Tag: CRM

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How to increase the operational intelligence of your business

Operational intelligence is a new way of analyzing the business and finding answers to the challenges that businesses face every day. This concept is closely tied to technology and addresses data analysis so that they can make decisions based on real-time information. The main benefit of using operational intelligence is the ability to address problems and opportunities at the very moment they arise (in some cases, it is possible to anticipate trends and problems, solving them before they wreak havoc on the business). This makes managers make decisions more conscientiously and based on reliable information, which in turn will increase the effectiveness of the business, leading to better results. But how to increase the operational intelligence of your business? That’s what this article is all about! Check out our tips!

Automate everything you can

One of the most important advantages of operational intelligence is the automation of tasks. The more automated the job is, the more time employees will have to make the business more productive. Automation can range from the simplest to the most complex tasks. At the marketing level, we can automate a welcome email to a new newsletter subscriber or even a thank-you email for a purchase in our online store, for example. Automation eliminates the most annoying tasks employees have to perform, leaving them free for more important things.

Use a CRM

CRM is the acronym for Customer Relationship Management and is used by thousands of companies to manage their relationship with current and potential customers. This software aims to protect the business information of a company. At the same time, a CRM helps identify the best actions and the best time to contact the customer, in order to boost the sale. Likewise, it allows you to evaluate objectives and evaluate the sales team. Well-used CRM software helps increase a company’s productivity and reduces the likelihood of error by human resources. Reducing mistakes allows sales to be made simpler, and as a result, the company wins, as it sees its profits increase. CRM allows no contact with a potential customer to get lost, thus ensuring that everything is done for the sale to take place.

Use a real-time monitoring system

When you know exactly what is going on in your business, it is much easier to make the right decision. Analyzing your business in real time will give you all the inputs you need so you can consciously decide on the best course to take. The reports with a few days present outdated information, which does not correspond to the actual state of the company at that time. Therefore, often the decisions made are mismatched and do not benefit the business. Monitoring the business in real time will change this scenario, because you will have reliable information in your hand and will be able to make better decisions. Analyzing data in real time is increasingly a reality in companies around the world. Business happens at a very fast pace and it is essential that you know what is happening in your company to make the most appropriate decisions for your business. Download our e-book and learn how a BAM tool can help you manage!

Dicas de Gestão

Glossary of information management: 20 terms you need to know

Managing information effectively is essential to ensure that the company can get the insights it needs to make the best decisions for the business. In an age where huge volumes of data are being generated every day, companies seek to find the best ways to deal with information on a daily basis. In today’s article, we leave you 20 terms on information management you need to know!

Descriptive analysis

This type of Data Analytics answers the question “what is happening now?”. Through the response, companies can analyze data on customer losses, sales for a particular product, and the outcome of launched campaigns. Descriptive analysis allows immediate decisions to be made with a high level of security, since the analysis is based on concrete and current data. The information coming from this type of analysis is usually displayed in graphs and tables, which allows the manager to have an overview of the processes monitored.

Predictive Analysis

Predictive analytics is an advanced form of Data Analytics that aims to answer the question “what will happen?”. It is a type of analysis that makes predictions through probabilities. This analysis is possible thanks to techniques like regression and progression analysis, pattern matching and various types of statistics. This type of Data Analytics is widely used in stock market and investment companies.

Diagnostic analysis

Diagnostic analysis will explain why something happened. This type of analysis will relate all available data and information to find patterns of behavior that may explain the results. It is an important analysis to find problems and above all to avoid repeating them in the future.

Prescriptive analysis

The prescriptive analysis is the analysis of premonition. It answers the question “what could happen if we take this action?”. This type of analysis is very important especially in the sales area. For example, “if we think about giving a 15% discount next month on the company’s lesser-selling product, the likelihood of increased sales is 40%”. The prescriptive analysis raises hypotheses about possible results of actions taken by the company. It is an essential analysis for managers, as it helps them to evaluate the best way to choose a certain strategy to solve a problem.

Backup

The backup allows you to back up data and files. If there is a computer problem and important files are lost, the only alternative is to redo the work that has been done previously. This leads to a large productivity drop. Having an up-to-date backup of the data will allow the company’s revenue to not be affected because even in the event of a computer disaster the employees will have access to the documents they need to work.

BAM

BAM stands for Business Activity Monitoring and is a tool that defines the process and technologies to be able to put information about the company’s KPIs in real time on a dashboard. What BAM does is only show in one place all the information coming from the most varied sources of data of the company, eliminating the need to consult several databases and related to know what is happening in the company at that time.

Data base

Set of related files, tables, relationships, which stores data and makes associations between them. Databases are currently the most important assets of a company.

BI

BI (business intelligence) is a technique that helps managers plan the company’s strategy by collecting and analyzing a large volume of data to understand the company’s performance and then to decide more consciously about the future.

Big data

Big Data is the term that describes the immeasurable volume of data (structured or otherwise) that has a daily business impact. More important than the amount of data, that’s what businesses can.

Data scientist

This will be one of the most sought-after professions in the future. A data scientist is an analytical professional who has the technical capabilities to solve complex problems and has come up to deal with the huge amount of unstructured data that companies have to deal with on a daily basis. This professional creates algorithms to extract insights from the data generated by the diverse sources of information and presents them in a practical and simple format to analyze by the decision makers, who will then be able to define strategies and decide the best way for the company.

Cloud

Cloud Computing is a model that allows full network access to a set of shared computing resources (networks, datacenters, storage, services, applications, among others) that can be quickly made available with minimal effort and without interaction with the supplier.

CRM

CRM is the acronym for Customer Relationship Management, that is, Customer Relationship Management and is used by thousands of companies to manage their relationship with current and potential customers. This software aims to protect the business information of a company. At the same time, a CRM helps identify the best actions and the best time to contact the customer, in order to boost the sale. Likewise, it allows you to evaluate objectives and evaluate the sales team.

Personal data

According to the GDPR, personal data means any information relating to an individual person identified or identifiable through them (identifiable ‘by reference to an identification number or to one or more specific elements of his / her physical, physiological, psychic, economic, cultural or social ‘).

Dashboard

A dashboard visually displays the most important information about the business. In case of using a tool like Multipeers, the information is updated permanently and automatically, so that you have at your disposal the most current information on everything that happens in the company.

Artificial intelligence

Artificial intelligence is the ability machines have to think like humans. It defines your ability to learn, reason and decide autonomously and intelligently. Contrary to popular belief, this is not a recent concept. It first emerged in 1956 by John McCarthy, a university professor who used the term to describe a distant world in which machines would be able to solve all problems that until then were solved exclusively by humans.

KPI

KPI stands for key performance indicator, that is, key performance indicator. In the business world, KPIs are quantifiable measures that serve to understand whether the company’s objectives are being met or whether the strategy needs to be modified to achieve them.

Data masking

Data masking aims at creating a structurally identical but not equal version of data. This technique creates a database with fictitious but realistic information that can be used for testing and training purposes. Data masking solutions offer a variety of sophisticated scrambling techniques to protect sensitive data, irreversibly replacing them with data that is not real, while maintaining the referential integrity of the database.

PDCA

PDCA is the go to plan, do, check and act. It is a management technique linked to the improvement of a company’s processes. Its purpose is to solve problems, pointing out the causes for potential deviations and productive failures. This process makes the organization of the company more efficient in the long run and it is essential that it be applied from the moment of creation of a business, so that the improvement can be continuous.

Security policy

The security policy is a document developed by the company that records the principles of security that the company adopts and that must be followed by the employees. The security policy should be applied to all information systems, both desktop and mobile. For policy to be respected, it is essential that top managers participate in the implementation.

VPN

A VPN network is a virtual private network that transmits encrypted data as it navigates from one point to another in the Web world. Connecting through VPN enables the user to browse websites securely and privately. VPN connections are increasingly used as they allow remote access to local files and is a safe way to browse through public Wi-Fi networks.

Dicas de Gestão

5 Technologies that can help your business

It is practically impossible to think nowadays, in a company, even of small size, that doesn’t make use of different types of technology. After all, the technological tools are in the day to day of a great part of the population.

This is due to the popularization of several resources, but also due to its ease of use, practicality and efficiency that provides for the most diverse activities. So why are there still businesses that did not add technology to their routine?

There are tools available for all sectors of an enterprise. So keep reading this article and get to know the 5 technologies that can help your business in the following topics.

  • Marketing automation system
  • Project management
  • Collaboration tool
  • Business Management Software
  • Customer relationship management

1 – Marketing automation system

Managing marketing in a functional way is the ideal way to increase the efficiency of this industry. While very important, not every business owns the marketing industry or a complete team. Therefore, the technological tools of automation in marketing are great allies of actions and advertising campaigns. You can find a variety of applications in this industry, such as the one that triggers emails and ads according to target audience targeting. They also make it faster to send content to potential consumers as per the sales funnel phase. That way, what would take hours and more hours to run manually can be done in no time with this technology.

2 – Project Management

Project management programs are other examples of technologies that can help your business. Currently, there is a wide variety of these applications, which basically allow them to work in teams even at a distance. In them, it is possible to determine a task for each member, stipulate delivery time and even track their performance. Among other functions is the sharing of files in order to do a collaborative work, exchanging impressions and ideas. While they are best suited for start and end projects, project management applications can also be used in an uninterrupted fashion. Thus, serving to organize the tasks of the team and distribute them.

3 – Collaboration tool

There are also collaboration tools that contribute to increasing your company’s performance as all your information is gathered for permanent analysis. As the saying goes, information is power. In this way, entrepreneurs can monitor and control all the data that involves their business and the market of action. And, as a consequence, make more assertive forecasts and always make the best decision. Data is presented through graphs and other interactive content. With this, the conclusions are obtained easily and quickly. In addition, this tool is customizable according to each niche market and the needs of the user.

4 – Business management software

Another indispensable technology for companies of all sizes and market segments is ERP software, a business management system that allows you to make your team work more dynamic. For that, all the data of your business is computerized. Sectors connect and procedures are automated. Thus, bank bill generation, invoice issuance, inventory control, cash flow and other tasks are executed on a single platform, increasing efficiency in your business. It is possible to have a reduced professional staff. After all, even with a small team you can do all your daily activities, faster, without losing quality and without anyone being overwhelmed.

5 – Customer relationship management

CRM software, a customer relationship management system, is one more of the technologies that can help your company. With it, you can organize all the information of your customers and the potential consumers of your brand. However, more than a well-crafted contact list, CRM integrates this stored data. The result is the ability to analyze customer interactions, anticipate needs and create assertive campaigns. These features lead to increased sales conversion and subsequent success of your business.

An article by: IT REFRESH
Dicas de Gestão

5 Tips to Make Your Business Smarter

Get-together data, analyzing them and applying them in business correctly is synonymous with having a smarter business. Technology is an indispensable resource to make the business smarter and more agile. Only with the use of technology you can follow everything that goes on in the company and make the right decisions for business continuity. In today’s article, we will leave you 5 important tips to make your business smarter.

Analyze the data

We live in the information age and this is nothing new to anyone. Whoever analyzes the data correctly is one step ahead of the competition as it is able to anticipate trends and predict market fluctuations. Big Data and Analytics are increasingly used in companies around the world, because they are tools that allow you to analyze the data for the most diverse purposes. Tools like Multipeers are increasingly needed in business as they allow you to analyze business information in real time.

Cloud Storage

Companies today are forced to have greater flexibility to access their documents even outside the workplace. Cloud storage is a widely used option today as it allows people to access and edit documents from anywhere in the World, with an Internet access.

Data security

Information security has never been as important as it is now, especially at a time when the new general data protection regulation is just in place. Computer attacks are becoming more frequent and sophisticated, so companies must equip themselves with the right tools to protect their information. Companies should educate employees so they are aware of the need to protect data and must have demanding data backup policies so they can recover their information even in the event of a disaster.

Automation of tasks

Business intelligence is constantly looking for automate tasks so that employees are available for other functions that cannot be accomplished using technology. Companies can adopt a Business Process Management (BPM) system in order to automate tasks and information flows. CRM is a tool that can also be adopted by companies, since it improves customer service processes. In addition to faster execution of tasks, the automation of tasks greatly reduces the likelihood of human error.

Financial management

The appropriate technological tools allow the company to identify points of improvement in its management and to eliminate wasted resources. It is essential that there be a good financial management, because only this is the continuity of the business is guaranteed. Software that integrates information across all departments will make decision processes more agile and more effective, as there is in-depth knowledge about the real state of the business.

Dicas de Gestão

ERP and CRM: everything you need to know about these concepts

Technology has changed the way we view business and how we work. There are several solutions that help us in our day-to-day business, automating processes and facilitating the consultation of information. ERP and CRM are two concepts present in many companies, but there are many people who still confuse the two themes. In this article, we will show you everything you need to know about ERP and CRM!

ERP: definition

ERP means Enterprise Resource Planning. It emerged in the late 50’s, when people began to combine management with technology. Initially, its purpose was to optimize the time spent on manual tasks, but today this resource is capable of integrating all the information and processes of an organization in one place.

The mission of this tool is to group all departments of the company, providing better communication, through a continuous flow of information. This factor proves to be of great utility because the processes of a company depend on each other and a failure of communication or loss of transmission of the data can mean great losses of productivity and profit.

ERP is the most basic software of a company and guarantees the financial control of the organization. ERP allows you to stop using dozens of isolated software and ensures greater control over everything that goes on in a company.

CRM: definition

CRM is the acronym for Customer Relationship Management and is used by thousands of companies to manage their relationship with current and potential customers. This software aims to protect the business information of a company. At the same time, a CRM helps to identify the best actions and the best time to contact the customer, in order to boost the sale. Likewise, it allows you to evaluate objectives and evaluate the sales team.

In summary, we can say that ERP helps to:

– Reduce IT costs, human resources and productivity losses;
– Reduce delivery times, as it boosts productivity;
– Facilitate the management of stocks and the purchase and sale of goods;
– Improve tax management.

Briefly, we can say that CRM helps to:

–  Reduce paper costs;
– Reduce time in the search for information and documents;
– Facilitate the formation of teams through software;
–  Increase sales because you can devote more time to sales and set aside more administrative tasks.

 

Multipeers is a BAM system that allows connection to the various software in a company, facilitating the exchange of information between them and allowing a fast and efficient decision making.

Learn how a BAM system can help your business to grow!

Dicas de Gestão

The most common mistakes in customer management

Customer satisfaction is one of the primary goals of any business. It is often said that a satisfied customer tells their experience to one person, but an unhappy customer shares his discontent for 20 people! Therefore, it is essential for managers to know how to manage their clients, so as to provide them with the best possible service. In this article we will address the most common mistakes in customer management and give tips to avoid them!

Not knowing the customer and their needs

One of the worst mistakes in managing clients is treating all customers the same way. It is unkind when we are attended by an operator who seems robotic and who has a rehearsed speech and does not escape the script. CRM tools help companies to know each customer, their needs and preferences. They also provide information on the most appropriate time to act, either by sending a special campaign or a product sample. You can connect a CRM system to a business monitoring system such as Multipeers. In this way, you will have real-time and always up-to-date information about your customers.

Stalking customers

Some companies don’t know how to respect the customer and send repeated information over and over again. This type of attitude distances the customer from the company and causes it to gain even a certain dislike of the brand. Sending email campaigns should not happen every day or every week. After a request for information there shouldn’t be a constant chase over the phone until the customer decides whether to buy or not. This pressure will only cause the client to decide not to buy anything and will spread their bad experience to their circle of friends and family.

Unique sell

Many commercials are concerned only with the single sale and don’t work towards customer loyalty. Certainly, the first sale is, in theory, the most difficult, since the customer still doesn’t know the company and the products. Focusing on the single sale is a very common mistake that can cause the company to lose sales in the future. Business teams should be concerned about maintaining customer contact in order to guide them toward future purchases and this is achieved through good after-sales service.

Complicating customer service

Unfortunately, there are many companies specializing in this field, especially telecommunications and internet service companies. It is very annoying for a customer to have to repeat their problem to three or four different people. The customer service should always be as pleasant and short as possible because only then can you pass on an image of professionalism. If the customer needs to talk to four people before seeing their problem solved, they will get the feeling that the company is disorganized.

Don’t guide and educate the client

Providing relevant and useful content to the customer about the products or services is a way to educate customers and share important information so that they choose your product. Creating a FAQ section, creating a blog about the area of ​​your activity and having a regular presence on the main social media are good ways to educate the customer about your product.

Tecnologia e Gestão

Find what software can do for your business

Learn the advantages of business management software

The era of paper documents has come to an end and manual processes are less and less used in companies. Several software has become part of the day-to-day business of thousands of people in large, medium and small businesses. Business management and monitoring software allows you to automate processes and decrease the probability of mistakes. But do you really know what the right software can do for your company? In this article, we will introduce you to the main advantages that software has for your business.

Improve customer relationships

A CRM is a very important software for the management of the sales force. Through the adoption of software of this type, it is possible to measure results, evaluate actions and campaigns and have a closer and direct contact with the client.

Data integration

A correct integration of data between different departments is the basis of an organized and effective management. With financial software, the manager is able to gather all the company’s data in one place and control the access between employees. In this way, it is possible to make more conscious and effective decisions because there is a global and integrated view of all the data.

Real-time business indicators

Real-time business monitoring software, such as Multipeers, allows managers to have all company information available in real time on a single dashboard. They also allow the definition of business alerts that warn the user whenever a situation requires their attention. In this way, decision-making is always based on current and reliable information, which guarantees successful decisions!

Organization of financial information

With financial software it is possible to organize all the information related to the company accounts. Many companies end their activity shortly after opening and this is due to the difficulty in organizing the company accounts. Opting for a financial information management software from the beginning is the first step to a successful walk.

Constant Innovation

If the company opts for a SaaS system is guaranteed that it will have the software constantly updated. The company does not have to worry about these issues because it is the responsibility of the SaaS supplier. This type of solution also has the advantage of being completely adapted to the reality of the company, being able to respond in a timely manner to all your needs.

Reduction of costs

With the adoption of software, costs related to manual processes are reduced or even eliminated. In this way, productivity increases because accomplishing tasks and daily goals is easier.

The world is computerized and there is no escaping this new reality. Companies need to adapt to new management tools to become more competitive and win in today’s competitive marketplace!

Tecnologia e Gestão

Technology and business management: main changes

Get to know the main changes that technology has brought to the management

The technology is here to stay and its evolution is getting faster and faster. Companies need to adapt to change so they will easily be outdone by competition. In today’s business world, day-to-day routine is dominated by machines, which in most cases represents higher levels of productivity and lower costs. In this article we will present you the key changes that technology has brought to business management.

Reduction of time spent dealing with administrative issues

Administrative issues consume a great deal of time in companies but they are strictly necessary for the proper functioning of organizations. However, thanks to management software and process automation, today it’s easier to manage the administrative part of a company, automating processes and freeing up human resources for other tasks.

Better time management in the commercial area

One of the most recurring complaints of commercials is the lack of time. Trips to a meeting are often time consuming and this causes a waste of time without a real production. Due to the technology, it’s possible to make a meeting via Skype and videoconference, which eliminates the time spent on travel. Meeting in person is essential, but in a first phase the face-to-face meeting can be replaced by a “remote” meeting. CRM systems also allow professionals in the commercial area to have a more organized day-to-day life, which is an indispensable tool for their work.

Growth of digital marketing

The current consumer lives online. If before we only surfed the Internet through computers, nowadays, due to the growing of the use of mobile devices, we can “live online”. Thus, companies have increasingly bet on digital marketing, investing in appealing and responsive websites and communicating products and services through social networks. Digital marketing brings very positive results to companies because it’s easier to target the audience we want to reach as well as create a stronger relationship with the customer.

Deeper study of competition

Nowadays it’s very easy to know what our competition is doing. The market is no longer static or closed and companies are aware that with the great use of Internet they can no longer live without communication. Nowadays, through websites, blogs, social networks and newsletters, we can always be aware of what our main competitors are doing.

Business monitoring and follow-up

Thanks to business monitoring systems such as Multipeers it’s possible to analyze the status of the business at any moment. In this way, decisions are based on up-to-date information, which makes them more aware and effective. Analyzing the business in real time through appropriate performance indicators has changed the whole way of running a business. Nowadays, it isn’t necessary to access reports that are difficult to read and analyze, because all information about the company can be available on the desktop and on mobile devices.