Idea2Company
Get Organized.
Companies can no longer function using spreadsheets, file folders, or legacy contact management solutions that don’t allow sharing or secure access over the internet. Customers expect that when they interact with a company, everyone has access to their history and all the information necessary to satisfy their inquiries.
The expectations that customers have of small business are no different than those they have of large companies. Today, more than ever, small companies can capture and the information that helps them effectively manage their business.
Connecting the Dots – Everyone needs a login.
Idea2Company puts all your data, documents, trouble tickets and notes in one location so that everyone in your company who interacts with a customer knows their history. Customers who have been especially pleased, or chronically disappointed, expect their experience to be known to those who are caring for them.
Idea2Company is not just for salespeople. The individual who manages billing relationships should be aware of any customer care issues, the customer care people should be aware that a large sales is pending, and the management team should have a consolidated view of everything that is impacting the business. Idea2Company is a tool that spans the entire organization, supporting company-wide collaboration and visibility into the details of the business.
How do you start?
You know that unless you capture your company information in one secure place, accessible from anywhere, your customers will ultimately tire of your lack of understanding of them and will go away.
Following a simple sign-up process, you use Idea2Company import tools to centralize your lead, prospect, and customer information. Then, use our file upload capabilities to make sure that all relevant documents are attached to the appropriate accounts. Finally, watch our training videos to get a general overview of how the application applies to your daily tasks and how to extract the information you need to make better decisions about your business.
