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In this issue:

  • Sales is Changing
  • Improved User Adoption
  • User Friendly - Powerful Tools
  • Salesboom and Change Management
  • Customer Expectations
  • Salesboom Features
  • Special Offers
  • Events & Podcasts
  • Spotlight

Monthly Newsletter

November, 2006

Sales is Changing

The role of the salesperson is rapidly changing. We now have many, many, communication options such as Internet, wireless phone and hand-helds, landlines, faxes, email, on-line messaging, virtual conferencing and on and on. There really is no choice but to join in, but, this means that sales and customer service representatives are constantly under pressure to ensure they are up to speed on technologies and available on any of these channels to respond quickly and knowledgeably to customers and manage affiliations. Managing multiple applications for each touchpoint wastes valuable time and information is lost. As a result, many organizations are looking for ways to ensure their front line people have the tools they need to compete in the market, and that means ..... better technology.

Many companies are turning to activities like Sales Force Automation (SFA) to resolve some of the problems inherent with a multi-channel, multi-repository work environment. The supporting technologies for SFA are diverse, and can be daunting in terms of the financial investment, integration and ongoing technical support and training.

It is important today to not stop at just automating your sales force, it is important to take advantage of new applications that offer a whole range of possibilities under one service. Possibilities that include Customer Relationship Management (CRM), Partner Relationship Management (PRM), Sales Force Automation, Project Management, Order Management, Accounting and Inventory to name a few. By bringing the business lines into a common application, sales activities and customer support is achieved in the context of organizational activities. You can build information holdings that are meaningful and relevant in planning marketing and sales activities and building excellent customer supports.

Salesboom is an integrated, on-line CRM/ERP application that spans many business processes. It is so flexible you can undertake enterprise CRM services without the heavy draw on time and ongoing supports common to stand-alone solutions.

Improved User Adoption

User Adoption is the corner stone of any successful software solution.

Your Envisioning, Planning, Development and Deployment plans are all part of getting that corner stone in place and it is work. The tried and true success in most software implementations is user buy-in and change management that are driven from top management tiers.

You must have a very clear understanding of the business lines and processes for each aspect of your marketing and sales activities. You must understand the relationships in place that drive your sales process, be aware of deficiencies that can be remediated, and above all, invite input from your user base.

In proposing a new solution into your operations, particularly a CRM solution, you are going to change the way people have been working, it will disrupt efficiencies people have found to “get things done”, and it means everyone has to overcome a learning curve without significant impact on operations. If your employees and partners have been active participants in the automation process, you will have flattened the learning curve and gone a long way to smooth uptake and user adoption.

Not surprisingly, as the Visioning and Management leadership, you must undertake to implement your own Marketing Campaign! This means targeting and understanding your customers, or in this case, users. You will need to understand your user base in order to identify training requirements, areas of resistance, invite open communications and input on processing needs, habits, efficiencies and so on. This step in the process of CRM uptake is essential to and complimentary to ensuring a good business fit between you and your software solution.

Now you are ready to look at our software solution with very nice, very powerful user tools and integration capacity. Customization is available, but may not be necessary depending on your requirements. Free 30 Day Trial

User Friendly - Powerful Tools

Salesboom’s has integrated tools based on AJAX programming. AJAX can deliver fast processing and updating functionality by processing commands right in the browser instead of going to the server to process every command. AJAX marries the graphical user interface (GUI) of desktop computers with the benefits of the Web, reducing bandwidth requirements for on-line processing.

Below are only a few of the AJAX tools available in Salesboom.

  • Contacts Rolodex®: View your contacts quickly on-line, information is loaded dynamically so there is no need to keep reloading the page.

  • Salesboom Suggest: Software remembers prior information entered in fields. By typing a letter or more in a field, the tool will make suggestions without posting back the whole page.

  • AJAX Notes: Take notes on your computer, laptop or handheld and associate with any account, contact, lead, opportunity, etc.

  • AJAX KPI: This tool encompasses several different ways of presenting and manipulating data in the Salesboom web page. Dynamically change data without having to regenerate the whole HTML page.

  • Quick Shortcuts: Use or create shortcuts to move quickly through screens.

  • AJAX System Alerts: Alarm Logging to users and groups, based on fully customizable workflow rules.

  • AJAX Messaging: chat anytime, anywhere, on a PC or on a Mobile device.

  • AJAX GUI Customization: Users can design a rich customized web environment, without programming.

Salesboom and Change Management

Salesboom supports a proactive approach to change management. We offer tools and professional services to support your CRM planning and change strategies. Salesboom can support Change Management initiatives that run on a continuous basis, or on a schedule, or “on-demand”.

Salesboom offers an easy to use interface, with easy movement from one business line to another and to partner portals. We also offer users the ability to customize their workspaces by adding tabs, templates, changing color themes and keeping digital notes handy for networking. Because of the flexibility and logical layout of the interface, users and trainers have reported easy problem resolution and good user insight during training sessions.

Depending on your needs, Salesboom can help you decide on application customizations on the server side, making recommendations that are in line with your change management plans.

Customer Expectations

Today’s generation of Internet users expect highly filtered information and the ability to extract value from the information, and they want it now! Customer Service and Sales are prime interfaces that have to deal with this new customer culture.

The greatest values you will find in todays markets will be the ability of companies to coordinate, synthesize and respond to opportunities quickly and accurately. The volume of opportunity is increasing, but the time to respond is not.

The new market consists of entities interested in fostering trusted relationships based on reliability and sharing of information. The focus is now on the demand chain and not the supply chain for satisfying business-to business (B2B) exchanges. This means that the demand chain is the aspect of the total business line that is in charge of generating revenues. It also means that products and services will be expected to adapt and change to fit the demands.

Register for a trial version of Salesboom to see how we are positioned to set you up for the next generation of customer service. We support the demand chain – supply chain relationship in an online, integrated environment.

Salesboom Features

Many of Salesboom’s features enhance user adoption:

  • Salesboom is an Internet application and the interface and functions are familiar to users. Anyone who has used the Internet is immediately comfortable with the online screens and navigation.

  • With the introduction of AJAX, it is possible to reduce the number of clicks saving time and tolerance.

  • Salesboom has a fully integrated and very robust workflow that allows for very fine adjustments. Your administrator can make modifications as processes change.

  • You can make customizations in house via your administrator(s) or you can use Salesboom’s Professional Services to ensure a timely and fully tailored software solution.


SPECIAL OFFERS

  • Free data migration ask about the Magic Migration Button

  • Have a question? Want an answer about CRM? Sales Force Automation? Change Management? Contact us at 1.855.229.2043 or we can call you.

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