Mondo, Author at MondoCRM

Private Equity and Its Impact on Software as a Service

I came across this article, and I found it interesting as my industry goes under dramatic change.

Over the last 5 years, business to business software has taken on the SaaS (Software as a Service) model. It makes sense. The software publisher has incentive to adapt to subscriber needs, the consistent cash flow to continually improve the product, the means to support existing customers and adjusts it to ever-changing hardware and operating systems.

Now, the world of private equity has jumped on this megatrend as well. They can see consistent returns, and they can map out a five year plan with relatively predictable revenues. Sounds great for everyone, right? The software publisher fulfills their vision. Customers enjoy the new features. The private equity firm provides a capital boost and cashes out in 4-5 years. Everyone wins. Maybe.

But what if cash flows don’t meet expectations? Or what if previously acceptable returns aren’t enough for institutional investors who expect year-over-year growth? Will they apply pressure to cut costs and increase prices? Who takes the hit?

“..But don’t mistake their ultimate loyalty: it’s to the money, not the business. Whenever the business isn’t aligned with the money, they will side with the money.” — Inc. Magazine (October, 2018)

We’re platform agnostic and routinely work with both closely-held (Zoho & WiredContact) and investor-owned (Act! & Benchmark One) CRM platforms and vendors.

Yet, we’re sensitive to these industry developments and watch them closely.

Choosing the right provider, one that meets our clients’ unique circumstances, is almost always a nuanced and involving process. We’ve been doing this for over 20 years and enjoy these conversations, and we believe our approach is quite unique for the industry. If you’re reviewing your current system’s features, functionalities and relevance to your business processes, feel to press the button and book a discovery call.

by Mondo

How to disable the pop up blocker for WiredContact

When you run a report or require an alarm in WiredContact, you need to make an exception to your browser to allow a pop up for your WiredContact site. Here is how to do it in Chrome and Edge.

Chrome

Edge

How to add a pop up exception rule in your WiredContact site.

by Mondo

What is CRM - Has it changed since 2012?

I made this video in 2012, and my branding and platforms has evolved a bit. However, I still see many core principles remain the same. Although we have to say good bye to the Blackberry, CRM builds what’s now known as a customer-centric enterprise. After all, how can you build good customer experiences if you don’t know anything about them?

by Mondo

Increase E-Mail Delivery Rates for E-Mail Blasts from your CRM

Before you setup any ESP (Email service provider) for your CRM, you must setup your DKIM and SPF records. You may be asking, “What in the heck does that mean ?”. I will very briefly explain it; then, cite some resources.

ESP (E-mail Service Providers) such as Swiftpage (now Act!), MailChimp or Constant Contact send e-mails using their servers on your behalf. Your clients’ ISPs and spam filters will detect the ESP’s sending the email. However, some clients’ filters are setup to reject this because a hacker could use the same technique to spam you as well.

So an industry consortium created the SPF and the DKIM record. The SPF and DKIM records gets added to your DNS settings so other ISPs know that your ESP is actually legit when sending emails on your behalf.

Here are some links for a couple providers.

Once this is setup, this is another step closer to avoiding the junk box.

If you don’t know what a DNS record is; then, work with your I.T. contractor to set this up. When we work with our clients, we partner with your I.T. contractor to update this.

by Mondo

Adding the WiredContact Mobile Site to an Android or iPhone

For Android:

1. Unlock your Android device and ensure you are connected to the internet.
2. Open the Google Chrome web browser or any other browser you prefer.
3. In the browser’s address bar, type or paste the website URL provided by MondoCRM or WiredContact.
  For example: http://mobiledemo.wiredcontact.com and press “Go” or “Enter.”
4. Follow these instructions:
  1. Tap the three-dot menu icon in the top-right corner of the browser window.
  2. Scroll down to find the “Add to Home screen” option (or similar wording) and tap on it.
  3. A pop-up window will appear, allowing you to customize the shortcut’s name. You can leave it as the default or enter a custom name if you prefer.
  4. After customizing the name (if desired), tap the “Add” or “Add to Home screen” button. This will create a shortcut to the website on your Android device’s home screen.
  5. You may be asked to confirm the action. If prompted, tap “Add” or “OK” to proceed.
5. The website shortcut will now be added to your Android device’s home screen, and you can find it among your other app icons.

For iOS:

1. Unlock your iOS device and ensure you are connected to the internet.
2. Open the Safari web browser, which is the default browser on iOS devices.
3. In the Safari browser, navigate to the website you want to add to your home screen:
  For example: http://mobiledemo.wiredcontact.com and press “Go” or “Enter.”
4. Follow these instructions:
  1. Tap the “Share” button at the bottom center or top right of the Safari window (it looks like a square with an arrow pointing upward).
  2. Scroll down in the Share menu and find the “Add to Home Screen” option. Tap on it.
  3. A pop-up window will appear, allowing you to customize the shortcut’s name. You can leave it as the default or enter a custom name if you prefer.
  4. After customizing the name (if desired), tap the “Add” button in the upper right corner of the pop-up window. This will create a shortcut to the website on your iOS device’s home screen.
  5. You may be asked to confirm the action. If prompted, tap “Add to Home Screen” to proceed.
  6. The website shortcut will now be added to your iOS device’s home screen, and you can find it among your other app icon
5. The website shortcut will now be added to your iOS device’s home screen, and you can find it among your other app icons.

by Mondo