The Blog Of AJ Clarke

Open Source CRM Helps Long Term Care Insurance agency

There was a Long Term Care Insurance agency from Austin, Texas who came to us last year with a contact management problem. They had leads coming in from their websites and a very poor contact management system in place that was losing leads as they came in. When they reached out to us we said we could help but that we needed to learn more about their business.

I knew nothing about what Long Term Care Insurance was so the owner of the site gave me the run down and said just think back to your grandparents and asked if either of them were in a nursing home. They told me that about 75% of an average person’s life savings is spent in the last three years of life as medical bills drain savings. Long Term Care Insurance would pay those bills and protect a person’s savings like IRS’s, CD’s, Mutual Funds, their home and stocks. One we had a grasp on what exactly their company did we then began to craft a software solution customized to their needs of simple and easy data management. The company was a called and they had some older people working with them. This age range of 50 years old plus was causing issues with their current CRM system called Microsoft Dynamics. The MSFT Dynamics platform was complicated and challenging for their workers to easily use so they found us.

We hand crafted a CRM software solution that ended up being as simple to use as an iPhone. Many of their workers used iPhones and did so on the road so having a CRM that could easily be accessed in the field really help drive sales. Fast forward to today they have now doubled sales and the owner said it was mostly due to the CRM because they could simply call and followup their clients quickly.

A Guide to “Open Source Software”

A Guide to “Open Source Software”

What is “Open Source Software”? As the name suggests, Open Source Software is computer software that has it source code made open and available. To get this software, one must have a license in which the original copyright holder of the software gives you the rights to study the software, modify or change it and even distribute it to anyone and for any reason. These softwares are normally developed in a collective manner, together. It is more like user-generated content that is readily available for use for everyone.

The Open Source Softwares are made by many people together and distributed to others under a licensed agreement. It is due to this very reason that this model of software production is extremely profitable from a monetary point of view. Not only that, you get the best of skills and expertise of different people who work on this software. This ensures that the best of efforts are put into creating the software and the scope of creation, design and development becomes really wide. Especially if one compares it to how much one software development company could afford to do alone and sustain alone. It is no surprise that there was a report released by the Standish Group in 2008 which said that due to the adoption of the Open Source Software model, there has been a saving of around $60 billion per year to consumers.

There are several advantages of following the Open Source Software model.

1) The Open Source Software model achieves greater and more penetration into the market. The firms that are offering this open source software are easily able to establish an extremely superior industry standard which tends to give them an advantage over their competitors.

2) Open Source Softwares helps in building loyalty as there are multiple developers who are involved in it. Each of them feels a sense of pride and ownership when it comes to the product.

3) Open Source Software ensures that the companies are kept up to date with
the developments in the world of technology. It also aids in the promotion of the image of a company.

4) The Open Source Software model ensures that companies are able to produce high quality software which is reliable, for a relatively low expenditure.

5) There is no trademark mechanism for the Open Source Software model. Due to this, there is scope for more innovation and also the technology used can be as flexible as the developers like. This also results in the software becoming more foolproof and reliable as in a typical set up, there are hundreds of independent developers and programmers who are working on the Open source software, are testing it for glitches, fixing the same etc. This in turn gives space for building of custom interfaces, addition of newer functions and makes the whole set up extremely innovative as there is a mix of the expertise, ambitions, corporate objectives as well as the sheer interest of multiple people involved here.

6) As the software is free, it can be developed without thinking about the pressure of commercials, which very often ends up as the main reason in the decrease in the software quality.

More and more companies are realising the value of this model and hence are encouraging workers to participate in the same. There are also activities like crowd-funding etc that have been started in order to lend further support to this model.

One thing is for sure – The Open Source Software model is here to stay and has an extremely bright future!