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February 25, 2019 04:29
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August 2, 2018 02:37
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White Label CRM For Your Business
If you want to have your own customer relationship management platform but don’t have the time, money, or the ability to set one up for yourself, Onsite CRM has the perfect solution for you. Use our “white label” CRM offering and brand our top-of-the-line CRM package as your own.
A white label lets you put your own name on the Onsite CRM platform and use it as you wish within your own company, or you can brand it as your own and sell it. Either way, if you’re looking for a customizable CRM platforms, you can’t do better than Onsite CRM.
Tracking Benefits of Onsite CRM
Onsite CRM is the premier customer relationship management platform that makes it easy to track and manage leads, customers, contacts, and more. Management and employees can take advantage of this powerful system to make sure that customers and clients are contacted when they need to be and no business is every lost due to follow-up or follow-through failures.
The system not only tracks customers you are currently working with but also lets you know who is due for a follow-up call. This feature can help you to generate up to 30% more business because you’re able to tell what your clients have purchased in the past and what type of maintenance pr updates they might need for what they have.
Powerful Vertical Integration
Onsite CRM packs a real punch across all industries because of the powerful vertical integration this platform provides. Not only can any business track and manage customers and contacts, but the platform also contains built-in forms for most standard industries and can be customized to meet the needs of any business, large or small.
Within the Onsite CRM platform you can choose from verticals including banking, legal firms, technical sales, solar systems, educational institutions, healthcare, real estate and more. Each vertical contains everything needed by industry professionals including specialized details, tracking, and forms. No more jumping from one system to another as you try to find the forms you need for your business. Onsite CRM has it all. This translates into a savings of time and money for you and your customers, whether you use a white label system to support one business or multiple industries.
When you choose to use Onsite CRM as your white label system, you get the benefit of all these forms plus the unexcelled power of this CRM platform with your own company name on it. You can brand and sell the system as your own, offering clients benefits they have wished for but couldn’t find before.
Minimal Training Requirements
You and your clients alike will appreciate the simple, intuitive usability of the Onsite CRM system. With white labeling, you get all the credit for providing a system that is easy to use and doesn’t require a lot of costly training time before employees can use it. Employers and employees alike appreciate how simple it is to use.
Drip Email Campaigns
When you use Onsite CRM as your white label system, you get the best email solution available. Onsite CRM has established a partnership with SMTP, a first-rate company with more than 10 years of success at delivering emails; they always make sure that every single email gets where it needs to go. The company is publicly traded and is the epitome of the standard that all other email delivery services strive for. Their delivery record is unmatched in the industry and emails sent via SMTP reach more in-boxes than any other service out there. This means you and your customers won’t be launching any more expensive campaigns only to have your emails end up flagged as SPAM – and believe it or not, this is exactly what happens to 22% of business emails even when clients have requested information.
Contact Onsite CRM now and take advantage of the ability to use this CRM as a white label system to boost your business. It doesn’t matter if you are dealing with one location or hundreds – this platform will work for you. Give it a try – you won’t regret it!
Article Resource - https://www.onsitecrm.com/blog/blog-white-label-crm
August 1, 2018 06:36
Fresh Look Cloud-Based Healthcare CRM
You know that customers are the life-blood of your healthcare business, and efficient handling of your customers’ needs is essential for giving patients the proper care and for ensuring that their insurance companies are billed correctly and in a timely manner. Keeping in touch with customers for appointments and staying on top of your customer’s needs are also essential aspects of managing your healthcare business. The most effective way to handle all of this is with a customer relationship management system, and the best system on the market is Onsite CRM.
Onsite CRM’s specific Healthcare CRM saves your healthcare business time and money by providing you with an incredible integrated application that has everything you need in one place. This is your chance to move beyond simple customer relationship management and step into a package that seamlessly combines customer contact with all the forms you need for your healthcare business. Medical billing, patient reminders and much more are all integrated into one easy-to-use system with Onsite CRM.
Onsite CRM enterprise-wide software is the ideal solution for tracking and staying in touch with new and existing clients. You can customize you system and keep track of everything in one place: treatments, purchases, referrals and appointments. Onsite CRM also lets you know who has upcoming needs such as immunizations to bring clients back on a schedule that’s good for them as well as for your business. You won’t believe how easy it is to manage your business with this great package!
A Powerful CRM System
Onsite CRM has the power you need to handle every aspect of your business. Our customer relationship management software leads the industry with everything you need to track inquiries and clients across every department in your company, and even across multiple office locations if needed. This means that anybody in your operation can enter data about a client or contact, and as soon as the information has been input everybody has access to it. Your client’s faith in you increases because you and your employees are obviously on top of everything all the time. In the healthcare business confidence is everything.
A Seamless System
Onsite CRM allows personnel from all departments, such as scheduling, treatment, and customer service, to access the same data without having to jump from one application to another; Onsite CRM brings everything together in a single neat, clean package. Everyone in your healthcare business will love this user-friendly, intuitive system because the whole company can be up and running very quickly, with no need for lengthy training sessions or complicated user manuals.
Total system integration allows you to track a client and get a snapshot of where that client’s account stands. You can learn his current status, whether or not he’s had a checkup recently, what follow-up has been done, what is still required, and easily identify all accounts that need to be escalated for any reason. No need to jump from one system to the next: a great savings of time and money for your business. A single point of data entry also reduces the number of opportunities for errors to be introduced into your data, since the less you have to handle it the greater the integrity of your data will be.
Drip Email Campaigns
A drip email campaign is essential to the success of many healthcare businesses today, especially if you offer services such as children’s shot clinics or routine care for adults. To bring you the best possible results, Onsite CRM has partnered with SMTP, a first-rate company with more than 10 years of success at delivering emails, always making sure each email gets where it needs to go. The company is publicly traded and is the epitome of the standard that all other email delivery services strive for. SMTP reaches more in-boxes than anyone else in the industry and we bring this outstanding track record to you to benefit you and your healthcare business.
As far as your bottom line goes, using Onsite CRM and SMTP together means no more wasting money on emails that end up as SPAM. Research has proven that 22% of business emails never actually make it to the client, and this figure includes emails to clients that have requested the information! It won’t matter if you are contacting a new or existing client if your email ends up in the trash. With SMTP you get the highest rate of deliverability in the industry, so your drip campaigns and customer responses don’t go down the drain. When you work with Onsite CRM your message is delivered, not lost.
Contact Onsite CRM to Get Started!
Contact Onsite CRM now to make the leap into the world of complete enterprise CRM with fully-integrated verticals for your healthcare business. Prevent the introduction of costly data errors caused by the need to re-enter data into multiple applications and keep your team all on one page. Use Onsite CRM to handle it all. You’ll save you money every day with this easy-to-use, total package that puts you miles ahead of the competition and beefs up your bottom line. Try it now: you’ll wonder how you ever got along without it.
Article Resource – https://www.onsitecrm.com/blog/blog-healthcare-crm
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July 11, 2018 06:41
Blogger
Best 2016 CRM For Mortgage
The Onsite CRM system not only offers you excellent customer relationship management, we also offer software that can save you time, money, and a lot of headaches by helping to manage all of your contacts simply and efficiently. Not only can we provide you with a state-of-the-art CRM system, but our system goes beyond simply tracking contacts by providing you with an integrated vertical system that handles everything, from first contact right through to the end of the process. The use of a single, integrated, intuitive system will improve your overall efficiency and your bottom line.
A Powerful CRM System
Onsite CRM has the power you need to handle it all. First, we offer you a complete customer relationship management system that allows you to track your leads, inquiries and clients across every department in your company, and even across multiple office locations. This means that anybody in your operation can enter data about a client and everybody else who has access will instantly be able to view and to utilize that information. This keeps your company looking first-rate because everybody is on the same page and the client never has to provide you with the same information twice.Completely Integrated Verticals
The next big benefit we offer is an integrated mortgage system. Onsite CRM puts everything at your fingertips, making it easy to manage and track calls and results. You no longer need one application for your front office and another one for everybody else. Onsite does it all in a single neat, clean package.With our integrated verticals you can track a client and get a snapshot of where that client’s account stands. You can easily track not only current status, but also any follow-up that’s been done, what is still required, accounts that need to be escalated and everything else you might need or want. Follow-up is automatic and can easily be done without the need to jump from one system to the next, a great savings of time and money, while at the same time reducing the number of opportunities for errors to be introduced into your data. The less you handle it, the greater the integrity of your data is going to be.
Drip Email Campaigns
We know your emails are important to you, and a great email drip campaign is an important part of your mortgage business. Onsite CRM has partnered with SMTP to give you the best delivery service available for your email campaigns and provide you with the best possible overall experience. SMTP is a top-notch company with over a decade of history delivering emails and making sure they get where they need to go. They are publicly traded and have set the standard that all other email delivery services strive for. Their record is unmatched in the industry. Consider these facts: SMTP reaches more in boxes than any other service around. It’s a fact that even when clients have requested information, 22% of business emails never make it to the client. SMTP has the highest rate of deliverability in the industry, so don’t let your drip campaigns go down the drain; work with a partner that really delivers. Stop wasting time and money on emails that get dumped into the SPAM folder. Let us make sure your message is delivered to the customer or prospect.Get in Touch to Get Started
Contact Onsite CRM now and move into the world of full-spectrum CRM and totally integrated verticals. Stop costly errors and wasteful jumping from one application to another. Let Onsite handle it all to save you money every day. After all, you deserve the very best!Article Resource - https://www.onsitecrm.com/blog/best-2016-crm-for-mortgage
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July 7, 2018 05:36
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5 Ways to Get the Most Out of Your Pipeline
Regardless of what industry you’re in, getting the most of your sales pipeline is vital to the lifeblood of any successful organization. But we get it - you’re busy with a million other projects and multi-tasking the day away. While your current system is (hopefully) bringing you abundance, it might be time to reevaluate. You can double down on what’s working and rethink what’s not, beyond your standard yearly review. And while that’s a project in itself, even using one of the tips below can immediately improve your system.
1. Prioritize tasks with the help of your CRM.
What are your goals for this quarter? If they involve closing a certain number of accounts or brining on x number of clients, you can use your CRM to scan and organize profiles based on their stage in the sales cycle. Ranking them by category, your CRM can create harmony where chaos previously reigned.
If you have a different goal, let’s say getting a certain number of new subscribers, your CRM can also do a quick search to assess the qualified leads captured by your website. When you have a data-based to do list of potential client names in front of you, you’ll be unstoppable.
2. Improve the quality of your leads with automated tools.
Does it really matter if you have 10,000 new leads if only 50 of those are actually a good fit for your product or service? Based on a predetermined set of factors, your CRM can help crawl existing data points and assign value to profiles that best fit your target audience.
3. Streamline administrative tasks to save time and potential sales.
Yet another easy way to save time and valuable brain power. Set your CRM to the task of completing mundane checklist items. Depending on your system these could include: triggered email campaigns, auto-filling phone numbers, emails, social links, and/or relevant addresses to existing customer profiles, and many more.
4. Follow up on fresh leads twice as fast.
By adjusting a few simple settings, messages you used to manually write and send can now be completed for you by establishing a set of triggers. These triggers know to follow up a certain customer action, like signing up for a free trial or requesting a meeting, with the corresponding communication. And if you’ve already set up your other CRM features to auto update files, this information can be captured and noted without any additional effort on your part.
5. Make nurturing existing leads easier.
Not only can you use email to respond to your clients in real time, nurturing leads can also become a smooth-sailing journey from here on out with the adjustment of a few presets. Even if your managing dozens of accounts at a time, your client will appreciate a customized email - even if that customization was created by an auto-fill of information. People like to feel taken care of so let your CRM help you do just that.
Besides what we covered above, getting the most out of your pipeline is really all about maximizing your existing CRM. If your current software doesn’t offer the features above, consider checking out what we have to offer here at Onsite. Click to learn more about our enterprise level CRM solution now.
Article Resource - https://www.onsitecrm.com/blog/5-ways-to-get-the-most-out-of-your-pipeline
July 3, 2018 06:50
The Quick & Dirty Guide to Choosing the Right CRM
Firing up your computer and dedicating yourself to a yet another search for the best CRM that will fit the needs of your growing company can be an arduous task. You already know there are endless options, price points, and features to choose from.
The variety of CRMs available today is fantastic – except when you have to sift through the noise to find your the one you will truly need and love (and yes, you can actually love your CRM, imagine that).
We here at Onsite decided to ease your pain by creating this quick and dirty guide to help expedite your efforts so you can get back to nurturing your customer relationships and making more sales sooner than later.
Ask yourself which features you absolutely need and which features are a distraction.
As we mentioned earlier, the market for business software is booming right now, leaving you, the consumer, in the midst of a colorful array of options, designs, and bonus buys (oh my). And while variety is the spice of life you may waste hours sifting through some unnecessary bells and whistles that can cloud your judgement.
Start with a plan. The best CRM purchasing plans include a precursory understanding of where your company has been, where it hopes to go, and what components of your previous CRMs helped get you to this point. Once you’re able to identify those key items, the next phase is assessing your big picture view on the software you need.
This is the part where you invest the most brain power and time to your search because, as the saying goes, if you keep doing what you’ve always done, you’ll keep getting what you always got.
With that in mind, are there elements of your past business software solutions that are no longer useful or necessary? If you don’t need that feature anymore, what should it be replaced with and why? Get crystal clear on this. And your wish list doesn’t need to be long either.
In fact, hone in on your top 2 to 3 non-negotiable CRM requirements and filter them through your budgeted price range. Congratulations! You’ve just shaved off a few precious hours of your CRM hunt.
Choose a CRM that has a proven high rate of adoption.
Another way to save money and time is to make sure you choose a CRM with an above average adoption rate. We’ve all felt the pain of hard work not paying off, so save yourself the trouble by running your next potential purchase through the check list below.
- Here’s how to tell if your CRM will be easy to set up and get started right away:
User-friendly design: the CRM design should be something your employees will like looking at, can easily navigate, and features intuitive design elements so your team can begin using it without any additional training or prior knowledge. - Mobile component: field reps or employees on the go often find it difficult to drop everything and update their CRM records if they have to rely on a laptop to do it. A CRM is easier to use if it offers the convenience of an app for faster note taking, data syncing, and shorter communication time with the rest of the team.
- Automated tools: having the ability to easily integrate your new program with your trusted lead providers is pure employee efficiency gold.
Find a CRM that gives your company total control over the program.
We’re not here to knock solutions that have a more public option but sometimes a private dedicated server is paramount for taking care of your company’s unique needs.
Besides the security aspect (in which you have exclusive access to all of your data without having to share a host), having a dedicated server allows full customization of your business software. These alterations run the gamut from unifying vanity brand skins to custom plug-ins.
Not only are your options plentiful, your benefits are too. Having a dedicated server that allows full control over your CRM can prove to be cost-efficient, convenient (as previously discussed), and agile.
And there you have it, all the information you need to complete the bulk of your next CRM search. Feel free to bookmark this page to use this guide as your own personal CRM buying cheat sheet.
For more info on business software offering high-quality private dedicated servers, be sure to check out Onsite CRM’s features.
Article Resource – https://www.onsitecrm.com/blog/the-quick-and-dirty-guide-to-finding-the-right-crm
April 9, 2018 05:37
CRM software: useful tool for building business
The main purpose of using a CRM software is to maintain a healthy relationship with customers.It is not necessary that these software are made for large scale businesses; they are equally important for small scale businesses. In business it is very important to determine whether your customer will like your products, plans, services and the overall. To maintain customer data manually is a difficult task no matter how large or small the business is. Every business tries to maximize its reach among its target audience.Therefore crm for small business will play an essential role in order to enhance business.
To deal with these kinds of problem there are many CRM software available in the market and you can purchase and access them online. The features of a CRM software might vary from company to company, however most of the companies cover the basic features like business automation and task specific,strong analyzing capacity of customer (purchasing time, visiting time).
CRM is an essential tool for any business in order to establish a successful business. It is helpful for both types of businesses online or offline.
Choose the CRM according to your business needs
You will get the good results from this software only when it fits well into your business. So before purchasing you need to analyze your business requirement. The most basic CRM gives you the facility to manage your contacts that are stored in the shared database however with an advanced CRM you are also able to track your sales and you are able to set the business goals accordingly.
-The first thing before implementing the CRM in your business is to learn how to operate it.What kind of CRM you are looking for that cater to the needs of your business and learn how to navigate from one task to another. Choose a CRM that has simple functionality and is easily adaptable by your employees.
-A CRM you are choosing for your business should be integrated well with invoicing, help desk, accounting and the marketing team.
-Choose a CRM that has a well-supported system in case you face some technical problem in future. Therefore select a company that has proper customer care services and they can give you quick response in order to resolve your problems.
Benefits of using CRM
-Building trust is the key element of any business, you can build trust by listening carefully, understanding their requirements and then responding to them accordingly.With the help of this software you are able to record conversation with your customer for further reference. You are also able to access customer information which is stored in the database and can gives guidance according to the account history.
-Most of the business requires performing repetitive task on a monthly or weekly basis. For that you can program your CRM accordingly.With the help of this all the tasks will be performed automatically.
–CRM software will help you to generate leads and manage them effectively.
-With the help of CRM software you are able to improve your marketing strategy.You can analyze customer data,identify customer requirements and make your marketing strategy according to that. You will be able to get good response and increase your sales.
-With the help of CRM software you can improve your inner office work. The whole data is in store in a database which helps you to collaborate easily with the other department like marketing, finance.They can easily share their marketing strategy as well as similar leads.
January 19, 2018 05:04
CRM To Scale Your Education Business
Onsite CRM will help manage and grow your Education business. Our CRM, or customer relationship management, is a robust software solution that is designed for Education companies of all sizes.
Onsite CRM is an all-in-one, cloud-based solution that has everything you need in a CRM software. Take advantage of our product’s robust set of CRM tools and resources at an affordable price. Our platform is very easy to use and includes key features like lead generation, contact and opportunity management, sales forecasting, workflow automation, and more.
LEAD MANAGEMENT
Onsite CRM helps you contact your leads with a built in dialer system. Text or email out contracts to be signed with our free service, SignByX. This helps you lower monthly service costs associated with other e-signature companies and get responses that automatically sync with Onsite CRM.
Set statuses and email triggers when a customer reaches integral parts of your Education workflow. Make sure you are leaving no leads behind with automated email campaigns and lead pool features as well as appointment scheduling.
QUALITY ASSURANCE
With our QC tab, make sure that all the client’s information is complete before completing the process. Easily approve or deny and edit with features that indicate what fields are missing. With our workflow checklist on the sidebar of each lead, stay on top of what still needs to be done before converting a lead to an account.
Do what’s best for your company and call Onsite CRM today at (888) 391-9291 for a free demo. Learn about the additional features that will aid your sales process and grow your Education business.
Article Resource:-https://www.onsitecrm.com/blog/crm-to-scale-your-student-loan-business
December 20, 2017 05:12
While cloud-based technology costs a service fee, the little pricing is well worth the price. The other to presenting a cloud-based platform is usually employing an IT agency to control your secure details and have in-house components that will need a reliable to create as well as work and as well is definitely energy ineffective. Recent studies completed by Microsoft have shown you can save up to 80% on your IT price range by using a cloud service. Additionally, as proven exactly the same research accomplished by Microsoft, having a cloud-based services can certainly take away nearly 90% of your energy charge regarding running in-house servers. On the top of the saving money, cloud technologies are significantly more safe and sound.
It has been confirmed that cloud technology is by far the most secure method of information storage as well as backup. As said before by a Clarium Group study, 57% of businesses using the cloud assert that it’s offered much better data stability when compared with alternative types of data storage. Together with the cloud provides intelligent updates that ensure that your data backup is carried out regularly. This loosens IT staff to target a lesser amount of routine jobs which boosts organization productivity. The cloud backup in addition to security also help businesses to be a lot more up to date. According to a Microsoft Dynamics report, 91% of SMEs report that cloud providers assist you to comply with compliance demands. Scale your business which has a cloud-based technology.
Personnel that are given secure accessibility to the cloud have the ability to access work using their unique devices. Besides this save time inside the field, but it also results in flexibility along with accountability. With tracking, the actual cloud produces a platform allowing users to deal with several jobs at a time from any area and keeping track of individual additions. Considering that the cloud updates automatically as fresh information and facts is added to the platform, with all the cloud delivers realtime results. Do away with time lapse when creating essential judgements that's essential to improve your small business.
Becoming aware about the options in technological innovation may massively increase your company accomplishment. If you're not currently employing a cloud-based platform for your enterprise, it might be time to consider switching to the existing engineering. With Onsite CRM, our private Customer Relationship Management software is actually all cloud based. Onsite CRM business management solution is great for developing your organization in addition to supplying the comfort that the info is safe.
Resource For This Article - https://www.onsitecrm.com/blog/how-cloud-technology-can-improve-your-business
Posted December 20, 2017 05:12
November 21, 2017 02:22
Business to Business CRM solut
CRM Solutions for call centers
CRM for Business Loan Companie
CRM for Educational Institutio
CRM solution for Business Loan
CRM solution for Educational I
ERP solution for investment ba
Equitable Acceptance Student L
crm for student loan companies
The actual technological know-how and procedures in the present digital world are continually modifying. Systems that are at the moment operating with regard to your company may well not work out fine in the future. As a result, it's extremely important to are always thinking ahead.
Maintain Your Details & Information Secure
Even though the digital age has brought numerous health benefits for organisations, they have as well induced perils of cyberattacks. No enterprise is definitely immune to these types of strikes, so it will be vital that you possess technologies in place to avoid them. You might be undoubtedly getting your current company’s data and details vulnerable by not really making this a priority. Making cybersecurity important will save your organization eventually.
Scale Your Enterprise With Technologies
Inspite of the highly developed company guessing resources on the market, nobody can easily predict the future. Due to this, it’s critical that your business invests around technology that can help your small business scale up and reduce when it must. Consider investing in scalable bandwidth for the organization to help development.
Stay Up To Date With Technical Developments
The thought of technology is constantly changing, and your company needs as a way to change along with it. By always making sure your software program, hardware, and other technologies are updated, you’ll do not fall behind and will maintain your organization relevant in the future. Additionally, numerous apps, for example cloud-based technology and various software packages, up-date easily, being sure your business is always set up for fulfillment.
Improve Your Work-flows
The greater buttoned-up your small business is, the better furnished it will be to take care of almost any upcoming instances. By simply equipping your company along with fast internet as well as reliable telephone systems, you’ll have the communication tools essential to improve efficiency and make sure your online business as effective and efficient as is feasible.
Create Shopper Experience & Retention
At the end of the day, your web visitors are what is going to keep the company full of life in the future, and so it’s vital that you try everything you can to produce them with good activities as soon as they connect to your online business. Let Onsite CRM make sure that an eye on your web visitors and also guaranteeing the actual longevity of your consumer relationships.
INNOVATE Together with Technology
Those days are gone that businesses need to suppose if their own attempts are working along with resonating with their audience. Together with Onsite CRM reporting, companies can see which techniques are working as well as that are not. That may check out customer spending behavior to measure the particular wants, pursuits, as well as of one's people. This kind of understanding allows organizations to plan for future years.
Invest In Your Employees
The crucial element to a profitable organization will be to invest in the best individuals, so it’s imperative that you accomplish what it takes to ensure that they're around. There is nothing much more frustrating to an employee than not getting your job done because of scientific boundaries. Ensure that your employees have the right education upon new software. If workers have got fast internet, phone systems, along with other electronic equipment to simply in addition to quickly speak with each other, they’ll be much greater in their careers and even more content.
In order for technological innovation to best future proof your organization, it has to be a part of a comprehensive strategy that ties to your company targets. Don’t just choose the most up-to-date as well as technology mainly because it’s “cool” as well as modern. Ensure that it serves a purpose.
Article Resource:-https://www.onsitecrm.com/blog/your-guide-to-technology-for-business
Posted November 21, 2017 02:22
July 4, 2017 03:07
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SMS Text Messaging Onsite CRM
Programmatically send, receive & track messages worldwide.
Built-in intelligent SMS logic in your CRM allows for local, toll-free, and short-code numbers sent globally from one API. Confirm message delivery with real time status. Automatic queueing of concurrent messages. Thirty messages per second for time-sensitive apps. Messages are formatted to support non-English language and characters.
ALPHANUMERIC SENDER ID
Use a name instead of a number as the sender ID for your outbound messages in many countries. E.g., instead of a string of ten numbers, show “Onsite CRM”
TOLL-FREE SMS
Communicate with your customers using your existing toll-free numbers in the US & Canada. Get an Onsite CRM toll-free number if you don’t already have one.
MESSAGING COPILOT
Send each message from the best local number and solve delivery issues without ever touching code.
Article Resource:-https://www.onsitecrm.com/blog/sms-text-messaging-onsite-crm
May 2, 2017 08:00
How Cloud Technology Can Improve your Business
Using cloud technology has made a huge impact on the business world.
Although cloud-based technology costs a service fee, the small cost is worth the price. The alternative to using a cloud-based platform is hiring an IT firm to manage your secure data or have in-house hardware that requires a professional to set up and operate and also is energy inefficient. Recent studies done by Microsoft have shown you can save up to 80% on your IT budget using a cloud service. Additionally, as shown the same study done by Microsoft, using a cloud-based service can eliminate up to 90% of your energy cost associated with running in-house servers. On top of the cost savings, cloud technology is considerably more secure.
It has been proven that cloud technology is the most secure form of data storage and backup. As stated by a Clarium Group study, 57% of companies using the cloud affirm that it’s provided better data security than alternative forms of data storage. Using the cloud provides automatic updates that ensure that your data back up is done regularly. This frees up IT employees to focus on less mundane tasks which boosts business productivity. The cloud backup and security also help businesses to be more compliant. According to a Microsoft Dynamics report, 91% of SMEs say that cloud providers make it easier to adhere to compliance requirements. Scale your business with a cloud-based technology.
Employees that are given secure access to the cloud are able to access work from their own devices. Not only does this save time in the field, but it also creates flexibility and accountability. With tracking, the cloud creates a platform that allows users to manage multiple projects at once from any location while keeping track of individual contributions. Because the cloud updates automatically as new information is added to the platform, using the cloud provides real time results. Eliminate time lapse when making important decisions that is important to grow your business.
Becoming aware of the possibilities in technology can catapult your business success. If you are not already using a cloud-based platform for your business, it may be time to consider switching to this current technology. With Onsite CRM, our proprietary Customer Relationship Management software is all cloud based. Onsite CRM business management solution is ideal for growing your business and providing the peace of mind that your data is secure.
April 11, 2017 05:30
Business to Business CRM solut
CRM Solutions for call centers
CRM for Business Loan Companie
CRM for Educational Institutio
CRM solution for Business Loan
CRM solution for Educational I
ERP solution for investment ba
Equitable Acceptance Student L
crm for student loan companies
Onsite CRM is undoubtedly very happy to say competition our complete integration with Payment Automation Network. In case your Student Loan Company is looking for an ACH/escrow payment answer consider PAN.
About Payment Automation Network
We've been a nationwide leader in helping Student Loan Consolidation Businesses service their own accounts by quickly in addition to securely acquiring along with releasing funds. Most people eliminate the frustration of payment collections for your student loan consolidation clients with our country wide education loan consolidation payment servicing through Payment Automation Network. Our thorough service manages every aspect of collecting in addition to disbursing resources for your education loan clients.
Available Solutions
Payment Collection
Trust Accounts
Detailed Reporting
24/7 Monitoring
Get hold of your Onsite CRM account manager right away for special services only provided to Onsite CRM consumers.
Article Resource:-https://onsitecrm.wordpress.com/2017/02/13/payment-automation-network-pan/
Posted April 11, 2017 05:30
April 10, 2017 06:45
Blogger
Your Guide to Technology for Business
The technology and processes in today's digital world are constantly changing. Systems that are currently working for your business may not work for you in the future. Therefore, it is imperative that you are always planning ahead.
KEEP YOUR DATA & INFORMATION SAFE
Although the digital age has brought numerous benefits for businesses, it has also brought on risks of cyberattacks. No company is immune to these types of attacks, so it is important to have technology in place to prevent them. You are inevitably putting your company’s data and information at risk by not making this a priority. Making cybersecurity a priority will save your business in the long run.
SCALE YOUR BUSINESS WITH TECHNOLOGY
Despite the advanced business forecasting tools on the market, nobody can predict the future. Because of this, it’s important that your business invests in technology that can help your company scale up and scale back when it needs to. Consider investing in scalable bandwidth for your company to facilitate growth.
STAY UP TO DATE ON TECH TRENDS
The world of technology is constantly changing, and your business needs to be able to change along with it. By always making sure your software, hardware, and other technologies are up to date, you’ll be sure not to fall behind and will keep your business relevant in the future. Additionally, many applications, such as cloud-based technology and various software programs, update automatically, ensuring your business is always set up for success.
STREAMLINE YOUR WORKFLOW
The more buttoned-up your business is, the better equipped it will be to handle any future circumstances. By equipping your business with fast internet and dependable phone systems, you’ll have the communication tools necessary to improve productivity and ensure your business is as efficient and effective as possible.
CREATE CUSTOMER EXPERIENCE & RETENTION
At the end of the day, your customers are what will keep your business alive in the future, so it’s essential that you do everything you can to provide them with positive experiences when they interact with your company. Let Onsite CRM help with keeping track of your customers and ensuring the longevity of your customer relationships.
INNOVATE WITH TECHNOLOGY
Gone are the days that businesses need to guess if their efforts are working and resonating with their audience. With Onsite CRM reporting, businesses can see which tactics are working and which are not. You can even view customer spending habits to gauge the wants, interests, and needs of your consumers. This kind of insight allows businesses to plan for the future.
INVEST IN YOUR EMPLOYEES
The key to a successful company is to invest in the right people, so it’s imperative that you do what it takes to keep them around. Nothing is more frustrating to an employee than not being able to get your job done due to technological obstacles. Make sure that your employees receive the right training on new software. If employees have fast internet, phone systems, and other technological tools to easily and quickly communicate with one another, they’ll be much better at their jobs and much more satisfied.
In order for technology to best future proof your business, it needs to be a part of a comprehensive strategy that ties into your business goals. Don’t just purchase the latest and greatest technology because it’s “cool” or trendy. Make sure it serves a purpose.
Article Resource:-http://www.onsitecrm.com/blog/your-guide-to-technology-for-business
March 31, 2017 05:09
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Onsite CRM Security
Onsite CRM and our partners/providers take security very seriously and have developed a comprehensive set of practices, technologies and policies to help ensure your data is secure. This document outlines some of our providers mechanisms and processes we have implemented to help ensure that your data is protected. Our security practices are based on tier of service selected by our customer and are grouped in four different areas: Physical Security; Network Security; People Processes and Redundancy and Business Continuity.
Physical Security
Our providers data-centers are hosted in some of the most secure facilities available.
24x7x365 Security. The data centers that host your data are guarded seven days a week, 24 hours a day, each and every day of the year by private security guards.
Video Monitoring. Each data center is monitored 7x24x365 with night vision cameras.
Controlled Entrance. Access to the data centers is tightly restricted to a small group of pre-authorized personnel.
Biometric Authentication. Two forms of authentication, including a biometric one, must be used together at the same time to enter a data center.
Undisclosed locations. Servers are located inside generic-looking, undisclosed locations that make them less likely to be a target of an attack.
Network Security
The security team and infrastructure helps protect your data against the most sophisticated electronic attacks. The following is a subset of our network security practices.
SSL Certfication. The communication between your computer and providers servers is encrypted. What this means is that even if the information traveling between your computer and our servers were to be intercepted, it would be nearly impossible for anyone to make any sense out of it.
IDS/IPS. Provider network is gated and screened by highly powerful and certified Intrusion Detection / Intrusion Prevention Systems.
Control and Audit. All accesses are controlled and also audited.
Virus Scanning. Servers are scanned for viruses using top of the line up to date virus scan protocols.
Staff Processes
Providers data center infrastructure is not just technology, but a disciplined approach to processes. This includes policies about escalation, management, knowledge sharing, risk, as well as the day to day operations.
Access Employees. Only employees with the highest clearance have access to the data center data. Employee access is logged and passwords are strictly regulated. Providers limit access to customer data to only a select few of these employees who need such access to provide support and troubleshooting.
Audits. Audits are regularly performed and improvements made based on those findings.
As-Needed Basis. Accessing data center information as well as customer data is done on an as-needed only basis, and only when approved by management.
Redundancy
The process is designed to protect your data and security even in times of system failures.
Power Redundancy. Providers configure its servers for power redundancy – from power supply to power delivery.
Internet Redundancy. Provider is connected to the world –and you- through multiple Tier-1 ISPs. So if any one fails or experiences a delay, you can still reliably get to your applications and information.
Network Devices. Provider runs on redundant network devices (switches, routers, security gateways) to avoid any single point of failure at any level on the internal network.
Cooling and Temperature. Intense computing resources generate a lot of heat, and thus need to be cooled to guarantee a smooth operation. Provider servers are backed by temperature control systems.
Fire Prevention. The Providers data centers are guarded by industry-standard fire prevention and control systems.
Data Protection & Back-up. User data is backed-up periodically across multiple servers, helping protect the data in the event of hardware failure or disaster.
Article Resource:-http://www.onsitecrm.com/blog/onsite-crm-security
March 8, 2017 03:41
Lead Management Software
Lead Management Software is the ideal way for any company to manage leads. It lets you track the leads that come into your company so that you can see not only who they are but where they are coming from. As the leads arrive, you’ll also be able to sort out the good leads from the not-so-good ones, so that you can maximize the use of your staff’s time and not waste a lot of effort on contacts that are not yet ready to buy. It’s also the perfect way to manage contacts with your leads.
TRACKING YOUR SOURCES
Lead management software is ideal in today’s business environment. It lets you see just where each of your leads is coming from. You’ll be able to tell which leads came from your website, which ones are the result of your email campaigns, which ones come from direct contact through a dialing system, and which leads come from any other source that you’re using, such as print ads or mailings. Knowing where your leads are coming from is an essential step in maximizing the power of your marketing dollars. No more wasting money on dead campaigns; put your money in the methods that are giving you results.
CUSTOMIZE YOUR SYSTEM
One of the features offered by goof lead management software systems is the ability to customize your setup, allowing you to name reports, fields, and even dashboards in any way that you choose. This helps to make using the system easier for you and your team; no need to learn inaccurate or generic terms just to use the system. It tells you what you want to know in terms you can understand and relate to.
INTEGRATE YOUR SYSTEMS
If you’ve already graduated to using a top-quality customer relationship management system, or if you’re thinking about it, consider that lead management software is the perfect addition. Everything flows smoothly into a single database, allowing you to manage your leads from the moment of first contact. Many CRMS have this helpful function already built into the system.
ENHANCE YOUR CUSTOMER’S EXPERIENCE
Lead management is about far more than simply gathering and tracking data; lead management is about affordably and effectively delivering your message to your customers and potential customers. A lead management system lets you stay in touch with every lead in your system in a very personal way. You’re able to tailor and deliver messages to your leads that address their interests and their needs, providing a great experience for each person involved.
Logging and tracking the information about each lead you contact has a significant impact on your sales and marketing efforts. Your team members can see at a glance what each customer’s interests and needs are, allowing both sales and marketing people to be on the same page when dealing with leads. There’s less time wasted, less frustration for your staff, and in the end the customer gets to enjoy a much more cohesive and less fragmented experience with your company, and a happy customer is much more likely to buy. Everybody wins.
Article Resource:-http://www.onsitecrm.com/blog/lead-management-software
February 21, 2017 03:43
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DDoS Protection
Onsite CRM Adds DDoS Protection Partner
Denial-of-service (DoS) attacks are happening now and have evolved into complex security challenges for organizations large and small. Although DoS attacks are not a new phenomenon, the methods and resources available to conduct and mask such attacks have dramatically evolved to include distributed (DDoS) and, more recently, distributed reflector (DRDoS) attacks—attacks that simply cannot be addressed by traditional on-premise solutions.
Onsite CRM’s partner relationship now offers advanced DDoS protection, provisioned as a service at the network edge, matches the sophistication and scale of such threats, and can be used to mitigate DDoS attacks of all forms and sizes including those that target the UDP and ICMP protocols, as well as SYN/ACK, DNS amplification and Layer 7 attacks.
10 Tbps Network Capacity
Onsite CRM’s partner relationship offers 10 Tbps DDoS protection that can handle any DDoS attack thrown at it. Our total capacity is much larger than the typical DDoS attack, and it’s 10 times the size than the largest DDoS attack ever recorded.
Article Resource:-http://www.onsitecrm.com/blog/ddos-protection
February 13, 2017 04:49
Payment Automation Network (PAN)
Onsite CRM is pleased to announce competition our full integration withPayment Automation Network. If your Student Loan Company is in need of an ACH/escrow payment solution look no further than PAN.
About Payment Automation Network
We are a nationwide leader in helping Student Loan Consolidation Companies service their accounts by quickly and securely collecting and disbursing funds. We eliminate the frustration of payment collections for your student loan consolidation clients with our nationwide student loan consolidation payment servicing from Payment Automation Network. Our comprehensive service manages all aspects of collecting and disbursing funds for your student loan clients.
Available Services
- Payment Collection
- Trust Accounts
- Comprehensive Reporting
- 24/7 Monitoring
Contact your Onsite CRM account manager today for special services only offered to Onsite CRM customers.
Article Resource:-http://www.onsitecrm.com/blog/payment-automation-network-pan
February 2, 2017 03:42
Business to Business CRM solut
CRM Solutions for call centers
CRM for Business Loan Companie
CRM for Educational Institutio
CRM solution for Business Loan
CRM solution for Educational I
ERP solution for investment ba
Equitable Acceptance Student L
crm for student loan companies
Equitable Acceptance (EAC) would be the best ranking best funding choice available for the student loan industry. Onsite CRM is a proud companion of Equitable Acceptance offering total integration along with portability. For a test of EAC together with Onsite CRM integration make sure you call your Onsite CRM account manager right now!
Benefits To Funding WITH Fair Popularity:
Access to 24 hour matrix system that could give a letter grade almost every probable sale, when you are in your own home.
You will certainly possess the actual advance rate for each contract at the point of sale.
You can expect specific terms--deferred payments, and also comparable to money.
Quick turnaround time about application decisions.
Fast funding to get financial loans processed, and money in your wallet.
Debt collectors that work to suit your needs to collect installments, certainly not benefits.
Reports to exhibit how your portfolio is performing, as well as reserve reputation.
100% payouts.
We finance clients, not really collateral.
Full selection loaning, you need to send us all your customers for full-benefits of the program.
45 years experience with direct selling funding.
Suitable for the long-term expansion of your business, and helps to create instant importance for your requirements by allowing you the dealer, to help maintain ownership of the customer and also portfolio.
You need to use our specialist credit analysis to handle your portfolio.
Concerning Equitable Endorsement:
To offer our merchants with good quality assistance and merchandise, instructing retailers to better fully grasp our company, as well as providing dealers with opportunities to be successful today and tomorrow.
How are we going to make this happen?
Knowing the wants of our dealers as well as work hard daily to satisfy these types of demands.
Interaction with our merchants continually to resolve worries and maintain great long run working interactions.
Staff our team together with staff that offer excellent customer support and are experienced to help you with your clients.
Supply reporting for your requirements that may assist you manage your current customer base, as well as keep you up-to-date about the performance of your portfolio.
Offer your customers with good quality services and product.
Create lasting relationships with our merchants to be certain that a frequent, foreseen, as well as precious financing source to them.
We would like to make consumer capital possible for dealers and distributors so they can subsequently completely focus their own endeavours on developing their business.
Give lasting growth of your small business having recourse loans that allows the dealer to retain ownership of their consumers as well as portfolio.
Essentially, there are various advantages of picking out Equitable Acceptance that will help you succeed. Equitable Acceptance was established to serve the actual direct selling sector emphasizing upping your sales and profits as well as sales, while focusing on customer care to you personally. You can expect a consistent and also foreseeable supply of money that you could rely on at each sale.
Article Resource:-https://onsitecrm.wordpress.com/2016/12/07/equitable-acceptance-eac-student-loan-financing/
Posted February 2, 2017 03:42
January 13, 2017 03:46
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Exclusive Business to Business CRM
Marketing automation is a very active segment of the CRM software market. Not only are new vendors entering the market, but existing market leaders are constantly innovating and delivering new product updates. Businesses that sell to other businesses (B2B) firms have longer sales cycles and engage in more relationship building activities. Onsite CRM can accommodate B2B organizations of all sizes and offers a complete set of tools to create superiors campaigns that will put your lead generation into overdrive. Onsite CRM has launched its groundbreaking B2B Customer Relationship Management System (CRM) that unites sales and marketing workflow into one easy-to-use interface. Suited for any sized business, Onsite CRM system helps increase efficiency with segmenting, personalizing campaigns and nurturing leads. OnSite CRM is a total business solution for the financing and lending industry that is designed to serve the high demand that these companies require.
The Onsite CRM platform provides tools for lead scoring, email marketing, lead nurturing and more. This CRM easily integrates with any size or type of business and is competitively priced for business-to-business users. Take advantage of this total integration and move beyond simple customer relationship management. Step into a package that seamlessly combines customer contact with all the resources you need for your business. Move ahead of the competition with Onsite CRM Lead Controller. Providing automated, guided selling, email and SMS tools, your business team will be able to attract and retain leads as well as streamline your marketing and sales efforts.
Onsite CRM enterprise-wide software is a customizable software solution that keeps track of everything in one place: mailing, forms received, items sent, intake appointments, payments, as well as several other features. Onsite CRM also simplifies the process of managing marketing campaigns through social media tools, lead scoring and nurturing, email marketing, and more. Onsite CRM can be customized for your system and anything else you may require. You won’t believe how easy it is to manage your business with this great package!
A POWERFUL CRM SYSTEM
Onsite CRM has the power you need to handle every aspect of your business. Our customer relationship management system provides tools for B2B companies to stay on top of their most important customer relationships. This system provides tools for increasing collaboration, tracking interactions and managing productivity across multiple office locations if needed. This means that anybody in your operation can enter data about a client or other contact, and as soon as the information has been input everybody has access to it. Instill confidence in your contacts, because confidence is everything.
A SEAMLESS SYSTEM
The Onsite CRM system was built on a foundation that entertains any businesses work flow management needs with the ability to customize functionality to fit your business model. OnSite CRM brings everything together in a single neat, clean package. Everyone in your B2B company will love this user-friendly, intuitive system because the entire group can be up and running very quickly, with no need for lengthy training sessions or complicated user manuals.
DRIP EMAIL CAMPAIGNS
Convert more prospects faster by sending targeted recurring email campaigns. To bring you the best possible results, Onsite CRM has partnered with SMTP, a first-rate company with more than 10 years of success at delivering emails, always making sure each email gets where it needs to go and doesn’t get lost along the way. SMTP is publicly traded and is the epitome of the standard that all other email delivery services strive for. The company reaches more in-boxes than anyone else in the industry, and we bring this outstanding track record to you to benefit you and your educational institution.
As far as your bottom line goes, using Onsite CRM and SMTP together means no more wasting money on emails that end up as SPAM. Research has proven that 22% of business emails of any type never actually make it to the client, and this figure includes emails to potential businesses, borrowers, and referral sources. With SMTP you get the highest rate of deliverability in the industry, so your drip campaigns and responses don’t go down the drain. When you work with Onsite CRM your message is delivered, not lost.
Contact Onsite CRM now to make the leap into the world of complete enterprise CRM with fully-integrated verticals for your business-to-business institution. Prevent the introduction of costly data errors caused by the need to re-enter data into multiple applications and keep your team all on one page. Use Onsite CRM to handle it all. You’ll save money every day with this easy-to-use, total package that puts you miles ahead of the competition and beefs up your bottom line. Try it now: you’ll wonder how you ever got along without it.
Article Resource:-http://www.onsitecrm.com/blog/b2b-crm
In every business it is very difficult to deal with customers manually. In today’s working maintaining records manually is quite difficult since the records are too bulky to be handled manually. Businesses today rely on data; data that can be fetched easily and arranged in sync with the requirements of the calculations. As we know technology is developing almost every day hence to maintain database effectively the best CRM software available in the market needs to be employed. With the help of this software one can easily maintain their customer database and retrieve data any time anywhere whenever is required.
In the beginning it may seems to be a costly deal to make an investment on CRM software especially when you are a small business. But believe me this is the one of best deals for any businessman whether he/she has a small or large business. There are lots of benefits of having CRM software:
Your relations with customer will improve
With the help of crm software you will be able to give the best and satisfying services to your customers. Services like marketing or selling your products. In case your customers are not happy with your services they will be able to provide feedback to you which you can record in your CRM software and based on their complaint you can make improvements in your products. All the work will go in a systematic manner and will build a strong bond between you and your customers.
Security is a major concern
CRM software provides proper security. It keeps in mind that all the information that is saved in the database about customers remains as it is and no staff member can make changes on them for their personal benefit. So you need not worry about customers data while using crm software.
Business will be in organized format
The most amazing benefit of crm software is for companies .Companies no longer needs to maintain their spread sheets or notepads. All the data will store at one place online and can be retrieved anytime anywhere, so no need of paper work. All the work will be organized will be neatly organized automatically.
Revenue will hike
By using the crm software companies can improve their revenue in a positive way. By using the crm database, companies can plan their marketing strategy in an innovative way and gather the attention of new customers. With the help of crm software companies can make sure that your promotional campaigns will target new customers and not the ones who have already been touched with your business. All these strategies will turn beneficial for your business in the long run.
Internal business communication will improve
With the help of best crm software communication inside the company will also improve because through crm software data can be easily shared between different departments. This will take less time and the decision making process will become more fast as compare to the isolated work format.
A big change in terms of cross selling
As crm software stores all the data of customers, from which you can analyze the basic pattern of their purchasing. You can also take their opinion or review of any product or what they want. All this detailed survey about customer’s requirements will let you improvise your business and hence cross selling will go on new hike.
You can optimize your marketing skills
Crm software will let you to understand your customer behavior and their requirements. The information will help you to understand which group of people is more beneficial for your business. On the basis of customer Database Companies will make proper marketing strategies and execute them on proper time so that they get more benefits plus satisfy their customer.
Crm software is a powerful tool for businesses, it does not matter whether it is a big or small organization. It gives best results for everyone.