Key components of Multi case management include:
Diary - A comprehensive, graphical and easy to use diary allowing staff and management to share appointment information. Each member of staff and each client have a diary which can be viewed by authorized staff (management being able to view group diaries). Manager of Vertical blinds and roller Shades Company, who are dealing with online faux wood blinds selling, say that all their employees always have a Diary on their desk. Their day start with opening of diary and end with closing of diary.
To-Do Lists, Task-Lists and Prompts - Staff are automatically prompted to act on designated diary incidents such as new client referred, review required, risk highlighted, client drug tested, client released, etc. Most of these tasks appear in staff to-do lists and/or case managers to-do lists. Staffs are also alerted when their presence is requested at a case or client meeting. Owner of Instant life insurance rates providing company says that to do list is compulsory for each of their agents who are providing Instant Life Insurance rates online.
Client Database - Multi case management includes a powerful and scaleable database, but which gives staff a very simple browser-based view of the client. This view allows authorized staff to drill down into any aspect of the client. It also enables the staff member to record any contact with the client such as substances used, risks assessed, follow up meetings arranged, objectives set etc., and capture subsequent outcomes. Another businessman says they are using CRM Software and Sales Force Automation software which helps them to keep their client database updated.
In our next post we will discuss some more components of the multi case management.
Showing posts with label SFA. Show all posts
Showing posts with label SFA. Show all posts
Friday, January 9, 2009
Monday, February 4, 2008
Marketing Management - Meaning
Marketing Management we are talking here. We talked Marketing Operation Management, Marketing Resource Management. Marketing Management is directly related with SFA and agency management system. Today we continue our talk on marketing management.
Noted marketing expert Regis McKenna expressed a similar viewpoint in his influential 1991 Harvard Business Review article "Marketing is Everything." McKenna argued that because marketing management encompasses all factors that influence a company's ability to deliver value to customers; it must be "all-pervasive, part of everyone's job description, from the receptionists to the Board of Directors."
This view is also consistent with the perspective of management guru Peter Drucker, who wrote: "Because the purpose of business is to create a customer, the business enterprise has two--and only these two--basic functions: marketing and innovation. Marketing and innovation produce results; all the rest are costs. Marketing is the distinguishing, unique function of the business."
But because many businesses operate with a much more limited definition of marketing, such statements can appear controversial or even ludicrous to some business executives. This is especially true in those companies where the marketing department is responsible for little more than developing sales brochures and executing advertising campaigns.
Noted marketing expert Regis McKenna expressed a similar viewpoint in his influential 1991 Harvard Business Review article "Marketing is Everything." McKenna argued that because marketing management encompasses all factors that influence a company's ability to deliver value to customers; it must be "all-pervasive, part of everyone's job description, from the receptionists to the Board of Directors."
This view is also consistent with the perspective of management guru Peter Drucker, who wrote: "Because the purpose of business is to create a customer, the business enterprise has two--and only these two--basic functions: marketing and innovation. Marketing and innovation produce results; all the rest are costs. Marketing is the distinguishing, unique function of the business."
But because many businesses operate with a much more limited definition of marketing, such statements can appear controversial or even ludicrous to some business executives. This is especially true in those companies where the marketing department is responsible for little more than developing sales brochures and executing advertising campaigns.
ref: wikipedia, agency management system, insurance marketing management
Tuesday, December 25, 2007
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
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
Saturday, December 15, 2007
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.
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.
Tuesday, November 13, 2007
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.
Monday, October 1, 2007
Lead Management, CRM and SFA software-Leadorganizer
Webbase Lead Management, crm(customer relationship management), sfa (sales force automation) software for insurance professionals in the US market-Leadorganizer
LeadOrganizer.net-Life - A crm and lead management product for life insurance professionals. This application, designed with the life insurance industry in mind, easily integrates personal contact management, Document management with Integrated data management . It has a unique display of all features on one screen for efficient and effective management.
This insurance specific crm, aimed at small to medium sized businesses with 1-30 crm users, expected to challenge the leading US competitors in the crm market on the strength of its celebrated easy-to-use functionality and affordability. It comes in two versions: the Personal Edition for individual users and Team Edition for multiple users (one administrator plus other users).
LeadOrganizer is an on-line customer relationship management (crm) application. While capturing and organizing leads on the web, it enables an organization to respond to its actual and potential customers to retain, gain, grow, enhance and improve relationships. Multiple communication channels like e-mail, live chat, fax, phone calls and different marketing tools integrated to create efficient sales force automation application. The agent can manage documents virtually, storing and retrieving them at his convenience. The agent can backup or export and import the contact database from any resource for lead management and marketing.
Insurance agents, who are already using some type of management system, be it on paper or on software application will find migration to LeadOrganizer crm, very easy and beneficial. Getting the right data in the right place at the right time has proven challenging for many agents running their business without a lead management software.
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