By The Numbers : Lead, Lead Tracking, Sales and Marketing Management Software


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	Frequently Asked Questions I. By The Numbers 1. What is By The Numbers? 2. Why was By The Numbers created? 3. Is By The Numbers a CRM? 4. How does By The Numbers work? 5. What if I want to download By The Numbers on my own system? 6. Why can’t I download By The Numbers on my own system? 7. What are some other benefits of using By The Numbers? 8. Does By The Numbers offer an accounting module? 9. How does your system integrate with my current accounting software? 10. Does By The Numbers integrate with other systems? 11. Can I do mass mailings / emails out of your system? 12. Is it easy to customize your system to meet my business’ specific needs? How much will it cost? 13. If I am looking for specific functionality, will By The Numbers build it? 14. How long does it take to get set up By The Numbers? 15. How long will it take my company to learn the system? 16. I don’t want all the users to see all the company data in By The Numbers. How can we avoid that? 17. What if one of my users is fired or no longer works for my company? II. PRICING 18. How do you price your system? 19. Why is By The Numbers so affordable compared to other small-business software? 20. Do you provide the names of existing users that I can contact? III. SECURITY & RELIABILITY 21. How reliable is By The Numbers? 22. What if my Internet Service Provider has connectivity problems / goes down completely? 23. What is the security advantage of going with a web-based system? 24. How secure is my data on the internet? 25. How often is my data backed up? 26. How much storage space does my company get? 27. Will my information be made available to anyone else for marketing efforts? IV. GETTING STARTED 28. What kind of computer setup do I need on my end? 29. How do I move my current data into By The Numbers? 30. How do you handle technical support and upgrades? 31. How do I schedule a demonstration? V. COMPANY INFORMATION 32. Who is By The Numbers? 33. How long has your company been in business? 34. What happens to my data if I leave By The Numbers or if By The Numbers is no longer in existence? 35. How do I contact a By The Numbers representative? I. By The Numbers 1. What is By The Numbers? By The Numbers is a lead, sales and marketing management software designed for small business by small business. Think of it as a CRM on steroids. It is different from other business software in that it includes a robust analytics system which is immediately available to you without additional programming required. For example: Think of last Sunday’s newspaper ad that you paid $10,000 to print. You will know EXACTLY how many leads, how many jobs, and how many dollars that ad got you. You will know EXACTLY the percentage of marketing costs to gross sales on that ad. You will know EXACTLY which salespeople are performing and which are not, BY THE NUMBERS, not by gut feeling. How about that budget for marketing? Once you have somewhat of a history, you can know (not think) before putting out that marketing money how many leads it will generate. Would that make marketing easier for you? Back to top> 2. Why was By The Numbers created? By The Numbers was created out of sheer frustration of not being able to find a software system that was ready upon installation and could accurately tell business owners exactly which marketing was working as well as which salespeople were effective. In order to get the numbers necessary to run the business, an awful lot of money was required for additional programming of any existing software programs. Back to top> 3. Is By The Numbers a CRM? A. No, By The Numbers is not a CRM, although it does contain a very nice CRM. In fact, we would prefer to call it A+CRM, Analytics Plus CRM. By The Numbers does what the common CRM programs do and more. It allows you and your users to keep a pulse on the minute-to-minute happenings within your business. What differs from most other CRMs is that it offers the very necessary numbers and analytics you need to manage your sales and marketing right “out-of-the-box” without extra programming required. Back to top> 4. How does By The Numbers work? By The Numbers is hosted online and is accessible through the internet. In other words, as long as you can connect to the internet, you can connect to By The Numbers. Back to top> 5. What if I want to download By The Numbers on my own system? By The Numbers is not sold as a downloadable software. Back to top> 6. Why can’t I download By The Numbers on my own system? A few reasons. First of all, as long as you have an internet connection, your data is available to you at all times and from anywhere. Second, all upgrades and enhancements are automatic for you when we can load them online. Third, if there is a problem it is easier for us to troubleshoot on our server rather than trying to go through you or your IT to determine if the issue is a software problem or a computer problem. Fourth, you will not need an IT department to keep your system running. You keep your internet running, and we’ll keep the software running. Back to top> 7. What are some other benefits of using By The Numbers? - Instant retrieval of marketing information - Instant retrieval of customer project and contact information - Instant retrieval of Salesperson lead and sales information - Your critical information is available from anywhere with a secure internet connection - Eliminates repetitive data entry - Multiple office locations are no problem, data can be viewed simultaneously by several parties - System upgrades are instantly available to you at no additional cost - Remote training available at your convenience - State-of-the-art technology at a small business price Back to top> 8. Does By The Numbers offer an accounting module? No, By The Numbers is focused on increasing the efficiency of your sales and marketing. Since there are very good accounting programs available, it did not make sense to re-create them. Rather we wanted to really focus on areas that are really needed by most small businesses, areas that will allow (when properly used) your accountants to keep counting the numbers in their own accounting systems! Back to top> 9. How does your system integrate with my current accounting software? By The Numbers has the ability to export/import certain contact and financial information to and from your accounting software through a CSV file. Back to top> 10. Does By The Numbers integrate with other systems? As it is in the world of software, integration with many systems is always on the horizon, and when we have enough requests for the same integration coming from multiple companies, we go forward with the development. At this point By The Numbers works well with Blackberry and Droid cell phones, as well as the iPhone and other smart phones. Back to top> 11. Can I do mass mailings / emails out of your system? Yes. By The Numbers allows you to search, filter and select a contact list that can be exported and used with your favorite word processing / emailing program to mail merge. Back to top> 12. Is it easy to customize your system to meet my business’ specific needs? How much will it cost? By The Numbers is somewhat flexible. All of the reports, lists, features, and system settings are included in your monthly service fee. Individual programming is offered at an hourly cost of development, but the necessary numbers and all existing program features are yours upon start of the program. Back to top> 13. If I am looking for specific functionality, will By The Numbers build it? All of the numbers that a company needs to be able to make critical decisions regarding marketing expenditures and sales people are there. However, in the event that your company needs other functionality, while By The Numbers can’t commit to building all specific functionality requested by users, new functionality is constantly being built based on the popular demand of current users. Again, users have the option of hiring By The Numbers on an hourly basis to develop company-specific report templates. Back to top> 14. How long does it take to get set up By The Numbers? That depends on your company setup and data. If we are importing data that requires a lot of cleaning, it can take several days or even a week. If your data has been completely separated into Excel fields so that we can do a clean import, we typically need only one day to set it up. Back to top> 15. How long will it take my company to learn the system? Part of the beauty of By The Numbers is its simplicity and ease of use. Depending on the background of your people using the system, it could take as short as ½ hour or as long as a couple hours. Most initial online training lasts about an hour. Back to top> 16. I don’t want all the users to see all the company data in By The Numbers. How can we avoid that? You have complete control over the data your users can access . There are restrictions that you can set so that certain users have access only to the information they need. Back to top> 17. What if one of my users is fired or no longer works for my company? You have the capabilities of going in the system and simply checking one box so that person would no longer have any access to your system. Back to top> II. PRICING 18. How do you price your system? Customers pay a modest one-time activation fee which covers database setup and two sessions of online training with a By The Numbers system trainer. Thereafter, users pay a monthly access fee which covers data backup, technical support and all functionality upgrades. Fees are set according to number of users/passwords. For further details on pricing, please contact By The Numbers at info@getbythenumbers.com. Back to top> 19. Why is By The Numbers so affordable compared to other small-business software? As a web-based application, By The Numbers eliminates most overhead costs associated with the purchase of traditional shrink-wrapped software. While we believe web-based systems are a superior technical solution, benefits are also gained by hosting many customer applications at one location under the management of a single dedicated and qualified technical team. You will no longer having to absorb the expense of do-it-yourself server hosting, third-party backup solutions, expensive on-site technical staff, and frequent software upgrades. Use By The Numbers and you also enjoy the total-cost-of-savings in the process. Back to top> 20. Do you provide the names of existing users that I can contact? The “Testimonials” page of our website includes several testimonials. We will gladly put you in contact with our referral customers after you have experienced a live demonstration of our product. Back to top> III. SECURITY & RELIABILITY 21. How reliable is By The Numbers? Our customer databases have been operating continuously since 2007. We have some long-term customers that have been with us since the days of testing the product. Back to top> 22. What if my Internet Service Provider has connectivity problems / goes down completely? By The Numbers is committed to working with you to avoid internet problems in any way possible. If you frequently experience connectivity problems with your ISP, we would suggest looking into an alternative provider or implementing a back-up connectivity plan. Internet access is required to operate By The Numbers. Back to top> 23. What is the security advantage of going with a web-based system? Our company’s focus is keeping your data safe and secure. By leaving IT operations to our well-trained professional staff, you can sleep knowing that the most qualified people in the world -- the people who built your system -- are maintaining and backing up your critical data on a daily basis. Furthermore, By The Numbers has a second back-up designed to withstand threats ranging from petty theft to national emergencies so that no matter what crisis befalls your company or region, we'll be running, and so will your business. Back to top> 24. How secure is my data on the internet? All user data is accessed via a secure (128-bit encrypted) website. Our encryption meets industry standards used by Fortune 500 banks, investment companies, etc. We monitor system performance 24 hours a day. Back to top> 25. How often is my data backed up? All user date is replicated and backed up daily in each collocation facility. Data is saved to a separate server off-site once a day for media redundancy. Back to top> 26. How much storage space does my company get? At this time, By The Numbers provides unlimited storage space per user. The fee is included in your monthly subscription. For those who have purchased the software outright, there is an annual fee to cover storage and upgrades/enhancements for your company. Please contact a By The Numbers salesperson for more details and current pricing on these features. Back to top> 27. Will my information be made available to anyone else for marketing efforts? No. By The Numbers upholds a strict privacy of information policy. We will never sell or disclose your company information to any third party. Your information is used solely for the purpose of providing our services to your company. Back to top> IV. GETTING STARTED 28. What kind of computer setup do I need on my end? All you need is a PC operating either Microsoft Internet Explorer or Mozilla Firefox browser software and a reliable internet connection. Our preferred connection is Mozilla Firefox. Although By The Numbers will work with a dial-up connection, we highly recommend using a high-speed connection (DSL or partial T1 or greater) for optimum performance. Back to top> 29. How do I move my current data into By The Numbers? By The Numbers associates work with you to electronically migrate all company, office, and business contact, sales and marketing information from your existing system into By The Numbers. Back to top> 30. How do you handle technical support and upgrades? By The Numbers is available 24 hours a day, 6 days a week (by email and telephone) to answer any questions you might have. Upgrades are free for subscription model users and come as a result of our users’ common requests. Back to top> 31. How do I schedule a demonstration? Customers can schedule a live internet demonstration with By The Numbers’s Sales Team by emailing us at info@getbythenumbers.com or calling us at 480-652-9212. Demonstrations are free and last approximately an hour. Back to top> V. COMPANY INFORMATION 32. Who is By The Numbers? By The Numbers is a technology services company that provides a web-based relational database program for small to medium-sized businesses. Contractors use our system to manage salesperson effectiveness, marketing effectiveness, job status, warranty and service issues, customer information and job history, bulk mailings, company/ personal scheduling, and product information. Data in our system is inter-linked to provide extensive searching, filtering and reporting capabilities. By The Numbers is a privately-owned company based in Scottsdale, AZ. All owners have had or currently have their own small businesses. Back to top> 33. How long has your company been in business? By The Numbers has been providing services to contractors since 2007. Our employees have a wide range of backgrounds including software design, roof contracting, home improvements, financial services, teaching/training, and customer service. Back to top> 34. What happens to my data if I leave By The Numbers or if By The Numbers is no longer in existence? In the event that you decide end your By The Numbers subscription, as long as your account is in good standing we will email your data in a CSV file to your company. Burned CDs in a CSV format are available upon request. In the event that By The Numbers is no longer in existence, we will copy the system as it is to your system and give you all your data. If you wish to transfer to another system, we will give you your information in a CSV file. Back to top> 35. How do I contact a By The Numbers representative? We can be reached 24 hours a day, 6 days a week at 1-480-652-9212 or by email at info@getbythenumbers.com. Back to top>