Tag: IT Services

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Casserly Consulting Blog

Getting a Better Sense of Customer Relationship Management

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I’m sure I don’t need to tell you how important it is to have a handle on your clients’ needs. After all, how else are you supposed to offer them the level of service that they need to remain satisfied enough to stay subscribed to what you offer? This endeavor is exactly why a customer relationship management (or CRM) system is so crucial.

What is Customer Relationship Management?
Customer relationship management is effectively how a company can gauge and improve their interactions with their clients, gradually coaxing them toward repeated business transactions. By compiling data from the many points of contact that a prospect or repeat customer has with a business, that business can build a profile that will help inform their next steps.

With data able to be drawn from website and social media activity, live chat and telephone conversations, and a customer’s purchase history, CRM software can heavily assist you by constructing a database of customer information. Some can even automate certain processes, assisting a company’s marketing and sales forces in more effectively communicating with customers from a more informed standpoint, or allowing labor to be saved by leading an incoming caller through a precomposed voice menu to direct them to whom they need to reach.

A CRM can also be used to optimize internal tasks, like the managerial responsibilities of Human Resources, processing analytics, and automating certain workflows. Some CRM solutions have even begun to incorporate artificial intelligence to better predict a customer’s trajectory.

Customer relationship management systems can be hosted on-premise or delivered over the Internet as a cloud-based solution.

Putting a CRM to Use
A CRM can be leveraged in any number of ways for your business to embrace. Social media engagement can be monitored to identify which platform is most used by an audience, monitoring keywords and brand mentions. Otherwise, it can be used to assist in addressing feedback over social media.

Speaking of feedback, a CRM system can also be of use in a business’ contact center, collecting data from service calls to inform a company’s sales and marketing efforts, as we mentioned above. This is especially useful in a business-to-business application, as it can help to optimize a business’ journey through the sales and marketing funnel.

If a CRM system sounds like something that your company should implement, reach out to COMPANYNAME by calling PHONENUMBER.

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Casserly Consulting Blog

Budgeting for IT Can Benefit Your Business’ Bottom Line

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Your business depends on a budget to come out in the black at the end of the fiscal year, and the way you invest that budget will have a considerable impact. As you create this budget, your IT needs to be one of your top considerations – after all, it is what effectively powers the modern business. Here, we’ll discuss how diligently incorporating your IT into your budget can help your business be more successful down the line.

How to Approach Your IT Spending
When determining an IT budget, perspective is an important part of the process. It can be tempting to view your IT as just another cost of doing business, but it really is more than that. Your technology (and the state it is in) has ramifications that spread to your entire business, so if it is lacking, everything will be. Employee morale will suffer, your productivity will slow, and your incoming cash flow will falter.

After all, an IT budget needs to account for a lot. There are the costs associated with acquiring and subsequently upgrading your information technology, as well as training your staff to properly leverage these solutions. However, a good IT budget will also account for the odd inconveniences that will require some financial spending to resolve. Furthermore, with your budget in mind as a reference, explore some of your options as far as cost-savings go… are you paying for more resources than you need? Are you leaving money on the table anywhere when those funds could be used more effectively contributing to another goal? While information technology is hugely helpful when leveraged properly, it can become a financial burden if over-invested (or even under-invested) in.

This is how you should actually consider your IT budget: an investment. While some of it will be classified as a business expense, much of your spending will be into endeavors that help your business, either by increasing efficiency or reducing waste. Either way, your IT can be used to put your company in a better financial situation.

Encouraging Financial Well-Being with an IT Budget
If you’re unsure of how to proceed with budgeting your IT, we’ve compiled a handy list of things you should (and shouldn’t) do during the process.

  • Have a set budget for your IT. In order for your business to be able to utilize the caliber of technology solutions it needs for success, you need to put forward the investment into those solutions.
  • Invest in business-enhancing solutions. Whether you’re boosting your internal productivity or fortifying your business against threats that could keep you from conducting business as usual, your IT budget should be spent in ways that directly benefit your operations.
  • Don’t shoot from the hip. Like we alluded to above, if you aren’t investing in your IT solutions correctly, you could find yourself in a worse spot than before. It is crucial that you go about investing in your IT strategically, directing funds to where they are needed and where they will help you to generate more revenue.

Alexa von Tobel, CEO of LearnVest.com, said, “We all have pretty much similar dreams, and at the root of all those dreams is being able to be in control of your money.” We agree, which is why we’re dedicated to providing you with the most value in our IT services without emptying your coffers. To learn more about the easily-budgetable services that we have to offer, reach out to us at PHONENUMBER.

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Casserly Consulting Blog

Why It’s Great that Managed Services are Managed

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One of the key benefits of managed IT services is right in the title. It’s managed, meaning that you don’t have to worry about maintaining or configuring your systems. Many small businesses see these kinds of advertisements out in the world but don’t necessarily understand what services are being marketed to them. We’ll take a deep dive into what you can expect from “managed” services for your organization.

Defining Managed Services
Managed services are any services your organization takes advantage of that aren’t managed directly by your company. Perhaps the best example is comparing it to the way the average consumer uses their email. Let’s say you use Gmail as your preferred email service for personal use. Do you manage the mail server running Gmail? Probably not, making the average Gmail user a patron of managed services. If you think about it in this sense, any service that your organization doesn’t manage on its own could be considered a managed service.

In the case of managed IT services, the term “managed” means anything that’s not hosted on your infrastructure or maintained by your on-site employees. This can be anything from cloud-based data storage and web applications to entirely hosted hardware infrastructures that are accessed virtually through the cloud. If you can think it, you can build it–the technology infrastructure of your dreams, without all of the frustration of managing and maintaining it on your own.

The rise of managed IT services has its roots in break-fix IT, where businesses would take their technology to a specialist in order to get issues resolved. This approach meant that they didn’t need employees to maintain the technology on-site, but it also came at a steep cost. Break-fix IT companies would take advantage of businesses that came to them in this fashion, taking care of immediate problems without taking measures for the long term. This meant that businesses would often experience even more issues without addressing the overarching problem, leading to wasted dollars and wasted time.

Now, back to the “managed” part. When a business isn’t managing its own IT, they don’t have to worry about these issues because they are being addressed by a company that A.) Knows how to take care of technology, B.) Takes proactive measures to ensure issues don’t reoccur, and most important of all, C.) Can save your business precious time and resources that can be better spent on other tasks. Imagine having enough time to invest in new outreach initiatives for potential clients, or finally having enough in your budget to not only invest in new technology solutions but implement great ways to increase your bottom line.

COMPANYNAME specializes in providing small businesses with the managed services they need to stay competitive with larger organizations. Managed services often come at a better price point than hiring an entire internal IT department, making it an attractive option for both businesses that don’t have resources to maintain an on-site infrastructure and those that have enough of a staff to manage one, but not enough to maintain it properly. We can either supplement your current help or function entirely as an outsourced IT provider. All you have to do is reach out and ask what we can do for your business.

To learn more about the managed IT business model, reach out to us at PHONENUMBER.

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Casserly Consulting Blog

How to Properly Assess Your Technology Needs

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Nothing lasts forever, especially not the technology that a business relies on to function. Between typical wear and tear and the always-improving trajectory that the technology industry follows, you will likely need to actively evaluate your needs and what you resultantly need to obtain. Today, we’ll walk you through how this technology assessment should be shaped.

What Should your Assessment Focus On?
As you go about evaluating your technology, you need to consider how it has (and is projected to) affect your business. Looking to the past, anticipating the future, and being aware of the present where your technology is concerned will allow you to make better choices as you move forward.

The Past
For example, take the lesson that philosopher George Santayana coined: “Those who cannot remember the past are condemned to repeat it.” This is more or less a fancier way of saying that, if someone never learns from the mistakes they’ve made before, they’re going to keep making the same mistakes. This is why your technology assessment needs to consider the decisions you have made, and if the results were as you expected.

Were your investments into certain solutions ultimately worth it? Did that new process you implemented see any success, or was it even actually adopted by your workforce? Looking at your past decisions and their outcomes will help you make more informed decisions with a better chance of benefiting your company.

The Present
Of course, there will be other signs of issues around you at any time, so it is equally important to evaluate your technology’s efficacy in the given moment. Are your employees able to use the tools at their disposal to properly and successfully do their jobs? If not, what is the root cause of their difficulties? Where do they see the solutions just being insufficient or problematic?

This insight will allow you to reevaluate if your investments are getting as much mileage as they need to be, and therefore will give you a better idea of how your business’ needs should be prioritized moving forward.

The Future
Speaking of moving forward, you need to do something with all the insights you’ve collected from your analysis of the past and present. Making informed decisions based on what you anticipate the future to hold in technological innovations will allow you to center your solutions around your anticipated needs. While this isn’t an exact science, it is better to at least try to predict an outcome than it is to be blindsided by something you could have seen coming.

Benefits of a Technology Assessment
Running a comprehensive assessment of the technology that you leverage in your business’ operations can provide you with various advantages that you might not have access to otherwise. First of all, an assessment is an excellent way to identify any problems your technology may be suffering, as well as to zero in on your business’ needs, as was discussed above. As a result, a technology assessment also serves as an excellent means of narrowing down possible solutions to these deficits. This enables you to select the solutions that are right for you, reducing the costs incurred by deploying solutions that aren’t a good fit.

How Technology Should Be Assessed
Just as trying to sweep a mess out of a carpet is much less effective than using a vacuum cleaner, just giving your needs a quick once-over before making a change or electing not to will not provide your business with any benefits.

Instead, try a more in-depth method to maximize your returns.

  • Study Workflows – Are your employees encountering problems in their workflow? Ask them what improvements would be welcome and compare their suggestions with the growth plan you have projected for your future. Will their suggestions be compatible with the growth plan you’ve established?
  • Analyze Technology in Place – Working again with your employees, establish what strengths and (more importantly) weaknesses your current solutions exhibit that could influence your workflow. A comprehensive understanding of your business technology will help with the next step.
  • Explore Alternative Approaches – Before you charge ahead and take a chunk out of your finances, take the time to brainstorm other resolutions to your IT concerns and deficits. If a slight tweak to the process can resolve the problem, or more effectively using the solutions you have on hand is all it will take to fix it, wouldn’t you say that’s a better option than making huge, expensive changes?
  • Take Stock of Your Resources – If it happens that you do need a new system or solution, it helps to know what you have going in and have your priorities lined up. If a new solution is too expensive, or your team is resistant to change, blindly implementing it all at once could open you up to problems.

Once these steps are completed, you should be much more prepared to make a decision concerning your technology. Need some more help? COMPANYNAME is here with the expertise to assist you in assessing your IT. Give us a call at PHONENUMBER for more information.

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Casserly Consulting Blog

Is Your IT Holding Up Its End Of The Bargain?

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As you design your business’ IT infrastructure, it is important that you look months and years into the future, rather than just what you need in the moment. A good managed service provider will understand that–which makes it your job to find a good one. The following questions will help to more quickly narrow down your search to find the best provider for your needs.

What is included in the service level agreement we would have?
There is nothing that requires all companies to promise or provide the same things. This means that a provider can offer services A and C, but will have nothing to do with anything involving B. The same could just as easily be possible of services A or C. Some providers will have some sort of offering for all services, but offer so little that A, B, and C are more accurately described as a, b, and c. That’s not even taking response times into consideration. It wouldn’t matter if your provider could deliver A through Z, if it took them weeks or days to provide them, rather than hours.

Ideally, you will find a provider that will offer comprehensive services designed to resolve any pain points you may encounter in a swift and professional manner. In order to be sure that you have, you need to know what that provider will provide.

How to you approach network management?
This is an important consideration for a few reasons, first and foremost to ensure that you will not run up an obscene bill on what another provider would include in their basic IT support package. If your management costs are going to hold you back going forward, it makes a lot of sense that your provider can adapt with you to save you some much-needed capital.

Since making a profit is the primary goal of business, the more your organization grows the more agile you need your service provider to be. More technology to monitor and manage, the more time it will take, so choosing a provider that has shown success helping small businesses grow is advantageous.

How will you help us protect my network and data?
An IT disaster is usually a data disaster. Losing data can present all types of problems for your business; and, can happen in a number of ways. Hardware failure, malware, or user error can all result in critical data being lost.

As a result, along with the IT provider’s continuous monitoring and their use of automation to keep everything managed around the clock, an MSP has to be able to have a plan to protect the digital assets a company may have. A good amount of an organization’s data is useful, and having a plan to back it up, and recover it quickly can keep your business going. After all, a staff that is battling downtime from data loss (or any other IT-related reason) is less productive, and less engaged (leading to further productivity and revenue loss).

These are just a small number of the issues you have to be able to trust your IT Services provider to prioritize for your business. If you are looking for a comprehensive partner to protect your business from IT-related downtime, call the certified professional as COMPANYNAME today at PHONENUMBER.

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Business

Here’s a Cost-Effective Alternative to Onboarding Additional IT Staff

b2ap3_thumbnail_outsourced_it_400.jpg An internal IT department serves two primary purposes for businesses. The first is to keep an eye on your technology problems and resolve them. The second is to plan for the future and implement new strategies that will help your organization function more effectively. The problem for the average small business is that their IT department often doesn’t have the luxury of performing both of these tasks.

The root of the problem is that most IT departments are too busy dealing with technology support issues and requests from employees to innovate. Eventually, this lack of innovation could cost your business money.

Do You Know What You’re Paying Your IT Department For?
By definition, your IT department is supposed to plan methods for your business to improve its infrastructure through any means necessary. On the side, they are supposed to help your organization by providing technical support for your assets. By adhering to this model, your IT department should be able to find ways to improve your technology infrastructure, while providing technical assistance for those who need it. The problem is that, as technology becomes more complicated, the help demanded by employees increases.

While it might seem ideal to approach IT support with an internal IT department, it rarely works out. IT departments just don’t have as much time as they need to really work toward improving anything. Often times, these issues are either recurring or resolved simply by rebooting the system, which is a waste of your IT department’s time.

Is Your IT Department Taking Your Company Nowhere?
While your IT department struggles to keep up, your team will naturally need to make forward progress. However, when all they do is respond to problems without making progress in order to prevent them, it’s easy to overlook the fact that many of these problems can be prevented in the future with a little innovation in the present. Plus, when routine maintenance is foregone for the sake of solving short-term problems, you’ll lose out in the long-term due to decreased performance and security issues.

As you can see (perhaps even from your own experience), an in-house IT department is often more distracted by problems that aren’t even theirs to resolve, which pulls them away from work that could make your business better. As a result, many organizations seek to outsource the IT work of their IT department’s in order to make up lost time. This can include innovation, but more often than not, you’ll find that outsourcing routine IT tasks and technology support to be helpful to your company’s overall goals.

After all, your technicians were hired to innovate, so why not give them the opportunity to do so?

To learn more about outsourced IT, reach out to COMPANYNAME. We can provide a help desk, network audits, and so many more valuable IT services that will help your organization improve efficiency. Call us today at PHONENUMBER.

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Technology

Explaining Managed IT to Busy Business Owners

b2ap3_thumbnail_managed_it_service_agreement_400.jpg As a business, you focus on providing a specific good or service to your area. This means spending a considerable amount of time trying to make your organization the go-to SMB for that particular service. All organizations specialize in a certain craft, but sometimes their skills may fall short of their needs in areas that lay outside this expertise. Outsourcing is a simple way for businesses to leverage skills that aren’t part of their expertise without taking the time to learn the skill themselves, and it’s an invaluable part of any business owner’s strategy.

Let’s use managed IT services as an example. While enterprises might have the budget and workforce to accommodate managing on-site networks and hardware, it’s unlikely that the SMB does as well. Technology maintenance requires careful attention to detail, which can only be offered by trained professionals who understand the importance of their task. IT maintenance and management isn’t something that can be learned overnight.

While the benefits are significant, the major roadblock for organizations isn’t implementing a new IT management model; rather, it’s their limited budget. They struggle to resolve problems with their IT systems without breaking their budget, and the typical break-fix IT company isn’t devoted to saving them any cash on technology repair. Instead, a managed service provider tries to take proactive measures to prevent issues from happening in the first place.

Comparing the two solutions side by side gives more than enough reason to forsake break-fix IT services. If you can prevent problems from happening in the first place, why wouldn’t you? When a server or workstation breaks down, countless files and hours of productivity are lost, making recovery difficult, if not impossible.

Managed IT allows for fixed monthly payments, taking the unpredictability out of managing technology. Unlike break-fix IT, which capitalizes on your business’s technology breaking down, managed IT services aim to prevent this from happening in the first place; saving your business money in the long run. You’ll find that when you experience minimal trouble with your IT, the possibilities are quite literally endless. You can invest more time and money into your business’s other aspects.

To learn more about managed IT services, reach out to us at PHONENUMBER.