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4 ways a CRM helps you improve customer relationships
/in Blog, Customer Relationship Management, Productivity /by wpengineExcellent customer service is an art. One that can be difficult to master. The good news is there are plenty of tools that can help you better serve your customers.
Our favorite is a CRM.
But CRMs are packed with features. It’s hard to know the best way to use such a robust tool. To help out, let’s explore the high points.
Here are our 4 favorite ways your CRM can help you improve your customer interactions.
#1: Detailed customer dashboards.
When all of your customer data is in a single location, you spend less time searching for individual pieces of information. 360-degree customer profiles centralize customer information so that it’s all available on a convenient dashboard. In a single view, you can see email messages, order history, transactions, previous customer support interactions and more.
When a customer calls, you’ll be able to see every interaction you’ve ever had with them. All without having to dig for information.
#2: Access important information on the go.
Sales representatives need to be able to help customers no matter where they are—at their desks or out on the road. CRM systems are built with mobility in mind.
It doesn’t matter if your employees at a trade show, a client’s office, or in a cab on the way to a meeting. As long as they have an internet connection, your team can stay productive.
#3: Social media management made easy.
More and more CRMs are incorporating social media interaction. Why would you want to link your company’s Facebook, Twitter, Instagram, or LinkedIn account with your CRM? So you can see how social media activity is affecting customer relationships.
For example, a lot of customers will take to social media when they have strong feels about a company. Every mention is an opportunity—even when customers are upset. If you can turn a bad experience into a good one right there in your Twitter feed, you’ll win that customer back as well as every other customer who’s paying attention.
#4: Knowledge at your customers’ fingertips.
Some customers will do absolutely anything to avoid making a phone call. That actually plays to your favor. Sure, you could tell insist that they call or email. Or you could create a knowledge management portal using your CRM.
Wiki-style knowledge management portals enable customers to access FAQs or troubleshooting information all on their own. Many CRM systems also let customers build their own online communities. These are spaces where customers can ask each other for help and provide your business feedback. An IT consultant with CRM experience can help you with setup.
Get the most out of your CRM system.
If you’re not using your CRM to build brand loyalty and enhance your customer service efforts, you’re missing out. These 4 CRM features will allow you to tap into and improve your customer’s experience.
Happy customers are loyal customers. And the more loyal customers you have, the more you’ll be able to grow your business.
4 SMBs that can benefit from a custom mobile app
/in Blog, Productivity /by wpengineWhen it comes to selecting a gaming computer there are two options. Build a custom machine or purchase a pre-built model.
You don’t need a customized computer to play online games. But if you’re looking to optimize your gaming experience, a custom-built machine is the best way to get exactly what you want.
This same idea applies to businesses and custom mobile applications.
There are plenty of pre-designed apps that will likely work for your organization. And some of them, like Office 365, even allow for moderate customization.
But if it’s freedom you’re after, partnering with a professional to build an app for your business is the way to go.
To show just how versatile a custom mobile app can be, we made a list of 4 SMBs that would benefit from one.
1. Schools
Keeping busy students and educators informed about important details and activity is a challenge many educational institutions struggle with. A custom mobile app can bolster school security while also keeping staff, students, and parents in-the-know about on-campus happenings.
Possible features:
2. Real Estate Firms
Realtors need access to local housing market data on the go. A mobile application can provide convenient, reliable access to the property, client and area information they need when and where they need it.
Possible features:
3. Homeowners’ Associations
HOAs are required to keep their residents informed about community issues, activities, and rules. A customized mobile application can help HOAs share relevant updates and encourage participation while giving residents access to basic community and local area information.
Possible features:
4. Healthcare Practices
Thirty-minute doctor’s visits often aren’t enough time to gain a full picture of a patient’s condition. A mobile app can allow patients and doctors to exchange more data on health history, status, and symptoms, helping to better diagnose, manage and customize treatment.
Possible features:
Creating a Custom Mobile App: Next Steps
The bottom line is, custom mobile apps can help a variety of SMBs increase efficiency, mobility, and productivity.
If you think your business would benefit from one, reach out. We’re confident we can design a custom mobile app that incorporates all of the features your business needs to tackle projects and increase customer satisfaction.
Related Blog: Top 3 Signs Your Business Needs a Custom App
4 tips for securing your enterprise resource planning software
/in Blog, Security /by wpengineIn the Oscar-winning drama The Social Network, Mark Zuckerberg and Eduardo Saverin are two Harvard college students working to create what is now the most widely used social networking site in the world: Facebook.
There’s a scene from the film where a crowd of students cheer on five nerdy guys furiously typing on computers. Zuckerberg looks on while Saverin approaches him, asking what’s going on.
“They have 10 minutes to get root access to a Python web server, expose its SSL encryption, and then intercept all traffic over its secure port.”
Saverin replies, “They’re hacking.”
Turns out, these five guys are participating in a “hackathon.” One where, according to the rules, they take a shot every 30 or so seconds.
To these students, hacking is a game. Something fun to do at a party. In the business world, it’s anything but.
The possibility of a cybercriminal breaching your business network and gaining access to sensitive company data is very real. And very serious.
One of the ways a hacker can do this is through your enterprise resource planning software. We’re here to help you prevent that from happening.
Why is ERP security important?
Enterprise resource planning software has the potential to give an overview of your entire company-wide operations, including everything from customer and financial relationships to personal data, HR information and intellectual property.
A data breach that includes ERP records would have sweeping impact. Productivity takes a hit, your reputation suffers, and revenue could easily dip. And if your business is subject to compliance regulations, you could be looking at hefty violation fines, too.
The key to avoiding these headaches is a robust network and application security designed specifically to protect all your data, including the information managed by your ERP solution.
Here are 4 tips to help you better secure your ERP software.
Update, update, update.
Forgive the repetition, but this first tip is just that important. Update your network security and upgrade your application software to the most current release. Due to ERP’s integration into nearly every area of your company, a breach into one are of your network can expose your entire system to hackers.
Patching your system will protect against new malware threats and fix bugs. Plus, updates can introduce new software capabilities unavailable in previous versions.
Since enterprise resource planning software is massive, performing updates will take longer. Scheduling them outside of business hours will help you eliminate update-related downtime.
Control user access.
If anyone in your company can access all the information in your ERP, then in the famous words of NASA Mission Control, “Houston, we have a problem.” Allowing every employee to see every module’s information is a security risk. And, depending on the data, a potential compliance violation.
To prevent internal attacks or accidental data removal, define permissions for different features in your ERP and require employees to frequently change their passwords. If an employee doesn’t need access to certain information to do their job, they shouldn’t have it. An experienced professional can help you set up these permissions.
Train your employees.
Piggybacking onto our previous point, it’s essential to acknowledge that employees pose a substantial security risk, so be sure you take into consideration segregation of duties when allocating permissions. Sure, your staff means well. But humans, by nature, have a larger predisposition for error than machines.
That’s why it’s critical to train your team on cybersecurity best practices. If your team knows how to spot and report unusual activity in your ERP, you can greatly reduce a cyberattack’s damage.
Use active reporting.
Visibility is crucial. If an issue occurs, you’ll need to know where in order to resolve it. Real-time, internal reporting can help by letting you see problematic user activity as it happens and trace data quickly and efficiently. Run frequent audit reports in your most sensitive ERP modules.
For example, if users try to access data without the required permissions, you’ll know. Once you’re made aware, you can address the issue immediately, minimizing potential damage.
Securing your enterprise resource planning software.
Taking a preventative approach is always the best way to approach network and application security. While there’s not a universal solution, these tips should provide you with a solid foundation for securing the sensitive data in your ERP.
Related Blog: The Advantages of ERP for Small and Medium-Sized Businesses