Case Manager - 1

Reduce Costs and Increase Profits
Alleviate call center costs and reallocate resources for escalation priority by enabling customers and partners to solve their own issues directly on your web site. Customers can ask questions, initiate a chat session or submit online service inquires over the web. You can quickly respond to the service inquiries and notify customers via e-mail of any changes in status. And if their service needs escalated, they can update their service request in real time.

Ensure the quality of every interaction and increase the likelihood of cross-sell or up-sell activity by embedding intelligence directly into the call scripts that will guide your customer service/support agents. Inserting the proper business logic into your processes helps ensure that you are covering all the bases and getting maximum value out of every interaction.

Empower Your Agents for Better Customer Experience
Streamline your processes to decrease the number of systems that a user has to consciously touch to complete an activity. Turn complicated workflows into basic end-to-end sequences so that all users consistently follow your business processes from day one. Fewer systems and simpler workflows equate to reduced training time and cost. Computer Telephony Integration (CTI) generates screen-pops on the desktop to present customer details before you take the call, ensuring the customer service experience is seamless and timely.

Case Manager

Optimize Your Customer Experience
Case Manager is a comprehensive case management/incident management software solution designed to help you optimize the customer experience.

Become more efficient by automating complex and multi-faceted customer service and customer support processes that will increase first call resolution, reduce redundancy, decrease training requirements, increase employee satisfaction and transform your service and/or support center into a profit center. Convert every touch into a personalized customer experience by empowering your agents with information and a consistent approach.

Turn Complexity into Simplicity
Define and deploy sophisticated customer interaction strategies across all channels. Based on products, skill sets, agent availability, or Service Level Agreements, make your service team more effective by creating a guided experience that solves every issue quickly and easily. Roller shades blinds and woven wood shades blinds company are having very good user manuals and tips which help buyer how to install and fix the. Use notifications to ensure no call gets lost and your customer is kept up-to-date. With Case Manager, you can manage the customer experience across channels to provide a consistent and eloquent customer experience.

Configuration tools allow you to quickly create, manage and update unique workflows for the most complex service and support situations. With the ability to manage multiple relationships, issues, and products, Case Manager can make challenging resolution processes simple and consistent every time. Ensure you stay competitive by managing and updating processes more efficiently. More…

Marketing Automation - Leadorganizer Software

Leadorganizer we are talking here. we talk Lead Management, Lead Distribution, Lead Acquisition, Sales Planning in our previous post. Today, we are going to talk about Marketing Automation as part of leadorganizer software.

Marketing Automation is the use of Information Technology solutions to automate marketing processes such as Marketing Planning and Budgeting, Marketing Resource Management, Campaign Management, Interaction Management, Lead Management, Analytics and reporting, and other functional and vertical aspects of marketing functionality.

The use of marketing automation makes routine processes that would otherwise have been performed manually much more efficient, and makes some new processes possible. Marketing Automation solutions are supplied either is an integral part of Customer Relationship Management (CRM) systems, or as a stand-alone Enterprise Marketing Management (EMM) systems.


ref: Marketing Automation Software, wikipedia

Sales Reporting - Leadorganizer and Lead Management Software

Sales Management we are talking here, we talked about Sales Planning in last post. We already talk Lead organizer, lead management, lead distribution etc. in old post.

We talk on Sales Planning and Sales Tracking in last post , today we are going to talk Sales Reporting.
Sales Reporting
Reporting in sales management is important for many reasons. First of all, it is a great source for motivating sales managers, because awarding best managers without accurate and reliable sales reports is not objective.
Also, sales reports are made not only for internal use or top management. If other divisions’ compensation plan depends on final results, it’s needed to present results of sales department’s work to other departments.
Finally, sales reports are required for investors, partners and government, so your sales management system should have advanced reporting capabilities to satisfy needs of different target audiences and help sales force to be more effective and make more sales.


ref: Leadorganizer and Lead Management Software, wikipedia

Sales Tracking - Lead Organizer and Lead Management Software

Sales Management we are talking here, we talked about Sales Planning in last post. We already talk Lead organizer, lead management, lead distribution etc. in old post.

We talk on Sales Planning in last post , today we are going to talk Sales Tracking

Sales Tracking
Sales tracking is an integral part of sales management. Without tracking sales tasks it is hard to find out if everything goes right and estimated intermediate results are achieved in time and in the limits of expected resources. If anything is out of expected range, you can analyze the details, talk to a sales manager responsible for this task and take corrective actions.

Software used for sales tracking should allow sales team leaders to control sales tasks completion by using reminders and notifications, highlighting overdue tasks, analyzing task history, etc.

If your sales task management system is really great and duly implemented, you are informed about all details of your company’s sales process in real time and know who does what, when, and how.

ref: Lead Management & Lead organizer Software, wikipedia

Sales Planning - Lead Organizer Software

Sales Management we are talking here, we talked about Sales Planning in last post. We already talk Lead organizer, lead management, lead distribution etc. in old post.


Today we continue our talk on Sales Planning.

After setting sales goals, salespersons’ activities should be planned by regions, clients, channels, managers, products etc. Sales team leader or sales department head should choose volume and operational metrics to evaluate sales managers' effectiveness and to motivate them from achieved result.

While planning it is important to consider market potential and structure, company's strength and weaks, customer relations history, etc. that's why sales planning software must be able to store all sales-related information and allow a flexible searching, filtering, grouping and showing statistics (i.e. flexible customer, task and order forms, calculated fields, tables, schedules and charts).

It is a good practice to let sales managers describe how he or she will execute assigned sales tasks to check his or her motivation to get things done. So the software for sales planning should allow breaking a task down into to do items with possibility to set such parameters as time, resources and measured results. It enables tracking intermediate and final results, sales force effectiveness and sales plans accomplishment.

ref: Lead Management & Lead organizer Software, wikipedia

Lead Filtering and Assessment - Leadorganizer & Lead Management Software

Leadorganizer and Lead Management software, we talk different components of lead flow process like Marketing & Sales Operations ,Communications and Analytics, Lead Distribution and Lead Acquisition. To continue with our talk on lead flow process, we talk today about Lead Filtering and Assessment.

Lead Filtering and Assessment
Most lead management systems will have some intelligent methodology for filtering and assessing lead data into useful categorizations. There are a myriad of ways to accomplish this process and some of them may be specific to industries.

The following is a suggested list of possible functions:

• Data verification (i.e., telephone numbers, zip codes, address scrubbing)
• Fraud screening
• Data appending (e.g., appending third-party data such as credit, preferences, purchase history)
• Grading
• Prioritization

We talk on each of the above functions or part of Lead Filtering in our next post.

ref: Lead Filtering, Leadorganizer software, wikipedia

Lead Acquisition - Leadorganizer and Lead Management Software

Leadorganizer and Lead Management software, we talk different components of lead flow process like Marketing & Sales Operations ,Communications and Analytics and Lead Distribution. Today we are going to talk about Lead Acquisition.

Lead Acquisition
The lead acquisition functionality should allow for the simple and efficient acquisition of lead data into the lead management system. The acquisition functions must be able to support a variety of marketing channels and methods of capturing data. Some examples include:

Electronic Data Transfer
This acquisition function may include the transfer of discrete lead data via technologies like name-value pairs, XML, RSS. These technologies can be used in conjunction with an organization's own website or third party lead provider.

Batch Imports
This acquisition function may include imports of multiple leads' data via technologies like Microsoft Excel, CSV, or other formatted batch data values. These technologies can be used to acquire leads that have been stored in other systems, assembled from lists, or other volume sources.

Quick Apply Web Forms
This acquisition function may include Web landing pages or sales interfaces. This technology can be used to acquire discrete lead data via manual input into an application-type form.

ref: lead acquisition software, wikipedia

Lead Distribution - Lead Management Architecture

Leadorganizer and Lead Management software , we talk about linear lead flow process in our first post and in second post we talk about Lead Generation and Lead Acquisition and Distribution as lead managment software. To continue our talk about leadorganizer and lead management software with reference to our lead flow, we talk about Marketing & Sales Operations and also Communications and Analytics as important part of leadorganizer and lead management flow.

Today we are going to talk about Lead Distribution as part of leadorganizer and lead management software architecture or lead flow.

Lead Distribution

As larger vendors work with partner organizations such as distributors (see distribution (business)), resellers, brokers and other channel partners, those vendors often distribute leads to their respective partners to provide a local contact to those prospects and also 'feed' partners with new business opportunities. Today there are two major methods for distributing sales leads to partners: Push or Pull.


PUSH The push method sends leads to specific partners assuming that those partners will follow up and work on those leads. The challenge with 'push' is the fact that oftentimes the local sales people may not be able to react immediately for various reasons: not available, busy, on vacation... Many large vendors report disappointment when asked about their lead follow-up rate through partners after the leads where pushed out to those partners.

Pull The pull method was invented and patented by a German Engineer, Axel Schultze, who was frustrated with the lead follow up results of the push method and decided to let the available and motivated sales people 'pull' leads from an online available system. Patent was granted by the US Patent Office in May 2006. http://patft.uspto.gov/netacgi/nph-Parser?Sect1=PTO2&Sect2=HITOFF&p=1&u=%2Fnetahtml%2FPTO%2Fsearch-adv.htm&r=1&f=G&l=50&d=PALL&S1=09514997&OS=09514997&RS=09514997

The pull method became widely accepted in the high tech industry where thousands of resellers from companies including Avaya, Nortel, Juniper and others distributed leads that way. The PULL Method became superior over the PUSH method, and lead closure rates grew on average by 300% as white papers from BlueRoads indicate.


Ref: Lead Distribution Software, wikipedia

Communications and Analytics - Lead Management Architecture

Leadorganizer and Lead Management software talk, we talk about linear lead flow process in our first post and in second talk we talk about Lead Generation and Lead Acquisition and Distribution as lead managment software. To continue our talk about leadorganizer and lead management software with reference to our lead flow. We talk about Marketing & Sales Operations in last past. Here we talk about Communications and Analytics as important part of leadorganizer and lead management flow.


Communications
Communications is the center piece of the lead management architecture. The communications functions should include the intelligent sourcing of call information for sales professionals to make telephone contact. This is obviously fundamental; however, more subtle, but equally important is the ability to maintain ongoing nurturing communications that cultivate a lead into a future sales. This cultivating architecture typically comes in the form of some type of email campaign architecture.


Analytics
The analytics architecture is probably the most critical piece of an effective lead management system. This portion of the architecture allows for the dynamic review and analysis of lead actions, marketing channels, and sales performance. Information that can assist in the business decisions that improve production and ROI.


ref: leadorganizer and lead management software, wikipidia

Lead Management Architecture

Leadorganizer and Lead Management software talk, we talk about linear lead flow process in our first post and in second talk we talk about Lead Generation and Lead Acquisition and Distribution as lead managment software.

Today we continue our talk about leadorganizer and lead management software with reference to our lead flow. we talk about Marketing & Sales Operations.

Ultimately the customer of any leadorganizer or lead management system or methodology is the marketing and sales operations. It is the connectivity and accountability between those two operational units. It is also the connectivity that enhances the effectiveness of both operations.


The architectural relationship is much akin to the order carousel in a short order diner. This carousel is the communication and accountability between the waiter and the cook. Without this simple coordination orders would be lost, prepared incorrectly, or prepared in random order missing the expectations of the customer.


This analogy is very relevant to the architectural foundation creating efficiency and accountability between marketing and sales activities. If implemented correctly, the lead management system will complete a loop from lead generation, to prioritization, to distribution, to final disposition, and back to re-calibrate lead generation.


For marketing, this portion of the architecture primarily manages the analytics of the lead generation, distribution, and disposition. For sales, the architecture provides the means to receive leads and account for the actions taken on them throughout the sales process.



ref: wikipidia , lead managem software

Leadorganizer-Lead Management Software-2

Leadorganizer and Lead Management we understand in our last talk. Today we talk about Lead Management Architecture.A Lead Management Architecture is consist of following things.

Lead Generation

Generating a lead, or lead generation can relate to a myriad of marketing technologies and methodologies. However, from an architectural perspective it is simply the ability to attract the interest of a consumer and capture sufficient data to understand the consumer's inquiry and contact that consumer regarding the inquiry.

Lead Acquisition and Distribution

This is arguably one of the most critical functions in the lead management architecture. Its importance is linked to the relevance and responsiveness of the customer experience. A consumer generally uses the Internet and makes Internet inquiries for products and services out of a desire for convenience and efficiency of their time. Consequently, they expect a response and timeliness of the response. If the acquisition and distribution is not effective the consumer will experience neither.

The lead acquisition architecture generally consist of a web form to collect consumer data, a database to either temporarily or persistently store that collected information for subsequent distribution.


The distribution architecture can vary in complex depending upon the objective of the lead generation. Generation for the purpose of selling the inquiry would typically include a methodology for selecting one or more buyers and then transmitting the lead via a variety of potential means, like: XML, named-value pairs, fax, email, telephone. In the case of leads generated for an organization's own use it may simply consist of a web page to render the contents of the leads database or a simple email action from the Web form itself.

The Lead distribution Automatically route or distribute leads to the right agent in your team based on a set of configurable assignment rules such geography, health information, product interest, revenue potential, and others. This will help sales team to get qualified leads and reduce manual assignment.

Leadorganizer, Lead Management and Lead Management Architecture, we talk on this more in next post.

ref: Leadorganizer, wikipedia

Leadorganizer-Lead Management Software-1

Leadorganizer as Lead Management Software we have to talk here. Before we go to Leadorganizer.net as Lead management software, let us understand what is Lead Management first. I found follow notes at wikipedia.org.

Lead management creates an orderly architecture for managing large volumes of customer inquiries, or leads. The architecture must be able to organize numerous leads, at various stages of a sales process, across a distributed sales force. In order to understand this process it is helpful to examine a simplified linear lead flow process, such as the following:

• Advertising
• Customer inquiry
• Inquiry captured
• Inquiry filtered
• Lead graded
• Lead distribution
• Sales contact
• Lead nurturing or retention
• Sales result
  

The lead flow process can become enormously complex as customers and sales professionals begin to interact. These various interactions and subsequent actions can create a variety of scenarios, both productive and counter-productive. This exponential number of scenarios can provide for numerous opportunities to mishandle leads in such a way as to reduce their value. Managing these scenarios is the function of lead management.