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

3 CRM Mistakes To Avoid For A More Productive 2017

Posted by Ashley Lemus on Thu, Feb 02, 2017 @ 12:52 PM

With the first month of 2017 down we're wondering how productive the new year seems to be for your SMB.

Have you been utilizing your organizations CRM to the best of its ability?

 CRM Mistakes to Avoid.jpg
 

An effective customer relationship management (CRM) software is essential for every budding enterprise.  Not only does it allow you to manage and analyze customer interactions but it also improve those relationships with your customers, creating a higher customer retention rate.
 
 
So, how might you improve the use of your CRM?  Here are 3 mistakes to stop making in order to produce a more productive 2017:
 


1. Lack of Social Media Integration

While the occasional customer will still interact with companies through email and phone, the use of social media to communicate with businesses is growing.

That's where a CRM comes in handy!  This software will allow you to keep track of what's being said on your companies social media sites, allowing for quicker response times and a stronger customer relationship.

 

2. Not Picking a Scalable Solution

You'd be surprised at how many organizations purchase a CRM solution that won't scale up with their company.  This is one the biggest errors made with CRM!

More often than not a CRM solution is purchased with the present in mind, rather than the future. This means there is a high likelihood that software may not be able to handle whatever information and tasks are necessary in the future, resulting in another software purchase.

 


3. Importing Bad Data

It's important to import data with any software implementation.  But do you know which data is most important to your organization?  Be sure to filter out the incomplete or incorrect information before importing into your new system.

Afterall, the whole point of CRM is to improve your customer experience and not having accurate information will greatly influence your ability to do just that.



Utilizing your CRM to its fullest potential will certainly allow your SMB to excel in the coming year. Focus on avoiding these 3 mistakes and you're sure to have a very productive 2017!

 
 
 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: Customer Relationship Management, Small Business, Business Management

5 Signs Your Business is Ready to Grow

Posted by Ashley Lemus on Tue, Jan 24, 2017 @ 04:38 PM

Like many business owners you probably have a goal of growing your business in the new year.

 5 Signs Your Business is Ready to Grow.jpg

 

But do you know which signs actually point towards growth? 

 

Here are a few signs you're starting to outgrow your current software:

1. Everything takes too much time.

2. Everyone has poor visibility into the business.

  • The right metrics aren't tracked.
  • Data provided can't be trusted.
  • Forecasting isn't available, so it's harder to plan for the future.

3. Everyone has a different version of the truth.

  • Data can't be shared or accessed by the right people.
  • Collaboration doesn't exist or is more difficult than it should be.
  • Everyone takes longer to make decisions because they have different data.

4. No one has enough time to grow the business.

  • It's more difficult to attract and retain talent.
  • Time is spent on basic things instead of improvements and upgrades.
  • Everyone has a workaround instead of focusing on streamlining the business.

5. The business is poorly equipped for business expansion.

  • It's difficult to consolidate financial information, especially for more than one site.
  • Setting up new products and services is cumbersome.

 

 

So, what you can do?

1. Understand your organizations core needs.

  • Identify the metrics you need.
  • Think which systems you need to connect--accounting, inventory, HR and payroll, sales, marketing, and payments.
  • Get a business partner you can trust.

2. Stop doing business as usual.

  • Eliminate unnecessary tasks. If the data from reports aren't valuable, don't do the reports.
  • Delegate so you can make time to grow the business.
  • Set up incentives for quality to help your team reduce errors.

3. Don't tackle everything at once.

  • Do what's within your budget. Ideas to save money: subscriptions and software with add-on capability.
  • Prioritize. Handle your biggest challenge and then move onto the next priority.

 

 

Notice a couple signs that show you're ready to grow your small business? 

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: Small Business, Helpful Tips

Webinar Alert: 5 Reasons Every High Growth Company Stumbles with Sales Tax

Posted by Ashley Lemus on Mon, Jan 16, 2017 @ 04:42 PM

5 Reasons High Growth Companies Stumble with Sales Tax-1.jpg

 

Is your SMB growing at a high rate but experiencing some difficulties with sales tax?

 

Register now to learn 5 Reasons Every

High Growth Company Stumbles with Sales Tax

Date: Tuesday, Jan. 17
Time: 2:00 PM ET / 11:00 AM PT

Managing sales tax is definitely a challenge many organizations encounter when it comes to growing their business.  That's why it's an important activity to keep on your company's radar.

Join Avalara, an industry leader in Sales Tax preparation, presents the Growth, Change, and Sales Tax webinar as they teach you how to manage sales tax as a growing company should, with minimal effort and complete accuracy.  

 

Gain insight into:
  • 5 activities that put growing companies in tax risk
  • Expert advice from a sales tax expert

 

You'll also be invited to participate in an interactive Q&A with the presenter, as well as receive a free recording and cheat sheet guide.

 

Busy on January 17? Register anyway and you'll still receive the recording—free of charge!

 

Register now

Date: Tuesday, Jan. 17
Time: 2:00 PM ET / 11:00 AM PT

 

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.

 

Tags: Avalara, Webinar, Small Business, Sales Tax

Five 2017 Goals for Your SMB to Start This January

Posted by Ashley Lemus on Fri, Jan 06, 2017 @ 05:00 PM

So, it's the start of a new year and you probably made a couple of New Year's Resolutions for yourself.  

 KS - 2017 Business Goals.jpg
 
 

But did you think of any goals you could set to help your small business thrive in 2017?

 
Here are 5 things you can start now to benefit your organization:
 
 
1. Start thinking long-term
 
Ever spend so much time thinking about and preparing for what has to be done tomorrow that you forget to stop and reflect on the wins and losses your business might have just experienced?
 
This year be sure to take some time to reflect your past year in order to make long-term plans for the year ahead.
 

2. Record and revisit short-term goals often

Short-term goals are just as important as long-term goals.  They allow you to break down your long-term goals, not only making them feel much more achievable but also helping you to focus on the most important goals you want to achieve and get everything else out of the way.

Try drawing out three columns (one month, three month, and six month goals) on the top half of the page.  On the bottom half of the page, write down what actions need to happen in order to achieve each goal as well as who is going to take responsibility for that action and by what date.

 

3. Budget, budget, budget

Do you know how much your SMB is spending on overhead? What about your profit margin? Do you sell goods that are subject to sales tax? Tools like Avalara and other BI software will help you effectively manage your organizations budget, which is key to the long-term health of your business.

 

4. Embrace being a life-long learner

Do you read business books to help develop yourself into a better leader? Do you spend more time asking questions rather than spewing out answers?  If not then you should highly consider it.  The most effective entrepreneurs have a coach who helps guide them through the good and the bad. So spend some time this year making a reading list and asking questions. You won't regret it.

 

5. Consider how you would like your business to impact the community

Legacy is something we all think about but spend little time considering how to create it.  Sure you want your business to be successful but have you thought about how you can improve your organization in order to better serve your clients, not just by services or products offered? Whether it’s your office, your home, your street, your community, or the world, what are you doing to leave it better than when you found it?  

Sage has developed a division known as Sage Foundation, which is focused on creating social and economic opportunity in the communities they operate within around the world.  So, research charities, social enterprises, and non-profit organizations your organization can partner with to help build a better future and in your local community.

 

These are 5 things are just some of the few every leader should do to have their best year yet. What other goals should be added for 2017 greatness?

  

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: Small Business, Helpful Tips, Business Management, Business Goals

How to Automate Sales Tax Compliance on Drop Shipments

Posted by Ashley Lemus on Wed, Dec 28, 2016 @ 04:31 PM

Webinar Wednesday: How to Automate Sales Tax Compliance on Drop Shipments

 

Join V-Technologies as they partner with Avalara to discuss how an integrated sales tax compliance and shipping solution saves time by reducing the risk of audits.

 

Complimentary Webinar

Wednesday, January 4, 2016

10 AM PT / 1 PM ET

 

You won't want to miss this complimentary webinar, where you will learn how to:

1. Automate sales tax compliance:

  • Sales tax and drop shipment complexities
  • When to apply sales tax in relation to vendors, third parties and customers
  • The rules of establishing nexus state to state
  • Who is reponsible for sales tax collection

 

2. Save time and money in shipping:

  • Rate quote during sales order entry
  • Automatically apply sales tax on drop shipment based on rules above
  • Eliminate manual re-keying of data into carrier systems
  • Custom emails to build your brand and increase recurring sales

 

 

 

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: Enterprise Resource Planning, Webinar, Small Business, Sales Tax

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

Why Even Startups Need An ERP In Place

Posted by Ashley Lemus on Wed, Oct 26, 2016 @ 04:22 PM

One very common misconception is that an ERP is only necessary for large and mid-sized businesses.

 

Reason why business management solutions will help your startup

 

Generally, the thinking goes that the expense of this technology is prohibitive and the features are unnecessary.

 

However, in reality an enterprise resource planning (ERP) solution is both an accessible and necessary tool for small businesses, as well as startups. Here’s why:

 

Jump Start Productivity

Being productive is essential for any new business. This is simply because being productive usually equals being profitable.  An ERP streamlines operations, introduces efficiencies, and alleviates friction in a way that has a direct impact on the bottom line. Every business has an incentive to accomplish as much as possible as early as possible.

Streamline Intelligence

Hopefully, if you're doing it right, your startup is living in a perpetual state of growth. During this fast-paced evolution, it’s essential for all parties to have access to all information at all times. In the absence of an ERP it is easy for this data to get lost or just buried in departments that might not be available to everyone. Breaking down those silos and making data universally accessible eliminates the kinds of confusions and conflicts that limit a startup’s growth potential.

Facilitate Collaboration

It is imperative for all startups to leverage the full potential of their staff. With an efficient ERP in place, everyone on the team can freely share, access, and update the most current information possible, creating a number of opportunities for collaboration. This would naturally empower any small business to do more with less.

Lower Costs

Startups can’t afford to waste money. Paying for multiple applications, as well as the costs of data management, is exactly the kind of waste these small to medium-sized businesses are trying to avoid. An ERP accounting tool is a single product with a single licensing cost that streamlines and automates the kinds of tasks that distract staff from revenue-generating opportunities. The upfront cost of an ERP system might seem significant, but the long-term savings are far more significant.

Generate Business Insights

Small businesses have to put up a mighty effort to gain market share and competitive advantages. For that reason, careful, reasoned, effective strategizing is essential. Without having access to all relevant data - that is optimized with smart features for analyzing and forecasting - in one place, this would be nearly impossible. An enterprise resouce planning software provides exactly the kinds of tools startups need to make their mark.

Craft Culture

Company culture is especially important in the small setting of a startup. Just because ERP is a tech tool doesn't mean it won't have a powerful impact on how your team interacts with one another and defines their individual roles within the company. Enabling everyone to share information and contribute to projects, fosters an open, positive, and innovative culture that is sure to pay dividends down the road.

  

If the cost or complication of implementing an ERP still seems prohibitive, consider the variety of ERP options on the market. There are a number of products available that will fit into your budget, conform to your workflows and business objectives, and minimize your IT burden. Don’t write off the exciting potential of an ERP before first investigating the full range of options available to your startup.

 

 

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: Enterprise Resource Planning, Small Business, Startups

Is It Time For A New BI/Analytics System?

Posted by Ashley Lemus on Fri, Oct 21, 2016 @ 04:37 PM

 

Is your organization in desperate need of replacing old, manual Business Intelligence (BI) tools?  Maybe it is and you just don't know it yet. 

 

business-intelligence-solutions.jpg

 

BI translates to technology-driven processes for analyzing data and presenting information that will help companies improve the decision making processes at all levels of management.  An outdated BI system will show several warning signs such as wasting time, harming decision-making, and keeping organizations from taking advantage of their data.

 

While your SMB may be an expert at collecting data, a powerful BI will help you to analyze the data you've collected into actionable information, allowing the decision makers the opportunity to identify trends and issues in order to fine-tune operations to meet business goals.

 

Here are 4 signs it's time to update your BI/Analytics system:

 

1) You're still using spreadsheets

If your enterprise is growing rapidly and still relying on spreadsheets, it's time to consider updating your BI system.  In a growing business, you will need a system that enables real-time data sharing and updating.  

 

2) You rely on reporting and planning tools for decision making

A key component of BI analytics: the tools. Depending on what your organization needs, basic tools such as reporting, planning, dashboards, and data warehousing can make all the difference. Reporting tools are vital to remaining competitive in your industry, making smart decisions while building the business and the brand, while financial reporting is such an important process that you should see what the best option is for your organization as well as what fits into your BI strategy.

 

3) You have Independent Software Vendors to streamline your processes

Data integration options, platform choices, and ease of use are things to consider when investing in a BI tool. Planning tools include budgeting and forecasting, and are offered by Independent Software Vendors (ISV) to streamline you organization’s planning processes and accelerate budgeting and forecasting.

 

4) You love dashboards

Dashboards are top proprieties in terms of software that executives are seeking. Why? Dashboards make consolidating information into digestible bits easy. With dashboards, you have access to graphs, charts, and scorecards that illustrate trajectories, victories, and challenges through key performance indicators (KPIs) and your information to effectively keep a project or the entire company on track.

 

Some software, such as the BI360 suite, offer a complete Excel and web-based suite, comprised of reporting and budgeting, and dashboards. These signs above may help you make a decision on whether or not you will be needing a new BI/analytics system. 

 

 

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: Small Business, Business Intelligence, Helpful Tips