FileMaker - SmallBizness Tips

SmallBizness Tips

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Become a FileMaker Pro Efficiency Expert

Here are a some complimentary tips you can print out and utilize to increase your bottom line. Enjoy and see for yourself. Check off the things you are already doing to increase your business, highlight the ones you need to improve on. Email us your own suggestions of how you become more efficient using FileMaker Pro and we'll consider adding it to our list:

  1. Any operation that gets repeated daily or weekly should be automated...become the efficiency expert for your company. Introduce an easy to use database (like FileMaker Pro) to keep track of all vital info.
  2. A simple database lets you store an entire file cabinet on your screen. No more stacks of paper everywhere. Isn't it about time? (check out FileMaker Pro - it's been voted the "easiest to use" database - that's why we chose it to develop our software products).
  3. There's often no second chance to make a First impression - optimize your telephone moments. (use FileMaker's new built-in auto-dialing with your modem and get more calls completed)
  4. Target the right type of clients (new businesses etc.) (it's easy to add a "Business Type" pop-up menu to your FileMaker contact database)
  5. Embrace email but beware of info-overload. Be discerning in what you send and what you download (check out Outlook Express, Entourage, EudoraPro). Use their "Junk Mail" filters to filter out junk mail which saves you time. Set up your own "Rules" to store and organize your email (huge timesaver).
  6. Insert testimonials & quotes into brochures (if you design your brochures in FileMaker, you can easily update new quotes and testimonials)
  7. Using FileMaker's new "global" field feature, create a "competitor info" field which holds information on competitor product features, so that you can compare them for your customers.
  8. Swap mail lists with non-competitors (Avery mail labels included in FileMaker & BIZ Basics)
  9. Your entire "workgroup" can now share critical information easily by networking FileMaker at each computer.
  10. Maximize your computer keystrokes...you should never enter a client's name and address more than once...use an integrated business software package. (like BIZ Basics for FileMaker Pro)
  11. Collect quotes and testimonials about your products and company. Utilize them everywhere.
  12. Be sincere and honest on the phone. Good ethics create lasting customers. People are tired of the same old sales lines. Be direct and helpful. (Log info about each call in your FileMaker database)
  13. If you bill your time by the hour, be sure to setup minimums.
  14. Automate...automate...automate your office using FileMaker Pro.
  15. Find an angle for press (create 5 titles or topics) (save multiple press releases in BIZ Contactz for FileMaker, which is part ofour BIZ Basics system)
  16. Offer top notch delivery (see BIZ Basics Shipperz module based in FileMaker)
  17. Think of each software package as an office employee. You get out of them what you invest into them (time & money).
  18. Don't ignore your software documentation. Those who actually read it make less costly mistakes and learn to automate their offices faster.
  19. Always send Thank You notes (use BIZ Basics' built-in correspondence center designed in FileMaker to store your master documents)
  20. Be sure to get published when possible. Become the expert of your local area.
  21. Devote time to follow-ups and turn leads into Customers (they're free leads) (use BIZ Basics)
  22. If you can't answer a question, tell the client you'll find out; and keep your word.
  23. Embrace database technology before it leaves you behind (imagine if you still didn't use the web). Optimize your office using FileMaker Pro.
  24. Link a modem to your phone line and take advantage of online faxing and FileMaker's auto-dialing software.
  25. Request credit terms from your Vendors. It's like a built-in bank account.
  26. Include a "Due Date" field on your invoices to get paid faster (BIZ Basics does!)
  27. Track and age your invoices and send out regular statements (BIZ Basics)
  28. Your knowledge is worth payment... charge fees for answers
  29. Be sure to include charges for training (if offered)
  30. Time is the one thing money can't buy. Spend money to save time. Invest in internal systems that save time.
  31. Store your data digitally. Save trees and office clutter...but be sure to BACK UP your files!.
  32. Find out which products and services make you the most profit. Center your promotions and marketing around those.
  33. Confirm your appointments by calling the day before.
  34. Charge for Shipping & Handling charge. (BIZ Basics provides convenient fields for each)
  35. If you bill your time by the hour, be sure to setup minimums.
  36. Limit loitering on the WEB. Get the info you need and get back to the issues at hand. Many will win using the WEB and many will fall.
  37. Invest in software that manages your email quickly and easily (BIZ Basics).
  38. Utilize a postage meter to save time & money on all your snailmail.
  39. Barter with your friends who offer services and products you can use. It builds a helpful network.
  40. Use a mailing house to save on labor costs for direct mail. Professionals often save you money.
  41. Purchase "qualified" email mail lists that target your type of business customers. Fast, economical. But be sure their leads have given permission to receive your email. Do NOT send SPAM mail. It angers potential customers. Follow email guidelines.
  42. Use creative headings for your email to create interest and get yours read first.
  43. Out source jobs when you can (see "BIZ Projects for FileMaker" module)
  44. Raise your prices or rates every year in line with your marketplace.
  45. Plan ways to take advantage of special long distance calling times that save you money.
  46. Compare "overnight" shipping rates for added savings. You do have smart choices.(see our BIZ Basics Shipperz module based in FileMaker)
  47. Save all your receipts. Business deductions are like money in your suitcase. (our built-in checkwriting tracks each expense, in BIZ Basics for FileMaker Pro)
  48. Take advantage of early payment discounts (BIZ Basics does)
  49. Buy supplies in bulk for added savings. Laser paper by the case, mailing labels by the box, etc..
  50. Plan trips well. Turn your vacations into business excursions.
  51. Put your business funds into an interest bearing savings account or money market fund. Make money on your money while waiting to use it. Or... invest in yourself.
  52. Your children sometimes make great employees. If they earn less than $1000 per year, it's tax free (see your tax professional for details).
  53. Use your vehicle more than 50% of time for business purposes and gain valuable deductions.
  54. Donate old products and things and take a valuable deduction.
  55. If you are a homeOWNER and run a homebased business, be sure to deduct for your office space after getting advice from your tax professional.
  56. Get the advice of an accountant to gain every possible tax advantage available to you.
  57. When possible, hire TEMPS. It carries less risks, handles short range projects and offers you a better trial period to secure the right employees.
  58. Email & Fax-market. Repeat frequency (get BIZ Basics and save time)
  59. Backup your hard drive(s)!!!!!! It's just a matter of time before a hard drive dies.
  60. ....YOUR favorite tip here (email us your SmallBizness Tip and if we like it we'll add it to our list so others can enjoy it as well. Thanks!

 

FileMaker Pro and our business solutionz take advantage of a number of these tips and hundreds more. At Working Solutionz we pride ourselves in optimizing FileMaker Pro for your office efficiency. We'd like to help you become more efficient, too. Contact us today and learn more about our exciting business software, based in FileMaker. Click to contact Filemaker, Inc.


Internet email: sales@bizbasics.net

or call: (805) 522-2170

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