Sage Advice UK

How collaborative working can help small businesses

Digital transformation will change how your business operates

It can be scary opening up your system to multiple people within your business. So what’s the best way to do it?

What is collaborative working?

By sharing your business information and having a single source of data for your sales and accounting functions, you can save time and make it easier to keep customer information up-to-date.

What’s in it for your accounts team?

For the accounts team, they need to reduce the amount of time it takes getting information for other teams. By sharing data through your business software, you can minimise requests, allowing you to focus on the more in-depth parts of the job. If sales teams can create orders and invoices in the system, this also means less admin work for the accounts team.

Sales teams can also be a help in ensuring customers pay on time.

What’s in it for your sales team?

For the sales team, having real-time access to information makes their job easier. They can access information about customers, products or prices themselves on the go, instead of bothering others. With the right accounting software you can manage your own sales pipeline, from quotations to invoices, ensure data is up to date, making it less likely to use another system.

A collaborative approach