Running a Smooth Operation

Shouldn't business operate as flawlessly as possible? I think so. Business software should integrate into the business.

Business Software
I'll share with you how Liferro can best be used to make a business run smooth as silk.

Serious consideration should be given to how information is processed and used throughout an organization. The software programs used should enhance the business not weigh it down, or make it react sluggishly or not at all.

Often, businesses are challenged by:

• lack of vision


• infrastructure limitations


• and a transparent management system

Using Liferro helps create vision and build the necessary infrastructure to operate and keep a pulse on business activities. The day's business goals should be to automate as many processes as possible. An effective organization does not waste time on non-essential tasks, but instead places that energy on building brand.

The following functionalities help build a successful business:

• Lead Generation and Conversion


• Building a strong sales team with lead generation, online forms, opportunity and relationship tracking


• Client Fulfillment

The request/fulfillment system gives you a better handle on how quickly client requests are fulfilled. By operating in an open environment the entire staff can address overlooked items with the visual alert system.


• Empower Management


• Use Gantt charts to review real-time snapshots of each employee's activities and progress.


• Implement Strategy and Monitor Progress


• Use activity-centric features to foster true accountability


• Analyze Prospect and Client Demographics


• Customize reports on the fly for realtime information from any department.


• Keep the Company Mission Top-of-Mind


• Display your company's mission statement on each user's home page.

The use of activity focused software helps business processes become more predictable and leads to improving not only staff productivity but client services.

Knowledge Management

Finding files and data in the enterprise affects more and more users each year and the number continues to grow. While filing data into folders has been ingrained since the advent of the personal computer, it has always been up to the user to decide where information is stored. New research and processes have revealed components that can also automatically file, eliminating misplaced information problems.

Software known as knowledge management has shown a great deal of promise. SaaS knowledge management systems now come in enterprise grade varieties and incorporate sophisticated data management features. Implementing common sense approaches to store data and files help protect organize, and promote collaboration increasing relevant easy to find customer data.

In order to get to the required levels of data organization, users must have tremendous knowledge of the system and software there using, thereby raising the risk of accumulating misplaced information. The largest source of misplaced files are found in user interpretation of information, such as mis-understandings of the information being filed, folder and file misspellings and sub-par organizational software. Users are at the mercy of the popular tools available for knowledge and filing activities. Traditional approaches pose a problem due to the high possibility of interpretation that can accumulate over time as knowledge is transferred from one user to another.

Using a Knowledge Management SaaS model designed to handle this problem provides the maximum levels of access via the web and optimal efficiencies from pure, knowledge management tools such as Liferro’s Knowledge Management SaaS solution, completely free of user interpretation and folders.

Creating a Filtered List

There are many useful features in Liferro and knowing about Filtering will help you search for information by creating lists and then filtering those lists quickly according to criteria you define. For example, all contacts in the state of Illinois who are clients, using Illinois and client as filter criteria.It's easy. For instance, click on Contact List and hover the mouse at the end of any word in a column and click in the empty space right next to the word; you create filtered lists based on what you click. These actions will return a list of all contacts selected and you can continue to filter the list as specific as needed.Now, you have a filtered list, what can you do with it' You can send a group email to the list and messages will appear as if sent individually; export the list to create a mail-merge or send to a colleague.Filtering information made easy with Liferro.