Switch to VoIP in Five Simple Steps

How To Simply Switch to VoIP?
The thought of switching to a VoIP provider can present unfounded stress, simply because there are so many different service
providers to choose from. However, this task is less painful than you think once you have identified your business’s needs. To determine the system that is ideal for you, use this simple guide to discover your needs and make a decision that will change the way you do business.

Improve Your Solar Company with our CRM

If you have always managed your solar company with applications that require you to move back and forth between them, creating both confusion and data loss at the same time, then it’s time to get up and move on. Get the new integrative software that can put together your needs to relate with current and new clients, costs, installing requirements, and other aspects necessary in managing your business: the Managed Logix CRM.

The Managed Logix CRM isn’t just a system that gives you the ability to put together all these necessary functions. Instead, it can also offer you the ability to minimize your costs in money, time, and effort since you can now see your contacts and jobs with ease.

Drip emails and the Managed Logix CRM

A drip email campaign is one of the most efficient ways to keep your clients updated about offers and other account related information that they should be informed about. However, there are many instances when the emails themselves are not received by the customer, even when the transaction has been specifically requested by the client. Aside from these times, there are also occurrences when the drip email campaigns are sent directly to a client’s spam folder, making your email quite impossible to find.

Because of these issues, the Managed Logix CRM has partnered up with SMTP, which is an email delivery company. SMTP is well known for having the highest statistics in deliverability. Aside from that, they really do their best to make sure that any emails that you send will be received by the client without any issues arising. They have had more than a decade of experience in making sure that emails are sent where they should be, which is why Managed Logix agreed to a partnership with them. Use the Managed Logix CRM and you will also be able to send informative emails that you can be sure will be read and received by your customers.

Powerful application

The Managed Logix CRM has the ability to put together different applications, seemingly without any effort. Because of this, the software gives you the power to better manage your company, whether it is a large one or not. This is made possible by the ability of the software to not only integrate different functions, but also all the different departments and branches in your company.

If you had to struggle with information editing before, you will no longer have to worry about it now. If a client gives you certain information, anyone within your company with the proper authority can edit your customer’s data, and this edition will instantly reflect on the system. This means that you can access the new account the moment it has been edited, so your company updates will be quick and efficient every single time.

Highly Integrative

Another commendable feature of the Managed Logix CRM is that it is perfectly integrative, which means that all of the information you need can be available to you in the minimum amount of time, using the smallest amount of effort.

In this way, a single application can be used for all of the people in your company, and the exchange of information about your clients no longer has to happen between different applications and different desktops. Instead, the Managed Logix CRM gives you a system where all of the tracking and information is readily available. The best thing about it must be the fact that it is user-friendly and can be used by anyone without tedious training seminars or reading long manuals.

Since it is perfectly integrated, it can give you all information on a client with a few clicks, such as a summary of a person’s account. Without spending much effort, you can find out the current status of a client, see if there are any outstanding requests from the customer, find out if there is any need for a follow-up, and even to find out if any follow-up has been done yet. No matter what it is that you might find necessary to look into when it comes to your solar company’s clientele, you can definitely do it with the Managed Logix CRM.

The Managed Logix CRM is the tool that will improve your solar company with just a few installations. It can put together your whole company and minimize both data and money loss with just a few clicks. Get to the front of the competition now when you get the Managed Logix CRM.

Managed Logix CRM for Your Insurance Company

Customer Relationship Management (CRM) is a system that can be used to integrate different necessary aspects into a single application. Managed Logix’ CRM can be your key to minimizing the financial losses that you will incur from trying to make sure that your customers are all updated. Instead of simply focusing on your relationships with your customers because of limited program abilities, you can now manage both your customer connections and the actual insurance forms.

This system is the perfect integrative application for the different aspects that your insurance company handles. The system can put together the information you have on current and new customers, including the programs they have availed, how much you have been spending on them, and what you have done to make sure you keep good connections with them. Putting all of these things together will definitely improve your company’s profits since it is a practical way to save effort, time and money.


Smooth interface

Managed Logix’ CRM makes your system flow smoother and easier to use. This is because all of the information you find that must be made available for each customer will be available in just a few keystrokes. The Managed Logix CRM is definitely easy to use and easy to learn, so it can be integrated with the whole company quickly, without having to worry about seminars for sessions to teach the software. Instead, the software can be up and ready for use without a fuss.

Since the accounts can be integrated in the CRM with ease, you can quickly receive a picture of how each customer is faring. In this way, you can make sure that your relationship with each customer is as good as possible.

With a simple click, you will find these things readily available to you: the status of your customer, if there is any need for customer service assistance, if the assistance has been given to them already, and if there is anything else that should be done for their account. Instead of having to use different resources just to follow up and edit the customer’s account, the CRM puts everything together to save you time and money.


State-of-the-art system

The Managed Logix CRM has the ability to put together every single part of your insurance company. The system can offer you the chance to easily access possible leads, clients, departments, and branches from within your company, making every aspect of the company available at your desk.

As a whole, this gives you the power to stay as updated as possible because you can receive your employees’ updates in real time. Once they change something in the system, you can also view it right after. This gives you the advantage of having a perfectly faultless system that will not only make your company look highly professional all the time but will also help your company work more efficiently.


Uses drip emails

Drip email campaigns have become crucial to numerous insurance companies. Because of that, Managed Logix has connected with SMTP for the best email campaigns.

SMTP is an outside company that is well known for its abilities in making sure that emails are received and sent on time, as well as other delivery services. The company is known to have high standards since they have a greater reach in contacts, as well as being the baseline for good email delivery companies. Partnering with them can ensure that your drip email campaigns are received with good results.

Our partnership with them is the perfect relationship to make sure that your campaigns will not be landing in your customers’ spam boxes. Instead, they will get your business emails in their inboxes, as opposed to the business emails that they will never even see even if they specifically requested for them. The Managed Logix CRM makes sure that your clients will receive and read your email, since we have connected with SMTP to make sure that when you ask for your emails to be delivered, your customers will receive them.

Talk to Managed Logix to get the best CRM for your insurance company, so that you can start using the integrative software that was made just for you. This way, all of your data will be safe from loss, such as when it is still necessary to go back and forth between applications. Get the Managed Logix CRM so you can improve your money usage along with much better company efficiency.

Our CRM System Lets You Pay Attention to Details

The beauty of using a customer relationship management system is that it lets you get into the details that are often left unnoticed in the daily grind. This, on top of knowing the basic needs of your clients, is one of the main objectives of the CRM system.


CRM systems provide reports and analysis

If you are a business owner, one of the reasons why you should consider having a CRM system is because you want to conveniently track your sales, trends and your customers purchasing habits. Should you even rely on the traditional method of tracing? Not when you don’t have the time! Not only is the traditional method time-consuming – but it is also expensive. Imagine the hours and money you need to spend on identifying and entering all of the much needed information and converting it into a format that is more readable.

But Managed Logix’ CRM system can take care of this critical marketing duty so you wouldn’t be hassled. It is in the CRM’s nature to give you all that you need so you can find out about your customers with just a few clicks. All you need is to request for it.

Your CRM system is able to provide you will all the necessary analytics and reports that you would like to look for in order to find the solutions to the problems you have. Discover with ease who purchases what, which of your items are bestsellers, and which are slow-movers.

Is your selling pipeline working? Your CRM reports shall give you the answer so you’ll know if it is efficient or not. With just a few clicks, you will be able to find out the answers to these issues plus much more, coming from the consolidated storage of data built into the CRM.


Our CRM system offers optimized collaboration

One of the advantages of being on a CRM platform is that your company is in sync with all the happenings around. Everyone is able to access the same reports and able to see the same information. No need to point and blame someone when a problem comes up. The ideal customer relationship management system irons things out easily as all of the members access the same data. It keeps everything transparent.

In effect, customer service, sales and marketing departments can collaborate better towards teamwork. Objectives become more attainable, and these are done quicker. The other tasks that are smaller but equally important can be handled by the CRM system, allowing you and your workers to concentrate on their specialized duties.


So how does CRM make you pay attention to details?

Imagine having to spend hours just to make sure that your records are updated. How about paying for additional assistants who will schedule your meetings and make sure you attend to them? There is usually one or two persons specifically assigned to doing these tasks. They may be quite monotonous but necessary, and paying attention to them is critical.

Not to worry, as these are just some of the tasks that your CRM system can handle for you. When you employ a CRM system, adjustments are done fast and in one place. You can have a master scheduler that gets programmed to individual calendars automatically. In effect, you save more time, more money, and even avoid miscommunication errors. In other words, your CRM looks into the small details for you.

What does CRM stand for?

CRM or Customer Relationship Management systems exist for as long as there are customers and businesses. It is not the first time that CRMs appeared as a business jargon; in fact, it has been there since trade started. And as we go along with the progressive development of the world, of course, we also have to consider upgrading our CRM.


Although, we believe that the only permanent thing in the world is change, we also agree that some things just have to stay as it is with a few touch ups. Like the goal of CRMs to blend businesses together with effective marketing efforts not just to gain new customers but to keep them as well. You don’t want to blow your money just by letting go of every unsatisfied customer because you failed to deal with what they needed and wanted. Aside from losing customers, you also don’t want to have a tarnished reputation to prospective customers when they learn about how you lost some clients. Of course, nobody wants that, right?


Because we are living in a progressive world with plenty of technological advancements, you also have to raise the bar and not settle with old-fashioned ways of handling a business. Your customers will always look for more and sometimes compare with your business competitors so it’s always better to step up your game. Awareness and improvement are essential keys to maintain a high-quality business environment to keep your customers who have high expectations very, very satisfied.


This is how Customer Relationship Management helps you: by knowing and understanding ahead what your customers need and want and to design your marketing plan based on their expectations. With this, you can assure your customers that everything is well-planned before business completion.


By keeping your customers impressed with a concrete marketing plan and business design, they will keep your service and not eye for another company to handle their concerns. You know what they need, want, and expect. What more can they ask for?


Even if the goal of CRM today is almost still the same as in the past, remember that the competition gets tougher as time progresses. The most effective way to step up your battle is with a strong and competitive customer relationship management system that is very manageable, easy to use, handles everything for you, and gives you more time dealing with your customers’ needs and expectations.

CRM Systems Keep Things Intact

In wanting your business to achieve success, you have to accept the fact that things have evolved through time. Customers are not just looking for businesses close to them, as the Internet lets them search all over the globe to find what they’re looking for. Though it may not be sensible to do so, the Internet gives a wide coverage. And even if your company tends to fall in a listing that needs to be local, you’re still required to cope with the internet.

Using the power of social media

Social media is definitely here to stay – people are into it, and everyone can create content. If you would like your business to flourish in this digital era, you are obliged to maintain favorable connections with your customers. There should be a compelling motivation for them to come to you and stick with you instead of them looking for another company to invest their resources with.

Online customer service through your website

Similarly, you would want to be in a situation where you can benefit from the possible customers looking for a fresh company to transact with. Set up a favorable online visibility of your own and make sure it is user friendly. Arrange your website in such a way that customers can find the answers to the questions in their heads on their own. They will surely be grateful to find the information they need available 24/7, and that you’ll be equipping them with excellent customer service to begin with, so that they wouldn’t need to talk to a real person.

What to put in your site? Include FAQs, videos, applications for download, and setup an online community so people can talk about their issues with fellow customers.

Organize things with your CRM

Once you get your customers’ information, then it should also eventually land in the customer relationship management system. This will allow you to trace back the requirements and concerns of possible customers, helping you serve them more efficiently. Your CRM system will give you every online potential customer with smooth service by collecting and recalling critical customer information.

Making an effort to heed their needs, this will make your customers feel important. Your staff can be more efficient in their work because of the easy access to critical customer data. They can also easily collaborate since they are all together on the same page. It is the ideal marriage between customer service and technology, which will lead to satisfied customers and sharing positive reviews on social networking sites.

Even better, when these potential customers go directly to your company, all of your company members get access to the same data. You will be able to find out what they are looking for, what their issues or concerns are, and other pertinent data about them.

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Gaining Customer Trust with CRM Systems

In business, the after service for a particular service or product is something that many are concerned about. There are businesses that tend to forget the after-sales service, concerned more about consummating a sale and eventually forgetting their customer after.

While there are companies that have customer relations departments, manual means is a thing of the past. These days, companies intend to grow, and hence, the need to invest in a Customer Relationship Management system (CRM) has become a prime need. Some entities may find the investment too much and something they can opt not to get. However, all that changes once the customer database starts to grow and the need to properly address their concerns sinks in.

Technology has actually made it easier for businesses these days, making it possible to address customer concerns with a single click. A CRM system makes browsing customer information easier. Aside from that, other customer relationship employees are able to pull out records and view their history.

This way, they can more or less gauge if customer concerns are addressed, not to mention identify recurring problems which may require deeper attention.


A CRM system covers more ground

A Customer Relationship Management system can gain larger ground in the long run. Aside from the fact that it is a modern way of handling customers, it weeds out the potential issues of person-to-person interaction. This includes having to backtrack on a customer’s history which is practically like starting from scratch.

With a CRM system present, you are able to cover a larger volume of customers. On such days, the likeliness of restless clients may ensue and result in a not so good ending.

But thanks to the efficiency that a CRM system brings, everything can be easily addressed and resolved, all with a single click. This limits the possibility of dissatisfied customers, not to mention ones that may decide to stop doing business with you in the future.


Keeping customers happy

With growing companies, a busy and high volume day is not surprising. Hence, a CRM system can do its part especially when the customer representative needs to make an immediate check on the customer’s records. After skimming and looking at the customer information, buckling down and addressing the concern at hand can be discussed and eventually resolved from there.

This is a big improvement compared to before when people would have to write notes to be guided on a customer’s information and transaction history. That alone is time-consuming which may not sit well with waiting customers.

But now, the modern age has changed all that. Customer reps can easily keep track of their clients where pertinent information and reminders can be easily seen.

With an advanced setup, all employees have to do is recall the customer record and skim through the individual’s information. In most cases a history of their complaints and issues is likewise present, keeping employees up to date on the customer’s status.

Customers love attention

Good or bad, anybody who has complaints or queries will always want to be given attention. Ideally for companies who make use of a CRM system, the initial input of data will be the hardest. But once you update the client record when needed, everything should be easy sailing from there.

The Difference CRMs Bring to Business

Small, medium, and large businesses will have their share of customers. With that in mind, many will be coming back either to get another product or service or seek some help. The volume of queries may vary but the thing is that customers do come back.

This is one of the reasons why companies would need a customer service department to entertain returning customers. But keep in mind that as years pass and the business grows so does its customer base. So would that mean that it is time to get a Customer Relations Management system?

Such could be a question thrown to companies, big and small alike. But more importantly, valuing your customers is a priority. Normally, they would call or send in messages waiting to be answered, but for some reason have to wait in queue. While some customers may understand, there are those who may not. And should companies ignore this, the end result could be costly and bad for their business.

No one waits. Fortunately, a CRM system can provide some aid to your current staff of customer representatives. But do keep in mind that the solution is only a supplement. CRM systems delay and improvise for the time being. At the end of it all, the fact remains that customers want results and they want it fast.

Providing customers with an unforgettable experience

Companies strive to provide their clients a satisfactory experience. A CRM system may help in doing that, aiding your staff and/or providing basic solutions which would depend on the problem at hand.

Depending on how complicated a company’s CRM system is, the various issues and problems can be addressed accordingly. Not only can it help address simple complaints, it also becomes a proper reference for clients and customer representative to resolve issues.

However, it does remain that human interaction and intervention is still a need. Ideally and depending on what customers may want clarification for, people can provide immediate solutions which customers will want immediately.

Once properly aided, customers are expected to express their content for the assistance and time rendered on them. This results in happy customers which eventually speak well on how an organization values its clients.

Building new tactics from existing customers

One thing that a CRM system can provide is to assess your existing customers. It is a fact that reeling in new customers can be difficult so why not simply take care of your existing and loyal ones?

Depending on how you handle it, a CRM system can more or less provide you with additional information and interests that a certain customer carries. Providing them with service and somehow studying their interests could become a window for future offers on existing and new products/ services.

This tactic should not be treated as a remedy for your sales efforts. Rather, it should be used to append existing sales and marketing tactics which can eventually result in new sales and new clients.

CRM: Everything in One Place

The lead management software is the perfect way for a company to manage its sales leads and prospects. It has a way to track your leads so that you will know not only who these people are but also how and where you got these leads. As these leads start to come in, you will be able to filter out the bad leads from the good ones, so that you and your staff will remain productive and no time and effort is wasted on people who are not willing to buy your products or services. This tool will also come in handy in order to maintain a professional relationship with your leads.

Tracks where your leads come from

The lead management software is the perfect tool in today’s corporate world. With this, you can tell where your lead came from: your website, your email marketing campaigns, a direct dial system, print advertisements, or mailers. Once you know the sources of these leads, you will be able to save lots of money on marketing. You will then concentrate all of the marketing efforts on the strategies that gave way to these results. No effort and funds are wasted on campaigns that do not work. Rather, you put the money in the sources that do work.

Easily customizable

A lead management software system allows you to customize its user interface, and gives you capability to name files, tabs, and dashboards. A custom-fit and personalized application will make it easier for you to use it, and you don’t have to learn generic titles and names that are not in any way related to your business and brand. This tool allows you to use terms that you are familiar and comfortable with.

Integrated With Your Resources

If you are already using a CRM system, then the lead management software is the perfect accessory to it. Every information gathered from your leads flows into one database, which allows you to manage your contacts. The good news is that a lot of CRM systems already have the lead management system included in their features.

Improves Customer Satisfaction

The lead management software system is not just managing data. More importantly, it is about being able to deliver the message to your target audience. The lead management system tool should be able to keep in contact with every lead created. You can also personalize or tailor-fit the message into something that is very personal and relatable to its recipient. This will result in a very good experience among all the people involved in the whole process.

Keeping track of any kind of information related to your prospect can have a great impact on your sales targets and quotas. You would be able to see your lead’s interests and passions, which will allow the sales department to use that information in their marketing efforts. There will be less effort and less annoyance for you and your staff. Your customer will have an improved experience with your company and will likely patronize your business. This is a win-win situation.