How Effective is your Team's Phone Activity?

Where the phone system and SalesLogix are not integrated, productivity is limited by having to manually dial numbers, enter written notes into SalesLogix after a call is wrapped up or retrieve caller information only after the caller has identified themselves. You will also have an incomplete picture of the effectiveness of your telephony activity. This can diminish your customers’ perceptions of your business and impact your bottom line.

intelli-CTi for SalesLogix extends the capabilities of your SalesLogix system by enabling telephony data capture for contacts and accounts and improving the productivity and measurement of your organisation. You can dial from within SalesLogix with one click or identify a caller and view their contact record before you answer the phone.

It means you can:

  • Enable the quick retrieval of contact and account data in SalesLogix when a call is received so you can deliver the best customer service.
  • Associate calls to marketing campaigns to enable more accurate measurement of campaigns.
  • Increase productivity by improving the speed and accuracy of outbound calling with one-click dialling from within SalesLogix.
  • Capture and manage multiple telephone numbers for contacts and accounts in SalesLogix.
  • Record calls statistics and associated opportunity data to improve your business intelligence reporting.
  • Handle suppressed numbers so you comply with the Data Protection Act and Telephone Preference Service.
  • Use SoftPhone features which enable on-screen dialling, favourite number dialling, customisable user preferences and LCD style displays which provide visual feedback of call status.
  • Connect to your CTI-enabled phone systems through intelli-CTis open CTI driver architecture supporting standard TAPI, CSTA and TSAPI standard telephony interfaces.
  • Compatible with Voice Over IP (VOIP) phone systems, and most Citrix environments.

For more information about intelli-CTi, contact Blytheco - send us an email, or give us a call at 800.455.1368, extension 2500.


SageCRM Version 7.0 Coming Soon!

SageCRM 7.0, coming in May, focuses on user adoption and productivity, with a customizable, interactive dashboard; fresh, modern user interface; an Active Directory import that makes it faster to deploy new users; and other productivity-enhancing features.

Users can now manage all their activities from one place, including their calendar, tasks, and lists. It can also display web and RSS feeds that deliver relevant content such as news headlines and blogs. Plus, users can tap into social networking for instant knowledge about customers through integration with LinkedIn® and other social media sites. All this enables users to accomplish more by accessing the information they use every day without switching screens. Using drag and drop functionality, users can quickly and easily personalize the layout and the information displayed on the interactive dashboard so it matches the way they work.

For the new SageCRM 7.0 feature sheet or more information, contact Blytheco - send us an email, or give us a call at 800.455.1368, extension 2500.

 


Inside Blytheco...Employee Profile

Stephen Blythe is Blytheco's founder and CEO.

Your favorite thing about working for Blytheco: 
Helping people and consulting with CEOs and CFOs to help them remove roadblocks to meeting their businessgoals. Also, mentoring Blytheco staff and providing them the resources and support to help take them to the next level of their personal success.

What do you do in your spare time? 
I work with many non-profits and flying organizations. I enjoy flying my Bonanza aircraft, scuba diving and spending time with my wife, our family and especially our seven grandkids.

Describe your work with non-profit organizations/charities: 

The primary non-profit organization I support is Liga International, The Flying Doctors of Mercy (www.ligainternational.org). Since 1934, Liga has been dedicated to improving the health and well-being of the people of Sinaloa, Mexico by providing free health care and education.

I provide web development services, business systems, accounting support and I am also a pilot for Liga.

The first Friday of each month from October through June, 15-20 privately owned airplanes deliver volunteers and supplies to remote LIGA clinics. There, hundreds of needy people are given medical, dental, and eye care that they would not get otherwise. Plastic surgeons repair cleft lips, cleft palates, remove tumors, skin cancers, and repair burn scars. General surgeons perform hernia operations. Podiatrists straighten club feet so children can walk. Long-neglected teeth are filled or removed. Ophthalmologists remove scores of cataracts. Glasses are fitted and sight is restored to the blind. An audiologist provides hearing aids and hearing is restored or improved. Many of these offer the local children the ability to attend school and obtain a better future.

Why did you get involved with these groups? 
I wanted to combine my passion for travel and life with giving back to others.

Something you can’t say no to: 
My wife and grandkids.  The key to a happy relationship is “Yes, dear”.  The grandkids are all the fun of kids with none of the responsibility and conflict. Who can say no to that?


Make the most of your system!

Geri Relich from CIBA Insurance Services contacted Blytheco for assistance with an important report that was running very slowly.

"This report used to take 30 – 40 minutes to run, and nobody could explain it. 

The first thing John had to do was to get Crystal 10 on the system, as the report we were working with was a customized Crystal report.  He got behind the scenes, and saw where the data was pulling from (the history file).  He also looked at  the data fields and determined that we could get those same fields from the open invoice file.  Then he looked at the company setup and saw that we retained closed invoices in the open invoice file for 800 days.  He also looked at the period end closings and saw that we hadn’t done period end closings for many months. 

He began by mapping the data to the open invoice file, closed the periods, and changed the number of days in which the open invoice file holds closed invoices.  Whether one of those things changed processing time, or a combination of all, he got the report to run in under 1 minute.  He went through the same routine with another entity that utilized the same report.  Since that entity is much smaller, the report used to take 10 – 12 minutes to run.  It now runs in a couple of seconds.  My staff is so happy, because running these reports was something they dreaded as it would prevent them from using their computer while the report was processing.  I can’t be more pleased, and the A/R staff at CIBA sends John their best wishes.

Thank you John from the Accounting Staff at CIBA!"

Regardless of the system you use or how you use it, Blytheco consultants have the experience and expertise to provide creative solutions to your business challenges. How can Blytheco help you save time and money?

       
     

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