04 Aug 2018

All systems go for the summer with mobile solutions for your business applications

Are you taking time off this summer? But do you still need to make sure to have access to vital business information?

All the business applications and solutions that Synergy Technology delivers can be adapted to ensure you have functionality out of the office, using web-based systems, WiFi and familiar BYO devices.

So this summer, take some time off, relax, but knowing that you can tap into your business information if necessary.

Universal APP for Microsoft Dynamics NAV

Designed to help your business and your employees that work on the go, you can experience the power and simplicity of Microsoft Dynamics NAV using the Universal App on your preferred iOS, Android or Windows device – be it phone, tablet, laptop, or desktop – it’s all up to you.

Using the Universal App is a great solution as it puts business in the hands of remote workers (and people on leave or working from home) – Your field teams including salespeople and account managers, service engineers, executives, consultants and bookkeepers can access Dynamics NAV offsite and stay up-to-date. It also helps to improve the accuracy and timeliness of your data – with access to Dynamics NAV from all locations, the user can capture information as it arises keeping the business system and communications up-to-date.

READ OUR BLOG | Empower your workers with the Microsoft Universal App

Pocket CRM for SuperOffice

Mobile CRM or mobile customer relationship management is a CRM tool for SuperOffice designed for mobile devices including smartphones and tablets.

By connecting through mobile CRM, you, your sales team and employees on the move, have access to customer data through the CRM mobile app or through a web-based browser with cloud CRM. If your Account Manager visits a prospect and the visit subsequently requires changes regarding an in-progress deal or quote, or needs to update information whilst away from the office, this can be updated on the mobile CRM without the need to wait until the Account Manager arrives back at work, keeping your entire CRM always up to date – for everyone.

READ OUR BLOG | Work on your business and your suntan with pocket CRM!

Pegasus Mobile Sales

Now you can provide your field sales team with a great tool to use on the road or away from the office.

Mobile Sales via Pegasus Web Xchange is a dedicated sales app that will change the way your orders are taken and processed. If you have a sales team on the road, Pegasus Mobile Sales will be an invaluable tool for them to take sales orders on their mobile devices. The sales person can showcase products to the customer, take the order and send it securely back to the office to be authorised and uploaded into Opera 3 Sales Order Processing

READ OUR BLOG | Improve the way your sales team interact : Pegasus Mobile Sales

The Virtual workforce

If some of your workforce need to work from home during the summer whilst their children are off school, then the ability to work virtually presents significant benefits for your business – from reduced staff turnover to higher productivity and less stress.  Read our blog to explore why in more detail as well as looking at some of the practicalities of creating your own virtual workforce – it’s easier than you might think.

READ OUR BLOG | Engage, inspire and empower your employees

For further information on mobile solutions contact Synergy Technology on 0345 456 0050.

And enjoy your summer holidays!

 

 

 

 

Share this
03 Jul 2018

Improving your SuperOffice CRM system with bespoke development

SuperOffice is a powerful scalable CRM database system designed for organisations that operate in the business to business market sectors. Our professional development team at Synergy Technology provides additional bespoke development work to ensure that SuperOffice users maximise the functionality and effectiveness of their CRM system. Trevor and Richard two of our talented team of developers, outline the features and benefits of bespoke development.

What is the reason for requiring bespoke development?

“Bespoke development for SuperOffice can cover almost any operational enhancement that a business requires to really make the most of their customer relationship management system. We help our clients extend and customise SuperOffice so that they can achieve the maximum efficiency from the system in their daily routine, which then becomes richer with information and delivers better results.

“We can practically program anything necessary into SuperOffice to enhance the sales, marketing and customer service functionalities of a business.”
Trevor, Head of Development, Synergy Technology.

Every industry, every business and every process has different and sometimes very specific requirements. SuperOffice out of the box can not to meet all these complex requirements. If it did, it would be very expensive, difficult to update and deliver across a wide range of platforms, and would end up including modules and functionality that would not be utilised by the majority of SuperOffice users.

SuperOffice consolidates the key contact functionality of a business based on its Sales, Service Delivery, Marketing and Customer Processes. Bespoke development is designed to make SuperOffice a perfect 100% fit to each and every client’s specific needs.

It has been designed to support client specific business functions and can be tailored by developers to suit a wide range of requirements. Development work can cover anything from integration between CRM operations and third party add-ons or modules, as well as developing sophisticated reporting systems that combines data from several systems linked to SuperOffice.”

What sort of development work do you do?

We can create a wide range of processes and functions that enhances the effectiveness of SuperOffice and its application, this includes:

  • Create web pages that can carry out functions connected to SuperOffice.
  • Converting documents within SuperOffice to PDF.
  • Additional telesales processes.
  • Creating sophisticated sales operations.
  • Call scripts, call logging and related reporting.
  • Additional marketing activities.
  • Automating repetitive tasks, consolidating information.
  • Integrating systems or data from other systems to streamline internal processes.
  • Full end to end marketing integration.

 

Synergy Technology can devise a bespoke solution for almost any requirement for additional functionality in SuperOffice.

Development work can eliminate repetitive time consuming manual data processes with automated functions that equally reduces the risk of duplication of data and improves data accuracy. Richard, SuperOffice Developer, Synergy Technology

Examples of SuperOffice development that Synergy Technology has produced for clients include:

  • Package integration with financial packages including SAGE50, Pegasus Opera, Dynamics NAV, Access Dimensions, SAP integration and Xero.
  • Integration with email marketing systems including eMarketeer and CommuniGator.
  • Integration with systems such as INKWRX to convert existing business forms and documents allowing paperwork to be completed using a mobile phone, tablet or digital pen.
  • Tailoring functionality.
  • Developing modules to quickly lookup postcodes and business information online.
  • Tailoring reports and documentation to reflect the company standards.
  • Even something as specific as adopting the system to work with deep sea exploration and offshore windfarms for monitoring profit cost control and access control.

 

What are the real benefits of bespoke work for SuperOffice users?

Basically bespoke development within SuperOffice ensures that it works seamlessly and effectively across financial, sales, marketing and customer service activities and consolidates any system functions that share the same data or reporting.

Other bespoke work is adding functionality to the existing system, or maximising the value of the data within in the system by creating informative, up-to-date reporting. Developing bespoke work usually involves incorporating SuperOffice into existing third party systems or with a new system that the client wants to start using. The key is understanding what the client is looking to achieve from their CRM system.

“Listening to our clients, understanding their needs, and determining the best most cost effective solution is our priority. To find the best solution we always seek to offer the most effective and perfect fit.

We also aim to find the best solution for the client, and focus on ensuring that the development work can also be adapted for future requirements. By considering the client’s long term plans for their CRM system we can make sure that any bespoke work is not isolated but forms part of their future needs.

Often development work it is not always as complicated as a client may first think. Often we can resolve a requirement for the client by identifying functionality that already exists within SuperOffice that is not being utilised by their team. Training and technical support may be all that is required to improve the system. Additionally, development work to improve a client’s system to meet their requirements can be resolved by integrating third party add-ons that already exist such as eMarketeer or Business Analyze with SuperOffice.

It is also becoming increasingly popular is to develop functionality using web pages (also called web panels). Basically we create a page you can access using a browser like Internet Explorer or Chrome. The web page is developed and designed completely by us but the functionality is dictated by the client and we also try to keep the look and feel consistent with the look and feel of SuperOffice for ease of use”.

Reducing the work to create a monthly management report down to just 0.12% of the original time!

“A specific example of bespoke work for SuperOffice for a client was some very simple development work to automate a rather time consuming Management Reports that required updating and printing every month.

The original process adopted by our client was a laborious task to prepare the report by reviewing statistics, sales figures and other information from SuperOffice and subsequently updating data within an external report. Our development work took two days to complete using (something about in Sequel etc.) and turned the onerous task into a “click refresh report” button reducing this process to well under a minute, a tiny fraction of the original effort. The invested development time was making a saving for the business within its second month of implementation.

Improving internal telesales procedures and increasing sales, customer and team satisfaction and profit.

“Over our 20 year history we have been approached with many special requirements and market specific requirements. In 2015 we were engaged by a dynamic organisation with a team of 40 internal telesales people making high volume call outs to businesses in the UK.

They were experiencing poor data management, lack of data sharing, the need to remove duplicate tasks and no clear method for follow up, to name but a few of their problems. Our brief was to create a process within SuperOffice to bring together the data management whilst also providing an easy to use telesales tool to allow the business to increase customer touch, manage information via a single data source, clean and manage the data for the business and remove work duplication.

As a result of the bespoke development, the organisation saw an improved performance within the telesales team, an increase in appointments and in turn an increase in business and sales. The SuperOffice functionality that we developed is a module called eTelesales and is now available as a commercial add on for SuperOffice.”

Improve the efficiency and sales and marketing processes in your business

The main benefit of bespoke development work is to streamline processes within the client’s business that also results in increased productivity and offering major time saving benefits. Here are some of the key benefits:

  • Save time – bespoke development creates time saving benefits to the users.
  • Better control of information – by using the same data sources across your business systems.
  • Reduce errors – by automating repetitive processes.
  • Simplify processes – saving time and releasing employees to focus on other tasks.
  • Better monitoring of sales performance – ensuring your team have real time results.
  • More unified sales and marketing processes – immediate alerts to sales leads via campaigns.
  • Improved customer services – providing a consistent, proactive and monitored service.

 

Synergy Technology has the technical resources to develop your SuperOffice system

Synergy Technology is a highly skilled accredited partner of SuperOffice. We have a dedicated technical team with extensive working knowledge of the software who are able to apply practical and customisable business solutions using the application.

Synergy Technology also provides a range of existing development work available to all SuperOffice users. Our eSuite modules including eTelesales, ePostcode, ePDF are designed and developed by technical experts in business programming and are designed to complement SuperOffice functionality. eSuite modules are created using a unique process of analysis and then applying a design and development solution to deliver a timely, cost effective solution that meets the needs of the small to medium business.

Our technical team can also offer your business ongoing guidance, advice and support to ensure SuperOffice is scaleable and adaptable to the changing needs of your business, including the implementation of additional applications such as digital marketing, mobile applications, advanced reporting and quote management. To discuss your development needs for SuperOffice, please contact Synergy Technology on 0345 456 0050 or send us an email today.

Share this
27 May 2018

Creating a virtual office that’s open for business from anywhere!

It is common to think of cutting edge technology as reserved for enormous multinationals. However, as our interview with Michael Gibbs, Director at Synergy Technology demonstrates, small to medium sized enterprises (SMEs) can equally reap the rewards of a well-designed secure workspace.

“For a recent project, we were approached by a local business that essentially offers a wholesale service. They have a team of drivers delivering products to customers, as well as a number of back office staff in charge of processing orders and managing the accounts. The company is growing fast, with plans to expand. However, the growth was hampered by a heavy reliance on paper-based records which took up a large portion of their time to process, as well as causing issues with stock levels and missed deliveries”.

Synergy Technology met with the company’s directors to understand how the business worked, and to discuss these problems as well as their growth plans and subsequently recommended the implementation of Microsoft Dynamics NAV hosted on Synergy Technology’s Citadel platform. Dynamics NAV is designed for SMEs to manage their supply chains, operations, finance and logistics. Citadel is a cloud-based service designed to provide a virtual workspace. Previously, the company had a huge order book and delivery schedule and Synergy Technology’s solution was to develop and enhance this existing paper-based process with the additional ability to work remotely, including drivers amending documents.

“This solution has proven really useful for both the drivers and their office-based team. For the drivers, they are now able to file orders whilst with customers, immediately updating the database from a tablet or phone. Using the virtual workspace, drivers can also update future orders with additional products there and then, as well as updating delivery information and reporting non-deliveries.”

The deployment of Microsoft Dynamics NAV is only the beginning of the journey for this company. In addition to the ability to work virtually, Dynamics NAV has helped the company advance in other areas of the business.

“Dynamics NAV offers a clearer visibility of which products they are selling, up-to-date warehouse stock levels, what items are selling most, what items are slow moving and therefore helps the company to manage their stocks levels more effectively. Adopting Dynamics NAV also speeds up the process of receiving orders – a delivery driver can send the latest order directly from the customer’s location without returning to the office to hand over the paperwork. This, in turn, frees up the office-based team and directors to focus more effectively on strategy and business growth”.

“Adopting the virtual workspace also provides flexibility for the office-based team to potentially work from home. This can be beneficial to work away from the comings and goings of the main office and to focus on their work without typical workplace distractions”.

Of course, when setting up a virtual workforce, businesses may have some concerns around what employees are doing when working offsite. Michael explains that Dynamics NAV actually provides a business more visibility.

“The system is easy-to-use. With the metrics in place there is a range of indicators to identify whether an employee is working. For example, Dynamics NAV allows you to see when and who has raised orders as well as what time users log in and out of the system. As a result, you can see directly how out-of-office workers are performing”.

A final issue is how the users adapted to the new technology. For this company in particular, by hosting their line of business software on Citadel, the virtual workforce has been an effective solution.

“Overall, adoption of the new system has been very positive. It did require some changes in behaviour from working with a paper-based system to working directly online, but most employees were quick to appreciate the benefits of this new approach. Drivers save time, and can cross-sell and upsell onsite and benefit from less travelling between customers and the office.

“Office-based workers are pleased they can reduce the time taken to carry out mundane tasks and resources are freed up to focus on company strategy. Perhaps most importantly, the more responsive service is well received by customers particularly the instant electronic delivery of provision notes, receipts and invoices.”

If you think that you and your employees will benefit from a flexible workspace and you would like to consider adopting a virtual office for your business, we can advise you and provide the technology to make it happen! Call Synergy Technology on 0345 456 0050

Share this
25 Apr 2018

GDPR and Cybersecurity – Protecting contact data

We spoke to Mike Zammit from Digital Change Agents about how the General Data Protection Regulation – GDPR and cybersecurity go hand in hand.

What is the GDPR? Give us a brief introduction.

GDPR is a replacement for the current Data Protection Act (DPA), which is over 20 years old. It dates from a time when we didn’t have social media, and didn’t use the internet the way we do today, i.e. living every moment of our lives online − at work and at home.

The idea of the new legislation is to make the law fit for purpose in the digital age, and to help protect against data breaches and the misuse of personal data. Any company that fails to meet its requirements could face fines up to €20 million or 4% of annual global turnover.

What has driven the EU’s decision?

There are two reasons. In 1995, the EU wanted all member states to put a data protection law in place that would also make it simpler to share information across borders, so that it was easier to do business online. However, because the European Commission issued a directive and not a regulation it meant that each member nation had to create and implement their own laws. This led to each member state having its own interpretation of the directive, which created the opposite effect. Instead of making it simpler, they made it more difficult for businesses to share data across borders.

More than ever before, businesses are responsible for protecting their customers’ data.
Mike Zammit, Digital Change Agents

Secondly, something needed to be done to strengthen citizens’ rights after several high-profile breaches, such as those suffered by Sony and Talk Talk. Vast amounts of information were stolen by cybercriminals who hacked into the systems of these companies. In the case of Talk Talk, 21,000 customers’ records were compromised. To protect citizens from these attacks, it was decided to give them more control over their own personal data, what companies can do with it, how long they hold onto it and what they do with it when they no longer need it.

More than ever before, businesses are responsible for protecting their customers’ data and keeping it out of the hands of cybercriminals. With the possibility of huge fines to punish those that don’t do enough, all businesses must have robust technical and procedural security measures.

What is the reaction of businesses that now need to strengthen their cybersecurity due to the GDPR?

In general, businesses of all sizes − large, medium and small − are still somewhat complacent. Some organisations are not taking it seriously. The latest reports suggest that approximately 60% of businesses are not ready for the GDPR. Most seem to hope that a cyberattack won’t happen to them, or if it already has that it won’t happen again.

What do you think the solution is?

To become GDPR-compliant, and to be serious about cybersecurity, requires buy-in from the highest level of organisations. Technology is only part of the solution.

Technology provides the tools to help people become compliant. There are human problems. What we need is a change of mindset, where chief executives and their boards of directors take GDPR and cybersecurity seriously.

Breaches are often preventable, because most are caused by human error − employees being careless or not knowing the right procedures. I have seen instances of people leaving laptops on the train, phones falling out of pockets, and even people moving offices and leaving cabinets full of sensitive information. If these devices or cabinets fall into the wrong hands, i.e.
someone with malicious intent and the ability to hack into them, then the consequences can be dire.

Is the situation getting better?

We are seeing a gradual increase in people taking notice. However, crucially, it’s not getting to the very top − it’s not reaching decisions makers.

I present at a lot of GDPR awareness days, where we outline the requirements of GDPR, the threat of cybersecurity and why businesses need to get on top of both before it’s too late. I have noticed that there are more directors turning up these days, but I have never seen a chief executive at an event and I’ve never been asked to discuss GDPR by a chief executive. The chief executive of an organisation can really make a difference, as the best transformation is always lead from the top; if the boss says ‘do it’, ‘it’ usually gets done.

If you had a chief executive in front of you now, what advice would you give them?

First, it’s important to understand that this isn’t something that will go away. GDPR is happening, so you may as well get on top of it today. Likewise, cybercriminals are targeting businesses of all sizes; now is the time to improve security. When a cyberattack occurs, if you have not done enough to protect your customers’ data, you could be subject to a large fine, from which your business may not be able to bounce back.

Second, the GDPR and cybersecurity should be seen as a business opportunity not a cost. It’s an opportunity for companies to stand up and build trust, to show that they are good corporate citizens and have a social conscience.

For further information on the GDPR take a look at the Information Commissioners Office website.

Mike Zammit is a professional consultant and focuses on helping organisations improve performance and derive significant business benefit by implementing appropriate technology solutions. Mike Zammit can help direct your business through GDPR compliance.

Share this
23 Apr 2018

Realise your business intelligence

Often, the image surrounding Big Data and business intelligence focuses on how giant corporations can hoover up an extraordinary amount of information, feed it into powerful computers that spit out a stream of crucial analysis and insights that the corporation uses to save itself billions.

According to a recent report by Research and Markets:
“the global big data market for small and medium-sized enterprises will grow at a compound annual rate of annual rate of 43 percent until 2018.”

While certainly a cliché, there are big companies harvesting incredibly large amounts of data, putting it to work and achieving great results. However, Big Data is not only reserved for ‘big companies’. More and more small and medium-sized enterprises are capitalising on the advantages that Big Data gives their business processes. By harnessing a large volume of data, and based on the right analysis, SMEs can:

  • Improve knowledge of what makes customers tick
  • Find new entries into markets
  • Reduce costs
  • Uncover new insights
  • Make better and more precise business decisions

‘Little’ Big Data – how to make it work

Analytics is the essential component when it comes to making your data work for you.

For SMEs, smaller data sets gleaned from social media, email marketing programmes or CRM tools can provide customer patterns and marketplace trends or reveal overlooked opportunities, which can be turned into important business insights.

The benefits of the cloud and Big Data

When we talk about recent technological innovations, the cloud is never far from the conversation. The thing about Big Data is, there’s a lot of it. So, companies need to be able to handle the bandwidth that the continued cycle of collecting, analysing and storing a large amount of information will cost. This is especially true for SMEs. The cloud is a far more cost-effective platform when implementing Big Data analytics and allows SMEs to control how they scale their data function.

For example, imagine you are a medium sized company whose flagship product is doing well. With the right analytics, you can study who is buying your product and start to build a profile of your ideal customer, demographic, etc. Naturally, you want to figure this stuff out fast because a rival company is gaining on your market share, so Big Data will be crucial. Similarly, if your product is not doing well, analytics can help you gain insight into why.

Synergy Technology can help you develop your BIG Data strategy. Our business applications all include data reporting modules to help you maximise the amount of business intelligence you can gain from your data.

Getting started with business intelligence

Beyond the question of budget, storage and physical capacity to engage with high volumes of data, one of the keys to utilising Big Data effectively as an SME is preparation:

1. Define your goals

Are you looking to increase customer satisfaction or to get a better sense of your competition? One of the first steps to make big data work for an SME is through defining what it is you want to achieve from your data strategy.

2. Start with the data you already have

Most SMEs have data stored across several different areas – information is often isolated from other information. By bringing these isolated sources together you can consolidate your data and build a strategy. Imagine, as a small retailer you could look specifically at the relationship between social media conversations and buying trends.

3. Create a centralised view of your data

Make your data easier to discover and access. Once you’ve identified the various sources of data you hold, you can bring that data together in a single place. For example, many organisations opt to build a customer data hub, where information is gathered one everything to do with customers, helping analysts to pull out customer insights.

4. Fire up the dashboard and get analysing

Once you bring the data into a single location, you can put the dashboard to work. Using the same customer data hub example, you should be able to test your key performance indicators against communications data that you already had. You will be able to see previous orders, email and phone correspondence, and who you have been in contact with. You can review recordings of previous calls and turn that experience to a more positive customer service in the future.

5. Refine and retune your process

It might take a teething period, but once you are up and running you’ll know what works best for your data strategy, and can tweak it accordingly. Based on a specific workflow you can be sure of what customers are expecting and in that way predict customer behaviour, which will enable you to enhance your business processes and, ultimately, your bottom line.

Synergy Technology can advise you how to maximise on the business intelligence you can gain from your data call us on 0345 456 0050 for further information.

Click on this link : Read our Business Talk online

Share this
10 Apr 2018

© 2018 Synergy Technology. All Rights Reserved

Click Me