Sunday, January 04, 2009

SMBOnline 360° INTELLIGENCE - Timely Knowledge, Right Decisions

We recently introduced this site focused on Business Intelligence solutions for small and medium sized businesses (SMBs) using Zoho and other web technology applications.

A key objective of Business Intelligence is to connect people, business processes and technologies to the strategics goals of a business. Use BI and dashboards to develop a single intelligent interface through which employees understand what's going on and can use that knowledge to decide on appropriate actions.


Here are some key factors to consider:

  • Business Intelligence must bring insight to the right people at the right time
  • Business Intelligence can help employess make the right decisions
  • Business Intelligence benefits improve and compound as companies gain experiece and spread better decision making across the enterprise
  • Business Intelligence should help to raise productivity and efficiency
  • Better Business performance goes hand in hand with pervasive use of Business Intelligence

See our January 2009 newsletter

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Saturday, January 03, 2009

Zoho Seminar Series - "Make it Work for My Business"

Introducing the "Make it Work for My Business" Zoho Seminar Series

Starting in 2009, SMBOnline 360° will be offering a series of webinars focused on the Zoho suite of applications.

Beginning with Zoho CRM, the first webinar is entitled:
"Getting Maximizing Value from Reports & Dashboards in Your Business"


Here are some of the topics we will cover in this webinar:

Creating Reports
Viewing Reports
Customizing Reports
Managing Report Folders
Scheduling Reports
Exporting Reports
Deleting Reports
Creating Dynamic Dashboards


See this course outline.


Want to make informed business decisions? Here are some key CRM metrics to help you do so.


Also coming soon.... Zoho CRM - Product Customization. Here's a preview of this exciting, interactive webinar.

Saturday, November 22, 2008

Update: Creating a Knowledge Management System & Virtual Office using Zoho Business

Over the last few weeks I've been building/creating a knowledge management system/virtual office utlizing Zoho Business. After experimenting with other workspace productivity and collaboration tools I have found that Zoho Business has some superb capabilities and more feature rich than most tools I've tried. So I've decided to make it a one- stop technology tool to utilize in my business - SMBOnline 360° - http://www.smbonline360.com/. If you're interested in discussing this project or thinking about implementing something similar in your business, I'll be happy to share information with you. I envision that once this collaborative workspace is fully developed it can be utilized as a prototype for others to build out and customize their own company spaces using Z Business. Interested in finding out more?

P.S. - Here's a peek at the KM Central wiki.

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Tuesday, November 11, 2008

Building The Zoho Business Virtual Office

Recently I started thinking about improving productivity and efficiency in my business and decided to explore Zoho Business as the technology tool for this purpose. I'm pleasantly surprised at its rich features and capabilities. My intent is to utilze all the applications to create a cohesive online business office. This project will span alt least a couple of weeks. But I'm convinced that small and medium businesses like mine can definitely benefit from taking a look at Zoho Business if they're considering the implementation of an online productivity and collaboration tool. In my next post, I will start to delve into the vision I have to make this Zoho Business Virtual Office into a reality. So stay tuned.....

P.S. - If you're a small business owner and interested in collaboration on this project, just let me know. I'll give you access to explore this ongoing project so you can replicate and customize it in your own business.

SMBOnline 360°

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Thursday, November 06, 2008


Just getting back into the swing of things with my CRM blog. Been a bit focused on Zoho CRM lately and got a bit distracted. However, I realized that Zoho CRM is such a great product that I can share here about it as well. My current project is building a Zoho Knowledge Management system with one of the areas being CRM related. Hope you can join in to share your expertise. If this sounds interesting, drop me a line and I'll give you more information. Stay tuned as the project unfolds......

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Saturday, May 13, 2006

The Human Factor-Seven Marketing Maxims

Thalia Zetlin, principal and chief marketing officer for the New York metropolitan area firm Berdon LLP, believes that understanding the following maxims that account for human emotion gives you an enormous advantage in servicing clients and in marketing to prospects.

What's in it for me? Clients and prospects don't care about how many diplomas you have, a technology upgrade, or a fabulous new service you're offering, unless you relate how it benefits them. Know enough about your client or prospect to understand why and how they would benefit.

The more you say, the less they hear. Time after time, professionals meet with a prospect and go on and on about services and issues without any knowledge of actual needs. This "cookie cutter" approach throws away a face-to-face opportunity to learn what the prospect's issues and concerns really are. Asking questions is not as hard as it may seem since people like to talk, particularly about themselves. They also tend to like people who let them talk. And people buy from people they like.

Appeal to the heart and the head. Decisions are made on both an intellectual and emotional level. Think about how your feelings enter into your decision when buying a new car.
Emotions motivate the selection and logic justifies it. Now consider the materials you leave for prospects - hard information such as service descriptions and newsletters that appeal to the "head."
Also, give prospects a sense of what to expect in a relationship with your firm via graphics or perhaps photographs of clients and partners in social situations that appeal to the "heart."

Eliminate fear/minimize risk. People are instinctively prone to making the safe choice. For many prospects, the decision comes down to not what is best, but what is feared the least: the safe choice. Give prospects a comfort level that they are making the right choice by letting them hear from some of your satisfied clients. Ask several clients in different industries to write articles or testimonials, and include these in leave-behind materials.

You're selling a relationship. For the most part, prospects can't truly evaluate your firm's skills beyond some knowledge of you or the firm's overall reputation. The prospect can, however, evaluate your bedside manner. Your goal is to lead the prospect into understanding the overall value that will be derived by having your firm on the team. Demonstrate that you care about them. Have empathy for issues they may face.

Delivering the promise. When clients hire you, they base their decision on the promise that your firm will deliver what it claims. In professional services, the provider and the service are inseparable. To be consistent in delivering on that promise, see that all professionals have the tools to make that delivery, which include professional, technical, and social training.

Speak with one voice. To ensure that your firm maintains a consistent voice, recognize that it manifests itself in many ways: your look - stationery, newsletters, brochures; your sound, which includes avoiding pomposity and stilted language; good internal communication, because sharing information benefits the whole firm; and teamwork, which enables you to capture more client and prospect information and facilitates cross-selling.

Friday, May 05, 2006

Companies Want More From CRM

"Let's face it -- most organizations don't take full advantage of their existing data. Your call center software generates valuable information about hold times, call volume and so forth. However, it won't tell you whether faster call resolution was due to great service or because the customer exchanged e-mail with another department prior to making the call."

Giving The Boss The Big Picture - A "dashboard" pulls up everything the CEO needs to run the show

"The dashboard is the CEO's killer app, making the gritty details of a business that are often buried deep within a large organization accessible at a glance to senior executives. So powerful are the programs that they're beginning to change the nature of management, from an intuitive art into more of a science. Managers can see key changes in their businesses almost instantaneously -- when salespeople falter or quality slides -- and take quick, corrective action."

Business Integration Journal - The Leading Resource for Web Services, EAI, and e-Business.

The Next Wave: Moving to Virtual Applications … It’s a Matter of Attitude and Levels
by David Linthicum

"With the advent of Software as a Service (SaaS), many enterprises are leveraging applications they don’t actually own and, better yet, they’re getting used to the idea. "