Category

Tools of the Trade
Reevaluate Your Crm Strategy, To Better Serve Your Customers | Defined Ventures, Inc.
It used to be that all you required for excellent customer relationship management (CRM) was friendly, personable staff and great service. Business owners affectionately refer to this as “the Golden Years,” often in relation to the ‘50s, ‘60s, and ‘70s. This was simultaneously the “Golden Age of Capitalism,” a post-war time when business was booming...
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CRM: Thinking Outside The OTS Software Box | Defined Ventures, Inc.
In the business world, there’s a common misconception that off-the-shelf (OTS) customer relationship management (CRM) software is basic, cookie cutter, and only suitable for the most trivial of needs. This stems from a pervasive idea that managing customer relationships is simple and straightforward for businesses, too. Neither of these opinions really represents reality. Getting to...
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enterprise resource planning | DVI360
Resource planning is all about deciding how to allocate resources to various work that needs to get done. In an ideal world, enterprise resource planning, or ERP, software would make these decisions for you. At the very least, enterprise resource planning solutions make the decision-making process smoother, easier, and more straightforward. Enterprise resource planning takes...
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business management software | DVI360
That’s a comprehensive umbrella term that often includes human resource management platforms, sales integrations, customer relationship management (CRM) programs, financial reporting programs, and a whole host of other potential software solutions. Despite the variance, all business management software share one common goal: assisting you in solving your business’s biggest problems. For America’s businesses, “problems” often...
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Don’t see your favorite software on our list? Don’t worry — we are constantly learning about the latest trends and software. Some of our favorite products have come as referrals from our customers. Here are three new features and platforms that we’ve been loving: PANDADOC PandaDoc is the latest e-signature platform that came across our...
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You may have heard the term ‘CRM’ float around. But what does CRM actually mean? CRM stands for “Customer Relationship Management [System]”. Simply put, it’s the software that you use to manage everything related to your customer and their experience. CRM is also a broader term used to refer to your management software as a...
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You know you need to get your business organized. You may have even researched some new business management software options. Like us, you probably found some good options, but each one either doesn’t quite have all of the features you need or comes with extra features that you’ll never use. We’ve been there. That’s when...
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Join the thousands of realtors, brokers, and agents that use Podio to manage properties and clients. With Podio, you can streamline your processes on the go using the Podio App. The best part: it’s free to get started. With Podio’s Real Estate App Pack, you can begin organizing your time, employees, clients, and properties. Simply...
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As a Citrix Preferred Partner, we have the advantage of using their products for our clients and our business. Here are three Citrix Products that we can’t live without: Podio It’s no secret that we love Podio. The customizable platform allows companies to build custom software with full system integrations for a fraction of the...
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This past week, Google launched their newest Google Optimize feature, which allows A/B testing and tracking. This new feature is in beta testing and you can sign up for it here. This allows companies to track the success of different components, from call-to-action placement to body copy. It got us thinking, why is A/B testing...
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About Us

We are a team of business consultants, software engineers, and designers, that help stressed-out businesses strategize, streamline operations, and automate processes.