Services

Consulting

Our consultants have experience with a range of industries, giving you a business adviser who listens to your business problems first. Most of our projects start and end with a flowchart tool called Lucidchart, where we define your business processes using unified modeling and/or business process modeling language and map all your software system settings to each process, so everything is neatly documented. We enhance this offering with a strong understanding of cloud computing knowledge and agile software development, which is the backbone of our clients’ project success.

Training

We’ll help you learn all the features your software has to offer or only the features that apply to your specific goals. When your training is complete, you’ll get a recorded video of the training session and resources from your platform’s help page.

Support

Chat with our consultants in Google Chat for a quick response time, get the meeting link, start the screenshare, and we’ll quickly solve the problem. If we need to involve the engineers from your SaaS platform, we’ll communicate with their support team on your behalf so you can get back to what you do best while we work to solve the problem.

From lead nurturing campaigns to sending e-signature contracts to clients and everything in between, we automate the repetitive tasks of your sales and marketing process saving you valuable time and sending the right message to your clients at the right time. 

Our sales & marketing automation offerings include:

• Defining purchased lead lists

• Customer journey mapping

• Sales & marketing copywriting

• Branding & domain setup

• Cold email automation

• Email reply monitoring automation

• Email templates, HTML & graphic design

• Landing pages (see service below)

• Linkedin person & company profile integrations

• Linkedin messaging & activity integrations

• Scheduling integrations (Calendly, Acuity Scheduling & ScheduleOnce)

• Transactional email integrations (high email deliverability rate)

• SurveyMonkey integrations

• e-signature proposal integrations (see service below)

• Synchronize CRM data with marketing tools

• Sales pipeline configuration

• A/B campaign testing

• Dashboard reporting

• GDPR compliance

E-signatures will speed up the sales process with a better customer experience and faster cash flow. PandaDoc meets all major security certifications, allows managerial workflow approval, and gives your client’s a beautiful proposal with interactive media content and payment options to help push the sale along. 

PandaDoc integrates with both Pipedrive and Insightly CRM pulling customer data into pre-designed templates for ease of use. If you want to take it a step further, we can synchronize the document status and pricing data with your CRM and QBO records using Zapier - effortless sales tracking and billing.

PandaDoc is an all-in-one e-signature solution. 

Remove roadblocks, ensure your team can get the job done on time, and update your clients every step of the way. Insightly CRM Projects can turn into a robust project management and time tracking tool with the use of Insightly Custom Objects, Mandrill, Google Data Studio, Slack and Zapier:

• With time tracking and the right reports, we can catch problems fast and remove employees' roadblocks quickly. 

• Use an integrated transactional email system such as Mandrill to auto-send status update emails to your clients at specific milestones throughout the pipeline stages and reduce client inquiries. 

• Push your data out to third party reporting tools and share need-to-know data with your clients and partners to develop trust and be radically transparent. 

• Add Slack or Google Chat to enhance team collaboration and open up communication lines. 

If you need a full blown project management software with gantt charts, agile framework, guest logins, helpdesk, bug tracking, etc., then a dedicated project management platform like Monday.com or Jira may be a better fit. However, we do recommend you evaluate your CRM first before looking at other project management tools, if possible we can get you the desired results while reducing costs and making a seamless experience for your users (employees).

The most expensive and valuable asset in every software or professional service firm is people. We have the tools and strategy to quickly hire good personnel and develop them quickly and continuously. 

Our Recruiting & Staffing offerings include:

• Crafting hiring documentation such as job descriptions, interview scripts, job applications, employment tests, etc.

• Blind recruiting (removing candidate's personal information that could influence or “bias” a hiring decision)

• Linkedin, job board and job application integrations 

• Candidate rating automation 

• Pre-boarding, onboarding, and offboarding automation

• Securely storing employee data

• Workflows and tracking approvals

• Time tracking

• Training and compliance

• Surveying employee satisfaction

• Surveying client satisfaction by employee

• Personalized employee dashboards

• Data audit trail

We will help you define your report and/or dashboard, consult on how your data flow needs to be organized, and build your reports, schedule regular email updates, create email alerts and more!

If you need to combine multiple datasets, we can schedule auto-exports of your data with Flatly.io and use these scheduled exports as data sources with third party dashboard reporting tools such as Google Data Studio. These third party tools can combine multiple datasets from different applications and give you much more robust reporting features to produce that much needed report that your CRM software couldn’t produce. 

Data Management

Data management will reduce errors and build trust in your data. With reliable, up-to-date data, you can be more proactive and efficient adapting to market changes and customer needs.

We can assist you with deduplication protocols, synchronizing applications, and creating field restrictions for how records are created and updated. Using your CRM as your one source of truth and linking your CRM’s unique record IDs to your integrated applications allows you to easily synchronize your data and fix problems quickly. 

Data Conversion

Whether you’re converting data from a well-known application like Salesforce or a custom database, we’ll help you get the data out, clean the data, and import your data into your new system according to how your software settings are configured. 

We first look to native integrations or 3rd party “no-code” integration tools like Zapier to get the job done because these tools will lower your development costs and deploy the integration ready faster. If the third party tools can’t meet our standards, we’ll develop the integration from scratch using AWS Lambda Functions or a custom application.

Website Applications

Web apps like Facebook, QuickBooks Online, Insightly CRM, etc., can be developed for several uses and can be used by anyone; B2B or B2C for numerous reasons. Our web developers are trained in several web programming languages and up-to-date security policies to get you the most scalable, flexible and secure application.

Web Design

Web design shapes how your audience perceives your brand. The new storefront is online and that first impression of potential clients walking into your store can mean more money in your pocket or your competitors’.

Squarespace is our number one, “no-code” web design tool. The platform is a closed ecosystem and highly secure just like your iPhone. Squarespace provides predesigned templates and e-commerce plug-ins to lower your development costs and deploy the site faster. Squarespace also includes a complete marketing and SEO analytics suite to enhance engagement and increase lead conversion rates. 

SEO

SEO stands for Search Engine Optimization. The benefits are very straightforward: the higher your brand’s rank in search pages, the more clicks, and the more revenue you can capture. 

We set up your SEO analytic tools and consult on what keywords and media content -keywords that connect with your clients- should be included on your website and Linkedin Profile. SEO is cost-effective and you will get a far better ROI than you would with pay per click ad campaigns. 

Security

As we pass through the new decade, a secure business can mean the difference between success and failure. Our security experts are always up-to-date with the latest tools: 

• SOC Type 2 certified software products (the gold standard for SaaS products)

• Chromebook VPN deployment

• Whitelist IP addresses

• Automate Google backups

• Automate SaaS backups

• Ransomware protection

• Anti-malware scans

• Mobile device management

• Lastpass Password Management

• Yubico multi-factor authentication (MFA) Mobile App

• Yubikey MFA Hardware-backed Security Keys

• Chromebooks

Google has reported ZERO device security breaches when using Yubikeys as the only MFA option to log into Chromebooks. 

Compliance

When you’re handling your client’s financial data, you must respect their data and comply with the following regulations:

• IRS Safeguarding Taxpayer Data

• PCI DSS

• FTC

• GLBA

• HIPAA (if you’re clients are sharing patient accounting records)

We can perform an audit and implement the necessary security policies, in order to reduce your risk of getting a bad reputation with clients and major +5 digit fines.