Intelligent CRM: Improving Customer Relationships with AI

Posted by Ashley Lemus on Tue, Mar 21, 2017 @ 12:43 PM

By focusing on achieving a higher conversion rate, rather than getting more leads, an intelligent CRM can increase your sales without inflating your marketing budget.

  Intelligent CRM results in improved customer relationships-1.png

 

This happens as the AI platform behind your CRM makes it easy to build true one-on-one relationships with your potential customers.


What Results Can You Expect?


Not only will you experience the results every B2C marketer desires, but with an intelligent CRM, the processes are done for you.

 

This means three things:

1. Less time and money to get the same results.
2. Improvement of your conversion rate on current leads.
3. You can justify scaling your lead-generation efforts.

 

Normally, it would take an agency by your side to make this magic happen. Now, even small business owners have enough insights to make educated judgments.


How AI-Powered CRMs Boost Conversions

Gone are the days where marketers would try to read, sort and analyze their data in more effective ways. Today, intelligent CRM software options cut the guess work out by using AI superpowers to choose the most appropriate models. Now marketers are able to identify where leads drop off, as well as how each sales channel should by engaged. As a result, all your B2C marketing efforts can now go toward high-value conversion optimizations.

 


Responses and Response Timing

Response timing is everything when attempting to satisfy and sustain a customer base.

Sure you'd love to offer customers 24/7 support, but wouldn't it be even better for your models to execute in real-time? 


Imagine sending an automated, "Thank you!" email once a shipment arrives at a customer's house. What about upselling an accessory or reminding your customer of an abandoned shopping cart?

 


Personalized Recommendations to Sell Better


You pay for ads for your e-commerce store but what if you could give personalized recommendations based on individual user behavior?


This is the truest sense of one-on-one B2C marketing. It's what every professional sets out to achieve. With an AI customer relationship management system you can automate this processes, ultimately saving your SMB time and money.


Think about when you're on Facebook. The ads you see are often products you recently looked at. It's annoying when your kids catch hints of their Christmas gifts, but it can be a game-changer at the end of a B2C cycle.

 


Bring Big Changes, Without the Risks


Discover the differences caused by your marketing strategy changes so your organization can make adjustments accordingly. 


Small tweaks here and there should allow you to increase conversion rate will increases, hopefully resulting in more sales for your business. However, without an AI-powered CRM helping you, it's more of a guessing game as to how each set of leads will perform.

 

As an intelligent CRM software works dynamically with the rest of your ERP system the result is a more custom one-on-one B2C marketing model. Experience less drop off, a stronger conversation rate and a higher advertising ROI.

 

We would love to speak with you about how Klear Systems
and an efficient CRM can benefit your organization.

Give us a call at (949) 681-8135,
email us at info@klearsystems.com
or complete the form below and we’ll reach out to you.

  I Want to Learn More!

Tags: Customer Relationship Management, Acumatica Cloud-Based Solutions, Sage Software, Small Business

Webinar Alert: Accelerate Your eCommerce Success with a Modern Back Office

Posted by Ashley Lemus on Mon, Feb 27, 2017 @ 04:52 PM
If you’ve started to recognize that your customer service and therefore your business may be suffering due to your outdated back-office system, it’s time to upgrade.
 

accelerate-your-ecommerce-success-with-modern-back-office-webinar

 

Shouldn't it be all about your customers? Your eCommerce business is essentially about the people who purchase your product. Sometimes, having customers just isn't enough. They need to be happy, satisfied, and repeat customers who also spread the word about your products, your service, and their experience with both.

 

You’re invited to attend Acumatica's webinar about how to upgrade to an all-encompassing eCommerce ERP solution:

 

Date: February 28, 2017

Time: 10:00 - 10:30 PST

 

The webinar will teach you how to:

  • Reduce stock-outs and back orders
  • Track inventory in real time
  • Speed up order processing and fulfillment
  • Keep customers happy by processing returns quickly
  • Run all the reports you need with a few clicks

 

Do you have a centralized location for all sales needs? Want to reduce shipping costs? Do your customers want easy returns and exchanges? All of this and more is possible through Acumatica Commerce Edition from a single dashboard.

 

See how Acutmatica customer, SHOEBACCA, uses Acumatica's complete eCommerce ERP solution with Magento and Kensium to integrate their sales channels and increase productivity.

 

 

Webinar Alert: Accelerate Your eCommerce Success with a Modern Back Office

Date: February 28, 2017

Time: 10:00 - 10:30 PST

 

 We would love to speak with you about how Klear Systems can benefit your organization.

Give us a call at (949) 681-8135,
email us at info@klearsystems.com
or complete the form below and we’ll reach out to you.
 
I Want to Learn More!
 

Tags: eCommerce, Acumatica Cloud-Based Solutions, Webinar

Acumatica Named an ERP Leader by Nucleus Research

Posted by Ashley Lemus on Tue, Feb 21, 2017 @ 01:21 PM

Have you heard? Acumatica was just named a "Leader" for Usability by Nucleus Research in their "ERP Technology Value Matrix" of 2016!

 

Nucleus Matrix.jpeg

 


Not familiar with Nucleus Research?

Nucleus Research is a case-based technology research firm that rates ERP solutions on two main factors:
  1. The usability of a vendor’s products
  2. How the functionality of the product directly benefits customers

These evaluations are made by examining the vendor's product in order to analyze how it works. Then they compare what they find to what other software competitor products are capable of.

 

This means all of their research is fact-based!

 

What does this mean for Acumatica?

“Being recognized as a leader in ERP value is a great honor and one we’ve worked hard to achieve. We’re also quite focused on ease-of-use for our customers, so it’s very affirming to see Acumatica ERP ranked highest in Usability”

- Jon Roskill, CEO of Acumatica

 

Being placed in the leader quadrant of Nucleus's ERP Technology Value Matrix is a huge milestone for Acumatica.  It shows they are keeping up with competition, while reaffirming their value for their customers. It proves that when they choose to implement Acumatica they aren’t settling for a second best, they are choosing a top-rated ERP solution that even their most "technologically challenged" employees can adopt with ease.

 

 To read what nucleus had to say about Acumatica, download the whitepaper.

 

 We would love to speak with you about how Acumatica can benefit your organization.

Give us a call at (949) 681-8135,
email us at info@klearsystems.com
or complete the form below and we’ll reach out to you.

  I Want to Learn More!

 

Tags: Acumatica Cloud-Based Solutions, Enterprise Resource Planning

Acumatica - SurveyMonkey Integration: An Open-Source Extension!

Posted by Kimberly Tucker on Thu, Feb 16, 2017 @ 01:47 PM

Customer Satisfaction Surveys - Why use them? 

Like most people, you would probably agree that a strong support team plays a crucial role in keeping customers satisfied.

 

Acumatica SurveyMonkey Integration.jpg

However, no matter what methods you use to measure the strength of your own company’s support team, wouldn’t you also agree that the most important feedback comes from the customers they’ve helped?

 

So, how can a customer tell you about their experience with your support team after a case is closed?

While it’s nice to receive an email from a satisfied client saying, “Thanks, it works now,” it’s impossible to convert such a sentiment into cold, hard metrics.

 

That's where feedback surveys come in! They are such a great solution to this.  These surveys allow you to follow up on a customer's support case by asking the contact to fill out a survey, providing you with a summary of their experience that is both detailed and measurable.

 

The project allows you to do the following:

  • View a list of customers with recently closed support cases
  • Email links to your support feedback survey
  • Retrieve completed survey responses
  • View and edit your customers’ responses, right inside the support case screen

 

Enhance your Already-Robust CRM with This Extension

One of Acumatica's CRM strengths has always been its flexibility.  If you have a business requirement that isn't already supported, there’s a good chance you’re only one small customization project away from bringing in that functionality.

The SurveyMonkey extension was initially built for the Acumatica team's own use, but they found this new functionality so useful that they wanted to offer it to their clients as well.  

 

Why Make It Open-Source?

Allowing this customization project to be open-source gives users the ability to change it to their specific business requirements.  No longer will you be stuck to pick between multiple choice, a rating scale, or a comment box.  With access to the source code you'll be able to extend your solution to handle as many new question types as needed.

 

Setting Up the Extension

Bringing feedback surveys to your Acumatica ERP site is as easy as completing four steps:

• Create a SurveyMonkey survey and app
• Install our SurveyMonkey customization project
• Create an email template that will be used to send feedback survey links to your clients
• Configure the survey settings using the new “Case Preferences” tab on the Customer Management Preferences screen

 

 

Want to learn more about this sweet integration? 

 

Give us a call at (949) 681-8135,
email us at info@klearsystems.com
or complete the form below and we’ll reach out to you.

I Want to Learn More!

 

Tags: Acumatica Cloud-Based Solutions, product enhancements

Webinar Alert: Automate Your Accounts Payable Process in the Cloud

Posted by Ashley Lemus on Wed, Feb 08, 2017 @ 02:28 PM

Are you still using a paper based AP process?  One of the many steps to growing your business is migrating to paperless processes -- payables included!

Avidxchange AP Automation.jpg

 

Join Acumatica as they partner with Avidxchange to provide a 45-minute webinar:

 
 
Date: Thursday, February 23rd!
Time: 11 AM PST
 

Avidxchange is an industry leader in accounts payable & payment automation for midsize businesses. Automation of your payables process reduces the paper in the AP process, eliminating the outdated, manual processes that make companies susceptible to fraud, late payments, missing invoices, and painful audits.

 

This webinar will include:

  • A simple recipe to become paper free in finance and boost your control
  • How to approve bills and payments from your smartphone
  • How to survive fast growth with the same staff

 

You won't want to miss this highly informational webinar outlining the future of accounts payable for Acumatica users:

 

Date: Thursday, February 23rd
Time: 11 AM PST

 

For more information, contact us or download the AvidXchange Accounts Payable
or AvidXchange Payment Automation PFD Spec Sheets.

I Want to Learn More!  

 

Tags: Acumatica Cloud-Based Solutions, Webinar, AP Automation

Webinar Alert: How to Automate the Entire Order Fulfillment Process

Posted by Ashley Lemus on Fri, Jan 20, 2017 @ 12:56 PM

 Looking to automate your order fulfillment process?

Acumatica Automate Sales Order Processing.png

 

 

Join Acumatica as they partner with American Payment Solutions, Scanco, and Starship to bring you an integrated streamlined order processing solution!

 

 

Save your spot!

Date: Tuesday, February 14, 2017
Time: 11:00 AM PT / 2:00 PM ET

 

This complimentary webinar will show you how to:

1. Get paid faster with Acumatica's integrated credit card processing

2. Reduce time in picking orders by automating Pick and Pack in Acumatica

3. Automate Shipping Processes in Acumatica - eliminate manual re-keying of data into carrier systems

 

You won't want to miss this complimentary webinar!

Date: Tuesday, February 14, 2017
Time: 11:00 AM PT / 2:00 PM ET

 

I Don't Want to Miss Out!

 

  

Tags: Acumatica Cloud-Based Solutions, Webinar

Last Chance for Acumatica Summit 2017 Early Bird Registration!

Posted by Ashley Lemus on Tue, Dec 06, 2016 @ 02:32 PM

 

Don't miss your chance to attend Summit at a discounted rate!  

Early bird pricing ends tomorrow -- Wednesday, December 7th.

 

  Acumatica Summit 2017 2.jpg

 

Attend for the full week or just for training at this years event, which promises to be a value-packed experience with 17 training courses available!

 

Be aware that training class sizes are extremely limited and available on a first-come, first served basis, so be sure to save your spot today!

 

Acumatica Summit 2017 3-1.jpg

 

Still not fully convinced you Acumatica Summit 2017 can benefit your SMB? Check out a couple of these highlights.

 

We would love to speak with you about how Acumatica and Klear Systems can benefit your organization.

Give us a call at (949) 681-8135,
email us at info@klearsystems.com
or complete the form below and we’ll reach out to you.

I Want to Learn More!

 

Tags: Cloud Business Management, Acumatica Cloud-Based Solutions, Enterprise Resource Planning, Small Business, Business Management

Acumatica Summit 2017 - Why Attend?

Posted by Ashley Lemus on Tue, Dec 06, 2016 @ 02:25 PM

Acumatica Summit 2017 is a premier invitation-only event where both partner and customer ecosystems gather to hear the latest about Acumatica’s products and solutions, get product certifications, and collaborate on accelerating success in the cloud.

Acumatica Summit 2017

 
Join the excitement, envision the future, and get ready to take your Acumatica business to the next level!

 

Acumatica Customer Track

A new and improved customer track, complete with tips and tricks, content by industry and product roadmap will be available the first couple of days.  During days 3-5 customers will be able to receive deep technical product training straight from the experts to maximize their investment and unleash the full power of the Acumatica platform by participating in various training sessions.

 

Highlights

  • Enjoy direct access to Acumatica’s leadership, product and engineering teams
  • Gain valuable insight into future product roadmaps
  • Customer stories and feedback gathered via customer-centric sessions
  • Get certified through instructor-led training sessions taught by Acumatica developers
  • Maximize your investment with Acumatica by engaging in hands-on technical training tracks
  • Expand your Acumatica solution portfolio by engaging with leading ISV providers
  • Network with hundreds of industry peers

 

We would love to speak with you about how Acumatica Summit 2017 can benefit your organization.

Give us a call at (949) 681-8135,
email us at info@klearsystems.com
or complete the form below and we’ll reach out to you.

I Want to Learn More!

 

Tags: Cloud Business Management, Acumatica Cloud-Based Solutions, Enterprise Resource Planning, Small Business, Business Management

Avalara Invites You to So Cal A-List Networking & Training Events 

Posted by Ashley Lemus on Mon, Oct 10, 2016 @ 04:37 PM

You're Invited!

 

Avalara-logo-with-tagline-full-color-resized-600.png

Avalara is offering some exciting Southern California A-list events this week,

and they want YOU to join them!

 

On Wednesday, October 12th, The Pelican Hill Resort will be hosting thousands of customers, partners, products specialists, and industry experts to discuss best practices, showcase new products, and provide training for users.  

 

A_List_Event.jpg

 

 

BUT WAIT, THERE'S MORE!

 

Avalara doesn't just have one, but two events, that they're inviting you to this week.

 

Avalara_-_The_Accountant.jpg

 

Join Avalara on Friday, October 14th at the luxurious iPic Theater for a VIP Movie Matinee viewing of The Accountant, an upcoming film by Warner Bros. starring Ben Affleck, at 2:30 PM.

 

Reservations to this private event are first-come, first-served, and space is limited so you definitely don't want to miss out!

 

Avalara is an authority on sales tax for both Sage 100 and Acumatica.

 

New to Avalara? We would love to speak with you about how both
Klear Systems and Avalara can benefit your organization. 
 
Give us a call at (949) 681-8135,
email us at info@klearsystems.com
or complete the form below and we’ll reach out to you.

I Want to Learn More!

 

Tags: Acumatica Cloud-Based Solutions, Sage Software, Avalara, Accounting & Finance

Acumatica Wins Silver at Seattle Business Magazine’s Washington 2016 Tech Impact Awards

Posted by Ashley Lemus on Tue, Sep 27, 2016 @ 01:02 PM

The winners of Seattle Business magazine's 2016 Tech Impact Awards were announced Wednesday, September 21st -- and we're pretty thrilled!

2016 Tech Impact Awards

 

That's because we're partnered with the magazine's 'Software as a Service' (SaaS) Company of the Year Silver medalist, Acumatica!

Acumatica is a leading global provider of flexible, easily-deployed cloud-based business management software for small- to mid-sized businesses, including Enterprise Resource Planning (ERP) software, to help accelerate their business including a suite of fully integrated business management applications, such as Financials, Distribution, CRM, and Project Accounting.

 

“Being recognized as one of the top local SaaS companies in the Seattle-area is a great honor . . . At Acumatica, we strive to meet companies’ evolving needs with flexible, easily-deployed and feature-rich business management software. Receiving this award amidst dozens of other first-rate entries is great validation and underscores our commitment to offering the world’s best cloud and mobile technology.”

- Jon Roskill, CEO of Acumatica          

 

Acumatica wins silver in 'SaaS' Company of the Year

 

Seattle Business magazine’s Washington 2016 Tech Impact Awards were announced at an annual dinner on Wednesday, September 21st, where top companies in the technology space were recognized. The SaaS category finalists specialize in subscription-based, on-demand software. Acumatica won their place on the list with their doubled customer count to 2,000 in the past 18 months and a triple-digit revenue growth within the last year.

 

Seattle Busines Magazine Tech Impact Awards 2016

 

Want to learn more about Acumatica Cloud ERP?

We'd would love to speak with you about how a cloud-based business management solution can benefit your organization.

Give us a call at (949) 681-8135,
email us at info@klearsystems.com
or complete the form below and we’ll reach out to you.

I Want to Learn More!

Tags: Cloud Business Management, Acumatica Cloud-Based Solutions, Enterprise Resource Planning