The Changing Face of Software

The right software can greatly enhance the productivity of business users. However, traditional tools are not always suited to the modern business landscape, where people may work from home or a local Starbucks as easily as a cubicle. Likewise, associations and nonprofits may have committees and boards who lack access to the same physical network, creating a barrier to collaboration.

Software as a Service

Fortunately, the last two years have seen a remarkable level of growth in decentralized, Web-based applications, often described by the term "Software as a Service" (SaaS). Because this type of software is accessed through a Web browser, it's available to anyone with an Internet connection. Even better, many of the most useful tools are available at no cost. When there are fees, SaaS applications have an additional (and significant) advantage over traditional offline software. Pricing usually takes the form of a subscription which can generally be changed or canceled at will, making the cost of commitment very low.

Alternatives to Existing Software

With a driving interest in technology (not to mention enormous resources), Google is a leader in providing excellent tools for free. One of its most notable offerings is a collection of applications called Google Docs. This system provides an online alternative for creating and editing text documents, spreadsheets and presentations. It can open and save standard Microsoft Office documents and makes it very easy to share them with others for review and collaboration. Google provides a number of other tools (nearly all free) which provide Web-based alternatives for email, calendars, and even payment processing.

New Opportunities

Web-based software also offers new possibilities for accomplishing tasks that traditional office applications don't handle well. For example, many people resort to email for group communication when it's really better suited to one-on-one correspondence. Services such as our own GroupLoop.com, a committee management tool, aim to solve this problem by organizing discussions and providing specific features for certain kinds of communication like RSVPs and reminders. A business-oriented group chat application called Campfire provides an excellent way to hold a discussion in real time while maintaining a permanent, searchable archive. Blogs and email newsletters provide much more economical and timely methods of communicating with members than traditional printed mailings.

Integration

A common question when considering the adoption of new technologies is how well they may integrate with existing systems. Specifics vary, of course, but in general this is an area that SaaS vendors have worked hard to address. Many services provide open access for developers to write software that extends features or provides access to data so that systems can work together. New data standards are making exchanges of information easier than ever. For example, using Google Calendar to schedule events automatically makes a data feed available that can be used to display those events on a website.

Privacy and Security

Many business users are also concerned about the security of data hosted by Web-based applications. Working this way does mean giving up a certain amount of control. However, it's worth noting that the network-level protection offered by service providers like Google is typically far more robust than what an average business employs to protect its data. The same common-sense guidelines apply to Web applications as offline ones, such as choosing strong passwords. Many providers make their services available over encrypted connections for additional security. It's always a good idea to review a service provider's policies before trusting them with sensitive information, and when the Web browser becomes a platform for delivering software, it's also critical to keep up to date on patches.

The Bottom Line

The modern software landscape offers many new ways of delivering both existing and innovative services through the Web. Adopting SaaS technologies can be an excellent way to gain efficiency while reducing software costs. With a generally low cost of commitment, there's almost certainly at least one area where Web-based software can benefit your business. If you're able to identify such an area but can't find software to meet the need, CWS specializes in developing custom Web applications and we encourage you to contact us for a risk-free discussion.

Ask CWS: How do you track customers?

Question:

I own a small company and have a hard time tracking all of the conversations we have with our clients. We have several employees now, and it always seems like one employee tells a customer something and then another employee tells them something else. How do you keep track of communication you have with clients so that everyone is on the same page?

Answer:

This is an excellent question and one that was a challenge for us too (especially as as we grew). As you mention, it was easy at first because I was the only employee and knew everything about each customer. But as you grow, there is no possible way that you can handle every customer request. So, you do the logical thing and hire additional employees and hope that everything will go well.

It won't.

You'll soon realize that you could have done a better job training your new staff. Or maybe that they handled a situation just a little differently than you would have. Or even worse, that something was forgotten and now you have an upset customer that wants to speak to the boss! You think to yourself, "How could this have happened?"

Wouldn't it have been nice to know about this situation BEFORE it turned into a big deal?

Of course it would, and that's why we started using some web-based software called Highrise a while ago. In the most simple terms, it's a website where we track email and phone conversations with a customer. This means that any employee can pull up a customer and see who said what to them, how they communicated, and when.

I know you're probably thinking, "You take the time to re-type every email you send to a customer?" Hardly. Each employee is given a Highrise "drop-box" address that they BCC each outgoing email to. This attaches the email to the customer so that other employees can review it if the need arises.

In addition, Highrise has an RSS feed for all communcation. This means that in Outlook, we can keep an eye on all communication that we've had as a company that day. Want to know if Johnny called Customer XYZ back today? Just review the RSS feed and you'll see everyone that Johnny communicated with that day. It's that easy.

Our Highrise account is affordable at only $49/month. It's an invaluable tool as it includes information about everyone that associates with CWS. Highrise offers a wide variety of plans based on the number of contacts and emplyees you have. Check it out.

Reminders for the GroupLoop Calendar

GroupLoop gets tweaked a lot in response to feedback from our users. While the application is purposefully simple, from time to time we roll out new features to make it just a bit more useful.

Recently we've added a feature to set automated reminders for upcoming calendar events. This can be handy if you populate your calendar well in advance of events or if you just need to draw people's attention to an approaching item.

Reminders will be delivered by email, but they also tie in with the iCal / Outlook integration feature. If you designate a reminder for an event, anyone who drops the item on their local calendar will have an alarm set automatically.

If you work with a group that could be better organized and haven't tried using GroupLoop, set up a free account in just a few seconds and take a look!