Business Automation Deployment Packages

Contact Management (CM), Sales Force Automation (SFA), Customer Relationship Management (CRM) and Marketing Automation Systems as a category are, among others, called Business Automation (BA) products. These products and categories when selected and deployed properly can improve business productivity by orders of magnitude. Many business owners do not know the differences between these categories of business automation solutions much less the differences between each individual product within a given category.

Wading through the plethora of product selections and options can be highly time consuming and a very costly exercise. Since 1993 Serex Sales Automation Services (Serex) has helped over 500 companies select and deploy business automation solutions using best practices.

Business Automation (BA) products are by far the least leveraged class of products by most small and medium sized businesses. Some of these BA tools can automate workflows and processes in the following areas:

  1. Sales
  2. Marketing
  3. Customer Service
  4. Administration
  5. Accounting

The automation of business workflows and processes among other things, can lead to everything from more efficiencies in staff utilization, to quicker information access, to less things ultimately falling through the cracks; All of which potentially increasing profitability, bottom line performance and ROI not to mention increasing the valuation of a company.

Marketing methodologies and strategies have changed tremendously over the past 5 years. There is a new phenomenon, we call it inbox fatigue. Inbox fatigue is due to the use of email marketing tools that indiscriminately send untargeted emails to anybody and everybody that has an email address, independent of their needs, interests and wants. At Serex we make sure the product sets we introduce will allow for intense profiling such that clients who are interested in one item are not being marketed for another, or worst, existing clients are not sent prospecting messaging. We help our clients target their messaging using a variety of up todate tool sets, which ultimately reduce inbox fatigue and decrease the probability that important messages get sent to junk.

A successful deployment of BA tools is typically contingent on a number of best practice elements. Best practices deployments usually are more costly than deploying without. Unfortunately many companies elect to deploy without going through best practices resulting in a very high number of BA projects failures, in fact companies not following best practices, typically have a 70% deployment failure rate.

 

As a result of 20+ years of deployments and experience in this area, Serex offers packages that will help companies get off the ground correctly using best practices at a very affordable and reasonable cost.

All our packages include:

  •  A basic requirements assessment
  • BA tool(s) selection
  • Installation of selected BA tool(s) (if applicable)
  • Configuration of selected BA tool(s)
  • One Data Import from an Excel spreadsheet
  • Training
  • Post deployment support

 

Package Options (available at additional cost,if applicable):

  • Cost of Business Automation Software(s)
  •  Any type of database repair or manipulation in order to properly prepare data for import from a third party product into the selected BA solution.
  • Import of more than one database into the BA solution
  • Deployment or training of non-supported products and systems
  • Deployment or training of any 3rd party products including Microsoft Office
  • Deployment or training on synchronization options for the various BA solutions
  • Deployment or training of any mobile device including Android, Windows mobile, Blackberry or iPhone
  • Virus or any type of Malware removal from systems
  • Setup or deployment of a system Backup solution
  • Microsoft Windows training, support or installation

 

Note:   Any work over and above what is listed in the package will be charged at a reduced rate

 

Serex Packages Descriptions

 

Get up and running properly…. These packages are for business owners that realize having business automation software is essential for the business’s future growth and want to ensure that it will be done correctly.

All packages include the required elements of a best practices deployment including a requirement analysis, product selection and deployment based on the number of users, processes to automate and custom reports to generate.

 Small Business Kick Start Package:  $2,200

  • Number of users: 1-5
  • Number of departments: 1
  • Basic requirements analysis  … 3 Hrs
  • Business automation (BA) product selection
  • BA software installation / setup on server, workstation or on hosted website
  • Database install & configuration (if applicable)
  • Links to Microsoft Office (if applicable)
  • 1 x Workflow / automated process map & setup (no more than 15 elements)
  • 1 x Custom report (if applicable)
  • 1 x On site or web based basic or advanced training classes (2.5 Hrs each)
  • 2 x Hrs post deployment support


Small Business Start UP Package:

  • Number of users: 1-5
  • Number of departments: 1
  • Basic requirements analysis  … 3 Hrs
  • Business automation (BA) product selection
  • BA software installation / setup on server, workstation or on hosted website
  • Database install & configuration (if applicable)
  • Links to Microsoft Office (if applicable)
  • 1 x Workflow / automated process map & setup (no more than 15 elements)
  • 1 x Custom report
  • 2 x On site or web based basic or advanced training classes (2.5 Hrs each)
  • 5 x Hrs post deployment support

 Intermediate Business Package:  

  • Number of users 6-10
  • Requirements analysis … 6 Hrs
  • Business automation (BA) product selection
  • BA software installation / setup on server, workstation or on hosted website
  • Database install & configuration (if applicable)
  • Links to Microsoft Office (if applicable)
  • 3 x Workflow / automated process setup
  • 3 x Custom report
  • 4 x On site or web based basic or advanced training classes (2.5 Hrs each)
  • 1 x On site or web based system administration training class (2.5 Hrs)
  • 20 x Hrs post deployment support
  • Number of departments 1


 Done For You Marketing Package: 

Here we have clients that do not want to touch their systems. They want to “WORK ON” their business “NOT IN” their business. They just want marketing to happen. This service is usually paid on a monthly retainer basis. This package does not have a price associated with it because it is tailored to each individual requirement and the associated services required.

Here we work with your respective teams to continuously determine /tweak all the business requirements, setup the mappings,  then  automate as many of the workflows and processes required on an ongoing basis. We do all the mechanical work that is required, all you need to do is provide us with guidance on what you need. Some of the services that we execute (depending on the automation package selected) may include:

  • Process mapping
  • Workflow mapping
  • Campaign automation setup
  • Email blasting
  • Web form setup
  • Survey setup
  • Landing page creation
  • Database administration including
  • Database segmentation
  • Importing of new lists
  • Duplicate checking
  • Reporting
  • Ecommerce setup & maintenance

Via our call centre we can provide a host of other services including:

  • Appointment Setting
  • Virtual Assistants
  • CRM Assistants
  • Lead Generation
  • Telemarketing
  • Customer Service (In-Bound)

Note: For a complete list of Serex Call Centre Services please visit our Call Centre Services Page

 We have a stable of partners who offer best of breed services including:

  • Marketing Consulting
  • Internet Marketing Including:
  • SEO Consulting and Execution
  • PPC
  • Re-Marketing
  • Website Design
  • Graphic Design
  • Social Media Consulting and Execution
  • Copywriting
  • Sales Training
  • Public Relations
  • Customer Service Consulting
  • PC Technical Support

…..   Not only a one stop shop but a fully integrated one stop shop !

Requirements:

  •  All workstations are fully functional and are free of Malware, Spyware and Viruses
  • All workstations have the equivalent of a Pentium IV processor and 4G of Ram
  • All workstations have a working mouse, keyboard and video monitor
  • All workstations are running Windows 7 or Higher
  • All servers have the equivalent of a Pentium IV processor and 8G of Ram
  • All workstations/servers  have high speed internet access
  • All workstations/severs have anti-virus and malware protection
  • Proper backup strategy is in place
  • Remote access (via internet) to servers and workstations will need to be granted

Note:   Not all requirements are applicable to all BA solutions. Apple shops will be limited in the choices of BA solutions

General Package Notes:

  • If applicable, a travel surcharge and expenses will be calculated on a per project basis