The Utility Company - Technology-as-a-Service

Business Management

Customer Relationship Management (CRM)
Today, most small and medium-sized businesses struggle with the various silos of data to manage sales, marketing and customer service. Activity management of these critical business functions allows businesses to build a scalable growth model, while maintaining the highest level of customer service. Our Web-based, fully integrated CRM service provides you the capability to manage the customer from cradle-to-grave including marketing campaigns, sales activity, pipeline management and customer service and support. Through our Software-as-a-Service model you save 90% of the traditional software model which is management and maintenance costs, not to mention secure, anytime, anywhere access via the Web.

Our CRM service includes:

  • Sales and contact management – lead management, pipeline tracking, quote generation
  • Marketing automation – campaign management, lead source, Web and search engine tracking
  • Executive dashboards – key performance indicators
  • Customer service portal – establish Web-based knowledge base, ticketing and online training
  • Professional services – statement of requirements and implementation plan

Manage your business, not your software!

Accounting & Reporting
Our Accounting & Reporting service is fully-integrated with our CRM service resulting in your entire business being managed through one online business application. Having all your corporate data in one business system eliminates various silos of data and provides you access to one real-time view of your business metrics to make better (and quicker) decisions. As a Web-based, hosted solution our Accounting & Reporting service is designed for SMBs with growing needs but on a limited budget.

Our Accounting & Reporting services include:

  • General ledger – accounts receivable, payable, time and billing, inventory management
  • Financial reporting – executive dashboards, balance sheet, income statement, budgeting
  • Employee management – HR and expense management, payroll integration
  • Professional services – statement of requirements and implementation plan

The only Web-based business application that connects and streamlines ALL your front and back-office data!

 

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Connected Office™  Success Stories...

Our Success Stories and Testimonials

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