Cloud Business Apps

Customer Management / CRM


How do YOU Manage your Online Leads?

By Diana Berryman, 12 August 2014

Keeping track of potential online leads and customers is no mean feat, even if you only have a handful. Social listening is a great way to get new leads but then what do you do with them? How do you store their information and contact details? How do you record conversations you have had with them? How do you know when to chase them up to close a sale? (more…)


Your sales process calls for more steps than you might think. Australian media guru and entrepreneur extraordinaire, James Tuckerman, describes in one of his courses how most businesses are under the false impression that online selling is a two-step process: a product and a shopping cart. But the modern online sales loop is a whole lot more than just those two things. (more…)


Social Help Desk: What Does That Even Mean?

By Niamh Lynch, 4 August 2014

The social help desk. Sounds a bit buzzwordy, doesn't it? Up there with "blue sky thinking" and "disrupting" things in the latest incarnation of the word. Unfortunately, it's not a passing fad that you can safely ignore. If you're in the business of customer service, then the social help desk is a fully-fledged part of your world. Ignore it at your peril! (more…)


Live chat – how to do it right

By Niamh Lynch, 4 August 2014

Live chat. It's all the rage, and you may have already decided that it's the right move for your business. If you read my previous post on the subject, you already know why it's a good idea. It amplifies your existing customer support, allowing you to reach more and more varied customers. Not everybody will send an email or call, but most everybody will chat. But that's not all... (more…)


19 Ways Your iPad is a Realtor’s BFF

By Jennifer Riggins, 1 August 2014

Are you spending days rushing around taking clients to homes they have no interest in? Are you rushing back to your office to fumble over paperwork, trying to, negotiate, edit and close deals via attachments? If you have an iPad and aren't integrating it into your day-to-day real estate deals, you're doing yourself a great disservice. We offer you tricks of the trade to close more property and real estate contracts using right from your iPad. (more…)



Your business is growing, and your users need help. As the numbers increase, it becomes obvious that you could do with a little auxiliary automation. But who are your end users? Depending on your business, they could be your customers, clients or your company's own employees, which makes it hard to know what software you actually need. The world of help desks can get complicated quickly. There is talk of external and internal help desks, the difference between help desk and service desk software, and once you've made that choice, a multitude of individual apps to choose from. It's confusing. Lots of articles on the subject claim to help you decide between individual tools, help desks and bug trackers and more. But there's a big problem: they assume you're able to make a very clear division between internal and external end users, and give advice based on that assumption. They don't always allow for the fact that you might not know - or suspect that you need a tool for both. (more…)


When you break it down, everything in business is made up of tasks. Whether you’re checking expense reports, making a plan for a new sales promotion, or preparing for an IPO, they're all tasks of one sort or another. Some can be further divided into subtasks (like that initial public offering). Some must be grouped together as processes or as global operations for the individual importance of each task to be appreciated. But whatever its nature, each task must be correctly managed to optimize its contribution to the organization as a whole. (more…)


Do You Really Need a CRM?

By Luke Moreland, 24 July 2014

We all have to start somewhere even if it's just an Excel spreadsheet. The jump to more complex customer relationship management software at first may seem to make life more complicated rather than simpler. You may not have many customer relationships and rely on the power of memory and good old data entry to organize yourself and your business. Do you really need a CRM loaded with special features that your small business may not even use? (more…)


How much time, effort and money do you spend on helping your customers and clients? What if I told you that you could slash all those variables by automating as much as possible? Automation might conjure up ideas of robotic assembly lines like the one in the picture, but that's old school. These days automation is as at home in your office as it was in the factory. Help desk automation is not just within your reach, it's also ripe for the picking. (more…)


Do you send out flurries of emails about jobs to be done – and hope that somebody somewhere is keeping track of them? Does your own inbox fill up with instructions that you can only sort by date or by sender, but never by priority? In either case, you may have realized that it doesn’t take many tasks – handed out or received – before you need something better than just your webmail to organize your work. (more…)