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Introduction Lessons learned from successful sites Facebook, are now being applied to a new generation of business applications. These new ways of working might seem a bit strange at first, but many have realized, it's a more natural and enjoyable way to get work done.
Technology doesn't have to be annoying and expensive. Bringing your team online frees them from the restrictions the old computer programs imposed. Our product, Solve360 is at the forefront of this agile and simple way of working, and I'd love to show you how it works.
Lets start by dividing everything going on in your business into three sections: 1) the people you work with like leads, prospects, clients, subscribers and suppliers, 2) the projects or things you team is working on to service and support those people, and 3) the stream of daily tasks and promises your team needs complete every day to "get things done" and keep the business running smoothly.
Okay, next instead of putting information related to those important people and projects in folders, spreadsheets, calendars and other applications scattered across everyone's computers, lets put everything we know about a person or project on a smart web page - essentially creating a simple story about what is known, what has happened and what needs to happen next and of course who is going to do it.
That sums up our product, Solve360. It's like having a clever white-board in your office for each client and project where your team can share task lists, notes, email correspondence, documents and where staff and clients can share comments to keep the flow of work and ideas moving along quickly. In Solve360 these three areas are presented as neatly integrated windows we call Contacts, Project Blogs and Activities.
Contact Management / CRM The Contacts’ window supports your team in managing their dealings and history with people. Create a contact page for each of your leads, prospects, clients and suppliers, then as you work with them add tags to group the pages into useful lists and link notes and email messages about you conversation - what you've planned or promised.
With Contacts you quickly make sense of it all to streamline your sales and support processes, and when that phone rings you have everything your company knows about the caller right in-front of you. You’ll be amazed how easy it is for your team to share information, stay on top of your opportunities, and be informed.
Project Management Project Blogs is where you pull information together and team-up with staff, contractors and customers to manage important transactions, projects, anything else you're business is working on.
As you guessed these aren't blogs in the traditional sense, think of them as those white-boards I mentioned, where everything known about a particular project is at-a-glance - framing everything on a single web page so it's easy to understand and work with.
Project Blogs help you keep a story about a project intuitive and helpful by adding virtually any type of information to your page, including task-lists, notes, events, photo collections, Google Documents, computer files, Internet sites and much more.
It's a simple feature that helps managers plan and communicate a specific initiative, organize the entire work process, and keep people co-working on one or more projects coordinated.
With all the project information in one place, Solve360 acts as a central hub keeping everyone informed and synced-up and making information available where and when it's needed the most - web, iPhone, project web-pages, RSS feeds and calendar syncing ... it's all there.
Calendar, Timeline - Gantt Chart, Next Actions The Activities window neatly pulls together all the milestones, tasks and events across all of your contact and blog pages in a single view, so your team knows what has happened and what needs to be done, so nothing can be overlooked. It's the first thing you look at in the morning to get a sense of your day - what needs to get done and where do people need to be. It's essentially a queue of everything that need to get done across your entire business, where you can quickly assess workloads and move things around in real-time to maintain momentum as priorities inevitably change.
An Example of How Everything Works Together Imagine you're in Donna's shoes. The owner of an agency employing eight people. A customer calls but you don't know who they are. In fact, the sales person handling the account recently left; most likely starting to call on her old clients, YOUR clients! You're in the s***s. Having thousands of contacts and dozens of clients you scramble around the office, scanning network folders, spreadsheets and documents hoping to find enough info to figure the account out before the client calls back (you think to yourself, "if I only had access to her notebook ..."). A member of your team interrupts to say, they actually have the client's project profile online and they just emailed you a link.
Fortunately, a couple of your employees have been testing a new service from Norada and recently imported all the contacts from your sales staff and organized project blogs to service every active client. You respond, "What?!" and turn to your computer.
There in your email, there is a link to solve360.com. You log in and see a project blog for the client your previous salesperson just dropped, John English is a home developer in Calgary. In front of you is a history of previous work, key contacts in the company, all prior email correspondence and the reason the president was calling. He was expecting your firm to submit a marketing proposal for their new development. It looks like you have all the info about the project but the salesperson has done nothing with it.
Looking closer you notice the project is related-to Mike, and it appears he's been exchanging comments with the client regarding the photos and budget. You click on Mike's name and see all the projects and clients he's working with. Mike is a young and enthusiastic employee you hired about 6 months ago. He is currently on site with another client but you send him a quick email about the situation with this account. He responds back saying he knows the customer well and helped scope out the project a few weeks ago. He tells you to click on the Google Document called "Longview" and look at task-list below it. These were the things he and the previous salesperson were working on and what we agreed to do for Mr. English. One of those tasks is to send out an introduction to Realtors involved in Mr. English's last project. Your open the integrated contact manager and filter by the clients project tags and bam there's the list you need. Quick instructions to your assistant to start calling the list, then a call to ensure the client he's in good hands.
You sit back and take note then it dawns on you "A neat workspace to organize our projects with a centralized contact database and simple Web 2.0 tools to help organize everything". Kindof like a "Facebook for our business", keeping everything related to a client on a single web-page.
Hosted CRM and Project Management Made Easy and Inexpensive Solve360 is a versatile system to help with your team's everyday needs. It really only takes seconds to get started and your entire team will be working productivity in a matter of minutes. No credit card is required. You can't make a wrong choice, so click on the free account link in the top-right of the page and let’s get started…