your emails by client, employee and workflow
When you interact with your customers, you
build up a collection of emails, notes and attachments. Your team
also does this, individually, so you need to have meetings, email
each other and send progress reports. These are not always reliable,
and your business suffers.
If a laptop is stolen, or a hard drive crashes,
this information and correspondence is lost, so you lose clients
who don't want to wait for your team member to rebuild the relationship
from memory. Or an employee leaves, and the replacement has to get
up to speed with the clients, and you lose customers.
Our new software runs on a central server,
and replaces the common applications that you normally use. We supply
and maintain the server. You can access any information about any
client at any time from anywhere in the world, with our new email
Different levels of access are customised
for you, so team members receive the access that they need, while
private information is protected. No more need for progress meetings
or statistic reports. If you lose your computer, no problem. All
the information is stored on a central server. If someone leaves
your employ, the same applies. If you replace an employee, there
are step-by-step tutorials to get the replacement up to speed quickly.
Our remote access has the same level of security
as online banking, so all your information is safely encrypted and
protected by a secure firewall. If you accidentally delete vital
information, we make daily backups, so your data can be rolled back
to the day before easily. You can also request a backup CD be sent
to you weekly or monthly. Our server
runs on a backup generator, so no power failures.
Currently your client emails are stored in
your inbox and sent items folders, in a tangled web of interacting
communications between clients, other employees and yourself in
the form of notes, reports, faxes and emails.
Our email organiser organises everything
around the client. Click a customer and get all the information
for them. Post a note in our software and the correct team members
will see it when they log in. If there are two inquiries from the
same client, our software keeps them separate.
Our software can show you how your business
is doing. It gives you a workflow per client - proposal, response
from client, invoice, payment and delivery. Our software handles
multiple product lines, too. It's great for a snapshot of your business.
Usually you would only get this information at month end meetings,
but all you need to do is log in to our email organiser, and all
the data is available.
Our software has a dashboard to tell you
if something is wrong with your business. The first instrument is
a radar to tell you how many customers you have at each stage of
the workflow for each product line. So you can see your top performers
at a glance and anticipate bottlenecks.
There is a comparative overview of your team’s
performance to see who is your best employee. See how quickly your
team is responding to customer inquiries and compare it against
a target response time that you set.
To recap: you get secure remote storage with
instant access from anywhere in the world. You get workflow charts,
and a dashboard to keep your finger on the pulse of your business.
You will wonder how you ever survived without it.
To top it all off, it's also affordable.
Contact us today