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October 2
In this issue:
 Petroleum Maintenance Company Optimizes Business
Share and Download Pre-Made Crystal Reports
Tips: ServiceCEO Tip of the Month
Promotions: Powered by ServiceCEO
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Petroleum Maintenance Company Optimizes Business
Bob Williams, president of Williams Petroleum of British Columbia, found over the years that in order for his company to succeed and grow, it needed to embrace technology. The company was losing revenue in unbilled jobs and struggling to keep the business organized.
The company eventually selected ServiceCEO to manage its day-to-day operations including tracking and  managing jobs, work orders and schedules. Now the company is more successful than ever and credits a lot of that to the way ServiceCEO has made it easier to run the business.
Find out more. Read Williams Petroleum Success Story.
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Share and Download Pre-Made Crystal Reports Through the Member Center |
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If you’re looking for some additional Crystal Reports but don’t want to take the time to create them yourself, check out our new Crystal Reports Library. The library contains pre-made reports that have been created by customers and by Insight Direct. Customers can send reports to us for uploading or can download reports already posted in the library. We currently have reports available for download in the following categories:
- Customer
- Scheduling
- Financial
- Quotes/Estimates
- Product/Services
- Miscellaneous
Get started today. Log into the Member Center.
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ServiceCEO Tip of the Month
Increase Repeat Business With Database Farming
How much repeat business are you losing by not effectively marketing to your past clients?
Wouldn't it be great if you could easily pull together a list of former customers that met your specific criteria and quickly market to them?
Well, you can with ServiceCEO's marketing tool - a fast and easy approach to create and segment customer lists and send them marketing campaigns using your choice of:
- Microsoft Word Mail Merge Letters
- Printed Mailing Labels
- Email Addresses
- Export o Microsoft Excel
See ServiceCEO's marketing module in action.
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Get 5%* Off Future ServiceCEO Product or Service Purchase
All you have to do is include a Powered by ServiceCEO logo and text link from your company web site’s home page to our site - it’s that easy.
In exchange for having a link to our web site from your site’s homepage, you will receive 5% off* any purchase of a ServiceCEO product or service for as long as the link remains on your site.
Sign up today and start saving on:
- ServiceCEO user licenses
- membership renewals
- mobile tech licenses
- credit card processing licenses
- Crystal Reports licenses
*Discount does not apply to technical support, data services or any other consulting services.
For more information or to take advantage of this offer, contact John Ponte at 1.800.471.4200 ext. 275 or by email at jponte@insightdirect.com.
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