OptimumHQ Review

1) Get rid of all your disparate systems

Kyle is in sales, and he needs to log on to a handful of different applications throughout the day just to manage his sales process. He has to sign in to his company’s CRM system; manage his demo schedule and meeting calendar separately; open another window that houses his sales materials; bring up the email drip campaign statistics from the company’s mass email software system; utilize LinkedIn Sales Navigator to reach out to prospects there; open another software tool he uses to create proposals and contracts, then his email to send the contracts. It’s exhausting and messy.

OptimumHQ can bring all of these processes into one system. Access all sales activity; CRM that houses all contacts, leads, and customers; send emails and LinkedIn requests directly from within Optimum; manage a calendar and schedule; and much more.

2) Automate your processes and reduce manual data entry

Rebecca works for a travel booking company that uses shared Excel documents to track and build the details for each travel excursion. There is no off-the-shelf solution that is suited for the needs of the company, so they stick with databases, spreadsheets, and email to manually track everything. This process is inefficient and impractical long-term. They begin to look into getting custom software built to fit their unique needs but then discover OptimumHQ. Within weeks of automating some of their manual processes and getting their systems into OptimumHQ and out of spreadsheets, they see a 30% increase in company-wide productivity. Employees are now able to spend time on product enhancements instead of manual data entry. Additionally, employees have increased visibility into the entire process and can monitor everything from real-time dashboards. They have not touched another Excel spreadsheet since.

3) Make changes yourself

Brad is a financial specialist who has a knack for computers. He gets frustrated when it takes the IT department or tech support team several weeks to fix an issue or add functionality to their software system. He’d rather have the ability to make changes himself so he can better manage his time and what is best for the needs of the company.

With his basic technical knowledge, he is able to manipulate, add, and change functionality within the OptimumHQ software system. Better yet, there is no programming required, only a basic knowledge of how workflows are created and connected. Now Brad can update something on the fly, without having to put in a maintenance request and wait for the fix. This saves time and makes Brad feel he is more connected to his work.