5 Signs That You Need To Switch Your CRM

Nobody likes change, especially when we believe there is a lot at stake.

We are so quick to change electricity providers, but when it comes to our valuable business software, we often make excuses for reasons why it is no longer working the way we want it to. 
To address those fears you first have to think about why you purchased the software in the first place. Was it to increase productivity, reduce admin or improve customer relationships?
Are you and your staff now constantly complaining about how slow the software is? Or how it's just too complicated to use? Even too expensive to run? 
These could be some of the telltale signs that you need to switch your CRM (customer relationship management) provider. 
1. Your CRM is taking more than it's giving The top dislike salespeople have for their CRM systems is that it is too time consuming... but isn't this one of the main problems we are trying to solve by having a CRM?
If your CRM is taking up more resources to run and actu…

Fortifi & Twilio: Stay Connected With Your Customers

We are pleased to announce our new and exciting integration with Twilio, designed to make customer support quick and efficient for our users. 

Twilio gives their customers amazing capabilities in communication with prospects and customers so when it came to choosing who to partner with to create an exceptional experience for our customers, Twilio was the easy choice.

Fortifi's integration with Twilio helps businesses, be them small or large, to easily accept and make calls directly from Fortifi. 

For Agents: Handle Calls With Ease
Twilio opens up a whole new world of communications for our users. 
The Fortifi and Twilio integration allows you to answer calls from wherever you are in Fortifi. Agents will see instant customer information when a call is received and whilst in your call, you can then continue to use all of Fortifi, reducing disruption and giving you complete access when needed.

Clicking on the customer call will link you through to the customer account page, giving you c…

How Can Customer Service be Monitored and Evaluated

As products in a marketplace become increasingly similar, one of the few differentiators is customer service. To excel in this area, customer service must be maintained, monitored and constantly improved.

Businesses should always be looking for way to improve the customer experience and by listening to customers through the monitoring of their interactions, companies can make better decisions and refine their services and processes.

Monitoring you customer service can help you retain customers, allow agents to improve their skills and build strong client relationships that encourage repeat business.

Customer service monitoring should be considered as a strategic process and we've listed just a few of the many ways Fortifi Support helps you do this so you can make smarter decisions in your business:


A Service Level Agreement (SLA) is an agreement between you and your customer that defines the level of service for the foreseeable future. You may have an …

How to Achieve a Unified Customer Experience with Fortifi

As a growing business, you should always be looking for ways to improve your customer experience. You can no longer get away with just providing an exceptional customer support experience post-purchase, you have to continue to meet and exceed expectations at every touchpoint, 24/7.

Potential customers interact with your brand in multiple ways, across multiple platforms. All of these touchpoints bring in vast amounts of valuable data that need to be harnessed to make them useful for your sales and marketing processes. You can use this data to gain insights into customer needs, and their behaviours when interacting with your brand.

360-Degree Customer View

Brands working towards a 360 degree customer view hold the idea that companies need to work towards a more complete view of their customers. Relationships with customers need to go beyond the transaction by utilising the data received at the different customer journey touchpoints. When utilised effectively, the 360-degree customer vie…

Helpful Automation Tools For Your Software Business

Starting and growing a business in the cut-throat software market is always challenging.

Providing the best customer experience possible by researching your target audience's needs, wants and desires whilst providing superior customer service will help your business stand out for the crowd.

You would of probably built in some automation tools into your own software to make your customers lives easier, but are you utilising automation techniques to make your own internal processes easier?

Business automation tools help create exceptional experiences throughout the entire customer lifecycle and a well run programme can help create and retain customer relationships.

Whether you are looking to automate your signups and onboarding, lead nurturing, or marketing and support communications, there a multitude of tools in software such as Fortifi that can help grow your user base faster.

How does Fortifi help your Software business?

Subscription ManagementFortifi’s intelligent subscription …

5 Time Saving Tips For Your Business

Increasing efficiency and saving money on the different technologies your business can use is one of the many challenges managers and business owners face in today's market.

Allowing your staff to be as productive as possible and cutting costs on vital software will give your business a competitive advantage of other businesses in your industry.

Using business automation techniques, software providers have been able to give their customer unprecedented levels of control over work-based processes and the generated data.

Here are just a few examples of how you can utilise new technology to save time in your business:

1. Autoresponders

Automating your marketing funnel by creating and scheduling autoresponders on built-in and custom event triggers can save you valuable time in follow ups and onboarding processes. Autoresponders allow you to plan out your messages in advance, whether it be for a seasonal holiday sale or a celebration, send the right emails at the right time.

You can se…

How an all-in-one business software can help your business become more customer-centric

In any business, no matter on size or market share, the customer is your priority. They are what keeps your company running and the importance of placing your customer at the heart of your business continues to grow.

Customers are more selective today about the brands they purchase from due the mass amount of choice they are being given. Consumers are now buying from people instead of businesses, so if one of your potential customers has a bad experience with one of your staff, they are incredibly likely to buy from someone else.

So what is customer-centricity? 

Customer centricity is doing business in a way that provides a good customer experience throughout the entire customer lifecycle, from the awareness stage through to post purchase. This positive experience provokes repeat business and customer advocacy.

One example of a company that is taking that extra step to becoming more customer centric is TD, a bank based in Canada, that uses their YouTube channel to share videos that th…