazon
  7. Budget finances for different departments in the business

 

6. TEAM SYSTEM + TASK MANAGEMENT FEATURES

  1. PROJECT MANAGEMENT – Stay connected and in control of Projects from Anywhere!
  2. TASKS – Create tasks for work you plan to do or need a teammate to do, instead of sending an email.
  3. COMMENTS – Keep conversations with tasks, instead of scattered across email.
  4. INBOX – Never read a status email again; get automatic updates about tasks that matter to you.
  5. ATTACHMENTS – Add files from Dropbox, Box & Google Drive to your work.
  6. MY TASKS – Plan your day & communicate priorities.
  7. DUE DATES –  create Checklist and set task due dates so work gets done on time.
  8. CALENDARS – Visualize your team’s goals & milestones.
  9. RECENT ACTIVITY – Activity stream keeps you completely up to date with the progress of your project

 

7. KEY METRICS REPORTING SYSTEM + MANAGEMENT FEATURES

  1. YOUR KEY METRICS IN ONE PLACE . Communicate your data instantly across your organisation.
  2. Better Decisions – Act on facts instead of guesswork. Make decisions based on data.
  3. Motivate The Team – Give them access to the right information.
  4. React Quickly – React quickly to prevent problems or spot opportunities before it’s too late.
  5. Choose The Key Metrics – Define the metrics that align with your current business goals.
  6. Connect External Data –  Pull in the data you need from the services you use.
  7. Share Dashboards – See your data in real-time and make informed decision

 

8. INBOUND EMAIL MARKETING SYSTEM + MANAGEMENT FEATURES

  1. Integrates with website platform store
  2. Segments Lists: Easily create lists and keep them up to date automatically. Segment by purchase behavior
  3. Automated Customer Lifecycle Email:  Send emails based on what customers do on your website, ie; Abandon Cart, add certain products, visit certain pages, first time / recurring buyers
  4. Intelligent Targeting: Find the people you’re looking to engage
  5. Drip Campaigns: Create personal, engaging, educational and informative drip campaigns triggered by specific actions as well as each person’s unique history
  6. Growing your lists: Easily create new forms for collecting email addresses
  7. Complete Profiles: View everything you know about a person in one place
  8. Conversions: Opens and clicks are good, but tracking sales conversions are what it’s all about.
  9. Engagement: Easily see how each person responded to your email.
  10. Time Analysis: See email statistics and conversions over time
  11. Deep Customer Insight: Website activity side by side with other customer data
  12. Feed: A dashboard that keeps you up to date on what’s happening 

 

9. MARKETING AND BRANDING SYSTEM + MANAGEMENT FEATURES

  1. Customer Relationships & Retention Gun
  2. Re-targeting Gun
  3. Site Conversion Rate Optimization Gun
  4. Optimized Customer Support Sales
  5. Alliance & Brand Ambassador Network Gun
  6. Instagram Engagement Gun
  7. Facebook Engagement Gun
  8. Twitter Engagement Gun
  9. PR, Advertising & Brand Placement Gun
  10. Wholesale & Retail Gun
  11. Data Collection Freebie & Give-Away Gun


10. PRODUCT DEVELOPMENT SYSTEM + MANAGEMENT FEATURES

  1. Trending Product Alerts – Get alerts for trending products
  2. Design – Create quality designs for your products
  3. Product Creation Checklist – Evaluate product requirements
  4. Source and Manage Contacts – Database designers,  engineers, suppliers and manufacturers
  5. Product Pricing – Looking at the pricing of products and analysing the potential profitability
  6. Tradeshow Alerts – Get alerts for Tradeshow listings
  7. Product Feedback – Get feedback from customers who use the product


11. CONSULTING, RESEARCH AND OPTIMIZATION SYSTEM + MANAGEMENT FEATURES

  1. Analyze, Plan, Build, Analyze, Plan, Optimize
  2. Brand Questioning – Ask about goals and existing problems that are looking to be fixed
  3. A SWOT analysis – Evaluate all departments of the business – the strengths, weaknesses, opportunities and threats
  4. Developing strategic plans and recommendations for the brand.
  5. Provide the best resources and tools need to assure efficiency
  6. Research ways to help save costs for all departments of the business
  7. Working with brand planning and analytics to identify the most important audiences and best customers for the brand.
  8. Identifying the most important benefits and messages for key audiences of the brand.
  9. Identifying and understanding the wants, needs and motivations of key audiences for the brand.
  10. Developing spending and budget recommendations.
  11. Briefing marketing plan and content development teams and inspiring solutions.
  12. Generating business and brand-building strategies and ideas.
  13. Reviewing work and recommendations for strategic accuracy.
  14. Making pricing decisions on major assignments.
  15. Analyzing and addressing client profitability.
  16. Negotiating with clients about changes in scope.
  17. Interfacing with the client on matters of strategic direction.
  18. Overseeing and managing the client relationship.
  19. Liaising with company directors and their employees
  20. Handling client disputes and negotiating resolutions.
  21. Undertaking competitor analysis