CRM System Development

Background: Customer Relationship Management systems, or CRM systems, are applications that allow you to store, organize, and manage a company’s interactions with current and potential customers. They use data analysis to focus on customer retention, and ultimately inducing sales growth, to improve business relationships with customers. CRM System Development

Problem: A company noticed a downward trend of interaction with clients dating as far as 8 months back. With them choice of “playing it safe” and letting them go, or becoming more aggressive with their sales strategy, they chose the latter and reached out to Eixsys for a consult.

Solution: Eixsys developed a Microsoft Dynamics CRM system to alleviate these issues. CRM software deploys technology to organize, automate, and synchronize all aspects of business, like sales, marketing, and customer service. This allowed them to gather any relevant information on a client in one place and allowed collaboration between employees as it’s cloud-based.

Result: A CRM system means less time for administration and more time for everything else, like meeting prospects or following up on meetings. The CRM set reminders to follow up on clients and tracked all customer communication systematically, along with problems and solutions. This increases the efficiency of the business, retaining existing customers and inducting new ones. The CRM system helped yield an increase in revenue and customer satisfaction.

Being “Investor of the Year” What Does It Mean To Me?

Often I meet people who see investors as individuals who put money in a business/idea and make profit. To me, an investor is an individual who commits to a cause with both money and time. The cause can be building family ties, a community project, business, etc. Further, a successful investor is loyal and dedicated to his work. Allow me to elaborate.

First, for an investor, making profit is not the only scenario; return on investment can also be a loss. Second, let’s think about the story of a young boy who asked his father, “Dad, how much money do you make in an hour?”. The father replied, “$40”. So the son ran to his room and came back with a wad of crumpled bills in his hands. After counting and handing the money to his father the son said, “Dad, can I please buy an hour of your time?”. The moral of the story here is that successful investment in any endeavor requires commitment with both money and time in a harmonious balance.

This brings me to my final point, as an entrepreneur, the importance of loyalty and dedication when it comes to a client’s project. “In my clients’ success is my success” has been my mantra for the past 6 years as the CEO of EIX Systems. I’m committed to my clients’ success and as a result I continue to receive positive reaction from my clients and I have seen a constant growth in my business over the years.

In conclusion, in my point of view each one of us is an investor. We are all investing our money, time, and ourselves in something. If its success we are looking for in our undertaking then we have to keep in mind that we have to be more than just financially invested in our cause. Time, devotion, and loyalty in addition to money are an integral part of successful investment.

Thank you #RoundRockChamber for recognizing and presenting me with the 2016 Investor of the Year Award!

Once again, I switched my Health Insurance company

Yes, I switched, but I will continue to search for a member centric health insurance company where all members are offered access to medical staff regardles#s of the risk pool they belong in. I am not a high-risk member with a pre-existing medical condition, because those members are the only one’s whom are assigned a medical management personnel with direct access, as a strategy to reduce medical loss ratio. I am from the healthy pool who contributes to balance the account, but I do get sick and need access to information anytime around the clock at my fingertips. Today mobile based technology is utilized commonly in banks, social media, communication, travel and many other industries. Why not in the health insurance industry?

If high risk members have access to medical management, then why can’t I have access to providers via mobile based telemedicine as part of my benefits? When needed, I should be able to search for urgent care clinics in my area who accept my insurance. I should be able to search in real-time for the medications covered under my plan so I can consult with the doctor to possibly switch prescription while I am in the office. Based on my benefit plan, I should be able to see what is the approximate cost of my doctor’s visit while I am in the office and not after a month when I receive a bill. As a member, I would further like to see and track authorization/referral status to save hectic phones calls between doctor’s offices.

Finally, my medical information is scattered between hospitals, doctors, labs, pharmacy and other providers and their systems can’t talk to each other, the interoperability issue. Health Insurance Portability & Accountability Act (HIPAA) has restricted covered entities to share my medical information, without the medical release form signed by me. If an insurance company can allow me to view, download and share my own medical information on my own terms then what’s wrong with that?

As health insurers are working towards reducing medical loss ratio, I am also interested in saving not just out-of-pocket expenses because my monthly premiums are already too high, but time as well. I will continue my search or work with a health plan and make them member centric as my 2017 goal.

LikeOnce again, I switched my Health Insurance company