Connect: Improve customer loyalty

  • Is it easy for your customers to do business with you?
  • Can your business systems seamlessly connect with your customer's systems for ordering, inventory, and invoicing?
  • Can your customers self-service themselves faster and better than they could with your competitors?
  • Would servicing your customers better create competitive advantage?

    Who--or--what would you connect in your business if anything were possible?

    •  Be more effective, easier...

  • Do you live in "Excel Hell?"
  • Would you like all your business systems to work together, seamlessly?
  • Do you have trouble getting information into and out of QuickBooks?
  • Would you like it to talk to your CRM system?
  • Would you like to be notified on your cellphone when you had a new opportunity from your website?
  • What if your system could automatically tell you about expenses over a certain amount?

    What's your biggest data integration challenge?

    •  Push button business processes...

  • What if your system could automatically assigned issues to the right account executive?"
  • What if your system could automatically calculate quotes and format them for presentation?"
  • Would you like your system to automatically followed up with collateral to new prospects?"
  • Would you like some tasks automatically scheduled for team members based on project / opportunity status?"
  • What if your system notified you about expenses over a certain amount?"

    What would you automate in your business?




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    • Interact with customer and partners on my web site
    • Talk to an existing database or system
    • Stop excel / email version headaches
    • Notify team members of important events
    • Have customized business logic
    • Allow my team to tweak and control it themselves
    • Integrate my email marketing campaigns
    • Help with scheduling and calendaring
    • Make custom calculations (quotes, statistics)
    • Attach documents, such as Word and Excel files
    • Be up and running this week
    • Define user and group access to parts of my app



    Customer Self-Service

    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.

    Questions or comments?


    Cunamutual Contact Management

    Situation: Cunamutual 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: Cunamutual 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.

    Questions or comments?


    Corpmail Host Email Self-Service

    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.

    Questions or comments?


    Healthcare Information Agency Claims Adjudication

    Situation: HIA 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: HIA 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.

    Questions or comments?


    London & Overseas Real Estate Investment System

    Situation: London & Overseas, an international real estate investment concern, needed an integrated contact and deal management system to increase deal flow and track portfolio performance.

    Problem: London Overseas 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 London and Overseas needed to keep tabs of.

    Result: London and Overseas 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.

    Questions or comments?