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Analyze this situation.
Imagine that a client calls you...
You use the Find button and find the client in your software. Until now,
nothing new... and I assume you can presently do this.
Now, your client asks you how much money he owes. Can you do that with one
click?
Then, he wants to know what he purchased lately (since he is unsure he received
his merchandise). Can you find all of his invoices with one click?
Then, he wants to verify that you received his e-mail last Friday (he doesn't
remember from which e-mail he sent it FROM, or even which of your addresses he
sent it to). Can you pull all communications with him (e-mails sent/received,
efaxes sent/received, etc.) with one click?
Then, he wants to receive a price quote on your new product. Do you know if the
product is in stock and can process the quote right on the spot and send it to
him by e-mail in seconds?
Then, he says that he would like to receive more information on your new
product. Can you send a personalized pre-written answer about your product? Can
you set an auto-responder to show the benefits of your new product with several
personalized e-mails automatically over the next few weeks?
Then, he asks you if he can see your product somewhere and maybe buy a sample
at a discount. Can you sent him a link to your web store and modify the product
price just for him in seconds?
Then, he asks you to pull the contract he sent by mail a month ago to review
some details. Can you retrieve that document with one click?
Then, he wants to know if the check he sent last week was received and has been
cashed already. Can you check your bank account and find all the checks from
this client to know if it's been cleared right there in your software?
Then, he says that he wants the product sample and wants to give you a credit
card to charge. Can you charge his credit card right on the spot?
Then, he decides that a sample won't be sufficient, so he wants a small
quantity of your new product but his credit card does not have enough balance,
so he wants to pay by check. Can you ACH his account directly from the software
while crediting the corresponding bank account of yours?
Then, he changes his mind again and wants to set a recurring order every month
for the next 12 months and be charged by check. Can you set a recurrent
receivable and set to ACH his account every month?
Then, he wants to be called next Monday at 10 AM to remind him to send a check
but he requests that agent Mary Smith calls him, not you. Can you set and
assign this follow-up task to another agent?
After he hangs up, you realize that the agent he referred to is in another city
and you need to advise her of this task, and perhaps other pending
tasks. Can you select all Mary Smith's tasks and then upload them to your
website where she can retrieve them with any Internet device (iPhone, Blackberries, laptops, etc.) where you can later
download all the changes she might have made to previous online tasks?
If you can do all of this within your present business software solution, you
are using our software. Otherwise, keep reading and be ready to be
amazed.
The definition of a healthy business is very clear. Your income must be
greater than your expenses.
Efficiency is key. If you are not efficient, expenses
of all kinds, especially employee labor costs, may break any otherwise
successful business.
The majority of times, you need several employees to execute different business
tasks. Even worse, those employees invest an unnecessary amount of time to do
their tasks simply because they need to control many separate pieces of software
that don't talk to each other, and are clumsy when working alone. Oftentimes, information
has to be duplicated onto all of them to make the situation coherent, wasting a
great deal of time.
If you followed the story above and imagined how to replicate all of the
actions described there with your present business software, you have realized
how much time you are wasting every day switching back and forth between different
software systems to accomplish what it is describe above, if that's even
possible.
Imagine that every morning you want to know your company's status in terms of
outstanding Invoices, Receivables, Payables, Bank balances, Credit Cards
balances, and Products sold for any range of dates. Also you want to know a summary
of Invoices, Receivables, and Payables. You can have an accountant in house do
the job and pray that he has everything up-to-date, or you can click a button on
the Financial Desktop and obtain that information by yourself.


Click for our professional:
© LMR International, Inc. All Rights Reserved. |
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The new features are: An automatic 'Lender's Benefit Analysis' form. We added a new 'Limited Power of Attorney' form for your convenience. A Profit & Loss statement with selectable DTI (debt to income) ratio. A list of Lenders with Phones and Fax numbers.
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