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In modern business management, relationship with customers should be cooperative, ongoing and built for the long term to improve your organization growth. Hence, to maintain the customer rapport, customer relationship management software is required to successfully meet your goals in this competitive business world.

Customer Relationship Management Software

Customer relationship management (CRM) software enhances your interaction with the existing and future customers by saving your valuable time. Good CRM software will improve your sales as well as your profits. With the CRM software, it is possible to reach your customer’s expectations, thereby maximizing the credibility of your goods and services in the eyes of customers.

Nediso Customer Relationship Management is the well-designed software that is integrated with all aspects of the service business management software package. With Nediso CRM software you can access customer recent history from sales contracts, to work orders, to invoicing and payments and more.

The Customer Activity Center Feature

Customer activity center feature is one of the most important customer relationship management tools which allow you to quickly find the essential information to answer a customer’s question by saving your valuable time.

From the Customer Relationship Management software’s Activity Center, you can:

  • Search for a customer.
  • View all open items including tasks, contracts, appointments, jobs, invoices, etc., making follow-up easy.
  • Schedule appointments and calls.
  • Create and manage opportunities for new contracts.
  • Create and manage proposals.
  • Create and manage contracts.
  • Create and view notes.
  • Assign tasks to yourself or other team members.
  • See a complete activity history of the client for repeated or future sales.

Customer Relationship Management Software

The bustling lives we live today are very different than what our parents or grandparents experienced. Technology has certainly done a good job of keeping up with our fast-moving society, but sometimes we fail to keep up with the technology. Email, instant messaging, text messaging, and the boom of social media have all attributed to a constant input of information that often requires an equal output. Cellular devices and tablets with wireless Internet connections give us access to all this incredible information, and while our technology is developing quickly, we humans still tend to work at a slower pace. If we were constantly receiving and sending information as quickly as it came in, we would have time for nothing else. Hence, impromptu meetings are overlooked, important phone calls are missed, and some notifications are even forgotten in the nonstop slew of announcements and information.

This predicament strikes many in today’s business world. There are unending important messages waiting to be sent out, but to do so manually and in a timely fashion is a difficult feat to accomplish. Messages are simply not getting sent and received at the pace that is required. Luckily, technology continues to assist us with an efficiency and order that cannot be duplicated manually, through the recent development of push notifications. Push notifications is a new feature utilized by Nediso in which customers can easily relay messages to workers out in the field. No phone calls or tweets required; notifications can be sent directly from the work site notifying team members about everything from delivery confirmations to new job assignments.

An advantage of push notification technology is the ability to communicate with people using our application to track all communications. This tracking function prevents important messages from being lost in translation, and saves the time it would take to obtain confirmation that the message was actually received and understood. By tracking the messages a driver can simply make an acknowledgement and the system records that the message was delivered and received.

The simplicity of the system is astounding compared to a cumbersome SMS message, as these messages can be set up to automatically go out. This eliminates the time it would take to manually send them and removes the possibility of human error. Cost-wise, push notifications also come at almost no cost compared to SMS, which can potentially save clients a considerable sum of money.

Nediso’s push notification feature lets information  be pushed to the receiver by a server, where it can be easily accessed and responded to. This is considerably more efficient than pull techniques which require your device to be constantly checking for new notifications, which in turn require more resources from the device and drain the battery significantly.

The society we live in today requires prompt deliveries and responses, and time cannot be wasted charging devices or waiting to have a moment for each individual task. Push notifications are indispensable for completing tasks correctly and proficiently while providing us with more of the precious time that we seem to have so little of.

The convenience and functionality of barcode scanner technology offers multiple benefits for businesses. The uses will vary depending on your field, but don’t we all want to improve tracking capabilities for inventory, messaging and deliveries?

One of the most common applications of the barcode scanner is in a delivery or pickup scenario, where packages are scanned for tracking. Since the camera inside of a mobile phone makes the scanning easier, the process of scanning packages in bulk go much more quickly with a barcode scanner application that uses your device. The camera also saves a picture of the barcode, which can then be linked to a signature and history. This feature will be invaluable for businesses that depend on accurate tracking. In a medical office, a barcode scanner app sends the details of who picked up what specimen and when, making it possible to track patient tests and know when to expect results.

Once implemented, service and delivery workers, using the mobile phones they already have in their pocket, will have another tool at hand to make the job faster and more efficient. For example, a plumber doing an installation would simply hold his phone to a barcode to scan a pipe before picking up a needed part rather than having to write the barcode number in his notes. This digitizes the paper trail so there’s no doubt which pipe was used when and where, ensuring costs are applied appropriately to jobs.

Mobile phone barcode scanners are ready for action without requiring changes to infrastructure because they take advantage of traditional barcode scanner technology. As with any application that use a phone’s built-in camera, it’s important to note that the quality of the barcode images depends on the resolution in your phone’s camera.

A key benefit to adapting new technology is that it doesn’t crowd the tool box. The new barcode scanner, push notifications and jobbing mapping application are designed to consolidate and improve on technology that’s already in place. You have better things to focus on than coffee-stained paper trails and mysteries of lost packages. At Nediso, we thrive on building new tools that help businesses work smart. Nediso’s barcode scanning application, in conjunction our job mapping application and push technology offers businesses great new ways to manage costs, improve service, and grow business by being more efficient.

The concept of geotracking has received a bad reputation of late because of somewhat nefarious practices of cell phone companies, but it can be an invaluable tool for businesses.

Most cell phones and mapping devices have the ability to track your whereabouts and record your data. This is why cell phones can know exactly where you are when you’re trying to find the nearest Starbucks or department store, as well as when you call 9-1-1.

Cell phone companies can also record your information and use it for their own purposes. For example, they can see where a group of people are getting bad phone reception or highlight a place that needs better coverage.

Many customers have no idea that their information is being recorded and sent to the carrier. It’s not only location that many of these programs are sharing either; they know every button push and program used. Cell phone carriers have said that while that information is sent to them, it is never used. However, it is a major privacy issue for many. With so many cell phones being hacked, imagine the chaos if criminals had access to your location and other information.

But geotracking can be useful to businesses with a mobile work force. Businesses can use the same geotracking technology to secure information about their drivers on the road and help them out if they are lost. Do you have a driver that was scheduled to show up at the job site an hour ago, but still hasn’t arrived? Did a driver have car trouble and needs to get to an appointment right away?

Does construction have several roads closed and you’ve got a lost driver who needs some good directions?  While Nediso’s web-based and mobile app devices don’t use geotracking yet, they are integrated with Google Maps, so you can get an good idea of where your workers are if something arises.

If one job unexpectedly takes longer, and it could cause the worker be late for his next appointment, then simply check who is in the area and reschedule. A quick click and a new updated schedule is sent to the driver’s phone.

Businesses can also use geotracking to keep a close eye on their employees and find out exactly what they are doing, but it’s up to the individual business. It can help cut down on abuses by employees who use company vehicles to run personal errands or the company’s fuel to travel out of the work area. Integration with Google Maps allows many of the same tracking abilities as geotracking, but without the worry about privacy and other issues. Many counties and governments are contemplating restrictions and other rules for what geotracking should legally be able to provide, but for the business with the mobile work force, it can be an efficient solution for improving service and productivity.

How much would you pay for peace of mind? We attended the GIE Expo in October, and while we were there, we were shocked to discover that almost half of the 100-150 snow removal companies we spoke to had been named in slip-and-fall lawsuits.

How much more competitive could you be with your own clients if they knew they could rely on your recordkeeping as a way to mitigate their own damages from slip and fall lawsuits? How much could your clients save on insurance by having better practices in place to manage and record snow removal practices?

A successful slip and fall lawsuit can cost a business thousands of dollars each season, depending on legal costs and the individual case. Many snow removal companies and their clients are sued multiple times each year. How many times was your company involved in slip and fall lawsuits last year?

The problem is, when the economy is tight, slip and fall lawsuits start looking like a windfall. One of the companies we talked to at the GIE Expo is a two-man operation who was sued multiple times last winter. The cost can be enormous, and the only way forward for the snow removal industry is through aggressive mitigation of risk. Many companies end up settling claims they could otherwise win in court if they simply had the proof of the efforts they took.

Nediso does have a solution. Our Snow Dispatch Board captures the type of information that can help you manage potential slip-and-fall claims. With proper use, Nediso’s Snow Dispatch Board will  record the time that the driver was there, the work that he did – plow, salt, or shovel – the number of inches plowed or shoveled, and also the temperature of that particular day. Temperature always comes up in these slip-and-falls, because they want to be able to illustrate that it was in fact below freezing, that ice could form.

If it’s a big storm, and your company plowed your client’s lot three times, each of those three times will be separately recorded with a separate time, and a separate number of inches plowed, a separate temperature recording, etc.

Last year, one of our customers was sued  several times. They  were able to get each slip-and-fall case dismissed because they were using Nediso’s Snow Dispatch Board and could provide enough information that the case either never made it to court, or if it did, the judge was satisfied that the company was making every reasonable effort to create a safe environment.

Our overriding goal at Nediso has always been to help small businesses become more profitable, streamlined, and successful through properly leveraging the power of technology. This year, we had the opportunity to enhance that goal through our partnership with Vensi. Thanks to their incredible mobile application development team, Nediso can now provide even more solutions to help our customers keep their clients happy.

As I reflect back on 2011, I am grateful for the dedication and commitment of the Nediso staff, whose willingness to go the extra mile for our customers has made all the difference. I am thankful to have such extraordinary colleagues at Vensi, whose insight into technology bridges visions and reality and whose sophisticated and efficient mobile applications make success more attainable.

Most of all, I am truly grateful for each of our customers, who have not only helped make Nediso what it is today, but who continue to challenge us to find new and innovative ways to empower them.

I sincerely thank you all for a tremendous year and wish you the happiest holidays.

Mark Jadwisiak

Back in the late 50’s people shopped at specific stores to fill specific needs. They went to the dairy, the vegetable market and butcher for food. They went to the hardware and feed store. They went to the shoe store, dress shop, tailor and fabric store. In the 70’s shopping malls combined all the stores into one area. Today we have Super Target,  Super Walmart and Super Kroger – one stop shopping. We can even go on the internet and have products delivered to our home or business. Life is so much easier!

Many small business owners still operate with an outdated mentality. They do their accounting one way. Manage their sales people another way. They use Microsoft or Apple software to keep track of clients, projects, leads, each in its own tidy file hidden within hundreds of similar files. They use an outdated data entry system. Don’t even mention all of the information they keep in their heads! Why not make business easier and more efficient?

CRM is short for Customer Relationship Management – it’s the up and coming one stop shop for business use. One company might use it to keep a simple contact list for their clients, while another might use it to send out emails about product advertisements and other offers. Still another company uses CRM to keep track of salespeople and their appointments. All these applications are available, along with operational uses like accounting and office management.

With today’s economy and tight competition, owners have to become more aggressive and use their data more efficiently. They may think, “I don’t need CRM, I know who all my customers are,” and not feel compelled to share that information with their team. They may perceive that it takes too much time and effort or that they have to capture all this data and jump through techno-hoops to make an effective transition. What they soon learn is that we can take their data in the form they store it, clean it up, and move it to CRM. They don’t have to do anything.

Small business leaders want their company to profit and grow. Sales, marketing and administrative teams are pushed to produce more. With outdated methods, leads get dropped, the pipeline gets clogged and current clients feel ignored. CRM software automates the process of funneling new contacts through the sales pipeline ensuring that far fewer get lost.  The key to retaining customer loyalty is successfully managing your company’s relationship with them. CRM software makes it much easier and simpler to control all aspects of servicing current customers.

CRM software is not an option, but a necessary and integral part of any modern business that seeks to maximize revenue and continue growing as a business.  The right CRM tools can be the crucial tool that enables a business to become all that the owner and team envision. Nediso can help you more effectively manage your business and bring it into the 21st Century.

Snow…snow…snow! Can you hear Bing Crosby crooning those words in White Christmas? Although Christmas may seem a ways away, but the first snow is just around the corner.  Many spots in the country endured their worst seasons on record for snow and cold in 2010. New York City received over 56.1 inches. 13.2 inches was the greatest one-day snowfall ever recorded in Tulsa since 1900. The 11 inches of snow that fell in just 12 hours in Oklahoma City was more than the city usually sees in an entire year. On February 2, 2011 more than half of the contiguous USA – 52% – was covered with snow. According to the weather service, the average for that time of year is about 45%. With the recent Nor’easter burying pumpkins in snow and knocking out power along the coast for thousands, it looks like winter is coming early for many again this year.

Commercial snow removal services can manage normal and record demand with software designed especially for them.  Nediso has developed a unique product to help snow removal companies manage their workforce, offer more efficient service to clients, and manage costs effectively.

Because plowing – like the weather – is unpredictable, snow removal is often treated like an emergency service.  Nediso’s applications include a snow dashboard that allows snow removal businesses to enter different variables for each customer. For example, you contracted to plow Joe’s office complex.  Most snow companies would meet with Joe and only determine what type of ice removal treatment will be used, whether it’s calcium chloride, rock salt, sand, or a combination.  You know Joe wants the business lot plowed anytime the snow is over 1.2 inches and cleared before 5AM, along with some other factors.  You can build and store Joe’s specific information into the snow dashboard.

When the inevitable blizzard hits, you can use Nediso’s snow dashboard to create an event for the storm.  You can have multiple events for any storm that allow you to not only plow Joe’s parking lot by 5 a.m. but to return at scheduled intervals throughout the storm to keep his lot clear. It can all be managed in the snow dashboard tied to Google Maps.

The advantages of the snow dashboard is that you can service your clients better with an application that is based on real time. You can tell Joe and other customers their lot was recently plowed, or let them know when the driver will arrive. The snow removal dashboard is a Nediso specialty.  Our app for iPhone and Android was specifically developed for the snow removal industry.

Weather projections for the upcoming season are for much of the same as last year. Be prepared in advance to service your clients more efficiently. With the snow removal dashboard and other Nediso business applications, you can smile and sing “Snow…snow…snow” along with Crosby all winter long.

The recent proposed jobs bill, if passed, will directly  impact the Small and Midsized Business (SMB) community, specifically with the payroll tax being potentially waived for up to the first $5 million of payroll. When introduced in February, the cornerstone of the plan would exempt companies from paying the employer’s share of Social Security payroll taxes for new hires as long as those people had been unemployed at least 60 days. Estimates were that that the idea could create up to 18 jobs per   $1 million in tax relief.

These highlights of the plan made it through initial cuts:

-The employer reduction applies to up to $5 million of wages that are paid by the employer.

-With limited exceptions, the decrease in amounts paid by employers is available to all employers, whether private businesses or tax-exempt organizations. It does not apply to federal, state and local government employers or household workers. This section contains comparable reductions for individuals subject to self-employment taxes.

-Transfers from general revenues are provided to protect the social security trust fund.

-A payroll tax credit fully offsets the employer social security tax that otherwise would apply to increases in wages from the corresponding period of the prior year. The credit would be available on up to $50 million of an employer’s increased wages.

It appears the proposed payroll tax break has serious potential to add a lot of jobs.  A payroll tax cut of 3.1% could create as many as three million new jobs in the U.S.  The proposal also cuts payroll taxes on new spending by 6.2 %, which in theory would make new hires in 2012 even less expensive –  it may also reduce payroll in 2011.

Why does this matter to SMBs, beyond a possible general improvement of the economy?

-As revealed in our June blog, SMBs are a key contributor to the innovations that maintain, repair, and grow our economy.  If a wave of new jobs in the next couple of years stays true to form, most of the jobs created will be with SMBs.

-Expanded workforces require investments in expanded systems to handle things like HR, training and payroll, as well as other corporate systems to handle an increased data entry.

-New employees may work remotely part or all of the time. Some of the general cost savings produced by the proposed tax cut may go toward IT upgrades.

Considering the general aversion toward taxes held by so many voters and politicians these days, it seems likely there will be some sort of payroll tax reduction before the November 2012 elections.

Regardless of your political beliefs, do you believe the jobs bill is good for SMBs in general?

Do you think it will benefit you?

Will it promote job creation and growth?

How would you re-invest funds “saved” by the tax credit?

Nediso is genuinely interested in your answers. We encourage you to comment, watch for responses, and enjoy healthy dialogue that will push us all toward higher success.

Managing a business is not an easy task. It takes a tremendous amount of work to achieve a position in which a business is flourishing, and it takes just as much effort if not more to maintain that level of production without even considering further possible growth. Many service companies tend to suffer because  customer’s have a “cable guy” mentality about them being unreliable. It is often difficult for these companies to move beyond such stigmas , but this is where Nediso can lend a hand.

Nediso spoke to 300 business owners to grasp exactly where small business shortcomings existed. Using this information they were able to capitalize on those limitations and develop much needed assistance. Nediso knows exactly where to help businesses and how.

As a business, how many times have you deployed a crew only to realize that it was the wrong location, at the wrong time? Not only do you have a disoriented crew on your hands scrambling to find where they are originally supposed to be working, but you also have a disgruntled customer. Nediso’s survey results showed that Service companies have several concerns about how to escape the “cable guy’ reputation. Scheduling counts for almost 50% of a service company’s problems and a simple scheduling delay can cost both time and customers, a problem Nediso’s scheduling app can quickly address. The most significant problems facing companies in these industries, according to our survey results, were:

47% of business owners admitted that scheduling was the number one problem.

19% said proposals were their number one issue

9% Time Sheets

7% Invoicing

Nediso’s survey revealed that many companies rely on cellular devices and other technology to aid them in their endeavors, and that more would consider using devices if the cost was right.  While cellular devices come at a cost, the time and money that could be saved through increased efficiency and better service offsets the cost considerably. According to our survey results:

79% of businesses currently use mobile devices

55% of business owners not currently using mobile devices would consider using a mobile device if they had access to Nediso’s scheduling app.

Nediso also asked exactly what type of mobile devices were deployed. Survey results showed

34% use an Android device

22% of respondents use Blackberry devices

23% use Nextel

21% use iPhone or ipad

Nediso is dedicated to helping service companies employ technology that improves their business success. With almost half the respondents expressing concern about scheduling, Nediso’s scheduling app can make a difference.