Maximize Your CRM Investment

Many businesses still view their Contact Relationship Manager (CRM) as simply a database.  The CRM really is the hub of your operations – it is the operating system for your business.  Proper CRM selection and configuration is critical.  We have experience working with all the major platforms and will assist with any part of the process, including:

 

Let us turn your out-of-the-box CRM into your very own Custom Business Application

Client / Customer Portals

  • Every business interacts with its customers.  Regardless of your industry, a client portal can be an extremely powerful relationship-building tool.  Whether its via sharing important documents or a billing portal for your clients
  • Marketing Agencies – we can build a white-labeled solution designed precisely to your specifications
 

Most importantly, we get these jobs done at a reasonable price.  Also, we will integrate your portal with other solutions your business may utilize

Talk to us about how we can create a custom portal for your business

Digital Transformation

We find many organizations have not truly gone through the “digital transformation” process. 

  • All companies use some form of computer and/or database in their operations
  • Your organization may have gone “paperless” many years ago
  • “Digital transformation” is much more than moving from paper to digital records
 
 

Ask the following questions:

  • Is your technology stack fully integrated?
  • Are you using machine learning to determine the best time to interact with your clients?
  • Are you using business intelligence (BI) tools to mine valuable insights to guide important decisions?
  • Is mission critical data available to you at all the right times and in all the right places?

Luckily, these technologies which once didn’t exist, or were out of reach for SMBs are now readily available!

Custom Applications

All too often, organizations get stuck trying to decide between:

  1. Platforms that require so much configuration it’s like the Manhattan project just to get it functional
  2. One-size-fits-all applications that cannot be customized to your needs

This Is Where We Shine

We'll create an entirely custom application that is 100% dialed into your needs and business processes. We can deliver enterprise grade solutions and scalability on an SMB budget.

This empowers organizations of all sizes with data intelligence and automations that was once only open to larger enterprises.

Help Desk

  • We always offer project support both during development and after delivery of the final product.
  • For those who would like a partner on call, we do offer a monthly advisory service
  • Submit a ticket and we will hop on a screenshare at a time that is convenient to you.  We will work with all stakeholders in the organization until the problem is solved! 

AR In The House

We have an exciting, augmented reality support tool that allows us to be in the room with you as we render our support services. In cases where we need to literally see what you see (versus just seeing what is on your screen), we have the ability to dispatch this support tool through most mobile devices as well as Oculus and Epson Moverio AR glasses!

Unified Communications

Unified Communications As A Service, or “uCaaS” had been rapidly developing prior to the pandemic.  Covid-19 put that development into high gear. As the work-from-home movement took hold, companies aggressively sought out unified communications solutions to deliver tools to the remote workforce. uCaaS applies to both internal collaboration as well as communication with external prospects and clients.

uCaaS is a cloud based, provider hosted communication platform. It includes, but is not limited to:

  • Enterprise Telephony / VOIP
  • Meetings (audio, video and web conference)
  • SMS / MMS Messages
  • Team Chat and Presence
  • Internal Email & Collaboration
  • Call Recordings
  • Mobile, Remote and In-Office Accessibility
  1. What if all of your communications can be neatly organized, stored and referred to?
  2. What if you could easily start a conversation with a simple click?
  3. What if that conversation was automatically associated to the proper record?
  4. Are you bound by certain recordkeeping rules and regulations?

Digital Marketing

We can assist with any part of the digital marketing process.  We are certified with a number of different advertising platforms and can thus create and manage a digital campaign from beginning to end.

 

CloudAdmins also works alongside marketing partners to ensure the smoothest possible prospect / client journey.

Digital marketing doesn’t just include creating ads, campaigns and targeting audiences:

  • What happens when a lead clicks on your ad?
  • What is the look and feel of your landing page?
  • How quickly does your landing page load?
  • What kind of follow-up communications happen after a lead registers?
  • What happens when your leads open (or don’t open) follow-up communications?

Platform Configs

Platform Setup and Configuration

Many industries have their own proprietary software suites that enable their business operations. We have the experience necessary to spearhead the implementation of your business platform. Further, we will integrate it with the other applications your business needs.

Integrations

  • Is your accounting software talking to your CRM and payment processor?
  • Can you get CRM information in your telephony app?
  • Can you see all invoices and transactions in your CRM?

The truth is few platforms natively talk to each other. 

  • They leave it to the customer to determine which integration option is best for their use case.
  • Some platforms have marketplaces with 3rd party integrations that can be “glitchy” to say the least

Let us analyze your technology stack and make recommendations on how to create efficiencies that further your business goals through modern application integration

Workflows & Pipelines

We have found few SMBs have well-defined pipelines and workflows. 

  • What happens when a lead initially comes in? Do you send an introductory message or your contact information with a call-to-action?
  • How do you prequalify the lead?
  • What processes are in place upon conversion?
  • What do you do if your prospect does not open your emails?

CloudAdmins can help build your pipeline and your sales team’s productivity.  We’ll start from scratch or build upon what you already have – your choice.  Our goal is to provide value.

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