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The latest news and insights from the HarmonyPSA team

Amazing Integrations #2 : Using Zapier to integrate Harmony with Unbounce and Mailchimp to produce a seamless process to capture, nurture and convert leads

Welcome back to our series of blogs highlighting integrations with HarmonyPSA that will help streamline your workflow and boost team productivity.

In Amazing Integrations #2 I'll be taking a look at how you can use third party integration tool, Zapier, to integrate Harmony with Unbounce and MailChimp to produce a seamless process to capture, nurture and convert leads.

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What do you need from your customer portal?

Today's customers want, and expect, to be able to interact with you on their own terms.  As consumers we are all used to helping ourselves to find the information we need, when and where we need it. Customer Portals are no longer a cost cutting tool purchased just with an eye to saving money on customer service, they are now an essential part of your customer services experience, with a wider range of benefits designed to meet, and in some cases, exceed, higher expectations from your customers.So, what do you need from your customer portal? It's easiest to think of it in terms of what you would like to achieve as well as what your customers expect.

Get paid faster – customers can pick up account statements and view and download invoices straight from the portal.

Get orders signed off faster - customers can approve orders on-line and view past on-line approvals.

Provide better customer service – customers can raise and monitor support tickets through the ticketing area.

Exploit marketing and selling opportunities - you can publish customer specific content on your customers' portal welcome page in order to highlight offers and promotions specific to certain customers.

Reduce administration costs –  customers raise tickets and monitor progress on-line leaving less pressure on your customer service reps to take calls and create tickets.

Increase social engagement -  include your twitter feed in the login screen.

We'd be happy to show you round the HarmonyPSA customer portal. With Harmony's easy-to-use editing tools you can customise the customer portal, adding text and your company logo. And we have been working on making the portal even more flexible, allowing users to override the existing styles in Harmony so you can have even more control over the look and feel of the pages. Get in touch if you'd like a demo.

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The Internet of Things is finding its way onto MSPs' agendas for 2016

The Internet of Things is finding its way onto MSPs' agendas for 2016.  At the CompTIA EMEA Conference in London earlier this week Andy Dow, HP Enterprise Business Unit & Group Marketing Director talked about the opportunities that the Internet of Things (or IoT) presents to MSPs and what businesses need to do to position themselves to take advantage of the changes that are coming.

For MSPs who depend upon selling and supporting infrastructure for their livelihood, and who will be most negatively impacted by the growth of cloud platform services, the Internet of Things offers a real opportunity for growth.  Gartner forecast that by 2020 there will be a $309 billion incremental opportunity for IoT suppliers, mostly in services. And by 2020 it is reported that there will be 50 billion connected devices.  For MSP’s, this means more clients with IP connected devices as more and more businesses looking to use the Internet to connect and control different devices to monitor performance, control processes, and secure property, people and information.

As consumer IoT technologies are gaining ground, homes fitted with smart thermostats, increased usage of personal fitness trackers, internet-linked home entertainment systems, so too is use of business applications, connecting devices, vehicles and machinery to turn pockets of technology into networks, driving automation and data collection and analysis.

IoT technology can be employed to cover a wide range of functions, from industry specific applications to uses in utilities and premises security, for example, reconfirming doors and windows are locked, alarms set and movement within specific areas results in alarms being sent to law enforcement.

Companies operating fleets of vehicles can leverage IoT technology to monitor the current condition of each vehicle, perform vehicle diagnostics, alert when vehicles are outside their specified service area and much more.

Smart meters can give companies more control over consumption of electricity and other utility services.

Application in healthcare looks like it will be huge, monitoring patients and administering medicine as required. According to marketresearch.com healthcare IoT market is poised to hit $117 billion by 2020.

IoT factory automation, robotics, supply chain management, sensor monitoring of product movement with real-time analytics and many other techniques can all contribute powerfully a business’ bottom line.

So, the opportunities are definitely there for MSPs to take up, but to make this happen you’ll need to consider the following:

  • Keep a constant eye out for opportunities for your customers to leverage the IoT to increase efficiencies, keep up-to-date with the offerings in the market place that you could sell onto your client base
  • Be ready to deal with the big data and security issues that are associated with large scale data collection and analysis in the cloud
  • Set up your internal infrastructure to support IoT services. You will need the right internal billing infrastructure in place in order to handle to complexities of billing that IoT brings.  A system that can handle recurring revenue billing based on consumption or volume-based charges.

For more information on how to set up your billing infrastructure to prepare to take advantage of IoT growth opportunities get in touch.

 

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Release Notes 1.51

Hi All,

Release 1.51 has started rolling out to your instances. There are no major new features in this release but several updates to existing functionality designed to improve the user experience.

  • Drag and drop file uploads
  • Multi-select custom fields
  • Sub-totalling function on quotes
  • In-line quote editing
  • News feed functionality
  • All dashboards available in all views
  • Auto population of probability on opportunities
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Amazing Integrations #1 : Trigger SMS Alerts from Harmony using Zapier

Welcome to our new series of blogs highlighting integrations with HarmonyPSA that will help streamline your workflow and boost team productivity.

We all suffer from information overload, with so much going on and so much information available its sometimes hard to keep an eye on what really matters.

So, what if you were able to set up SMS text alerts to come to your phone every time something happens in the business that you need to know about?

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