Introducing Beanie: Automate Finance for better Customer Experience

Introducing Beanie: Automate Finance for better Customer Experience

No doubt you have heard the expression “Cash is King”. There’s a slight variation that rings true for small to medium enterprises (SMEs): “Cashflow is King”, which represents the idea that a consistent flow of cash is of vital importance to the overall health of a business.

Without any cash coming in, a business cannot pay its bills and will, in time, cease to exist. The greater the flow of cash that comes in, the more tools that can be purchased and the greater the business’ health in the long-term.

Finance Automation is a tool that can enable SME’s to quote quicker, bill easier and get invoices paid more speedily, something every organisation considers important to improved efficiencies and scalability.

 

Meet Beanie

Beanie is an app that is compatible with the Salesforce Customer Relationship Management (CRM) platform and automates the entire quote, contract, invoice to payment process. Its key strength is working with Salesforce– which already automates much of your lead data-crunching allowing a 360 degree ROI reporting capability.

An internal advantage of this for SMEs is consistency of data between the CRM and billing processes – Beanie draws data directly from Salesforce, so it doesn’t need to be inputted anywhere else. It reduces the risk of human error and improves the reliability of quotes and invoices sent out.

The app makes creating templates for quotes, orders and invoices simple, as well as automating the process of quote and invoice creation. This means less repetitive work for your accountants and bookkeeping staff, reducing the possibility of error and enabling them to maximise their time. Automation is a huge selling point of Beanie: the app gives SMEs the power to automatically configure accounts, contracts, opportunities and subscriptions and take payments on submission. The advantage of the system to SMEs is that quoting, invoicing and receiving payment is clean and efficient, ensuring the process works – and that payment arrives – in a timely fashion.

A key advantage of the app is its ability to communicate with other programs and platforms. Through its connection to Salesforce, it can draw up live reports and dashboards within the CRM, allowing SMEs to see financial reporting in real time. It also syncs your invoices with account software Xero, as well as eWay for credit card payments. This means that accounts can be paid by credit card, as one of multiple payment options.

Beanie’s ability to plug into the Salesforce CRM means that customer information can be updated and campaigns can be altered if necessary. If we view the payment of invoices as the crucial action that signifies a sales conversion, late payment or non-payment can change the priority of the client or shift your focus from them. It gives Salesforce Einstein AI new information to work with – information that may see it flag this customer as not as promising or, on the flip side, very promising and high priority if bills are paid on time.

 

How Does This Help Customer Experience?

While the internal implications of an app like Beanie are obvious, it is important to view the app from a customer experience standpoint, in much the same way as a CRM would be analysed. How does Beanie provide a better experience for the customer? Consider this:

  • It plugs into the Salesforce CRM, so it guarantees the validity of data and reduces the chance of inaccuracies that may annoy customers within quotes, orders and invoicing
  • Automating the process like Beanie does means quotes, invoices and orders can be delivered at the optimum time for customers
  • Beanie’s communication with Xero and eWay means customers can easily pay the bills with credit card
  • Using the information it is given about payment and purchasing, Salesforce can further personalise the experience the customer receives
  • It’s scalable with Salesforce, and as such, your business

 

How do I find Beanie?

Beanie is one of the apps available at the AppExchange, Salesforce’s exclusive app marketplace – the largest business app marketplace in the world. Sales Cloud is a scalable platform and Beanie is one of a wide range of pre-integrated apps available on the AppExchange.

SMEs wanting to find out more about Beanie can contact the app company by calling 1300 859 323 or by contacting Blirt, which sells the app. The app is now in beta stage.

 

What Blirt Does

Blirt is a Salesforce Cloud Alliance Partner and a Salesforce Pardot Select Partner, so it is well positioned to help your SME get the most out of this platform and show you how you can use apps and the AppExchange to boost its power.

Blirt sees CRM technology as an opportunity to produce incredible customer experiences and can help your business become a more successful, customer-focused organisation.

 

To find out more, we can book a discovery call to find out what you need and show you how to get started.

10 of the Best Cloud Services for Small to Medium Businesses

Is your business booming? Are you having trouble keeping up with all the demands?

If you’re expanding your business rapidly, chances are you’re in need of tools to support your growing business. 

There are a great deal of services to choose from, whether you’re looking for email marketing services or accounting software. 

Whether you’re balling on a budget or just need some additional tools to help you expand your business, we can show you the top 10 best cloud services to help you out. 

 

10 of the Best Cloud Services

The top 10 best cloud services will give you the assistance you need while also being kind to your budget. 

Not tech-friendly?

Most of these services are perfect for those who aren’t as tech-savvy as others. 

Regardless of your business type, tech knowledge, or budget, there’s a little something for everyone here.

 

1. Salesforce

Most growing businesses think their website is their most important cloud property.  It’s not.  The most important cloud asset you can invest in is your CRM. 

Why?  The most important asset you have in your business is your customer base.  Build your customer intelligence on the most robust, trusted and expandable platform in the world – Salesforce. 

Salesforce is, at it’s core a CRM, but it is so much more than that.  It is a true customer platform.  

I often describe Salesforce like the smart phone you’re holding your hand. It is is a platform that holds all your data – some of those apps come standard, some are built by other people (or yourself) which you can download.  Additionally, everybody’s smartphone is different, yet the same.  It’s completely customised to how you like to use. 

Well, that’s kind of like Salesforce.  It’s a platform on which to build your business.  

  • Customise lead management
  • Scale deal management and understand pipeline
  • Collaborate through chatter with colleagues, customers or partners
  • Build insightful dashboards from smart reports
  • Take anywhere via your tablet or smartphone
  • Connect sales, marketing, HR, social, finance… any one of thousands of apps
  • Create your own apps so you can run your business or collaborate with your customers how you want to.
  • Add on marketing automation tools like Pardot, or build one to one personalised customer journeys through Salesforce Marketing Cloud.

That’s why Salesforce get’s our number one spot. There is nothing like it in the world.  

 

2. Xero

If you’re a growing business, it’s imperative that you have a foolproof accounting software. 

Small and medium businesses may not have the manpower nor the budget to invest in an expensive, complicated application. 

That’s why Xero is one of the top 10 best cloud services. 

With its ease of use and great price, any business owner will be able to use the system to run their payroll, invoicing and more. 

If you’re interested in seeing how Xero works, they even offer a free trial to ensure that this top 10 cloud storage service will benefit you and your business. 

We’ve even built apps to connect Xero and your Salesforce instance together.  Talk to us, if this would help you. 

 

3. Dropbox 

Dropbox Business is one of the best cloud services for collaborating with your teammates

Documents can easily be transported through the cloud.

Comments can be left on each document and synced real time so everyone will be kept up to date immediately.

Team folders give specific teammates the ability to edit and share files for specific projects.

You can also use team folders to provide access to things like team meeting information, goals, and updates.

Externally share files with individuals outside the company by creating a password.

Dropbox has added security features that keep your business’ documents safe.

Add passwords and expiration dates, and assign specific employees tasks by choosing who can access each document.

If a device is lost or stolen, you can easily erase that device remotely so no protected information is at risk.

The great part about Dropbox is its recovery feature. All records are stored for up to 120 days and can easily be retrieved.

Pricing depends on the number of users you choose to give access to. It also depends on how much storage you’ll need. 

We’ve recently integrated Dropbox into Salesforce CRM for small business clients, this puts the power of cloud files right in the middle of your CRM.

 

4. HostGator

Having a business website is a must in this digital age. 

However, finding someone to build your company’s website can be time-consuming and costly.

Web hosting sites like HostGator allow you to quickly and easily create your business’ website, even if you’re a newbie. It allows you to use a drag and drop option to create a beautiful website. 

Depending on your needs, HostGator gives you several package options that will make your wallet happy. 

The Hatchling plan starts at $10.99 USD and includes plenty of disk space and email addresses that is perfect for small businesses. 

 

5. Shopify 

Shopify E-Commerce is one of the top 10 best cloud service for several reasons.

If you’re selling any type of product online, this shopping cart is a necessity.

Not only is it cheap, it’s also super easy to use for the tech novices who don’t have much time to learn a new application.

 

6. Citrix Grasshopper

Struggling to have conference calls with your team members? Sick of racking up long distance charges in order to communicate across borders?

Check out Citrix Grasshopper as your new go-to Voice over IP (VoIP). 

Use this system to enable call routing, voicemail, or utilize the call center features. 

To up the cool factor, Grasshopper starts out at only $12.00 USD. 

 

7. Asana 

In order to run a successful business, it’s important to have an effective way for your teammates to collaborate. 

Asana is a web-based tool that ensures your team is working efficiently and allows everyone to check off projects completed. 

Ultimately, this tool allows you and your team to track your work progress and communicate through a platform aside from email. 

Interactive and user-friendly, Asana is the ultimate tool for work productivity for your team. 

 

8. SpiderOak

Keeping your business’ information as well as your clients’ information private is a must. 

SpiderOak is a top 10 cloud storage service provider that allows you to keep your and your clients’ information safe with 100% privacy. 

Depending on your data needs, SpiderOak is wallet-friendly, with 30GB costing only $7USD a month. 

 

9. Zoolz

Zoolz is a great top 10 cloud storage service that works for any business, regardless of your business size. 

There’s no limit to the amount of users or servers you can have, which makes it unlike other service providers.

Absolutely no limits on bandwidth and uploads makes this service provider the ultimate in cloud storage.

 

10. Salesforce Pardot 

Small and medium business owners don’t always have the time to do the marketing dirty work.  

That’s why marketing automation services are one of the top 10 best cloud services on this list. 

Email building, reporting, real time sales alerts, and social profile lookups are only some of the features of the Salesforce Pardot

Check out the case studies that have been done that show the proven ways Pardot has helped companies expand their marketing strategies.  

 

Ready?

The safety and efficiency of your business is your ultimate priority. However, most business owners don’t have the time or the manpower in order to ensure these priorities are met.

Using the best cloud services and efficiency tools will have your business running as smoothly as possible.

What are some other services that should be included on this list? What have your experiences been like?  

An Australian First: Tealium Appoints Blirt

News Release

Tealium Appoints Blirt As First Local Distribution Partner 

Sydney, NSW – 16 July 2015 –Tealium, the leader in enterprise tag management and real-time customer data solutions, today announced it has appointed Blirt, a leading technology driven marketing agency, as the first distribution partner in Australia. It is the first wholly local partnership for Tealium.

Under the partnership agreement, Blirt will provide Tealium’s data capture and management solutions to it’s property, finance, automotive, tourism and education clients to enable them to better manage and leverage their first party data, and drive more personalised, relevant interactions.

‘Marketers with right-now targeting ability from real-time data continue to see increased success in digital marketing,’ said Eyal Mekler, Managing Director, Tealium Australia. ‘The best creative executions need access to segmented, behaviourally-rich data to deliver conversions across all touchpoints. Tealium makes your first party data as easy to access as opening a browser and simple to share across all digital channels for better multi-channel marketing.”

“Blirt is an agency that understands the importance of data as an enabler of their creative campaigns,” added Mekler. “We’re very happy to have such a like-minded partner in Australia.”

Blirt provides clients with specialist skills in online customer journey management and digital brand experiences to unlock data for powerful revenue producing communication programs.

“The digital customer is mobile, always on, multi device and extremely social,” said Blirt Managing Director, Stuart Leo. “Tealium’s audience segmentation and tag management solutions are unmatched in their ability to reveal new opportunities in data driven marketing programs.” 

“Behavioural targeting in real time across many devices is the future of digital marketing and Tealium’s products allow our clients to unlock large data pools useful for branding and lead generation or nurturing. It’s a powerful addition to our digital brand experience offering.”

As part of the partnership agreement, Blirt will offer Tealium iQ Tag Management and Audience Stream solutions to clients and prospects.

Tealium iQ and the Tealium AudienceStream enable online businesses to accelerate technology deployments and harmonize fragmented marketing data to drive relevant cross-channel customer interactions in real time. Using Tealium’s solutions, marketers can flexibly deploy more than 800 turnkey digital marketing technologies, including popular solutions such as Maxymiser, Monetate, Certona, Optimizely, and others.  In addition, via strategic integrations with e-commerce platforms such as Oracle Commerce, IBM Commerce solutions, hybris, Demandware, and Magento, joint customers can seamlessly leverage Tealium iQ within those environments to deliver a more targeted customer experience and drive more online revenue potential.