ServiceCEO Monthly Newsletter
More News Tips Special Promotions
April 2006
 


In this issue:

Pool Service Company Turns to ServiceCEO
Customer Satisfaction Surveys Are In

New Training Class Available
Tips:
Integration to Microsoft Streets & Trips / E-mail Merges
Promotions: Customer Success Stories


 
  --------------------------------------------------------  
  Pool Service Company Turns to ServiceCEO for Increased Efficiency

When Jerry Houseman (pictured second from the right) started up his own pool service business back in the late 80s, he didn't anticipate how much work it would take to successfully manage the day-to-day Leisure Time Pooloperations of his business.

Jerry quickly realized that in order to grow the company and continue to provide the level of customer service he wanted, the company had to leverage technology to better manage the business.

At first, Leisure Time felt that it could run its business utilizing three different software programs, none of which were able to communicate with one another.

Growing more and more frustrated with the programs, Jerry and the rest of his team knew there had to be a more efficient business management solution available to run their business ... and that's when the company turned to ServicCEO!

Find out more. Read Leisure Time's Success Story.
Learn about our Customer Success Story Program.

Back to Top

 
   
More News
 
Customer Satisfaction Surveys Are In
 
 

Thanks to all of you who participated in our Customer Satisfaction survey.  We got some valuable information about what aspects of our training and support program are working well and what aspects need some improvement.

Based on your feedback, in April we are launching a new Assured Success program.  The goal of this program is to make sure that we are doing everything we can to help our customers get up and running and enjoying the benefits of ServiceCEO as quickly as possible.

Under the program, we will check in with our new customers to find out how their training and implementation is going and to offer some suggestions and additional assistance for any customers who are not progressing as fast as they would like.

In addition, we will be looking at ways to improve our training and our printed documentation.  If anyone has any comments or suggestions that they would like to share, please contact Anthony Nygren by e-mail (anygren@insightdirect.com) or phone (800-471-4200 ext. 284).

... and the survey prize drawing winner is ...

Chad FoustChad Foust of Foust, LLC, a carpet cleaning business in McKinney, Texas.  For his prize, Chad chose an iPod nano and says "it is awesome!"

Congratulations Chad!

In March, Chad and his company marked the beginning of their third year as a member of the ServiceCEO family. 

Keep reading the newsletter for announcements of future surveys and more chances to win a prize!

Back to Top

--------------------------------------------------------

New Training Class Available

StartingRIGHT

Based on the feedback from the customer survey, we are adding, as part of our Assured Success program, a StartingRIGHT class to our lineup of 17 training classes per week. The StartingRIGHT class will focus on introducing new customers to the Member Center and all the resources they will need to get started with training and getting ready to use ServiceCEO. The class will be offered every weekday at different times of day so that everyone should be able to find a day and time that’s convenient for them. 

If you have not had an introduction to the Member Center we encourage you to attend the class regardless of whether you or your company purchased ServiceCEO a while ago. Dates and times for the classes will be posted on our online Class Schedule next week.

To register for a class, c lick on the most convenient day and time below (all times EST).

Monday: 11:00 am
Tuesday: 5:00 pm
Wednesday: 3:00 pm
Thursday: 1:00 pm
Friday: 9:00 am

Learn how to attend a class.

Back to Top

 
 
Tips


ServiceCEO Tips of the Month

Integration With Microsoft Streets & Trips 2006 Microsoft Streets & Trips

For those of you who are having mapping and/or scheduling problems due to addresses that are not located in Microsoft MapPoint, you can easily integrate ServiceCEO with Microsoft's Streets & Trips 2006.

For details, see the last posting on this topic in the
Outdated Maps in MapPoint Discussion Board topic.

Back to Top

--------------------------------------------------------

Easy Mail Merges for E-mail Campaigns Email Merge

Did you know that you can use ServiceCEO's Mail Merge feature to send e-mails to customers?


For complete instructions, please s
ee Josh Caissie's posting in the Task and Outlook Discussion Board:

(scroll down to the bottom of this page).

Back to Top


Promotions

We Want to Hear About Your Success with ServiceCEO!

We have just launched a new program to collect your ServiceCEO success stories.  In our Member Center, we have added a page for you to provide some information about your business and your use of ServiceCEO.  Based on the information you provide, we will create a ServiceCEO Success Story to be added to our Hall of Fame!

Once your story is published on our site, we may contact you to put together a brief pre-recorded Showcase video to give you a chance to show everyone how you put ServiceCEO to good use.

What’s in it for you?  If you’re proud of the success of your business and think ServiceCEO helped, here’s your chance to let your peers know what you’ve accomplished.  In addition, your logo, company information and Web site URL (if available) will appear on our Web site, getting you in front of potential customers and moving your business up in the search results on popular search engines like Google and Yahoo.

We look forward to hearing from you.

To get started, log into our Member Center.

Back to Top


Mark Your Calendar

NCSG

2006 ARCP Executive Leadership Conference
May 3-5, 2006
San Diego, CA

Visit Insight Direct at
Booth #
608.

Find out more



ServiceCEO Training Classes

Join a Class

Every Monday
  • 11 am EST - StartingRIGHT
  • 12 pm EST - Implementation
  • 2 pm EST - ServiceCEO Q&A
  • 4 pm EST - Call Center & Quoting Wizard
------------------------
Every Tuesday
  • 10 am EST - Basic Training
  • 12 pm EST - Inventory
  • 2 pm EST - ServiceCEO Q&A
  • 4 pm EST - Implementation
  • 5 pm EST - StartingRIGHT
------------------------
Every Wednesday
  • 10 am EST - Payroll Overview
  • 12 pm EST - Basic Training
  • 2 pm EST - ServiceCEO Q&A
  • 3 pm EST - StartingRIGHT
  • 4 pm EST - Implementation
------------------------
Every Thursday
  • 10 am EST - Implementation Q&A
  • 12 pm EST - Crystal Reports Basic Design
  • 1 pm EST - StartingRIGHT
  • 2 pm EST - ServiceCEO Q&A
  • 4 pm EST - Call Center & Quoting Wizard (Advanced)
------------------------
Every Friday
  • 9 am EST - StartingRIGHT
  • 2 pm EST - ServiceCEO Q&A
  • 4 pm EST - Basic Training
Referral Program

Win your choice of a TiVo® box, Xbox® or an Apple® iPod® shuffle.*

If you refer a company to us by April 30 , 2006 and they purchase ServiceCEO within 30 days, we will give you your choice of one of these great gifts. To refer a company to us, please complete Referral Submission Form and we will contact your colleague.

Referral Submission Form

* See submission form for details of this offer.
















Drop Us A Line
Send us management and technology tips you find interesting. And, if you want your company to appear in the ServiceCEO Newsletter,
drop us a line!

Contact us at newsletter@insightdirect.com

 

ServiceCEO - www.insightdirect.com