CRMsoftwarehasnumerousbenefitstosmallbusinesses.Itcansavealotoftimewhenitcomesto
customercommunications,tocanalsoofferpersonalizedcommunicationsfordifferentcustomers.
However,choosingtherightCRMisnotaneasyjob.AbusinessmustchoosesuchaCRMwhichcanhelp ittogrowandmeetallitsneeds.
So,nowcomesthequestion,dowereallyneedCRM?andtheanswerisabigyes!Withouttheabilityto accuratelytrackandmanagesalesandmarketingcampaigns,anorganizationcan’tnurtureitsleadsand optimizeitssalespipeline.Asingleleadcanbeaparticularpersonorbusinessthatcanhavethepotential tobusiness,perhapswhichcanbeabiggestcustomerever.So,maintainingaconsistentleadmanagement isverycriticalpartofacompany’ssalespipeline.
CRMapplicationsprovideacomprehensivepictureofleads.Themainadvantageofdatadrivenlead managementismuchstrongersalesandmarketingproductivityandamuchmorestreamlinedand controlledsalespipeline.
CRMsoftwareautomatestheprocessofmanaging,tracking,marketingandsellingtonewandexisting clients.Italsohelpstocreate,track,andmanagemarketingcampaignseffectively.Beitemailmarketing, socialmediacampaignsoroutboundcalls,CRMautomatestheprocessandprovidesdatarivenreports. CRMstoresallthedataoftheleadscreatesleadreportsthateventuallyshowsthecomponentsthatmakes upleadsandhowleadscanbebestfitforasalespipeline.CRMsolutionsalsoallowitsuserstocustomize leadreports,allthewhileprovidingclientswithautomated,end-to-endleadtrackingdesignedtomanage
leadsaccuratelythroughasalespipeline.Onecanevenautomatethefollowupactivitiesformuch betterefficiencyincultivatingandnurturingleadrelationships.
CRMsolutionsalsodriveemployeeproductivityandknowledgeexchangewithsocialstyle collaborativetools,includingpeertopeerlearningandemployeeengagement.Mobileaccess,which isanincreasinglycriticalfunctionalityinbusinessproductivitysoftwaregrantsateamroundthe clockaccesstovitalcustomerinformation.
So,bykeepingalltheseinmindinthisissueInsightsSuccesshaslisted“The10BestEnterprise CRMSolutionProviders,2018”whicharechangingthemarketwiththeirinnovativeproductsand serviceofferings.
FeaturingasthecoverstoryisTargetbase,whichisapartofDiversifiedAgencyServices,adivision ofOmnicomGroupInc.,aleadingglobalmarketingandcorporatecommunicationscompany
Analec,aleadingglobalfinancialtechnologycompanythatempowersbroker-dealersandbanksto theirinvestmentresearchandclientservicingfunctionswithgreaterefficienciesandbettercustomer engagement;CentraTechnologies,isinvolvedindeliveringcutting-edgesolutionstobringtogether peopleandprocessesthrougheffective,yeteasy-to-useCRMandHCMsoftwaresystems; AgentCubedwhichisaleaddistribution,andCRMsoftwaresolutionspecificallydesignedfor health/life,Medicare,andP&C;NipponDataSystemsLtd,isaproviderofITenabledbusiness solutionswhichprovideourclientscompetitivebusinessadvantage.Wepartnerwithourcustomers todeliverbusinesssolutionstotheirsatisfactionandhelpthem’LiveYourEnterprisePotential™’; PointofReference,isapioneerinprovidingleading-edgecustomerreferencemanagementsolutions alongwithprogramconsultingservices,contentdevelopmentservices,andsupplementalstaffing services;JourneyTEAMTechnologySolutionswhichisaMicrosoftGoldCertifiedPartnerthat focusesonprovidingaccounting,financialmanagement,enterpriseresourcemanagement,customer relationshipmanagement,ande-businesssolutions;CompleteXRMisCustomerRelationship Managementsolutionproviderthatdevelopsasuiteofsoftwareproductstoevolveorganizational culture.
Alsowhileflippingthepagesofthemagazinedon’tforgettogothroughIndustryInsight,BackendAs-A-ServiceforPayments-As-A-ServicebyEliadSaporta,ManagingDirectorofCoriunder;Tech Evolution,EmergingTechnologies:ARevolutionwithChallengesbyKizzyM.Dominguez, PresidentofK.ParksConsulting,Inc.(KPC);Insider’sPerspective,HowAIandMachineLearning TransformingHumanLivesbyRajivSaranSharma,CEOofVirgosys.
Happyreading!
Kaustav Roy
“We fuel our creative experts with insights.Then, we design and develop solutions that enable us to create compelling experiences and smarter interactions.”
Consumersareusing
technologymorethanever before,andtheygeneratean oceanofdataeveryday.Mostbrands understandtheimportanceof collectingthatdatabutlackanaction plan.However,justbecausedata existsdoesnotmeananorganization needsit;decidingwhatdatais relevant,andhowtoleverageitfor businessisthecrucialfactor. Thisrelevant,actionablebusiness intelligenceisprovidedbyadigital CRMagencynamedTargetbase.
Targetbaseisanexpertat understandingcustomers’needs, wants,desiresandpain-points,and deliveringpersonalizedmarketing programsatscale.Itdoesthisby connectingdata,insights,strategy, andcreativityintocompellingand intelligentexperiencesbuilton modern,cloud-basedmarketing platforms.
Asatrustedpartnertoseveral Fortune500clients,Targetbaseis relentlesslyfocusedondelivering valueforitsclientsbysolving persistentbusinesschallenges.Itisa partoftheOmnicomGroup,aglobal leaderinadvertising,marketing services,specialtycommunications, PR,interactive/digitalmediaand mediapurchasingservices.
Today’srapidlychangingcustomer preferencesandbehaviors,fueledby adynamicmediaandtechnology landscape,canoverwhelmmarketing teamswiththeircomplexity. Targetbaseoffersanintegratedsuite ofproductsandservicestohelpits clientsnavigatethislabyrinth,andto activatesimpleandagilemarketing programs.
Thecompany’sinnovativeproducts andserviceshavewonmanyawards andithasconsistentlyratedasa leaderincustomerengagementby ForresterResearch.Targetbase’score productandserviceofferingsare alignedacrossfivedisciplines:
Ÿ Data and Technology: Oneofthe pioneersin1:1marketing, Targetbasehasastrongheritage intransformingmassive,complex anddisconnecteddatasources intoaconnecteddataengineto mineinsightsanddrivecustomer experience(CX)design.Its solutioniscloud-firstandbuilton anopenandflexibletechstackto allowrapidintegrationand deploymentacrossanytypeof clientenvironment.
Ÿ Predictive Analytics: Mostclients cometoTargetbasewitha“datarich,insight-poor”challenge.The organizationsolvesthisby uncoveringinsightsatarapid
“With
paceusinginteractivedashboards, livereporting,advancedstatistical modeling,machinelearning,deep learningandAItechniques.Over thelast3years,Targetbasehas accelerateditsanalytical techniquestoblendboth structuredandunstructureddata inrealtimetoamplifyitsinsight gatheringtokeeppacewith changingbusinessneeds.
Ÿ CX Design:Armedwithdeep insightsandatruecustomer-level understanding,Targetbase’s strategistsdeveloprobust customerexperiencesthrough journeymapping, communicationsplanningand messaginghierarchiesthatare bespoketoeveryclientneedand businesschallenge.Ithasalso developedamethodicalapproach toevolveclients’business strategiesthroughitsValue CreationPlans(VCPs)that constantlychallengethestatus quotodrivecontinuousgrowth.
Ÿ Digital Creative: Targetbase’s award-winningcreativeteam bringstheseCXdesignstolife throughpowerfulandculturally relevantcommunicationsthat drivethecompany’scontentand storytellingacrossallmedia channels.Itactivateshigh-volume andhigh-velocitymarketing programsthatareintelligently deliveredacrosschannelstodrive strongbusinessresultsforclients.
Ÿ Agile Delivery:Thecompany takesprideinitsabilitytorapidly launchandexecutecomplex clientengagementsinthemarket. Targetbase’sexperiencedteams acrossclientserviceanddelivery disciplinesarefocusedon
Targetbase, clients no longer need to lose sleep trying to wrap their heads around technology and data. Instead, we focus them on connecting data—generating intelligence, and applying it to the experience.”
Ÿ
flawlesslyandefficiently executingitsprogramstoachieve optimalresults.
ThePassionateLeader MarkWright,startedhiscareerin DirectMarketingwithHarlequin Enterprises.
Formorethan25years,Markhas beenusingcustomerintelligenceto transformthewaybrandsacquire, retain,andgrowcustomersby understandingwhatittakestoengage customersandmotivatebehavioral change.Hedevelopedhisskillsat someoftheleadingmarketing agenciesinCanada-Rapp, Wunderman,andMcCannMRMbeforejoiningTargetbaseasits PresidentandCEO
Mark’sleadershiphasledto Targetbasedoublingitsrevenues.He attributeshissuccesstothetalented groupofindividualsinhis powerhouseleadershipteam,whoare abletoidentifyopportunities, innovateandideate,problem-solve andmovethebestpossibletalent forwardtohelpclientswin.
Markmotivates,challengesthestatus quo,inspireswithenthusiasmand, mostofall,enjoyswhathedoes.
TheFoundationStone Targetbaseisonamissiontomake marketingmoreusefultodifferent brandsandtodifferentconsumers. Theorganizationtrulybelievesthat bybeingpersonalandrelevant, brandscanbemorevaluableto consumersandviceversa.
Intodays’opt-inculture,brandsthat adoptamass-marketingapproachin lieuofdeliveringadata-driven, personalized1:1experiencewill struggletokeeptheirplace–bothin
theirindustryandintheircustomers’ heartsandminds.
Targetbasebelievesthattobeatrue CRMagency,acompanyshouldbe abletoretainitsownclientslonger thanthecompetition.Italsoinvests incultivatinglong-standingclient relationshipsinanindustrywhere one-offprojectsandyear-long engagementsareincreasingly common.
Therearethreedifferentiatorsthat setsTargetbaseapartfromotherdatadrivenmarketingagencies.
Client-Centric Model:Targetbase wrapsitsdata,intelligenceand creativesolutionswithan experiencedclientteamthattruly understandsitsclients’needsand prioritiesandexecutesatahigh-level ofprecision.Inadditiontokeeping thefocusonrevenueandprofit growththatmatterstomostclients, Targetbasehelpsitsindividualclients andtheirteamsachieveprofessional growthgoals. Thissetsitapartasa
trustedadvisorandbusinesspartner ratherthanmerelybeingamarketing servicesvendor.
Ÿ People-First Culture: Tofulfillits promiseofaclient-centricmodel, Targetbaseputspeoplefirstatits agency.Itunderstandsthat, ultimately,talentandattitude helpsTargetbasewinwithits clients.Fromresourceplanningto careerroad-mappingtotraining andcoaching,theorganization alwaysensuresthatitsemployees comefirst,whileserving Targetbase’sbusinessinaprudent manner.Theorganizationbelieves thatoneofthereasonsforitslong clienttenuresisthelengthof Targetbase’semployeetenures. Whenemployeesonateamare happyandfreetopursetheir growthgoals,theorganization willinevitablyseeclient relationshipsgrowandthriveas well.
Ÿ Open Partnerships: Targetbase hasbuiltamodernplatformthat helpsclientsactivatemarketing programswithgreatagility The organization’smodular,cloudbased,openapproachto marketingtechnologyhelpsitto integrateandpartnerwithawidevarietyoffirst-,second-,thirdpartydatasources,DMPs,DSPs andmediaplatforms.Targetbase hasalsoadopteda‘complement notcompete’approachto maximizeexistingtechnology investmentsitsclientshavemade, andaugmentonlythemissing elementstoenablemarketing maximization.
Targetbase’swork
alwaysfocused onachievingresults
is
thatmatterto
“Intelligence tells us things like where the opportunities are to drive business impact, how a consumer engages with the brand, what their needs are, what channels to leverage, and how the brand needs to respond to meet the consumer’s needs.”
clients.Notsurprisingly,ithasbeenrecognized foritsexcellencebothbyitsclientsandby premierindustryforums.
Someofthemostnotableaccomplishmentsover thepastfewyearsincludetheHondaPremier PartnerAwardin2016and2017.Theseawards wereestablishedin1998torecognizesuppliers whoembraceAmericanHonda’sphilosophyof exceedingconsumerexpectations.Targetbasehas beenrecognizedasaPremierPartner14times overthepast17years.Theorganizationisproud tohavebeenselectedfromover65,000eligible suppliersbyAmericanHondaAssociates nationwide.
“Targetbase makes us smarter. They know our business and our customer as well as we do,” said DirectorattheAmericanHondaMotorcompany.
Additionally,theorganizationhaswonthe2016 and2017DTCPerspectivesAgencyVanguard AwardsintheHealthcarevertical,the2016DTC NationalAdvertisingAwardfor“BestDisease Educationdigital/socialcampaign”,the2015 advertisingawardforbestcustomersupportvia programorevent,andthe2014bestCRMagency awards.
“It’s not enough to simply be present when a consumer engages with your brand. It’s about using the intelligence we’ve uncovered to be extremely relevant, and that relevance is different for each and every consumer.”
AgentCubed agentcubed.com
Analec analec.com
CentraTechnologies focussoftnet.com
ChadHogan SeniorVicePresident
IndySarker CEO
NisithNaik CEO
Aleaddistribution,andCRMsoftwaresolutionspecifically designedforhealth/life,Medicare,andP&C.
Aleadingglobalfinancialtechnologycompanythatempowers broker-dealersandbankstotheirinvestmentresearchandclient servicingfunctionswithgreaterefficienciesandbettercustomer engagement.
CentraTechnologies,isinvolvedindeliveringcutting-edge solutionstobringtogetherpeopleandprocessesthrough effective,yeteasy-to-useCRMandHCMsoftwaresystems
CompleteXRM planplusonline.com
KeithNorris CEO&Founder
edrone edrone.me
Hatchbuck hatchbuck.com
JourneyTEAM TechnologySolutions journeyteam.com
RahimEdrone CEO&Founder
DonBreckenridge CEO
CompleteXRMisCustomerRelationshipManagementsolution providerthatdevelopsasuiteofsoftwareproductstoevolve organizationalculture.
Helpingtoincrease salesusingready-madescenariosthat meetsmostmarketers’expectations.
Today,smallbusinessesaroundtheglobeleverageHatchbuck everydaytogeneratemoreleads,winmorecustomers,and preventgoldenopportunitiesfromslippingthroughthecracks.
BrianTenney President&CEO
NipponData SystemsLtd nippondata.com
PointofReference point-of-reference.com
HarishKumarSaraf CEO&Founder
JourneyTEAMTechnologySolutionswhichisaMicrosoftGold CertifiedPartnerthatfocusesonprovidingaccounting,financial management,enterpriseresourcemanagement,customer relationshipmanagement,ande-businesssolutions.
AproviderofITenabledbusinesssolutionswhichprovideour clientscompetitivebusinessadvantage.Wepartnerwithour customerstodeliverbusinesssolutionstotheirsatisfactionand helpthem‘LiveYourEnterprisePotential™.
DavidSroka President&CEO
Targetbase targetbase.com
MarkWright President&CEO
Apioneerinprovidingleading-edgecustomerreference managementsolutionsalongwithprogramconsultingservices, contentdevelopmentservices,andsupplementalstaffing services.
Targetbase,isapartofDiversifiedAgencyServices,adivision ofOmnicomGroupInc.,aleadingglobalmarketingand corporatecommunicationscompany.
Virgosys was started with the sole view to cater to elite customers who are looking for bespoke solutions and have the vision to use custom built stuff. We also believed as our customers grew we would follow the path with them, their requirements ever growing.
Started in 1994 as a true startup, Virgosys Software Pvt Ltd has grown from strength to strength and serves clients worldwide. We offer a mix of products and services, we have a few premium products viz Schookee – a premier ERP for educational institutions, ELMS a learning management framework which can help impart any companies training requirements. Both products are flexible to scale any enterprise requirement and functional requirements. Our core focus is to deliver solutions in Web and mobile space in various verticals.
Rajiv with almost 24 years of experience, is always looking for opportunities to contribute to the welfare of the society through his skills and capabilities.
Mr. Rajiv Saran Sharma, CEO, Virgosys Software Private Limited.
Innovationandtechnologyhasexplodedoverthe
pastcoupleofyearsandIndiahasseentheboomof startupsespeciallycomingupleapsandboundsin Bangalore,India.Ithas35%ofthestartupshareinIndia. WellIamspecificallygoingtobetalkingaboutArtificial IntelligenceorAIasit’spopularlyknown.AIand machinelearningarealreadydrivinginnovationand transformation.Theyareembeddedinhowwesift throughlargevolumesofdataandcontentandhowwe enhance,organize,connect,anddelivercontentand information.Theyaretheenginesunderlyingmanyof theproductsandservices.
AIcanbedefinedas“the capability of a machine to imitate intelligent human behavior”.Hugeamountsof researchisgoingintoimitatethehumanbehaviorand
usethatinformationforvariouspurposesfrom MarketingCampaignsandunderstandyour purchasing/decisionmakingpatterns.Thiswouldbe disruptiveintermsofnewproductswhichcanthenbe focusedonaspecificgroupofpeopleandconvinced moreeasilytobuythem.
SomeoftheadvantagesofAI:
Tesla
Mostofthemarewellknownandusedbymostofusin dailylives.Howmuchtheyhaveimpacteditsuptousto decide.
Sophiadeservesaspecialmention,sheisthefirst humanoidrobotcreatedbyHansonRobotics,Alphabet IncandSingularityNETwhichpowersherbrains.Sophia usesartificialintelligence,visualdataprocessingand facialrecognition.Sophiaalsoimitateshumangestures andfacialexpressionsandisabletoanswercertain questionsandtomakesimpleconversationson predefinedtopics.ThisshowshowAIhasprogressedto createarobotthatcanbehavelikeahuman,havea conversationandshowfacialreactions.SaudiArabiahas grantedhercitizenship.
HowAIwillimproveourlivesinfuture:
ΠImprovedGeriatriccare:Withtheshortageof medicsandparamedicselderpatientcarehasbeena painpointformostcountriesandgovernments.In nearfuturehomerobotswouldhelpinpatientcare andhelpinmonitoringtheirvitalsignsand informingthehospitalsoproactivemeasurescanbe takenallowingthemleadagoodlife.
AutomatedTransport:Wellallofusareawareof thedriverlesscarstestinggoingonandsoonthatbig stresswouldbetakenoffourshouldersallowusto utilizethattraveltimeinamoreproductiveway.
Ž Cyborg:Humanswillbeabletoselectivelyaddon computersandaddcapabilitiestooneselfto performbeyondlimitsandenhanceourcapabilities.
DangerousJobs:Advancedrobotswillbeableto replacehumansindangerousjobsandhazardous jobslikebombdefusingetc.
Friends: Peoplewhoarelonelyandfindithardto makefriendsmayenduphavingrobotsasfriends withwhomtheycansharetheirfeelings.
AIandHealthcare: AIprogramshavebeendevelopedandappliedto practicessuchasdiagnosisprocesses,treatmentprotocol development,drugdevelopment,personalizedmedicine
andpatientmonitoringandcare,amongothers. HealthcareremainsthetopareaofinvestmentinAIas measuredbyventurecapitaldealflow.
AIwillplayabigroleinthewayMedicalrecordsare usedinthefuture.Itwillcollect,storenormalizeand tracingitslineage,revolutionizingtheexistinghealthcare systems.
Anotheraspectisitwillhelpindesigningspecific treatmentplansforpatientsbasedontheavailabledata.
Assistinginrepetitivejobs,cognitiveassistantsarebeing builttoassistdoctorsindecisionmakingprocesses.
Precisionmedicine-WithAIthereisgoingtobeahuge impactongeneticsandgenomics.Genomicswouldhelp atfindingpatternsandlookingformutationssogene specificmedicationscanbegivenfortreatmentvarious diseasesandwouldbemoreeffective.
ConsofAI: WiththegrowthofAI,thatcouldalsoboosttheCyber crimesandtheratesofcybercrimeswouldgoup.Also peoplestandtoloosejobstoAI,inUKitsestimated1 out3standstolooseajobtoAI.
InIndiaaleadingITcompanydeployedAIandsome 900jobswerelostintheprocess.Thatshowsthatthe workforcemustconstantlykeepupgradingthemselvesto beemployable.
Inconclusioneverycoinhasaflipsideanditsuptousto regulatethenegativesandabsorbthepositivesfora muchbetterlifestylewherecanfocusonthefamily andcontinuetoenjoythebenefitsofITdoing themundanejobsevenorderingfoodwhen youneedit.
Dataisacrucialcomponenttoa successfulsalesoperation. Insurancecarriersand agenciesrelyondatatomanage marketingspend,trackagent performance,nurtureleads,maintain compliantprocesses,andretain membershipandclients.However, organizingandaccessingdataisnotan easytaskwithouttechnology.
Insurancecallcenters,agenciesand healthplansrelyheavilyonsale’sdata tosuccessfullymanagethesuccessof theiroperations.That’swherecustomer relationshipmanagement(CRM) softwarecomesintoplay ThesubsectorsofHealthcarelikeInsurance CarriersandBrokeragesarechallenged tosucceedwithoutthehelpofCRM technology
AgentCubedisaleaddistributionand CRMsoftwaresolution,specifically designedforhealth/life,Medicare,and P&C.Thesoftwaresolutionprovided bythecompanyimproveslead conversionandcustomerretentionby enablingautomatedleaddistribution workflows,integratedquoting,realtimecampaigntracking,anddetailed policymanagementtools.AgentCubed
providesintelligentleaddistribution workflowstobothcallcentersandfield agents.
Thecompanyhasspecificallydesigned itsservicesfortheInsuranceindustry Itoffersintegratedquotingand enrollmentwithinitsplatform,which acceleratesclients’leadconversionand customerretention.Inaddition,the robustreportingbyAgentCubed enablesitsclientstoaccessthedata theyneedinreal-time.
AgentCubedoffersawiderangeof eminentservicesthatallowinsurance carrierstotransformtheirbusiness withresoundingswiftness.
Lead Management and Distribution: AgentCubedintegrateswithover200 leadvendorsforreal-timeleadposting toautomateworkflowswithbusiness rulesdefinedbytheclient.These workflowsallowforintelligentlead distributionbasedongeography,lead priority,agentlicensingandagentskill level.Leaddistributiondoesnotstop inthecallcenterenvironment;
AgentCubedclientsareableto configurebusinessrulestodistribute leadstofieldagentsandrequirestatus updatesonthoseleadstomakesureno leadfallsthroughthecracks.
Quoting, Enrollment and Policy Management: AgentCubedprovides agentsinboththecallcenterandfield theabilitytoquoteandenrollhealth, lifeandMedicareproductswithinthe platform.Thenumberofcarrier integrationscontinuestoincrease providingagentsevenmore opportunitytocompleteaconsolidated enrollmentwithouteverleavingthe AgentCubedsystem.Theonline enrollmentsystemallowtheclientto getreal-timeaccesstoapplication statusandsalesperformance.
Customer Relationship Management (CRM): AgentCubed’sindustryleading platformeliminatestheneedfor multiplesystemsbyaccessingalllead andclientinformationinoneeasy-tousecustomerrelationshipmanagement platform.Theplatformwasbuiltwith featureslikeautomaticdistributionof follow-uptasks,built-incalendarand eventremindersforclients,andagent accesstotheirbookofbusinessto
continuallynurtureclients.AgentCubedisdesignedfor insurancethereforetheCRMfeaturesaredesignedforlead managementandpolicymanagementasthefocalpointof thesolution.
ChadHoganistheSeniorVicePresidentofQuotit ®Corporation andAgentCubed.InJune2017AgentCubed wasacquiredbyQuotit.Bothcompaniesareexcitedabout thecollaborationandaimtobring-forwardamazingsystem solutionsinthemarkettogether
Chadhasmorethantenyearsofexperienceintechnology leadership.PriortoAgentCubed,Chadwasthepresidentof acomputerconsultingfirmthatfocusedonnetworkingand Internetsolutionsforsmalltomid-sizecompanies, includingseveralinsuranceorganizations.Thisexperience allowedChadtorecognizetheindustryfuture.At AgentCubed,Chadoverseesalltheaspectsrelatedto generalbusinessoperations,includingproduct development,technologydevelopment,andcustomer service.Chad’scompassionateleadershipandprofessional astutenessisanundeniableaspectbehindAgentCubed’s fast-pacedgrowth.
ThecompanyhasbeenrecognizedasoneofthebestCRM solutionproviders.Itssolutionsareadoptedbymany carriersandagenciesacrossthecountry.HealthCompare, HealthPlanOne(HPOne),ASIPropertyInsuranceand VelaPointInsuranceareamongafew.
KyalMoody,SVPHealthCompare states “Before AgentCubed, we didn’t have a true line of sight into our day-to-day analytics. Additionally, we experienced a larger number of qualified leads, quicker conversions and an increased conversion rate after onboarding AgentCubed.”
HealthPlanOne(HPOne)drivesenrollmentandengagement outcomesforthenation’sleadinginsurancecompanies. TomWicker,SVP,SalesandOperationsHealthPlanOne, alsorecognizesAgentCubedavaluablepartnerandsays “AgentCubed’s lead distribution and the compliance aspect on outbound calls have had the largest impact to our business. At the end of the day, it’s about identifying what’s working and what isn’t. The analytics and reporting flexibility is really second to none.”
JanaBell,OperationsLeader,ASI,aPropertyInsurance company,admiresAgentCubedanditssolutions.She asserts, “AgentCubed is the complete solution for managing your agency. In addition, their support is fantastic.”
AgentCubedhaswitnessedexceptionalgrowthsinceits inception.Thecompanyhasalwaysemphasizedproviding premiumproductstoitsclientswhilebuildingtrusted partnershipsanddeliveringresultsontarget.Additionally,it aimstocontinuallyenhancethesystem,offeringinnovative solutionstoincreasethesuccessofsalesandmarketing. AgentCubedenvisionsexpandingitscapabilitiesfurther,in supportofthePropertyandCasualtyInsuranceindustryand strivestomakeamarkacrossvariousverticalswithits reliableCRMsolutions.
ANALECisaleadingglobal financialtechnologycompany thatempowersbroker-dealers andbankstotheirinvestmentresearch andclientservicingfunctionswith greaterefficienciesandbettercustomer engagement.
Thecompanycombinesdeepdomain knowledgeofthecapitalmarketsspace withitsabilitytoleveragethemost appropriatetechnologiestodesign workflowandprocessautomation solutionstogetthebestresultsforits customers.Ithasbeenplayingtherole ofa change agent inthestockbroking andcapitalmarketstheatresinceits inception,relyingontechnologyto drivebusinessprocessefficiencywhile enhancingitsclients’customer engagementcapabilities.
ANALEC’sresearchmanagementand CRMsoftwaresolutionsallowclients tobecomemoreproductiveinternally andmorecompetitiveexternallyinthe marketplace.
IndySarker,theCEOofANALEC, hasover20yearsofexperienceinthe industry.Heisresponsibleforgeneral managementandstrategicbusiness developments,whilestrivingto
continuouslydriveinnovation. Indystartedhisinvestmentresearch careerintheUKandalsoworkedfor DeutscheBankoutofHongKong.His extensiveknowledgeofclient servicingandinvestmentresearchwas accumulatedovera10-yearperiod workingforglobalinvestmentbanks. Indywasatoprankedanalystby InstitutionalInvestormagazineduring histimeasanequityanalyst.
Indyhasbeenaregularcontributorto variousforumsandRoundTable discussionsonissuesandchallenges facingtheinvestorcommunity(i.e., MiFIDIIregulations,digital engagementofcustomers,sustainable broker-dealerbusinessmodelsetc.).He holdsaMaster’sdegreeinEconomics fromtheUniversityofCambridge (UK)andaBachelor’sdegreein EconomicsfromtheUniversityof Delhi(India).
ANALEC’srangeofoutstanding productsuiteshasbeendesignedto helpitsclientsengagetheircustomers inwaysthatleadtoprofitableand long-lastingrelationships.
ANALEC’sproductsuiteconsistsof: ANALEC ResearchWise: An investmentresearchmanagement platformthatcaterstothespecific workflowchallengesofaninvestment researchorganization.Itdeliversthe followingcapabilitiesandbenefits:
Ÿ Ensuresqualitycontroland consistencyinbrandingand presentation.
Ÿ Centralizesfinancialandotherdata acrosstheorganization.
Ÿ Facilitatescontentauthoringandits automationtoaidanalyst productivity.
Ÿ Ensuresworkflowapproval disciplinealongwithregulatory compliancearounddisclaimersand disclosuremanagement,and internalchecksandcontrols.
Ÿ Promotescontentdistributionto multiplechannelsandcaptures analyticsonreadershipacrossthe clientbase,ensuringcompliance aroundMiFIDIIcriteriaaround “researchinducement”.
Ÿ Controlsdigitalaccessrightsin innovativewaystoprotectclients’ intellectualpropertyembeddedin theirresearchproductsanddrives useranalyticstogaugereadership andconsumptionpatterns.
Ÿ
Enhancestheorganization’sabilitytodeliveron bespokeclientservicerequestswithminimaleffortand resourceinvestment.
ANALEC ClientManager: ACRMthatisspecifically gearedtoaddresstheclientservicingchallengesofbrokerdealersandinvestmentbanks.Theplatformdeliversthe followingcapabilitiesandbenefits:
Ÿ IntelligentContactManagementcapabilityatthe individualserviceproviderlevelensuringeachresearch analyst,andsalesandtradingprofessionalhaseasy accesstotheirindividualclientlistsandtasksaround them.
Ÿ
ProactiveandinsightfulAccountManagement capabilitiesensuringclosealignmentoftheservice organizationtoaclient’sneedsandpriorities.
Ÿ Integrationacrossallcommunicationplatformsfora seamlessexperience–email,telephonyandmobility
Ÿ ManagementofhightouchserviceslikeRoadshowsand CorporateAccesswiththeappropriatechecksand balanceswithrespecttoMiFIDIIcompliance.
Ÿ
Integratedbuy-sidedatabasefromThomsonReuters providingintelligencearoundportfolioholdingsand contactinformationontheclientbase.
throughincreasedbusinessvaluetoitscustomers.The worldofcapitalmarketsisratheruniqueand,therefore, needsmorethantheone-size-fits-allapproachofmost standardCRMsolutionslikeSalesforce.comorMicrosoft Dynamics.
ANALEC’sCRMsolutiondeliverssignificantlygreater capabilitiestoitsclients,especiallyinthecontextofthe competitiveshiftstakingplaceintheworldofcapital marketsdrivenbytechnologyandregulatorychanges.Not onlydoesitfarewellintermsofcapabilitiescomparedto similarproductsinthemarketplace,butalsodeliversa significantlybetter(ROI)andtotal-cost-of-ownership.
ANALECisratheruniqueinthemarketplaceforits integratedinvestmentresearchmanagementandCRM offering.Ithelpsclientsonbothsidesoftheinvestment researchproductionprocess(anditsrelateddigitalcontent managementcapabilities).Collatedinformationisfedintoa CRMplatformwhichhelpsitsclientsengagetheirown clientelethroughaworld-classrangeoftoolsandanalytics toboostthecustomerserviceexperience.
Ÿ
Powerfulmanagementreportingcapabilitiestoensure proactiveclientservicingaswellastransparencyin resourceallocationinitiatives.
AccordingtoANALEC,itsdomain-centriccapabilitiesand easeofuseatthebusinessuserendisdrivingadoption
Overthelast5years,ANALEC’sservicesandcontributions totheindustryhavebeenrecognizedthroughaseriesof awardsandcommendationsatthecompanylevelaswellas forindividualproductsuites.Theorganizationisextremely gratefultoallitscustomersfortheircontinuingpatronage andcontinuestostriveeachdaytodeliveranincreasingly strongervaluepropositiontothem.
The primary goal of our research management and CRM software solutions is to make our clients more competitive and productive and, above all, help them engage their clients in ways that lead to longerlasting, profitable relationships.
― Indy Sarker CEO
Sincetheinceptionofcloudstrategies,thatbroughttheabilitytostoreandaccessdataatanywhere,andanytime,
theconceptssuchasTimeManagementgainedahighvalue,ResourceAllocation&Relocationbecamefeasible andtheoverallmarketvalueofthepractitionerorganizationsincreasedtremendously.
Among-stvariousprovisionsofthehightechnologyinnovationofourage,wecanidentifythethrongingarmof DocumentManagement.Inthepast,weallknowhowhecticthemanagementofnumerousdatathataredisseminated ondailybasiscanbe.Manyorganizationsalwaysloosevaluabledata,justbecausetheywerewrittenonapaper.Papers caneasilyburninfire,metalscanrust,butthecodesthatmakeupcloudanddigitalperipheralsofdocument managementareeternity
Thesecretbehindthegrowthofthedocument managementorganizationsofourageistheabilityto incorporatedigitalstrategies.Thisincludestherelocation oforganizationalandclientsdatatothecloud,and providinghigh-sensesecurityforthesame.
Thereare3keyfactorsthatwillfacilitatetheinnovation ofDigitalDocumentManagement; Consideringtheincreasingrateofinvestmentthatis flowingintotheDocumentmanagementindustry,and theover-allreturnthatisexpectedtosurfaceinthenear future,theorganizationswhosemajorresponsibilityto helpthemassesto managetheirdataare expectedtoberegularly innovative,theyshould alwaysimplementnew ideasandalsointegrate strategicmethodsto fortifythethoughtsof theirclientsandthe corporateworldwith suretyofcapability.
Toavoidstayingmilesbehindinthecompetitivemarket suchaswehavetoday,organizationsmustasamatterof factshiftfrompapertodigital.Theyshouldchangetheir managementstrategiestoincorporateeverything technicallypossible.Ifyouareinhealthcare,thenyou mustimplementtheEMR/EHR concepts.Youmust helpyourpatientstoaccesstheirhealth-relateddataondemand.
Cloudintegrationisatermthatmustbekeenlyavailable totheeverynookandcrannyofyourorganization.When youhavedonetheneededofmigratefrompaperbased tocloudanddigitalmediums,thenyoushouldensure thattheaccessibilityofyourvaluablesiseasyand friendly.Itisimportanttowatchtheimprovementof yourorganizationalprovisionswhileincorporatingthe digitaltendenciessothateveryangleofyour organizationwillgrowunanimously.
2.MergeStrategies,PartnerandCollaborateWhen Needed:
Itismuchappreciatedthatyourorganizationcanhandle therequirementstomanagenumerousdataatago,butif youwouldliketoexperienceahigherspeedandpossible
feasibilityinyourmigrationanddatamanagement,you mightwanttoinvolvesomeotherorganizationswhoare expertsinthisprocess.
Digitalstrategyisnotjustabouttechnologies,butalso theabilitytothinkfastandimplementeffectiveideas whennecessary Thisvalidatestheneedtoinvolvethe creativestrategiesthatmaycomefromyourinternal employees.Teachthemhowtocorporatebetteratwork, sothattheresponseratetotheclientswillalsoimprove. DigitalDocumentManagementisonthevirtual platform,buttherearepeoplewhoregulatethe requirementsoftheorganic users.Soencouragean environmentthatwilleasetheir workflow.
Ifyouhavethetechnology, infrastructureandstoragespace, butthereisnoonethatisready topayforyourservices,what willyoudo?
Makingyourprovisionstobe customer-focusedwillenable yourorganizationtoreachhighergoalsthattheymay haveset.Whileyouareexpectedtomakeyourstorage solutionstobemuchaffordable,easilyaccessible,and sociallyengaging,theneedforhighsecurityandsurety isalsorisingtothepeak.Digitaldocumentmanagement strategyincorporatesmoreofeasycommunication,and on-demandresponsetodisasterandthatisthereason, thenewageapproachtothisprovisionwillcontinueto leadtheindustry
Competitioninthisindustryisobvious,butyourmodel ofapproachandbusinesspresentationcanmakethe difference.Youdoneedtoimplementtheunknown,but considerableintegrationofthetestedandtrusted principlesofdigitalstrategiescandothemiracle.The abovelistedareasofconcentration,ifeffectively considered,willsteeryourorganizationviaalucrative routeindocumentmanagementconcern.Takeaction whilethetimeabounds.
Thesuccessofabusinessis drivenbytherelationshipit maintainswithitscustomer base.Clientsdonotneedtoworktoo hardtolearnaboutabusinesssince informationisreadilyavailableover theinternetnowadays.Ontheother hand,foracompanytogather informationpertainingtoitscustomers isadifficulttask.Ifandonlyifthe companyknowsitscustomerbase well,itcouldfacilitateaworking relationshipbetweentheboth.Thisis whyaneffectiveCRMtoolis inevitableforanybusiness.
CentraHubakaCentra Technologiesisadigital transformationsolutionsvendor operatinginthespaceofbusiness processautomationsolutionsfor vertical-specificdomainsaswellasin thegenericbusinessesspace.Asa solutionsvendor,thecompanyworks exclusivelythroughtheChannel Partnernetworkindeliveringits solutionstotheclientmarkets.
CentraTechnologieswasestablished in2015withavisiontofurther enhancetheCRMandHCMplatforms andbringthelatesttechnologyintothe currenterathroughthecloud,SaaS, andintegration-friendlysolutions.Its
portfolioofsolutionsincludesystems acrossvariousindustries,butnot limitedtorealestate(sales,leasing, facilitiesmanagement,owner’s associationmanagement,etc.), automotive(dealershipsales,leasing, carrentals,workshop,andgarage systems),education,healthcare, HumanResourceManagement Systems,andCRMsystemsforsales, presales,andserviceaswell.
Selectingandinvestinginanefficient CRMtoolhelpsanybusinesstotake customersatisfactionfactortoawhole newlevel.CentraCRMoffers multifariousfeaturesthathelpin identifying,understanding,and analyzingrelevantclientdata.Centra Huboffersnumeroustoolsthatenable companiestostayorganized.Someof thetoolsofferedbythecompany include:
Centra Auto –Itaddressesdealership managementsystems(vehiclesales& leasing),carrentals,andgarages& workshops.
Centra REMS –Itaddressesreal estatebusinessoperations management.
Centra CRM –Itaddressespresales andmarketing,sales,andservices domainsformostindustries.
Centra HCM –Itaddressestheentire journeyofhumancapitalmanagement fromrecruitmenttoseparation includingEmployeeSelf-Service OnlinePortals.
Centra EDU –Itaddressesthe educationindustries’operational managementaspects.
Centra Studio –Itprovidesaplatform onwhichvertical-specificsolutions canbequicklyandeasilydesigned, built,androlledout.
Centra Solutions Suite –Itisapanel ofsolutionsthatcoversover27 verticalsandindustries,withinwhich Centrasolutioniscurrentlyassisting itsusers.
ABriefLookattheCEO
NisithNaik,theCEOofCentraHub, bringswithhimawealthofexpertise withintheITsolutionsspacethrough anillustriouscareerspanningover25 years.Hisjourneyacrossthesalesand implementationofERPsolutions, specialtyprojects,anddelivering
verticalspecificbestpracticeshaspolishedhistechnocommercialprowess.Histrack-record,particularlywithin theMiddleEast,SAARC,andAPACregions,have showcasedhisstrengthinbuildingregion-specificbest practices,whileatthesametime,keepingtheglobal pictureinmind.
FacilitatingtheDigitalTransformationJourneyofthe Clients
CentraHubwasincorporatedwithakeyobjectiveof facilitatingdigitaltransformationjourneyofclientsacross theglobe,exclusivelythroughachannelpartnernetworkin therealmofbusinessprocessautomation.Thejourneyof thecompanyalreadyboastshundredsofcustomers,and thousandsofusershavealreadybenefittedfromthe transformationthattheproductsuiteprovides.The company’sphilosophystartedwiththefundamental principleofprovidingthisplatformasavehicleforthe channelpartnernetworktotransformitsclients’digital ecosystemsandaddvaluetothetoplinesandbottomlines oftheirbusinesses,whileatthesametimemaximizingthe potentialoftheservicestheyprovide.
Awards,Clientele,andmore Centra’scoreUSPsinclude,quickandeasydeployable solutions,vertical-specificreadytemplatesofprocesses& bestpractices,integration-friendlysystemarchitecture, SaaS&perpetuallicenseofferings,andcloud&onpremisedeployments,amongothers.
Thecompanyhascontinuallybeenconferredwith recognitionandawards;themostrecentofwhichisthe
ICTEmergingVendoroftheYearAward2017from“The Integrator – ICT Champion Awards.”
Centraholdsanillustriousclientbase,whichincludes reputedbrandssuchas Shapoorji Pallonji Group, Scania Trucks, Bajaj Group, KTM Motorcycles, and Suzuki Dealers.
Theshort-termobjectivesofCentraHubincludean aggressiveplanthroughahighlystructured,globalstandardPartnerProgramwithextremelyengagedpartners inpenetratingandprovidingimpeccablesolutionstothe MEA,APAC,SAARC,andNorthAmericaregions.This, inturn,willamplifytheproductcapabilitiesandfurther honeinonhighlyevolvedstandardsofprocess-centric businessgovernanceintherealmsofrealestate, automotive,healthcare,education,retailandtrading,and projectmanagement.
Inthelong-term,Centrawillfurtherexpandtherangeto coveralargervarietyofindustries,manyofwhichare alreadybenefittingfromCentra’ssolutions,tocreatehighly standardizedproductsinthosedomainsaswell,including aviation,government,professionalservices,and manufacturing,amongothers.
Our key objective is to facilitate digital transformation journey of clients across the globe.
― Nisith Naik CEO
Everybusinessunitrelieson creatingandmaintaininglongtermrelationshipwithits customerstoraiseitsstabilityin today’scut-throatmarket.Customer expectationsarenotlimitedtothe productsorservicestheyreceive;they alsoneedaface-to-facebusinessin whichtheycanreceiveexactlywhat theydemandinquicktime.Customer RelationshipManagementisadecent conceptthatsolidifiesrelationswith customers.Atthesametime,itreduces costandenhancesproductivityand profitabilityinbusiness.ACRM systemisavastandsignificant platformwhichcanbeimplementedin smallbusinessesaswellaslarge enterprises.AnidealCRMsolution assiststhecustomersefficientlyand facilitatestheconcernedserviceswith adaptability Thesesolutionproviders, mostofthetimes,emphasizeon providingvariouscommunication departments,whichfurtheraccordsin developingcustomerrelations. However,cultivatingsuchOmnichannelsolutionstodifferenttypesof industriesisasweatingtask,andbegs forenduranceintermsofsustainingin market.
CompleteXRMisoneofthefew companiesthatunderstandthe expectationsofitsclientswithitsacute CRMplatform.Theculture-ofproductivityexperts,basedintheheart ofSiliconSlopes,Utah,developsa suiteofsoftwareproductsthatcombine technology,includingPocket Informant,PlanPlusOnline,EBSuite, andCRMRealEstate.Itsmaingoalis tohelpassociateorganizationsand individuals,aligntheirpurposeand activities.CompleteXRMhasand continuestodeliverserviceswith acknowledgeableswiftness.
CompleteXRM’ssoftwaresolutions arebasedontaskandtimemanagementmethodologies,helping itscustomersconnectproductivitywith purpose.Itofferscustomizable PlanPlus Online CRM serviceforsales professionalsandbusinessstart-ups, whichbidstheabilitytomanage customerandvendorrelationships throughaneffectivecommunication. SoftwareAdvicehasnamedPlanPlus Onlineasa“best-of-breed”Salesforce alternative.Forcustomersignificance,
thesoftwaresolutionshavebeen dividedintotwosimplifiedcategories.
PlanPlus Online Essentials:Itis productivity-basedsystemsoftware, especiallydesignedforbusiness leadersandgloballyrousing individuals.Theclientscanmanage theircommunications,build,and maintaintheirdatabaseandcaneven haveindicationsaboutconcerned sectorswithapproachingopportunities.
PlanPlus Online Business:The platformfacilitatescustomizableCRM forsmall,medium,andlarge organizations.Itcustomizesand standardizessalesofenterprises,and improvestheirbusinessprocessesby utilizingcommunicationandother managementfacilities.PlanPlusOnline Businesssoftwarechieflyfocuseson buildingandmaintainingteam accountability.Sucheffectiveteam accommodationcanwing organizationalperformanceand acceleratesalesgrowthsubsequently ThePlanPlusOnlineCRMcanscale fromsingle-usertosalesteam productivityandcanfurtherbe transformedtomulti-departmentsales andoperationsworkflow
Inadditiontotheseprimesoftwarefacilities,Complete XRMalsooffersequallyimportantadvancingfeatures, Pocket Informant and KPI Fire:-
Pocket Informant:It’samobilecentriccalendarandtask applicationwithaGTD(GettingthingsDone) methodology TheapplicationmanagesannualCalendar andorganizestasks,contacts,andnotes,whichuplifts actionplanswithbetteragility.PocketInformanthasbeen awardedastheBestBusinessandProductivityAppof2016 bypopulartechorganizations.
KPI Fire:It’saStrategyExecutionSoftwareparticularly developedforcompanieswithover100employees.The collaborativetoolcreatescascadinggoalsforcompanyand itsdepartments,andfurthertransfigurestheminto accomplishmentswithitseffectivemanagement.
KeithNorris,CEOandFounderofCompleteXRM,isthe ChiefoftheCultureofProductivitytribe.Heisanadvocate ofprocessimprovement,goalplanning,andplatform managementintheorganization.Heboastsanextensive experienceofovertwodecadesasanentrepreneur,sales manager,andoperationalheadwithinthestartup environment.Keithhasaresourcefulknowledgeinbusiness engagementprocessesfromextendingtorecruiting,andhas amanagerialastutenessineventproduction,sales, marketing,andsoftwaredevelopment.Theprofound capabilitiesofKeithhaveaidedCompleteXRMwith
substantialcompleteness.Thecomprehensivevisionaryis alsoasuccessfulauthor,realtor,triathlete,hockeyplayer, andalifelongentrepreneur.Heexclaims, “When you can connect what you do all day with why you do it, you’ll discover new energy, focus, and determination.”
TheuniqueSoftwareasService(SaaS)platformbelieves thatatmosphereofworkplaceevolveswhengroupof peoplegathertogethertoevolveinthecultureof workplace.Thelackofpositivecultureincompanyoften resultsinhighturnover,lowqualitywork,andincreased stress.Hence,itisimportanttohaveacultureinthe companywhichmotivatesandempowersemployees,and enhancesproductivity.Thus,smartglobalcompaniesinvest inbuildingculturalproductivity
CompleteXRMhelpsorganizationsthrivebyidentifying, articulating,andimprovingthebuildingblocksofculture suchas:SharedValues,EffectiveCommunication,Habitsof Effectiveness,RitualsandRoutines,andSystemsand Processes.
Thesefeaturesevidentlyholdacredibleimpactoncustomer relationship.Thecompanyaimstoaddunequaled perceptiontosuchconcernedfeaturesandspurthegrowth ofcorporateculturewithmaximumproductivityand effectiveness.
We strive to provide a suite of software-as-aservice solutions that help companies as well as individual leaders to define their culture and processes, and empower them to perform with maximum productivity and effectiveness
― Keith Norris CEO & Founder
ThegrowthoftheFintechecosystembroughtwithit aninfluxofPaymentServiceProviders(PSP). Thesenewarrivalsarechangingthewaythe industryisservingandinteractingwithitscustomers.
Itdoesn’tmatterifyouareaB2CoraB2Bcompany,you arenowfacingamoreinformed,savvier Customer/Merchantwhoislookingnotjustforthebest pricingbutforthebestvaluefortheirmoney.
Thisevolutionofthecustomerrequiredtheserviceprovider toevolveaswell,simplytokeepup.Providershavehadto consideradditionalservicesaspartoftheirvalue proposition–notalwaysaneasytaskforcompanieswith limitedresourcesandlegacysystems.
Themarketbecamemoreaccessibletoyoung,freshbrands offeringagileandinnovativeapproachestopayments. Manyveteranplayershavebeenlefttofollowtheirleador risklosingbusiness.Customerstodayarelookingforfaster onboarding,fewerquestionsandmoreservicesoffered instantly,from“one-click-checkout”totheabilitytologin withsocialnetworksandeveneasywaystoshareexpenses onthego.
PaymentServiceProviderSquareisanexcellentexample ofaPSPwhoactedquicklytorespondtocustomerdemand. SquarestartedoutwiththeircardreaderandMPOS,then quicklyexpandedtheirservicestoecommerce,scheduling andmanymoreoptionsdesignedtohelpSMBs(Small MediumBusiness)expandandscaletheirownenterprises. Square’seaseofusehashelpedthousandsofmerchants improverevenuesandtakecontroloftheirdaytoday activity
AtCoriunder,wehavebeenfocusedonthePSP-As-AStartup(PAAS)approach,wherethePSPischangingtheir strategyandallocatingtheirbudgetstobecomemore
competitivewithnewer,moreagileproviders;thisledto anotherPAASapproach.Thisone hasbeenaroundfora whilebutwasn’tconsideredasanalternative;PaymentsAs-A-Service.Thisoptionpavesthewayforwhitelabel gatewayprovidersthathavebeenenablingthequicksetup ofaPaymentServiceProviderwithouttheneedofalarge technicalteamandthesecuritycertificationsthatcomewith it.
Themajorityofprovidersarefocusingonthelargenetwork ofacquiringbanksandalternativesolutionsinsteadofon theflexibilityneededforthePSPtobuildhisclientbase. Butit’snotjustaboutthepayments.
Ourapproachisslightlydifferent;webuiltaBAAS (Backend-As-A-Service)modelthatgivesourclientstools tomanageCustomers(Cardholders/Users),Merchants, Affiliatesandeventheirownemployees.Thisprovidesour clientswitha waytobuildappsandservicesaspartof theirofferingandtomanagethebillingand“standard” servicesallwithinone,PCILevel1certified,management suite.
ThisapproachmadePaymentsan“Add-on”tothePSP’s serviceandnotthemainservice;weseesomeclients expandingourMerchantManagementPortaltoallow schedulingandinvoicing.Otherusersarebuildingriskand fraudtoolstoextendtheKYCchecksandtransactions monitoringtheyhaveinplace.
WeserveasahubthatprovidesthePSPwiththeoptions theyneedtointegratetoeveryserviceprovidertheywish to.Together,theycancreateintuitiveworkflowsthatbetter servetheirbusinesslogic.
Anevolutionofacustomercomeshandinhandwiththe evolutionofthe“Fraudsters”.Inmanycases,thePSPisleft exposedonbothfronts;theyneedtobothcatertothe
customerandcombatfraud. ClientsadoptingBAASare usingtheBackendsolutiontomanagebothtransactionsand customers,sotheynowhavetheabilitytointegrateRisk andFraudtools.Inmanycases,theycanevenbuildtheir owncustomtoolstodefineworkflowsthathelpthembetter mitigateriskandmoreeffectivelyfightchargebacksand fraud.
Weseethestrugglesofourcustomersasasharedchallenge, soweofferaC2C(Client-to-Client)integrationaspartof thecorefunctionality,brandscanhelponeotherfind solutionsmorequickly WithC2Cintegration,additional revenuestreamscanbeestablished,asclientsdeveloping newservicesorexpandingtonewterritoriescanassistone anotherwithgrowthandopportunity
Whenwelaunchedourserviceweaimeditatstartups lookingtobuildtheirideaontopofourBackend;wesoon welearnedthatthePSPmarketwasindireneedofa servicelikeours.WearenowservingPaymentService Providersglobally,withpartnersbasedinHongKong,the UnitedStates,Cyprus,Malta,CostaRicaandmore.By addressingtheneedsofthisrapidlygrowingindustryand
helpingclientscreateinnovativecustomsolutions,BAAS canresolvethedilemmafacedbytheaveragePSP.
AboutCoriunder:
CoriunderisaBackend-As-A-Serviceplatformforfintech andecommercecompanies.Whateveryourservicesmight be,Coriunderprovidesyouwithreachmanagementtoolsto monetizeyoursolutionandenablesyoutoexpandglobally withourPaymentoptimizationtoolsandasinglepointof integrationforallofyourservices.
Withover300availableintegrationstoacquiringbanksand serviceproviders,CoriunderisthelogicalBackend-As-AServiceforthePaymentServiceProvider
Eliad Saporta is the Managing Director of Coriunder. With a background in law and an MBA in finance, Eliad has always been drawn to product management and design. He worked as a consultant for various companies, assisting them in their efforts to build products in the payments ecosystem. Today, he helps entrepreneurs not only by assisting them, but also by offering the right tools and services for building their vision.
Whethermovingina driverlesscarordeliveran e-commerceproductat customersdoorstep.“Location”plays animportantrole.Thereisasignificant dimensionof“Location”inevery businesstransactions.Locationcanbe anaddress,aserviceboundary,asales territory,oradeliveryroute.Therefore location-specificdataanditsanalytics arehighindemandamongvarious enterprises.Analyticsoflocation-based datahelpsanorganizationtoearnmore profitandalsocontributeinmaking operationalactivitiesmuchmore efficientandfaster.Enterprisesfrom differentdomains,therefore,now startedusinglocation-baseddata analyticsapplication.“Spatial Intelligence”isoneofthem.
SpatialIntelligence SpatialIntelligence(SI)isan applicationofGISandisalsoknown asLocationIntelligence.Spatial Intelligenceistheprocessofderiving meaningfulinsightsfromgeospatial datacapturedbyGIS.Withmany differentobservations,patternsget discoveredwhichhelpabusinessto
takebetterdecisions,optimizetheir businessoperationsandincreasetheir profits.
GISstandsforGeographicInformation System.GISisasystem,whichis designedtocapture,store,manipulate, manageandpresent“Location” specificdatatoitsendusersin graphicalformat.Itisasystemwhich comprisesofsoftware,hardware, people,data,andmethods.
GISsoftwareletsanorganizationto producemapsandothergraphic displaysofgeographicinformationfor analysisandpresentation.GISismuch morethanacontainerofmapsin digitalform.GIShardwarehelpsto captureanimageandotherdigitaldata foraparticularlocation.Peoplearethe endusersofGIS;itcanbeGIS technicians,managers,administrators, etc.
Itisgenerallyknownfactthatmore than80%ofalldatahasalocation
elementtoitandthatlocationdirectly affectsthekindofinsightsthatyou mightdrawfrommanysetsof information.Bycarryingoutaspatial analysisofthisdatausingvaried businessintelligence(BI)tools, decisionmakerswillabletobetter understandthepast,currentand forthcomingaspectsofbusiness operationstoderivevaluableinsights andmakemosteffectivedecisionsfor theirbusinesses.
Mostofthetimeenterprisesrequire customer’sdatarelatedtospecific locationstoknowincomelevels, educationalbackground,buyinghabits ofpersonsresidinginaspecificarea whichhelpsabusinesstofinda probablelocationwherethatparticular businessgetflourished.
SpatialIntelligencederivesmeaningful observationsforanexistingbusinessas well.Inwhichareasanorganizationis performingwell?Whicharethe underperformingareas? Whicharethe areaswhereacompanyneedstofocus immediateattention?Thereisaseries ofmanyimportantquestionsrelatedto
abusinessgrowth.Spatialintelligence hasthepotentialtoderivemeaningful answerstothesequestions.
Spatialrelationships,patternsand trendsrevealpricelessbusiness intelligenceandbringeasy-tounderstandvisualizationtobusiness applications.Thepoweroflocation intelligenceenablescompaniesto identifyandincreasewherebusiness performsstrongerandcutdownon failingassets.
SpatialIntelligenceisGetting RecognitionamongDifferent Enterprises Companiesfromdifferentverticalsare takingSpatialIntelligencevery seriouslyandinvestinghugemoneyon it.Traditionalplayersofthegeospatial industrylikeEsri,HexagonandPitney Bowesareworkingwithspatialdataon alargescale.Apartfromthese companiesmanyhard-coreIT corporationslikeOracle,Microsoftand IBMarealsoventuringintospatial analyticsatfullthrottle.Forinstance,
byintegratingEsri’stechnologiesinto AzureIoTSuite'spreconfigured solutions,Microsoftisempowering customerstogainvaluableinsights aboutwheretheirassetsareandwhat theyaredoingatalltimes,anywherein theworld.
Whichsectorsaregainingfrom SpatialIntelligence?
Therearetwocategoriesofbusinesses whichareusingSpatialIntelligence. Thefirstsetisofthosebusinesses whicharenaturallyembeddedin
geographiesliketransport, telecommunication,orrealestate, whichabsolutelydependonlocationbasedinformation.Thesecondset comprisesofthegroupofuserswho notessentiallyusegeospatialdataon aneverydaybasisbuttheystilldepend onitforbetterperformance.These wouldberetailers,insurance companiesandbanks.
Let'senlightenhowthesesectorsare gainingwithSpatialIntelligence:
Logistics:Tochecktheconsumption rateofaparticularproductona particularlocationhelpwarehouse managementtodetermine,whichstock isneededonaprioritybasis?Thusit helpsalogisticcompanytomaintain demand-supplyratiowithoutany caveat.CompanieslikeUnitedParcel ServiceandFedExareaugmenting deliveryroutesusingspatialanalytics.
Transport:Todeterminetheshortest andfastesttransportationroutesfor delivery,SIisveryhelpful.Apartfrom this,italsoprovidesdirectionto travellerswhiledriving.
RealState:Manypeoplebuyahouse basedonthelocation.Peopleprefera locationwhichisneartoahospital,a railwaystation,schoolsetc.Spatial analyticsprovidesresearch,analysis, andpresentationofeachprospective site.Ithelpsindeterminingidealsites fordevelopment.
Telecommunication:Inanalyzing rivalsnetworkcoverage,actual bandwidth,potentialareatotapnew businessopportunity,SIisreally helpfulfortelecommunication.
Energy:SpatialIntelligenceishelping energyindustrytoidentifythepotential locationforenergyexploration.
Retail:Spatialanalysisishelpingthe retailindustrytomaintainstock delivery,storemanagement,inventory management,marketingandsales.
AdvertisementIndustry:SIhelps AdvertisementandPRagencyinorder tofindpotentiallocation,toinstall billboardsothatitgetsmaximum views.
Healthcare:Toidentifyingthose locations,whicharemorepronetoa certaindisease,SIprovidesvaluable inputstothehealthofficialstomake policyandadministrativedecisionsto controlepidemicdiseases.
Airportsandairlines:Airtraffic controluseSItotrackflightoperations withgreateraccuracy andefficiency.SI helpsairlinesto rerouteflightpathin caseofanemergency. Italsohelpsin optimizingfueland staffcost.
Government agencies:Notonly privatecompaniesbut manygovernment agenciesarealso usingSI.Defense agencies,town planningdepartment orpublicdistribution systemallareusing SIforbetter administrationand efficientoperations.
InsuranceCompany:Climateisnot underanyone’scontrolbutpoliciesare. Droughtandhailstormhavebecomea commonphenomenonsincelastfew decades.Droughtandhailstorm contributetolarge-scalecropdamages. Cropinsurancehasgainedpopularity duetodroughtandhailstorm.SIhelps insurancecompanytopredictin advanceaboutfutureclimatebehaviors foraparticularlocationandhelpsthem inmakingcropinsurancepolicyand promotionaswell.
Humansthinkvisually,therefore spatially.Duetovisualdecoding, comparisonofdataandinvaluable businessinsights,SIhasalreadymade inroadsacrossvariousenterprises. Withmanyemergingtechnologieslike crowdsourcing,humangeographyand visualanalytics,dominanceofSpatial Intelligencewillonlygrowfurther.
Microsoft’s Go-to-Partner for Office 365, Dynamics 365, and Power BI — in the Cloud.
Thedigitalworldisadvancing atamazingspeed—andit’s allconnectedtothecloud.To succeed,businessleadersmust embracedigitaltransformationand findnewtechnologytoconnect people,data,andprocesses.
Organizationsneedtherightdata,in therighthands,attherighttimeto maketheirmarkinrapidly-changing markets.Tomakethesecrucial decisionsyouneedthetechnological toolsthatcancombthroughthedata clutterandprovideyourorganization acompleteend-to-endsolution.
JourneyTEAMisaMicrosoftGold CertifiedPartnerthatfulfillsthe technologyneedsofsmall,medium, andlargeorganizations.The company’sexpertconsultantsdive deepintothedynamicsofan organization,andsolvecomplex issuestoimprovesales,marketing, productivity,collaboration, accounting,andsecurity.Foundedin 1993,JourneyTEAMisheadquartered inUtah,withotherofficesaroundthe country
Office365andDynamics365:The PerfectMatch
Asinnovativetechnologiesemerge, theworldofbusinesscontinuesto
shiftandevolve.Keepingupwith thesechangesisn’teasy.Tosucceed, yourorganizationneedstheright tools.
TheMicrosoftOffice365suiteisfar andawayoneofthebesttoolsfor maximizingyourcompany’s productivity Therearealotofthings toloveaboutOffice365:youcan accessitfromanylocation, collaborationbetweenteammembers iseasy,andyourdataisalways secure.And,mostofall,Office365 connectsseamlesslywithyour existingDynamics365CRM.
JourneyTEAMhasdeepexperiencein helpingorganizationsintegratethese toolsintohowtheycurrentlydo business.Let’slookatwhyOffice365 istherightchoiceforyour organization.Then,we’llexplorehow itcanintegratewithDynamics365 andhowJourneyTEAMcanhelpyou leveragethemaximumefficienciesout ofthesetools.
OneofthebestthingsaboutOffice 365isitsportabilityandaccessibility Youdon’tneedtoworryabout syncingbetweendifferentdevicesand
locations,Office365doesitforyou. Whetheryou’reworkingona documentinWord,anExcelsheet,or anOutlookemail,youcanrestassured thatyou’llhaveaccesstoitanywhere andeverywhere.Needtothrow togetherapresentation?Simplygraba PowerPointfilefromthecloud,and you’reinbusiness.
Whetheryourorganizationislargeor small,yourteam’sabilityto collaborateefficientlyandeffectively canmeanthedifferencebetween successorfailurewithanygiven project.Office365understandsthis, andMicrosofthasmadeiteasyfor yourteamtoworkside-by-side,even ifitsmembersareseparatedby thousandsofmilesofphysical distance.ThankstoSkypeMeeting Broadcast,Delve,SharePoint,and otherOffice365apps,youcan collaboratewithease.
Nomatterwhatfieldyou’rein, runningabusinesscanbeachallenge. That’swhyit’ssoimportanttochoose asoftwaresolutionthatminimizesthe numberofthingsyouhavetoworry about,likethesecurityofyourdata. Office365offersbuilt-insecurity
features,includingprivacycontrolsandcompliancetools. WithOffice365,you’llneverhavetoworryaboutthe safetyofyourdata.
IntegrateBusinessAnalytics
PowerBIallowsyoutouseanydata,fromhundredsof sourcestoeasilycreatecompelling,interactive visualizations.Customizeyourvisualstofityourbrandand youraudience.JourneyTEAMhaslocalconsultantsthatcan helpyoualongtheway.Edit,update,orrefresh visualizationseasily.Choosewhenandwhatyou share—andempoweryourcompanywithrealtime information.
OfallthereasonsthatOffice365issuchagreatchoicefor yourbusiness,thishastobeatthetopofthelist.Office 365integratesquicklyandeasilywithMicrosoft Dynamics365CRM,FinanceandOperations,Field Service,Talent,CustomerService,SalesandMarketing, andtheentireMicrosoftstack.
Whatdoesthislooklike?Let’stakeanexample.Youget anemaildeliveredtoyourinbox,andyouneedtotrackthe customerdataitcontains.Whethertheemailcomesfroma leadoracurrentclient,allyouhavetodoisselectthe CRMtrackingoptioninOffice365.Asaresult,customer dataisautomaticallysyncedwithDynamics365CRM.It doesn’tmatterwhatdeviceyou’reusing,either Whether you’reonyourlaptop,yourofficecomputer,oryour phone,allittakesistheclickofabuttontointegratenew customerdatawithyourDynamicsCRM.
ThankstoitsseamlessintegrationwithDynamicsCRM, Office365candramaticallyimproveyourorganization’s
efficiencyandworkflow Areyoureadytolearnmore abouthowOffice365canworkforyou?Contact JourneyTEAMnowtosetupafreeconsultation!
Whenitcomestostand-outexecution,BrianTenney, CEOofJourneyTEAMtopsthelist.Heisaninspiring leaderwhohasbeenafaceofchangeinthetechindustry. Brianhasthetenacitytowin,andtakesasmartand strategicapproachtoproblemswhileempoweringothers toachievemore.
Brianhasthegifttogroworganizations.Hehashelped JourneyTEAMbolsterupintoMicrosoft’sgo-topartner fordigitaltransformation.Brianhasaknackforcreatinga compellingvisionthatsetsacleartechnologyroadmapto empowercompaniestoaccomplishtheirshort-andlongtermgoals.Theendresultisimprovedbusinessefficiency, thepowerofcloudsolutions,andaclientlistofawardwinningbusinesses.Brianhasworkedinthetechnology industryforyears,withrolesinmarketing,sales, operations,andconsulting.Heisaregularcontributorto technologyfocusgroupsandsitsonvariousboards, includingatMicrosoft,Okta,SharePoint,CRMUG, Cybersecurity,AzureCloudStrategies,UtahTechnology Council,andERPSolutions.
ContactJourneyTEAMtodayformoreinformationanda FreeJourneyMAP(TechnologyMappingAssessment)of yourcurrentsystems.Wehavesolutionsthatwork. Journeyteam.com
JourneyTEAM is your Microsoft Go-to-Partner that advances businesses and the lives of others through technology and digital transformation.
― BrianTenney CEO
Asbusinessesseekhigher returnsontheirmarketing budgets,theirinvestmentsin salesandserviceprogramsand customerrelationshipmanagement (CRM)softwareisseeingdramatic growth.Modernenhancedofferings includingdataanalyticsandsocial CRMapplications,mobile functionality,aswellasgamification features.
Rapid,continuousadvancementsin informationtechnologyhaveledtothe creationofdynamic,real-time CustomerRelationshipManagement (CRM)systemsthatincreasethe qualityofinteractionbetweenclients andcustomers.
Whenitcomestotransitioning businessesfromlegacyCRMsolutions tothedigitalage,fewcompaniescan matchNipponDataSystemsLtd.
NipponDataisanIT-enabledbusiness solutionsproviderwhichdelivers clientscompetitivebusiness advantages.Ithasbuiltastrong foundationofsuccesswithsustainable growthaccompaniedwiththeyearly incrementaldevelopmentoftheirIT solutionofferings.
Nippon’srevolutionaryERPproduct, NEWTON Enterprise Suite,helps clientstoadoptEnterpriseResource Planning(ERP)thatcanbe
implementedfasterthananyother solutionavailableattheprice.
Amyriadoflimitationsoftraditional ERPsystemshaveledtotheir increasinginabilitytomeettheneeds oftoday’sdisruptivebusiness environment.Theseshortcomings pushedHarishKumarSaraf,aserial entrepreneur,toconsiderhowtomake ERPsystemseasilymanageable.
HarishKumarSarafistodaythe CEO&FounderofNipponData Systems.HeholdsaB.Techdegreein ComputerScienceandisagoldmedal holderinacademics.
Fueledbythemotivationofserviceto humanity,thekeenentrepreneurial spiritinHarishKumardrovehimto returntoIndiafromtheUStoestablish NipponDataSystems.Hesetup NEWTONERPwithhisteamandlater builtotherbusinessapplicationswitha uniqueapproach.
Mostfirmsofferproductsfromonly thecompanieswithwhichtheypartner asthebestsolutionsfortheirclients.At NipponData,whichconsidersthe expertiseofitsconsultantsitsmost importantasset,theyoffertheverybest objective solutiontotheirclient,not justwhattheyhaveonhand.
Thecompany’sin-depthexperience withleadingERPandCRMcloudbasedproductsenablesthemtocreate tailoredsolutionsforclientsfromall industries.Nipponoffersacomplete systemforanalyticsvisualization, enablingcustomerstoidentify relationshipsandpatternsindatathat aren’totherwisereadilyevident.
Thecompany’sindustry-specific solutionsinclude:
NEWTON ERP -Thissoftwareis availableinbothon-premisesandoncloudversions.Itcanhandlethe informationmanagementneedsof enterprisesoperatingindiverse businesssegmentsrangingfromsinglelocation,single-productoperationsto multi-location,multi-product,multifactory,andmulti-divisionoperations.
NEWTON CRM – Alsoavailableinonpremisesandon-cloudversions,thisis thesolutiontoautomateallfinancial andnon-financialneedsofabusiness whichconsumedisproportional resourcesandhindergrowth.
NEWTON SCM - Thisisthe combinationofartandsciencethat goesintoimprovingthewaya companyfindstherawcomponentsit needstocreateaproductorserviceand deliverittocustomers.
Technical Professional Services –Nipponprovidestechnicaland
engineeringpersonneltoitsclients.Thecompanyhasan extensivedatabaseofpre-screenedcandidatesandoneof thehighestretentionratesintheindustry.
Cloud Infrastructure Services -Theircloudconsulting providersgiveacloudroad-mapthatmovesthecustomer frompilottoproduction,helpingthemcomparedeployment optionslikepublic,personalorhybridcloudsfortheircloud assistancerange,includingIaaS,PaaSandSaaS.
Business Intelligence & Analytics -NipponDataspecializes inBusinessAnalyticsandenablesvariouscompaniesto managetheirclients’dataandleverageittomakebusiness decisions.
NipponDataSystemswasestablishedwithanobjectiveto provideBusinessSoftwaresolutionsandITConsultingto itscustomersandserveasaone-stopshopforalltheirIT requirements.
Itsmissionistoenhancethebusinessenterprisegrowthof itsclientswithcreativedevelopmenttodelivermarketdefining,high-qualitysolutionsthataddvalueandgiveits clientsareliablecompetitiveadvantageovertheir competitors.
Thecompanystrivestoprovidethebestsoftwareprogram solutionswithqualityservicesataffordableprices.
Nipponisdedicatedtohelpingclientsachievetheirgoals withsmart,effective,andscalablecloudsolutions.Two specializedserviceshavebeencreatedtohelpitsclients achievebusinessimprovementssuchasimprovedmetrics, monitoring,andleveragingopportunities:
Newton SIMPPLIFY - acompletesuppliernetwork managementsolution.Thesolutioncoversentire
transactionswithsuppliersfrombudgetplanningto requisitionstopurchaseordertosupplies.Itprovides AuctionandReverseAuctionfunctionalitiesaswell.The SIMPPLIFYPlatformisuniqueinthesensethatitprovides integrationwithyourback-endERPandothersoftware applicationswhererequiredtomaketheinteractionswith supplierscompletelyseamless.
Newton E-Skilling: - TheNEWTONSkillManagementand DevelopmentSystem(SMDS)providesanend-to-end solutionforimplementingandmanagingtheentireSkill ecosystem.Someofthefeaturesofthesystemare: Ÿ
Affiliationandaccreditationoftrainingpartnersand trainingcenters
Sectorskillscouncilmanagement
Jobrolesdefinitions
Schemesdefinitions
Continuousmonitoringoftrainingcenters
Nipponseesthattheindustryisdevelopingrapidly,which meanscustomerswillbelookingforprocessenhancements tobecomemoreefficientandproductive.
Thecompanyhassetgoalstokeeppacewithtechnological advancements.Theirshort-termgoalsincludehosting promotionalevents,expandingintonewmarkets,more teambuildingandincreasingbrandawareness,whilethe long-termgoalsincludeobjectiveslikeincreasedsales, widerbrandrecognition,thecreationofastellarreputation andanenhancedsocialmediafollowing.
We all crave high-end professionalism when it comes to looking for development of the organization. Be it outsourcing or development within the firm, it is important to get the best results to retain existing clients and attract newer ones and let the business flourish without boundaries.
― Harish Kumar Saraf CEO & Founder
Forcenturies,humanshavehadapropensitytopittwoormoreteamswithdistinctivefunctionalitiesagainsteachother –evenwhentheyareonthesameteam.Thisdynamiccanbewitnessedevenintraditionalbusinessenterprises, betweensoftwaredevelopersandoperationalstaffers.
TherivalrybetweenDevandOpshasbeenprevalentfordecadescausingoneofthemostprominentchallengesfor organizationstomanagetheirITcapabilities.Overcomingfromthisriftandidentifyingeachotheraspartnersratherthan rivals,canbecrucialforabusinesstoattainsuccess.Butduetoopposingpriorities,africtiongetscreatedwhentheyare combined,makingitevenharderfordevandopstocommunicateinanefficientmanner.
ConflictbetweenDevelopmentandOperations
Althoughthereisn’tanydoubtconcerningthevarioustechnicalaswellasbusinessadvantagesthatanorganizationcanreap uponcombiningDevandOps,buttheycompriseofentirelyuniquegoals,metrics,andapproaches.
Developmentprimarilylaysfocusonproducingnewsystemsandapplicationsandensuresthatcustomersget tousethesameasfastaspossible.Onthecontrary,operationslookfromadifferentaspect altogether;whereintheyprimarilyfocusonensuringaspeedyandbug-freestablesystem.
Additionally,bothdevandopsstrivetowardsachievingasimilargoalofmakingtheir customersfeelhappyandsatisfied,yettheyutilizecompletelycontradictingapproachestoreach thatpurpose.Ononehand,developmentaspirestoimpressitscustomerswiththeirnewenhancements. Whereasontheotherhand,theoperationalteamwantsitscustomerbasetouseastableandtestedsystem –freefrombugsandoperabilityinconveniences.
BeforeDevOpscameontothescene,bothDevelopment andOperationsworkedinanisolatedmanner.Theonly timetheycrossed-pathswereduringthereleasephase.The developmentteam,alreadynotifiedaboutthereleasedate, intendedtointerjectsomenewandadditionalfeatures beforethetimeofrelease.Whereastheoperationalteam knewfrombeforehandwhetherthecurrentreleaseversion hadanyneworadditionalfeaturesinterjected.Thisway, beforedeployingthereleasetothecustomer’ssite,theOps teamperformedrigoroustestingtobesatisfiedwithits stabilityandoperabilityandonlythenpermittedits deployment.
ThearrivalofDevOpsanditsriseinadoptionledtoa paradigmshiftfromthisculture.Developersnownolonger needtowaitforareleasedatetobring-forwardnewand enhancedfeatures.Instead,theyhavethecapabilityto releasenewfeaturesonaregularbasisbyusingtheconcept ofContinuousIntegrationandDelivery Thishasprompted developerstoemphasizethattheoperationteammust managethisregularflowofnewfeaturesimperatively beforeitgetsdeployedtothecustomer’ssite.Butthis approachgaverisetoanewproblem,asOpshavetodeal withapipelineofreleasesataregularintervalduetothis. Theynowneedtobeextremelyattentiveandcarefulabout thequalitytestingofthesystemsasthedeployedbuildson thecustomersitemayormaynotbeentirelyfreefrom bugs.
Themostfeasibleandobvioussolutiontothisopposing frictionisthesynchronizationbetweenDevandOps, popularlytermedasDevOps.CoinedbyPatrickDebois, knownas“thefatherofDevOps,”DevOpsisanoperational philosophythathelpstobridgethegapbetween DevelopmentandOperationsbyemphasizingupon integration,collaboration,andcommunication.
Itisthemostsalientmethodologythroughwhichan organizationcancheckandassureabalancebetween developmentandquality.Inordertoreachanequilibrium pointinthisresolution,bothDevandOpsneedtoembrace theDevOpsmethodologiesbymodifyingtheiroutlookand theirwayofworking,asfollows:
FromtheOperationsPerspective
Ÿ
Extensivemonitoringofallrunningenvironmentssuch asstagingorproduction,soastoreactandpreventany issuesfromcroppingupandspreading,respectively. Ÿ Operationsneedtobemuchmoreflexibleintheir approachinacceptingregularorfrequentchanges. Ÿ Operationsshouldfacilitateaneffectiveandhealthy collaborationwiththeDevelopmentteam.
FromtheDevelopmentPerspective. Ÿ Soundengagementneedstobeperformedtoassessthe qualitymetricsthatOpsemphasizeson,totrackcustomer productionsystemsandquality. Ÿ Devneedtobemoreinvolvedwiththetestingoftheir owncodeintheproductionphaseinsteadofleavingout fromthefieldafterwritingthesystemorapplication code.
Ÿ Developersshouldfacilitateaneffectiveandhealthy collaborationwiththeOperationsteam.
Hence,itcanbesafelyexclaimedthatbothDevandOps teamneedtochangesubstantiallyintheirfunctioningand outlooktosuccessfullyadopttheDevOpsmethodology AdaptingtoDevOpscultureisbynomeansasilverbullet, asitbringswithitselfaconsiderableamountofchanges. Butuponsuccessfulcommunicationbetweendevelopers andoperators,anorganizationwillbeabletoreap significantadvantagesthroughthesame.Thebattlebetween DevandOpsmaycontinueforyears,butDevOpshasthe distinctcapabilitytobridgethegapbetweenthetwo.
Inthesoftwareindustry,customer referencesarevitalforrevenue growth,butatthesametime,the referencerequestcanbecomeabig hassleandsourceofinefficiencyfor thesalesperson.Toaddressthis customerreferencedilemma, companiesneedtorefinetheentire processofrecruiting,qualifying,and maintainingcustomerreference informationsothatgoodreference matchessurfacewithineach opportunity Tobeonthecutting-edge intheindustry,asoftwaresolution providershouldhavedeepdomain experienceanddevelopproductsthat areintuitivetouseandhighly configurabletomeetthespecificneeds ofadvocateprograms.Avendoralso mustlistentocustomerfeedbackand refineitsproductstomeetclient requirementsasquicklyaspossible. Lastbutnottheleast,clientserviceand satisfactionshouldbeinacompany’s DNA,thenandonlythenwilla softwareproviderflourish.
® Denver-basedPointofReference is onesuchfirmthatisflourishingand gainingprominenceasanessential componentofaCRMsolution.The universalanxietyfeltbyB2B salespeoplewhentheycannoteasily findthemostrelevantcustomer referencesinatimelyfashionledtothe
birthofPointofReferencein2003.
“CouldIspeaktosomeofyour references,”isoneofthemost importantquestionsinthebuyer's journey,butonethatlaunchesalotof inefficientactivitiesthatoftenfailto producethedesiredresult.Withthe adventofPointofReferenceandits targetedsolutionsforcustomer referencemanagement,thatchaoscan betransformedintoasmooth, repeatableprocessthatisaprerequisiteforgrowth.
PointofReferenceisaB2Bcustomer advocatemanagementsoftwareand servicescompanythatassists businesseswithcentralizingcustomer advocateinformationandcontentsuch asvideosandcasestudies.Italso automatesforclientsmanyprocesses includingsearching,requestingand sharingcompellingcustomer perspectiveswithbuyerstoboostwin rates.
TheflagshipofferingofPointof SM ReferenceisReferenceEdge ,theonly ®Salesforce nativecustomerreference applicationpresentinthemarkettoday. ReferenceEdgedeliversasophisticated andeasy-to-useappthatautomatesall
aspectsofthereferenceprocess. It automatesthereferencerecruiting workflow,andautomatesthe maintenanceofcustomerreference informationtoensurereliablesearch results.Allthecustomerdataand referencemanagementfunctionality areseamlesslyaccessedthrough SalesforceCRM.Thesuperiorityand efficacyofReferenceEdgecanbe gaugedfromclientfeedback.
“Loweringthebarrierofentryofany additionaltechnologyisextremely importantforuseradoption.Tohave somethinglikeReferenceEdgethatis anextensionoftheSalesforceUIhelps withtheadoption.Wefellhook,line, andsinkerforReferenceEdge.Our usersdon’t typically know it is a different application.” -ErinTraudt,Sr MarketingManager,GlobalCustomer Engagement,AmazonWebServices.
ApartfromReferenceEdge,theyalso haveexpertiseindelivering supplementalstaffingservices, programconsultingservices,and contentdevelopmentservices.The organizationempowersitsclientsto becomemoreproactive,strategicand alignadvocateprogramactivitywith companygoalsthroughclear attributionofprogramactivityto revenueinfluenced.
Ÿ Recognizedamongthe “20 Most Promising Salesforce Solutions Providers” byoneoftheleadingtechnology magazinesfortwoconsecutiveyears(2016and2017).
PointofReferenceholdsadistinctionofbeingtheonly companytoofferaSalesforcenativeapplicationandisalso amongoneofthefirsttoreceiveSalesforce1Mobileand LightningreadydesignationsfromSalesforce.Theyalso takeprideinhavingintroducedpeer-to-peerrequest managementfunctionalitytostreamlinetherequestprocess andscaleprograms.Exemplaryuserexperiencehas receivedaccoladesfromitsclientsaswell.
“To say that I would probably start losing my hair without ReferenceEdge would be an understatement. Having all of this knowledge in one place lets me sleep well at night.”DanielPalay,Manager,GlobalCustomerProgramsat Elastic.
“Sales is extremely happy about the turnaround time on a reference request and how easy it is for them to work with each other to complete reference approvals.” -Alyse Chiariello,Director,CustomerMarketing,InContact.
DavidSrokaisthePresident&CEOofPointofReference. Hehasover20yearsofexperiencedealingwithand solvingthecustomerreferenceequation.Duringhiscareer, hehasworkedasaprofessionalservicesmanagerandheld positionsinsales,marketing,andtechnicaltraining.His vastexperiencehasgivenhimfirst-handknowledgeofall
facetsofcustomerreferenceneedsandchallenges.Sroka’s passionishelpingsalesandmarketingprofessionalsrealize thefullsalespotentialofcustomerreferences.Entrepreneurial andferventlycustomer-focusedbynature,hisgoalisto nurtureacompanythathisemployeesfeelproudtobepartof anddeliveravaluableservice,whichmakeshiscustomers “stars”intheirownorganizations.
InsidersTakeontheCurrentTrendintheCRMIndustry CRMisfinallybeginningtoreachitspotentialasthehubof theMartechstack.Ratherthansiloedfunctions,savvy companiesarenowrecognizingtheinterconnectivityofa client’sNPSscore,servicetickets,campaignresponsesand howtheseindicatepotentialreference-ability.AIwillplaya muchmoresignificantroleinpredictingsomeofthemost criticalaspectsofthecustomerlifecycle.Thekeyherewillbe inusingthisinformationintelligentlyandimprovingallvital interactionswithintheirorganizationsandwithcustomers.
MissionfortheFuture PointofReference'son-goingmissionistohelptheirclients closeopportunitiesfasterbystreamliningtheentirecustomer referencemanagementfunction.Byconsolidatingand automatingeveryaspectofacustomerreferenceprogram, theyenablecompaniestoinjectauthenticandcredible customerinsightsthroughoutthebuyer’sjourney Attheend oftheday,Srokameasureshiscompany’ssuccessbyits customers’success;timesavedandmoredealsclosedfaster.
DistinctivenessAcknowledgedbyIndustryLeadersand Clients
The measure of our success is our customers’ success: time saved and more deals closed faster.
― David Sroka President & CEO
