6 Business Tools to Help Your Company Scale Up

Posted by The Align Team on Jan 11, 2017 9:42:50 AM

As startups and small businesses grow, it can be difficult for founders to keep track of everything going on. These days, there are many types of tools out there to make it easy to run your business efficiently and achieve consistent revenue.  Check out these 6 business tools to help your company scale up and stay aligned to your goals.

6 Business Tools to Help Your Company Scale Up



1) Data-Tracking

One of the most important weapons in your arsenal is the ability to productively track your data. Many companies use Google Analytics to identify who’s coming to their website, what pages they’re looking at, the percentage of new visitors, and tons of other information.

Another tool to consider using is customer relationship management (CRM) software. CRM helps you keep tabs on everything from what items your customers have ordered in the past to what email lists they’ve signed up for. With this valuable information, you can evaluate where your customers are in their buying process and market to them more effectively based on that knowledge.

Another important piece of information you’ll want to consider tracking is how well your company’s performance matches up to your objectives. Consider a personalized company dashboard to get a visual summary of your progress and analyze how well your team members are progressing in regards to their main priorities and KPIs.

2) Email Automation

As a small business, you’re building up your contact list, and maybe it’s getting bigger than you can handle. How can you contact specific groups of people with information, offers, and newsletters? Consider an email automation platform.  Email is still an effective marketing channel today, and email automation platforms lets you target certain groups of people with relevant information for them based on actions they take. There are many different automation platforms out there, so you’ll want to do research on which one’s best for your company.  Some of the most popular we’ve seen for email campaigns are Hubspot, Mailchimp, and Constant Contact.

3) Video Conferencing 

Once you start scaling up, you might have clients, contacts, and employees in all different locations. Use video conferencing to hold meetings, interview prospective hires, and talk to investors thousands of miles away.

One of the most well-known video-conferencing tools is Skype, but other popular ones include Google Hangouts, GoToMeeting, and Zoom. More than ever, various video conferencing platforms are being developed to fit specific niches and industry needs.

4) Cloud Storage

Don’t ever lose sight of your documents, data, and media. In today’s age, many companies are switching to cloud-based storage to keep their information on lock and avoid old-school filing systems. Save a tree, and go digital. If your industry still requires things like signatures to be on paper, consider products like Scanbot that scan in receipts, contracts, and purchases for you.

5) Project Management Software

Once your company starts growing, you’ll have a bunch of different activities to keep track of. Use project management software like Asana or Trello to efficiently handle your day-to-day work. These systems help companies meet their deliverables on time and keep details organized. They can greatly improve the planning and communication of projects especially when you have more than one person working on a specific task.

6) Business Management Platform

To see lasting success, you’ll need your whole team aligned to your organization’s goals. Consider using a business management platform to make sure that employees at every level of your company are in tune with your business’s key priorities and main objectives.  Business management platforms allow employees to communicate quickly when they’re stuck on projects and gives leadership an inside look at how different departments are working towards your stated business goals.


Every small business is different, and your company will have unique needs to address as you start to grow. Hopefully these business tools will help your organization stay on track to meet your goals and scale up seamlessly.

Interested in trying a business management platform for yourself? Create an account and begin your free trial of Align’s business management software to help boost your bottom line and align your team today.

Business Management Platform

Topics: business planning, team alignment, scaling up

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