May 16
By Juan Merodio

Automation and online management tools

Running an online business requires dedication, effort and a lot of time. Fortunately, technology has made this task easier by providing robust tools that automate and simplify various aspects of business management.

In this article, we will explore 7 business management tools essentials that every online business must consider.

business management tools

Optimizing the operation of your digital business

  1. Online Automation and Management Tools: ERP

Enterprise resource planning (ERP) tools are essential for the overall and comprehensive management of your online business. These programs provide a global vision and management of your business, from sales to billing and storage.

ERP solutions, such as SAP o Oracle, unify your database, optimize processes, save time and improve internal communication. Additionally, several of these tools automate tasks and processes, freeing you to focus on growth strategies.

  1. Customer Relationship Management: CRM

Customer relationship management (CRM) tools are essential to improving the customer experience. CRM software, such as Salesforce o Zoho CRMallows you to manage your client portfolio efficiently.

A CRM does more than collect contact data. Acquire and process information about each customer interaction, providing a complete profile of each customer and offering a global view of your customer base.

  1. Optical Character Recognition: OCR

Optical Character Recognition (OCR) tools are vital for the digitalization of your business. An OCR software, such as Adobe Acrobat o ABBYY FineReadercan recognize and convert text in images or scanned documents into editable text.

By digitizing documents with OCR, you not only save physical space and protect the environment, but you also optimize document searching and archiving.

  1. Email Marketing

Email marketing is an effective marketing strategy for online businesses. Email marketing tools, such as Mailchimp o Constant Contactallow you to personalize the email content, send campaigns in just a few clicks and analyze the results to improve future campaigns.

  1. Cloud storage

Cloud storage is a vital solution for digital document management. Services like Google Drive o Dropbox They allow you to store and share large amounts of files, accessible from any device.

  1. Internal communication tools

Effective communication is vital to the operation of any online business. Internal communication tools, such as Slack o Microsoft Teamsfacilitate real-time communication between team members, regardless of their physical location.

  1. Search Engine Optimization: SEO

Search Engine Optimization (SEO) is essential to improving your business’s online visibility. SEO tools, such as SEMRush o Mozthey help you analyze the market, follow keywords and improve the positioning of your website.


Business management tools are essential for managing and optimizing your online business. From resource planning to customer relationship management and search engine optimization, these tools can help you save time, improve efficiency, and grow your business. Learn more in our blog for entrepreneurs.

Juan Merodio

Juan Merodio is an expert in Digital Marketing and Promoter of Digital Businesses (AI, Web3 and New Technologies). He has founded the company that bears his own name, Juan Merodio, and from where he and his team coordinate and develop business consulting in Marketing and Digital Transformation for companies in different parts of the world such as Spain, Latin America, Japan, Canada and the United States.

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