iEnterprises - CRM with intelligence


Webinar: “Integrating Salesforce.com with your Gmail!”

You are invited to a free Webinar: “Integrating Salesforce.com with your Gmail!”

During this webinar hosted by iEnterprises CEO, John Carini, you will learn how the Gmail Connector works with Salesforce.com and how easy it is to use.

When: November 1, 2016 (1:00-1:30 PM EDT)

iEnterprise Gmail Connector – The Salesforce.com Gmail Connector Tool: 

Integrate your Gmail and Salesforce CRM in one easy step with nothing to install other than an extension for your Chrome Browser.  The Mail Connector developed by iEnterprises is an easy to use tool that allows you to instantly synchronize your Gmail messages to your Salesforce.com system.  With the Gmail Connector you can allow your staff to focus on the job and not the administration, so your workforce can be at it’s most productive!  Your emails can be organized and associated with Contacts, Leads or any CRM object giving you all the information you need at the click of a button.

Click here to register for the webinar and start a free trial: Registration

Webinar: Lotus Notes Email and CRM Integration!

Please join us for a 1 hour webinar hosted by iEnterprise CEO, John Carini to learn how our Lotus Notes Connector can help you and your sales team to increase sales, communication and efficiency among your organization by seamlessly integrating with your CRM. John will do a full presentation followed by an online demonstration of the Lotus Notes Connector.

When: October 26, 2016 from 10:00 – 11:00 AM EDT

Integrate your CRM* and Lotus Notes in one easy step with nothing to install other than a ‘plugin’ for your Lotus Notes client. The Lotus Notes Connector for CRM* developed by iEnterprises is an easy to use tool that allows you to instantly synchronize your Lotus Notes email, calendar, ToDos and PAB to and from your CRM*.

The Lotus Notes Connector does everything you need to facilitate seamless integration between Lotus Notes and your CRM* and can be quickly implemented via a wizard-driven installer.

*CRMs included: Salesforce.com, Microsoft CRM, Oracle Sales Cloud, Oracle CRM on Demand & Siebel CRM.

Register Here

For more information about the Lotus Notes Connector or to download our free 30 day trial, visit our website at www.ienterprises.com
We look forward to seeing you at our webinar.
Best Regards,
The iEnterprises Team

 

You are invited to the iEnterprise CRM for recurring revenue webinar!

Please join us to learn how iEnterprise CRM for Recurring revenue can help your SAAS or recurring revenue business succeed!  During this webinar, iEnterprises‘ CEO, John Carini will present our iEnterprise CRM and highlight how it can make companies like yours more successful!

When: October 12, 2016 1:00 – 2:00 PM EDT

iEnterprise CRM for Recurring Revenue is a cloud based solution that is built specifically for recurring revenue / SaaS organizations to manage customers and the recurring revenue generated by them. It provides all aspects of a traditional CRM including, accounts, contacts, pipeline, issue tracking, campaigns, workflow, reporting, Gmail or Outlook Email integration and more! It provides a recurring revenue quoting as well as subscription tracking to automate the running of your SaaS business. The solution is ideal for software companies or any company that generates recurring revenue. Unlike Salesforce.com and other products iEnterprise CRM provides everything you need to run your recurring revenue business without installing third party plugins, at a fair and affordable price.

Register for the Webinar today!

 

Webinar:”Don’t let a social media disaster happen to you!”

Please join us for a FREE 30 minute Webinar: “Don’t let a social media disaster happen to you!” -hosted by Social Smart CEO, John Carini

Click Here to Register Free Now: Social Smart Webinar Registration

When: February 23, 2016 from 11:30 AM to 12:00 PM EST

Social Media has risks: Recent Social Media Disaster: Facebook Firestorm Burns Credit Union

  • Are your employees already on social media?
  • Do they have personal Facebook, LinkedIn or Twitter profiles?
  • Do they post anything?
  • Do you moderate?
  • Do you archive?
  • Do you think it can happen to you?

Each participant will receive a FREE “Social Media Policies and Procedures Template Document” to facilitate the implementation of social media within your organization in a low risk compliant manner.  This document in conjunction with a software based solution such as Social Smart is crucial for any highly regulated industry such as Financial Services. This document was created to protect your organization and developed by Social Smart’s Legal Counsel.

Click Here to Register Free Now: Social Smart Webinar Registration

Social Smart has been recognized by IBM for innovative social media products in the workplace winning prestigious IBM Beacon Awards and recognition in 2013, 2014 and 2015.

While social media continues to be a crucial component of a successful digital strategy, very few banks and financial institutions are able to implement an enterprise solution to optimize social channels and effectively address all the firms’ social media requirements. Building and maintaining relationships, one of the pillars of success for financial institutions, makes meaningful social media engagements essential for servicing customers, growing business and staying competitive. A new, innovative social media management platform designed specifically for the financial services industry, Social Smart enables firms to expand their reach and engage in real-time, two-way client interactions through social media while staying compliant and adhering to the firm’s brand guidelines. Beyond compliance, Social Smart helps firms turn social media into business intelligence. This powerful flexible cloud-based software can be effectively used “out of the box” or easily customized to meet firms’ unique corporate needs. Social Smart helps firms to exponentially expand their reach and provides a robust platform for distributing approved customer service and thought leadership marketing.

Social Smart featured in New Jersey Tech Weekly!

NEW JERSEY TECH WEEKLY

Photo: John Carini, CEO of Social Smart Photo Credit: Courtesy Social Smart

John Carini, CEO of Social Smart | Courtesy Social Smart

When John Carini and Joe Luzi saw the tide of social media revolutionize the way people communicated with each other, they recognized that social media would also change the way businesses talked to their customers and employees. And while many businesses, such as consumer goods manufacturers, could easily adopt social media for their marketing, many others, such as those in the financial and healthcare industries, couldn’t do so because these industries were subject to strict regulation.

The two founders decided to create a company that would produce a social media platform to address these compliance issues. Social Smart (Chatham) is a social media and archiving platform that allows companies in finance and healthcare to engage with and leverage social media in a regulation-compliant fashion specifically designed to conform to each company’s policies.

Social Smart enables these firms to expand their reach and engage in real-time, two-way client interactions while staying compliant and adhering to each firm’s brand guidelines. Beyond compliance, Social Smart helps firms turn social media into business intelligence.

The company is now part of FinTech Studios, a New York City-based company that partners with software startups and has a curated an online marketplace focused on the $4 trillion financial services market.

Basic Info:

Company name: iEnterprises, Holdings, LLC.

When did you launch the company?Founded with Joe Luzi summer of 2013.

Product name: Social Smart.

CEO: John Carini.

New Jersey location: Chatham.

Team: Joe Luzi, cofounder and COO.

Any employees yet? 2 or 3 in the U.S. and a development team in India.

Funding: Social Smart is bootstrapped. “Both Joe and I were fortunate enough to be successful in prior companies and have exits. Joe was with Advanced Health Media and I was with a customer relationship management (CRM) product that iEnterprises (an umbrella entity Carini owns) sold to SugarCRM. We decided together that we would start Social Smart to solve a problem, and we funded it ourselves from our prior successes. So far, it is completely self-funded, apart from the fact that we now have several paying customers. We are part of an organization in New York City  called ‘FinTech Studios.’  We have taken small amount of funding from them. We are open to funding if we think there is a partner that can help us, not only monetarily, but in other ways.”

Market you are serving: Social Smart serves the fintech and healthcare marketplaces.

Entrepreneurial questions:

1.     What is your New Jersey connection? What brought you to New Jersey, and do you plan to stay here? I born in New York and I came to New Jersey for a business opportunity. It’s been a great place for family and business opportunities so far. I plan to stay for a long time to come.

2.     What problem are you solving? As you know, social media is a very important marketing medium. It’s really becoming the primary way, especially on a local level, to reach people. A lot of traditional media and traditional marketing doesn’t really work anymore. Something like 65 percent of the time spent on the Internet is actually spent on social media. So it’s an important marketing medium. The problem is that many companies, especially highly regulated companies, can’t engage with social media for various reasons. One of them is regulatory compliance. So the problem we solve is that we allow regulated companies to engage with social media in a meaningful way, regardless of their compliance issues. We also allow them to do more and better things with social media once they are on.

3.     Why can you address this problem better than anyone else? Joe and I have extensive experience in enterprise software, as well as experience with regulated companies. We saw the problem and we think we have the deep expertise that enables us to allow our customers to leverage social media. We have already done that, and several of our customers have seen tremendous success from our products.  We have companies like Our Best Bank and USA Financial using the service.

4.     How did you come up with your startup name? Really, that’s what our customers are. They are smart about social. So that’s why they came to us, and that’s why we chose the name “Social Smart.”

5.     What was the biggest mistake you’ve made so far in your entrepreneurial journey, and what did you learn from it? There have been a lot of mistakes. I would argue that mistakes are really a good thing, assuming you learn from them. I guess the biggest mistake I made in a past company was not being open to an exit earlier. When I first started the company I didn’t think I wanted an exit. It was my baby. But later on, I realized that exiting was important and that you actually enjoy starting another company.

6.     When was the last time you thought about quitting your startup and going back to corporate life, or doing something else? What got you to stay? There definitely were places along the way where, if I had the chance to go back and do it all over again, I wouldn’t have done it. Maybe we had a really bad day, and I ask ‘why do I do this? Why don’t I just have a job, and get paid every week, and be able to put work behind me when I get home?’ That said, it’s rare that I felt that way, and right now I definitely don’t feel that way. The one thing I’m really thankful for is the flexibility that being an entrepreneur has afforded me. Except for the customer, I basically get to call the shots in my personal life as well as in my business life.

7.     If you could go back in time, what would you do differently? I would have been open to an exit sooner. When I first started my first business, I was very green. I just had an idea that I could do something better. It was really my wife that challenged me to do it. We were out at a restaurant, and I said I could do this CRM thing better because it needs to be executed better and integrated with how you work every single day. She asked, ‘Why don’t you go and do it, instead of coming up with these ideas and not executing them?’ I took that to heart and I actually built and executed my first software product in my basement. (In New Jersey, we build them in the basement. In Silicon Valley it’s the garage.) And I did exit successfully, but my biggest mistake was not being open to that exit before. I am now more open to an exit earlier on in a company’s life. I had an opportunity for an exit earlier in the CRM company. I think these opportunities typically come from partnerships. You just have to take them a certain way to get to that point. Some of those exits are more like partnerships that go beyond the existence of the company entity, if you will. I had an opportunity like that with SugarCRM that I did take, and it worked out very well for both companies. They bought some intellectual property, and because of it, together we were able to take the product to places it hadn’t been before.

8.     What’s the best place to find founders to network with? I do think the Meetup scene is something rather new that is providing fantastic places to network. I am one of the founders of the Morris Tech Meetup, and I discovered that there are interesting people to network with right in my own backyard. You used to have to go to Silicon Valley to find like-minded people, but they are really right here, and the Morris Meetup is a big piece of that.

9.     What does your family think about you being an entrepreneur? My kids definitely think it’s cool. Sometimes they are a little perplexed at what I really do. But I think they are appreciative of the flexibility I do have, the ability to attend family events and really be there, whether coaching their games or going to soccer games in the middle of nowhere. As for my wife, ever since she called me out she has been incredibly supportive. I think she enjoys being part of an entrepreneurial family. She’s given me great advice and actually has been involved in many of my companies in a direct manner. She has a financial background, and that has been very helpful in many ways throughout the journey.

10.  What has helped you the most to achieve your current success? I think it is optimism and being able to find a way to solve any problem. There is always a way to solve a problem. But you can’t do this alone. You need expertise and background in order to do so, and the right people in the organization.

Contact sales@ienterprises.com to learn more about how our software can help you.

 

 

Establishing A Digital Presence: Software Can Help Your Firm Enforce Policies and Procedures

In regulated industries, there are policies and procedures in many, if not all, areas and departments that are put in place to protect the firm and its constituents. To ensure that the rules and regulations set forth by the governing bodies are followed, it’s important to extend your firm’s policies and procedures to social media. This will allow your company to compete in this ever advancing technologically social world and take advantage of the exponential reach of social media.

One of the key components in complying with regulations should include employee training. This will ensure that your policies and procedures are well-communicated and understood.  All employees need to be aware of the do’s and dont’s when posting on Twitter, Facebook, LinkedIn, or any other social media platform.

Employee training in regulated industries

While there’s no denying that employee training is important in regulated industries, how your firm decides to proceed with training can be very difficult and can have varying outcomes and results. Some individually train employees, instructing them on the correct usage of social media, and hope that they will follow these rules without guidance and will do so without making mistakes. But of course, that’s a lot to ask of both the management team and your company’s employees.

You may ask: is restricting social media interactions entirely an option? As one can imagine, restricting social media use can have adverse effects. Not only is the company’s online reach and accessibility limited, but it’s also equally, if not more difficult, to monitor the posts being sent out despite the limitations-as we all know, people will continue to use social media, rules or not.

Leverage a technology platform

The best option to ensure that your firm is establishing a strong online presence while complying with the regulatory agencies’ guidelines is to train employees and leverage a technology platform to govern the rules. To manage these regulatory concerns it would be helpful to have an automated system that can monitor posts outgoing from the company as well as third-party content that is posted on any of the brand’s social media pages.

Use software to ease compliant worries and eliminate manual monitoring

Software, like Social Smart, does exactly that. By allowing a firm’s management team to outline their policies and procedures and letting the program do the rest, Social Smart works with companies on an individual basis to ensure social media compliance. With Social Smart’s own platform, brands and their employees are able to post on multiple accounts on Twitter, Facebook, and LinkedIn, without fear of non-compliant online communication thanks to a built in program that can catch any “blacklisted” words or phrases and prevent the post from going live. The approval of these posts can be done both automatically and/or manually, whichever is more convenient for your brand. Social Smart also allows the user to edit the unapproved post for re-approval which ensures that the otherwise useful content is shared. With Social Smart, your firm can establish a strong online presence and remain compliant effectively and efficiently. Gone are the days of manual monitoring and hours of employee training.

Contact sales@ienterprises.com to learn more about how our software can help you.

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