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Situation: An online tech support company had a great product in the growing area of remote helpdesk support services. However, their 500 pound guerilla competitor Plum Choice was beating them to market. Challenge: Match their #1 competitor's market penetration while offering a superior service for less. Problem: Hiring consultants to build a web site that enabled customers to register and sign up for service was costly and time consuming. Client was looking at months before being able to go to market. Solution: Lightspoke was able to create an application to help internal staff manage service requests easily. But the real value was in Lightspoke's ability to quickly and cost-effectively extend that application to the client's website. Within 2 weeks, they was up and running with a web site that could guide customers through the process of registering for service. Sales went from a couple new sign up a week to 8 sign-ups a day. |
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Situation: A financial products firm had to manage a sales channel made up of employees, independent reps and champions inside financial institutions. To keep sales on target, they needed a system that get their team "on the same page" by tracking contacts and activities. Problem: Distributing contact notes, sharing calendars, tracking contact information and notifying team members took too much time. The team was swamped with emails with the wrong version, duplicate contact information and calendaring conflicts. Solution: Stop the email and excel "hell" by centralizing information on a single system. Since Lightspoke is a truly relational engine, Cuna's complex relationships were a snap to handle. Calendars are now shared across the organization and updated in real time. Auto-notification features intelligently email team members of changes in the account / contact information. Result: The company was able to spend more time making sales and less time being frustrated with mis-information. They were able to bring their system online within 2 weeks. |
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Situation: Corpmailhost has thousands of customers that depend on their corporate email servers. Support costs were increasing due to the sheer number of small requests and account management issues. Problem: Corpmailhost needed a system that would allow its customers to self-service. Although their current email servers performed like champs under load, it had no web-based self service interface suitable for their customers. Solution: Lightspoke offered a self-service portal for Corpmailhost customers to self-service. Initial integration was performed so new registrations were automated. Account management was completely taken care of by Lightspoke. Result: Corpmailhost was able to focus their attention on getting new customers, being more profitable and providing a better customer experience. |
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Situation: A healthcare claims adjudication company had the best claims adjudication process around. However, to increasing revenues and profitability required a process more transparent to the customer and capability to outsource certian functions. Problem: Getting traditional web developers to program the complexity of their claims adjudication process was a daunting task. Solution: The claims adjudication company turned to Lightspoke and was able to use mimic their process on the web. Customers gained transparecy into the status of their accounts and were able to receive their reports faster. They were able to effectively offload certain pieces of their work by outsourcing. Result: Today, HIA is in a position to effectively become highly profitable in a high growth industry. |
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Situation: An international real estate investment concern, needed an integrated contact and deal management system to increase deal flow and track portfolio performance. Problem: Customer had over 3000 contacts to manage and stay in constant contact with. Furthermore, every deal had multiple parties involved, needing a deal management system. Typical CRM software did not offer a system capable of integrating the two systems together. Solution: Lightspoke's contact management system tied directly to a deal management system that tracked what this real estate investment firm needed to keep tabs of. Result: Real estate investment company was able to gain a competitive advantage through better deal flow. With the system, they were able to close more lucrative deals and push them through faster. |
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Situation: An international commercial vehicle concern rolled their own custom financial reports by hand. These reports had to be produced at the dealership, region, country and corporate levels. They were used by upper management to make large scale decisions as well as at the regional and dealership levels to help manage sales teams. Problem: Hand rolling these reports every month was tedious and error prone. Distributing the correct version of the report was difficult and frustrating. Sales associates, managers and regional managers wanted to drill down into the reports but did not have access to do so. Solution: Lightspoke's customized financial reporting solution allowed the reports to be generated automatically, archived for long term performance analysis, fully secured to allow individuals from different levels of security to drill down into the data. Result: The solution allowed all parties to be informed at the level of detail they required. Finally, a single company with many locations acting under a single version of the truth. |
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Situation: A financial products agency hosts many lending programs on their website. They needed a way to integrate their online application forms to a database system and also have the system automate and help manage the post application business processes. Problem: Online applicants were piling up and the firm needed a way to manage all the business at hand. Many leads could be automatically followed up on via automated emails to complete applications or ask post application questions. Other leads could be better managed through an orderly process. Solution: Lightspoke's web integration component allowed the online applicant information to be stored. The solution utilized automatic mechanisms that could send templated mail merged emails to the application when it made sense to do. Mass emailing mechanism enabled the firm to stay in contact with all customers. Result: The financial products agency was able expand their product line and its number of customers easily. They also improved their success ratios due to automated emails and better management of applicants. |
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Situation: A student programs organization needed to have hundreds of members of the student body login, manage their own profiles, enroll for events, volunteer for events and track release forms. Problem: Tracking hundreds of members across many events per season in several classes proves to be a daunting task. Paper management required too much time to manage. Payments were difficult to track. Solution: Lightspoke's web integration component allowed the student programs website to provision their members with their own accounts, have them sign release forms online and also enroll and volunteer for events. Payments were also track via Lightspoke so a report could indicate which members owed money. Result: The student programs organization was able to manage hundreds of members, minimize risk in release forms and the members were able to spend less time by self serve. |
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Situation: A manufacturers rep needed to track samples, quotes, orders, invoices and payments. Their ability to effectively track orders and pull sales reports allows them to effectively run their brokerage. Problem: Tracking thousands of orders for several manufacturers and product lines across hundreds of customers with different locations is difficult to do with a spreadsheet. Moreover, different customers and product lines had special prices, contract prices and seasonal prices. Quotes sent needed to be tracked and followed up on. Sales order logistics hampered business. Solution: Lightspoke was able to accommodate for complex prices and customized business logic for different manufacturers, product lines and customers. Each contract price could be create in the system and tracked and managed. Quotes can be recorded and automatically tuned into a sales order. Invoices could be automatically generated. Result: Customers and principles were able to place orders smoothly. Sales associates spend more time working with customers. Managers get real time birds eye view of sales. |
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Situation: Many customers need to track business process alongside geography. Delivery businesses, work order businesses all need to work with geographic locations to complete their tasks. Problem: Mapping programs are generally separate from business database systems. Sometimes, a tight integration of the busienss system can greatly help reduce workload and focus the staff on the real tasks at hand. Solution: Lightspoke plays nicely with third party software and systems. For instance, we can integrate with google maps to show maps with multiple locations. Our multi-location integration can also allow popup information on the map to show information from the Lightspoke database. Result: Combine other features we offer, like custom invoice generation and fast inline grid editing of data, you have a single fully integrated system that is easy to use. |
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Situation: Telemarketers are a different breed... They need a system that is streamlined so that they can make notes, set appointments in the least number of clicks so they can move on to the next record quickly. Moreover, some telemarketers need work off of customized scripts. Problem: Traditional CRM systems work against a telemarketer. Each time a contact is touched, multiple clicks are required, slowing the telemarketer down. Customers also need to be able to see management style reporting of campaign and agent reporting. Solution: The Lightspoke telemarketing system allows telemarketers to make account levels changes in status, make notes, set appointments all in a single click. Lightspoke also offers custom scripts for different campaigns, agent hour tracking, and detailed performance reports. Customers can also log and see performance reports on a per campaign basis. Result: Telemarketers have a system that does not hinder them, customers have real time access to the reporting they need to make critical decisions for the campaigns. |
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Situation: Job tracking systems are notoriously difficult to organize correctly. Jobs are attached to accounts or sometimes contacts within accounts as well as equipment. Security around a given job can be very complicated when it involves third party subcontractors. Problem: Creating a customized job tracking system was going to be costly and time consuming. Our customer needed to get up and running quickly. But also needed to know that all issues down the would be able to be handled. Solution: The Lightspoke solution to job tracking allowed the job tracking system to extend the natural business relationship of asset, account, contact and job. File and picture uploads allowed the job status to be communicated precisely. Dynamic lookups allowed for assets, accounts and jobs to be tied together naturally. Result: A job tracking system that was easy to work with. |
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