The info@hand Customer Relationship Business Management Solutions (CRBM).

• Consolidate your business systems
• Safeguard your data
• Improve production efficiency
• Automate your processes
• Build customer loyalty
• Track your results in real time
• On site or in the Cloud options
  

 

Bundled with a Joomla! CMS customer portal for a complete Social CRM user engagement.

• Increased Sales Effectiveness: The most productive lead sources and sales staff are clearly identified on graphical charts.
• Greater Sales Reach: Use the email marketing capabilities to execute and measure new promotional campaigns.
• Reduced Administrative Costs: Information is only typed in once - CRM, product catalog, proposals, invoicing, customer service, project and resource management - all share the same data.
• Improved Efficiency: Everyone in the business knows right away where to find information, without wasting time looking for it.
• Happier Customers (and better customer retention!): Dealing with employees who now know more about them and what’s going on in their account.
• Better Management: Sales pipelines that are much better understood provide clear visibility of any business upturn or downturn well before it represents an opportunity or risk for the business.

Because info@hand is web based, all its benefits are available to every company employee (subject to access permissions you control) whether they are in the office, at home, or on the road.  info@hand supports both full-sized PC browsers, and handheld devices such as BlackBerry, Palm or Windows Mobile, and Internet security may be handled either via VPN, or SSL.

While many young companies are not yet ISO and quality oriented, the bottom line is that a high quality, customer oriented approach has proven to be a winner time after time. info@hand provides the necessary tools to start a young company on the right road. It also creates enormous gains in efficiency and organization in a more mature business.

Key Features -

• Order Management
• Project Management
• Customer Service
• Human Resources
• Email, News, and Calendar
• Reports & Dashboard
• Outlook Synchronization

Customer Relationship Management:

Info At Hand provides integrated management of corporate information on customer accounts and contacts, sales leads and opportunities, plus activities including calls, meetings, emails, notes and assigned tasks. Automatic email notifications may optionally be sent to advise users of new contacts, cases, or tasks assigned to them.

The process of selling goods and services to your customers comes down to a series of steps that look something like this:

• Acquiring and tracking leads;
• Qualifying them as real opportunities;
• Quantifying those opportunities, and setting an expected closing date for them;
• Aggregating all opportunities together into a sales pipeline to see the big picture; and
• Closing the opportunities as sales.

By having an automated system that remembers all your leads, can convert them into opportunities once qualified, can add them all up to show a sales pipeline, and can accumulate a history of account activities, your business gains three big improvements.

First - you can now see how business is shaping up over the next couple of months in a more tangible and quantifiable way than ever before. The sales pipeline is your distant early warning system - it shows you when business levels are falling off, or growing faster than anticipated. In a smaller business it is your best friend when it comes to business planning, giving you a more detailed and distant view into the future, helping you to make appropriate staffing and expenditure decisions.

Second - all your sales leads, opportunities, and account history are now formally recorded in a central system that the business owns. Your vulnerability to the sudden defection of sales personnel, is much reduced. If a sales person leaves the organization, you still have all the leads and opportunities the business paid to develop, and the account history needed to help a new sales person take over the account quickly and effectively.

Third -  the sales person on an account is not the only person in the organization with access to details of activity history. Accounting and service personnel who have direct customer contact can now base their decisions about grey-area judgment calls in the account on hard information from the account history.

Some of the key CRM capabilities of Info At Hand include:

Salesforce automation - including lead capture, and the promotion of leads to Opportunities; Opportunity tracking with sales stage and percentage likelihood; Sales pipeline tracking, with graphical charts that offer drill-down from the bar or segment of the chart to the data that underlies it; Definition of sales teams and territories, to manage information sharing, and track sales performance by territory; Sales forecasting, and comparison of forecasts to quotas and actuals, by team or by individual; Lead source analysis of sales and opportunities; Flexible reporting, to extract precisely the information you want to see; Corporate calendar management, for arranging calls and meetings; and Integrated Inbound and outbound Email, which is automatically added to account and contact history.

Email Marketing:

Marketing campaigns may be conducted, with email templates for automatically customized emails, management of prospect lists, and tracking of campaign click-through rates.

A prospect list for a campaign may be assembled from a mixture of prospects plus pre-existing contacts and leads. You can also import lists of prospects (in either Comma Separated Values (CSV) or Tab Separated Values (TSV) formats). Target lists may also be exported to MS Word for letter mail campaigns.

info@hand Finance (QuickBooks Synchronization Link) The integration of business data is a serious and long-standing issue for small and mid-size businesses (SMBs). Typically, an SMB buys a CRM, an operations management system specific to their business model, an accounting system, an invoicing system, and potentially a service management system. Add in their public web site, and a customer self-service portal, and the average SMB starts to feel like they are in the IT business, not their real business. For a business managed by multiple separate systems, the clerical effort and loss of data quality associated with trying to keep data in the multiple systems in sync is both costly and inefficient. Operating a business based on these 'islands of information' is not an option in today's challenging business climate. Yet trying to buy an integrated system that covers all these bases, matches the specifics of your business model, and is still affordable, if often an impossible task. And even when such a system can be found, migrating to a fully integrated system from today's multiple applications can be a difficult and risky process.

With info@hand, our approach is different. We created a Customer Relationship and Business Management System (CRBM) - a system with a CRM at the core, with integrated operations management, service management and order management features, plus integration with a customer portal and (optionally) the market-leading QuickBooks accounting system. We took this approach for several reasons, the three most important being:

• The lack of any real market need for yet another accounting system;
• The dominant QuickBooks market share in our customer segment (1-200 employees);
• An easier migration to info@hand from whatever the client is running today, when info@hand does not include an integrated accounting system. We believe that requiring a client to change both their front- and back-office systems at the same time with a NetSuite-like solution is unwise.

Link your key financial data within info@hand with a QuickBooks implementation.

Some key features include:

• info@hand Finance continually synchronizes Accounts, the Product Catalog (item list in QB), Invoice & Payment data, Opportunities (customer jobs in QB), currencies and taxes within info@hand with the QuickBooks Accounting system from Intuit Inc.;
• The synchronization is accomplished via the QuickBooks Web Connector (QBWC), at intervals controlled by QBWC. QBWC is free, and provides a SOAP-based web-services interface with which info@hand Finance communicates.
• info@hand Finance is compatible with info@hand 5.1, and later revisions;
• info@hand Finance is compatible with conventional QuickBooks software (2006 generation or later, Pro and higher versions). It does not currently support QuickBooks Online Edition (QBOE).

info@hand Finance is a separately-priced add-on for info@hand – with a one-time license fee and an annual support fee for On Premise deployment.