lodestar.htccleaning.comLodestar - Business Process Management

Product Tour Browse Customer Relationship Management Business Process Management Adherence to Policies and Procedures Operational Transparency Automated Accounting Intuitive User Interface Powerful Reporting Prospect Lifecycle Management System Generated Documents Paperless Document Management Partners Syzygy Data Center Lodestar Lodestar guides employees through the steps to get their job done, supported by a comprehensive customer management system. Lodestar will Optimize your Processes Structure your Data Automate your Workload Reduce your Overhead Costs Increase your Revenue Customer Relationship Management Lodestar properly links the interaction of entities in your business, organizing their information and relationships. Viewing an entity provides you with an informative summary, and every entity includes basic sections such as Comments, Detailed Information, Call History, and Current Tasks. Specific features include Accounts Unlimited Contact Entries Inspection Results Custom Account Settings Complaint Resolution Franchisees Financing Tracker Offer History Inspection Breakdown Prospects Appointment Tracking and Scheduling Detailed Interaction History Lodestar has a proven record of increasing sales by maintaining a steady follow-up relationship with prospects Employees Task Tracking and Management Event Calendar Lodestar Permissions Ensure that your employees are only seeing the information they need to do their job Offices Inspection Assignment Map BAR Report, Franchisee Statements, and Account Invoices Custom Office Settings Business Process Management BPM allows you to Identify how your business works, capturing the flow of information and effort Define your processes in dynamic, rules based process trees Refine with explicit improvements over time, for permanent gains in efficiency and revenue Eliminate Busywork By automating trivial, but time-consuming tasks, Lodestar handles the details so you can focus on the big issues. Automatic scheduling of inspections and customer service calls Automatic event notification emails to accounts and franchisees Background calculations Forget to call back that promising prospect six months later? Lodestar didn’t. Adherence to Policies and Procedures Ensure Best Practices Gather Proper Documentation Enforce Legal Requirements Custom Tailored to Your Company Operational Transparency Nothing gets lost in the shuffle Those faxes that never arrived when people said they did, the stack of inspections that were not taken care of, the mental note that was forgotten a day later. As a consolidated repository of every activity, document, and person involved in your business, nothing slips through the cracks with Lodestar. Detailed Activity Histories Lodestar’s detailed histories of activity keep you up to date on what’s happening in your office, and allows for an easy reference of the past. It can help you answer What is happening in your office Where employees are at in their duties Why an account is in jeopardy Timeline High-level timelines give a broader view of the history of an account or franchisees, listing when and why major processes have occured. Automated Accounting Quickbooks Integration Always on No exporting necessary, direct data transfer Consistency of entries No human input errors Franchisee Statements and Checks Automatic generation of franchisee statements and checks saves time and hassle. Invoicing Financing Oversight An interactive financing panel on franchisees allows you to monitor and edit their outstanding financing and financing history Intuitive User Interface No Refreshing Lodestar utilizes AJAX, a popular approach that eliminates page refreshes, providing seamless interaction with surprising speed. Logical Layout Information is organized with a common sense approach in mind. It’s easy for users to find what they need even if they aren’t experts. This logical approach results in reduced training times and a clear comprehension of business practices by employees. Rich Interaction Click-to-edit fields Text autocompletion Easy date selectors Informative popups Dynamic Maps View your office, accounts, and franchisees on an interactive map, with toggle-able groups and quick information tooltips! Powerful Reporting Easy to use Quick selectors and smart defaults help you view the relevant data quickly, without feeling like you’re having to construct a report on your own Easy to reference Keep reports open to reference while using other portions of Lodestar! Exportable to every major format PDF, HTML, Excel spreadsheet, Word document, CSV, XML, and even Open Office! Prospect Lifecycle Management From prospect to customer, back to prospect, Lodestar tracks it all. Upload lead lists from multiple sources, and watch their progress from a phone number to an account! Structured Telemarketing Automatic feeding of prospects for high efficiency Call volume and outcome tracking Public and private prospect categories Pipeline Transfer Need to transfer one employee’s prospects to another? Do it with one click. Concise History Lodestar presents a full history of interaction with the target prospect, so you’ll be prepared System Generated Documents Templated Documents Save time and energy with Lodestar’s templated documents. Simply click the document to generate and Lodestar fills it in with all of the proper information, ready to print. The only missing piece is a signature. Customizable by Office Lodestar’s default templates not quite what you need? No problem! Localized Templates Foreign language support allows you to generate documents for franchisees or accounts in their preferred language! No Human Error Lodestar’s generated documents contain no spelling or punctuation errors, and its handwriting is always legible. Paperless Document Management Environmentally Friendly It’s simple, less paper means less trees. Organized and Associated Documents are available on their relevant page, an entity’s document page displays all of their associated documents, so you can easily find the one you’re looking for. Nothing Lost Nothing to file, misplace, or lose to an unfortunate spill! Access Anywhere, Anytime As a web application, Lodestar allows you to access documents from anywhere with an internet connection! Permissioned Access Sometimes documents contain confidential information, control visibility with Lodestar Document Approval All submitted documents go through an approval step before being accepted, so you can be confident that you are obtaining the proper, legally binding documents. Partners Listen360 Lodestar is proud to have partnered with Listen360 in providing a hassle-free method of utilizing their surveys and referral system. Customer Satisfaction Surveys Seamless Integration with Lodestar No Exporting Necessary Automatic Data Exchange Visit Listen360 Syzygy Syzygy is a Jacksonville, FL based software development company with focus in business process management. Syzygy develops custom software for companies, identifying their business processes, optimizing those processes, and implementing a workflow based customer relationship management system. In less technical terms, Syzygy helps businesses capture the steps they take to complete their job, become more efficient at those steps, and assist in decision making. This allows ongoing refinement and optimization of their processes, all while increasing profitability and relationships with customers. Data Center Syzygy’s servers are located in a SAS 70 Type II and ISO 9000:2001 certified data center in Houston, TX. Allowing us to provide you with a highly available fully redundant web based office solution. Listed below are some key features of the data center. Our secure data centers are monitored 24x7 to ensure your servers are always safe We feature N+2 redundant data center HVAC (heating, ventilation, air conditioning) systems Advanced fire suppression systems ensure any fires are localized Fully redundant network architecture with no single...