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November 17, 2009 15:44 by calvin luttrell

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Accept Payments Inside VoodooCRM

November 17, 2009 15:42 by calvin luttrell

VoodooCRM allows for payment processing through Chase Paymentech for easy payment processing for products, orders and services. Lowest merchant fees guaranteed. Secure and low cost solutions available for payment technology.  


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Real-estate comes back with custom VoodooCRM solution

November 17, 2009 15:36 by calvin luttrell

If your in real-estate you have real needs and demands to contact clients and get information about a property from a MLS system in to your CRM database. With Bing Maps integration along with your MLS we can bring down leads and plot them on a Map for you. We can also display demographics information about a specific neighborhood. Using web automation technology redundant forms to be filled out his thing of the past. No need to type MLS data in to your CRM when it’s imported automatically.

Need to post an ad on Craig's list or other forum to show your property? No problem. Need to show your property on your web site with out a web master. No problem. Need to do an automated broadcast phone call, fax and email to have a open house. It can be done for you cheaper than you think. Start selling property again with VoodooCRM custom real-estate solutions. There has never been a better time to get in to a new VoodooCRM solution customized to take what is hard about your real-estate business and make easy again. 

 

1. Send requests for BPO and Appraisals

2. Plan open house events

3. Integrate with 3rd party vendors

4. Post properties on your web site with out thinking about it.

5. Source code included

6. Bing Maps

7. Data validation

8. MLS import

9. Mortgage calculations


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Law Offices breath easy with VoodooCRM

November 17, 2009 15:29 by calvin luttrell

Law offices operate very differently depending on the type of law being practiced. Small firms don’t have time to spend taking away from billable time for clients and put it in to a dead end CRM solution. I once serviced an attorney title attorney. Although there are specific CRM solutions for attorney’s they are very expensive. Your law office needs a way to track relationships check for conflicts of interest and integrate with existing software packages in your office. You need to do all that with out taking more than 60 minutes a week to discuss your specific implementation.

VoodooCRM works well in this situation we customize for your legal firm with your requirements and your specific situation over a period of several weeks. Slow but deliberate that’s how NASA sends men and women in to space and that’s how VoodooCRM can help you expand and leverage your relationships, when to take job or refer it to someone else. If you are lawyer and need a CRM we’ll fight for you keep interruptions to your firm to a minimum.  


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Call Centers explode with VoodooCRM

November 17, 2009 15:20 by calvin luttrell

VoodooCRM is a fantastic call center application. I once worked for 800-toothache… and developed on call center applications for dozens of operators. Although I was there for about 3 years never could quite convince management to steer way from painful poorly designed software and go with a fresh take. Why did I fail at this task? Well if you ever worked at a company with fear based scarcity thinking CHANGE is like pooping in your pants. In an ego based management team nothing really gets done even when years go by.

Since I could not replace the production system we spent time optimizing it. Things that management failed to listen to were fundamental break downs in the system. When you have a call center odds are if your calls are generated by Media you get spikes of traffic online and in the call center. That means you need to be able to scale to handle the load or loose valuable orders, referrals or whatever your call center is supposed to provide. They said “we will never double our calls overnight”. Well “they” were wrong and they double their calls on two occasions. Once when they bought their only competitor then again when they took their business online. Both times the system died and had to be repaired by me at the 12th hour.

Call center applications should have a scripted interface so the operator can read a script to a consumer, customer or partner on the phone. They should validate data and handle workflow. These days with open source VoodooCRM you can develop you call center for up to 10 operators with virtually no software costs. Only customization for your operators and your call center is really required. We can develop your solution in 6-8 weeks and have a pilot program running for existing call centers to test out their system before going live. Take the ache our of your call center solution call ProjectThunder for a VoodooCRM call center solution.

 

  1. Order taking and up selling
  2. Referrals with geo-coding
  3. Bing Maps integration
  4. Address, name, phone and email validation
  5. Scalable to handle 4 times you current load
  6. Source code included
  7. Demographics data including income, SAT and more
  8. Migration strategy
  9. Screen pops and automated email and faxes.
  10. Tech support and 24\7 support optional

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Who moved my GoldMine?

November 17, 2009 14:59 by calvin luttrell

If you are a classic GoldMine user you know already that classic GoldMine prior to 7.0 will not run on Vista or Windows 7. Windows doesn’t allow you write to files in the Program Files directory. You either pay up the Waszuuu for a new version of GoldMine or you can’t upgrade your OS. One of our clients was told by GoldMine they had to pay back maintenance fees in order to even talk about adding one more user. Lame…

One feature of Windows 7 is you can use something called “XP Mode” which allows you to spin up a XP Instance to run legacy applications. This works through Virtual PC which is free for Windows 7 and the XP license is also free for Windows 7 users. It will support USB devices and everything. Starting to feel like Christmas right?

You can upgrade to Windows 7 and still run class GoldMine. Doug over at Castell Computers can hook you up if you want to go that route. If you are not looking for a web based client Eagle CRM offers a great inline upgrade option for old GoldMine users. What does Voodoo CRM offer for GoldMine users who want to upgrade to a smart client or web based CRM option. Voodoo CRM is based on SugarCRM but written in Microsoft.Net. It means you get the best tools but still using an open source platform which keeps your software costs down to virtually nothing.

Then if you need customization we can do that for you a low rate even if it requires custom coding and integration with your existing systems. No large project required we can do it peace meal 10 hour block at a time until your system is lean mean and saving you money and time. Up to 10 users no maintenance fees or extra licensing BS. 

I worked for GoldMine for 3 years and really enjoyed working there. Once the owners sold out it went all down hill from there. Similar thing happened with Home Depot once the founders were out it became all about squeezing the cash out of the company then selling out. I was on the Titan team for CRM 4.0 but the product was pretty lame and over engineered. It can’t even do what GoldMine 2.5a for Windows 3.11 could do. Plus the costs are prohibitive. If you really want Microsoft CRM you can host a use offsite for about 30 dollars a month but to get the full package it’s about 80 a month per user. Where as VoodooCRM is only 19 dollars a month per user and it comes with the source code.    


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CRM - Mobile

January 19, 2009 10:07 by Calvin Luttrell

CRM is a product of creative economy, a distinct step forward from the ear of knowledge economy. The focus has turned into innovative designs to compete with the change in the business core competency. This focus has brought forth a fresh perspective to the existing generation with user experience more targeted towards content, creativity, connection, collaboration and contextual representation.

Social networks have emerged and have become change effectors. Collaboration has become the focus with special emphasis on mutual value addition. Personal experiences have become key factors with significant user experiences translating into influencing factors in enterprise value chain. Web 2.0, twitter, and Facebook dominate the user and state of the art technology commands the infrastructure and software platform. Business is no more identified as a separate entity and it is evident that consumers drive business through content participation. Customers are two in one – social and a mobile customer.

Mobility is increasing factor towards important decision making and technology offers mobile services in ERP and VMN (virtual mobile networks) are fast becoming mainstream clients. Office in the mobile is becoming a catchy concept and particularly a time and cost saving implementation for the road worker such as police force and logistics department where information is power.

Mobile CRM provides the advantage of anywhere anytime access to information yet with the needs of total integration across clients, organization that cannot be minimized or ignored. Mobile CRM is a client tool that can be envisioned as a productivity enhancement factor integrated into the main system. It cannot sustain as a stand alone application. Maturity model of mobile CRM has already evolved in field service with maximum benefit and ROI reporting high returns. Mobile CRM has number of considerations in security, service providers, vendors, technology and cost to name a few. Careful evaluation should be taken up before opting for a Mobile CRM solution.


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CRM - Understanding Implementation

January 18, 2009 14:46 by Calvin Luttrell

Successful implementation is the key factor to usability of CRM in business scenarios. A simple CRM initiative will benefit from concentrated, methodical professional approach to consulting assistance. It is obvious as a business implements a CRM once in probably 8 years but CRM consultants implement number of projects a year.

Statement of work is the basis of implementation and the plan should contain elements related to the implementation such as approach, plan and deliverables. It should also detail the responsibilities of the customer and the consultant with clear definition of assumptions, risks and impact of the implementation.

Project approach defines the consulting firm commitment on work accomplishment, reporting frequency and format. Project plan is a task and time related document outlining the major tasks with time lines and date to go live. Deliverables are outcomes of work accomplished such as database installation, data conversion, customization of reports, training and form customization, modifications and enhancements completed. Responsibilities outline the customer and consultant dependencies and work limitations. Assumption, risks and impacts are the clauses that involve ‘out of scope’ tasks, effect of the implementation on existing systems if any and the fallouts if any due to implementation.

Other implementation terms should also be included. Billing information, payment terms for different areas, terms of notification on project breaking estimation in terms of time and cost, list of elements bundled along with the implementation such as software etc and a  clear definition of start date and go live date.

Implementation is a unified effort of human resource, business process, technology components and success depends on the well defined scope of  requirements and ideal CRM software selection.

 


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CRM Implementation - Plan

January 18, 2009 14:44 by Calvin Luttrell

Software selection process should concentrate on cost balance, complexity of the implementation, functionality expected, maintenance and manageability, flexibility to expand, technology used and other factors. Planning can be achieved by defining the requirements and selection of the appropriate software based on the requirements.

Requirement definition document should be prepared after end to end meetings with business process leaders, users. Potential areas of improvement must be identified to isolate and act on the constraints in the current system. After identification of areas of improvement, requirement definition is drafted with a follow up for review of the document with concerned resources. The requirement definition document serves as a base for CRM implementation and helps in avoiding rework and duplication of efforts. Success measurements of the project implementation must be clearly defined.

Software selection process has elements of vendor selection, evaluation, vendor solution presentation, and review followed by contract finalization. Potential vendors are scrutinized and the list is short listed. Short listed vendors react to the requirement definition document and based on the responses, vendors are requested to present the solution.

Interaction with the short listed vendors is a mandatory requirement to confirm the understanding of the requirement definition document. Demo is the best way to assess the CRM application performance to the needs of the organization. Advantages and disadvantages of hosted and non hosted alternatives should be evaluated if required.

Final stage of planning revolves around iterative reviews and resolution of discrepancies with the demo presentation and understanding. Few things in the final stage of planning of utmost importance are project scope definition, licenses and service pricing, terms and conditions of the contract and last but not the least is the service level agreement (SLA).

 


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CRM Implementation - Getting Ready

January 18, 2009 14:42 by Calvin Luttrell

CRM is not a happening, it is an implementation. CRM is a central repository of customers’ history and relationship with the organization ranging from marketing, sales and support. A singular view of the customer provides distinct advantage but the percentage differs on the basis of customer exposure. Companies may benefit from updating the sales team on a shipment, drive sales to target customers, and establishment of an effective forecast system.

Organizations opting for CRM should focus on the readiness before implementation. The readiness factors are success measurement analyses, Executive involvement, Process research for consistency, and organizational involvement.

Success measurement analysis is a key factor as it outlines the specific vision and goals of investment in CRM. The goals defined must be measurable and within attainment limits. Goals may be income based or unit based or solely focused on customer relationship. A goal to increase the average sale over a target or increase in opportunities to sales conversion ratio or a focus on customer service calls to bring about a 24 hours turnaround to problem resolution will provide more clarity and readiness towards CRM implementation.

CRM implementation requires considerable effort from the top, senior and mid level management to coordinate the interfacing of multiple departments distributed across geographical locations to execute an all-in-one environment. Clear leadership forms the foundation for selection, planning and implementation of a successful CRM project.

CRM system requires consistent process and cannot be implemented on an ad hoc business process. Streamlining of processes is vital and specific emphasis should be laid on process examination of marketing, sales and service processes.


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