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In this interview with CIO Applications, Bud Shea, COO, and David Cummings, CEO of Cool Life CRM, explain how the company provides business solutions keeping CRM at its core.
Can you provide a brief overview of the features that Cool Life provides?
Shea: Founded in 2003, Cool Life has been helping companies from across industries solve their business challenges. Built on a modular and object-oriented database structure, our solution can be easily updated to add new features or enhancements. This versatility enables clients to modify their data structure on their own without depending on a third-party consultant. The salient features of our solution include unique client-specific database, to-dos, and action management, email integration, ability to implement articles/ blogs, reporting, Financial Industry Regulatory Authority (FINRA) compliance, and more.
All of these features are native to the solution, so ease-of-use and accessibility get improved by a wide margin. For instance, clients can manage their To Do’s alongside calendar events in the same methodology while recording CRM with a single keystroke. Unlike writing publications on third-party sites, we allow clients to publish their articles on their domain, bringing readers directly to clients’ websites. We understand that ongoing keyword optimization is necessary to uncover new keyword opportunities consistently and to expand reach into various keyword verticals. To that end, we provide a plain text to encourage updating across all major search engines.
How does Cool Life CRM mitigate the challenges in the API space with its unique capabilities?
Shea: API is a crucial element for any CRM product to be fully flexible. Besides, it also allows organizations to maximize the potential of their system, enabling them to combine their services under a single solution. We follow the API-first approach to seamlessly communicate its solution with the data of external applications.
Our goal is to provide clients a holistic 360-view of all of their data in a single platform so that they can explore their data more effectively
In other words, we provide an efficient solution to integrate any API-supported ecosystem while allowing developers to use the system to the maximum potential. Our API integration allows even the most green developer to easily enable their app to communicate with the Cool Life CRM solution.
Moreover, we take extensive steps to scrub data and ensure the highest data integrity before any data is uploaded to the platform.
For smaller data, scrubbing can be done with the native tools, whereas for larger data sizes, we use different data processing sources to ensure it has a consistent naming convention, including minor details such as long or abbreviated data. Our system’s architecture offers clients the security and instantaneous access to their data. Furthermore, clients have an exclusive database.
The primary focus should be on understanding the fact that if data is being shared through API, it is going to come into a database that is no longer being scrubbed. As such, the data needs to go in a more coordinated way. Our goal is to provide clients a holistic 360-view of all of their data in a single platform so that they can explore their data more effectively.
Could you cite one or two case studies on how you have enabled clients to overcome hurdles and attain desired outcomes with your innovative array of solutions?
Cummings: In one instance, we streamlined the business process of one of our client’s investment banking with custom coding. We allowed their sales team to engage a lead from a simple contact level and automate the processing to a deal tracking and contract management at the push of a button. Through simple injection coding, the system automates the conversion of a record from one table to the next. As such, the process acts as an ‘internal API’ for the internal database tables by allowing one to communicate with the other. Their system now easily allows the importing of collected lead data, which is then refined in a single view system and processed within their internal channels. Through this internal process, we have made their various processes work in a collaborative and streamlined fashion.
Similarly, we also streamlined various external software instances of a nationally recognized personal services company by linking each service to our open API. This process enabled all their communication and customer relations to be recorded under a single CRM client. One of the most challenging issues in this specific industry is maintaining a clean record of all social interactions between both staff and shared clients. By allowing each channel of their communications stream to funnel into a single internal profile, information becomes trackable and more accessible in a single unified profile. Texting, email, call records, and even simple login information can all be tracked under a single entry, thus saving time, money, and embarrassment from loss of data.
What innovative measures does Cool Life CRM undertake to be ahead of the competition?
Shea: As a SaaS-based platform, Cool Life has always been on the leading edge of responsive technologies. We are currently in the final test stages of building an app that will enable a user to access and manage their account without an Internet connection. All modifications on the app will be updated automatically when the device reconnects to Wi-Fi or cellular network service.
What does the future hold for Cool Life?
Shea: Cool Life recently made a significant move from New York to the ‘Tech Triangle’ of Raleigh/Durham/Cary North Carolina. This was a purposeful move in anticipation of our significant and high-speed growth. We are excited to draw on the technical skills and talent within the area. Backed with a powerful and flexible system, coupled with a strong leadership team, we will continue to expand in a diverse set of verticals.