Tag: CRM

  • Life hacks using tech

    Life hacks using tech

    We often do things out of routine without considering if there is an easier way to achieve the same result quicker and even more effectively. In a larger company or organization, this is the job of the business analyst.

    What if we applied this to other daily activities and tasks that shape the way we live?

    This would give us more time to partake in the things we love.
    It’s hard enough for most working-class adults to spend most of their days in the week behind a PC. This is usually followed by hours behind the wheel in traffic or commuting via public transportation.
    This makes the task of going shopping or even attending a doctor’s check-up after an 8-hour work stint more of a burden or chore. Worse over if you must queue further to get the service.


    This very example came to mind when a relative complained about having to go from one doctor to another. When referred to a specialist they had to then book another appointment by calling that specialist’s practice.


    Now granted, this is basically a ´first world problem’. Because having a specialist attend to a back problem after your doctor recommends it during an initial check-up is a luxury. One that third world citizens could only dream of having in the first place!

    Problem-solving scenario

    So, in the case of the referral to a specialist, a simple unified medical system can resolve this. A CRM database linking all the medical practitioners including their schedules can save you the time taken to arrange the new appointment.
    This system would also have a secure high-tech scanning and attachment add-on so that X-rays, scans, diagnoses and the attending doctor’s notes can be attached. All for the attention of the specialist.
    The times for the new appointment can be chosen quickly while the patient is at the doctor’s practice.  When convenient, you could then go to the specialist directly.

    The concept explained

    This is one very basic and rudimentary example of how an automated, centralized software solution can help schedule appointments.
    To achieve maximum optimization the system would clearly require several tests before implementation.

    Too often systems analysts and developers do not consider the end users. The user experience (UX) is the most crucial aspect of software development and should be the first step in building an automated system or it will never achieve its purpose.

    It doesn’t have to be used as a national health solution. This is because centrally planned systems, as mentioned in a previous blog, can lead to inefficiencies.
    It would need to be localized in order to make the system easier to maintain and be updated with contact details.  This especially when information can change on a weekly or monthly basis.


    Naturally, and for decades, health insurance companies have utilized card systems to document patient visits to practitioners. This also helps you and practice to easily claim back medical costs.


    But this only serves a singular function and is laborious to run. What is being proposed in this blog post is something to resolve this in a more secure and decentralized manner.

    Application and security

    Cloud security has become a huge requirement and will be a necessity for all businesses and services in the very near future. Europe, for instance, is implementing compliance laws for storage of data under its new GDPR regulation.


    Countries like Sweden also have similar compliance laws to handle financial (with a lot of banking going mobile) and medical data stored in the cloud.


    So, security would become less of a concern for businesses when it comes to data storage and automated CRM systems in the future.

    Shopping and housing convenience

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    The burden of shopping can also be alleviated with initiatives such as cashless processes. We first saw this introduced in Asia (China) and now adopted in the West through Amazon’s new cashless´ and cashier-less grocery stores.


    While shoplifters might not see the innovation in this ‘new method’ of shopping; it saves you time spent queueing to pay and will invariably help resolve the scourge of shoplifting.


    It will, however, require more reliance on technology for surveillance, to monitor and track the scanning of the goods and keep a database of records on a server.


    This helps you with the inventory management and other back-office processes and is managed by an automated ERP solution (and not a person).
    We are still waiting for massive roll-outs of the so-called smart houses equipped with smart chips that help regulate temperature, turn off energy-consuming devices when not in use.


    Some are even equipped with fridges that remind you when food is expiring or simply needs to be replaced.


    Designing such systems would naturally require careful observation into the various steps needed to reach the desired result. Details in every step from how you go from point A (selecting a product); to point Z.


    Point Z being you walking out of the shop with a fully paid item. All without using cash or the need for a cashier.

    Tweaking the solution

    The system analyst’s job would be to engage or even simulate the processes using different test subjects and not just the best practice.
    There is the possibility that you might forget to pay for the milk after checking out of a security area. That could result in an embarrassing scenario for all.


    These are just two examples of countless scenarios that can help us benefit from the use of automation and AI.
    There are many other subtle examples such as in the motor industry. This includes the use of computers to diagnose a ‘sick car’.


    There can be a solution for every bottlenecking problem. Addressing this is now has become a new field of study. Computerization and the use of robotics to handle manual labour and repetitive blue-collar jobs will be new highly lucrative career paths.

    Many new start-ups already exist purely to develop system automation.

    Welcome to the future!

     

  • Run your business on cruise control

    Run your business on cruise control

    Are you running your business as you did in the eighties, nineties? If so, you are probably working like a donkey and for the same kind of income – if you are even making any!

    Business automation has developed albeit quite slowly, over decades. It was accelerated significantly via the “www “.  And now even more so with the Internet of Things (IoT).

    Ways of doing business

    Let’s begin looking at communication – a key pillar in running any successful venture. Getting in touch with your clients can now occur in numerous ways.


    We have come a long way from shouting on street corners to invading people’s places of comfort with door-to-door sales visits.


    We can now get in touch physically via phone, Skype, Emails, online chatting, video-conferencing, and social media.


    And though it may sound like overkill, using these tools can actually help save you time and target your products effectively.

    This makes them efficient and worth every penny you spend on them.
    Hosting your email nowadays does not require the expertise of IT professionals.


    Likewise, IT pros are now discovering they have more time to perform administrative work (productivity reports). 

    As an IT expert, you must hate having to walk from PC to PC to install software. Such ‘excursions’ can consume hours during the day and, probably gets on the nerves of people trying to get work done.

    Hands-free IT

    As an IT pro, you can now administer and carry out IT-related tasks from the comfort of your office. You can even do it remotely from your, laptop, or your smartphone!


    So now, your emails can now be hosted with a few clicks. You can then receive them instantaneously on your desktops, mobile phones with a syncing feature. This is made possible by a newer mail protocol known as Simple Mail Transfer Protocol (SMTP).


    You can now synchronize your emails, calendars, and events, and contacts on your devices using Microsoft Exchange Online services.

    These are strenuous tasks that you would have had to manually create using special scripted rules. Tools like PowerShell, patches, domain routers would have to be applied to a physical server to enable such functionality.

    The cloud has made this all possible. We will not get into the intricacies and workings of the cloud but we have seen a massive uptake of it.


    Companies of all sizes, countries, and industries are moving to the cloud.
    This uptake of cloud services is happening on a regular basis as old servers are being made redundant and getting subjected to creative destruction.

    Software for hire

    Software as a Service (SaaS), is basically the hiring of software rather than owning it and leaving the maintenance to the software provider.


    Major cloud players such as Microsoft Azure, and Google Business, offer you the software just as a front-end and user-friendly application.


    They take care of the ‘back-end’ operations such as backups, updates, and upgrades, security, and compliance. All that for an annual or monthly fee.


    You can liken this to hire-purchase or the car leasing services that the automobile industry offers its clients.


    Our car servicing and maintenance are performed timeously by the manufacturer. You just drive it and pay for your own fuel on top of the monthly leasing fees. Such a service can even be monetized using Cryptos such as IOTA.

    Great collaboration tools

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    Another daunting yet integral task in running a business is the act of hosting meetings. Business meetings are often rescheduled as easily as procrastinating a spring cleaning exercise.

    Tools that facilitate online meetings like Skype for Business or Google’s Meet, allow you to schedule meetings from your calendar. This will send you and your meeting participants a reminder. With a click of a button, you can join, host or participate in an HD video or audio conference call.


    This can be done from wherever you are on the globe as long as you have a good enough broadband connection.

    The kicker with this tool is the ability to present your full (hopefully clean and avoid any embarrassing items) desktop, to all participants.

    So, you can present an Excel spreadsheet of financial data, discuss the design of a brochure or flyer for marketing, or run a PowerPoint presentation. The apps come even complete with an infrared pointer!

    For more solutions, have a look at the previous blog on sales software and CRM systems. This will help you understand a bit more about how SaaS can help grow revenue for your business.

    Good broadband is key

    Again, these services obviously require great Internet connectivity. This might also be the only stumbling block deterring many smaller companies and some big data-sensitive firms from taking on the cloud.

    But as Internet Service Providers (ISPs) and local governments are now actively getting involved in making broadband a necessity for us.

    There are endless possibilities that the cloud and good software, in general, can offer your business.

    No one wants to spend hours in traffic leading to stress at work or home. You also wouldn’t want to spend large budgets on unnecessary travel, marketing, and communication tools that are not effective.

    We are not fully in favour of substituting your human interactions with technology.  It will, nevertheless, help you to find ways to bridge the gap when you find that personal contact is not possible.

    Allow software automation to help you!

  • One tool to serve them all

    One tool to serve them all

    When working in retail, finance, and manufacturing (sales) industry, you often come across one unavoidable piece of software.

    A Customer Relationship Management software or what is abbreviated to CRM.

    Now what really is really astonishing is when people ask how a CRM can actually help their business. Often one gets asked what CRM stands for or even means!
    Now granted, it is a technical and industry-specific jargon depicting an online tool. More specifically, it is software used on hardware like PCs, tablets, scanners, point-of-sale devices, and modern cash registers).
    What it does, however, is something many businesses both small and large take for granted – and mostly to their detriment.

    The purpose

    We use CRM solutions a lot more than we think. Take our Smartphones for instance: they are basically miniature customer (data or content) managing tools and though personalized, they serve the same function.
    Now to put this into perspective very quickly and simply: our phones store and manage all our contacts. Our friends, family, businesses, and clients are kept in records primarily to help us access and communicate with them quickly.
    Mobile phones, have also evolved to now enable you to not only manage your contacts to just make calls or send SMS. You can now share all sorts of  content with via the various social media platforms.
    Each of these platforms naturally has its own purpose and account. Android phones, for instance, come with (need to be activated by) a Google account.
    You can then subsequently use it to access many applications (via an app store) and not just your email.
    CRMs manage a company’s accounts in a similar way. They enable you to quickly get a hold of people to either sell directly to, create or follow-up on a sales lead, or nurture the lead until it becomes a sale.
    This is carried out by software that sits on the front-end of a database stored on a local server or on the cloud. The software is normally user-friendly for it to be adopted and used frequently by end users.
    This enhances your productivity and therefore increases  revenue for your business.

    Practical uses of CRM

    They are used more by salespeople and staff of companies that offer a service via their customer support services or front-end teams.
    So, when you call your local phone company because you are behind on a payment or would like to hand in a product for repairs, it is a CRM system that is used to log, track and manage the case till is solved.
    The transcript, along with the call logs and resolutions are kept for a later date or time for if you make a follow-up call, request a new service. These records are stored in a database or what is called an instance.
    Depending on what your company does, it will have several (national or regional) instances to help access data even faster.
    A CRM can help you manage a healthy relationship with your clients to ensure that you are not calling them several times a day to put them off.
    It will stop you from forgetting to follow-up on scheduled calls or emails or worse yet, sending them the wrong product or information about your offerings.

    Salient features

    A good CRM package also comes equipped with a means for you to create and store brochures, create effective and targeted marketing campaigns, generate quotes and invoices (PDFs). It will also come with a solid built-in knowledgebase.
    This is a stored pool of resources containing processes and scenarios to help you quickly resolve a problem, prescribe a product or log a case.
    And nowadays, like a mobile phone, a good CRM software can seamlessly help you integrate with social media platforms to follow, service or attract customers from those digital marketplaces.

    Several CRM tools out there that offer different functionalities and depending on the size of your business, you can get a basic one that just manages your contacts and interactions.
    Then you have ones that handle full-scale operations (back-office processes like warehousing, inventory, accounting, finance, payroll, and HR).
    Those fall under another high-level category of CRMs known as Enterprise Resource Planning tools or ERPs. A topic for another blog perhaps as they are a totally different animal altogether.
    CRMs are however, an component of ERPs and bigger companies would need both to handle large scale operations.
    So you see how useful a CRM is in helping to run your company. They are now being even more automated with the help of Business Intelligence and AI.
    That makes it even easier for you to use them to grow your business to levels where ERPs you would eventually need an ERP.

    Many CRM suppliers offer free trials and even free online software, so take a shop around to see which one fits your needs.
    The current industry leaders in CRM solutions are Dynamics (Microsoft), Salesforce, Oracle, SAP CRM and Zoho.
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