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Secrets of Elite Business Revealed: Use These 6 Technologies

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2018 announces it as a good year for productivity. More quickly than ever before, business applications and cloud-based software simplify business processes across industries. This new wave of technology is affordable, easy to access and designed to be easy to use.

Companies of all sizes, in almost every industry, can benefit from this technology. Without the right tools, your business may be wasting money and billable hours on tasks streamlined by cloud applications. . Otherwise, grueling tasks like e-mail, phone calls, paperwork and communication with a bottleneck are a child's play with the right technology.

We are here to guide you through six essential tools that companies can not afford to overlook. Each of them is tailored to a specific task and, once combined, will make your daily operations faster and easier, and they could simply save you money.

1. A cloud-based telephone system

We know that there is no "average day" in business. Some are short, most are long, but there is a constant: the phone. It will always be there, and using the wrong system of phone system will make you waste your time and money.

Enter the cloud-based phone system: affordable, no-contract and with perfect features to optimize a company's phone communications. Thanks to VoIP technology, a cloud phone system makes it possible to make phone calls from your company wherever there is an Internet connection. But that's not all:

  • Route calls to any of your devices at your convenience, or even a phone answering service – we'll talk about it in a moment.
  • Access voicemails and call records from your email, where they can be easily downloaded and shared – essential for keeping track of messages and customer information
  • Assign an extension to each user, so that callers quickly reach those they need
  • Set up your system in minutes. There is no hardware required, which means there is no costly maintenance, which means your phone bill will be lower.

Cloud telephony systems (like Tresta!) Offer local and toll-free numbers, which allows you to tailor the appearance of your business to as many potential customers as possible. Do not forget: 75% of people think that the call is the most effective way to get a quick answer – are you equipped to answer?

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2. A dedicated answering service

The fact is this: there is simply no time to answer all the phone calls. However, it is certainly in your best interest to try: 80% of callers at a company will not leave a voice message and will not call back if their first call is not answered.

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This leaves little time for telephone identification with potential customers. If you do not answer their call, someone else will do it. That's precisely why a 24/7 response service is there to take over when you're busy. With an answering service, all calls that you do not have time to answer are handled by experienced agents who are trained to offer the experience of an internal receptionist for a fraction of the time. cost.

Agents follow a custom script that allows them to answer frequently asked questions, take messages and contact information, and just about anything you need. Each call is recorded and followed by a detailed report that is sent to you so that you do not miss any information, no matter if you are busy.

It is important to note that not all response services are designed to work with certain types of businesses. When weighing the options, look for these details:

  • -Prior experience taking calls for a business like yours
  • -24/7 availability
  • – Bilingual Services
  • – Possibility of integration with existing software, such as scheduling, order processing or CRM tools

Tip: If you use a cloud-based phone system like Tresta, calls can be programmed on your mobile phone during the day and then on the answering machine at night, on weekends or even during your break breakfast

3. The favorite live chat function of everyone

People like the opportunity to chat in real time from a company's website. It has been shown that it improves the perception of a company vis-à-vis visitors and leads to a customer overall more satisfied. In fact, a survey conducted by eMarketer revealed that 63% of respondents were more likely to return to a site where they had used a chat feature like LiveChat. The reasons are pretty clear: it's convenient. This allows potential customers to perform multiple tasks simultaneously. However, the most important is probably the following: It's much easier than making a phone call.

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While researching and considering options, a visitor to your website might have a question about your service that they feel is not worth the phone to ask. At this point, there are two options: they keep browsing your site and their question remains unanswered, or they quickly open your website's chat box and talk to a member of your team. We answer their question quickly, which allows you to immediately communicate your expertise and stand out from the potential client.

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4. Intuitive CRM

This one is obvious. Good management software, such as those offered by Salesforce, HubSpot or Zoho, streamlines all the tedious administrative tasks associated with each new customer, saving you time and keeping you organized.

Leading CRM vendors can do just about anything that gives you a clearer insight into your customer relationships. They will notify you when a major potential customer browses through your view or opens your email. They will analyze your market and help segment your customers, assign representatives and make the most of your territory. The analysis tools allow you to visualize and plan sales forecasts, for a realistic and feasible plan for the present and the future. However, it is hardly the tip of the iceberg. If you have avoided CRM in the past thinking that they can not help your business, it's time to think again.


Do not forget that some response services (not all!) Can integrate with the CRM software of your choice, so your records stay up to date no matter where you are.

5. Content Management and File Sharing

Imagine the dusty yellow classic binder.

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Not very impressive, is not it?

Imagine now that it is in your computer and you can safely store an unlimited amount of files that you can easily organize, search, download and share with anyone.

It's better.

With cloud-based file storage applications like the Box, aptly named Box, all your documents are organized and accessible in a few clicks. Storage applications like these are very easy to use and rely on advanced security measures, so there is no privacy problem to consider when it comes to information. sensitive.

6. Simplified Internal Communications

The right tool for internal communications will probably not eliminate the need for internal emails, but it will definitely avoid that feeling of dread that inevitably follows the opening of your inbox in the morning.

Apps like Slack are perfect for large teams or those that include members working from different locations. Organize your team into department-based channels, specific projects, or anything else for which you would need a designated space to communicate. Send instant messages, photos, documents, etc. from your computer or mobile phone.

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It is faster and more convenient than sending an email, and just leaves a little more space in the inbox of all emails for everything else going on.

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To recapitulate:

That's it, you have it. Six tools that you may never have heard of are affordable, easy to use, and work together to keep your practice organized and productive. Each is powerful in itself, but when combined, form a seamless unit designed to save you time and focus on what matters.

  • Tresta – Route your calls wherever you want with a cloud-based phone system
  • PATLive – Save time by allowing expertly trained agents to answer calls while you are busy
  • LiveChat – Impress potential customers by answering their questions in real time from your website
  • CRM – Keep all customers, files and contacts organized – or let your answering service answer your questions!
  • Box – Eliminating Paperwork Headaches by Organizing All Documents and Files Safely in the Cloud
  • Slack – Simplify internal communications and make room in your inbox by instantly sharing messages and files with your team from anywhere

Who is PATLive?

PATLive is a live answering service based in Tallahassee, Florida. Since 1990, we answer calls 24 hours a day, 7 days a week for law firms of all shapes and sizes. We know that your calls are important and that the right image is the right one. That's why we only hire the 2% of the best candidates to answer the calls, then train them for at least 80 hours before they can work in our response center.

Using our custom call scripts, our agents say what you want them to say and sound exactly like a member of your company. They take messages, schedule appointments and even work with your management software like Clio and Lexicata to keep the records updated with accuracy and security.

Photo via Shutterstock

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