Please click on a question below to reveal the answer:
I am considering a new CRM system for my company. Where should I start? Close
There are 2 key areas to consider before deciding on a new system for your business,
the first is to clearly understand your needs, and the other is to understand the
types of solutions out there.
By spending quality time understanding your needs and the needs of your business
- be it price or features, you will have a better understanding of how prospected
solutions compare against one another and ensure that you maximise on the investment
you make.
In terms of research, the internet is a fantastic place to start and entering key
words such as “CRM” or “Recruitment Systems” into search engines like Google will
return a wealth of information for you to browse through. This may help you to unearth
requirements you may not have initially thought of and that would add great value
to your business, or it will educate you on the industry buzz words used by solution
providers making subsequent demonstrations or meetings more fulfilling and constructive.
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At what areas of the industry is your product targeted? Answer
TrackerRMS is aimed at 4 key business areas:
- Recruitment consultancies looking to automate contact management, the registration
of candidates the management of job opportunities, placements, availability, timesheets
and expenses and billing
- Software & Systems Integration companies who need to manage their clients,
contacts and pipeline through to the project delivery side where resources are assigned
to projects and managed against a project plan. They would also want a system to
support their users ongoing and manage tickets, feature requests and changes
- Consultancy & Professional Services companies with specialist products
and services, or skilled personnel that have a busy pipeline that requires keen
qualification and bid management through to assignment, time keeping and billing
on an hourly or daily basis
- Other general businesses looking to streamline sales, resourcing or support
processes in a single integrated solution
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How will your software make my business more profitable? Answer
The efficiencies gained in your day-to-day processes will be a key contributor to
the profitability of a TrackerRMS implementation.
By streamlining or automating common processes around contact management, opportunity
management, candidate/staff processing, time keeping and finances, our clients can
quickly realise savings through turnaround times and even headcount reduction.
The TrackerRMS team will work with you during initial discussions to help
you qualify where these efficiencies may be realised ensuring the system helps pay
for itself from day one.
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What is the typical number of system users in one of your average client business
customers? Answer
User numbers vary greatly depending on the size of the organisation and the departments
involved in the various components of the TrackerRMS solution.
We have many clients with between 1 and 5 users who are looking to TrackerRMS
to provide a lost-cost high value solution with little to no upfront costs that
their staff can use straightaway.
Likewise, we have some very large clients with hundreds of users in multiple countries
including the US, UK, Europe, Canada, India and Australia who are looking for an
enterprise CRM application accessible from anywhere to aid communication and deliver
insight at a global level.
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Some of my staff are not very good at recording what they do in our current
system, how will TrackerRMS help solve that? Answer
Like most applications of this nature, they are only as good as the data you put
into them. At TrackerRMS we have paid considerable attention to the usability
of the application as we feel this is a key contributor to its population. By providing
a solution that is highly intuitive to use, delivers quick and easy insight into
your business and which forms a fundamental part of the companies process, our clients
can ensure that information is always complete and up to date.
Our team will work with you during implementation to ensure that the change in process
is understood and adopted and that users are clear as to how they replicate their
existing methods and tools in favour or TrackerRMS. This can be monitored
during the initial months of the system’s use and through usability reporting, we
can identify potential training needs or issues around adoption and make recommendations
as to how it may be addressed quickly.
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Is TrackerRMS a windows system? Answer
TrackerRMS is a browser-based ASP (Application Service Provider) application
and therefore does not need a Windows platform to run on. Internet Explorer 5.0
or greater is the recommended browser for using TrackerRMS but the principal
benefits of ‘software as a service’ is that a browser and internet connection is
all you need to access your data.
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Can you interlink branches to TrackerRMS? Answer
Yes, TrackerRMS is delivered over the web and so offices of any geography
can access the same application and information is updated instantly.
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Can TrackerRMS be interlinked to accounting systems for generation of
invoicing? Answer
Yes, TrackerRMS can produce a number of export formats for use with accounting
systems such as QuickBooks or Sage and even custom output formats can be easily
created if needed for other reporting systems.
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Would you be happy to provide me with names of companies already using TrackerRMS
so I can request testimonials? Answer
Testimonials are posted on our website and references can be provided on request.
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Can your system be easily customised? Answer
Yes, most of the terminology and look and feel aspects of TrackerRMS can
be customised to ensure quick adoption by your users and a more relevant experience
when using the tools.
TrackerRMS is also a workflow based tool and these processes and actions
can be customised to fit with the desired processes within your business.
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Are your costs clearly set out and easy to understand? Answer
Yes, licensing is on a simple per-user/per-year basis and consists of three main
components:
- AccountTracker  – All core CRM functionality
- RecruitmentTracker  – Recruitment, Staffing and Project functionality
- SupportTracker  – All ticket and issue management functionality
By being component based, clients can easily pick and choose the main areas of functionality
ensuring maximum return of investment and an uncluttered screen without functions
that users will not use.
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Is there a limit to the size of the database? Answer
No, TrackerRMS is based on a SQLServer database infrastructure and is a totally
scalable solution.
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Who owns the data stored in TrackerRMS? Answer
You do. We simply provide you with the application and the support to use it effectively.
Some clients choose to keep a regular copy of the data themselves and you can request
a full extract at any time.
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Can you link the database to a client’s website? Answer
Yes. TrackerRMS comes with ready-made components that can be integrated within
your branded website within minutes using iframe technology. Ready-made components
include:
- Candidate registration – The registration object is totally unbranded and can be
quickly embedded within your existing site to provide an instant means of acquiring
candidates with no reference to TrackerRMS
- Published jobs – The publish object is also unbranded and links directly into the
TrackerRMS application to instantly display new jobs to your clients and
candidates with links to registration or application
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Can registration link straight to the database? Answer
Yes, the registration object links directly to TrackerRMS so that new candidates
are instantly registered and can be searched against for possible postings. New
candidates who register with skills that may match a currently open job opportunity
will also be flagged for more prompt attention.
What level of training can be expected post installation? Answer
As required. Some clients who are new to CRM applications can get on with using
it straight away with little to no training at all. Clients who are replacing existing
processes sometimes require tailored training that ensures users know how existing
processes are to be followed using the new tools.
Each client has different requirements and the TrackerRMS team will tailor
its training to meet these requirements.
There is also a comprehensive online help facility containing step-by-step guides
and video tutorials.
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How will my data be backed up and how secure will it be? Answer
Your data is backed up each and every day and a copy is stored both on-site (for
quick retrieval in the event of an issue) and off site (in case there is an issue
that affects the whole site).
The data is highly secure as our data-centre provider has very stringent security
policies including:
- Access to the building is gained via multi-level Card and PIN security systems
- CCTV Monitoring is performed by multiple colour PTZ (Pan, Tilt & Zoom) cameras
around the facility. Images are simultaneously recorded and monitored by both on-site
security personnel and a remote facility. Unauthorised activity in restricted areas
can be detected via the intrusion detection system that detects movement and alerts
security. The data centre is manned 24×7 by both security personnel and technical
staff
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What kind of support can I expect from you? Answer
Every one of our users can register at the support portal via www.tracker-rms.com where they
have the instant ability to submit support tickets for issues, feature requests,
service changes or just general enquiries.
We use our own technology to manage tickets, service levels and responses to our
users and a full prioritisation and departmental alert process ensures that we are
always on top of our client’s needs.
If you would prefer to talk in person, clients can call the team on +44 (0)207 653
1133.
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How will we report a technical problem and how quickly will problems be dealt
with? Answer
Technical problems can be submitted through the support portal at www.TrackerRMS.com
or by calling +44 (0)207 653 1133 (where a ticket will be raised on your behalf).
Depending on the nature and criticality of the problem, our service levels start
at 24 hours. We constantly monitor the health of our application environments and
provide 99.9% networking uptime.
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Will I need to upgrade your software annually? Answer
No, one of the key benefits of TrackerRMS is that upgrades are seamless and
require little to no involvement from the client unless it is new functionality
that they wish to use and setup.
TrackerRMS is generally updated 2 or 3 times per year and clients are notified
well in advance of the timings and the new features and benefits it will bring.
Typically 75% or all new enhancements are driven from feature requests submitted
by our clients and users and so upgrades are well received and highly valued.
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Can I access my data remotely? Answer
Yes, if you choose to you can access your data from anywhere in the world as long
as you have a compatible browser (such as Internet Explorer 5.0 or above) and an
internet connection.
Note: All data is transferred via secure 128bit SSL (Secure Sockets Layer) technology
which is the same method used by banks and online eCommerce sites (such as Amazon
etc) and so this will need to be supported for you to access TrackerRMS information.
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Will any software have to be installed, or our computers upgraded to use
TrackerRMS? Answer
No, the core TrackerRMS application is truly web-based and requires no on-site
installation. A minimum recommended specification can be provided for the machines
used to access the services but as a general rule, if the PC is running Windows
XP then it is sufficient enough to use TrackerRMS.
There are some optional components such as the Microsoft® Outlook™ Synchronisation
Manager which can be installed on the local machine to offer useful functionality
but are not mandatory components for using TrackerRMS.
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