Category: Sales

07.06.22 10:33 AM Comment(s)

How Business Intelligence is Modernizing Banking

The term "banking business intelligence" refers to the software, hardware, resources, and best practices that make it possible to analyze important data. The application of business intelligence may be quite advantageous for financial organizations. As they carry out their strategic objectives, management teams can respond to a variety of important questions. If there’s one thing banks have in plenty right now, it’s analytics. Not only the kind of data you’re used to seeing, but data from a wide range of sources and systems, from ATMs to traditional credit card processing aspects of the business.

Following are the uses of the Analytics in Banking:

Increased Operational Efficiency: Banks can use BI solutions to analyze operational processes in order to reduce ongoing costs and/or maximize existing resources and expertise.

Marketing Enhancement: Banks can also develop effective cross-sell and up-sell advertisements if they know which of their customers to market to.

Better Customer Retention: E – banking has been proved to be a less expensive option than human-assisted teller transactions.

Creating Innovative Investment Plan: BI tools may also track developments outside of the bank to help with alternative investment plans.

Risk Mitigation: Examining past due balances and payments records may enable one to recognize broad patterns, such an economic slump.

You can see a clear illustration of how business intelligence and analytics work in business sector and DDS can help it get sorted.

Banks may enhance and streamline operational efficiencies by employing a BI solution to evaluate organizational data, not only to strengthen sales and marketing strategies and better build customer service program, but also to limit risk by establishing more suitable risk management processes. Is your banking business intelligence endeavor lacking in "intelligence"? Think about contacting DDS. We can show you how we can utilize BI to improve your banking processes in a 1-hour demo session, just as we have with other clients across the world.

Laserfiche is Excellent for Marketing Organizations – Delta Data Services LLC

Laserfiche is Excellent for Marketing Organizations

Get Started with Laserfiche Now

07.14.21 01:08 PM Comment(s)

Laserfiche is Excellent for Marketing Organizations

When it comes to marketing organizations and startups, Laserfiche seems to be trending. Marketing companies use Laserfiche for day to day content management and automation. A leader in their industry, Laserfiche has established trust and happy customers over the years with a definite increase in the marketing organizations using the software. Laserfiche brings real-time visibility and robust team collaboration features at competitive prices for marketing agency, reducing time spent on administrative duties and enabling focus on creating beautiful work for the clients. This is why we have seen an evident switch to Laserfiche by marketing companies.

Marketing companies use the software for holding their large repositories of digital content. Media content tends to be a large in size and scope but with Laserfiche as their primary content management tool, and with the large storage limits afforded by various subscription models marketing companies have no problem hosting their content and keeping it safely backup up for ongoing operations.

With Laserfiche workflows, the Sales Teams at marketing companies can manage their estimates and invoices and keep notes on their sales processes. It also helps to stay on top of the business with useful reports of staff utilization, project margin and customer profitability. The finance departments at marketing companies can also manage their purchase orders and invoices for their clients and partner organizations.

Laserfiche is the number one content management solutions for marketing companies and our marketing customers find great value in the tool and would not do without it. Over years of recognition and support by real-time users and enterprises, Laserfiche has won the best Product of the Year award of 2021.*

References:

Try Laserfiche Now

Schedule a 1-hour Free Consultation

How AI-Based Decision Making Propels Futuristic Solutions

07.19.22 09:06 AM Comment(s)

How AI-Based Decision Making Propels Futuristic Solutions

Data is the foundation of new innovative business – it assists us with settling on better choices and more deeply study our clients.

66% of corporate strategist and planners say AI apps, like machine learning, computer vision and natural language processing, are expediting them to enhance performance and overall profit.

Businesses are now being overwhelmed by the huge amount of data they collect. With proper use of AI, now that data can be turned into tangible outcomes, from sales and marketing through to demand planning and supply chains.

AI helps businesses in futuristic decision making
It can uplift marketing and increase sale
It develops good understanding of customer’s point of view
It allows companies to decide on the basis of Big Data

A decision making model that utilizes AI:

AI is currently being adapted in all of the major industries and sectors like healthcare, transportation, manufacturing, education, media and agriculture. Just because AI can collate data quicker than humans and analyze it thoroughly more accurately but leaving all the decision making to the machine is not a wise thought. In fact, smart businesses always prefer human intellect combined with AI. It goes without debate that human presence is vital in decision making for the better, whether it’s with creating website content, a fly marketing strategy or by doing concerned customer service.

Zoho CRM Tip: Creating Activities (Tasks, Events and Calls) from the Contacts Tab – Delta Data Services LLC

Zoho CRM Tip: Creating Activities (Tasks, Events and Calls) from the Contacts Tab

Get Zoho CRM Tab Support Now

09.11.21 12:34 PM Comment(s)

Zoho CRM Tip: Creating Activities (Tasks, Events and Calls) from the Contacts Tab

The fastest way to create an Activity is from the Quick Links in any tab. It is always best to make related records from within the related record, as this will populate the related record with the related record information for you. Your supervisors want you use all three of the types of Activities and associate them to Leads, Potentials, Contacts and Accounts.

There are three types of Activities:

◉Events – have a start and end time. They are for

⊛ Appointments – physical meeting somewhere, dinner, demonstration

◉Calls – These note the time of the call. They are for

⊛ Outbound calls

⊛ Inbound calls

◉Tasks – have a due date and status. These are for:

⊛

Creating a reminder to set an event. Tasks turn into Events.

Use all three Activity types according to the directions shown below.

⊛

Create a new Task, Event or Call with the Related List action ‘+ New Task/Event/Call’

Create a Task:

This is what a task looks like in edit mode.

It is best to make the Tasks, Events and Calls from within the Lead, Potential, Contact or Account and not from the Activities module because when you make the Activities from the module you want it related to, CRM auto populates fields like the Lead, Contact and Account Names for you and you do not have to search for them.

Ensure to enter good notes on your Activities. If you cannot save, ensure all required fields, including Description, are filled in.

This is what the Task profile looks like:

As shown above, click on the subject for a dropdown menu to choose from. See the dropdown menu below.

The Contact and Account are auto populated by creating the Call from the Account module.

Create an Event/Meeting:

This is what an Event looks like in edit mode. You have to ‘Add more details’ to see the Description and Account are populated.

You can add Participants to the Meeting/Events and they will be sent an invitation to add the Event to their calendar. Contact and Account are auto populated if you create the Event from inside the Contact.

Creating a Call:

This is what a Call looks like in Edit mode. You can note that the Account and Contact are auto populated if you create the Event from inside the Contact.

Scroll down to see the Call Purpose and Call Agenda

For more Zoho Tips, stay tuned to our blog updates and learn Zoho in depth. These Zoho tips will walk you through different features of Zoho and will help you get the best business management and sales process experience. In the meantime, contact us for your Zoho CRM customization support by clicking the button below!

What is Big Data and Why Its a Big Thing?

08.14.22 12:46 PM Comment(s)

What is Big Data and Why Its a Big Thing?

Big data means huge complex structured and unstructured data sets that are frequently produced and transmitted from a wide variety of sources. These attributes make up the three Vs of big data:

Volume: The enormous data being stored.
Velocity: The lightning speed at which data is analyzed and processed
Variety: The different sources and forms from which data is collected

Why is big data important?

Businesses use big data in their processes to enhance operations, provide improved customer service, develop marketing strategy and take other actions that, ultimately, can increase business sales. Businesses that use it strategically get a competitive edge at those who don’t use it because they’re able to make more data-based decisions.

Here are some more examples of how big data is used by organizations:

Big data uplifts oil and gas corporations in the energy sector by helping them locate suitable drilling sites and keep an eye on pipeline activity.

Big data platforms are used by financial services companies for risk management and in-the-moment market data analysis.

Big data is used by manufacturers and transportation firms to manage their supply networks and improve delivery routes.

Emergency response, crime prevention, and smart city program are further government uses.

Benefits of big data:

Despite the numerous benefits of big data and analytics, there are still many untapped possibilities in the data world that remain to be explored. As businesses look to exploit the power of big data, there is a high demand for professionals with data analytical skills who can boost the organization as well as their careers.

Webinar: Demo of Fully Customized ZOHO ONE Platform For Financial Planners and Related Service Businesses – Delta Data Services LLC

Webinar: Demo of Fully Customized ZOHO ONE Platform For Financial Planners and Related Service Businesses

Schedule a Free 1-Hour Consultation

09.16.21 02:09 PM Comment(s)

Webinar: Demo of Fully Customized ZOHO ONE Platform for Financial Planners and Related Service Businesses

Delta Data Service proudly announces its second upcoming free webinar. The Topic of our webinar will be ‘DEMO of Fully Customized ZOHO ONE Platform for Financial Planners and related Service Businesses’ and it will be held on Wednesday, 13 October 2021 from 12:00 PM to 1:00 PM PST. This webinar will address the value of Zoho One as an all-in-one work management solution to transform the way you work bringing your team, projects, sales and reports together.

About This Session

This financial planners platform features functionality that are required in in the industry including:

◉ Elegant client on-boarding forms. Data secure in CRM.

● Personal Information including encrypted fields

● Spouse, children and dependent parents

● Objectives and Goals

● Income and Expenses

● Real Property

● Insurance and Liabilities

● Risk Assessment

● Liquid Assets and more …

◉ Separate repositories for Leads and for clients

◉ Ability to track the sales pipeline

◉ Save client start date and send reminders for client annual interviews

◉ Email marketing follow up with clients who don’t sign up for additional services

◉ Reporting and Business Intelligence

Reserve Your FREE Space!

In the webinar participants will receive learn about some features that can be configured in a CRM and related applications that will enhance the work of Financial Planners and related service businesses.

Agenda:

• 30 minutes presentation
• 30 minutes Questions and Answers (Q&A)

Webinar Details:

– Date: Wednesday, 13th October 2021

– Time: 12:00 PM – 1:00 PM PST
– Trainers: Ebitari Larsen (President: Delta Data Services LLC)

– Cost: FREE

Check out our exclusive video for the Webinar and don’t forget to attend the content rich virtual discussion by DDS for detailed insights on customized Zoho One platform for financial planning. You have the opportunity to secure your place by registering via this link. The registration is free of cost, but places are limited. Join our webinar to voice out your opinion and connect with our network.

Join the Free Webinar

Zoho One is Amazing for Remote Work

Delta Data Services

03.09.20 09:46 PM Comment(s)

Zoho One is Amazing for Remote Work

Remote work has been praised for its many benefits including cost savings for the company, flexibility and fulfillment for employees, reduced impact of global climate change from transportation and more. again. Now, with a global awareness of the important steps that need to be taken to prevent the spread of Coronavirus, many companies are asking their employees to work from home until the virus is stopped or eradicated. Zoho One is a special answer to this request for your employees to work remotely during this time and all the time.

DDS is pleased to present Zoho One – the software that offers the most flexibility for remote work during times like these when organizations are taking preventative measures against the Coronavirus. All you need to access your collaboration tools and all your data in Zoho One is an Internet connection. You will access all your applications and data via a browser window from any location you like.

Notice that all of Zoho’s over 10,000 employees are working, seamlessly from home right now until the threat of the virus is over.
Click here to visit the Tweet.

Work from Anywhere and Don’t Miss a Beat

Critical applications that keep your business at the forefront

They are all important for working remotely since the performance is absolutely not inferior when working directly at the headquarters.

Please contact us so we can set up a ‘virtual’ meeting and we can answer any questions you have about Zoho One and how it can assist your company with remote working.

We look forward to hearing from you soon.

***Breaking News***

Zoho has made Zoho Remotely (All tools need you need to work remotely) available free of cost until July 1st 2020. Check it out using this link.

Learn more about Email Templates (Part 3)

Zoho CRM Video Tip: Set Up Email Templates (Part 3) – Delta Data Services LLC

Zoho CRM Video Tip: Set Up Email Templates (Part 3)

Delta Data Services

09.09.20 11:13 PM Comment(s)

Zoho CRM Video Tip: Set Up Email Templates (Part 3)

In the previous Email Templates Part 1 and Part 2, we have shown you all of the features of the Email Templates in Zoho CRM. Since you have understood everything about the Drag-and-Drop Technology tool and Elements, you will be able to know how to make your own email templates.

In this Zoho CRM Video Tip – Set Up Email Templates Part 3, we will show you how to use your email templates, how to insert, and how to send them to your Leads and Contacts. The topics include:

Individual Emails
Bulk Emails
SalesInbox
Email Notifications
Workflow Alerts

Tip: this is part 3 of Zoho CRM Video Tip: Working with Email Templates video blog series.

Click here to go the Zoho CRM Video Tip: Working with Email Templates (Part 1)

Click here to go the Zoho CRM Video Tip: Working with Email Templates (Part 2)

Schedule a Free 1-hour session for help with Zoho CRM Email Templates

How to Quickly Skyrocket Small Business Sales

08.07.22 11:06 AM Comment(s)

How to Quickly Skyrocket Small Business Sales

Automate! Yes automation is the seed of sales escalation because when your team is not doing the hefty repetitive documentation work they will be focusing on SALES. Small business need sales more than any organization to thrive and to survive. With limited budget and marketing challenges it takes your good night sleep to run a small business without a proper sales strategy. Rather than ignoring this to a stage where you are devastated it is far better to develop know-how of sales-driving elements.

PR for Business

The confirmed way to get a reporter/blogger/editor to write about your business is to get noticed and the best way so far is by share your brand story. There are a l0t of new businesses springing up and just being new or successful doesn’t give you the right fame, you need to share the culture you’ve built, the issues you resolved, how you hire people and how you give back to community. Such topics enable the reporter to add a relatable human touch to the corporate writing.

Communicate with your Tribe
Everyone wants to feel the being belonged. It is a basic instinct to want to find a group of people you just click with; to find your tribe, or community to share the thoughts, and in today’s marketing, this can be an asset to spreading the business and loyal fanbase. When you present your product or services, make sure it resonates with a specific group of people or the brand story does. This way those people become your very first audience and hence the buyer.

Offer Discounts
Discounts are the way to go. People love buying when they know they are saving, even if its cents. Seasonal and holiday discounts offer a reason and chance to add up to the happiness of the moment by dropping the prices. It also shows customers that the business care for them.

SEO
Search Engine Optimization speaks loud and clear. The stats below show how impactful are the organic searches and how SEO is the key to online survival for small businesses. Read: Why SEO for Startups is the Oxygen for Online Survival

Effective Email Marketing:
When used the right way, emails can skyrocket sales and visitors to the website. Designing an effective email campaign which sends monthly blogs, discounts, offers and industry news to the readers is a budget-friendly process of catching the attention of potential buyer. Newsletters, cold emailing and discount coupons are all the rage for small businesses to pick on this marketing technique. Read: Find out the Best Email Provider for Business

Collaborations with influencers and online marketing are all helpful when small businesses have capital to invest in the sales and marketing strategy. Influencer marketing has taken the world by storm and small businesses and getting overnight popularity and sales with it. But what starts with the diverting all attention to the sales is first step of business automation. Get rid of petty everyday business processes to get focused on your goals.