Customization

All aspects of our interfaces can be custom built / modified to incorporate your corporate culture, from company colors and logos to vocabulary.

The only restriction is the imagination.  What ever process you use to manage a cycle, can be automated if it isn't already.

For example:

Sales tracking

• Import Sales Leads and track the contact attempts / outcomes
• Automate follow up emails to those leads

Configure an On Boarding for new clients

• They complete a web based Account Sign Up form
• A Welcome email is automatically sent along with a start whistle to your team
• All the web checklists are built into the process to ensure everything is built and tested
• At account completion, the account is stamped with a completed date which automates a notice to the customer that it's good o go

Why would anyone do this?  Simple:

• It automates daily processes
• It allows for quick and simple review of statuses by any authorized team member
• No more tracking down the check list for account A and account B - it's all online
• No more calling around to see where the new account is in its On Boarding

-- It's all right on your Intranet (or secured web portal) --

Not to mention the improved efficiencies realized and more importantly, the more reliable services you are now able to offer your customers.