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10 best practices for digital conversion of SMEs

In the aftermath of the epidemic, many SMEs now need to digitalize their services and business processes. Companies need to be faster, more flexible and more dynamic in order to maintain their competitiveness, but also to adapt to the increasingly important digitalization of processes. Objective: To communicate with customers and partners on all channels, at any time.

While streamlining processes, departments and their systems need to be digitalized and integrated. A real competitive advantage, it offers a 360 degree view of all strategic decision making.

In this sense, the Salesforce presents in its latest White Paper a list of best practices that support SMEs in this transformation. You will find in particular:

  • A list of SME links,
  • Benefits of integrating business processes,
  • A series of tips for connecting your business.

Download the full guide for free

Digitalization of processes is a major challenge for SMEs

The use of tools in a decentralized way has a negative impact on the productivity of companies. In total, up to 7 weeks will be lost due to incorrect processes.

Another consequence of this diversification is the difficulty in using the data and making effective decisions. In fact, 70% of data generated by companies is unusable, and almost 50% of companies report that this information is detrimental to the process. However, especially in the context of the digitalization of companies, data is essential to provide an optimal customer experience.

In this situation, SMEs need to make rapid operational changes if they want to maintain privileged relationships with their customers. According to a salesforce study, 76% of consumers expect consistent transactions between different segments of a company. Therefore, an agile system of tools and processes represents a major challenge for SMEs and undeniable business opportunities.

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Benefits of integrating business processes

In the face of increasing competition, SMEs with limited resources are forced to rationalize their business processes and integrate their services. The main advantages of integrating this approach are:

  • Excellent data quality: Process Management (business process management in English) and their interaction allow you to provide the same level of information to all employees, as well as the latest and most reliable data, so usable.
  • Improved customer satisfaction: The customer’s 360 degree view allows you to better understand the needs of the sales team, offer offers according to customer expectations, and explore business opportunities.
  • A consistent customer experience: The history of contacts is accessible to all members of the company, which helps to improve transactions with customers and easily meet their expectations.
  • Increased productivity: Information is easily accessible, and time-consuming tasks are eliminated, which increases team productivity and, as a result, revenue.

In the white paper, you will find that Abr Idéal, an SME, has seen rapid growth in its revenue by integrating its services and improving its processes.

Download the Salesforce Guide

Best practices for enabling digital conversion of your SME

Salesforce provides tips for integrating the various business processes within your organization.

Here are 10 tips to apply for formatting an integrated SME:

  1. Create a single repository: Every employee must rely on an SSOT (single fact source) to allow them to access the same data at any time.
  2. Pay immediate attention : Be sure to send the most up-to-date information with regular and instant updates.
  3. Document the process: The purpose here is to have a clear view of the organization’s operations, thanks to a documentation of documentation and processes.
  4. Integrate your teams: The change in infrastructure goes hand in hand with the change in mood. Feel free to collaborate with different departments of your SME to generate synergies.
  5. Ask for feedback: Take into account the feedback of employees to identify friction points for removal.
  6. Focus on a limited number of tools and practices: Organizing IT infrastructure and tools will increase your productivity.
  7. Encourage your teams to create solutions: To create your own tools, do not hesitate to involve your collaborators in solving process related problems.
  8. Set long-term goals: Evaluate the most appropriate ways to integrate processes and gradually set objectives in this direction.
  9. Automate workflows: The use of AI is time consuming and eliminates difficult tasks.
  10. Adjust your processes : Management and integration of processes should be part of a continuous improvement approach.
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For more details on each of the tips above, you can download the free white paper by clicking the link below.

Download the full guide for free