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PCI Announces Core4 CRM – Updated for FileMaker® Pro 13 and FileMaker WebDirect

May 28th, 2014

 

 

Core4 CRMFOR IMMEDIATE RELEASE

San Diego, CA – May 28, 2014 – Productive Computing, Inc., a Platinum member of the FileMaker Business Alliance, today announced the release of Core4 CRM for FileMaker Pro 13.  This new version has been updated throughout to utilize the new capabilities introduced in FileMaker Pro 13.  New Core4 CRM features include a completely redesigned web interface that uses FileMaker’s latest WebDirect technology.  Additional improvements include an update to the desktop interface, the implementation of a custom “Core” theme for customized graphics management, improved dashboard list views and graphs as well as an optimized iOS experience using FileMaker Go.

The Core4 CRM is an easy to use business information tool that serves as the central nervous system for every business it is used in.  Core4 was built with a “your data anywhere” philosophy by providing users with access into the Core4 system through the use of a FileMaker Pro client, FileMaker Go on the iPad or from a web browser using FileMaker WebDirect.

Coupled with Productive Computing’s FileMaker Pro cloud hosting services, Core4 CRM can be purchased under a per user monthly subscription service or for a one-time site license fee for an on premise or hosted installation.  Customers will also have three new custom tailored installation package choices that range from basic installation and training to an all-inclusive custom development package.  These new options are supported by a dedicated Core4 CRM support team that have been trained to provide a highly personalized initial integration and adoption of the software into a customer’s business as well as to provide an unparalleled level of personalized business consultation, training, support and custom development services.

“Our goal was not to simply sell a software license or subscription to our customers, but to set a new standard for how CRM software providers deliver and engage with their customers.  The Core4 solutions we put in place become the most critical business tools our customers use on a daily basis so we want to build a very deep relationship to ensure the customer is getting the most out of the tool.  The more we know about the customer and how their business operates, the better we can shape the tool to their needs.  Our new offerings and well defined setup packages help guide our customers to decide what level of service they would like to have and our new pricing greatly expands our offerings to customers at every budget level.”
       Keith Larochelle, CFO, Productive Computing, Inc.

SaaS pricing is as little as $24/month/user with a minimum $500 setup fee and includes FileMaker Pro and upgrades as part of the subscription.

On premise site licenses can be purchased for $5000 for unlimited users – FileMaker Pro not included.

Please visit www.Core4CRM.com for full product details.

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5 Signs You Need a CRM Solution

February 23rd, 2013

Streamlining business operations through automation is a smart move for businesses of all sizes. Business automation has been proven to produce a number of benefits for all different types of businesses:

– More efficient use of employee time
– Better customer service, satisfaction, and retention
– The need for fewer employees, or the ability to manage more clients/customers
– More office space because automation eliminates the need for paper record keeping
– Eliminates time spent on double data entry
– Eliminates duplicate invoices and payments, as well as late invoice payments
– Decreased marketing costs
– Increased revenues

Business automation is done through a software management system, and CRM software—customer relationship management software—is specifically designed to achieve the above goals by streamlining internal and external communications among a business’s employees and between employees and their customers/clients.

There are a lot of customer relationship management software systems available, and there are also a lot of different types of businesses and business models out there, ranging from sales-force based corporations to small businesses and nonprofit organizations. All types of businesses can benefit from adopting a CRM approach to business, because all businesses rely on customers/clients in order to produce revenues.

With hundreds of different types of CRM software and thousands of different types of businesses out there, how do you match your unique business to the right CRM software package?

The answer: you don’t.

CRM software developers like Productive Computing specialize in creating custom software automation systems—based on the CRM business model of using technology to streamline and improve customer relationships and communications—that are tailored to your business’s individual needs and challenges. And one of the best things about custom-designed software is that it can continue to be modified as your business changes, to best suit its current needs.

How do you know if your business is ready for CRM software and business automation?

There are a number of signs that a business will benefit from adopting the CRM software model as their business management system, but one surefire clue is when your current use of technology is hurting your company more than it’s helping it.

For example, mobile devices can really enhance a business’s internal organization and its communications with clients/customers, but these mobile devices can start to cost a company valuable money in the form of time when they create the need for double data entry because they don’t automatically communicate with the rest of the company’s operating systems.

The answer isn’t to switch your entire office over to Mac OS so your iPads automatically update shared computer applications back at the office. A more practical and feasible answer is to install software that uses a customizable automation system like FileMaker Pro to streamline all operating systems and applications into one system that’s customized specifically to your business and operations.

If your business is experiencing any of the following signs and symptoms, your operations will benefit from adopting a CRM business software solution.

Your employees are spending time on double data entry, or you are wasting time trying to find information located in multiple applications such as Word, Excel, Outlook, iCal, or QuickBooks.

Using a custom designed CRM software solution means that all computer and device applications, regardless of the operating system they’re running on, filter into a single user-friendly interface with streamlined communication that’s easy for both technology-savvy and technology-challenged employees to use.

Your current software management system is difficult to use, confusing to new employees, and/or has multiple features that you never use, possibly because you don’t understand how to use them.

A system that isn’t user-friendly is costing your business money in the form of wasted time. A system with features you don’t use, regardless of whether you understand how to use them or not, isn’t right for your business because it’s not tailored to its unique needs.

Your current CRM software solution isn’t meeting your company’s needs.

If your current management software isn’t streamlining your business the way you hoped it would, you need a customized solution. A CRM software developer can often modify and customize your existing system so your company doesn’t have to start over with a whole new management system.

Your current automation system, CRM or otherwise, can’t be modified to fit changes within your company, or the software is outdated and no longer supported by the developer.

One-size-fits-all business management software solutions aren’t really solutions at all. A custom-designed software and database system always works for your company because it can be modified when it’s no longer getting the job done to its fullest potential.

Your business isn’t operating on an automated system.

Automating your business management system, company operations, and customer/client communications saves time, helps employees function at a higher capacity, and improves client/customer relations, satisfaction, and retention, all of which lead to increased sales and higher revenues.

What to Look for in CRM Software

February 19th, 2013

CRM software is customer relationship management software. The CRM business model is widely used and guides a company’s relationships with its current and potential clients or customers. CRM is a business organization and automation platform that uses technology to streamline four major aspects of business:

Sales
Customer service
Marketing
Technical support

These four parts of the business model are used to recruit new clients, manage and maintain current clients, win back lost clients, and increase revenues by decreasing the costs of marketing. A business must place a lot of emphasis on customer service in order to adopt this model.

Advantages of the CRM Business Model

CRM helps businesses use technology to streamline and organize business operations. Some benefits of using CRM software include:

Increased revenues
Decreased costs
Increased efficiency of employees
Increased efficiency of operations
Better internal and external company communications
Better customer service and client retention

CRM software uses sales force automation to streamline the sales process. Sales reps spend less time on each phase of the sales process, allowing them to take on more clients or for the company to use fewer sales reps to manage the same amount of clients.

Finding the Right CRM Software

There are hundreds of different types of CRM software, each tailored to the different types of businesses that rely on sales force and customer relations. How can you tell which one is right for your business?

Custom-designed CRM software programs are tailored to your individual business’s organizational and management needs. When you use a custom program to automate your business, you don’t have to worry about choosing the right type of CRM platform for your organization.

Here are some of the CRM software tools and management features you may want to integrate into your business’s own customized software.

FileMaker Pro. FileMaker Pro is a universal, customizable automation system that syncs your business’s current software management system with computer operating systems, desktop applications, and mobile devices, keeping all your workers on the same page and eliminating double data entry.

Outlook automation. By automating data exchange between Microsoft Outlook and FileMaker Pro, you can sync desktop applications such as Contacts, Calendar, Tasks, Mail, Notes, and Journal with the FileMaker database and mobile devices. All computers and devices on the system can automatically share information and all users view applications in the same windows.

Apple automation. If your office uses Mac OS you can similarly sync data exchange between FileMaker Pro and common desktop applications such as iCal, Address Book, and IMAP mail. If your employees use both Microsoft and Apple operating systems, you can eliminate double entries and get your entire office on the same FileMaker system through automation.

Custom iPhone and iPad applications. Allow your business’s mobile devices to communicate with your desktop computers and the FileMaker system. If your sales reps use mobile devices to make appointments, record client contacts and account data, and manage email, devices can be setup to sync with the main system automatically and save extra time spent updating multiple systems.

QuickBooks automation. Most small businesses manage their finances through QuickBooks. By streamlining QuickBooks with Filemaker you can automatically enter invoices, receipts, contacts, and sales transactions into the main office system and eliminate double entry of data. Electronically recording invoices, sales transactions, and accounts payable and receivable eliminates the need for paper record storage.

Utility plug-ins. These customizations allow your office’s different electronic transactions to automatically record and update information within the main system. You can automate features like credit card processing, Constant Contact management, electronic signatures, fingerprint security, PDF documents, printers, and files.

These software development features can enhance your experience with building and using your custom CRM software.

Feasibility study. This should be performed before your software is created. A feasibility study helps your software developer understand your business’s needs when it comes to your business processes, IT infrastructure, and current software process and compatibility.

Frameworks. Frameworks are templates used to give your custom software solution a basic framework instead of building the program from scratch. Frameworks allow your software solution to be developed faster and save your business money on customized automation software.

Technical support. A developer that offers ongoing technical support about the use of your software will help you get the most out of your investment. Look for email, phone, and chat options, with additional literature accessible from your developer online.

 

Core4 – CRM Anywhere, Released for FileMaker Pro 12

July 13th, 2012

FOR IMMEDIATE RELEASE

San Diego, CA – July 13, 2012 – Productive Computing, Inc., a Platinum member of the FileMaker Business Alliance, today announced the release of Core4 CRM for FileMaker Pro. The Core4 CRM is a strikingly efficient customer relationship management system that offers organizations shared user access and control over critical business data. This cross-platform business management tool includes a full suite of integrated modules to help organizations manage their business and direct their work flow. From initial contact with a potential customer, through the sales and estimating process, and finally to managing and completing successful projects, the Core4 CRM will help you and your team produce efficient and organized results for your customers time and time again.

Core4 was built with a your data anywhere philosophy by providing users with access into the Core4 system in a number of convenient ways.  By installing the award winning FileMaker Pro 12 database engine, the Core4 delivers a feature rich user experience when being accessed via a desktop or laptop computer.  Using the free FileMaker Go App provides remote tablet access via an iPad.  Accessing Core4 CRM through a web browser provides additional access when users are on the go or have limited bandwidth.  Using techniques now available in FileMaker Pro 12, Core4 has been heavily optimized for access across a Wide Area Network and the web.

Coupled with Productive Computing’s new FileMaker Pro database hosting and SaaS service, Core4 is launched as the first full-featured FileMaker CRM solution offered under an optional Software as a Service subscription model. Customers have the choice to make a traditional one-time purchase to run it on their own server, on one of PCI’s hosting servers, or to purchase a subscription to the software “in the cloud” for a monthly per user fee.

Key Features:

•  Customer Relationship Management

•  Web Access and iPad Optimized

•  Sales Opportunities, Estimates, Orders, and Invoices

•  Remote Work Orders with Digital Signature Capture for Field Service Technicians

•  Correspondence History and Campaigns

•  Calendars and Activities (Tasks, E-mails, Faxes, Letters, Notes, Calls)

•  Purchase Orders

•  Payments and Credit Card Processing

•  Inventory Management with Kitting and Assemblies

•  Projects and Time Tracking

•  Dashboard

•  Reporting

•  Document Management and Storage

•  Integrates with Outlook, QuickBooks, Apple Address Book, iCal, and Credit Card Processing

•  100% Customizable

•  Flexible Deployment and Pricing Options

“We are tremendously excited about the new capabilities that FileMaker Pro 12 brings to our product as well as what our new pricing model offers to our customers.  The ability for a customer to begin using our software on the FileMaker Pro platform without an upfront cost will allow us to bring a new level of efficiency to organizations who may have otherwise not been able to afford it.  Helping businesses become more organized and profitable through the use of well designed, easy to use, easy to access software is our goal and the Core4 CRM ties all of that together in an incredibly valuable tool for our customers.  With the introduction of FileMaker 12 and FileMaker Inc.’s continuing commitment to developing the best database software for the desktop, the Web and mobile devices, our goal and more importantly our customer’s dreams are made a reality.”
– Marc Larochelle, CEO, Productive Computing, Inc.

Please visit http://www.Core4CRM.com to try a product demo, view the tutorial videos, or read the product documentation.

About Productive Computing, Inc.
Since 1996, Productive Computing, Inc. has been helping its customers become more efficient and profitable by implementing custom software solutions using FileMaker Pro. Utilizing FileMaker Pro as a rapid application development tool, their certified FileMaker developers can create custom applications that a business can run on their Windows or Macintosh desktop computers, in a web browser, on an iPad or iPhone or shared simultaneously on all of these platforms.

Productive Computing, Inc. also produces several off-the-shelf productivity solutions such as Core4 CRM, Core3 CRM, Core2 CRM, Core2 Invoices, FM Work Orders, OrgPlanner and IT Asset Manager as well as a suite of FileMaker Pro plug-ins that allow FileMaker Pro to integrate with third party applications including Outlook, QuickBooks, Apple’s Address Book and iCal, PDF forms, credit card processing, digital signatures and biometric fingerprint scanners.

In addition to building custom and off-the-shelf FileMaker Pro solutions and plug-ins, Productive Computing, Inc. is a full service FileMaker Pro hosting company. FileMaker hosting services allow customers to host their own FileMaker Pro solutions on Productive Computing servers in the cloud instead of purchasing and supporting the necessary server infrastructure themselves. These same servers also provide the infrastructure for customers who would prefer to subscribe to Productive Computing’s Core4 CRM, Core3 CRM, Core2 CRM, and FM Work Orders products under a SaaS (Software as a Service) pricing model.

Productive Computing, Inc. is one of only a few companies in the United States to have earned the highly respected Platinum level membership within the FileMaker Business Alliance and recently won the exclusive FileMaker Business Alliance Partner of the Year award.

Productive Computing, Inc.
950 Boardwalk, Suite 205
San Marcos, CA 92078
http://www.productivecomputing.com
info@productivecomputing.com
(760) 510-1200

Press Contacts:
Productive Computing, Inc.
Keith Larochelle
(760) 510-1200

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