consultantsinabox

{"id":4620381290565,"title":"10 To 8","handle":"10-to-8","description":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"utf-8\"\u003e\n \u003ctitle\u003e10to8 Appointment Scheduling | Consultants In-A-Box\u003c\/title\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1\"\u003e\n \u003cstyle\u003e\n body {\n font-family: Inter, \"Segoe UI\", Roboto, sans-serif;\n background: #ffffff;\n color: #1f2937;\n line-height: 1.7;\n margin: 0;\n padding: 48px;\n }\n h1 { font-size: 32px; margin-bottom: 16px; }\n h2 { font-size: 22px; margin-top: 32px; }\n p { margin: 12px 0; }\n ul { margin: 12px 0 12px 24px; }\n \u003c\/style\u003e\n\n\n \u003ch1\u003eMake Scheduling Simple: 10to8 Appointment Automation for Better Business Efficiency\u003c\/h1\u003e\n\n \u003cp\u003eScheduling is one of those everyday operational tasks that quietly consumes time, introduces friction, and creates risk. 10to8 is a purpose-built appointment scheduling platform that centralizes bookings, automates reminders, supports virtual meetings, and gives teams one clear place to manage availability. For organizations that want to move past manual calendar wrangling and inconsistent client experiences, 10to8 turns a recurring headache into a predictable, measurable process.\u003c\/p\u003e\n \u003cp\u003eBeyond basic booking, modern teams need scheduling that integrates with video platforms, CRM systems, and payment tools — while also reducing no-shows and enabling better staff coordination. When combined with AI integration and workflow automation, tools like 10to8 become catalysts for digital transformation: they free up people to focus on higher-value work, reduce errors, and deliver more consistent outcomes for customers and employees alike.\u003c\/p\u003e\n\n \u003ch2\u003eHow It Works\u003c\/h2\u003e\n \u003cp\u003eAt its core, 10to8 gives you a single, branded scheduling interface where customers and colleagues can see available time slots and book appointments. Behind that interface are smart features designed to match real-world business needs: multi-staff calendars, room and location management, customizable booking flows, and secure payment handling. Integration points with video conferencing and CRM systems make the booking action a trigger — not an isolated event.\u003c\/p\u003e\n \u003cp\u003eFrom a business perspective, the workflow looks like this: availability is published based on rules you configure; an external party or an internal team member selects a slot; the system automatically creates the appointment across the necessary calendars, provisions a virtual meeting link when required, and sends pre-appointment reminders and follow-ups. Reporting dashboards track attendance, lead sources, and no-show risk so operations can be continuously optimized.\u003c\/p\u003e\n \u003cp\u003eThat simple sequence — publish availability, accept booking, confirm logistics, and follow up — becomes powerful when it’s consistent. Consistency reduces manual handoffs, prevents scheduling conflicts, and creates data that informs smarter decisions about staffing, capacity, and customer engagement.\u003c\/p\u003e\n\n \u003ch2\u003eThe Power of AI \u0026amp; Agentic Automation\u003c\/h2\u003e\n \u003cp\u003eAdding AI to scheduling turns repetitive, rule-based work into adaptive, proactive processes. AI integration and agentic automation mean the system can make intelligent decisions, not just record them. Agents can analyze historical attendance patterns to predict and prevent no-shows, route bookings to the right staff, and synthesize pre-appointment information so meetings start with context rather than questions.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003ePredictive reminders: AI analyzes past booking and attendance data to decide when and how to send reminders that actually reduce no-shows. Rather than a one-size-fits-all reminder, the timing, channel, and message can be adapted to each client’s behavior.\u003c\/li\u003e\n \u003cli\u003eIntelligent routing: Agents match meeting types to the best available staff, balancing workload, skills, and location constraints for optimal scheduling. This reduces manual reassignment and ensures the right expertise is always present.\u003c\/li\u003e\n \u003cli\u003ePre-meeting preparation: AI assistants gather relevant records from your CRM, extract key details, and attach a concise briefing to the calendar invite so meetings start with the right context and decisions can be made faster.\u003c\/li\u003e\n \u003cli\u003eAutomated follow-ups: Workflow bots trigger tailored messages after appointments, collect feedback, update customer records, and create or progress opportunities in downstream systems without human intervention.\u003c\/li\u003e\n \u003cli\u003eNatural language booking: Chatbots and voice agents let customers schedule using conversational language. These agents interpret intent, propose available slots, and reconcile bookings into the calendar system — making booking as easy as talking or texting.\u003c\/li\u003e\n \u003cli\u003eDynamic rescheduling: When an unexpected event occurs, agentic automations can proactively reschedule affected participants, notify stakeholders, and adjust resource bookings (rooms, equipment, or virtual links) with minimal disruption.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eReal-World Use Cases\u003c\/h2\u003e\n \u003cul\u003e\n \u003cli\u003eHealthcare clinics reduce no-shows by combining predictive reminders with two-way patient messaging; virtual consult links are generated automatically and intake forms are pre-populated using AI-extracted data so clinicians have what they need before the patient arrives.\u003c\/li\u003e\n \u003cli\u003eEducational institutions coordinate tutors and classes by publishing staff availability, auto-assigning students to sessions, and using agents to reschedule in response to cancellations or poor attendance predictions — reducing administrative load and improving student outcomes.\u003c\/li\u003e\n \u003cli\u003eHR and recruiting teams streamline interviews and candidate coordination: interviewers receive candidate summaries with highlights pulled from applications, and scheduling bots reconcile conflicting calendars to find optimal interview times without dozens of back-and-forth messages.\u003c\/li\u003e\n \u003cli\u003eSales teams speed up demos and discovery calls by syncing booking data with CRM, auto-creating opportunities, and attaching relevant prospect notes to the meeting invite so reps spend less time preparing and more time selling.\u003c\/li\u003e\n \u003cli\u003eProfessional services firms manage multi-step client engagements with automated pre-meeting questionnaires, payments collection at booking, and post-meeting task creation for project teams — improving cash flow and reducing billing friction.\u003c\/li\u003e\n \u003cli\u003eLarge enterprises manage complex multi-location services by combining room\/resource management with staff scheduling and compliance-aware reporting — orchestration handled centrally but executed locally through intelligent automations.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eBusiness Benefits\u003c\/h2\u003e\n \u003cp\u003eWhen scheduling is automated and enhanced with intelligent agents, the gains go beyond time saved. The real impact is operational consistency, better resource utilization, and measurable improvements in customer experience. Those benefits translate to lower costs, faster responses, and better outcomes for both clients and teams.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eTime savings: Administrative tasks like manual confirmations, calendar reconciliation, and payment reconciliation are reduced, freeing staff to focus on higher-value interactions. Teams reclaim hours per week that can be redirected into revenue-generating activities.\u003c\/li\u003e\n \u003cli\u003eReduced errors and friction: Automated booking rules and validation prevent double-bookings and ensure the right resources are reserved every time, lowering the risk of costly mistakes and last-minute scrambling.\u003c\/li\u003e\n \u003cli\u003eLower no-show rates: Targeted reminders, risk-based outreach, and easy rescheduling tools translate directly into fewer missed appointments — improving utilization and protecting revenue.\u003c\/li\u003e\n \u003cli\u003eImproved collaboration: Shared calendars, audit logs, and pre-meeting briefs ensure teams arrive prepared, reducing repetitive questions and shortening meeting times. Collaboration becomes smoother because information flows automatically.\u003c\/li\u003e\n \u003cli\u003eScalability without linear headcount growth: Automated workflows and AI agents scale booking operations without a proportional increase in staff. Businesses can manage spikes in demand while maintaining service quality.\u003c\/li\u003e\n \u003cli\u003eBetter reporting and planning: Live dashboards and historical analysis help leaders forecast demand, plan staffing, and measure the return on scheduling automation. Actionable insights mean smarter hiring, better shift planning, and clearer performance targets.\u003c\/li\u003e\n \u003cli\u003eEnhanced customer experience: Fast online booking, consistent communication, secure payments, and frictionless virtual meeting setup create a professional, reliable impression at every touchpoint — strengthening loyalty and converting more leads into long-term customers.\u003c\/li\u003e\n \u003cli\u003eCompliance and auditability: Automated logs and standardized communications make it easier to meet regulatory requirements, demonstrate audit trails, and manage sensitive scheduling scenarios with confidence.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eHow Consultants In-A-Box Helps\u003c\/h2\u003e\n \u003cp\u003eConsultants In-A-Box translates scheduling capabilities into measurable business outcomes. Our approach starts with mapping your current booking workflows and identifying friction points where automation and AI agents will have the most immediate impact. We look for quick wins — for example, reducing no-shows or shortening time-to-meeting — while planning for longer-term integrations that unlock broader digital transformation.\u003c\/p\u003e\n \u003cp\u003eImplementation is managed end-to-end: discovery and strategy, configuration of 10to8 to match your brand and business rules, secure integrations with CRM, payment, and video systems, and deployment of AI-driven reminder and routing agents. We build conversational booking interfaces when needed, design fallback rules to keep operations resilient, and document governance around data privacy and compliance.\u003c\/p\u003e\n \u003cp\u003eChange management and training are central. We prepare staff with role-based training, produce simple playbooks, and run pilot programs to validate performance. After launch, we instrument dashboards to track booking conversion, no-show rates, average time to fill, and revenue per appointment, then iterate on agent behaviors and messaging to continuously improve results.\u003c\/p\u003e\n\n \u003ch2\u003eFinal Overview\u003c\/h2\u003e\n \u003cp\u003e10to8 simplifies the mechanics of scheduling — and when paired with AI integration and agentic automation, it becomes a lever for business efficiency and customer satisfaction. Organizations that automate booking, reminders, virtual meeting setup, and CRM synchronization see measurable reductions in wasted time, fewer errors, and smoother collaboration across teams. The shift is not merely technical; it’s operational: predictable workflows, empowered staff, and easier scaling. By focusing on the intersection of scheduling technology and smart automation, leaders can reclaim time, reduce complexity, and create tangible business impact.\u003c\/p\u003e\n\n\u003c\/body\u003e","published_at":"2020-11-23T09:27:21-06:00","created_at":"2020-11-23T09:27:20-06:00","vendor":"consultantsinabox","type":"","tags":[],"price":0,"price_min":0,"price_max":0,"available":true,"price_varies":false,"compare_at_price":null,"compare_at_price_min":0,"compare_at_price_max":0,"compare_at_price_varies":false,"variants":[{"id":31970410102853,"title":"Default Title","option1":"Default Title","option2":null,"option3":null,"sku":"","requires_shipping":false,"taxable":true,"featured_image":null,"available":true,"name":"10 To 8","public_title":null,"options":["Default Title"],"price":0,"weight":0,"compare_at_price":null,"inventory_management":null,"barcode":"","requires_selling_plan":false,"selling_plan_allocations":[]}],"images":["\/\/consultantsinabox.com\/cdn\/shop\/products\/10to8.png?v=1606145244"],"featured_image":"\/\/consultantsinabox.com\/cdn\/shop\/products\/10to8.png?v=1606145244","options":["Title"],"media":[{"alt":null,"id":7272267972677,"position":1,"preview_image":{"aspect_ratio":2.614,"height":153,"width":400,"src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/10to8.png?v=1606145244"},"aspect_ratio":2.614,"height":153,"media_type":"image","src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/10to8.png?v=1606145244","width":400}],"requires_selling_plan":false,"selling_plan_groups":[],"content":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"utf-8\"\u003e\n \u003ctitle\u003e10to8 Appointment Scheduling | Consultants In-A-Box\u003c\/title\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1\"\u003e\n \u003cstyle\u003e\n body {\n font-family: Inter, \"Segoe UI\", Roboto, sans-serif;\n background: #ffffff;\n color: #1f2937;\n line-height: 1.7;\n margin: 0;\n padding: 48px;\n }\n h1 { font-size: 32px; margin-bottom: 16px; }\n h2 { font-size: 22px; margin-top: 32px; }\n p { margin: 12px 0; }\n ul { margin: 12px 0 12px 24px; }\n \u003c\/style\u003e\n\n\n \u003ch1\u003eMake Scheduling Simple: 10to8 Appointment Automation for Better Business Efficiency\u003c\/h1\u003e\n\n \u003cp\u003eScheduling is one of those everyday operational tasks that quietly consumes time, introduces friction, and creates risk. 10to8 is a purpose-built appointment scheduling platform that centralizes bookings, automates reminders, supports virtual meetings, and gives teams one clear place to manage availability. For organizations that want to move past manual calendar wrangling and inconsistent client experiences, 10to8 turns a recurring headache into a predictable, measurable process.\u003c\/p\u003e\n \u003cp\u003eBeyond basic booking, modern teams need scheduling that integrates with video platforms, CRM systems, and payment tools — while also reducing no-shows and enabling better staff coordination. When combined with AI integration and workflow automation, tools like 10to8 become catalysts for digital transformation: they free up people to focus on higher-value work, reduce errors, and deliver more consistent outcomes for customers and employees alike.\u003c\/p\u003e\n\n \u003ch2\u003eHow It Works\u003c\/h2\u003e\n \u003cp\u003eAt its core, 10to8 gives you a single, branded scheduling interface where customers and colleagues can see available time slots and book appointments. Behind that interface are smart features designed to match real-world business needs: multi-staff calendars, room and location management, customizable booking flows, and secure payment handling. Integration points with video conferencing and CRM systems make the booking action a trigger — not an isolated event.\u003c\/p\u003e\n \u003cp\u003eFrom a business perspective, the workflow looks like this: availability is published based on rules you configure; an external party or an internal team member selects a slot; the system automatically creates the appointment across the necessary calendars, provisions a virtual meeting link when required, and sends pre-appointment reminders and follow-ups. Reporting dashboards track attendance, lead sources, and no-show risk so operations can be continuously optimized.\u003c\/p\u003e\n \u003cp\u003eThat simple sequence — publish availability, accept booking, confirm logistics, and follow up — becomes powerful when it’s consistent. Consistency reduces manual handoffs, prevents scheduling conflicts, and creates data that informs smarter decisions about staffing, capacity, and customer engagement.\u003c\/p\u003e\n\n \u003ch2\u003eThe Power of AI \u0026amp; Agentic Automation\u003c\/h2\u003e\n \u003cp\u003eAdding AI to scheduling turns repetitive, rule-based work into adaptive, proactive processes. AI integration and agentic automation mean the system can make intelligent decisions, not just record them. Agents can analyze historical attendance patterns to predict and prevent no-shows, route bookings to the right staff, and synthesize pre-appointment information so meetings start with context rather than questions.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003ePredictive reminders: AI analyzes past booking and attendance data to decide when and how to send reminders that actually reduce no-shows. Rather than a one-size-fits-all reminder, the timing, channel, and message can be adapted to each client’s behavior.\u003c\/li\u003e\n \u003cli\u003eIntelligent routing: Agents match meeting types to the best available staff, balancing workload, skills, and location constraints for optimal scheduling. This reduces manual reassignment and ensures the right expertise is always present.\u003c\/li\u003e\n \u003cli\u003ePre-meeting preparation: AI assistants gather relevant records from your CRM, extract key details, and attach a concise briefing to the calendar invite so meetings start with the right context and decisions can be made faster.\u003c\/li\u003e\n \u003cli\u003eAutomated follow-ups: Workflow bots trigger tailored messages after appointments, collect feedback, update customer records, and create or progress opportunities in downstream systems without human intervention.\u003c\/li\u003e\n \u003cli\u003eNatural language booking: Chatbots and voice agents let customers schedule using conversational language. These agents interpret intent, propose available slots, and reconcile bookings into the calendar system — making booking as easy as talking or texting.\u003c\/li\u003e\n \u003cli\u003eDynamic rescheduling: When an unexpected event occurs, agentic automations can proactively reschedule affected participants, notify stakeholders, and adjust resource bookings (rooms, equipment, or virtual links) with minimal disruption.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eReal-World Use Cases\u003c\/h2\u003e\n \u003cul\u003e\n \u003cli\u003eHealthcare clinics reduce no-shows by combining predictive reminders with two-way patient messaging; virtual consult links are generated automatically and intake forms are pre-populated using AI-extracted data so clinicians have what they need before the patient arrives.\u003c\/li\u003e\n \u003cli\u003eEducational institutions coordinate tutors and classes by publishing staff availability, auto-assigning students to sessions, and using agents to reschedule in response to cancellations or poor attendance predictions — reducing administrative load and improving student outcomes.\u003c\/li\u003e\n \u003cli\u003eHR and recruiting teams streamline interviews and candidate coordination: interviewers receive candidate summaries with highlights pulled from applications, and scheduling bots reconcile conflicting calendars to find optimal interview times without dozens of back-and-forth messages.\u003c\/li\u003e\n \u003cli\u003eSales teams speed up demos and discovery calls by syncing booking data with CRM, auto-creating opportunities, and attaching relevant prospect notes to the meeting invite so reps spend less time preparing and more time selling.\u003c\/li\u003e\n \u003cli\u003eProfessional services firms manage multi-step client engagements with automated pre-meeting questionnaires, payments collection at booking, and post-meeting task creation for project teams — improving cash flow and reducing billing friction.\u003c\/li\u003e\n \u003cli\u003eLarge enterprises manage complex multi-location services by combining room\/resource management with staff scheduling and compliance-aware reporting — orchestration handled centrally but executed locally through intelligent automations.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eBusiness Benefits\u003c\/h2\u003e\n \u003cp\u003eWhen scheduling is automated and enhanced with intelligent agents, the gains go beyond time saved. The real impact is operational consistency, better resource utilization, and measurable improvements in customer experience. Those benefits translate to lower costs, faster responses, and better outcomes for both clients and teams.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eTime savings: Administrative tasks like manual confirmations, calendar reconciliation, and payment reconciliation are reduced, freeing staff to focus on higher-value interactions. Teams reclaim hours per week that can be redirected into revenue-generating activities.\u003c\/li\u003e\n \u003cli\u003eReduced errors and friction: Automated booking rules and validation prevent double-bookings and ensure the right resources are reserved every time, lowering the risk of costly mistakes and last-minute scrambling.\u003c\/li\u003e\n \u003cli\u003eLower no-show rates: Targeted reminders, risk-based outreach, and easy rescheduling tools translate directly into fewer missed appointments — improving utilization and protecting revenue.\u003c\/li\u003e\n \u003cli\u003eImproved collaboration: Shared calendars, audit logs, and pre-meeting briefs ensure teams arrive prepared, reducing repetitive questions and shortening meeting times. Collaboration becomes smoother because information flows automatically.\u003c\/li\u003e\n \u003cli\u003eScalability without linear headcount growth: Automated workflows and AI agents scale booking operations without a proportional increase in staff. Businesses can manage spikes in demand while maintaining service quality.\u003c\/li\u003e\n \u003cli\u003eBetter reporting and planning: Live dashboards and historical analysis help leaders forecast demand, plan staffing, and measure the return on scheduling automation. Actionable insights mean smarter hiring, better shift planning, and clearer performance targets.\u003c\/li\u003e\n \u003cli\u003eEnhanced customer experience: Fast online booking, consistent communication, secure payments, and frictionless virtual meeting setup create a professional, reliable impression at every touchpoint — strengthening loyalty and converting more leads into long-term customers.\u003c\/li\u003e\n \u003cli\u003eCompliance and auditability: Automated logs and standardized communications make it easier to meet regulatory requirements, demonstrate audit trails, and manage sensitive scheduling scenarios with confidence.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eHow Consultants In-A-Box Helps\u003c\/h2\u003e\n \u003cp\u003eConsultants In-A-Box translates scheduling capabilities into measurable business outcomes. Our approach starts with mapping your current booking workflows and identifying friction points where automation and AI agents will have the most immediate impact. We look for quick wins — for example, reducing no-shows or shortening time-to-meeting — while planning for longer-term integrations that unlock broader digital transformation.\u003c\/p\u003e\n \u003cp\u003eImplementation is managed end-to-end: discovery and strategy, configuration of 10to8 to match your brand and business rules, secure integrations with CRM, payment, and video systems, and deployment of AI-driven reminder and routing agents. We build conversational booking interfaces when needed, design fallback rules to keep operations resilient, and document governance around data privacy and compliance.\u003c\/p\u003e\n \u003cp\u003eChange management and training are central. We prepare staff with role-based training, produce simple playbooks, and run pilot programs to validate performance. After launch, we instrument dashboards to track booking conversion, no-show rates, average time to fill, and revenue per appointment, then iterate on agent behaviors and messaging to continuously improve results.\u003c\/p\u003e\n\n \u003ch2\u003eFinal Overview\u003c\/h2\u003e\n \u003cp\u003e10to8 simplifies the mechanics of scheduling — and when paired with AI integration and agentic automation, it becomes a lever for business efficiency and customer satisfaction. Organizations that automate booking, reminders, virtual meeting setup, and CRM synchronization see measurable reductions in wasted time, fewer errors, and smoother collaboration across teams. The shift is not merely technical; it’s operational: predictable workflows, empowered staff, and easier scaling. By focusing on the intersection of scheduling technology and smart automation, leaders can reclaim time, reduce complexity, and create tangible business impact.\u003c\/p\u003e\n\n\u003c\/body\u003e"}

{"id":6612776321093,"title":"8×8","handle":"8-8","description":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"UTF-8\"\u003e\n \u003ctitle\u003eService Description\u003c\/title\u003e\n\n\n \u003ch1\u003eRevolutionize Your Business Communications with 8×8\u003c\/h1\u003e\n \u003cp\u003eEmbark on a journey to seamless communication with 8×8, the exemplary leader in business communications for over two decades. Our comprehensive solutions serve over one million users worldwide, cementing our reputation as innovators with more than 190 patents to our name. Prestigious organizations across 100,000 companies globally trust us for transforming the way they connect, engage, and collaborate.\u003c\/p\u003e\n \n \u003ch2\u003eIntegrated Engagement Solutions\u003c\/h2\u003e\n \u003cp\u003eAt the heart of 8×8's offerings is an intelligent, unified cloud engagement platform designed for impeccable Voice, Meetings, Collaboration, and Contact Center experiences. Our platform empowers you to scale your business at your pace, ensuring that each communication touchpoint enhances customer interaction and operational efficiency. For those seeking specialized services, 8×8's Contact Center can be seamlessly integrated into your existing systems or used as a robust standalone solution.\u003c\/p\u003e\n \n \u003ch2\u003eA Recognized Industry Leader\u003c\/h2\u003e\n \u003cp\u003eOur commitment to excellence is recognized by Gartner, which has named 8×8 as a Leader in the Magic Quadrant for UCaaS for eight consecutive years. We are also positioned as a Leader in the Magic Quadrant for CCaaS, proving our dual expertise in these critical business areas.\u003c\/p\u003e\n \n \u003ch2\u003eUnmatched Support and Management\u003c\/h2\u003e\n \u003cp\u003eYour business deserves relentless support and that's what 8×8 ensures with our 24\/7 follow-the-sun customer support, proactive network monitoring, and unlimited consulting. Simplify your operations with our single web-based interface to manage PBX, subscriptions, and customer support with ease and agility.\u003c\/p\u003e\n \n \u003ch2\u003eGlobal Coverage \u0026amp; Compliance\u003c\/h2\u003e\n \u003cp\u003eWith 15 data centers spanning across 80+ countries and multilingual support, 8×8 covers your global communication requirements while adhering to strict compliance standards including FISMA 140-2, FIPS, CPNI, Privacy Shield, Cyber Essentials Plus, ISO 9001, ISO 27001, PCI, and HIPAA BAA. This means your communications are not just seamless but also secure and compliant with international regulations.\u003c\/p\u003e\n \n \u003ch2\u003eServices Tailored for Diverse Needs\u003c\/h2\u003e\n \u003cp\u003eWhether you're a small business or a global enterprise, 8×8 offers Cloud Business Communications, Cloud Contact Center Solutions, Hosted PBX Solutions, Unified Voicemail Messaging, and Text-Based Messaging and Chat Collaboration that dominate the industry landscape. We specialize in solutions that cater to a wide array of sectors, including Retail, High-Tech, Manufacturing, Healthcare, Sales \u0026amp; Marketing, Collections, and Government.\u003c\/p\u003e\n \n \u003cp\u003eIf you're seeking an all-encompassing, innovative, and reliable business communication solution, our services are poised to elevate your organizational productivity and customer satisfaction. Don't let your business lag in the fast-paced world of communication technology.\u003c\/p\u003e\n \n \u003cp\u003e\u003cstrong\u003eReady to implement these advanced communication concepts in your organization?\u003c\/strong\u003e Contact \u003cem\u003eConsultants In-A-Box\u003c\/em\u003e today and we will guide you through a transformation that connects you with success.\u003c\/p\u003e\n\n\n```\u003c\/body\u003e","published_at":"2021-06-29T20:18:14-05:00","created_at":"2021-06-29T20:18:14-05:00","vendor":"consultantsinabox","type":"UCaaS","tags":["UCaaS"],"price":0,"price_min":0,"price_max":0,"available":true,"price_varies":false,"compare_at_price":null,"compare_at_price_min":0,"compare_at_price_max":0,"compare_at_price_varies":false,"variants":[{"id":39409778688069,"title":"Default Title","option1":"Default Title","option2":null,"option3":null,"sku":"","requires_shipping":true,"taxable":true,"featured_image":null,"available":true,"name":"8×8","public_title":null,"options":["Default Title"],"price":0,"weight":0,"compare_at_price":null,"inventory_management":null,"barcode":"","requires_selling_plan":false,"selling_plan_allocations":[]}],"images":["\/\/consultantsinabox.com\/cdn\/shop\/products\/8x8_RedSquare_Logo_RGB-200x200.png?v=1625016160"],"featured_image":"\/\/consultantsinabox.com\/cdn\/shop\/products\/8x8_RedSquare_Logo_RGB-200x200.png?v=1625016160","options":["Title"],"media":[{"alt":null,"id":21057550745669,"position":1,"preview_image":{"aspect_ratio":1.0,"height":200,"width":200,"src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/8x8_RedSquare_Logo_RGB-200x200.png?v=1625016160"},"aspect_ratio":1.0,"height":200,"media_type":"image","src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/8x8_RedSquare_Logo_RGB-200x200.png?v=1625016160","width":200}],"requires_selling_plan":false,"selling_plan_groups":[],"content":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"UTF-8\"\u003e\n \u003ctitle\u003eService Description\u003c\/title\u003e\n\n\n \u003ch1\u003eRevolutionize Your Business Communications with 8×8\u003c\/h1\u003e\n \u003cp\u003eEmbark on a journey to seamless communication with 8×8, the exemplary leader in business communications for over two decades. Our comprehensive solutions serve over one million users worldwide, cementing our reputation as innovators with more than 190 patents to our name. Prestigious organizations across 100,000 companies globally trust us for transforming the way they connect, engage, and collaborate.\u003c\/p\u003e\n \n \u003ch2\u003eIntegrated Engagement Solutions\u003c\/h2\u003e\n \u003cp\u003eAt the heart of 8×8's offerings is an intelligent, unified cloud engagement platform designed for impeccable Voice, Meetings, Collaboration, and Contact Center experiences. Our platform empowers you to scale your business at your pace, ensuring that each communication touchpoint enhances customer interaction and operational efficiency. For those seeking specialized services, 8×8's Contact Center can be seamlessly integrated into your existing systems or used as a robust standalone solution.\u003c\/p\u003e\n \n \u003ch2\u003eA Recognized Industry Leader\u003c\/h2\u003e\n \u003cp\u003eOur commitment to excellence is recognized by Gartner, which has named 8×8 as a Leader in the Magic Quadrant for UCaaS for eight consecutive years. We are also positioned as a Leader in the Magic Quadrant for CCaaS, proving our dual expertise in these critical business areas.\u003c\/p\u003e\n \n \u003ch2\u003eUnmatched Support and Management\u003c\/h2\u003e\n \u003cp\u003eYour business deserves relentless support and that's what 8×8 ensures with our 24\/7 follow-the-sun customer support, proactive network monitoring, and unlimited consulting. Simplify your operations with our single web-based interface to manage PBX, subscriptions, and customer support with ease and agility.\u003c\/p\u003e\n \n \u003ch2\u003eGlobal Coverage \u0026amp; Compliance\u003c\/h2\u003e\n \u003cp\u003eWith 15 data centers spanning across 80+ countries and multilingual support, 8×8 covers your global communication requirements while adhering to strict compliance standards including FISMA 140-2, FIPS, CPNI, Privacy Shield, Cyber Essentials Plus, ISO 9001, ISO 27001, PCI, and HIPAA BAA. This means your communications are not just seamless but also secure and compliant with international regulations.\u003c\/p\u003e\n \n \u003ch2\u003eServices Tailored for Diverse Needs\u003c\/h2\u003e\n \u003cp\u003eWhether you're a small business or a global enterprise, 8×8 offers Cloud Business Communications, Cloud Contact Center Solutions, Hosted PBX Solutions, Unified Voicemail Messaging, and Text-Based Messaging and Chat Collaboration that dominate the industry landscape. We specialize in solutions that cater to a wide array of sectors, including Retail, High-Tech, Manufacturing, Healthcare, Sales \u0026amp; Marketing, Collections, and Government.\u003c\/p\u003e\n \n \u003cp\u003eIf you're seeking an all-encompassing, innovative, and reliable business communication solution, our services are poised to elevate your organizational productivity and customer satisfaction. Don't let your business lag in the fast-paced world of communication technology.\u003c\/p\u003e\n \n \u003cp\u003e\u003cstrong\u003eReady to implement these advanced communication concepts in your organization?\u003c\/strong\u003e Contact \u003cem\u003eConsultants In-A-Box\u003c\/em\u003e today and we will guide you through a transformation that connects you with success.\u003c\/p\u003e\n\n\n```\u003c\/body\u003e"}

{"id":1978293125189,"title":"ACH Processing","handle":"ach-processing-in-sioux-falls","description":"\u003cbody\u003e\n\n\n\n \u003cmeta charset=\"UTF-8\"\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\"\u003e\n \u003ctitle\u003eACH Processing \u0026amp; eCheck Payments Services\u003c\/title\u003e\n\n\n\n \u003csection\u003e\n \u003ch2\u003eACH Processing \u0026amp; eCheck Payment Solutions\u003c\/h2\u003e\n \u003cp\u003e\n At Consultants In-A-Box, we understand the importance of offering versatile payment options to your customers, whether they prefer traditional check payments or modern electronic alternatives. Our suite of ACH and eCheck payment processing solutions ensures that you are equipped to handle all types of payments with convenience and ease.\n \u003c\/p\u003e\n \u003cp\u003e\n Our services are designed to streamline your payment acceptance process, offering real-time authorizations that minimize the risk of fraud and returned checks due to non-sufficient funds. By leveraging our solutions, your business can enjoy reduced check processing costs while simultaneously enhancing back-office efficiency.\n \u003c\/p\u003e\n \n \u003ch3\u003eSeamlessly Handle Checks by Mail\u003c\/h3\u003e\n \u003cp\u003e\n For businesses that accept checks through the mail, our partnered solutions offer advanced image capture technology to expedite the processing of paper checks. This service converts checks into digital images, facilitating faster conversion and funding, ensuring that you don't have to make frequent trips to the bank to deposit funds. Additionally, take advantage of online reporting tools to meticulously track and monitor payment activity.\n \u003c\/p\u003e\n \n \u003ch3\u003eElectronic Cash Conversion (ECC)\u003c\/h3\u003e\n \u003cp\u003e\n Our Electronic Check Conversion (ECC) service transforms paper checks into electronic payments, significantly enhancing your cash flow and enabling funding within 48 hours or less. ECC is available with or without payment guarantee options, depending on your business needs.\n \u003c\/p\u003e\n \u003cp\u003e\n ECC benefits include real-time authorizations to mitigate the risk of bad checks, elimination of physical checks for bank deposits, and an intricate online reporting system for comprehensive activity oversight.\n \u003c\/p\u003e\n \n \u003ch3\u003ePaper Guarantee for Checks\u003c\/h3\u003e\n \u003cp\u003e\n For businesses that rely on paper check payments, our Paper Guarantee service ensures the security of your transactions. With it, you can enjoy the confidence of guaranteed payments, supported by real-time authorizations and a robust online reporting system, which significantly reduces the risk of check fraud.\n \u003c\/p\u003e\n\n \u003ch3\u003eContact Us Today\u003c\/h3\u003e\n \u003cp\u003e\n At Consultants In-A-Box, we are committed to providing you with custom solutions that enhance your business payment processing capabilities. Our services are tailored to your unique needs, ensuring you're ready to accept every customer's preferred payment method, securely and efficiently.\n \u003c\/p\u003e\n \u003cp\u003e\n We invite you to \u003cstrong\u003econtact Consultants In-A-Box\u003c\/strong\u003e to discuss how we can implement these ACH and eCheck payment processing services for your business, elevating your financial operations to the next level.\n \u003c\/p\u003e\n \u003c\/section\u003e\n\n\n\n```\u003c\/body\u003e","published_at":"2018-12-17T13:19:19-06:00","created_at":"2018-12-17T13:21:55-06:00","vendor":"consultantsinabox","type":"","tags":[],"price":0,"price_min":0,"price_max":0,"available":true,"price_varies":false,"compare_at_price":null,"compare_at_price_min":0,"compare_at_price_max":0,"compare_at_price_varies":false,"variants":[{"id":18838725492805,"title":"Default Title","option1":"Default Title","option2":null,"option3":null,"sku":"","requires_shipping":false,"taxable":true,"featured_image":null,"available":true,"name":"ACH Processing","public_title":null,"options":["Default Title"],"price":0,"weight":0,"compare_at_price":null,"inventory_management":null,"barcode":"","requires_selling_plan":false,"selling_plan_allocations":[]}],"images":["\/\/consultantsinabox.com\/cdn\/shop\/products\/ACH.PNG?v=1548857126"],"featured_image":"\/\/consultantsinabox.com\/cdn\/shop\/products\/ACH.PNG?v=1548857126","options":["Title"],"media":[{"alt":"ACH Processing in Sioux Falls, South Dakota","id":3714667905093,"position":1,"preview_image":{"aspect_ratio":1.325,"height":480,"width":636,"src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/ACH.PNG?v=1548857126"},"aspect_ratio":1.325,"height":480,"media_type":"image","src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/ACH.PNG?v=1548857126","width":636}],"requires_selling_plan":false,"selling_plan_groups":[],"content":"\u003cbody\u003e\n\n\n\n \u003cmeta charset=\"UTF-8\"\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\"\u003e\n \u003ctitle\u003eACH Processing \u0026amp; eCheck Payments Services\u003c\/title\u003e\n\n\n\n \u003csection\u003e\n \u003ch2\u003eACH Processing \u0026amp; eCheck Payment Solutions\u003c\/h2\u003e\n \u003cp\u003e\n At Consultants In-A-Box, we understand the importance of offering versatile payment options to your customers, whether they prefer traditional check payments or modern electronic alternatives. Our suite of ACH and eCheck payment processing solutions ensures that you are equipped to handle all types of payments with convenience and ease.\n \u003c\/p\u003e\n \u003cp\u003e\n Our services are designed to streamline your payment acceptance process, offering real-time authorizations that minimize the risk of fraud and returned checks due to non-sufficient funds. By leveraging our solutions, your business can enjoy reduced check processing costs while simultaneously enhancing back-office efficiency.\n \u003c\/p\u003e\n \n \u003ch3\u003eSeamlessly Handle Checks by Mail\u003c\/h3\u003e\n \u003cp\u003e\n For businesses that accept checks through the mail, our partnered solutions offer advanced image capture technology to expedite the processing of paper checks. This service converts checks into digital images, facilitating faster conversion and funding, ensuring that you don't have to make frequent trips to the bank to deposit funds. Additionally, take advantage of online reporting tools to meticulously track and monitor payment activity.\n \u003c\/p\u003e\n \n \u003ch3\u003eElectronic Cash Conversion (ECC)\u003c\/h3\u003e\n \u003cp\u003e\n Our Electronic Check Conversion (ECC) service transforms paper checks into electronic payments, significantly enhancing your cash flow and enabling funding within 48 hours or less. ECC is available with or without payment guarantee options, depending on your business needs.\n \u003c\/p\u003e\n \u003cp\u003e\n ECC benefits include real-time authorizations to mitigate the risk of bad checks, elimination of physical checks for bank deposits, and an intricate online reporting system for comprehensive activity oversight.\n \u003c\/p\u003e\n \n \u003ch3\u003ePaper Guarantee for Checks\u003c\/h3\u003e\n \u003cp\u003e\n For businesses that rely on paper check payments, our Paper Guarantee service ensures the security of your transactions. With it, you can enjoy the confidence of guaranteed payments, supported by real-time authorizations and a robust online reporting system, which significantly reduces the risk of check fraud.\n \u003c\/p\u003e\n\n \u003ch3\u003eContact Us Today\u003c\/h3\u003e\n \u003cp\u003e\n At Consultants In-A-Box, we are committed to providing you with custom solutions that enhance your business payment processing capabilities. Our services are tailored to your unique needs, ensuring you're ready to accept every customer's preferred payment method, securely and efficiently.\n \u003c\/p\u003e\n \u003cp\u003e\n We invite you to \u003cstrong\u003econtact Consultants In-A-Box\u003c\/strong\u003e to discuss how we can implement these ACH and eCheck payment processing services for your business, elevating your financial operations to the next level.\n \u003c\/p\u003e\n \u003c\/section\u003e\n\n\n\n```\u003c\/body\u003e"}

{"id":6613184774213,"title":"Acuity","handle":"acuity","description":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"utf-8\"\u003e\n \u003ctitle\u003eAcuity Scheduling | Consultants In-A-Box\u003c\/title\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1\"\u003e\n \u003cstyle\u003e\n body {\n font-family: Inter, \"Segoe UI\", Roboto, sans-serif;\n background: #ffffff;\n color: #1f2937;\n line-height: 1.7;\n margin: 0;\n padding: 48px;\n }\n h1 { font-size: 32px; margin-bottom: 16px; }\n h2 { font-size: 22px; margin-top: 32px; }\n p { margin: 12px 0; }\n ul { margin: 12px 0 12px 24px; }\n \/* No link styles: do not create or style anchors *\/\n \u003c\/style\u003e\n\n\n \u003ch1\u003eEffortless Appointment Scheduling That Saves Time and Delights Clients\u003c\/h1\u003e\n\n \u003cp\u003eAcuity Scheduling solves a deceptively expensive problem: the daily friction of booking, rescheduling, and reconciling appointments. It replaces phone tag, conflicting calendars, and manual reminders with a unified platform where clients can discover services, book times, pay, and receive tailored notifications. For small businesses, professional services, clinics, and studios, Acuity turns an administrative drain into a reliable, branded experience that supports growth.\u003c\/p\u003e\n \u003cp\u003eWhen Acuity is combined with AI integration and workflow automation, scheduling stops being just a utility and becomes a strategic lever. Automated rules, intelligent agents, and data-driven recommendations cut down no-shows, accelerate cash flow, and reduce the manual labor that gets in the way of client-facing work. The result is operational simplicity—and measurable business impact.\u003c\/p\u003e\n\n \u003ch2\u003eHow It Works\u003c\/h2\u003e\n \u003cp\u003eAcuity provides a configurable booking environment that mirrors how your business operates. You define services, set durations and prices, apply buffer times or capacity limits, and publish a booking interface clients can access anytime. Behind that interface, Acuity synchronizes with calendars, handles payments, and sends confirmations and reminders so appointments actually happen.\u003c\/p\u003e\n \u003cp\u003eAt its core, Acuity is a scheduling hub: it centralizes appointments across staff, locations, and services so conflicts are prevented automatically. It captures intake information, logs payments, and generates reports that reveal who is booked, what sells best, and where capacity is constrained. That centralization is the foundation for reducing administrative friction and enabling smarter operational decisions.\u003c\/p\u003e\n\n \u003ch2\u003eThe Power of AI \u0026amp; Agentic Automation\u003c\/h2\u003e\n \u003cp\u003eLayering AI and agentic automation on top of a scheduling hub converts reactive tasks into proactive operations. Instead of humans triaging every edge case, intelligent agents make sensible choices: they route requests, propose solutions, and perform routine actions with consistency. This reduces handoffs, minimizes errors, and creates a scheduling experience that anticipates real-life disruptions.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eSmart booking assistants: Conversational AI answers availability questions, suggests ideal times based on client preferences, and completes bookings without staff intervention—reducing friction and converting inquiries to appointments faster.\u003c\/li\u003e\n \u003cli\u003eScheduling guardian agents: These bots monitor calendar conflicts across teams and locations. When issues arise, they propose priority-aware alternatives or adjust lower-priority items automatically to preserve service continuity.\u003c\/li\u003e\n \u003cli\u003ePersonalized reminders and re-engagement: AI crafts reminder and follow-up messages tailored to client history and behavior, increasing attendance and encouraging repeat bookings through contextual prompts and offers.\u003c\/li\u003e\n \u003cli\u003ePayment and compliance automation: Workflow bots manage deposits, invoice generation, refunds, and policy enforcement consistently while recording audit trails for accounting and compliance needs.\u003c\/li\u003e\n \u003cli\u003eCapacity planning and demand forecasting: Analytics agents analyze booking patterns and recommend staffing adjustments, additional class sessions, or promotional windows to smooth demand and optimize utilization.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eReal-World Use Cases\u003c\/h2\u003e\n \u003cul\u003e\n \u003cli\u003eTherapy practice: Clients find open slots, book recurring sessions, and complete intake forms online. Automated reminders reduce late cancellations, secure payments capture session fees in advance, and AI-generated post-session messages help with retention and progress tracking.\u003c\/li\u003e\n \u003cli\u003eConsulting firm: Consultants keep personal calendars synced to Acuity while an automation engine prioritizes high-value clients, groups routine check-ins into cohort sessions, and triggers hiring alerts when utilization approaches capacity thresholds.\u003c\/li\u003e\n \u003cli\u003eFitness studio: Class capacities are enforced automatically; waitlists are managed by an agent that opens new sessions when demand spikes and sends targeted offers to frequent attendees for underfilled timeslots.\u003c\/li\u003e\n \u003cli\u003eField services: Appointment availability reflects technician location, certifications, and travel times. A routing agent minimizes drive time and proactively reschedules clients if a technician becomes unavailable, notifying everyone with clear, empathetic messaging.\u003c\/li\u003e\n \u003cli\u003eHealthcare clinics: Booking triggers intake forms, verifies insurance coverage, and collects co-pays ahead of appointments. Automated pre-visit checks reduce day-of paperwork and speed patient throughput, improving both experience and cash flow.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eBusiness Benefits\u003c\/h2\u003e\n \u003cp\u003eTreating scheduling as a strategic function—supported by AI agents and automation—unlocks improvements across operations, finance, and customer experience. The combination of a centralized scheduling platform and intelligent automation delivers outcomes that are visible in daily metrics and long-term growth.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eTime savings: Teams spend far fewer hours on back-and-forth scheduling, manual calendar updates, and intake reconciliation. Administrative staff can reallocate time to higher-value tasks like client outreach or service improvement.\u003c\/li\u003e\n \u003cli\u003eReduced no-shows and cancellations: Personalized, timely reminders and convenient rescheduling options lower missed appointments and increase revenue predictability.\u003c\/li\u003e\n \u003cli\u003eScalability without linear headcount growth: Standardized booking rules and automation allow businesses to increase appointment volume without proportionally increasing administrative staff.\u003c\/li\u003e\n \u003cli\u003eFewer errors and consistent enforcement of policies: Automation enforces buffer times, capacity limits, and payment rules so human mistakes—double-bookings, forgotten deposits, inconsistent refunds—drop dramatically.\u003c\/li\u003e\n \u003cli\u003eFaster cross-team collaboration: Shared calendars, synchronized bookings, and automated handoffs make it easier for teams to coordinate, cover shifts, and manage on-call rotations with fewer conflicts.\u003c\/li\u003e\n \u003cli\u003eImproved cash flow and pricing agility: Integrated payments, packages, and upsell prompts make it easier to capture deposits, sell bundles, and experiment with pricing strategies consistently.\u003c\/li\u003e\n \u003cli\u003eActionable insights for growth: Reporting and AI-driven analysis expose busy windows, underperforming services, and client segments that are ripe for retention or upsell campaigns—turning scheduling data into strategic decisions.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eHow Consultants In-A-Box Helps\u003c\/h2\u003e\n \u003cp\u003eConsultants In-A-Box approaches scheduling projects with a focus on measurable business outcomes. Our work begins with mapping your current booking workflow to find the real friction points—double bookings, high no-show times, manual intake steps, or fractured payment flows. That diagnosis guides a tailored configuration of Acuity to match your services, staff availability, pricing, intake requirements, and brand voice.\u003c\/p\u003e\n \u003cp\u003eWhere AI and automation deliver clear value, we design and implement agentic workflows. Practical examples we build include a conversational booking assistant that guides clients to the right service and completes the booking; a scheduling guardian that resolves conflicts and preserves priority bookings; a payments bot that enforces deposit rules and integrates audit logs for finance teams; and an analytics agent that recommends staffing changes based on seasonality and historical demand.\u003c\/p\u003e\n \u003cp\u003eImplementation emphasizes people as much as technology. We deliver training designed for non-technical staff, create concise governance rules so automations behave predictably as the business evolves, and provide documentation and handoff materials tailored to operations teams. Our goal is to ensure automation reduces cognitive load for staff, improves client experience, and scales with the organization—without introducing brittle dependencies.\u003c\/p\u003e\n\n \u003ch2\u003eFinal Overview\u003c\/h2\u003e\n \u003cp\u003eAcuity Scheduling is a practical, high-impact way to bring order to appointments—and when paired with AI integration and workflow automation it becomes a force multiplier for business efficiency. Centralized scheduling reduces conflicts and administrative time, while intelligent agents handle routine decisions, personalize client communications, and surface insights that guide better resourcing. For organizations looking to save time, reduce errors, and free staff to focus on higher-value work, combining a scheduling platform with thoughtful automation delivers clearer operations, healthier cash flow, and a better experience for clients and teams alike.\u003c\/p\u003e\n\n\u003c\/body\u003e","published_at":"2021-06-30T23:53:04-05:00","created_at":"2021-06-30T23:53:05-05:00","vendor":"consultantsinabox","type":"","tags":["Acuity"],"price":0,"price_min":0,"price_max":0,"available":true,"price_varies":false,"compare_at_price":null,"compare_at_price_min":0,"compare_at_price_max":0,"compare_at_price_varies":false,"variants":[{"id":39410898501701,"title":"Default Title","option1":"Default Title","option2":null,"option3":null,"sku":"","requires_shipping":true,"taxable":false,"featured_image":null,"available":true,"name":"Acuity","public_title":null,"options":["Default Title"],"price":0,"weight":0,"compare_at_price":null,"inventory_management":null,"barcode":"","requires_selling_plan":false,"selling_plan_allocations":[]}],"images":["\/\/consultantsinabox.com\/cdn\/shop\/products\/acuity_nosub_final-200x80.png?v=1625115194"],"featured_image":"\/\/consultantsinabox.com\/cdn\/shop\/products\/acuity_nosub_final-200x80.png?v=1625115194","options":["Title"],"media":[{"alt":null,"id":21064754266181,"position":1,"preview_image":{"aspect_ratio":2.5,"height":80,"width":200,"src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/acuity_nosub_final-200x80.png?v=1625115194"},"aspect_ratio":2.5,"height":80,"media_type":"image","src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/acuity_nosub_final-200x80.png?v=1625115194","width":200}],"requires_selling_plan":false,"selling_plan_groups":[],"content":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"utf-8\"\u003e\n \u003ctitle\u003eAcuity Scheduling | Consultants In-A-Box\u003c\/title\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1\"\u003e\n \u003cstyle\u003e\n body {\n font-family: Inter, \"Segoe UI\", Roboto, sans-serif;\n background: #ffffff;\n color: #1f2937;\n line-height: 1.7;\n margin: 0;\n padding: 48px;\n }\n h1 { font-size: 32px; margin-bottom: 16px; }\n h2 { font-size: 22px; margin-top: 32px; }\n p { margin: 12px 0; }\n ul { margin: 12px 0 12px 24px; }\n \/* No link styles: do not create or style anchors *\/\n \u003c\/style\u003e\n\n\n \u003ch1\u003eEffortless Appointment Scheduling That Saves Time and Delights Clients\u003c\/h1\u003e\n\n \u003cp\u003eAcuity Scheduling solves a deceptively expensive problem: the daily friction of booking, rescheduling, and reconciling appointments. It replaces phone tag, conflicting calendars, and manual reminders with a unified platform where clients can discover services, book times, pay, and receive tailored notifications. For small businesses, professional services, clinics, and studios, Acuity turns an administrative drain into a reliable, branded experience that supports growth.\u003c\/p\u003e\n \u003cp\u003eWhen Acuity is combined with AI integration and workflow automation, scheduling stops being just a utility and becomes a strategic lever. Automated rules, intelligent agents, and data-driven recommendations cut down no-shows, accelerate cash flow, and reduce the manual labor that gets in the way of client-facing work. The result is operational simplicity—and measurable business impact.\u003c\/p\u003e\n\n \u003ch2\u003eHow It Works\u003c\/h2\u003e\n \u003cp\u003eAcuity provides a configurable booking environment that mirrors how your business operates. You define services, set durations and prices, apply buffer times or capacity limits, and publish a booking interface clients can access anytime. Behind that interface, Acuity synchronizes with calendars, handles payments, and sends confirmations and reminders so appointments actually happen.\u003c\/p\u003e\n \u003cp\u003eAt its core, Acuity is a scheduling hub: it centralizes appointments across staff, locations, and services so conflicts are prevented automatically. It captures intake information, logs payments, and generates reports that reveal who is booked, what sells best, and where capacity is constrained. That centralization is the foundation for reducing administrative friction and enabling smarter operational decisions.\u003c\/p\u003e\n\n \u003ch2\u003eThe Power of AI \u0026amp; Agentic Automation\u003c\/h2\u003e\n \u003cp\u003eLayering AI and agentic automation on top of a scheduling hub converts reactive tasks into proactive operations. Instead of humans triaging every edge case, intelligent agents make sensible choices: they route requests, propose solutions, and perform routine actions with consistency. This reduces handoffs, minimizes errors, and creates a scheduling experience that anticipates real-life disruptions.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eSmart booking assistants: Conversational AI answers availability questions, suggests ideal times based on client preferences, and completes bookings without staff intervention—reducing friction and converting inquiries to appointments faster.\u003c\/li\u003e\n \u003cli\u003eScheduling guardian agents: These bots monitor calendar conflicts across teams and locations. When issues arise, they propose priority-aware alternatives or adjust lower-priority items automatically to preserve service continuity.\u003c\/li\u003e\n \u003cli\u003ePersonalized reminders and re-engagement: AI crafts reminder and follow-up messages tailored to client history and behavior, increasing attendance and encouraging repeat bookings through contextual prompts and offers.\u003c\/li\u003e\n \u003cli\u003ePayment and compliance automation: Workflow bots manage deposits, invoice generation, refunds, and policy enforcement consistently while recording audit trails for accounting and compliance needs.\u003c\/li\u003e\n \u003cli\u003eCapacity planning and demand forecasting: Analytics agents analyze booking patterns and recommend staffing adjustments, additional class sessions, or promotional windows to smooth demand and optimize utilization.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eReal-World Use Cases\u003c\/h2\u003e\n \u003cul\u003e\n \u003cli\u003eTherapy practice: Clients find open slots, book recurring sessions, and complete intake forms online. Automated reminders reduce late cancellations, secure payments capture session fees in advance, and AI-generated post-session messages help with retention and progress tracking.\u003c\/li\u003e\n \u003cli\u003eConsulting firm: Consultants keep personal calendars synced to Acuity while an automation engine prioritizes high-value clients, groups routine check-ins into cohort sessions, and triggers hiring alerts when utilization approaches capacity thresholds.\u003c\/li\u003e\n \u003cli\u003eFitness studio: Class capacities are enforced automatically; waitlists are managed by an agent that opens new sessions when demand spikes and sends targeted offers to frequent attendees for underfilled timeslots.\u003c\/li\u003e\n \u003cli\u003eField services: Appointment availability reflects technician location, certifications, and travel times. A routing agent minimizes drive time and proactively reschedules clients if a technician becomes unavailable, notifying everyone with clear, empathetic messaging.\u003c\/li\u003e\n \u003cli\u003eHealthcare clinics: Booking triggers intake forms, verifies insurance coverage, and collects co-pays ahead of appointments. Automated pre-visit checks reduce day-of paperwork and speed patient throughput, improving both experience and cash flow.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eBusiness Benefits\u003c\/h2\u003e\n \u003cp\u003eTreating scheduling as a strategic function—supported by AI agents and automation—unlocks improvements across operations, finance, and customer experience. The combination of a centralized scheduling platform and intelligent automation delivers outcomes that are visible in daily metrics and long-term growth.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eTime savings: Teams spend far fewer hours on back-and-forth scheduling, manual calendar updates, and intake reconciliation. Administrative staff can reallocate time to higher-value tasks like client outreach or service improvement.\u003c\/li\u003e\n \u003cli\u003eReduced no-shows and cancellations: Personalized, timely reminders and convenient rescheduling options lower missed appointments and increase revenue predictability.\u003c\/li\u003e\n \u003cli\u003eScalability without linear headcount growth: Standardized booking rules and automation allow businesses to increase appointment volume without proportionally increasing administrative staff.\u003c\/li\u003e\n \u003cli\u003eFewer errors and consistent enforcement of policies: Automation enforces buffer times, capacity limits, and payment rules so human mistakes—double-bookings, forgotten deposits, inconsistent refunds—drop dramatically.\u003c\/li\u003e\n \u003cli\u003eFaster cross-team collaboration: Shared calendars, synchronized bookings, and automated handoffs make it easier for teams to coordinate, cover shifts, and manage on-call rotations with fewer conflicts.\u003c\/li\u003e\n \u003cli\u003eImproved cash flow and pricing agility: Integrated payments, packages, and upsell prompts make it easier to capture deposits, sell bundles, and experiment with pricing strategies consistently.\u003c\/li\u003e\n \u003cli\u003eActionable insights for growth: Reporting and AI-driven analysis expose busy windows, underperforming services, and client segments that are ripe for retention or upsell campaigns—turning scheduling data into strategic decisions.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eHow Consultants In-A-Box Helps\u003c\/h2\u003e\n \u003cp\u003eConsultants In-A-Box approaches scheduling projects with a focus on measurable business outcomes. Our work begins with mapping your current booking workflow to find the real friction points—double bookings, high no-show times, manual intake steps, or fractured payment flows. That diagnosis guides a tailored configuration of Acuity to match your services, staff availability, pricing, intake requirements, and brand voice.\u003c\/p\u003e\n \u003cp\u003eWhere AI and automation deliver clear value, we design and implement agentic workflows. Practical examples we build include a conversational booking assistant that guides clients to the right service and completes the booking; a scheduling guardian that resolves conflicts and preserves priority bookings; a payments bot that enforces deposit rules and integrates audit logs for finance teams; and an analytics agent that recommends staffing changes based on seasonality and historical demand.\u003c\/p\u003e\n \u003cp\u003eImplementation emphasizes people as much as technology. We deliver training designed for non-technical staff, create concise governance rules so automations behave predictably as the business evolves, and provide documentation and handoff materials tailored to operations teams. Our goal is to ensure automation reduces cognitive load for staff, improves client experience, and scales with the organization—without introducing brittle dependencies.\u003c\/p\u003e\n\n \u003ch2\u003eFinal Overview\u003c\/h2\u003e\n \u003cp\u003eAcuity Scheduling is a practical, high-impact way to bring order to appointments—and when paired with AI integration and workflow automation it becomes a force multiplier for business efficiency. Centralized scheduling reduces conflicts and administrative time, while intelligent agents handle routine decisions, personalize client communications, and surface insights that guide better resourcing. For organizations looking to save time, reduce errors, and free staff to focus on higher-value work, combining a scheduling platform with thoughtful automation delivers clearer operations, healthier cash flow, and a better experience for clients and teams alike.\u003c\/p\u003e\n\n\u003c\/body\u003e"}

{"id":6615433117765,"title":"adam.ai","handle":"adam-ai","description":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"UTF-8\"\u003e\n \u003cmeta http-equiv=\"X-UA-Compatible\" content=\"IE=edge\"\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\"\u003e\n \u003ctitle\u003eEfficient Meeting Management with adam.ai\u003c\/title\u003e\n\n\n \u003csection\u003e\n \u003ch1\u003eMeeting Collaboration Made Effortless\u003c\/h1\u003e\n \u003cp\u003e\n Elevate your team's game with \u003cstrong\u003eadam.ai\u003c\/strong\u003e, the ultimate meeting management platform that seamlessly integrates with Zoom or Teams to transform your collaborative sessions. From meticulously structured agenda planning to real-time note-taking and actionable insights, discover a world where each meeting propels you closer to your objectives.\n \u003c\/p\u003e\n \n \u003ch2\u003eStructured Agenda Planning\u003c\/h2\u003e\n \u003cp\u003e\n Kickstart your meetings with purpose using adam.ai's precise agenda-timing feature, orchestrating the session's rhythm to ensure every topic is thoroughly explored. This meticulous planning carves out the optimum pathway for focused and effective discussions, laying the groundwork for a successful collaboration.\n \u003c\/p\u003e\n \n \u003ch2\u003eCollaborative Note-Taking\u003c\/h2\u003e\n \u003cp\u003e\n Keep the entire team engaged and in sync with shared note-taking that captures insights and action items as they unfold. adam.ai's real-time documenting ensures that everyone contributes and stays on track with the meeting's progression, enhancing productivity and participation.\n \u003c\/p\u003e\n \n \u003ch2\u003eAction Assignment with Accountability\u003c\/h2\u003e\n \u003cp\u003e\n Adieu to forgotten tasks and missed deadlines! adam.ai streamlines task delegation by assigning responsibilities and deadlines during the meeting. This crystal-clear display of accountability motivates team members to follow through with their commitments, driving your collective goals to fruition.\n \u003c\/p\u003e\n \n \u003ch2\u003eAutomated Meeting Minutes\u003c\/h2\u003e\n \u003cp\u003e\n Transform a chore into a charm with automated meeting minutes that bid farewell to the tediousness of manual documentation. adam.ai's intelligent summarization captures every crucial detail, providing a reliable record of decisions and discussions for future reference.\n \u003c\/p\u003e\n \n \u003ch3\u003eReady to Transform Your Meetings?\u003c\/h3\u003e\n \u003cp\u003e\n Don't let the thought of integrating new technology intimidate you. Allow \u003cstrong\u003eConsultants In-A-Box\u003c\/strong\u003e to facilitate a seamless transition to utilizing adam.ai. Our team of experts will ensure you harness the full potential of this groundbreaking platform, minimizing disruptions and setting you on a path to optimized meeting experiences.\n \u003c\/p\u003e\n \u003cp\u003e\n It's time to boost your team's productivity and redefine your meeting culture with adam.ai. Contact \u003cstrong\u003eConsultants In-A-Box\u003c\/strong\u003e for expert guidance and an effortless implementation process. Experience the revolution in collaboration – your key to unlocking unparalleled teamwork and success.\n \u003c\/p\u003e\n \u003c\/section\u003e\n\n\n```\u003c\/body\u003e","published_at":"2021-07-07T04:39:06-05:00","created_at":"2021-07-07T04:39:06-05:00","vendor":"consultantsinabox","type":"","tags":[],"price":0,"price_min":0,"price_max":0,"available":true,"price_varies":false,"compare_at_price":null,"compare_at_price_min":0,"compare_at_price_max":0,"compare_at_price_varies":false,"variants":[{"id":39417591660613,"title":"Default Title","option1":"Default Title","option2":null,"option3":null,"sku":"","requires_shipping":true,"taxable":true,"featured_image":null,"available":true,"name":"adam.ai","public_title":null,"options":["Default Title"],"price":0,"weight":0,"compare_at_price":null,"inventory_management":null,"barcode":"","requires_selling_plan":false,"selling_plan_allocations":[]}],"images":["\/\/consultantsinabox.com\/cdn\/shop\/products\/adam.ai.png?v=1625651175"],"featured_image":"\/\/consultantsinabox.com\/cdn\/shop\/products\/adam.ai.png?v=1625651175","options":["Title"],"media":[{"alt":null,"id":21101420740677,"position":1,"preview_image":{"aspect_ratio":1.0,"height":200,"width":200,"src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/adam.ai.png?v=1625651175"},"aspect_ratio":1.0,"height":200,"media_type":"image","src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/adam.ai.png?v=1625651175","width":200}],"requires_selling_plan":false,"selling_plan_groups":[],"content":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"UTF-8\"\u003e\n \u003cmeta http-equiv=\"X-UA-Compatible\" content=\"IE=edge\"\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\"\u003e\n \u003ctitle\u003eEfficient Meeting Management with adam.ai\u003c\/title\u003e\n\n\n \u003csection\u003e\n \u003ch1\u003eMeeting Collaboration Made Effortless\u003c\/h1\u003e\n \u003cp\u003e\n Elevate your team's game with \u003cstrong\u003eadam.ai\u003c\/strong\u003e, the ultimate meeting management platform that seamlessly integrates with Zoom or Teams to transform your collaborative sessions. From meticulously structured agenda planning to real-time note-taking and actionable insights, discover a world where each meeting propels you closer to your objectives.\n \u003c\/p\u003e\n \n \u003ch2\u003eStructured Agenda Planning\u003c\/h2\u003e\n \u003cp\u003e\n Kickstart your meetings with purpose using adam.ai's precise agenda-timing feature, orchestrating the session's rhythm to ensure every topic is thoroughly explored. This meticulous planning carves out the optimum pathway for focused and effective discussions, laying the groundwork for a successful collaboration.\n \u003c\/p\u003e\n \n \u003ch2\u003eCollaborative Note-Taking\u003c\/h2\u003e\n \u003cp\u003e\n Keep the entire team engaged and in sync with shared note-taking that captures insights and action items as they unfold. adam.ai's real-time documenting ensures that everyone contributes and stays on track with the meeting's progression, enhancing productivity and participation.\n \u003c\/p\u003e\n \n \u003ch2\u003eAction Assignment with Accountability\u003c\/h2\u003e\n \u003cp\u003e\n Adieu to forgotten tasks and missed deadlines! adam.ai streamlines task delegation by assigning responsibilities and deadlines during the meeting. This crystal-clear display of accountability motivates team members to follow through with their commitments, driving your collective goals to fruition.\n \u003c\/p\u003e\n \n \u003ch2\u003eAutomated Meeting Minutes\u003c\/h2\u003e\n \u003cp\u003e\n Transform a chore into a charm with automated meeting minutes that bid farewell to the tediousness of manual documentation. adam.ai's intelligent summarization captures every crucial detail, providing a reliable record of decisions and discussions for future reference.\n \u003c\/p\u003e\n \n \u003ch3\u003eReady to Transform Your Meetings?\u003c\/h3\u003e\n \u003cp\u003e\n Don't let the thought of integrating new technology intimidate you. Allow \u003cstrong\u003eConsultants In-A-Box\u003c\/strong\u003e to facilitate a seamless transition to utilizing adam.ai. Our team of experts will ensure you harness the full potential of this groundbreaking platform, minimizing disruptions and setting you on a path to optimized meeting experiences.\n \u003c\/p\u003e\n \u003cp\u003e\n It's time to boost your team's productivity and redefine your meeting culture with adam.ai. Contact \u003cstrong\u003eConsultants In-A-Box\u003c\/strong\u003e for expert guidance and an effortless implementation process. Experience the revolution in collaboration – your key to unlocking unparalleled teamwork and success.\n \u003c\/p\u003e\n \u003c\/section\u003e\n\n\n```\u003c\/body\u003e"}

{"id":6615440621637,"title":"AddSearch","handle":"addsearch","description":"\u003cp data-mce-fragment=\"1\"\u003eCertainly! AddSearch is an\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e\u003cstrong data-mce-fragment=\"1\"\u003eAI-powered site search\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003esolution that helps you optimize your internal search function and provide personalized results based on your customers’ interests. It is a comprehensive search solution that is tailored to any industry and can be fully implemented with technical support.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eAddSearch offers a range of features that can help you get more out of your website. Here are some of the benefits of using AddSearch:\u003c\/p\u003e\n\u003cul data-mce-fragment=\"1\"\u003e\n\u003cli data-mce-fragment=\"1\"\u003e\n\u003cstrong data-mce-fragment=\"1\"\u003eConvert 1.8x More Visitors with Accurate Site Search\u003c\/strong\u003e: Irrelevant search results can cost you. AddSearch’s AI-powered site search helps customers find personalized results based on their interests—fast.\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003e\n\u003cstrong data-mce-fragment=\"1\"\u003eGain a Competitive Advantage\u003c\/strong\u003e: By improving your user experience and discovery, you can outrank websites that aren’t using a site search solution.\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003e\n\u003cstrong data-mce-fragment=\"1\"\u003eIncrease Sales and Conversions\u003c\/strong\u003e: Help your customers find exactly what they’re looking for in a few clicks. Provide more relevant, semantic search results, and recommend suggestions that pique their interest.\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003e\n\u003cstrong data-mce-fragment=\"1\"\u003eReduce Helpdesk Pressure\u003c\/strong\u003e: Grow your customer self-service and reduce the pressure on your helpdesk and inbox. Empower customers to answer their own questions without having to contact support.\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003e\n\u003cstrong data-mce-fragment=\"1\"\u003eBetter Understand User Behavior\u003c\/strong\u003e: Identify trends or search hiccups that impact user behavior. Get insights into how your users navigate your site (without cookies), the search terms used, and the pages visited.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp data-mce-fragment=\"1\"\u003eAddSearch’s custom, scalable solution will help you reap these benefits for your website or application. The solution offers comprehensive search insights that provide data on keywords, clicks, and click-through rates, helping you understand and improve search performance. AddSearch also offers personalization ranking tools, auto synonyms, pinned results, and promotions.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eAddSearch is SOC 2 certified, iterating their dedication to data security and privacy. They are committed to providing a top-tier site search solution that prioritizes the protection of your valuable data. AddSearch boasts a stellar 99.99% service uptime, ensuring unparalleled reliability with Service Level Agreement (SLA).\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eAddSearch offers different pricing plans to suit your needs. Their Premium plan, priced at\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e\u003cstrong data-mce-fragment=\"1\"\u003e$499 per month\u003c\/strong\u003e, offers an advanced search solution for websites and e-commerce. It includes everything in the Professional plan, ranking tools, personalization, auto synonyms, and a unique search UI built by their developers and designers. The Premium plan also includes SLA and priority support.\u003c\/p\u003e","published_at":"2021-07-07T04:53:18-05:00","created_at":"2021-07-07T04:53:18-05:00","vendor":"consultantsinabox","type":"","tags":[],"price":0,"price_min":0,"price_max":0,"available":true,"price_varies":false,"compare_at_price":null,"compare_at_price_min":0,"compare_at_price_max":0,"compare_at_price_varies":false,"variants":[{"id":39417603260485,"title":"Default Title","option1":"Default Title","option2":null,"option3":null,"sku":null,"requires_shipping":true,"taxable":true,"featured_image":null,"available":true,"name":"AddSearch","public_title":null,"options":["Default Title"],"price":0,"weight":0,"compare_at_price":null,"inventory_management":null,"barcode":null,"requires_selling_plan":false,"selling_plan_allocations":[]}],"images":["\/\/consultantsinabox.com\/cdn\/shop\/products\/AddSearch.png?v=1625651756"],"featured_image":"\/\/consultantsinabox.com\/cdn\/shop\/products\/AddSearch.png?v=1625651756","options":["Title"],"media":[{"alt":null,"id":21101462945861,"position":1,"preview_image":{"aspect_ratio":1.029,"height":831,"width":855,"src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/AddSearch.png?v=1625651756"},"aspect_ratio":1.029,"height":831,"media_type":"image","src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/AddSearch.png?v=1625651756","width":855}],"requires_selling_plan":false,"selling_plan_groups":[],"content":"\u003cp data-mce-fragment=\"1\"\u003eCertainly! AddSearch is an\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e\u003cstrong data-mce-fragment=\"1\"\u003eAI-powered site search\u003c\/strong\u003e\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003esolution that helps you optimize your internal search function and provide personalized results based on your customers’ interests. It is a comprehensive search solution that is tailored to any industry and can be fully implemented with technical support.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eAddSearch offers a range of features that can help you get more out of your website. Here are some of the benefits of using AddSearch:\u003c\/p\u003e\n\u003cul data-mce-fragment=\"1\"\u003e\n\u003cli data-mce-fragment=\"1\"\u003e\n\u003cstrong data-mce-fragment=\"1\"\u003eConvert 1.8x More Visitors with Accurate Site Search\u003c\/strong\u003e: Irrelevant search results can cost you. AddSearch’s AI-powered site search helps customers find personalized results based on their interests—fast.\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003e\n\u003cstrong data-mce-fragment=\"1\"\u003eGain a Competitive Advantage\u003c\/strong\u003e: By improving your user experience and discovery, you can outrank websites that aren’t using a site search solution.\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003e\n\u003cstrong data-mce-fragment=\"1\"\u003eIncrease Sales and Conversions\u003c\/strong\u003e: Help your customers find exactly what they’re looking for in a few clicks. Provide more relevant, semantic search results, and recommend suggestions that pique their interest.\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003e\n\u003cstrong data-mce-fragment=\"1\"\u003eReduce Helpdesk Pressure\u003c\/strong\u003e: Grow your customer self-service and reduce the pressure on your helpdesk and inbox. Empower customers to answer their own questions without having to contact support.\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003e\n\u003cstrong data-mce-fragment=\"1\"\u003eBetter Understand User Behavior\u003c\/strong\u003e: Identify trends or search hiccups that impact user behavior. Get insights into how your users navigate your site (without cookies), the search terms used, and the pages visited.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp data-mce-fragment=\"1\"\u003eAddSearch’s custom, scalable solution will help you reap these benefits for your website or application. The solution offers comprehensive search insights that provide data on keywords, clicks, and click-through rates, helping you understand and improve search performance. AddSearch also offers personalization ranking tools, auto synonyms, pinned results, and promotions.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eAddSearch is SOC 2 certified, iterating their dedication to data security and privacy. They are committed to providing a top-tier site search solution that prioritizes the protection of your valuable data. AddSearch boasts a stellar 99.99% service uptime, ensuring unparalleled reliability with Service Level Agreement (SLA).\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eAddSearch offers different pricing plans to suit your needs. Their Premium plan, priced at\u003cspan data-mce-fragment=\"1\"\u003e \u003c\/span\u003e\u003cstrong data-mce-fragment=\"1\"\u003e$499 per month\u003c\/strong\u003e, offers an advanced search solution for websites and e-commerce. It includes everything in the Professional plan, ranking tools, personalization, auto synonyms, and a unique search UI built by their developers and designers. The Premium plan also includes SLA and priority support.\u003c\/p\u003e"}

{"id":4557534363717,"title":"ADP Payroll","handle":"adp-payroll","description":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"utf-8\"\u003e\n \u003ctitle\u003eADP Payroll and HR Integration | Consultants In-A-Box\u003c\/title\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1\"\u003e\n \u003cstyle\u003e\n body {\n font-family: Inter, \"Segoe UI\", Roboto, sans-serif;\n background: #ffffff;\n color: #1f2937;\n line-height: 1.7;\n margin: 0;\n padding: 48px;\n }\n h1 { font-size: 32px; margin-bottom: 16px; }\n h2 { font-size: 22px; margin-top: 32px; }\n p { margin: 12px 0; }\n ul { margin: 12px 0 12px 24px; }\n \/* No link styles: do not create or style anchors *\/\n \u003c\/style\u003e\n\n\n \u003ch1\u003eSimplify Payroll and HR Operations with ADP Integration and AI Automation\u003c\/h1\u003e\n\n \u003cp\u003eADP’s payroll and HR platform is a proven foundation for organizations that want reliable pay, benefits administration, and compliance at scale. When ADP is connected to the rest of your technology stack and augmented with AI integration and workflow automation, it stops being a siloed system and becomes the engine that powers efficient HR and payroll operations. The practical result is fewer manual handoffs, cleaner data, and predictable outcomes that leaders can plan around.\u003c\/p\u003e\n \u003cp\u003eBeyond routine processing, integrating ADP with intelligent automation helps teams move from reactive firefighting to proactive workforce management. Automations and AI agents take care of repetitive tasks, enforce rules consistently, and surface the right exceptions for human review — freeing HR, payroll, and finance professionals to focus on strategy, employee experience, and operational improvements that drive business efficiency.\u003c\/p\u003e\n\n \u003ch2\u003eHow It Works\u003c\/h2\u003e\n \u003cp\u003eThink of integration as creating a smooth conveyor belt for people data. Schedules, time entries, new-hire information, benefits elections, and payroll deductions flow into ADP from other systems — workforce scheduling, recruiting platforms, time clocks, and accounting tools — without repeated data entry. That flow reduces lag, avoids transcription mistakes, and ensures the numbers that land in payroll match the facts on the ground.\u003c\/p\u003e\n \u003cp\u003eAutomation layers enforce business rules as data moves. Rules like overtime thresholds, local tax jurisdictions, retroactive pay adjustments, and benefit eligibility are applied consistently so exceptions are caught early. When something unusual happens — a missed punch, a change in tax status, or a delayed benefits enrollment — the system flags it and either resolves it automatically (if rules are clear) or routes it to a human with context and suggested fixes. This reduces back-and-forth and shortens payroll cycles.\u003c\/p\u003e\n\n \u003ch2\u003eThe Power of AI \u0026amp; Agentic Automation\u003c\/h2\u003e\n \u003cp\u003eAI agents add judgment and autonomy to the mechanical flow of data. Instead of only transferring fields between systems, AI interprets patterns, predicts issues before they occur, and can take multi-step actions across platforms on behalf of teams. Agentic automation turns disparate tools into a coordinated process that learns and improves over time.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eIntelligent data reconciliation — AI agents automatically match timecard entries with payroll lines, detect mismatches, and propose corrective actions so payroll is accurate before it runs.\u003c\/li\u003e\n \u003cli\u003eAutomated compliance monitoring — agents keep an eye on rule changes and local variations, flagging possible noncompliance such as misclassification or incorrect tax withholding.\u003c\/li\u003e\n \u003cli\u003eProactive exception handling — bots resolve routine issues (like missed punches or duplicate deductions) and escalate only the truly complex cases to payroll specialists.\u003c\/li\u003e\n \u003cli\u003eConversational HR assistants — AI chatbots answer employee questions about pay, PTO, and benefits, and can trigger workflows (for example, start a payroll correction) when appropriate.\u003c\/li\u003e\n \u003cli\u003ePredictive staffing and cost insights — machine learning models identify trends in overtime, churn risk, and benefits utilization so leaders can budget and staff more smartly.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eReal-World Use Cases\u003c\/h2\u003e\n \u003cul\u003e\n \u003cli\u003eSmall business payroll automation: A regional retailer integrates ADP with its shift scheduling app and time clocks. An AI agent validates breaks and overlapping shifts, reducing payroll preparation from a half-day to a few minutes each pay period.\u003c\/li\u003e\n \u003cli\u003eBenefits orchestration for mid-sized firms: During open enrollment, an AI assistant offers personalized plan recommendations, captures elections, and automatically updates ADP and accounting systems so deductions post correctly without manual spreadsheets.\u003c\/li\u003e\n \u003cli\u003eGlobal payroll coordination at scale: A manufacturer with employees in multiple countries normalizes inputs through an orchestration layer that feeds ADP. Agentic automation applies country-specific rules, performs currency conversions, and builds consolidated reports for finance leaders.\u003c\/li\u003e\n \u003cli\u003eRecruiting-to-payroll handoff: When a candidate accepts an offer, an automated workflow creates the employee record, triggers background checks, configures tax settings, enrolls benefits, and places the person into the next payroll cycle — dramatically shortening time-to-pay for new hires.\u003c\/li\u003e\n \u003cli\u003eAudit-ready recordkeeping: An automated compliance agent captures every change and approval in an immutable log. During audits, finance teams can produce consistent, well-documented trails in a fraction of the time previously required.\u003c\/li\u003e\n \u003cli\u003eException triage and root-cause reduction: A healthcare provider uses agents to analyze recurring payroll exceptions, identify the underlying causes (for example, scheduling policy misconfigurations), and suggest process changes that eliminate the issue at source.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eBusiness Benefits\u003c\/h2\u003e\n \u003cp\u003eIntegrating ADP with AI-driven automation delivers measurable improvements across operational speed, accuracy, and strategic visibility. The benefits extend beyond payroll processing to better collaboration and more confident decision-making.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eTime savings — Routine tasks that once took hours or days are completed in minutes. Payroll closes faster, onboarding is shorter, and HR no longer spends time reconciling spreadsheets.\u003c\/li\u003e\n \u003cli\u003eReduced errors — Automated validations and consistent application of policy cut down on costly mistakes, payroll re-runs, and compliance penalties.\u003c\/li\u003e\n \u003cli\u003eScalability — Automated processes scale with headcount and geography so administrative cost growth is minimized even as the organization expands.\u003c\/li\u003e\n \u003cli\u003eImproved collaboration — Synchronized data creates a single source of truth for HR, payroll, finance, and operations, reducing friction and accelerating decisions.\u003c\/li\u003e\n \u003cli\u003eEmployee empowerment — Conversational assistants and self-service workflows give employees fast answers and reduce HR workload, improving satisfaction and retention.\u003c\/li\u003e\n \u003cli\u003ePredictable costs and insights — Advanced reporting and predictive analytics reveal cost drivers (like overtime hotspots or benefits leakage) and support proactive interventions that improve margins.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eHow Consultants In-A-Box Helps\u003c\/h2\u003e\n \u003cp\u003eOur approach starts with business goals, not technology for technology’s sake. We map your end-to-end HR and payroll processes to find where manual work and data gaps create the most risk or drag on productivity. That discovery phase informs an integration blueprint that connects ADP to recruiting systems, timekeeping, accounting, and analytics platforms in a way that supports current needs and future growth.\u003c\/p\u003e\n \u003cp\u003eWe design AI integration and workflow automation with clear boundaries and human oversight. That includes configuring ADP, implementing secure data flows, training AI agents to handle routine exceptions, and building conversational assistants for employees. We emphasize transparency: automated actions include contextual logs and review points so teams retain control and auditors can trace decisions.\u003c\/p\u003e\n \u003cp\u003eAdoption is as important as deployment. Consultants In-A-Box works with stakeholders to embed new processes into daily operations — creating role-based dashboards, training HR and payroll staff, and setting up ongoing monitoring so leaders can see automation impact in terms they care about: time saved, error reduction, and cost avoidance. For organizations tackling global complexity, we add governance layers to align local compliance with centralized reporting and audit needs.\u003c\/p\u003e\n\n \u003ch2\u003eClosing Summary\u003c\/h2\u003e\n \u003cp\u003eIntegrating ADP with AI-powered automation turns payroll and HR from a recurring administrative burden into a strategic, reliable system. Organizations gain faster payroll cycles, fewer errors, and clearer insight into workforce costs and risks. AI agents handle routine exceptions, conversational assistants improve employee experience, and automated reconciliation keeps data clean—together enabling teams to focus on higher-value work and leaders to make more informed decisions that support growth and operational resilience.\u003c\/p\u003e\n\n\u003c\/body\u003e","published_at":"2020-09-04T11:05:07-05:00","created_at":"2020-09-04T11:05:05-05:00","vendor":"consultantsinabox","type":"","tags":[],"price":0,"price_min":0,"price_max":0,"available":true,"price_varies":false,"compare_at_price":null,"compare_at_price_min":0,"compare_at_price_max":0,"compare_at_price_varies":false,"variants":[{"id":31824309420101,"title":"Default Title","option1":"Default Title","option2":null,"option3":null,"sku":"","requires_shipping":true,"taxable":false,"featured_image":null,"available":true,"name":"ADP Payroll","public_title":null,"options":["Default Title"],"price":0,"weight":0,"compare_at_price":null,"inventory_management":null,"barcode":"","requires_selling_plan":false,"selling_plan_allocations":[]}],"images":["\/\/consultantsinabox.com\/cdn\/shop\/products\/adp.png?v=1599235508"],"featured_image":"\/\/consultantsinabox.com\/cdn\/shop\/products\/adp.png?v=1599235508","options":["Title"],"media":[{"alt":null,"id":6819086565445,"position":1,"preview_image":{"aspect_ratio":2.184,"height":152,"width":332,"src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/adp.png?v=1599235508"},"aspect_ratio":2.184,"height":152,"media_type":"image","src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/adp.png?v=1599235508","width":332}],"requires_selling_plan":false,"selling_plan_groups":[],"content":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"utf-8\"\u003e\n \u003ctitle\u003eADP Payroll and HR Integration | Consultants In-A-Box\u003c\/title\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1\"\u003e\n \u003cstyle\u003e\n body {\n font-family: Inter, \"Segoe UI\", Roboto, sans-serif;\n background: #ffffff;\n color: #1f2937;\n line-height: 1.7;\n margin: 0;\n padding: 48px;\n }\n h1 { font-size: 32px; margin-bottom: 16px; }\n h2 { font-size: 22px; margin-top: 32px; }\n p { margin: 12px 0; }\n ul { margin: 12px 0 12px 24px; }\n \/* No link styles: do not create or style anchors *\/\n \u003c\/style\u003e\n\n\n \u003ch1\u003eSimplify Payroll and HR Operations with ADP Integration and AI Automation\u003c\/h1\u003e\n\n \u003cp\u003eADP’s payroll and HR platform is a proven foundation for organizations that want reliable pay, benefits administration, and compliance at scale. When ADP is connected to the rest of your technology stack and augmented with AI integration and workflow automation, it stops being a siloed system and becomes the engine that powers efficient HR and payroll operations. The practical result is fewer manual handoffs, cleaner data, and predictable outcomes that leaders can plan around.\u003c\/p\u003e\n \u003cp\u003eBeyond routine processing, integrating ADP with intelligent automation helps teams move from reactive firefighting to proactive workforce management. Automations and AI agents take care of repetitive tasks, enforce rules consistently, and surface the right exceptions for human review — freeing HR, payroll, and finance professionals to focus on strategy, employee experience, and operational improvements that drive business efficiency.\u003c\/p\u003e\n\n \u003ch2\u003eHow It Works\u003c\/h2\u003e\n \u003cp\u003eThink of integration as creating a smooth conveyor belt for people data. Schedules, time entries, new-hire information, benefits elections, and payroll deductions flow into ADP from other systems — workforce scheduling, recruiting platforms, time clocks, and accounting tools — without repeated data entry. That flow reduces lag, avoids transcription mistakes, and ensures the numbers that land in payroll match the facts on the ground.\u003c\/p\u003e\n \u003cp\u003eAutomation layers enforce business rules as data moves. Rules like overtime thresholds, local tax jurisdictions, retroactive pay adjustments, and benefit eligibility are applied consistently so exceptions are caught early. When something unusual happens — a missed punch, a change in tax status, or a delayed benefits enrollment — the system flags it and either resolves it automatically (if rules are clear) or routes it to a human with context and suggested fixes. This reduces back-and-forth and shortens payroll cycles.\u003c\/p\u003e\n\n \u003ch2\u003eThe Power of AI \u0026amp; Agentic Automation\u003c\/h2\u003e\n \u003cp\u003eAI agents add judgment and autonomy to the mechanical flow of data. Instead of only transferring fields between systems, AI interprets patterns, predicts issues before they occur, and can take multi-step actions across platforms on behalf of teams. Agentic automation turns disparate tools into a coordinated process that learns and improves over time.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eIntelligent data reconciliation — AI agents automatically match timecard entries with payroll lines, detect mismatches, and propose corrective actions so payroll is accurate before it runs.\u003c\/li\u003e\n \u003cli\u003eAutomated compliance monitoring — agents keep an eye on rule changes and local variations, flagging possible noncompliance such as misclassification or incorrect tax withholding.\u003c\/li\u003e\n \u003cli\u003eProactive exception handling — bots resolve routine issues (like missed punches or duplicate deductions) and escalate only the truly complex cases to payroll specialists.\u003c\/li\u003e\n \u003cli\u003eConversational HR assistants — AI chatbots answer employee questions about pay, PTO, and benefits, and can trigger workflows (for example, start a payroll correction) when appropriate.\u003c\/li\u003e\n \u003cli\u003ePredictive staffing and cost insights — machine learning models identify trends in overtime, churn risk, and benefits utilization so leaders can budget and staff more smartly.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eReal-World Use Cases\u003c\/h2\u003e\n \u003cul\u003e\n \u003cli\u003eSmall business payroll automation: A regional retailer integrates ADP with its shift scheduling app and time clocks. An AI agent validates breaks and overlapping shifts, reducing payroll preparation from a half-day to a few minutes each pay period.\u003c\/li\u003e\n \u003cli\u003eBenefits orchestration for mid-sized firms: During open enrollment, an AI assistant offers personalized plan recommendations, captures elections, and automatically updates ADP and accounting systems so deductions post correctly without manual spreadsheets.\u003c\/li\u003e\n \u003cli\u003eGlobal payroll coordination at scale: A manufacturer with employees in multiple countries normalizes inputs through an orchestration layer that feeds ADP. Agentic automation applies country-specific rules, performs currency conversions, and builds consolidated reports for finance leaders.\u003c\/li\u003e\n \u003cli\u003eRecruiting-to-payroll handoff: When a candidate accepts an offer, an automated workflow creates the employee record, triggers background checks, configures tax settings, enrolls benefits, and places the person into the next payroll cycle — dramatically shortening time-to-pay for new hires.\u003c\/li\u003e\n \u003cli\u003eAudit-ready recordkeeping: An automated compliance agent captures every change and approval in an immutable log. During audits, finance teams can produce consistent, well-documented trails in a fraction of the time previously required.\u003c\/li\u003e\n \u003cli\u003eException triage and root-cause reduction: A healthcare provider uses agents to analyze recurring payroll exceptions, identify the underlying causes (for example, scheduling policy misconfigurations), and suggest process changes that eliminate the issue at source.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eBusiness Benefits\u003c\/h2\u003e\n \u003cp\u003eIntegrating ADP with AI-driven automation delivers measurable improvements across operational speed, accuracy, and strategic visibility. The benefits extend beyond payroll processing to better collaboration and more confident decision-making.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eTime savings — Routine tasks that once took hours or days are completed in minutes. Payroll closes faster, onboarding is shorter, and HR no longer spends time reconciling spreadsheets.\u003c\/li\u003e\n \u003cli\u003eReduced errors — Automated validations and consistent application of policy cut down on costly mistakes, payroll re-runs, and compliance penalties.\u003c\/li\u003e\n \u003cli\u003eScalability — Automated processes scale with headcount and geography so administrative cost growth is minimized even as the organization expands.\u003c\/li\u003e\n \u003cli\u003eImproved collaboration — Synchronized data creates a single source of truth for HR, payroll, finance, and operations, reducing friction and accelerating decisions.\u003c\/li\u003e\n \u003cli\u003eEmployee empowerment — Conversational assistants and self-service workflows give employees fast answers and reduce HR workload, improving satisfaction and retention.\u003c\/li\u003e\n \u003cli\u003ePredictable costs and insights — Advanced reporting and predictive analytics reveal cost drivers (like overtime hotspots or benefits leakage) and support proactive interventions that improve margins.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eHow Consultants In-A-Box Helps\u003c\/h2\u003e\n \u003cp\u003eOur approach starts with business goals, not technology for technology’s sake. We map your end-to-end HR and payroll processes to find where manual work and data gaps create the most risk or drag on productivity. That discovery phase informs an integration blueprint that connects ADP to recruiting systems, timekeeping, accounting, and analytics platforms in a way that supports current needs and future growth.\u003c\/p\u003e\n \u003cp\u003eWe design AI integration and workflow automation with clear boundaries and human oversight. That includes configuring ADP, implementing secure data flows, training AI agents to handle routine exceptions, and building conversational assistants for employees. We emphasize transparency: automated actions include contextual logs and review points so teams retain control and auditors can trace decisions.\u003c\/p\u003e\n \u003cp\u003eAdoption is as important as deployment. Consultants In-A-Box works with stakeholders to embed new processes into daily operations — creating role-based dashboards, training HR and payroll staff, and setting up ongoing monitoring so leaders can see automation impact in terms they care about: time saved, error reduction, and cost avoidance. For organizations tackling global complexity, we add governance layers to align local compliance with centralized reporting and audit needs.\u003c\/p\u003e\n\n \u003ch2\u003eClosing Summary\u003c\/h2\u003e\n \u003cp\u003eIntegrating ADP with AI-powered automation turns payroll and HR from a recurring administrative burden into a strategic, reliable system. Organizations gain faster payroll cycles, fewer errors, and clearer insight into workforce costs and risks. AI agents handle routine exceptions, conversational assistants improve employee experience, and automated reconciliation keeps data clean—together enabling teams to focus on higher-value work and leaders to make more informed decisions that support growth and operational resilience.\u003c\/p\u003e\n\n\u003c\/body\u003e"}

{"id":4652914966597,"title":"AdvancedMD","handle":"advancedmd","description":"\u003cbody\u003e\n\n\n \u003ctitle\u003eAdvancedMD - Medical Office Software Solutions\u003c\/title\u003e\n\n\n \u003cdiv class=\"service-description\"\u003e\n \u003ch1\u003eAdvancedMD: Premier Medical Office Software\u003c\/h1\u003e\n \u003cp\u003e\n \u003cstrong\u003eAdvancedMD\u003c\/strong\u003e is the epitome of future-forward medical office software, \n offering a robust suite of tools designed to streamline and automate the intricacies of medical workflow processes. \n With secure and easy access to vital records—powered entirely by \u003cstrong\u003ecloud technology\u003c\/strong\u003e, \n you can ensure that your practice operations are seamless across multiple locations.\n \u003c\/p\u003e\n\n \u003ch2\u003eInterconnected Workflow\u003c\/h2\u003e\n \u003cp\u003e\n The software is equipped with specially crafted tools for various roles within a medical practice—encompassing \n schedule management, charting, billing, and nurturing patient relationships. All of these essential components \n are integrated into a smart, secure dashboard for disruption-free care continuity.\n \u003c\/p\u003e\n\n \u003ch2\u003eCentralized Medical Billing Software\u003c\/h2\u003e\n \u003cp\u003e\n \u003cstrong\u003eAdvancedMD\u003c\/strong\u003e delivers a superior experience in medical billing with its A\/R tracing features \n and a powerful clearinghouse. Simplify the process of payment collection and eligibility checks with just \n a single click using the integrated platform that streamlines your medical billing and scheduling operations.\n \u003c\/p\u003e\n\n \u003ch2\u003eRevenue Cycle Management Services (RCM)\u003c\/h2\u003e\n \u003cp\u003e\n Opt for the full-service RCM solution to offload cumbersome billing tasks, allowing you to prioritize practice growth. \n AdvancedMD's RCM experts will adeptly manage unpaid claims, perform secondary filings, and tackle exclusions and denials, \n ensuring that your cash flow remains undisturbed.\n \u003c\/p\u003e\n\n \u003ch2\u003eReporting and Analytics\u003c\/h2\u003e\n \u003cp\u003e\n With AdvancedMD's incredibly detailed reporting and analytic tools, you can unlock timely insights and optimize \n your practice's financial performance. Plus, managing multiple providers and locations becomes effortless with \n a unified database and a single user login.\n \u003c\/p\u003e\n\n \u003ch2\u003eEHR Software\u003c\/h2\u003e\n \u003cp\u003e\n Experience an Electronic Health Records system that enhances your clinical decision-making with task prioritization, \n patient cards, and a physician dashboard designed to create more personalized healthcare experiences.\n \u003c\/p\u003e\n\n \u003ch2\u003eMobile Access and Customization\u003c\/h2\u003e\n \u003cp\u003e\n Access your practice data securely, even on the go, with AdvancedMD's mobile app solutions. Customize templates \n to your practice's unique needs, streamlining your documentation process to allow more time for patient care.\n \u003c\/p\u003e\n\n \u003ch2\u003eePrescribing\u003c\/h2\u003e\n \u003cp\u003e\n The ePrescribing feature refines the prescription process, eliminating the risks that come with paper prescriptions \n by providing real-time data access and conflict alerts, ultimately enhancing patient safety.\n \u003c\/p\u003e\n\n \u003ch2\u003ePatient Experience Optimization\u003c\/h2\u003e\n \u003cp\u003e\n AdvancedMD not only improves practice management but also elevates the patient experience, from efficient scheduling \n and check-ins to telemedicine and an interactive patient portal. By automating routine processes, patients enjoy a \n much smoother encounter with your practice.\n \u003c\/p\u003e\n\n \u003cp\u003eFor those looking to implement these strategies and take advantage of AdvancedMD's impressive arsenal of tools, \n \u003cstrong\u003eConsultants In-A-Box\u003c\/strong\u003e are ready to assist. Our team will guide you through integrating these powerful solutions, \n ensuring you fully leverage the software's capabilities for a more efficient and profitable practice.\u003c\/p\u003e\n\n \u003c\/div\u003e\n\n\n```\u003c\/body\u003e","published_at":"2021-01-11T12:53:52-06:00","created_at":"2021-01-11T12:53:52-06:00","vendor":"consultantsinabox","type":"","tags":[],"price":0,"price_min":0,"price_max":0,"available":true,"price_varies":false,"compare_at_price":null,"compare_at_price_min":0,"compare_at_price_max":0,"compare_at_price_varies":false,"variants":[{"id":32029295542341,"title":"Default Title","option1":"Default Title","option2":null,"option3":null,"sku":"","requires_shipping":false,"taxable":true,"featured_image":null,"available":true,"name":"AdvancedMD","public_title":null,"options":["Default Title"],"price":0,"weight":0,"compare_at_price":null,"inventory_management":null,"barcode":"","requires_selling_plan":false,"selling_plan_allocations":[]}],"images":["\/\/consultantsinabox.com\/cdn\/shop\/products\/AdvancedMD.png?v=1610391234"],"featured_image":"\/\/consultantsinabox.com\/cdn\/shop\/products\/AdvancedMD.png?v=1610391234","options":["Title"],"media":[{"alt":null,"id":7495878770757,"position":1,"preview_image":{"aspect_ratio":4.95,"height":101,"width":500,"src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/AdvancedMD.png?v=1610391234"},"aspect_ratio":4.95,"height":101,"media_type":"image","src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/AdvancedMD.png?v=1610391234","width":500}],"requires_selling_plan":false,"selling_plan_groups":[],"content":"\u003cbody\u003e\n\n\n \u003ctitle\u003eAdvancedMD - Medical Office Software Solutions\u003c\/title\u003e\n\n\n \u003cdiv class=\"service-description\"\u003e\n \u003ch1\u003eAdvancedMD: Premier Medical Office Software\u003c\/h1\u003e\n \u003cp\u003e\n \u003cstrong\u003eAdvancedMD\u003c\/strong\u003e is the epitome of future-forward medical office software, \n offering a robust suite of tools designed to streamline and automate the intricacies of medical workflow processes. \n With secure and easy access to vital records—powered entirely by \u003cstrong\u003ecloud technology\u003c\/strong\u003e, \n you can ensure that your practice operations are seamless across multiple locations.\n \u003c\/p\u003e\n\n \u003ch2\u003eInterconnected Workflow\u003c\/h2\u003e\n \u003cp\u003e\n The software is equipped with specially crafted tools for various roles within a medical practice—encompassing \n schedule management, charting, billing, and nurturing patient relationships. All of these essential components \n are integrated into a smart, secure dashboard for disruption-free care continuity.\n \u003c\/p\u003e\n\n \u003ch2\u003eCentralized Medical Billing Software\u003c\/h2\u003e\n \u003cp\u003e\n \u003cstrong\u003eAdvancedMD\u003c\/strong\u003e delivers a superior experience in medical billing with its A\/R tracing features \n and a powerful clearinghouse. Simplify the process of payment collection and eligibility checks with just \n a single click using the integrated platform that streamlines your medical billing and scheduling operations.\n \u003c\/p\u003e\n\n \u003ch2\u003eRevenue Cycle Management Services (RCM)\u003c\/h2\u003e\n \u003cp\u003e\n Opt for the full-service RCM solution to offload cumbersome billing tasks, allowing you to prioritize practice growth. \n AdvancedMD's RCM experts will adeptly manage unpaid claims, perform secondary filings, and tackle exclusions and denials, \n ensuring that your cash flow remains undisturbed.\n \u003c\/p\u003e\n\n \u003ch2\u003eReporting and Analytics\u003c\/h2\u003e\n \u003cp\u003e\n With AdvancedMD's incredibly detailed reporting and analytic tools, you can unlock timely insights and optimize \n your practice's financial performance. Plus, managing multiple providers and locations becomes effortless with \n a unified database and a single user login.\n \u003c\/p\u003e\n\n \u003ch2\u003eEHR Software\u003c\/h2\u003e\n \u003cp\u003e\n Experience an Electronic Health Records system that enhances your clinical decision-making with task prioritization, \n patient cards, and a physician dashboard designed to create more personalized healthcare experiences.\n \u003c\/p\u003e\n\n \u003ch2\u003eMobile Access and Customization\u003c\/h2\u003e\n \u003cp\u003e\n Access your practice data securely, even on the go, with AdvancedMD's mobile app solutions. Customize templates \n to your practice's unique needs, streamlining your documentation process to allow more time for patient care.\n \u003c\/p\u003e\n\n \u003ch2\u003eePrescribing\u003c\/h2\u003e\n \u003cp\u003e\n The ePrescribing feature refines the prescription process, eliminating the risks that come with paper prescriptions \n by providing real-time data access and conflict alerts, ultimately enhancing patient safety.\n \u003c\/p\u003e\n\n \u003ch2\u003ePatient Experience Optimization\u003c\/h2\u003e\n \u003cp\u003e\n AdvancedMD not only improves practice management but also elevates the patient experience, from efficient scheduling \n and check-ins to telemedicine and an interactive patient portal. By automating routine processes, patients enjoy a \n much smoother encounter with your practice.\n \u003c\/p\u003e\n\n \u003cp\u003eFor those looking to implement these strategies and take advantage of AdvancedMD's impressive arsenal of tools, \n \u003cstrong\u003eConsultants In-A-Box\u003c\/strong\u003e are ready to assist. Our team will guide you through integrating these powerful solutions, \n ensuring you fully leverage the software's capabilities for a more efficient and profitable practice.\u003c\/p\u003e\n\n \u003c\/div\u003e\n\n\n```\u003c\/body\u003e"}

{"id":6612768915525,"title":"Aircall","handle":"aircall","description":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"utf-8\"\u003e\n \u003ctitle\u003eAircall Services | Consultants In-A-Box\u003c\/title\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1\"\u003e\n \u003cstyle\u003e\n body {\n font-family: Inter, \"Segoe UI\", Roboto, sans-serif;\n background: #ffffff;\n color: #1f2937;\n line-height: 1.7;\n margin: 0;\n padding: 48px;\n }\n h1 { font-size: 32px; margin-bottom: 16px; }\n h2 { font-size: 22px; margin-top: 32px; }\n p { margin: 12px 0; }\n ul { margin: 12px 0 12px 24px; }\n \/* No link styles: do not create or style anchors *\/\n \u003c\/style\u003e\n\n\n \u003ch1\u003eRevolutionize Customer Communication with Aircall, AI Integration, and Workflow Automation\u003c\/h1\u003e\n\n \u003cp\u003eAircall is a cloud-first phone system designed to make voice interactions part of your broader business workflow instead of a disconnected silo. It provides business phone numbers, intelligent call routing, recording, and dialing tools that plug directly into CRMs, helpdesks, and collaboration apps—so every call becomes part of a customer's story rather than a one-off event.\u003c\/p\u003e\n \u003cp\u003eFor operations leaders, what matters is impact: faster onboarding for new agents, fewer manual entries, clearer context for every conversation, and smoother coordination between sales, support, and success teams. When Aircall is combined with AI integration and workflow automation, phone-based work shifts from manual, error-prone tasks into measurable, repeatable processes that drive business efficiency and better customer outcomes.\u003c\/p\u003e\n\n \u003ch2\u003eHow It Works\u003c\/h2\u003e\n \u003cp\u003eAt a high level, Aircall acts as the hub that captures voice interactions and translates them into structured information that your other systems can use. It provides cloud numbers, IVR, smart routing, call recording, and productivity tools like power dialing. Those features connect with CRM and helpdesk platforms so calls are automatically linked to contacts, opportunities, and tickets.\u003c\/p\u003e\n \u003cp\u003eIntegration is focused on practical business outcomes: incoming calls can pull up a customer record on an agent’s screen, outbound calls can update opportunity timelines, and call events can trigger follow-up activities without manual entry. Administrators configure routing rules, hours of operation, and escalation paths, while automation rules determine what happens after the call—create a ticket, schedule a demo, or update a subscription record—so voice becomes part of an orchestrated workflow across systems.\u003c\/p\u003e\n\n \u003ch2\u003eThe Power of AI \u0026amp; Agentic Automation\u003c\/h2\u003e\n \u003cp\u003eAdding AI agents to Aircall elevates simple integrations into proactive automation. Instead of relying on humans to transcribe notes and create follow-ups, AI can listen, understand intent, extract tasks, and trigger downstream processes. Agentic automation goes further: intelligent bots don’t just perform single tasks—they make decisions, coordinate systems, and take multi-step actions on behalf of teams while following guardrails you set.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eReal-time call summarization and intelligent note-taking that create clean CRM entries automatically, reducing manual data entry and improving record accuracy.\u003c\/li\u003e\n \u003cli\u003eAI-driven routing that sends calls to the best available specialist based on intent, customer value, language, or historical interactions—improving first-contact resolution.\u003c\/li\u003e\n \u003cli\u003eAutomated compliance and quality checks that surface risky conversations, flag missing disclosures, and generate audit-ready logs.\u003c\/li\u003e\n \u003cli\u003eWorkflow automation that converts call outcomes into scheduled follow-ups, support tickets, or sales tasks without manual handoffs, speeding time-to-action.\u003c\/li\u003e\n \u003cli\u003eSentiment and churn risk scoring from voice analytics to prioritize high-value retention conversations and escalate urgent issues to senior staff.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eReal-World Use Cases\u003c\/h2\u003e\n \u003cul\u003e\n \u003cli\u003eSales teams using power dialing with AI-assisted notes: reps focus on conversations while AI captures key points, updates opportunity stages, and schedules next steps—cutting after-call work by tens of minutes per rep each day.\u003c\/li\u003e\n \u003cli\u003eSupport centers that auto-classify calls: AI listens for intent and urgency, generates ticket drafts with suggested troubleshooting, and assigns them to the right queue—reducing resolution times and repeat escalations.\u003c\/li\u003e\n \u003cli\u003eCustomer success teams tracking account health: voice analytics surface negative sentiment during check-ins and trigger tailored retention workflows so teams can intervene proactively.\u003c\/li\u003e\n \u003cli\u003eCompliance-focused organizations automating redaction and transcription: sensitive information is masked, transcripts are stored with metadata, and compliance reports are generated automatically for audits.\u003c\/li\u003e\n \u003cli\u003eDistributed operations consolidating phone systems: regional offices forward calls into a single cloud platform where AI enforces consistent scripts, routing, and reporting—improving service parity across locations.\u003c\/li\u003e\n \u003cli\u003eHybrid human-AI assistants that handle routine inquiries (hours, account status) by voice, then hand off complex issues to humans with a complete context packet, reducing hold times and manual recap.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eBusiness Benefits\u003c\/h2\u003e\n \u003cp\u003eBringing Aircall together with AI integration and workflow automation produces measurable improvements across efficiency, customer experience, and operational scalability. The emphasis is on turning conversations into usable data and trusted actions that scale with your business.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eTime savings: Automated summaries, structured notes, and pre-populated tickets cut after-call work significantly, freeing agents for higher-value interactions and reducing burnout.\u003c\/li\u003e\n \u003cli\u003eImproved first-contact resolution: Intent-aware routing and better context reduce transfers and repeat contacts, raising customer satisfaction and lowering cost per interaction.\u003c\/li\u003e\n \u003cli\u003eScalability without heavy capex: Cloud telephony and agentic automation scale with demand, enabling growth into new markets or product lines without complex hardware or long procurement cycles.\u003c\/li\u003e\n \u003cli\u003eReduced errors and stronger compliance: Automated transcript capture, policy checks, and redaction reduce human error and make audits faster and less disruptive.\u003c\/li\u003e\n \u003cli\u003eData-driven operations: Calls become structured, tagged, and scored data points—fuel for coaching, product improvements, marketing insights, and executive reporting that reflect real customer voice.\u003c\/li\u003e\n \u003cli\u003eConsistent customer experience: Centralized routing, scripting, and AI-assist create repeatable interactions across teams and locations, reducing variation that harms brand perception.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eHow Consultants In-A-Box Helps\u003c\/h2\u003e\n \u003cp\u003eConsultants In-A-Box focuses on turning the promise of Aircall, AI integration, and workflow automation into tangible results. We start by mapping your current processes and identifying where voice interactions create the most friction or opportunity. From there we design integrations that align Aircall with your CRM, ticketing, and collaboration tools, and we architect AI workflows that reduce manual tasks while maintaining human oversight.\u003c\/p\u003e\n \u003cp\u003eOur services combine technical implementation with change management: we build the automations, train teams on new AI-assisted workflows, and create playbooks so employees understand how to work with AI agents. We also set up measurement frameworks and dashboards so managers can track outcomes—like reduced after-call work, improved first-response times, and shifts in customer sentiment—and iterate on processes based on real data.\u003c\/p\u003e\n \u003cp\u003eRather than delivering a one-off project, the goal is to embed a repeatable approach to digital transformation: small, measurable pilots that prove value, followed by phased rollouts that scale automation while minimizing disruption. That approach helps organizations see early wins that fund broader transformation and ensures automation is aligned with how people actually work.\u003c\/p\u003e\n\n \u003ch2\u003eSummary\u003c\/h2\u003e\n \u003cp\u003eAircall turns voice into a strategic channel when paired with AI integration and workflow automation. By capturing conversations, extracting intent, and automating follow-ups, organizations reduce manual busywork, improve customer outcomes, and gain operational visibility into the voice-driven side of their business. With thoughtful implementation and agentic automation, phone interactions stop being a cost center and start delivering measurable business efficiency and insight.\u003c\/p\u003e\n\n\u003c\/body\u003e","published_at":"2021-06-29T20:12:32-05:00","created_at":"2021-06-29T20:12:06-05:00","vendor":"consultantsinabox","type":"CCaaS","tags":["CCaaS"],"price":0,"price_min":0,"price_max":0,"available":true,"price_varies":false,"compare_at_price":null,"compare_at_price_min":0,"compare_at_price_max":0,"compare_at_price_varies":false,"variants":[{"id":39409770135621,"title":"Default Title","option1":"Default Title","option2":null,"option3":null,"sku":"","requires_shipping":true,"taxable":true,"featured_image":null,"available":true,"name":"Aircall","public_title":null,"options":["Default Title"],"price":0,"weight":0,"compare_at_price":null,"inventory_management":null,"barcode":"","requires_selling_plan":false,"selling_plan_allocations":[]}],"images":["\/\/consultantsinabox.com\/cdn\/shop\/products\/aircall_logo_default_rgb-1-200x75.png?v=1625015671"],"featured_image":"\/\/consultantsinabox.com\/cdn\/shop\/products\/aircall_logo_default_rgb-1-200x75.png?v=1625015671","options":["Title"],"media":[{"alt":null,"id":21057490485317,"position":1,"preview_image":{"aspect_ratio":2.667,"height":75,"width":200,"src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/aircall_logo_default_rgb-1-200x75.png?v=1625015671"},"aspect_ratio":2.667,"height":75,"media_type":"image","src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/aircall_logo_default_rgb-1-200x75.png?v=1625015671","width":200}],"requires_selling_plan":false,"selling_plan_groups":[],"content":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"utf-8\"\u003e\n \u003ctitle\u003eAircall Services | Consultants In-A-Box\u003c\/title\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1\"\u003e\n \u003cstyle\u003e\n body {\n font-family: Inter, \"Segoe UI\", Roboto, sans-serif;\n background: #ffffff;\n color: #1f2937;\n line-height: 1.7;\n margin: 0;\n padding: 48px;\n }\n h1 { font-size: 32px; margin-bottom: 16px; }\n h2 { font-size: 22px; margin-top: 32px; }\n p { margin: 12px 0; }\n ul { margin: 12px 0 12px 24px; }\n \/* No link styles: do not create or style anchors *\/\n \u003c\/style\u003e\n\n\n \u003ch1\u003eRevolutionize Customer Communication with Aircall, AI Integration, and Workflow Automation\u003c\/h1\u003e\n\n \u003cp\u003eAircall is a cloud-first phone system designed to make voice interactions part of your broader business workflow instead of a disconnected silo. It provides business phone numbers, intelligent call routing, recording, and dialing tools that plug directly into CRMs, helpdesks, and collaboration apps—so every call becomes part of a customer's story rather than a one-off event.\u003c\/p\u003e\n \u003cp\u003eFor operations leaders, what matters is impact: faster onboarding for new agents, fewer manual entries, clearer context for every conversation, and smoother coordination between sales, support, and success teams. When Aircall is combined with AI integration and workflow automation, phone-based work shifts from manual, error-prone tasks into measurable, repeatable processes that drive business efficiency and better customer outcomes.\u003c\/p\u003e\n\n \u003ch2\u003eHow It Works\u003c\/h2\u003e\n \u003cp\u003eAt a high level, Aircall acts as the hub that captures voice interactions and translates them into structured information that your other systems can use. It provides cloud numbers, IVR, smart routing, call recording, and productivity tools like power dialing. Those features connect with CRM and helpdesk platforms so calls are automatically linked to contacts, opportunities, and tickets.\u003c\/p\u003e\n \u003cp\u003eIntegration is focused on practical business outcomes: incoming calls can pull up a customer record on an agent’s screen, outbound calls can update opportunity timelines, and call events can trigger follow-up activities without manual entry. Administrators configure routing rules, hours of operation, and escalation paths, while automation rules determine what happens after the call—create a ticket, schedule a demo, or update a subscription record—so voice becomes part of an orchestrated workflow across systems.\u003c\/p\u003e\n\n \u003ch2\u003eThe Power of AI \u0026amp; Agentic Automation\u003c\/h2\u003e\n \u003cp\u003eAdding AI agents to Aircall elevates simple integrations into proactive automation. Instead of relying on humans to transcribe notes and create follow-ups, AI can listen, understand intent, extract tasks, and trigger downstream processes. Agentic automation goes further: intelligent bots don’t just perform single tasks—they make decisions, coordinate systems, and take multi-step actions on behalf of teams while following guardrails you set.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eReal-time call summarization and intelligent note-taking that create clean CRM entries automatically, reducing manual data entry and improving record accuracy.\u003c\/li\u003e\n \u003cli\u003eAI-driven routing that sends calls to the best available specialist based on intent, customer value, language, or historical interactions—improving first-contact resolution.\u003c\/li\u003e\n \u003cli\u003eAutomated compliance and quality checks that surface risky conversations, flag missing disclosures, and generate audit-ready logs.\u003c\/li\u003e\n \u003cli\u003eWorkflow automation that converts call outcomes into scheduled follow-ups, support tickets, or sales tasks without manual handoffs, speeding time-to-action.\u003c\/li\u003e\n \u003cli\u003eSentiment and churn risk scoring from voice analytics to prioritize high-value retention conversations and escalate urgent issues to senior staff.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eReal-World Use Cases\u003c\/h2\u003e\n \u003cul\u003e\n \u003cli\u003eSales teams using power dialing with AI-assisted notes: reps focus on conversations while AI captures key points, updates opportunity stages, and schedules next steps—cutting after-call work by tens of minutes per rep each day.\u003c\/li\u003e\n \u003cli\u003eSupport centers that auto-classify calls: AI listens for intent and urgency, generates ticket drafts with suggested troubleshooting, and assigns them to the right queue—reducing resolution times and repeat escalations.\u003c\/li\u003e\n \u003cli\u003eCustomer success teams tracking account health: voice analytics surface negative sentiment during check-ins and trigger tailored retention workflows so teams can intervene proactively.\u003c\/li\u003e\n \u003cli\u003eCompliance-focused organizations automating redaction and transcription: sensitive information is masked, transcripts are stored with metadata, and compliance reports are generated automatically for audits.\u003c\/li\u003e\n \u003cli\u003eDistributed operations consolidating phone systems: regional offices forward calls into a single cloud platform where AI enforces consistent scripts, routing, and reporting—improving service parity across locations.\u003c\/li\u003e\n \u003cli\u003eHybrid human-AI assistants that handle routine inquiries (hours, account status) by voice, then hand off complex issues to humans with a complete context packet, reducing hold times and manual recap.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eBusiness Benefits\u003c\/h2\u003e\n \u003cp\u003eBringing Aircall together with AI integration and workflow automation produces measurable improvements across efficiency, customer experience, and operational scalability. The emphasis is on turning conversations into usable data and trusted actions that scale with your business.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eTime savings: Automated summaries, structured notes, and pre-populated tickets cut after-call work significantly, freeing agents for higher-value interactions and reducing burnout.\u003c\/li\u003e\n \u003cli\u003eImproved first-contact resolution: Intent-aware routing and better context reduce transfers and repeat contacts, raising customer satisfaction and lowering cost per interaction.\u003c\/li\u003e\n \u003cli\u003eScalability without heavy capex: Cloud telephony and agentic automation scale with demand, enabling growth into new markets or product lines without complex hardware or long procurement cycles.\u003c\/li\u003e\n \u003cli\u003eReduced errors and stronger compliance: Automated transcript capture, policy checks, and redaction reduce human error and make audits faster and less disruptive.\u003c\/li\u003e\n \u003cli\u003eData-driven operations: Calls become structured, tagged, and scored data points—fuel for coaching, product improvements, marketing insights, and executive reporting that reflect real customer voice.\u003c\/li\u003e\n \u003cli\u003eConsistent customer experience: Centralized routing, scripting, and AI-assist create repeatable interactions across teams and locations, reducing variation that harms brand perception.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eHow Consultants In-A-Box Helps\u003c\/h2\u003e\n \u003cp\u003eConsultants In-A-Box focuses on turning the promise of Aircall, AI integration, and workflow automation into tangible results. We start by mapping your current processes and identifying where voice interactions create the most friction or opportunity. From there we design integrations that align Aircall with your CRM, ticketing, and collaboration tools, and we architect AI workflows that reduce manual tasks while maintaining human oversight.\u003c\/p\u003e\n \u003cp\u003eOur services combine technical implementation with change management: we build the automations, train teams on new AI-assisted workflows, and create playbooks so employees understand how to work with AI agents. We also set up measurement frameworks and dashboards so managers can track outcomes—like reduced after-call work, improved first-response times, and shifts in customer sentiment—and iterate on processes based on real data.\u003c\/p\u003e\n \u003cp\u003eRather than delivering a one-off project, the goal is to embed a repeatable approach to digital transformation: small, measurable pilots that prove value, followed by phased rollouts that scale automation while minimizing disruption. That approach helps organizations see early wins that fund broader transformation and ensures automation is aligned with how people actually work.\u003c\/p\u003e\n\n \u003ch2\u003eSummary\u003c\/h2\u003e\n \u003cp\u003eAircall turns voice into a strategic channel when paired with AI integration and workflow automation. By capturing conversations, extracting intent, and automating follow-ups, organizations reduce manual busywork, improve customer outcomes, and gain operational visibility into the voice-driven side of their business. With thoughtful implementation and agentic automation, phone interactions stop being a cost center and start delivering measurable business efficiency and insight.\u003c\/p\u003e\n\n\u003c\/body\u003e"}

{"id":6615442030661,"title":"ApparelMagic","handle":"apparelmagic","description":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"UTF-8\"\u003e\n \u003cmeta http-equiv=\"X-UA-Compatible\" content=\"IE=edge\"\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\"\u003e\n \u003ctitle\u003eApparelMagic ERP Solutions for Fashion Industry\u003c\/title\u003e\n\n\n\n\u003csection\u003e\n \u003carticle\u003e\n \u003ch1\u003eYour Comprehensive ERP Solution for Fashion Success\u003c\/h1\u003e\n \u003cp\u003eApparelMagic is a name that resonates with experience and expertise in the fashion industry. With a rich heritage spanning over 37 years, we have carved out a niche for ourselves as a trusted provider of enterprise resource planning (ERP) solutions tailored specifically to the unique needs of fashion businesses. Whether you're a burgeoning startup or an established brand icon, our platform is engineered to drive your success.\u003c\/p\u003e\n\n \u003ch2\u003eA Glance at Our Industry Experience\u003c\/h2\u003e\n \u003cp\u003eOur journey of more than three decades in the fashion arena has equipped us with in-depth knowledge of the challenges and opportunities that define this vibrant industry. We have seen the evolution of fashion from the analog days to today's digital world, and our solutions have evolved in tandem to ensure that our clients stay ahead of the curve. From sourcing and production to inventory management and sales, our toolset is comprehensive.\u003c\/p\u003e\n\n \u003ch2\u003eCustomizable, Scalable, Integrated ERP Solutions\u003c\/h2\u003e\n \u003cp\u003eApparelMagic’s ERP solutions are designed with the unique and dynamic needs of the fashion business in mind. We understand that no two fashion companies are alike. Customizability is the cornerstone of our services, allowing you to tailor the software to your specific operational needs. Our solutions are not only adaptable but highly scalable, making them perfect for growing businesses that need to expand their capabilities over time.\u003c\/p\u003e\n\n \u003ch2\u003eStaying Ahead with ApparelMagic\u003c\/h2\u003e\n \u003cp\u003eWe help you stay competitive in a fast-paced industry. Real-time analytics, efficient inventory control, seamless multi-channel sales, and streamlined production processes are just the tip of the iceberg with ApparelMagic. By integrating all your key operations into a single, cohesive system, we enable a smooth workflow that minimizes errors, increases productivity, and drives profit margins.\u003c\/p\u003e\n\n \u003ch2\u003eWalking the Sustainability Path\u003c\/h2\u003e\n \u003cp\u003eIn today's socially conscious market, sustainability is more than just a buzzword; it's a business imperative. ApparelMagic's solutions are geared towards promoting ethical and sustainable practices. By optimizing supply chains and reducing waste through better forecasting and planning, we help you align with the values of the modern consumer.\u003c\/p\u003e\n\n \u003ch2\u003eSoftware Support That Stands by You\u003c\/h2\u003e\n \u003cp\u003eAt ApparelMagic, we believe that our responsibility extends beyond software delivery. We are committed to providing exceptional ongoing support to ensure you derive maximum value from our ERP solutions. Our team is always ready to assist, whether it's through troubleshooting, training, or software updates.\u003c\/p\u003e\n \n \u003ch3\u003eContact ApparelMagic Today\u003c\/h3\u003e\n \u003cp\u003eEmbark on a journey to streamline your fashion business for success. In partnership with Consultants In-A-Box, your implementation will be seamless. Their dedicated team is ready to bring the full power of ApparelMagic's ERP solutions to your company. Together, we will transform your challenges into opportunities and chart a course for sustained growth and innovation.\u003c\/p\u003e\n \u003c\/article\u003e\n\u003c\/section\u003e\n\n\n\n```\u003c\/body\u003e","published_at":"2021-07-07T05:05:10-05:00","created_at":"2021-07-07T05:05:11-05:00","vendor":"consultantsinabox","type":"","tags":[],"price":0,"price_min":0,"price_max":0,"available":true,"price_varies":false,"compare_at_price":null,"compare_at_price_min":0,"compare_at_price_max":0,"compare_at_price_varies":false,"variants":[{"id":39417604014149,"title":"Default Title","option1":"Default Title","option2":null,"option3":null,"sku":"","requires_shipping":true,"taxable":true,"featured_image":null,"available":true,"name":"ApparelMagic","public_title":null,"options":["Default Title"],"price":0,"weight":0,"compare_at_price":null,"inventory_management":null,"barcode":"","requires_selling_plan":false,"selling_plan_allocations":[]}],"images":["\/\/consultantsinabox.com\/cdn\/shop\/products\/ApparelMagic.png?v=1625652382"],"featured_image":"\/\/consultantsinabox.com\/cdn\/shop\/products\/ApparelMagic.png?v=1625652382","options":["Title"],"media":[{"alt":null,"id":21101498269765,"position":1,"preview_image":{"aspect_ratio":1.0,"height":2678,"width":2678,"src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/ApparelMagic.png?v=1625652382"},"aspect_ratio":1.0,"height":2678,"media_type":"image","src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/ApparelMagic.png?v=1625652382","width":2678}],"requires_selling_plan":false,"selling_plan_groups":[],"content":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"UTF-8\"\u003e\n \u003cmeta http-equiv=\"X-UA-Compatible\" content=\"IE=edge\"\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\"\u003e\n \u003ctitle\u003eApparelMagic ERP Solutions for Fashion Industry\u003c\/title\u003e\n\n\n\n\u003csection\u003e\n \u003carticle\u003e\n \u003ch1\u003eYour Comprehensive ERP Solution for Fashion Success\u003c\/h1\u003e\n \u003cp\u003eApparelMagic is a name that resonates with experience and expertise in the fashion industry. With a rich heritage spanning over 37 years, we have carved out a niche for ourselves as a trusted provider of enterprise resource planning (ERP) solutions tailored specifically to the unique needs of fashion businesses. Whether you're a burgeoning startup or an established brand icon, our platform is engineered to drive your success.\u003c\/p\u003e\n\n \u003ch2\u003eA Glance at Our Industry Experience\u003c\/h2\u003e\n \u003cp\u003eOur journey of more than three decades in the fashion arena has equipped us with in-depth knowledge of the challenges and opportunities that define this vibrant industry. We have seen the evolution of fashion from the analog days to today's digital world, and our solutions have evolved in tandem to ensure that our clients stay ahead of the curve. From sourcing and production to inventory management and sales, our toolset is comprehensive.\u003c\/p\u003e\n\n \u003ch2\u003eCustomizable, Scalable, Integrated ERP Solutions\u003c\/h2\u003e\n \u003cp\u003eApparelMagic’s ERP solutions are designed with the unique and dynamic needs of the fashion business in mind. We understand that no two fashion companies are alike. Customizability is the cornerstone of our services, allowing you to tailor the software to your specific operational needs. Our solutions are not only adaptable but highly scalable, making them perfect for growing businesses that need to expand their capabilities over time.\u003c\/p\u003e\n\n \u003ch2\u003eStaying Ahead with ApparelMagic\u003c\/h2\u003e\n \u003cp\u003eWe help you stay competitive in a fast-paced industry. Real-time analytics, efficient inventory control, seamless multi-channel sales, and streamlined production processes are just the tip of the iceberg with ApparelMagic. By integrating all your key operations into a single, cohesive system, we enable a smooth workflow that minimizes errors, increases productivity, and drives profit margins.\u003c\/p\u003e\n\n \u003ch2\u003eWalking the Sustainability Path\u003c\/h2\u003e\n \u003cp\u003eIn today's socially conscious market, sustainability is more than just a buzzword; it's a business imperative. ApparelMagic's solutions are geared towards promoting ethical and sustainable practices. By optimizing supply chains and reducing waste through better forecasting and planning, we help you align with the values of the modern consumer.\u003c\/p\u003e\n\n \u003ch2\u003eSoftware Support That Stands by You\u003c\/h2\u003e\n \u003cp\u003eAt ApparelMagic, we believe that our responsibility extends beyond software delivery. We are committed to providing exceptional ongoing support to ensure you derive maximum value from our ERP solutions. Our team is always ready to assist, whether it's through troubleshooting, training, or software updates.\u003c\/p\u003e\n \n \u003ch3\u003eContact ApparelMagic Today\u003c\/h3\u003e\n \u003cp\u003eEmbark on a journey to streamline your fashion business for success. In partnership with Consultants In-A-Box, your implementation will be seamless. Their dedicated team is ready to bring the full power of ApparelMagic's ERP solutions to your company. Together, we will transform your challenges into opportunities and chart a course for sustained growth and innovation.\u003c\/p\u003e\n \u003c\/article\u003e\n\u003c\/section\u003e\n\n\n\n```\u003c\/body\u003e"}

{"id":6615449501765,"title":"Audiense","handle":"audiense","description":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"utf-8\"\u003e\n \u003ctitle\u003eAudience Intelligence Platform Services | Consultants In-A-Box\u003c\/title\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1\"\u003e\n \u003cstyle\u003e\n body {\n font-family: Inter, \"Segoe UI\", Roboto, sans-serif;\n background: #ffffff;\n color: #1f2937;\n line-height: 1.7;\n margin: 0;\n padding: 48px;\n }\n h1 { font-size: 32px; margin-bottom: 16px; }\n h2 { font-size: 22px; margin-top: 32px; }\n p { margin: 12px 0; }\n ul { margin: 12px 0 12px 24px; }\n strong { color: #111827; }\n \/* No link styles: do not create or style anchors *\/\n \u003c\/style\u003e\n\n\n \u003ch1\u003eAudience Intelligence Platform Services: Turn Audience Insights into Faster Growth\u003c\/h1\u003e\n\n \u003cp\u003eAudience intelligence turns scattered customer signals into a clear operating picture — who your customers are, what they care about, and how they move through the buyer journey. Our Audience Intelligence Platform Services combine data aggregation, AI integration, and workflow automation so marketing, product, and operations leaders can move faster from insight to action without overloading teams with manual work.\u003c\/p\u003e\n \u003cp\u003eInstead of monthly slide decks and guesswork, teams get continuously updated segments, trend alerts, and recommended actions that feed directly into marketing and sales systems. That means fewer blind bets, more precise targeting, and alignment between strategy and execution — all supported by AI agents that reduce repetitive work and keep insights current.\u003c\/p\u003e\n\n \u003ch2\u003eHow It Works\u003c\/h2\u003e\n \u003cp\u003eAt a practical level, the platform brings together signals from many sources: website behavior, CRM records, ad performance, social conversations, customer support logs, survey responses, and third-party demographic or interest data. These inputs are normalized, cleaned, and enriched so they form a single, reliable view of audiences rather than a set of disconnected reports.\u003c\/p\u003e\n \u003cp\u003eMachine learning models analyze patterns in behavior and sentiment to identify meaningful audience segments and emerging trends. Outputs are packaged for business consumption: segment profiles with suggested messaging, trend alerts that highlight shifting interests, benchmarking reports that compare brand perception to competitors, and content recommendations optimized for email, web, and paid channels.\u003c\/p\u003e\n \u003cp\u003eThose outputs don’t sit in a dashboard. They feed into workflow automation so the right people and systems receive actionable intelligence at the right time — for example, updating audience lists in the CRM, queuing personalized email sequences, or alerting product and support teams when sentiment shifts. The platform connects insights to operations, turning analysis into repeatable outcomes.\u003c\/p\u003e\n\n \u003ch2\u003eThe Power of AI \u0026amp; Agentic Automation\u003c\/h2\u003e\n \u003cp\u003eAI integration transforms audience intelligence from a static report into an active operational capability. Agentic automation — small autonomous programs that observe, decide, and act within defined rules — keeps insights current and converts them into executed tasks. Rather than waiting for analysts to run queries, AI agents watch for triggers, synthesize signals, and initiate workflows automatically.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003e\n\u003cstrong\u003eContinuous monitoring agents:\u003c\/strong\u003e These agents scan social channels, review support logs, and track ad metrics to surface rising topics, sentiment shifts, or spikes in mentions. When thresholds are crossed, they create alerts with context and recommended responses for marketing or customer care.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eAutomated segmentation bots:\u003c\/strong\u003e As customer behavior changes, segmentation bots update audience groups in the CRM and ad platforms so personalization happens in near real time without manual list-building.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eReport-generation assistants:\u003c\/strong\u003e AI drafts executive summaries, creates charts, and highlights anomalies, cutting hours of analysis into minutes and ensuring stakeholders see the most relevant insights first.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eCampaign orchestration agents:\u003c\/strong\u003e These agents translate an insight — say, an emerging interest in a new feature — into an action plan: queue creative variants, schedule A\/B tests, and adjust targeting across channels based on performance signals.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eIntelligent chatbots and routing agents:\u003c\/strong\u003e When prospects interact via chat or form, agents enrich profiles with behavioral signals and route high-value leads to the right sales reps, freeing teams to focus on closing rather than sorting.\u003c\/li\u003e\n \u003c\/ul\u003e\n \u003cp\u003eAgentic automation is governed and auditable: behaviors are defined by playbooks and guardrails so teams retain control while eliminating repetitive operational tasks. This combination of AI-driven insight and automated action shortens response times and improves consistency across touchpoints.\u003c\/p\u003e\n\n \u003ch2\u003eReal-World Use Cases\u003c\/h2\u003e\n \u003cul\u003e\n \u003cli\u003e\n\u003cstrong\u003eNew product launch:\u003c\/strong\u003e Marketing identifies micro-segments with the highest affinity, crafts tailored messaging, and automates outreach sequences that prioritize early adopters. Agents can immediately surface which creatives and channels are resonating and reallocate budget dynamically.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eChurn reduction:\u003c\/strong\u003e The platform detects behavioral signals that often precede churn — reduced logins, help-center visits, or negative sentiment — and triggers tailored retention campaigns or account manager outreach with personalized offers.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eContent personalization at scale:\u003c\/strong\u003e Audience segments automatically populate dynamic website modules and email templates so each visitor sees content aligned with their intent and lifecycle stage, without manual campaign assembly for each segment.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eCompetitive insight:\u003c\/strong\u003e Continuous benchmarking of sentiment and share-of-voice alerts product and pricing teams to competitor moves, enabling quick positioning adjustments and targeted counter-campaigns informed by real audience signals.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eMarket expansion research:\u003c\/strong\u003e By combining social listening with behavioral data, the platform uncovers underserved geographic or demographic pockets and ranks them by opportunity so leadership can prioritize expansion strategies.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eRapid crisis response:\u003c\/strong\u003e Agentic monitoring surfaces sudden negative spikes, auto-generates response drafts, and routes notifications to stakeholders, reducing coordination time and helping to preserve brand reputation.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eSales enablement:\u003c\/strong\u003e Intelligence on recent interactions, content engagement, and product interest is pushed into CRM profiles so reps have timely, contextual talking points and higher-quality leads at the top of their pipeline.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eBusiness Benefits\u003c\/h2\u003e\n \u003cp\u003eWhen audience intelligence is connected to AI agents and workflow automation, the organization experiences outcomes that extend beyond better reports. Teams move faster, make smarter decisions, and scale personalization without linear increases in headcount.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003e\n\u003cstrong\u003eTime savings:\u003c\/strong\u003e Automating data collection, segmentation, and reporting frees analysts and campaign managers from manual chores so they can focus on strategy, experimentation, and creative optimization.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eFaster decision cycles:\u003c\/strong\u003e Real-time insights and automated alerts shorten the feedback loop between market signals and action, improving campaign relevance and speed to market.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eHigher campaign efficiency:\u003c\/strong\u003e Precise audience targeting and ongoing automated optimization lower acquisition costs and increase conversion because campaigns update with signal-driven adjustments rather than static assumptions.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eReduced human error:\u003c\/strong\u003e Repeatable, agent-driven processes ensure consistency in segmentation, audience updates, and campaign execution, minimizing mistakes that come from manual data handling.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eScalability:\u003c\/strong\u003e Agentic automation supports personalization and experimentation at scale without proportional increases in staff, enabling more campaigns and tests across audiences and channels.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eImproved cross-team collaboration:\u003c\/strong\u003e A unified, automated source of truth ensures marketing, sales, product, and support teams operate from the same current view of customer priorities and can coordinate responses quickly.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eBusiness efficiency and ROI:\u003c\/strong\u003e When insights become automated triggers for revenue-driving activities, organizations see faster returns on data and technology investments and clearer attribution between insights and outcomes.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eHow Consultants In-A-Box Helps\u003c\/h2\u003e\n \u003cp\u003eConsultants In-A-Box brings implementation experience, systems integration know-how, AI integration expertise, and workforce development to make audience intelligence operational. Our approach focuses on outcomes: mapping your data sources, decision moments, and desired business results rather than delivering technology for its own sake.\u003c\/p\u003e\n \u003cp\u003eCore activities include configuring robust data pipelines and quality controls, building segmentation models and trend detectors tuned to your KPIs, and designing agent behaviors that translate signals into operational steps — alerts, CRM updates, campaign triggers, or content swaps. Integration work connects these automations into existing martech and sales stacks so the intelligence flows where work happens.\u003c\/p\u003e\n \u003cp\u003eEqually important is change management: training teams to trust and collaborate with AI agents, establishing measurable success metrics, and putting lightweight governance around agent actions to ensure compliance and brand safety. Implementation emphasizes measurable business outcomes — for example, reducing time-to-insight for campaign teams, increasing qualified leads, or improving retention by targeting at-risk segments with tailored interventions.\u003c\/p\u003e\n \u003cp\u003eAfter launch, Consultants In-A-Box supports ongoing tuning and governance so agent behaviors evolve with market changes and organizational needs. This lifecycle approach keeps the platform aligned with evolving strategies and ensures AI integration continues to drive business efficiency over time.\u003c\/p\u003e\n\n \u003ch2\u003eSummary\u003c\/h2\u003e\n \u003cp\u003eAudience intelligence powered by AI integration and agentic automation moves organizations from reactive reporting to proactive, revenue-focused action. By automating data workflows, continuously monitoring customer signals, and enabling intelligent agents to trigger the right responses, businesses gain faster, more accurate insights and the operational capacity to act on them at scale. The outcome is improved marketing efficiency, better customer experiences, and measurable business impact driven by data-informed decisions and repeatable automation.\u003c\/p\u003e\n\n\u003c\/body\u003e","published_at":"2021-07-07T05:55:32-05:00","created_at":"2021-07-07T05:55:32-05:00","vendor":"consultantsinabox","type":"","tags":[],"price":0,"price_min":0,"price_max":0,"available":true,"price_varies":false,"compare_at_price":null,"compare_at_price_min":0,"compare_at_price_max":0,"compare_at_price_varies":false,"variants":[{"id":39417626492997,"title":"Default Title","option1":"Default Title","option2":null,"option3":null,"sku":"","requires_shipping":true,"taxable":true,"featured_image":null,"available":true,"name":"Audiense","public_title":null,"options":["Default Title"],"price":0,"weight":0,"compare_at_price":null,"inventory_management":null,"barcode":"","requires_selling_plan":false,"selling_plan_allocations":[]}],"images":["\/\/consultantsinabox.com\/cdn\/shop\/products\/Audiense.png?v=1625655376"],"featured_image":"\/\/consultantsinabox.com\/cdn\/shop\/products\/Audiense.png?v=1625655376","options":["Title"],"media":[{"alt":null,"id":21101751074885,"position":1,"preview_image":{"aspect_ratio":1.0,"height":195,"width":195,"src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/Audiense.png?v=1625655376"},"aspect_ratio":1.0,"height":195,"media_type":"image","src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/Audiense.png?v=1625655376","width":195}],"requires_selling_plan":false,"selling_plan_groups":[],"content":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"utf-8\"\u003e\n \u003ctitle\u003eAudience Intelligence Platform Services | Consultants In-A-Box\u003c\/title\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1\"\u003e\n \u003cstyle\u003e\n body {\n font-family: Inter, \"Segoe UI\", Roboto, sans-serif;\n background: #ffffff;\n color: #1f2937;\n line-height: 1.7;\n margin: 0;\n padding: 48px;\n }\n h1 { font-size: 32px; margin-bottom: 16px; }\n h2 { font-size: 22px; margin-top: 32px; }\n p { margin: 12px 0; }\n ul { margin: 12px 0 12px 24px; }\n strong { color: #111827; }\n \/* No link styles: do not create or style anchors *\/\n \u003c\/style\u003e\n\n\n \u003ch1\u003eAudience Intelligence Platform Services: Turn Audience Insights into Faster Growth\u003c\/h1\u003e\n\n \u003cp\u003eAudience intelligence turns scattered customer signals into a clear operating picture — who your customers are, what they care about, and how they move through the buyer journey. Our Audience Intelligence Platform Services combine data aggregation, AI integration, and workflow automation so marketing, product, and operations leaders can move faster from insight to action without overloading teams with manual work.\u003c\/p\u003e\n \u003cp\u003eInstead of monthly slide decks and guesswork, teams get continuously updated segments, trend alerts, and recommended actions that feed directly into marketing and sales systems. That means fewer blind bets, more precise targeting, and alignment between strategy and execution — all supported by AI agents that reduce repetitive work and keep insights current.\u003c\/p\u003e\n\n \u003ch2\u003eHow It Works\u003c\/h2\u003e\n \u003cp\u003eAt a practical level, the platform brings together signals from many sources: website behavior, CRM records, ad performance, social conversations, customer support logs, survey responses, and third-party demographic or interest data. These inputs are normalized, cleaned, and enriched so they form a single, reliable view of audiences rather than a set of disconnected reports.\u003c\/p\u003e\n \u003cp\u003eMachine learning models analyze patterns in behavior and sentiment to identify meaningful audience segments and emerging trends. Outputs are packaged for business consumption: segment profiles with suggested messaging, trend alerts that highlight shifting interests, benchmarking reports that compare brand perception to competitors, and content recommendations optimized for email, web, and paid channels.\u003c\/p\u003e\n \u003cp\u003eThose outputs don’t sit in a dashboard. They feed into workflow automation so the right people and systems receive actionable intelligence at the right time — for example, updating audience lists in the CRM, queuing personalized email sequences, or alerting product and support teams when sentiment shifts. The platform connects insights to operations, turning analysis into repeatable outcomes.\u003c\/p\u003e\n\n \u003ch2\u003eThe Power of AI \u0026amp; Agentic Automation\u003c\/h2\u003e\n \u003cp\u003eAI integration transforms audience intelligence from a static report into an active operational capability. Agentic automation — small autonomous programs that observe, decide, and act within defined rules — keeps insights current and converts them into executed tasks. Rather than waiting for analysts to run queries, AI agents watch for triggers, synthesize signals, and initiate workflows automatically.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003e\n\u003cstrong\u003eContinuous monitoring agents:\u003c\/strong\u003e These agents scan social channels, review support logs, and track ad metrics to surface rising topics, sentiment shifts, or spikes in mentions. When thresholds are crossed, they create alerts with context and recommended responses for marketing or customer care.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eAutomated segmentation bots:\u003c\/strong\u003e As customer behavior changes, segmentation bots update audience groups in the CRM and ad platforms so personalization happens in near real time without manual list-building.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eReport-generation assistants:\u003c\/strong\u003e AI drafts executive summaries, creates charts, and highlights anomalies, cutting hours of analysis into minutes and ensuring stakeholders see the most relevant insights first.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eCampaign orchestration agents:\u003c\/strong\u003e These agents translate an insight — say, an emerging interest in a new feature — into an action plan: queue creative variants, schedule A\/B tests, and adjust targeting across channels based on performance signals.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eIntelligent chatbots and routing agents:\u003c\/strong\u003e When prospects interact via chat or form, agents enrich profiles with behavioral signals and route high-value leads to the right sales reps, freeing teams to focus on closing rather than sorting.\u003c\/li\u003e\n \u003c\/ul\u003e\n \u003cp\u003eAgentic automation is governed and auditable: behaviors are defined by playbooks and guardrails so teams retain control while eliminating repetitive operational tasks. This combination of AI-driven insight and automated action shortens response times and improves consistency across touchpoints.\u003c\/p\u003e\n\n \u003ch2\u003eReal-World Use Cases\u003c\/h2\u003e\n \u003cul\u003e\n \u003cli\u003e\n\u003cstrong\u003eNew product launch:\u003c\/strong\u003e Marketing identifies micro-segments with the highest affinity, crafts tailored messaging, and automates outreach sequences that prioritize early adopters. Agents can immediately surface which creatives and channels are resonating and reallocate budget dynamically.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eChurn reduction:\u003c\/strong\u003e The platform detects behavioral signals that often precede churn — reduced logins, help-center visits, or negative sentiment — and triggers tailored retention campaigns or account manager outreach with personalized offers.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eContent personalization at scale:\u003c\/strong\u003e Audience segments automatically populate dynamic website modules and email templates so each visitor sees content aligned with their intent and lifecycle stage, without manual campaign assembly for each segment.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eCompetitive insight:\u003c\/strong\u003e Continuous benchmarking of sentiment and share-of-voice alerts product and pricing teams to competitor moves, enabling quick positioning adjustments and targeted counter-campaigns informed by real audience signals.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eMarket expansion research:\u003c\/strong\u003e By combining social listening with behavioral data, the platform uncovers underserved geographic or demographic pockets and ranks them by opportunity so leadership can prioritize expansion strategies.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eRapid crisis response:\u003c\/strong\u003e Agentic monitoring surfaces sudden negative spikes, auto-generates response drafts, and routes notifications to stakeholders, reducing coordination time and helping to preserve brand reputation.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eSales enablement:\u003c\/strong\u003e Intelligence on recent interactions, content engagement, and product interest is pushed into CRM profiles so reps have timely, contextual talking points and higher-quality leads at the top of their pipeline.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eBusiness Benefits\u003c\/h2\u003e\n \u003cp\u003eWhen audience intelligence is connected to AI agents and workflow automation, the organization experiences outcomes that extend beyond better reports. Teams move faster, make smarter decisions, and scale personalization without linear increases in headcount.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003e\n\u003cstrong\u003eTime savings:\u003c\/strong\u003e Automating data collection, segmentation, and reporting frees analysts and campaign managers from manual chores so they can focus on strategy, experimentation, and creative optimization.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eFaster decision cycles:\u003c\/strong\u003e Real-time insights and automated alerts shorten the feedback loop between market signals and action, improving campaign relevance and speed to market.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eHigher campaign efficiency:\u003c\/strong\u003e Precise audience targeting and ongoing automated optimization lower acquisition costs and increase conversion because campaigns update with signal-driven adjustments rather than static assumptions.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eReduced human error:\u003c\/strong\u003e Repeatable, agent-driven processes ensure consistency in segmentation, audience updates, and campaign execution, minimizing mistakes that come from manual data handling.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eScalability:\u003c\/strong\u003e Agentic automation supports personalization and experimentation at scale without proportional increases in staff, enabling more campaigns and tests across audiences and channels.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eImproved cross-team collaboration:\u003c\/strong\u003e A unified, automated source of truth ensures marketing, sales, product, and support teams operate from the same current view of customer priorities and can coordinate responses quickly.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eBusiness efficiency and ROI:\u003c\/strong\u003e When insights become automated triggers for revenue-driving activities, organizations see faster returns on data and technology investments and clearer attribution between insights and outcomes.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eHow Consultants In-A-Box Helps\u003c\/h2\u003e\n \u003cp\u003eConsultants In-A-Box brings implementation experience, systems integration know-how, AI integration expertise, and workforce development to make audience intelligence operational. Our approach focuses on outcomes: mapping your data sources, decision moments, and desired business results rather than delivering technology for its own sake.\u003c\/p\u003e\n \u003cp\u003eCore activities include configuring robust data pipelines and quality controls, building segmentation models and trend detectors tuned to your KPIs, and designing agent behaviors that translate signals into operational steps — alerts, CRM updates, campaign triggers, or content swaps. Integration work connects these automations into existing martech and sales stacks so the intelligence flows where work happens.\u003c\/p\u003e\n \u003cp\u003eEqually important is change management: training teams to trust and collaborate with AI agents, establishing measurable success metrics, and putting lightweight governance around agent actions to ensure compliance and brand safety. Implementation emphasizes measurable business outcomes — for example, reducing time-to-insight for campaign teams, increasing qualified leads, or improving retention by targeting at-risk segments with tailored interventions.\u003c\/p\u003e\n \u003cp\u003eAfter launch, Consultants In-A-Box supports ongoing tuning and governance so agent behaviors evolve with market changes and organizational needs. This lifecycle approach keeps the platform aligned with evolving strategies and ensures AI integration continues to drive business efficiency over time.\u003c\/p\u003e\n\n \u003ch2\u003eSummary\u003c\/h2\u003e\n \u003cp\u003eAudience intelligence powered by AI integration and agentic automation moves organizations from reactive reporting to proactive, revenue-focused action. By automating data workflows, continuously monitoring customer signals, and enabling intelligent agents to trigger the right responses, businesses gain faster, more accurate insights and the operational capacity to act on them at scale. The outcome is improved marketing efficiency, better customer experiences, and measurable business impact driven by data-informed decisions and repeatable automation.\u003c\/p\u003e\n\n\u003c\/body\u003e"}

{"id":1737828728901,"title":"Audio Conferencing","handle":"audio-conferencing-sioux-falls","description":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"UTF-8\"\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\"\u003e\n \u003ctitle\u003eAudio Conferencing Services\u003c\/title\u003e\n\n\n \u003ch1\u003eExperience Seamless Audio Conferencing\u003c\/h1\u003e\n \n \u003ch2\u003eConnect Effortlessly With Our Dedicated Conferencing Line\u003c\/h2\u003e\n \u003cp\u003e\n Embrace the ease of connecting with people anywhere with our dedicated audio conferencing bridge. Your business receives a singular, dedicated dial-in phone number for consistent access. With unique host and participant codes for each user, your company is equipped to hold multiple simultaneous conference calls without interruption.\n \u003c\/p\u003e\n \n \u003ch2\u003eUnlimited Access to Audio Conferences\u003c\/h2\u003e\n \u003cp\u003e\n There's no cap on the number of audio conference calls you can host, with capacity for up to 1,000 attendees for each call. Participants, including employees, clients, and vendors, can access these calls freely, with no restrictions on the number of calls they can join. Moreover, to facilitate international participation, local dial-in numbers are provided for over 50 countries, along with optional toll-free or premium conference numbers for over 80 countries.\n \u003c\/p\u003e\n \n \u003ch2\u003eUniversal Device Compatibility\u003c\/h2\u003e\n \u003cp\u003e\n Whether in the office or on the move, access your conference calls from any device. The flexibility to switch devices during a call ensures your meetings run smoothly, without interruption. Initiating or joining a conference is as simple as a single tap on your mobile device.\n \u003c\/p\u003e\n \n \u003ch2\u003eTotal Control Over Your Conference Calls\u003c\/h2\u003e\n \u003cp\u003e\n Gain complete control over your audio conferences with our intuitive call management system. Send out invitations effortlessly via email or SMS, including all dial-in details. Keep your calls secure and organized by managing participant access and controlling the conference with discreet commands. With the added ability to record calls, you'll never miss any crucial information.\n \u003c\/p\u003e\n\n \u003ch2\u003eMaximize Your Business’s Reach and Efficiency\u003c\/h2\u003e\n \u003cp\u003e\n Our audio conferencing services are designed to extend your business reach and streamline your communication strategies. Whether it's on-the-fly discussions or scheduled meetings, our system adapts to your needs, promoting efficient collaboration with your team and clientele.\n \u003c\/p\u003e\n\n \u003ch2\u003eContact Consultants In-A-Box for Implementation\u003c\/h2\u003e\n \u003cp\u003e\n Don't let technical complexities hinder your ability to connect and collaborate. Allow the experts at Consultants In-A-Box to seamlessly integrate these conferencing solutions into your day-to-day operations. Contact us to bring these concepts to life and transform how your business communicates.\n \u003c\/p\u003e\n\n\n\n```\u003c\/body\u003e","published_at":"2018-10-16T14:44:38-05:00","created_at":"2018-10-16T14:44:49-05:00","vendor":"consultantsinabox","type":"","tags":[],"price":0,"price_min":0,"price_max":0,"available":true,"price_varies":false,"compare_at_price":null,"compare_at_price_min":0,"compare_at_price_max":0,"compare_at_price_varies":false,"variants":[{"id":16120922603589,"title":"Default Title","option1":"Default Title","option2":null,"option3":null,"sku":"","requires_shipping":false,"taxable":false,"featured_image":null,"available":true,"name":"Audio Conferencing","public_title":null,"options":["Default Title"],"price":0,"weight":0,"compare_at_price":null,"inventory_management":null,"barcode":"","requires_selling_plan":false,"selling_plan_allocations":[]}],"images":["\/\/consultantsinabox.com\/cdn\/shop\/products\/Audio.jpg?v=1548857127"],"featured_image":"\/\/consultantsinabox.com\/cdn\/shop\/products\/Audio.jpg?v=1548857127","options":["Title"],"media":[{"alt":"Audio Conferencing in Sioux Falls, South Dakota","id":3706578403397,"position":1,"preview_image":{"aspect_ratio":1.21,"height":405,"width":490,"src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/Audio.jpg?v=1548857127"},"aspect_ratio":1.21,"height":405,"media_type":"image","src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/Audio.jpg?v=1548857127","width":490}],"requires_selling_plan":false,"selling_plan_groups":[],"content":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"UTF-8\"\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\"\u003e\n \u003ctitle\u003eAudio Conferencing Services\u003c\/title\u003e\n\n\n \u003ch1\u003eExperience Seamless Audio Conferencing\u003c\/h1\u003e\n \n \u003ch2\u003eConnect Effortlessly With Our Dedicated Conferencing Line\u003c\/h2\u003e\n \u003cp\u003e\n Embrace the ease of connecting with people anywhere with our dedicated audio conferencing bridge. Your business receives a singular, dedicated dial-in phone number for consistent access. With unique host and participant codes for each user, your company is equipped to hold multiple simultaneous conference calls without interruption.\n \u003c\/p\u003e\n \n \u003ch2\u003eUnlimited Access to Audio Conferences\u003c\/h2\u003e\n \u003cp\u003e\n There's no cap on the number of audio conference calls you can host, with capacity for up to 1,000 attendees for each call. Participants, including employees, clients, and vendors, can access these calls freely, with no restrictions on the number of calls they can join. Moreover, to facilitate international participation, local dial-in numbers are provided for over 50 countries, along with optional toll-free or premium conference numbers for over 80 countries.\n \u003c\/p\u003e\n \n \u003ch2\u003eUniversal Device Compatibility\u003c\/h2\u003e\n \u003cp\u003e\n Whether in the office or on the move, access your conference calls from any device. The flexibility to switch devices during a call ensures your meetings run smoothly, without interruption. Initiating or joining a conference is as simple as a single tap on your mobile device.\n \u003c\/p\u003e\n \n \u003ch2\u003eTotal Control Over Your Conference Calls\u003c\/h2\u003e\n \u003cp\u003e\n Gain complete control over your audio conferences with our intuitive call management system. Send out invitations effortlessly via email or SMS, including all dial-in details. Keep your calls secure and organized by managing participant access and controlling the conference with discreet commands. With the added ability to record calls, you'll never miss any crucial information.\n \u003c\/p\u003e\n\n \u003ch2\u003eMaximize Your Business’s Reach and Efficiency\u003c\/h2\u003e\n \u003cp\u003e\n Our audio conferencing services are designed to extend your business reach and streamline your communication strategies. Whether it's on-the-fly discussions or scheduled meetings, our system adapts to your needs, promoting efficient collaboration with your team and clientele.\n \u003c\/p\u003e\n\n \u003ch2\u003eContact Consultants In-A-Box for Implementation\u003c\/h2\u003e\n \u003cp\u003e\n Don't let technical complexities hinder your ability to connect and collaborate. Allow the experts at Consultants In-A-Box to seamlessly integrate these conferencing solutions into your day-to-day operations. Contact us to bring these concepts to life and transform how your business communicates.\n \u003c\/p\u003e\n\n\n\n```\u003c\/body\u003e"}

{"id":4682934386757,"title":"Automated Bookkeeping","handle":"automated-bookkeeping","description":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"UTF-8\"\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\"\u003e\n \u003ctitle\u003eService Description\u003c\/title\u003e\n \u003cstyle\u003e\n body {\n font-family: Arial, sans-serif;\n }\n h1, h2, h3 {\n color: #333;\n }\n p {\n color: #666;\n }\n \u003c\/style\u003e\n\n\n \u003ch1\u003eExceptional Client Support Services\u003c\/h1\u003e\n \u003cp\u003eWelcome to a new level of service excellence where your needs are met with the utmost attention and expertise. Offering a wide range of professional support services, we pride ourselves on delivering unparalleled care and support to individuals seeking assistance in various areas of their personal and professional lives.\u003c\/p\u003e\n \n \u003ch2\u003eComprehensive Assistance Tailored to Your Needs\u003c\/h2\u003e\n \u003cp\u003eOur team consists of knowledgeable and experienced professionals dedicated to providing you with top-tier support. Whether you require guidance in making informed decisions, assistance with management tasks, or resolution of complex issues, we stand ready to assist. Our client-centric approach ensures that we understand your unique situation and work collaboratively towards effective solutions.\u003c\/p\u003e\n \n \u003ch3\u003ePersonalized and Respectful Interaction\u003c\/h3\u003e\n \u003cp\u003eWe believe that communication is the cornerstone of effective support. That's why we concentrate on ensuring our interaction with you is both personalized and respectful. Our professional representative, Thomas, is indicative of our team's commitment to service. With patience and understanding, we engage with you to fully comprehend your needs and provide assistance that truly makes a difference.\u003c\/p\u003e\n \n \u003cp\u003eOur services include, but are not limited to:\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eOne-on-one consultation to address specific concerns\u003c\/li\u003e\n \u003cli\u003eStrategic advice and planning for personal and professional development\u003c\/li\u003e\n \u003cli\u003eAssistance in project management and execution\u003c\/li\u003e\n \u003cli\u003eOngoing support and follow-ups to ensure implementation success\u003c\/li\u003e\n \u003c\/ul\u003e\n \n \u003ch2\u003eImplementation and Success with Consultants In-A-Box\u003c\/h2\u003e\n \u003cp\u003eUnderstanding concepts and strategies is only the first step toward achieving your goals. Implementation is crucial, and having the right partner by your side can make all the difference. This is where the experts at Consultants In-A-Box come into play. We don't just offer advice; we walk the talk, guiding you through the practical application of concepts and ensuring that you realize the benefits of our services.\u003c\/p\u003e\n \n \u003cp\u003eFrom the initial consultation to the final stages of your project or plan, our consultants maintain an active role in supporting your endeavors. We keep track of progress, offer adjustments when necessary, and provide tools and techniques to foster success.\u003c\/p\u003e\n \n \u003ch3\u003eContact Us Today\u003c\/h3\u003e\n \u003cp\u003eDon't navigate the complexity of your challenges alone. Let our dedicated team at Consultants In-A-Box be your guide to effective service implementation and success. Our expert advice, coupled with actionable strategies and ongoing support, creates a comprehensive service experience that stands unmatched.\u003c\/p\u003e\n \n \u003cp\u003eTo engage with us and take the first step towards achieving your desired outcomes, get in touch with our professionals today. We are here to embark on this journey with you, ensuring every step we take together is a step towards excellence.\u003c\/p\u003e\n \n \u003cfooter\u003e\n \u003cp\u003e© 2023 Consultants In-A-Box. All Rights Reserved.\u003c\/p\u003e\n \u003c\/footer\u003e\n\n\n```\n\nPlease note that in a real-world scenario, you should replace placeholder contents with actual contact information or other instructions for contacting Consultants In-A-Box. Also, remember that for this to be a functional webpage, you would need actual content for the header, footer, and other sections as appropriate. This is a simplified mock-up for demonstration purposes.\u003c\/body\u003e","published_at":"2021-02-22T14:21:03-06:00","created_at":"2021-02-22T14:20:56-06:00","vendor":"consultantsinabox","type":"","tags":[],"price":0,"price_min":0,"price_max":0,"available":true,"price_varies":false,"compare_at_price":null,"compare_at_price_min":0,"compare_at_price_max":0,"compare_at_price_varies":false,"variants":[{"id":32079024193605,"title":"Default Title","option1":"Default Title","option2":null,"option3":null,"sku":"","requires_shipping":false,"taxable":true,"featured_image":null,"available":true,"name":"Automated Bookkeeping","public_title":null,"options":["Default Title"],"price":0,"weight":0,"compare_at_price":null,"inventory_management":"shopify","barcode":"","requires_selling_plan":false,"selling_plan_allocations":[]}],"images":[],"featured_image":null,"options":["Title"],"requires_selling_plan":false,"selling_plan_groups":[],"content":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"UTF-8\"\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\"\u003e\n \u003ctitle\u003eService Description\u003c\/title\u003e\n \u003cstyle\u003e\n body {\n font-family: Arial, sans-serif;\n }\n h1, h2, h3 {\n color: #333;\n }\n p {\n color: #666;\n }\n \u003c\/style\u003e\n\n\n \u003ch1\u003eExceptional Client Support Services\u003c\/h1\u003e\n \u003cp\u003eWelcome to a new level of service excellence where your needs are met with the utmost attention and expertise. Offering a wide range of professional support services, we pride ourselves on delivering unparalleled care and support to individuals seeking assistance in various areas of their personal and professional lives.\u003c\/p\u003e\n \n \u003ch2\u003eComprehensive Assistance Tailored to Your Needs\u003c\/h2\u003e\n \u003cp\u003eOur team consists of knowledgeable and experienced professionals dedicated to providing you with top-tier support. Whether you require guidance in making informed decisions, assistance with management tasks, or resolution of complex issues, we stand ready to assist. Our client-centric approach ensures that we understand your unique situation and work collaboratively towards effective solutions.\u003c\/p\u003e\n \n \u003ch3\u003ePersonalized and Respectful Interaction\u003c\/h3\u003e\n \u003cp\u003eWe believe that communication is the cornerstone of effective support. That's why we concentrate on ensuring our interaction with you is both personalized and respectful. Our professional representative, Thomas, is indicative of our team's commitment to service. With patience and understanding, we engage with you to fully comprehend your needs and provide assistance that truly makes a difference.\u003c\/p\u003e\n \n \u003cp\u003eOur services include, but are not limited to:\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eOne-on-one consultation to address specific concerns\u003c\/li\u003e\n \u003cli\u003eStrategic advice and planning for personal and professional development\u003c\/li\u003e\n \u003cli\u003eAssistance in project management and execution\u003c\/li\u003e\n \u003cli\u003eOngoing support and follow-ups to ensure implementation success\u003c\/li\u003e\n \u003c\/ul\u003e\n \n \u003ch2\u003eImplementation and Success with Consultants In-A-Box\u003c\/h2\u003e\n \u003cp\u003eUnderstanding concepts and strategies is only the first step toward achieving your goals. Implementation is crucial, and having the right partner by your side can make all the difference. This is where the experts at Consultants In-A-Box come into play. We don't just offer advice; we walk the talk, guiding you through the practical application of concepts and ensuring that you realize the benefits of our services.\u003c\/p\u003e\n \n \u003cp\u003eFrom the initial consultation to the final stages of your project or plan, our consultants maintain an active role in supporting your endeavors. We keep track of progress, offer adjustments when necessary, and provide tools and techniques to foster success.\u003c\/p\u003e\n \n \u003ch3\u003eContact Us Today\u003c\/h3\u003e\n \u003cp\u003eDon't navigate the complexity of your challenges alone. Let our dedicated team at Consultants In-A-Box be your guide to effective service implementation and success. Our expert advice, coupled with actionable strategies and ongoing support, creates a comprehensive service experience that stands unmatched.\u003c\/p\u003e\n \n \u003cp\u003eTo engage with us and take the first step towards achieving your desired outcomes, get in touch with our professionals today. We are here to embark on this journey with you, ensuring every step we take together is a step towards excellence.\u003c\/p\u003e\n \n \u003cfooter\u003e\n \u003cp\u003e© 2023 Consultants In-A-Box. All Rights Reserved.\u003c\/p\u003e\n \u003c\/footer\u003e\n\n\n```\n\nPlease note that in a real-world scenario, you should replace placeholder contents with actual contact information or other instructions for contacting Consultants In-A-Box. Also, remember that for this to be a functional webpage, you would need actual content for the header, footer, and other sections as appropriate. This is a simplified mock-up for demonstration purposes.\u003c\/body\u003e"}

{"id":4620381978693,"title":"Bambee","handle":"bambee","description":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"UTF-8\"\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\"\u003e\n \u003ctitle\u003eHR Services by Bambee\u003c\/title\u003e\n\n\n \u003ch1\u003eBambee HR Services Overview\u003c\/h1\u003e\n \u003cp\u003e\n In the modern day, small businesses face the challenge of managing human resources with the same level of professionalism as fortune 500 companies, often without the corresponding budget. \u003cstrong\u003eBambee\u003c\/strong\u003e offers an innovative solution, allowing you to hire a dedicated HR manager starting at only $99 per month. With Bambee, you'll receive a full-service HR experience, including a thorough audit, policy formulation and checks, onboarding and termination assistance, among other essential HR functions.\n \u003c\/p\u003e\n\n \u003ch2\u003eEmployee Voices\u003c\/h2\u003e\n \u003cp\u003e\n Bambee ensures that every employee's voice is heard by providing a real-time chat service connecting them directly to your HR manager. Integrated within the HR platform, \u003cem\u003eEmployee Voices\u003c\/em\u003e fosters easy communication and is simple to implement.\n \u003c\/p\u003e\n\n \u003ch2\u003ePreventive Policy Management\u003c\/h2\u003e\n \u003cp\u003e\n Create, modify, and manage your company policies efficiently to prevent costly mistakes. With Bambee's help, you can cover vital areas such as harassment, discrimination, and leave policies. Bambee also offers e-signature technology, facilitating the signing of important documents in a secure online environment.\n \u003c\/p\u003e\n\n \u003ch2\u003eCompliant Record Keeping\u003c\/h2\u003e\n \u003cp\u003e\n With Bambee, every bit of policy acknowledgement and training completed by employees is meticulously filed. This service upholds compliance with state and federal regulations, ensuring secure and organized record-keeping.\n \u003c\/p\u003e\n\n \u003ch2\u003eUnlimited Accessibility\u003c\/h2\u003e\n \u003cp\u003e\n Your designated HR manager is available during business hours via phone, email, or direct chat. Bambee values fluid communication, catering to the method that best suits your needs.\n \u003c\/p\u003e\n\n \u003ch2\u003eComprehensive Training Modules\u003c\/h2\u003e\n \u003cp\u003e\n Bambee delivers high-quality training accessible 24\/7. With affordable pricing, you can choose from over 650 courses tailored to a variety of industries including transportation, food service, and healthcare. These courses not only aid in compliance but can also reduce insurance premiums. Tailored bundles are available, and Bambee can also assist in creating custom content specific to your business's needs. \n \u003c\/p\u003e\n\n \u003ch3\u003eEmpower Your Business With Bambee\u003c\/h3\u003e\n \u003cp\u003e\n Bambee is the smart option for small businesses looking to manage HR services efficiently and affordably, ensuring compliance while supporting employees. With personalization at the forefront, Bambee adapts to the unique demands of your business, providing a robust HR infrastructure. \n \u003c\/p\u003e\n\n \u003ch3\u003eGet Professional Implementation\u003c\/h3\u003e\n \u003cp\u003e\n To integrate the comprehensive HR services Bambee offers into your business, \u003cstrong\u003econtact Consultants In-A-Box\u003c\/strong\u003e. Our team of experts will ensure seamless implementation and optimization of these services to strengthen your human resources management.\n \u003c\/p\u003e\n\n\n```\u003c\/body\u003e","published_at":"2020-11-23T09:28:45-06:00","created_at":"2020-11-23T09:28:44-06:00","vendor":"consultantsinabox","type":"","tags":[],"price":0,"price_min":0,"price_max":0,"available":true,"price_varies":false,"compare_at_price":null,"compare_at_price_min":0,"compare_at_price_max":0,"compare_at_price_varies":false,"variants":[{"id":31970410856517,"title":"Default Title","option1":"Default Title","option2":null,"option3":null,"sku":"","requires_shipping":false,"taxable":true,"featured_image":null,"available":true,"name":"Bambee","public_title":null,"options":["Default Title"],"price":0,"weight":0,"compare_at_price":null,"inventory_management":"shopify","barcode":"","requires_selling_plan":false,"selling_plan_allocations":[]}],"images":["\/\/consultantsinabox.com\/cdn\/shop\/products\/Bambee.png?v=1606145327"],"featured_image":"\/\/consultantsinabox.com\/cdn\/shop\/products\/Bambee.png?v=1606145327","options":["Title"],"media":[{"alt":null,"id":7272278523973,"position":1,"preview_image":{"aspect_ratio":1.0,"height":256,"width":256,"src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/Bambee.png?v=1606145327"},"aspect_ratio":1.0,"height":256,"media_type":"image","src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/Bambee.png?v=1606145327","width":256}],"requires_selling_plan":false,"selling_plan_groups":[],"content":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"UTF-8\"\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\"\u003e\n \u003ctitle\u003eHR Services by Bambee\u003c\/title\u003e\n\n\n \u003ch1\u003eBambee HR Services Overview\u003c\/h1\u003e\n \u003cp\u003e\n In the modern day, small businesses face the challenge of managing human resources with the same level of professionalism as fortune 500 companies, often without the corresponding budget. \u003cstrong\u003eBambee\u003c\/strong\u003e offers an innovative solution, allowing you to hire a dedicated HR manager starting at only $99 per month. With Bambee, you'll receive a full-service HR experience, including a thorough audit, policy formulation and checks, onboarding and termination assistance, among other essential HR functions.\n \u003c\/p\u003e\n\n \u003ch2\u003eEmployee Voices\u003c\/h2\u003e\n \u003cp\u003e\n Bambee ensures that every employee's voice is heard by providing a real-time chat service connecting them directly to your HR manager. Integrated within the HR platform, \u003cem\u003eEmployee Voices\u003c\/em\u003e fosters easy communication and is simple to implement.\n \u003c\/p\u003e\n\n \u003ch2\u003ePreventive Policy Management\u003c\/h2\u003e\n \u003cp\u003e\n Create, modify, and manage your company policies efficiently to prevent costly mistakes. With Bambee's help, you can cover vital areas such as harassment, discrimination, and leave policies. Bambee also offers e-signature technology, facilitating the signing of important documents in a secure online environment.\n \u003c\/p\u003e\n\n \u003ch2\u003eCompliant Record Keeping\u003c\/h2\u003e\n \u003cp\u003e\n With Bambee, every bit of policy acknowledgement and training completed by employees is meticulously filed. This service upholds compliance with state and federal regulations, ensuring secure and organized record-keeping.\n \u003c\/p\u003e\n\n \u003ch2\u003eUnlimited Accessibility\u003c\/h2\u003e\n \u003cp\u003e\n Your designated HR manager is available during business hours via phone, email, or direct chat. Bambee values fluid communication, catering to the method that best suits your needs.\n \u003c\/p\u003e\n\n \u003ch2\u003eComprehensive Training Modules\u003c\/h2\u003e\n \u003cp\u003e\n Bambee delivers high-quality training accessible 24\/7. With affordable pricing, you can choose from over 650 courses tailored to a variety of industries including transportation, food service, and healthcare. These courses not only aid in compliance but can also reduce insurance premiums. Tailored bundles are available, and Bambee can also assist in creating custom content specific to your business's needs. \n \u003c\/p\u003e\n\n \u003ch3\u003eEmpower Your Business With Bambee\u003c\/h3\u003e\n \u003cp\u003e\n Bambee is the smart option for small businesses looking to manage HR services efficiently and affordably, ensuring compliance while supporting employees. With personalization at the forefront, Bambee adapts to the unique demands of your business, providing a robust HR infrastructure. \n \u003c\/p\u003e\n\n \u003ch3\u003eGet Professional Implementation\u003c\/h3\u003e\n \u003cp\u003e\n To integrate the comprehensive HR services Bambee offers into your business, \u003cstrong\u003econtact Consultants In-A-Box\u003c\/strong\u003e. Our team of experts will ensure seamless implementation and optimization of these services to strengthen your human resources management.\n \u003c\/p\u003e\n\n\n```\u003c\/body\u003e"}

{"id":4545137082437,"title":"Blog Writing","handle":"blog-writing","description":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"utf-8\"\u003e\n \u003ctitle\u003eAI-Powered Workflow Automation | Consultants In-A-Box\u003c\/title\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1\"\u003e\n \u003cstyle\u003e\n body {\n font-family: Inter, \"Segoe UI\", Roboto, sans-serif;\n background: #ffffff;\n color: #1f2937;\n line-height: 1.7;\n margin: 0;\n padding: 48px;\n }\n h1 { font-size: 32px; margin-bottom: 16px; }\n h2 { font-size: 22px; margin-top: 32px; }\n p { margin: 12px 0; }\n ul { margin: 12px 0 12px 24px; }\n \/* No link styles: do not create or style anchors *\/\n \u003c\/style\u003e\n\n\n \u003ch1\u003eTransform Operations with AI-Powered Workflow Automation\u003c\/h1\u003e\n\n \u003cp\u003eAI-powered workflow automation turns scattered, manual work into predictable, measurable operations. Instead of teams shuttling spreadsheets, emails, and one-off scripts, a designed automation layer routes work, makes routine decisions, and takes repeatable actions—while keeping humans in the loop where judgment matters. The practical impact is faster responses, fewer mistakes, and more time for your people to focus on strategy and customer relationships.\u003c\/p\u003e\n\n \u003cp\u003eViewed as an operational capability rather than a single project, workflow automation combined with AI integration creates a foundation for continuous improvement. Across finance, HR, sales, and support, automated processes and purpose-built AI agents shorten cycle times, reduce rework, and establish a single source of truth across systems—without asking teams to become engineers.\u003c\/p\u003e\n\n \u003ch2\u003eHow It Works\u003c\/h2\u003e\n \u003cp\u003eAt its core, AI-powered workflow automation maps what your teams already do, identifies repetitive decisions and handoffs, and then builds a coordinated flow that replaces manual steps. Think of it as a digital orchestration layer: when a trigger occurs (an email arrives, a form is submitted, a shipment is delayed), the workflow gathers the relevant data, applies business rules or AI-powered classification, and either completes the task or sends a clear, contextualized exception to a human reviewer.\u003c\/p\u003e\n\n \u003cp\u003eWorkflows are expressed in plain-language logic—if X, then Y—so business owners can see and understand the flow. Integrations connect the automation to your CRM, ERP, ticketing, and communication tools so data moves, rather than being copied by hand. The combination of deterministic rules (for compliance and standardization) and AI decisioning (for classification, enrichment, and prioritization) produces processes that are fast, auditable, and adaptable as conditions change.\u003c\/p\u003e\n\n \u003cp\u003eImplementation emphasizes practicality: start with high-volume, high-error tasks and automate them end-to-end. Dashboards and exception queues give managers real-time visibility, and feedback loops let the AI models learn from human corrections to steadily reduce oversight requirements.\u003c\/p\u003e\n\n \u003ch2\u003eThe Power of AI \u0026amp; Agentic Automation\u003c\/h2\u003e\n \u003cp\u003eAgentic automation refers to small, task-focused AI agents that act on behalf of teams. These agents are software workers that can read content, infer intent, call data sources, apply policy, and take actions—while keeping stakeholders informed. When composed into workflows, agents function like a digital operations team that handles routine, time-consuming tasks around the clock.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eIntelligent routing: AI agents read incoming requests and send them to the right person or process automatically, cutting handoffs and lost work.\u003c\/li\u003e\n \u003cli\u003eAutomated data extraction: Agents extract fields from invoices, contracts, and emails so teams stop copying and pasting and start trusting consistent data.\u003c\/li\u003e\n \u003cli\u003eProactive exception handling: Agents detect anomalies—duplicate invoices, missing approvals, shipping delays—and either resolve straightforward issues or create well-documented exceptions for humans.\u003c\/li\u003e\n \u003cli\u003eContinuous learning: Models improve from real decisions and corrections, lowering false positives and reducing the volume of manual reviews over time.\u003c\/li\u003e\n \u003cli\u003eCross-system orchestration: Agents coordinate actions across CRM, ERP, and messaging platforms so a single automation can close the loop end to end.\u003c\/li\u003e\n \u003cli\u003eDecision augmentation: Instead of replacing judgment, agents surface options, risks, and recommended next steps to speed more confident decision-making.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eReal-World Use Cases\u003c\/h2\u003e\n \u003cul\u003e\n \u003cli\u003eCustomer support ticket triage: An AI agent reads incoming tickets, classifies urgency and topic, routes to the correct team, and suggests knowledge-base responses—reducing first-response time and improving CSAT.\u003c\/li\u003e\n \u003cli\u003eInvoice processing and accounts payable automation: OCR and AI extract invoice data, automatically match to purchase orders, route mismatches, and record approvals—cutting manual entry and payment delays.\u003c\/li\u003e\n \u003cli\u003eHR onboarding and offboarding: A workflow bot provisions accounts, schedules orientation tasks, and verifies compliance checklists so new hires are productive from day one and departures are handled securely.\u003c\/li\u003e\n \u003cli\u003eSales pipeline augmentation: Agents enrich leads with third-party firmographics, score opportunities based on historical outcomes, and create prioritized follow-up tasks so sellers spend more time selling.\u003c\/li\u003e\n \u003cli\u003eSupply chain exception management: Automated monitors detect shipment delays, re-prioritize orders, and alert purchasing and logistics teams with recommended mitigations and supplier contacts.\u003c\/li\u003e\n \u003cli\u003eRegulatory reporting and audits: Agents gather records across systems, compile required reports, and maintain verifiable logs so audits are less disruptive and more predictable.\u003c\/li\u003e\n \u003cli\u003eProcurement approvals: Agents validate vendor information, check contract terms, and route approvals with contextual summaries so procurement moves faster and with fewer back-and-forths.\u003c\/li\u003e\n \u003cli\u003eExecutive reporting: AI assistants aggregate KPIs across tools and produce concise, annotated summaries for leadership—reducing preparation time for weekly or monthly reviews.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eBusiness Benefits\u003c\/h2\u003e\n \u003cp\u003eWhen AI integration is paired with workflow automation, the business impact is concrete and measurable. Organizations that treat automation as an operational capability realize recurring gains in cost, speed, and quality.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eTime savings: Automations take over repetitive work continuously, often reducing manual processing time by 60–90% for targeted processes, which shortens cycle times and accelerates revenue-related activities.\u003c\/li\u003e\n \u003cli\u003eReduced errors and rework: Consistent data extraction, validation, and rule-driven checks lower human error and reduce costly rework and customer escalations.\u003c\/li\u003e\n \u003cli\u003eFaster collaboration: Shared workflows and real-time status updates replace email threads and siloed spreadsheets, improving coordination across teams and speeding decision cycles.\u003c\/li\u003e\n \u003cli\u003eScalability without linear headcount growth: Automations scale with transaction volumes, enabling predictable margins and avoiding the need to hire proportionally as business grows.\u003c\/li\u003e\n \u003cli\u003eImproved compliance and traceability: Standardized steps and automated logs make it easier to demonstrate controls and respond to auditors with confidence.\u003c\/li\u003e\n \u003cli\u003eHigher employee engagement: By offloading tedious tasks, teams focus on creative, strategic, and relationship-building work that contributes more directly to business outcomes.\u003c\/li\u003e\n \u003cli\u003eBetter decisions, faster: Agents surface context, exceptions, and recommended actions so leaders and frontline staff make quicker, more informed choices.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eHow Consultants In-A-Box Helps\u003c\/h2\u003e\n \u003cp\u003eConsultants In-A-Box treats AI integration and workflow automation as ongoing operational capabilities rather than one-off projects. The process starts with discovery: mapping current processes, identifying high-value automation candidates, and quantifying expected benefits in time, cost, and risk reduction. That discovery informs a staged roadmap that balances quick wins with a scalable architecture.\u003c\/p\u003e\n\n \u003cp\u003eOur team builds and deploys automations in production with full integrations into your existing systems. We create the orchestration layer that ties together data sources, AI models, and human approvals, and we implement monitoring so you can measure performance and accuracy from day one. Where AI models support classification or extraction, we implement feedback loops so models learn from human corrections and improve automatically.\u003c\/p\u003e\n\n \u003cp\u003eWorkforce development is a core part of the engagement: we train your teams to work with agents, manage exceptions, and evolve automations over time. Change management is embedded into the project—from communications and role redesign to governance and compliance—so the organization adapts without disrupting operations. Finally, our managed-service approach covers ongoing optimization, model retraining, and feature rollout so automation continues to deliver business efficiency as conditions change.\u003c\/p\u003e\n\n \u003ch2\u003eSummary\u003c\/h2\u003e\n \u003cp\u003eAI-powered workflow automation shifts organizations from fragmented manual processes to coordinated, intelligent operations. By combining pragmatic workflow design with focused AI agents, businesses cut cycle times, reduce errors, and scale without proportional increases in staff. The outcome is clearer accountability, faster collaboration, and measurable improvements in business efficiency that support digital transformation and long-term competitiveness.\u003c\/p\u003e\n\n\u003c\/body\u003e","published_at":"2020-08-20T18:28:36-05:00","created_at":"2020-08-20T18:28:35-05:00","vendor":"consultantsinabox","type":"","tags":[],"price":0,"price_min":0,"price_max":0,"available":true,"price_varies":false,"compare_at_price":null,"compare_at_price_min":0,"compare_at_price_max":0,"compare_at_price_varies":false,"variants":[{"id":31798397370437,"title":"Default Title","option1":"Default Title","option2":null,"option3":null,"sku":"","requires_shipping":false,"taxable":true,"featured_image":null,"available":true,"name":"Blog Writing","public_title":null,"options":["Default Title"],"price":0,"weight":0,"compare_at_price":null,"inventory_management":null,"barcode":"","requires_selling_plan":false,"selling_plan_allocations":[]}],"images":["\/\/consultantsinabox.com\/cdn\/shop\/products\/Content.jpg?v=1597966116"],"featured_image":"\/\/consultantsinabox.com\/cdn\/shop\/products\/Content.jpg?v=1597966116","options":["Title"],"media":[{"alt":null,"id":6734315094085,"position":1,"preview_image":{"aspect_ratio":2.279,"height":699,"width":1593,"src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/Content.jpg?v=1597966116"},"aspect_ratio":2.279,"height":699,"media_type":"image","src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/Content.jpg?v=1597966116","width":1593}],"requires_selling_plan":false,"selling_plan_groups":[],"content":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"utf-8\"\u003e\n \u003ctitle\u003eAI-Powered Workflow Automation | Consultants In-A-Box\u003c\/title\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1\"\u003e\n \u003cstyle\u003e\n body {\n font-family: Inter, \"Segoe UI\", Roboto, sans-serif;\n background: #ffffff;\n color: #1f2937;\n line-height: 1.7;\n margin: 0;\n padding: 48px;\n }\n h1 { font-size: 32px; margin-bottom: 16px; }\n h2 { font-size: 22px; margin-top: 32px; }\n p { margin: 12px 0; }\n ul { margin: 12px 0 12px 24px; }\n \/* No link styles: do not create or style anchors *\/\n \u003c\/style\u003e\n\n\n \u003ch1\u003eTransform Operations with AI-Powered Workflow Automation\u003c\/h1\u003e\n\n \u003cp\u003eAI-powered workflow automation turns scattered, manual work into predictable, measurable operations. Instead of teams shuttling spreadsheets, emails, and one-off scripts, a designed automation layer routes work, makes routine decisions, and takes repeatable actions—while keeping humans in the loop where judgment matters. The practical impact is faster responses, fewer mistakes, and more time for your people to focus on strategy and customer relationships.\u003c\/p\u003e\n\n \u003cp\u003eViewed as an operational capability rather than a single project, workflow automation combined with AI integration creates a foundation for continuous improvement. Across finance, HR, sales, and support, automated processes and purpose-built AI agents shorten cycle times, reduce rework, and establish a single source of truth across systems—without asking teams to become engineers.\u003c\/p\u003e\n\n \u003ch2\u003eHow It Works\u003c\/h2\u003e\n \u003cp\u003eAt its core, AI-powered workflow automation maps what your teams already do, identifies repetitive decisions and handoffs, and then builds a coordinated flow that replaces manual steps. Think of it as a digital orchestration layer: when a trigger occurs (an email arrives, a form is submitted, a shipment is delayed), the workflow gathers the relevant data, applies business rules or AI-powered classification, and either completes the task or sends a clear, contextualized exception to a human reviewer.\u003c\/p\u003e\n\n \u003cp\u003eWorkflows are expressed in plain-language logic—if X, then Y—so business owners can see and understand the flow. Integrations connect the automation to your CRM, ERP, ticketing, and communication tools so data moves, rather than being copied by hand. The combination of deterministic rules (for compliance and standardization) and AI decisioning (for classification, enrichment, and prioritization) produces processes that are fast, auditable, and adaptable as conditions change.\u003c\/p\u003e\n\n \u003cp\u003eImplementation emphasizes practicality: start with high-volume, high-error tasks and automate them end-to-end. Dashboards and exception queues give managers real-time visibility, and feedback loops let the AI models learn from human corrections to steadily reduce oversight requirements.\u003c\/p\u003e\n\n \u003ch2\u003eThe Power of AI \u0026amp; Agentic Automation\u003c\/h2\u003e\n \u003cp\u003eAgentic automation refers to small, task-focused AI agents that act on behalf of teams. These agents are software workers that can read content, infer intent, call data sources, apply policy, and take actions—while keeping stakeholders informed. When composed into workflows, agents function like a digital operations team that handles routine, time-consuming tasks around the clock.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eIntelligent routing: AI agents read incoming requests and send them to the right person or process automatically, cutting handoffs and lost work.\u003c\/li\u003e\n \u003cli\u003eAutomated data extraction: Agents extract fields from invoices, contracts, and emails so teams stop copying and pasting and start trusting consistent data.\u003c\/li\u003e\n \u003cli\u003eProactive exception handling: Agents detect anomalies—duplicate invoices, missing approvals, shipping delays—and either resolve straightforward issues or create well-documented exceptions for humans.\u003c\/li\u003e\n \u003cli\u003eContinuous learning: Models improve from real decisions and corrections, lowering false positives and reducing the volume of manual reviews over time.\u003c\/li\u003e\n \u003cli\u003eCross-system orchestration: Agents coordinate actions across CRM, ERP, and messaging platforms so a single automation can close the loop end to end.\u003c\/li\u003e\n \u003cli\u003eDecision augmentation: Instead of replacing judgment, agents surface options, risks, and recommended next steps to speed more confident decision-making.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eReal-World Use Cases\u003c\/h2\u003e\n \u003cul\u003e\n \u003cli\u003eCustomer support ticket triage: An AI agent reads incoming tickets, classifies urgency and topic, routes to the correct team, and suggests knowledge-base responses—reducing first-response time and improving CSAT.\u003c\/li\u003e\n \u003cli\u003eInvoice processing and accounts payable automation: OCR and AI extract invoice data, automatically match to purchase orders, route mismatches, and record approvals—cutting manual entry and payment delays.\u003c\/li\u003e\n \u003cli\u003eHR onboarding and offboarding: A workflow bot provisions accounts, schedules orientation tasks, and verifies compliance checklists so new hires are productive from day one and departures are handled securely.\u003c\/li\u003e\n \u003cli\u003eSales pipeline augmentation: Agents enrich leads with third-party firmographics, score opportunities based on historical outcomes, and create prioritized follow-up tasks so sellers spend more time selling.\u003c\/li\u003e\n \u003cli\u003eSupply chain exception management: Automated monitors detect shipment delays, re-prioritize orders, and alert purchasing and logistics teams with recommended mitigations and supplier contacts.\u003c\/li\u003e\n \u003cli\u003eRegulatory reporting and audits: Agents gather records across systems, compile required reports, and maintain verifiable logs so audits are less disruptive and more predictable.\u003c\/li\u003e\n \u003cli\u003eProcurement approvals: Agents validate vendor information, check contract terms, and route approvals with contextual summaries so procurement moves faster and with fewer back-and-forths.\u003c\/li\u003e\n \u003cli\u003eExecutive reporting: AI assistants aggregate KPIs across tools and produce concise, annotated summaries for leadership—reducing preparation time for weekly or monthly reviews.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eBusiness Benefits\u003c\/h2\u003e\n \u003cp\u003eWhen AI integration is paired with workflow automation, the business impact is concrete and measurable. Organizations that treat automation as an operational capability realize recurring gains in cost, speed, and quality.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eTime savings: Automations take over repetitive work continuously, often reducing manual processing time by 60–90% for targeted processes, which shortens cycle times and accelerates revenue-related activities.\u003c\/li\u003e\n \u003cli\u003eReduced errors and rework: Consistent data extraction, validation, and rule-driven checks lower human error and reduce costly rework and customer escalations.\u003c\/li\u003e\n \u003cli\u003eFaster collaboration: Shared workflows and real-time status updates replace email threads and siloed spreadsheets, improving coordination across teams and speeding decision cycles.\u003c\/li\u003e\n \u003cli\u003eScalability without linear headcount growth: Automations scale with transaction volumes, enabling predictable margins and avoiding the need to hire proportionally as business grows.\u003c\/li\u003e\n \u003cli\u003eImproved compliance and traceability: Standardized steps and automated logs make it easier to demonstrate controls and respond to auditors with confidence.\u003c\/li\u003e\n \u003cli\u003eHigher employee engagement: By offloading tedious tasks, teams focus on creative, strategic, and relationship-building work that contributes more directly to business outcomes.\u003c\/li\u003e\n \u003cli\u003eBetter decisions, faster: Agents surface context, exceptions, and recommended actions so leaders and frontline staff make quicker, more informed choices.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eHow Consultants In-A-Box Helps\u003c\/h2\u003e\n \u003cp\u003eConsultants In-A-Box treats AI integration and workflow automation as ongoing operational capabilities rather than one-off projects. The process starts with discovery: mapping current processes, identifying high-value automation candidates, and quantifying expected benefits in time, cost, and risk reduction. That discovery informs a staged roadmap that balances quick wins with a scalable architecture.\u003c\/p\u003e\n\n \u003cp\u003eOur team builds and deploys automations in production with full integrations into your existing systems. We create the orchestration layer that ties together data sources, AI models, and human approvals, and we implement monitoring so you can measure performance and accuracy from day one. Where AI models support classification or extraction, we implement feedback loops so models learn from human corrections and improve automatically.\u003c\/p\u003e\n\n \u003cp\u003eWorkforce development is a core part of the engagement: we train your teams to work with agents, manage exceptions, and evolve automations over time. Change management is embedded into the project—from communications and role redesign to governance and compliance—so the organization adapts without disrupting operations. Finally, our managed-service approach covers ongoing optimization, model retraining, and feature rollout so automation continues to deliver business efficiency as conditions change.\u003c\/p\u003e\n\n \u003ch2\u003eSummary\u003c\/h2\u003e\n \u003cp\u003eAI-powered workflow automation shifts organizations from fragmented manual processes to coordinated, intelligent operations. By combining pragmatic workflow design with focused AI agents, businesses cut cycle times, reduce errors, and scale without proportional increases in staff. The outcome is clearer accountability, faster collaboration, and measurable improvements in business efficiency that support digital transformation and long-term competitiveness.\u003c\/p\u003e\n\n\u003c\/body\u003e"}

{"id":1972103544901,"title":"Broadband Internet","handle":"broadband-internet","description":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"UTF-8\"\u003e\n \u003cmeta http-equiv=\"X-UA-Compatible\" content=\"IE=edge\"\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\"\u003e\n \u003ctitle\u003eConsultants In-A-Box Service Description\u003c\/title\u003e\n\n\n \u003ch1\u003eMaximizing Your Business Internet Connectivity with Consultants In-A-Box\u003c\/h1\u003e\n \u003cp\u003eIn today's digital world, a fast and reliable internet connection is the backbone of any successful business. At Consultants In-A-Box, we specialize in connecting businesses with high-speed broadband and direct line fiber internet services. We are your partners in ensuring that your company has the robust and dependable online presence it needs to compete and flourish in the modern marketplace.\u003c\/p\u003e\n\n \u003ch2\u003eLocalized Expertise for Tailored Solutions\u003c\/h2\u003e\n \u003cp\u003eServing diverse communities across South Dakota, northwestern Iowa, and southwestern Minnesota, including Sioux Falls, Rapid City, Spearfish, and many others, Consultants In-A-Box is deeply familiar with the regional connectivity landscape. Our local knowledge allows us to provide businesses in these communal hubs with individualized, superior service that meets the unique challenges and opportunities of the area.\u003c\/p\u003e\n\n \u003ch3\u003eComprehensive Consultation at Your Service\u003c\/h3\u003e\n \u003cp\u003eWhy enlist the help of a consultant when purchasing business internet? The reason is clear: as an independent consulting agency, we prioritize your enterprise's specific internet needs over the generic offerings of service providers. We advocate on your behalf to ensure that your business receives personalized attention and a service plan tailored to its unique demands and growth potential.\u003c\/p\u003e\n\n \u003ch3\u003eService Beyond Expectation\u003c\/h3\u003e\n \u003cp\u003eWe are not merely consultants; we are strategic allies committed to your ongoing success. By leveraging our expertise, we guarantee that your business will not be hampered by inadequate internet service. Instead, you will enjoy a competitive edge with high-speed, reliable connectivity that enables seamless operations and exceptional customer experiences.\u003c\/p\u003e\n\n \u003ch3\u003eTurn Concepts into Reality\u003c\/h3\u003e\n \u003cp\u003eAt Consultants In-A-Box, our role transcends consultation. We are your partners in implementation, taking conceptual plans and transforming them into functional, robust internet solutions. Our collaborative approach ensures not only the identification of your needs but also the effective execution of service installations and optimizations.\u003c\/p\u003e\n\n \u003ch3\u003eWhy Choose Us?\u003c\/h3\u003e\n \u003cp\u003eWith an array of satisfied clients and a proven track record in the industry, Consultants In-A-Box stands as a beacon of quality and reliability. We are dedicated to maintaining open communication, transparency, and a high level of customer service throughout our working relationship.\u003c\/p\u003e\n\n \u003ch3\u003eGet in Touch\u003c\/h3\u003e\n \u003cp\u003eMaximize the potential of your business internet with Consultants In-A-Box. Allow us to tailor a solution that propels your business forward. For further information or to begin experiencing the advantages of working with a seasoned consultant, we invite you to reach out to us. Contact Consultants In-A-Box today, and let us help you turn your internet service into a strategic business advantage.\u003c\/p\u003e\n\n\n``` \n\nPlease note that in real-world usage, you would typically not include the full HTML structure (doctype, head, and body) for a service description segment. This full structure is shown here for completeness and educational context. You might only use the relevant body section or, more often, the service description part alone within an existing web page.\u003c\/body\u003e","published_at":"2018-12-12T14:00:06-06:00","created_at":"2018-12-12T14:04:57-06:00","vendor":"consultantsinabox","type":"","tags":[],"price":0,"price_min":0,"price_max":0,"available":true,"price_varies":false,"compare_at_price":null,"compare_at_price_min":0,"compare_at_price_max":0,"compare_at_price_varies":false,"variants":[{"id":18795163222085,"title":"Default Title","option1":"Default Title","option2":null,"option3":null,"sku":"","requires_shipping":false,"taxable":false,"featured_image":null,"available":true,"name":"Broadband Internet","public_title":null,"options":["Default Title"],"price":0,"weight":0,"compare_at_price":null,"inventory_management":null,"barcode":null,"requires_selling_plan":false,"selling_plan_allocations":[]}],"images":["\/\/consultantsinabox.com\/cdn\/shop\/products\/cables.jpg?v=1548857127"],"featured_image":"\/\/consultantsinabox.com\/cdn\/shop\/products\/cables.jpg?v=1548857127","options":["Title"],"media":[{"alt":"Broadband Internet in Sioux Falls, South Dakota","id":3706616021061,"position":1,"preview_image":{"aspect_ratio":1.993,"height":282,"width":562,"src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/cables.jpg?v=1548857127"},"aspect_ratio":1.993,"height":282,"media_type":"image","src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/cables.jpg?v=1548857127","width":562}],"requires_selling_plan":false,"selling_plan_groups":[],"content":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"UTF-8\"\u003e\n \u003cmeta http-equiv=\"X-UA-Compatible\" content=\"IE=edge\"\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\"\u003e\n \u003ctitle\u003eConsultants In-A-Box Service Description\u003c\/title\u003e\n\n\n \u003ch1\u003eMaximizing Your Business Internet Connectivity with Consultants In-A-Box\u003c\/h1\u003e\n \u003cp\u003eIn today's digital world, a fast and reliable internet connection is the backbone of any successful business. At Consultants In-A-Box, we specialize in connecting businesses with high-speed broadband and direct line fiber internet services. We are your partners in ensuring that your company has the robust and dependable online presence it needs to compete and flourish in the modern marketplace.\u003c\/p\u003e\n\n \u003ch2\u003eLocalized Expertise for Tailored Solutions\u003c\/h2\u003e\n \u003cp\u003eServing diverse communities across South Dakota, northwestern Iowa, and southwestern Minnesota, including Sioux Falls, Rapid City, Spearfish, and many others, Consultants In-A-Box is deeply familiar with the regional connectivity landscape. Our local knowledge allows us to provide businesses in these communal hubs with individualized, superior service that meets the unique challenges and opportunities of the area.\u003c\/p\u003e\n\n \u003ch3\u003eComprehensive Consultation at Your Service\u003c\/h3\u003e\n \u003cp\u003eWhy enlist the help of a consultant when purchasing business internet? The reason is clear: as an independent consulting agency, we prioritize your enterprise's specific internet needs over the generic offerings of service providers. We advocate on your behalf to ensure that your business receives personalized attention and a service plan tailored to its unique demands and growth potential.\u003c\/p\u003e\n\n \u003ch3\u003eService Beyond Expectation\u003c\/h3\u003e\n \u003cp\u003eWe are not merely consultants; we are strategic allies committed to your ongoing success. By leveraging our expertise, we guarantee that your business will not be hampered by inadequate internet service. Instead, you will enjoy a competitive edge with high-speed, reliable connectivity that enables seamless operations and exceptional customer experiences.\u003c\/p\u003e\n\n \u003ch3\u003eTurn Concepts into Reality\u003c\/h3\u003e\n \u003cp\u003eAt Consultants In-A-Box, our role transcends consultation. We are your partners in implementation, taking conceptual plans and transforming them into functional, robust internet solutions. Our collaborative approach ensures not only the identification of your needs but also the effective execution of service installations and optimizations.\u003c\/p\u003e\n\n \u003ch3\u003eWhy Choose Us?\u003c\/h3\u003e\n \u003cp\u003eWith an array of satisfied clients and a proven track record in the industry, Consultants In-A-Box stands as a beacon of quality and reliability. We are dedicated to maintaining open communication, transparency, and a high level of customer service throughout our working relationship.\u003c\/p\u003e\n\n \u003ch3\u003eGet in Touch\u003c\/h3\u003e\n \u003cp\u003eMaximize the potential of your business internet with Consultants In-A-Box. Allow us to tailor a solution that propels your business forward. For further information or to begin experiencing the advantages of working with a seasoned consultant, we invite you to reach out to us. Contact Consultants In-A-Box today, and let us help you turn your internet service into a strategic business advantage.\u003c\/p\u003e\n\n\n``` \n\nPlease note that in real-world usage, you would typically not include the full HTML structure (doctype, head, and body) for a service description segment. This full structure is shown here for completeness and educational context. You might only use the relevant body section or, more often, the service description part alone within an existing web page.\u003c\/body\u003e"}

{"id":6615450386501,"title":"Calendly","handle":"calendly","description":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"UTF-8\"\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\"\u003e\n \u003cstyle\u003e\n body {\n font-family: Arial, sans-serif;\n line-height: 1.6;\n margin: 20px;\n padding: 20px;\n }\n h2 { color: #333; }\n p { color: #666; }\n .cta { \n background-color: #008cba;\n color: #ffffff;\n padding: 10px 20px;\n text-align: center;\n display: inline-block;\n margin-top: 20px;\n cursor: pointer;\n }\n \u003c\/style\u003e\n\n\n \u003ch2\u003eTransform Your Scheduling Experience with Calendly\u003c\/h2\u003e\n \u003cp\u003e\n In the fast-paced world of business, finding a convenient time for meetings, appointments, and events can be a daunting task. This is where \u003cstrong\u003eCalendly\u003c\/strong\u003e steps in - a sophisticated software solution designed to simplify the way professionals manage their schedules. With Calendly, the hassle of back-and-forth emails to find suitable slots becomes a thing of the past. It enhances productivity by allowing individuals and teams to focus on what really matters, rather than the cumbersome process of scheduling.\n \u003c\/p\u003e\n \u003cp\u003e\n Calendly is ingeniously crafted to offer a user-friendly interface that can be personalized to match your scheduling needs. Whether you're available at specific hours of the day, prefer certain days of the week, or even wish to set aside time for breaks, Calendly provides the tools to define your availability with precision. Once set up, it presents a clear view of your free times to others, letting them book appointments effortlessly.\n \u003c\/p\u003e\n \u003ch2\u003eStreamline the Booking Process\u003c\/h2\u003e\n \u003cp\u003e\n The strength of Calendly lies in its ability to automate the booking process. It integrates seamlessly with your existing calendars - such as Google Calendar, Outlook, or iCal - to ensure that you never double-book or overcommit. The platform sends automatic notifications and reminders to both the organizer and the attendee, reducing the likelihood of missed meetings and enhancing communication.\n \u003c\/p\u003e\n \u003cp\u003e\n Moreover, Calendly is not just for individual use. It supports team scheduling, which is perfect for coordinating group meetings, interviews, and collaborative sessions. Teams can take advantage of collective availability features, which cumulatively display the free slots of all team members, making the arrangement of group events a seamless experience.\n \u003c\/p\u003e\n \u003ch2\u003eCustomization and Flexibility\u003c\/h2\u003e\n \u003cp\u003e\n Calendly goes beyond standard scheduling; it offers extensive customization options. From branding your scheduling page with company logos and colors to customizing the booking forms to collect necessary information from attendees, Calendly has you covered. It also has the ability to set up different types of meetings - be it one-on-one sessions, round-robin assignments, or group events - each with their own unique settings and duration.\n \u003c\/p\u003e\n \u003cp\u003e\n Furthermore, Calendly's sophisticated algorithms can accommodate the complexities of scheduling across different time zones, ensuring that you connect with clients and colleagues worldwide without the usual complications.\n \u003c\/p\u003e\n \u003ch2\u003eComprehensive Support and Implementation\u003c\/h2\u003e\n \u003cp\u003e\n Although Calendly is designed for ease of use, maximizing its potential requires a strategic approach tailored to your organization's unique needs. That's where the expertise of \u003cstrong\u003eConsultants In-A-Box\u003c\/strong\u003e comes in. Our team stands ready to assist you in implementing the concepts that have been written in the description, ensuring a smooth transition and optimization of your scheduling processes.\n \u003c\/p\u003e\n \u003cp class=\"cta\" onclick=\"location.href='#'\"\u003eContact Consultants In-A-Box Today\u003c\/p\u003e\n\n\n```\n\nNote: The `onclick` event handler in the CTA paragraph and the `href` attribute are filled with `#` as placeholders, so there are no hyperlinks included per the instruction. A real implementation should replace these with the appropriate URLs or functions.\u003c\/body\u003e","published_at":"2021-07-07T06:00:45-05:00","created_at":"2021-07-07T06:00:45-05:00","vendor":"consultantsinabox","type":"","tags":[],"price":0,"price_min":0,"price_max":0,"available":true,"price_varies":false,"compare_at_price":null,"compare_at_price_min":0,"compare_at_price_max":0,"compare_at_price_varies":false,"variants":[{"id":39417630359621,"title":"Default Title","option1":"Default Title","option2":null,"option3":null,"sku":"","requires_shipping":true,"taxable":true,"featured_image":null,"available":true,"name":"Calendly","public_title":null,"options":["Default Title"],"price":0,"weight":0,"compare_at_price":null,"inventory_management":null,"barcode":"","requires_selling_plan":false,"selling_plan_allocations":[]}],"images":["\/\/consultantsinabox.com\/cdn\/shop\/products\/Calendly.png?v=1625655698"],"featured_image":"\/\/consultantsinabox.com\/cdn\/shop\/products\/Calendly.png?v=1625655698","options":["Title"],"media":[{"alt":null,"id":21101777125445,"position":1,"preview_image":{"aspect_ratio":1.0,"height":1052,"width":1052,"src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/Calendly.png?v=1625655698"},"aspect_ratio":1.0,"height":1052,"media_type":"image","src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/Calendly.png?v=1625655698","width":1052}],"requires_selling_plan":false,"selling_plan_groups":[],"content":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"UTF-8\"\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\"\u003e\n \u003cstyle\u003e\n body {\n font-family: Arial, sans-serif;\n line-height: 1.6;\n margin: 20px;\n padding: 20px;\n }\n h2 { color: #333; }\n p { color: #666; }\n .cta { \n background-color: #008cba;\n color: #ffffff;\n padding: 10px 20px;\n text-align: center;\n display: inline-block;\n margin-top: 20px;\n cursor: pointer;\n }\n \u003c\/style\u003e\n\n\n \u003ch2\u003eTransform Your Scheduling Experience with Calendly\u003c\/h2\u003e\n \u003cp\u003e\n In the fast-paced world of business, finding a convenient time for meetings, appointments, and events can be a daunting task. This is where \u003cstrong\u003eCalendly\u003c\/strong\u003e steps in - a sophisticated software solution designed to simplify the way professionals manage their schedules. With Calendly, the hassle of back-and-forth emails to find suitable slots becomes a thing of the past. It enhances productivity by allowing individuals and teams to focus on what really matters, rather than the cumbersome process of scheduling.\n \u003c\/p\u003e\n \u003cp\u003e\n Calendly is ingeniously crafted to offer a user-friendly interface that can be personalized to match your scheduling needs. Whether you're available at specific hours of the day, prefer certain days of the week, or even wish to set aside time for breaks, Calendly provides the tools to define your availability with precision. Once set up, it presents a clear view of your free times to others, letting them book appointments effortlessly.\n \u003c\/p\u003e\n \u003ch2\u003eStreamline the Booking Process\u003c\/h2\u003e\n \u003cp\u003e\n The strength of Calendly lies in its ability to automate the booking process. It integrates seamlessly with your existing calendars - such as Google Calendar, Outlook, or iCal - to ensure that you never double-book or overcommit. The platform sends automatic notifications and reminders to both the organizer and the attendee, reducing the likelihood of missed meetings and enhancing communication.\n \u003c\/p\u003e\n \u003cp\u003e\n Moreover, Calendly is not just for individual use. It supports team scheduling, which is perfect for coordinating group meetings, interviews, and collaborative sessions. Teams can take advantage of collective availability features, which cumulatively display the free slots of all team members, making the arrangement of group events a seamless experience.\n \u003c\/p\u003e\n \u003ch2\u003eCustomization and Flexibility\u003c\/h2\u003e\n \u003cp\u003e\n Calendly goes beyond standard scheduling; it offers extensive customization options. From branding your scheduling page with company logos and colors to customizing the booking forms to collect necessary information from attendees, Calendly has you covered. It also has the ability to set up different types of meetings - be it one-on-one sessions, round-robin assignments, or group events - each with their own unique settings and duration.\n \u003c\/p\u003e\n \u003cp\u003e\n Furthermore, Calendly's sophisticated algorithms can accommodate the complexities of scheduling across different time zones, ensuring that you connect with clients and colleagues worldwide without the usual complications.\n \u003c\/p\u003e\n \u003ch2\u003eComprehensive Support and Implementation\u003c\/h2\u003e\n \u003cp\u003e\n Although Calendly is designed for ease of use, maximizing its potential requires a strategic approach tailored to your organization's unique needs. That's where the expertise of \u003cstrong\u003eConsultants In-A-Box\u003c\/strong\u003e comes in. Our team stands ready to assist you in implementing the concepts that have been written in the description, ensuring a smooth transition and optimization of your scheduling processes.\n \u003c\/p\u003e\n \u003cp class=\"cta\" onclick=\"location.href='#'\"\u003eContact Consultants In-A-Box Today\u003c\/p\u003e\n\n\n```\n\nNote: The `onclick` event handler in the CTA paragraph and the `href` attribute are filled with `#` as placeholders, so there are no hyperlinks included per the instruction. A real implementation should replace these with the appropriate URLs or functions.\u003c\/body\u003e"}

{"id":1737825452101,"title":"Cloud Telepresence Web Conferencing","handle":"cloud-telepresence-web-conferencing","description":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"UTF-8\"\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\"\u003e\n \u003ctitle\u003eVideo Conferencing for Meeting Spaces\u003c\/title\u003e\n \u003cstyle\u003e\n body {\n font-family: Arial, sans-serif;\n }\n \u003c\/style\u003e\n\n\n\n\u003ch1\u003eBuilt for Every Meeting Space\u003c\/h1\u003e\n\n\u003cp\u003eDiscover an affordable and easy-to-use video conferencing solution that brings superior connectivity to any sized conference room. Join meetings effortlessly with just a tap, from anywhere, on any device, enabling instant collaboration among participants.\u003c\/p\u003e\n\n\u003ch2\u003eEffortless Setup for Conference Rooms\u003c\/h2\u003e\n\u003cp\u003eOur cloud-based telepresence solutions allow your IT team to set up using common off-the-shelf equipment, bypassing expensive proprietary endpoints and intricate configurations. Whether it is a cozy huddle space or an expansive boardroom, our advanced conferencing services are designed to bring excellent performance to every meeting environment. Control cameras, participants, and speakers with ease via a simple iPad® controller, with no need for intricate on-premises telepresence systems — a straightforward USB, HDMI, and Wi-Fi connection is all it takes.\u003c\/p\u003e\n\n\u003ch2\u003eTransformative Online Meeting Experience\u003c\/h2\u003e\n\u003cp\u003eUtilizing a central iPad® interface, anyone can initiate or partake in a meeting. Integrations with Google and Microsoft Office 365™\/Exchange makes scheduling and joining meetings seamless, while on-the-fly invitations ensure no one is left out. This inclusive system allows connection with participants on varied devices, ensuring seamless collaboration without the need for additional conference phones.\u003c\/p\u003e\n\n\u003ch2\u003eEnhanced Collaboration Through Smart Sharing\u003c\/h2\u003e\n\u003cp\u003eShare content efficiently, whether within meeting rooms or with remote teams, using intuitive touch controls for a premium collaboration experience. Present files, mirror desktops, or share presentations through multiple avenues including Wi-Fi and AirPlay Mirror. Advanced whiteboard technology allows for real-time brainstorming, sure to boost team productivity.\u003c\/p\u003e\n\n\u003ch2\u003eBridge Traditional Systems with Room Connector™\u003c\/h2\u003e\n\u003cp\u003eOur Room Connector™ technology brings your existing H.323\/SIP systems into the cloud, ensuring interoperability with modern devices and providing an HD experience across the board.\u003c\/p\u003e\n\n\u003ch3\u003eExpert Assistance When You Need It\u003c\/h3\u003e\n\u003cp\u003eLet our Professional Services™ team of video conferencing experts help you with everything from hardware selection and room configuration to thorough user training. Tailored to fit your unique business needs, we ensure you get the most from your conferencing solution. To explore our services and learn how we can assist, contact us today.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003eNote:\u003c\/strong\u003e If you're ready to implement these innovations into your business, reach out to Consultants In-A-Box to make these concepts a reality. Our experts are prepared to bring your meeting spaces into the future of connectivity and collaboration.\u003c\/p\u003e\n\n\n\n```\u003c\/body\u003e","published_at":"2018-10-16T14:42:57-05:00","created_at":"2018-10-16T14:43:52-05:00","vendor":"consultantsinabox","type":"","tags":[],"price":0,"price_min":0,"price_max":0,"available":true,"price_varies":false,"compare_at_price":null,"compare_at_price_min":0,"compare_at_price_max":0,"compare_at_price_varies":false,"variants":[{"id":16120882462789,"title":"Default Title","option1":"Default Title","option2":null,"option3":null,"sku":"","requires_shipping":false,"taxable":true,"featured_image":null,"available":true,"name":"Cloud Telepresence Web Conferencing","public_title":null,"options":["Default Title"],"price":0,"weight":0,"compare_at_price":null,"inventory_management":null,"barcode":"","requires_selling_plan":false,"selling_plan_allocations":[]}],"images":["\/\/consultantsinabox.com\/cdn\/shop\/products\/Web_meetings.png?v=1548857128"],"featured_image":"\/\/consultantsinabox.com\/cdn\/shop\/products\/Web_meetings.png?v=1548857128","options":["Title"],"media":[{"alt":"Cloud Telepresence Web Conferencing in Sioux Falls, South Dakota","id":3706578468933,"position":1,"preview_image":{"aspect_ratio":1.461,"height":330,"width":482,"src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/Web_meetings.png?v=1548857128"},"aspect_ratio":1.461,"height":330,"media_type":"image","src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/Web_meetings.png?v=1548857128","width":482}],"requires_selling_plan":false,"selling_plan_groups":[],"content":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"UTF-8\"\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\"\u003e\n \u003ctitle\u003eVideo Conferencing for Meeting Spaces\u003c\/title\u003e\n \u003cstyle\u003e\n body {\n font-family: Arial, sans-serif;\n }\n \u003c\/style\u003e\n\n\n\n\u003ch1\u003eBuilt for Every Meeting Space\u003c\/h1\u003e\n\n\u003cp\u003eDiscover an affordable and easy-to-use video conferencing solution that brings superior connectivity to any sized conference room. Join meetings effortlessly with just a tap, from anywhere, on any device, enabling instant collaboration among participants.\u003c\/p\u003e\n\n\u003ch2\u003eEffortless Setup for Conference Rooms\u003c\/h2\u003e\n\u003cp\u003eOur cloud-based telepresence solutions allow your IT team to set up using common off-the-shelf equipment, bypassing expensive proprietary endpoints and intricate configurations. Whether it is a cozy huddle space or an expansive boardroom, our advanced conferencing services are designed to bring excellent performance to every meeting environment. Control cameras, participants, and speakers with ease via a simple iPad® controller, with no need for intricate on-premises telepresence systems — a straightforward USB, HDMI, and Wi-Fi connection is all it takes.\u003c\/p\u003e\n\n\u003ch2\u003eTransformative Online Meeting Experience\u003c\/h2\u003e\n\u003cp\u003eUtilizing a central iPad® interface, anyone can initiate or partake in a meeting. Integrations with Google and Microsoft Office 365™\/Exchange makes scheduling and joining meetings seamless, while on-the-fly invitations ensure no one is left out. This inclusive system allows connection with participants on varied devices, ensuring seamless collaboration without the need for additional conference phones.\u003c\/p\u003e\n\n\u003ch2\u003eEnhanced Collaboration Through Smart Sharing\u003c\/h2\u003e\n\u003cp\u003eShare content efficiently, whether within meeting rooms or with remote teams, using intuitive touch controls for a premium collaboration experience. Present files, mirror desktops, or share presentations through multiple avenues including Wi-Fi and AirPlay Mirror. Advanced whiteboard technology allows for real-time brainstorming, sure to boost team productivity.\u003c\/p\u003e\n\n\u003ch2\u003eBridge Traditional Systems with Room Connector™\u003c\/h2\u003e\n\u003cp\u003eOur Room Connector™ technology brings your existing H.323\/SIP systems into the cloud, ensuring interoperability with modern devices and providing an HD experience across the board.\u003c\/p\u003e\n\n\u003ch3\u003eExpert Assistance When You Need It\u003c\/h3\u003e\n\u003cp\u003eLet our Professional Services™ team of video conferencing experts help you with everything from hardware selection and room configuration to thorough user training. Tailored to fit your unique business needs, we ensure you get the most from your conferencing solution. To explore our services and learn how we can assist, contact us today.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003eNote:\u003c\/strong\u003e If you're ready to implement these innovations into your business, reach out to Consultants In-A-Box to make these concepts a reality. Our experts are prepared to bring your meeting spaces into the future of connectivity and collaboration.\u003c\/p\u003e\n\n\n\n```\u003c\/body\u003e"}

{"id":4593409851461,"title":"Copper CRM","handle":"copper-crm","description":"\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eCopper is a CRM designed to work with G Suite. All of your contacts, deals, communications, files, and more are now in one place. It allows you to handle everything you need to do from events to follow-ups directly from your Gmail inbox. \u003c\/span\u003e\u003c\/p\u003e\n\u003ch1 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eOrganize Contacts\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eCopper organizes all of your emails, phone calls, files, and notes for all of your contacts so you can quickly view a client’s history with the company. Are you tired of going through multiple spreadsheets, emails, and even team members to get the information you need? Copper was designed to organize all of this information into one place. \u003c\/span\u003e\u003c\/p\u003e\n\u003cbr data-mce-fragment=\"1\"\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eData entry can be a big time-waster, especially when you need your team focused on essential tasks. Copper is intuitive. It will suggest recently contacted people to add to your list so you never lose track of anyone. Contact details like phone numbers, email addresses, and social media accounts are automatically pulled in. \u003c\/span\u003e\u003c\/p\u003e\n\u003cbr data-mce-fragment=\"1\"\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eCopper allows you to tag, filter, and sort leads and customers by any criteria so you can better understand your business’s strengths and learning zones. This can apply to team members or clients. From here, you can send out targeted communications based on industry, location, company size, or type of client. \u003c\/span\u003e\u003c\/p\u003e\n\u003ch3 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eNever miss an opportunity\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eHow much easier could things be for the team if all of your customer data was centralized into one place? Everyone would be in the loop for every touchpoint, prospect, client, interaction, and deal. Copper allows you to set up custom pipelines and dashboards so that current numbers and the path to big goals are there. \u003c\/span\u003e\u003c\/p\u003e\n\u003ch3 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eBuild lasting relationships\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul data-mce-fragment=\"1\"\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eLead Management - Turn more leads into customers. Copper’s intuitive lead qualification process makes it easier to get more deals in the pipe.\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eContact Management - Everything you need for every contact is right there for you and filter-able.\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eAlerts and Notifications - Get real-time alerts when there are leads or contacts that need your attention.\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eFavorites - Star your most important accounts.\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eTagging - Group your contacts into categories so you can get to them faster.\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eCustom Fields - Add special details about your contacts so you can build better relationships. \u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eActivity Feed - See exactly what is going on at all times.\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eEmail Tracking - Know when emails are opened so you can send timely follow-ups\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eAuto-Enriched Profiles - Copper can conduct searches for you to grab more details on your contacts.\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch1 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eAutomate Processes\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eTake the busy work out of your day. Non-essential tasks only take away from time to spend on essential tasks, the important stuff. Smart workflows allow you to set the rules for tasks that Copper handles in the background. All you have to do is set a trigger and Copper will do the rest. \u003c\/span\u003e\u003c\/p\u003e\n\u003cbr data-mce-fragment=\"1\"\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eDo you need to send out a lot of emails? Copper makes it easier to reach more people with less effort. You can create email templates for anything from outreach, to follow up, to meeting scheduling, to away messages. Let Copper handle the busywork. \u003c\/span\u003e\u003c\/p\u003e\n\u003ch1 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eSecurity and Privacy\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eCopper takes data protection seriously. Their security controls are built for businesses of any size. Copper’s data policies and procedures are checked by third parties with the highest standards of safety. You’ll benefit from the following top-notch security validations:\u003c\/span\u003e\u003c\/p\u003e\n\u003cul data-mce-fragment=\"1\"\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eThe Service Organization Control \u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eGeneral Data Protection Regulation\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003ePrivacy Shield Framework\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eHow does Copper do it?\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul data-mce-fragment=\"1\"\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eProtecting your data will always be at the center of what they do. Through third-party vulnerability scanning and penetration tests. Copper can identify, track, and resolve any issues in the system. \u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eEmployee and vendor access to customer data is highly regulated with role-based access controls. \u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eTwo-factor authentication prevents social engineering attacks.\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eRegular user access review ensures that resources are controlled and monitored, especially when employment status changes.\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eSecurity training is provided to all employees and requires them to sign your Code of Conduct.\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eData Encryption enhances the message and file security by scrambling the contents. \u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cbr data-mce-fragment=\"1\"\u003e\n\u003ch1 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eTrack Your Leads\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eCopper allows you to capture new leads and manage conversations all from your inbox. You can create email templates and set reminders for follow-ups so your most valued customers never miss a deal. Need to automate further? Set automatic triggers based on how people interact with your outgoing communications. \u003c\/span\u003e\u003c\/p\u003e\n\u003cbr data-mce-fragment=\"1\"\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eEverything is easier when it’s visual. Set up visual sales pipelines so you know exactly where every lead is in the sales process. Drag and drop the cards to move them through your pipeline. There is also a sorting feature to order your leads by value, potential, or time with the company. Things won’t slip through the cracks anymore because Copper recommends the next steps based on all the account actions. \u003c\/span\u003e\u003c\/p\u003e\n\u003ch3 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eCopper can help you close deals faster\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul data-mce-fragment=\"1\"\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eInactivity Monitor - See the number of days a lead has gone without a follow-up and get notified if one needs attention. \u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eDeal Length Monitor- See which deals are taking the most time and which ones are moving forward.\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eCustom Opportunity Cards - Choose which information is the most valuable for pending deals by customizing the visual card with critical deal information. \u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch1 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eSales Performance Reporting\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eCopper’s powerful reporting tools will show you everything that is working and not working about your sales process so you can optimize and boost performance. It has never been easier to see your best lead sources, top performers, and track sales forecasts against your goals.\u003c\/span\u003e\u003c\/p\u003e\n\u003cbr data-mce-fragment=\"1\"\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eYou won’t have to build your own reports to get insights. Copper believes that users should be able to see data in ways that make sense. Set up filters and look at exactly what you need in the way that works for you. There are built-in dashboards that automatically track your sales across the following metrics:\u003c\/span\u003e\u003c\/p\u003e\n\u003cul data-mce-fragment=\"1\"\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eLead conversion rate\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eLead by source\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eSales history trends\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eSales forecast\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eRep leaderboard\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eRevenue goals\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch1 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eProject Management\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eAfter the deal is closed and the project starts, you shouldn’t have to switch to another tool. Opening new programs leaves margin for error, duplicated data entry, and is additional admin work for the team. Projects in Copper allows handoffs to be seamless and your business to collaborate in one, focused space. \u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eWorkflows that work with you\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eProjects uses Kanban-style project boards that are fully customizable and tied to your G-Suite and sales pipeline. Everything you need is now crystal clear. Now that you know the progress of all of your sales, you’ll have a clearer revenue forecast. \u003c\/span\u003e\u003c\/p\u003e\n\u003ch1 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eIntegrations\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eDoes your workplace use apps to maximize efficiency in communications, HR, email marketing, and more? Enjoy the following integrations when you use Copper for your business.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch3 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eCopper comes with the following tools built-in:\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul data-mce-fragment=\"1\"\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eQuickbooks\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eHubspot\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eSlack\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eXero\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eRingCentral\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eDocuSign\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eMailChimp\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eZenDesk\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003ePersistlQ\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eOutfunnel\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eReply\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eaircall\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e","published_at":"2020-10-21T08:11:59-05:00","created_at":"2020-10-21T08:11:58-05:00","vendor":"consultantsinabox","type":"","tags":[],"price":0,"price_min":0,"price_max":0,"available":true,"price_varies":false,"compare_at_price":null,"compare_at_price_min":0,"compare_at_price_max":0,"compare_at_price_varies":false,"variants":[{"id":31913349480517,"title":"Default Title","option1":"Default Title","option2":null,"option3":null,"sku":"","requires_shipping":false,"taxable":false,"featured_image":null,"available":true,"name":"Copper CRM","public_title":null,"options":["Default Title"],"price":0,"weight":0,"compare_at_price":null,"inventory_management":null,"barcode":"","requires_selling_plan":false,"selling_plan_allocations":[]}],"images":["\/\/consultantsinabox.com\/cdn\/shop\/products\/copper.jpg?v=1603285919"],"featured_image":"\/\/consultantsinabox.com\/cdn\/shop\/products\/copper.jpg?v=1603285919","options":["Title"],"media":[{"alt":null,"id":7077928140869,"position":1,"preview_image":{"aspect_ratio":1.776,"height":456,"width":810,"src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/copper.jpg?v=1603285919"},"aspect_ratio":1.776,"height":456,"media_type":"image","src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/copper.jpg?v=1603285919","width":810}],"requires_selling_plan":false,"selling_plan_groups":[],"content":"\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eCopper is a CRM designed to work with G Suite. All of your contacts, deals, communications, files, and more are now in one place. It allows you to handle everything you need to do from events to follow-ups directly from your Gmail inbox. \u003c\/span\u003e\u003c\/p\u003e\n\u003ch1 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eOrganize Contacts\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eCopper organizes all of your emails, phone calls, files, and notes for all of your contacts so you can quickly view a client’s history with the company. Are you tired of going through multiple spreadsheets, emails, and even team members to get the information you need? Copper was designed to organize all of this information into one place. \u003c\/span\u003e\u003c\/p\u003e\n\u003cbr data-mce-fragment=\"1\"\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eData entry can be a big time-waster, especially when you need your team focused on essential tasks. Copper is intuitive. It will suggest recently contacted people to add to your list so you never lose track of anyone. Contact details like phone numbers, email addresses, and social media accounts are automatically pulled in. \u003c\/span\u003e\u003c\/p\u003e\n\u003cbr data-mce-fragment=\"1\"\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eCopper allows you to tag, filter, and sort leads and customers by any criteria so you can better understand your business’s strengths and learning zones. This can apply to team members or clients. From here, you can send out targeted communications based on industry, location, company size, or type of client. \u003c\/span\u003e\u003c\/p\u003e\n\u003ch3 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eNever miss an opportunity\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eHow much easier could things be for the team if all of your customer data was centralized into one place? Everyone would be in the loop for every touchpoint, prospect, client, interaction, and deal. Copper allows you to set up custom pipelines and dashboards so that current numbers and the path to big goals are there. \u003c\/span\u003e\u003c\/p\u003e\n\u003ch3 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eBuild lasting relationships\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul data-mce-fragment=\"1\"\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eLead Management - Turn more leads into customers. Copper’s intuitive lead qualification process makes it easier to get more deals in the pipe.\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eContact Management - Everything you need for every contact is right there for you and filter-able.\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eAlerts and Notifications - Get real-time alerts when there are leads or contacts that need your attention.\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eFavorites - Star your most important accounts.\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eTagging - Group your contacts into categories so you can get to them faster.\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eCustom Fields - Add special details about your contacts so you can build better relationships. \u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eActivity Feed - See exactly what is going on at all times.\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eEmail Tracking - Know when emails are opened so you can send timely follow-ups\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eAuto-Enriched Profiles - Copper can conduct searches for you to grab more details on your contacts.\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch1 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eAutomate Processes\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eTake the busy work out of your day. Non-essential tasks only take away from time to spend on essential tasks, the important stuff. Smart workflows allow you to set the rules for tasks that Copper handles in the background. All you have to do is set a trigger and Copper will do the rest. \u003c\/span\u003e\u003c\/p\u003e\n\u003cbr data-mce-fragment=\"1\"\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eDo you need to send out a lot of emails? Copper makes it easier to reach more people with less effort. You can create email templates for anything from outreach, to follow up, to meeting scheduling, to away messages. Let Copper handle the busywork. \u003c\/span\u003e\u003c\/p\u003e\n\u003ch1 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eSecurity and Privacy\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eCopper takes data protection seriously. Their security controls are built for businesses of any size. Copper’s data policies and procedures are checked by third parties with the highest standards of safety. You’ll benefit from the following top-notch security validations:\u003c\/span\u003e\u003c\/p\u003e\n\u003cul data-mce-fragment=\"1\"\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eThe Service Organization Control \u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eGeneral Data Protection Regulation\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003ePrivacy Shield Framework\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eHow does Copper do it?\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul data-mce-fragment=\"1\"\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eProtecting your data will always be at the center of what they do. Through third-party vulnerability scanning and penetration tests. Copper can identify, track, and resolve any issues in the system. \u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eEmployee and vendor access to customer data is highly regulated with role-based access controls. \u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eTwo-factor authentication prevents social engineering attacks.\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eRegular user access review ensures that resources are controlled and monitored, especially when employment status changes.\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eSecurity training is provided to all employees and requires them to sign your Code of Conduct.\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eData Encryption enhances the message and file security by scrambling the contents. \u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cbr data-mce-fragment=\"1\"\u003e\n\u003ch1 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eTrack Your Leads\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eCopper allows you to capture new leads and manage conversations all from your inbox. You can create email templates and set reminders for follow-ups so your most valued customers never miss a deal. Need to automate further? Set automatic triggers based on how people interact with your outgoing communications. \u003c\/span\u003e\u003c\/p\u003e\n\u003cbr data-mce-fragment=\"1\"\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eEverything is easier when it’s visual. Set up visual sales pipelines so you know exactly where every lead is in the sales process. Drag and drop the cards to move them through your pipeline. There is also a sorting feature to order your leads by value, potential, or time with the company. Things won’t slip through the cracks anymore because Copper recommends the next steps based on all the account actions. \u003c\/span\u003e\u003c\/p\u003e\n\u003ch3 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eCopper can help you close deals faster\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul data-mce-fragment=\"1\"\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eInactivity Monitor - See the number of days a lead has gone without a follow-up and get notified if one needs attention. \u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eDeal Length Monitor- See which deals are taking the most time and which ones are moving forward.\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eCustom Opportunity Cards - Choose which information is the most valuable for pending deals by customizing the visual card with critical deal information. \u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch1 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eSales Performance Reporting\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eCopper’s powerful reporting tools will show you everything that is working and not working about your sales process so you can optimize and boost performance. It has never been easier to see your best lead sources, top performers, and track sales forecasts against your goals.\u003c\/span\u003e\u003c\/p\u003e\n\u003cbr data-mce-fragment=\"1\"\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eYou won’t have to build your own reports to get insights. Copper believes that users should be able to see data in ways that make sense. Set up filters and look at exactly what you need in the way that works for you. There are built-in dashboards that automatically track your sales across the following metrics:\u003c\/span\u003e\u003c\/p\u003e\n\u003cul data-mce-fragment=\"1\"\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eLead conversion rate\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eLead by source\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eSales history trends\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eSales forecast\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eRep leaderboard\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eRevenue goals\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch1 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eProject Management\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eAfter the deal is closed and the project starts, you shouldn’t have to switch to another tool. Opening new programs leaves margin for error, duplicated data entry, and is additional admin work for the team. Projects in Copper allows handoffs to be seamless and your business to collaborate in one, focused space. \u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eWorkflows that work with you\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eProjects uses Kanban-style project boards that are fully customizable and tied to your G-Suite and sales pipeline. Everything you need is now crystal clear. Now that you know the progress of all of your sales, you’ll have a clearer revenue forecast. \u003c\/span\u003e\u003c\/p\u003e\n\u003ch1 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eIntegrations\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eDoes your workplace use apps to maximize efficiency in communications, HR, email marketing, and more? Enjoy the following integrations when you use Copper for your business.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch3 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eCopper comes with the following tools built-in:\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul data-mce-fragment=\"1\"\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eQuickbooks\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eHubspot\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eSlack\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eXero\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eRingCentral\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eDocuSign\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eMailChimp\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eZenDesk\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003ePersistlQ\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eOutfunnel\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eReply\u003c\/span\u003e\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eaircall\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e"}

{"id":1970684788805,"title":"Credit Card Processing","handle":"credit-card-processing","description":"\u003cdiv class=\"row\"\u003e\n\u003cdiv class=\"col-md-12\"\u003e\n\u003ch1 class=\"space-bottom-sm\"\u003ePCI Compliance and your Merchant Account\u003c\/h1\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"row\"\u003e\n\u003cdiv class=\"col-md-12\"\u003e\n\u003ch4\u003eWe don’t put a price on your customers' card security... Neither should you.\u003c\/h4\u003e\n\u003cp\u003ePCI Compliance is a standard of security established for any business that processes credit cards. Whether you have a computerized POS system, process over a phone or a credit card terminal, or have an e-commerce website, PCI establishes a series of best practices and minimum security protocols that must be observed for your business type.\u003c\/p\u003e\n\u003cp\u003eConsultants In-A-Box credit card processing partners are industry leading payment processors and have created  simple to use websites to aid and assist you in becoming fully compliant with PCI DSS (Data Security Standard), no matter your business size, method of processing, or your past experience with PCI Compliance.\u003c\/p\u003e\n\u003cp\u003eWhile we have spent hundreds of thousands of dollars to achieve compliance with the PCI DSS, you don’t have to! A quick 10-15 minute trip to our website will help you learn how to secure your cardholder data and safeguard your account against hefty fines and penalties.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003ch1 class=\"space-bottom-sm\"\u003eMerchant Cash Advance\u003c\/h1\u003e\n\u003ch4\u003eBusiness Cash Advance vs. Small Business Loans\u003c\/h4\u003e\n\u003cp\u003eEvery business owner who has ever tried to get a business loan knows that it can often be very difficult to convince a lending institution to approve an application for credit. The criteria is often more stringent than a personal loan and banks are often reticent against loaning money to a business that doesn't produce enough net income or have a long track record of borrowing and paying back such notes.\u003c\/p\u003e\n\u003cp\u003eOur partners can enable you to generate the working capital your business needs for growth and success. Our funding partners work with merchants to purchase a preset amount of their Visa\u003csup\u003e®\u003c\/sup\u003e\u003cspan\u003e \u003c\/span\u003eand MasterCard\u003csup\u003e®\u003c\/sup\u003e\u003cspan\u003e \u003c\/span\u003ecredit card receivables, infusing your business with the cash you require now while waiting several months or years for the funds to be paid back.\u003c\/p\u003e\n\u003cp\u003eTake advantage of this unique funding opportunity today!\u003c\/p\u003e\n\u003ch4\u003eGrowing businesses need capital.\u003c\/h4\u003e\n\u003cp\u003eGrow your business the way you want with a loan that will boost cash flow like never before! Featuring a low fixed fee and convenient payback, this loan will help you stay ahead with the capital you need on terms that are simple and easy to understand.\u003c\/p\u003e\n\u003cp\u003eUnlike traditional lending products and cash advance programs, Electronic Payments Financing provides a convenient, alternative financing solution at a low fixed fee. Qualified merchants can receive $10,000 - $2,000,000* in capital to finance business investments and pay back the loan over a one or two year period, reducing long-term debt commitments. Loan amounts are based on every credit and debit card charge. This means more receivables can be included in the calculation of your financing amount, enabling you to apply for a larger loan!\u003c\/p\u003e\n\u003cp\u003eWith more capital, your business can plan big and not worry about high loan rates. Plus, you have the option to renew the loan one year after initial disbursement, providing you with peace of mind before making future business investments.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n","published_at":"2018-12-11T12:32:22-06:00","created_at":"2018-12-11T12:50:18-06:00","vendor":"consultantsinabox","type":"","tags":[],"price":0,"price_min":0,"price_max":0,"available":true,"price_varies":false,"compare_at_price":null,"compare_at_price_min":0,"compare_at_price_max":0,"compare_at_price_varies":false,"variants":[{"id":18783670894661,"title":"Default Title","option1":"Default Title","option2":null,"option3":null,"sku":"","requires_shipping":true,"taxable":true,"featured_image":null,"available":true,"name":"Credit Card Processing","public_title":null,"options":["Default Title"],"price":0,"weight":0,"compare_at_price":null,"inventory_management":null,"barcode":"","requires_selling_plan":false,"selling_plan_allocations":[]}],"images":["\/\/consultantsinabox.com\/cdn\/shop\/products\/credit_card_proc.PNG?v=1548857128"],"featured_image":"\/\/consultantsinabox.com\/cdn\/shop\/products\/credit_card_proc.PNG?v=1548857128","options":["Title"],"media":[{"alt":"Credit Card Processing in Sioux Falls, South Dakota","id":3705265094725,"position":1,"preview_image":{"aspect_ratio":1.88,"height":399,"width":750,"src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/credit_card_proc.PNG?v=1548857128"},"aspect_ratio":1.88,"height":399,"media_type":"image","src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/credit_card_proc.PNG?v=1548857128","width":750}],"requires_selling_plan":false,"selling_plan_groups":[],"content":"\u003cdiv class=\"row\"\u003e\n\u003cdiv class=\"col-md-12\"\u003e\n\u003ch1 class=\"space-bottom-sm\"\u003ePCI Compliance and your Merchant Account\u003c\/h1\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"row\"\u003e\n\u003cdiv class=\"col-md-12\"\u003e\n\u003ch4\u003eWe don’t put a price on your customers' card security... Neither should you.\u003c\/h4\u003e\n\u003cp\u003ePCI Compliance is a standard of security established for any business that processes credit cards. Whether you have a computerized POS system, process over a phone or a credit card terminal, or have an e-commerce website, PCI establishes a series of best practices and minimum security protocols that must be observed for your business type.\u003c\/p\u003e\n\u003cp\u003eConsultants In-A-Box credit card processing partners are industry leading payment processors and have created  simple to use websites to aid and assist you in becoming fully compliant with PCI DSS (Data Security Standard), no matter your business size, method of processing, or your past experience with PCI Compliance.\u003c\/p\u003e\n\u003cp\u003eWhile we have spent hundreds of thousands of dollars to achieve compliance with the PCI DSS, you don’t have to! A quick 10-15 minute trip to our website will help you learn how to secure your cardholder data and safeguard your account against hefty fines and penalties.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003ch1 class=\"space-bottom-sm\"\u003eMerchant Cash Advance\u003c\/h1\u003e\n\u003ch4\u003eBusiness Cash Advance vs. Small Business Loans\u003c\/h4\u003e\n\u003cp\u003eEvery business owner who has ever tried to get a business loan knows that it can often be very difficult to convince a lending institution to approve an application for credit. The criteria is often more stringent than a personal loan and banks are often reticent against loaning money to a business that doesn't produce enough net income or have a long track record of borrowing and paying back such notes.\u003c\/p\u003e\n\u003cp\u003eOur partners can enable you to generate the working capital your business needs for growth and success. Our funding partners work with merchants to purchase a preset amount of their Visa\u003csup\u003e®\u003c\/sup\u003e\u003cspan\u003e \u003c\/span\u003eand MasterCard\u003csup\u003e®\u003c\/sup\u003e\u003cspan\u003e \u003c\/span\u003ecredit card receivables, infusing your business with the cash you require now while waiting several months or years for the funds to be paid back.\u003c\/p\u003e\n\u003cp\u003eTake advantage of this unique funding opportunity today!\u003c\/p\u003e\n\u003ch4\u003eGrowing businesses need capital.\u003c\/h4\u003e\n\u003cp\u003eGrow your business the way you want with a loan that will boost cash flow like never before! Featuring a low fixed fee and convenient payback, this loan will help you stay ahead with the capital you need on terms that are simple and easy to understand.\u003c\/p\u003e\n\u003cp\u003eUnlike traditional lending products and cash advance programs, Electronic Payments Financing provides a convenient, alternative financing solution at a low fixed fee. Qualified merchants can receive $10,000 - $2,000,000* in capital to finance business investments and pay back the loan over a one or two year period, reducing long-term debt commitments. Loan amounts are based on every credit and debit card charge. This means more receivables can be included in the calculation of your financing amount, enabling you to apply for a larger loan!\u003c\/p\u003e\n\u003cp\u003eWith more capital, your business can plan big and not worry about high loan rates. Plus, you have the option to renew the loan one year after initial disbursement, providing you with peace of mind before making future business investments.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n"}

{"id":1970659131461,"title":"Customer Relationship Management Software","handle":"customer-relationship-management-software","description":"\u003cstrong\u003eAdd new customers directly at the point of sale\u003c\/strong\u003e\n\u003cp\u003eSave customer information seamlessly during checkout and rapidly build your customer database. Capture customer details with the option to email them their receipt.\u003c\/p\u003e\n\u003cstrong\u003eCreate customer profiles\u003c\/strong\u003e\n\u003cp\u003eCustomer details are automatically stored under their profile where you can view their purchase history, loyalty and account balances.\u003c\/p\u003e\n\u003cstrong\u003eImport your customer list into CRM\u003c\/strong\u003e\n\u003cp\u003eYou’ve worked hard to build your customer database. Easily bring those contacts over to Vend with a simple CSV upload.\u003cbr\u003e\u003cbr\u003e\u003cstrong\u003ePipeline Management\u003cbr\u003e\u003c\/strong\u003e\u003cspan\u003eOur partners have built software around a proven sales pipeline management methodology. The primary view is the pipeline, a clear visual interface that prompts you to take action, remain organized and stay in control of a complex sales process. This is why sales pros and deal makers love it (their words, not ours).\u003c\/span\u003e\u003c\/p\u003e\n","published_at":"2018-12-11T12:13:58-06:00","created_at":"2018-12-11T12:14:50-06:00","vendor":"consultantsinabox","type":"","tags":[],"price":0,"price_min":0,"price_max":0,"available":true,"price_varies":false,"compare_at_price":null,"compare_at_price_min":0,"compare_at_price_max":0,"compare_at_price_varies":false,"variants":[{"id":18783602114629,"title":"Default Title","option1":"Default Title","option2":null,"option3":null,"sku":"","requires_shipping":true,"taxable":true,"featured_image":null,"available":true,"name":"Customer Relationship Management Software","public_title":null,"options":["Default Title"],"price":0,"weight":0,"compare_at_price":null,"inventory_management":null,"barcode":"","requires_selling_plan":false,"selling_plan_allocations":[]}],"images":["\/\/consultantsinabox.com\/cdn\/shop\/products\/pipedrive.JPG?v=1548857128"],"featured_image":"\/\/consultantsinabox.com\/cdn\/shop\/products\/pipedrive.JPG?v=1548857128","options":["Title"],"media":[{"alt":"Customer Relationship Management Software in Sioux Falls, South Dakota","id":3706580435013,"position":1,"preview_image":{"aspect_ratio":3.048,"height":435,"width":1326,"src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/pipedrive.JPG?v=1548857128"},"aspect_ratio":3.048,"height":435,"media_type":"image","src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/pipedrive.JPG?v=1548857128","width":1326}],"requires_selling_plan":false,"selling_plan_groups":[],"content":"\u003cstrong\u003eAdd new customers directly at the point of sale\u003c\/strong\u003e\n\u003cp\u003eSave customer information seamlessly during checkout and rapidly build your customer database. Capture customer details with the option to email them their receipt.\u003c\/p\u003e\n\u003cstrong\u003eCreate customer profiles\u003c\/strong\u003e\n\u003cp\u003eCustomer details are automatically stored under their profile where you can view their purchase history, loyalty and account balances.\u003c\/p\u003e\n\u003cstrong\u003eImport your customer list into CRM\u003c\/strong\u003e\n\u003cp\u003eYou’ve worked hard to build your customer database. Easily bring those contacts over to Vend with a simple CSV upload.\u003cbr\u003e\u003cbr\u003e\u003cstrong\u003ePipeline Management\u003cbr\u003e\u003c\/strong\u003e\u003cspan\u003eOur partners have built software around a proven sales pipeline management methodology. The primary view is the pipeline, a clear visual interface that prompts you to take action, remain organized and stay in control of a complex sales process. This is why sales pros and deal makers love it (their words, not ours).\u003c\/span\u003e\u003c\/p\u003e\n"}

{"id":4593412046917,"title":"Deputy","handle":"deputy","description":"\u003cp\u003e \u003c\/p\u003e\n\u003ch1\u003e\u003cspan style=\"font-weight: 400;\"\u003eGet Started with Staff Management Software That Saves You Time\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eManaging people can be the most difficult part of running a business. Tasks like scheduling staff and performance tracking can quickly go from light administrative work to absorbing large \u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eparts of your day. \u003c\/span\u003e\u003c\/p\u003e\n\u003cbr\u003e\n\u003cul\u003e\n\u003cul\u003e\n\u003cli style=\"font-weight: 400;\"\u003e\n\u003cb\u003eYou should be able to build out your schedule in minutes\u003c\/b\u003e\u003cspan style=\"font-weight: 400;\"\u003e. A key part of effective schedules is having the right mix of talent on location at all times. You can use the drag and drop feature to easily fill all shifts based on availability, training, and costs. There is an AI feature that auto-schedules to reduce unnecessary wage costs. \u003c\/span\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/ul\u003e\n\u003cb\u003e\n\u003cli\u003eShare the schedule with the team instantly \u003cspan style=\"font-weight: 400;\"\u003einstead of having your people call, stop by the business, or even go through a portal system. All employees get an alert via desktop or mobile. If there are any changes, your staff get notifications to confirm they saw it.\u003c\/span\u003e\n\u003c\/li\u003e\n\u003c\/b\u003e\u003cb\u003e\n\u003cli\u003eYou’ll never be understaffed. \u003cspan style=\"font-weight: 400;\"\u003eWhen someone calls out sick, you can find a viable replacement without placing phone calls or sending texts. Employees can also swap shifts with team members as they need to. \u003c\/span\u003e\n\u003c\/li\u003e\n\u003c\/b\u003e\u003cb\u003e\n\u003cli\u003eLabor cost control will save countless hours and resources. \u003cspan style=\"font-weight: 400;\"\u003eDeputy allows you to control cost with real-time data on wages versus sales. Your business needs to be on a budget and Deputy gives you a clear view so you can continuously improve. \u003c\/span\u003e\n\u003c\/li\u003e\n\u003c\/b\u003e\u003cb\u003e\n\u003cli\u003eMeal and rest break compliance is easy. \u003cspan style=\"font-weight: 400;\"\u003eSchedule multiple breaks and break types in a single shift. Deputy will ensure that every staff member is getting sufficient time off the clock during and between shifts. It even flags when rest times are missed. \u003c\/span\u003e\n\u003c\/li\u003e\n\u003c\/b\u003e\u003cb\u003e\n\u003cli\u003eManage the schedule from any location.\u003cspan style=\"font-weight: 400;\"\u003e Simply create, copy, and publish schedules, plus manage swaps from mobile, tablet, or desktop. \u003c\/span\u003e\n\u003c\/li\u003e\n\u003c\/b\u003e\u003cbr\u003e\n\u003ch2\u003e\u003cspan style=\"font-weight: 400;\"\u003eTime Tracking Software\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eYour business needs reliable time tracking software that is easy to use and is accurate. Timesheets from Deputy show who was on staff and what their wages were. Better yet, Deputy automatically exports timesheet data to payroll in only one click. Deputy also has an employee-facing timesheet function, let them clock in and out of work on a dedicated work machine. \u003c\/span\u003e\u003c\/p\u003e\n\u003cbr\u003e\u003cb\u003e\n\u003cli\u003eAutomate your wage calculations. \u003cspan style=\"font-weight: 400;\"\u003eDeputy’s timesheet software can calculate wages for every shift according to local labor laws or employment contracts--even overtime pay. You can assign different rates for different roles and let the software do the test.\u003c\/span\u003e\n\u003c\/li\u003e\n\u003c\/b\u003e\u003cb\u003e\n\u003cli\u003eGet live staff coverage. \u003cspan style=\"font-weight: 400;\"\u003eSee who is working, running late, or taking a break. When employees start and end shifts on the time tracking app, supervisors will get a live update. \u003c\/span\u003e\n\u003c\/li\u003e\n\u003c\/b\u003e\u003cbr\u003e\n\u003ch2\u003e\u003cspan style=\"font-weight: 400;\"\u003eDeputy Mobile App\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eThe Deputy mobile app allows you to run your teams no matter where you go. You can make schedule changes, check attendance, review timesheets, and communicate all in one place. \u003c\/span\u003e\u003c\/p\u003e\n\u003cbr\u003e\n\u003cul\u003e\n\u003cul\u003e\n\u003cli style=\"font-weight: 400;\"\u003e\n\u003cb\u003eScheduling is straightforward.\u003c\/b\u003e\u003cspan style=\"font-weight: 400;\"\u003e Make sure you have the best possible coverage across the week and find last-minute replacements with one tap. \u003c\/span\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/ul\u003e\n\u003cb\u003e\n\u003cli\u003eReduce employee attendance issues.\u003cspan style=\"font-weight: 400;\"\u003e Every staff member can access their live schedule from their device of choice. When changes happen, they’re informed and can turn up at the right time. \u003c\/span\u003e\n\u003c\/li\u003e\n\u003c\/b\u003e\u003cb\u003e\n\u003cli\u003eMake trading shifts easier. \u003cspan style=\"font-weight: 400;\"\u003eGive staff the flexibility they want without having to make changes yourself. They can trade with suitable team members all in the app. \u003c\/span\u003e\n\u003c\/li\u003e\n\u003c\/b\u003e\u003cb\u003e\n\u003cli\u003eApprove and export timesheets from Deputy.\u003cspan style=\"font-weight: 400;\"\u003e This will save you hours on admin. Collect all of your verified timesheets that you can approve individually or in bulk and export them to payroll. \u003c\/span\u003e\n\u003c\/li\u003e\n\u003c\/b\u003e\u003cb\u003e\n\u003cli\u003eCentralize communications with your staff. \u003cspan style=\"font-weight: 400;\"\u003e Send your staff important messages and keep their contact details all in one place. These can be new policies and documentation. Set up read reports after they’ve reviewed the details. \u003c\/span\u003e\n\u003c\/li\u003e\n\u003c\/b\u003e\u003cb\u003e\n\u003cli\u003eGive staff the tools to manage their availability.\u003cspan style=\"font-weight: 400;\"\u003e Reduce the back and forth. Allow your staff to manage their availability and leave time in one place. They can submit time-off requests and find out if it was approved without having to ask. \u003c\/span\u003e\n\u003c\/li\u003e\n\u003c\/b\u003e\u003cbr\u003e","published_at":"2020-11-04T09:41:51-06:00","created_at":"2020-10-21T08:16:41-05:00","vendor":"consultantsinabox","type":"","tags":[],"price":0,"price_min":0,"price_max":0,"available":false,"price_varies":false,"compare_at_price":null,"compare_at_price_min":0,"compare_at_price_max":0,"compare_at_price_varies":false,"variants":[{"id":31913353379909,"title":"Default Title","option1":"Default Title","option2":null,"option3":null,"sku":"","requires_shipping":true,"taxable":true,"featured_image":null,"available":false,"name":"Deputy","public_title":null,"options":["Default Title"],"price":0,"weight":0,"compare_at_price":null,"inventory_management":"shopify","barcode":"","requires_selling_plan":false,"selling_plan_allocations":[]}],"images":["\/\/consultantsinabox.com\/cdn\/shop\/products\/Deputy.jpg?v=1603286203"],"featured_image":"\/\/consultantsinabox.com\/cdn\/shop\/products\/Deputy.jpg?v=1603286203","options":["Title"],"media":[{"alt":null,"id":7077937905733,"position":1,"preview_image":{"aspect_ratio":1.776,"height":456,"width":810,"src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/Deputy.jpg?v=1603286203"},"aspect_ratio":1.776,"height":456,"media_type":"image","src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/Deputy.jpg?v=1603286203","width":810}],"requires_selling_plan":false,"selling_plan_groups":[],"content":"\u003cp\u003e \u003c\/p\u003e\n\u003ch1\u003e\u003cspan style=\"font-weight: 400;\"\u003eGet Started with Staff Management Software That Saves You Time\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eManaging people can be the most difficult part of running a business. Tasks like scheduling staff and performance tracking can quickly go from light administrative work to absorbing large \u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eparts of your day. \u003c\/span\u003e\u003c\/p\u003e\n\u003cbr\u003e\n\u003cul\u003e\n\u003cul\u003e\n\u003cli style=\"font-weight: 400;\"\u003e\n\u003cb\u003eYou should be able to build out your schedule in minutes\u003c\/b\u003e\u003cspan style=\"font-weight: 400;\"\u003e. A key part of effective schedules is having the right mix of talent on location at all times. You can use the drag and drop feature to easily fill all shifts based on availability, training, and costs. There is an AI feature that auto-schedules to reduce unnecessary wage costs. \u003c\/span\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/ul\u003e\n\u003cb\u003e\n\u003cli\u003eShare the schedule with the team instantly \u003cspan style=\"font-weight: 400;\"\u003einstead of having your people call, stop by the business, or even go through a portal system. All employees get an alert via desktop or mobile. If there are any changes, your staff get notifications to confirm they saw it.\u003c\/span\u003e\n\u003c\/li\u003e\n\u003c\/b\u003e\u003cb\u003e\n\u003cli\u003eYou’ll never be understaffed. \u003cspan style=\"font-weight: 400;\"\u003eWhen someone calls out sick, you can find a viable replacement without placing phone calls or sending texts. Employees can also swap shifts with team members as they need to. \u003c\/span\u003e\n\u003c\/li\u003e\n\u003c\/b\u003e\u003cb\u003e\n\u003cli\u003eLabor cost control will save countless hours and resources. \u003cspan style=\"font-weight: 400;\"\u003eDeputy allows you to control cost with real-time data on wages versus sales. Your business needs to be on a budget and Deputy gives you a clear view so you can continuously improve. \u003c\/span\u003e\n\u003c\/li\u003e\n\u003c\/b\u003e\u003cb\u003e\n\u003cli\u003eMeal and rest break compliance is easy. \u003cspan style=\"font-weight: 400;\"\u003eSchedule multiple breaks and break types in a single shift. Deputy will ensure that every staff member is getting sufficient time off the clock during and between shifts. It even flags when rest times are missed. \u003c\/span\u003e\n\u003c\/li\u003e\n\u003c\/b\u003e\u003cb\u003e\n\u003cli\u003eManage the schedule from any location.\u003cspan style=\"font-weight: 400;\"\u003e Simply create, copy, and publish schedules, plus manage swaps from mobile, tablet, or desktop. \u003c\/span\u003e\n\u003c\/li\u003e\n\u003c\/b\u003e\u003cbr\u003e\n\u003ch2\u003e\u003cspan style=\"font-weight: 400;\"\u003eTime Tracking Software\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eYour business needs reliable time tracking software that is easy to use and is accurate. Timesheets from Deputy show who was on staff and what their wages were. Better yet, Deputy automatically exports timesheet data to payroll in only one click. Deputy also has an employee-facing timesheet function, let them clock in and out of work on a dedicated work machine. \u003c\/span\u003e\u003c\/p\u003e\n\u003cbr\u003e\u003cb\u003e\n\u003cli\u003eAutomate your wage calculations. \u003cspan style=\"font-weight: 400;\"\u003eDeputy’s timesheet software can calculate wages for every shift according to local labor laws or employment contracts--even overtime pay. You can assign different rates for different roles and let the software do the test.\u003c\/span\u003e\n\u003c\/li\u003e\n\u003c\/b\u003e\u003cb\u003e\n\u003cli\u003eGet live staff coverage. \u003cspan style=\"font-weight: 400;\"\u003eSee who is working, running late, or taking a break. When employees start and end shifts on the time tracking app, supervisors will get a live update. \u003c\/span\u003e\n\u003c\/li\u003e\n\u003c\/b\u003e\u003cbr\u003e\n\u003ch2\u003e\u003cspan style=\"font-weight: 400;\"\u003eDeputy Mobile App\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eThe Deputy mobile app allows you to run your teams no matter where you go. You can make schedule changes, check attendance, review timesheets, and communicate all in one place. \u003c\/span\u003e\u003c\/p\u003e\n\u003cbr\u003e\n\u003cul\u003e\n\u003cul\u003e\n\u003cli style=\"font-weight: 400;\"\u003e\n\u003cb\u003eScheduling is straightforward.\u003c\/b\u003e\u003cspan style=\"font-weight: 400;\"\u003e Make sure you have the best possible coverage across the week and find last-minute replacements with one tap. \u003c\/span\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/ul\u003e\n\u003cb\u003e\n\u003cli\u003eReduce employee attendance issues.\u003cspan style=\"font-weight: 400;\"\u003e Every staff member can access their live schedule from their device of choice. When changes happen, they’re informed and can turn up at the right time. \u003c\/span\u003e\n\u003c\/li\u003e\n\u003c\/b\u003e\u003cb\u003e\n\u003cli\u003eMake trading shifts easier. \u003cspan style=\"font-weight: 400;\"\u003eGive staff the flexibility they want without having to make changes yourself. They can trade with suitable team members all in the app. \u003c\/span\u003e\n\u003c\/li\u003e\n\u003c\/b\u003e\u003cb\u003e\n\u003cli\u003eApprove and export timesheets from Deputy.\u003cspan style=\"font-weight: 400;\"\u003e This will save you hours on admin. Collect all of your verified timesheets that you can approve individually or in bulk and export them to payroll. \u003c\/span\u003e\n\u003c\/li\u003e\n\u003c\/b\u003e\u003cb\u003e\n\u003cli\u003eCentralize communications with your staff. \u003cspan style=\"font-weight: 400;\"\u003e Send your staff important messages and keep their contact details all in one place. These can be new policies and documentation. Set up read reports after they’ve reviewed the details. \u003c\/span\u003e\n\u003c\/li\u003e\n\u003c\/b\u003e\u003cb\u003e\n\u003cli\u003eGive staff the tools to manage their availability.\u003cspan style=\"font-weight: 400;\"\u003e Reduce the back and forth. Allow your staff to manage their availability and leave time in one place. They can submit time-off requests and find out if it was approved without having to ask. \u003c\/span\u003e\n\u003c\/li\u003e\n\u003c\/b\u003e\u003cbr\u003e"}

{"id":4593417388101,"title":"DialPad","handle":"dialpad","description":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"utf-8\"\u003e\n \u003ctitle\u003eDialPad Cloud Communications | Consultants In-A-Box\u003c\/title\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1\"\u003e\n \u003cstyle\u003e\n body {\n font-family: Inter, \"Segoe UI\", Roboto, sans-serif;\n background: #ffffff;\n color: #1f2937;\n line-height: 1.7;\n margin: 0;\n padding: 48px;\n }\n h1 { font-size: 32px; margin-bottom: 16px; }\n h2 { font-size: 22px; margin-top: 32px; }\n p { margin: 12px 0; }\n ul { margin: 12px 0 12px 24px; }\n \u003c\/style\u003e\n\n\n \u003ch1\u003eMake Every Conversation Count: Cloud Phone Systems with AI That Boost Business Efficiency\u003c\/h1\u003e\n\n \u003cp\u003eDialPad is a cloud-native communications platform that brings voice, video, messaging, and contact center functionality together with built-in AI. Instead of treating calls as isolated interactions, the platform transforms conversations into actionable data—transcripts, sentiment signals, and CRM-ready summaries—so teams spend less time chasing context and more time driving outcomes. That matters because today’s teams are distributed, mobile, and overloaded with manual tasks that slow decision-making.\u003c\/p\u003e\n\n \u003cp\u003eFor leaders pursuing digital transformation, DialPad delivers business-ready infrastructure and workflow automation without the hardware headaches. Calls are secure and reliable, integrations ensure context follows every interaction, and AI integration captures what matters in real time. The result is clearer handoffs, faster customer resolutions, and fewer administrative chores for employees—improvements that translate directly into business efficiency and better customer experience.\u003c\/p\u003e\n\n \u003ch2\u003eHow It Works\u003c\/h2\u003e\n \u003cp\u003eThink of DialPad as your organization’s conversation engine. Users connect through apps on laptops and smartphones or through compatible devices; administrators manage users, numbers, and routing from a centralized dashboard. That central control makes common tasks—adding people, changing routing rules, or updating voicemail—fast and predictable instead of slow and error-prone.\u003c\/p\u003e\n\n \u003cp\u003eThe platform is designed for businesses, so security, compliance, and uptime are built-in. Redundant infrastructure and encryption protect calls, while integrations with calendars, CRMs, and help desks let context travel with the conversation. When a customer calls, DialPad can show the agent recent tickets, past purchases, or meeting notes—turning a single call into an informed, action-oriented event that moves work forward without manual lookups.\u003c\/p\u003e\n\n \u003ch2\u003eThe Power of AI \u0026amp; Agentic Automation\u003c\/h2\u003e\n \u003cp\u003eAI integration is what turns a cloud phone system into a productivity tool. Real-time voice intelligence listens, transcribes, and analyzes conversations, surfacing intent and helping people respond more effectively in the moment. Layer agentic automation—small smart agents that can act on behalf of users—and the system begins to take routine follow-ups off employees’ plates: logging CRM entries, scheduling meetings, or creating tasks based on what was said.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eReal-time coaching: AI prompts sellers or support reps with suggested questions, relevant product details, or compliant language to keep conversations on-message and effective.\u003c\/li\u003e\n \u003cli\u003eAutomatic note-taking: Transcripts and concise call summaries remove the need for manual call write-ups and reduce the risk of losing important details.\u003c\/li\u003e\n \u003cli\u003eSentiment and intent detection: The system flags frustrated customers, renewal signals, or upsell opportunities so teams can prioritize and personalize follow-up.\u003c\/li\u003e\n \u003cli\u003eData enrichment and CRM automation: AI agents can populate fields, attach call summaries, and enrich contacts so sales and support pipelines stay accurate and current.\u003c\/li\u003e\n \u003cli\u003eWorkflow bots and runbooks: When an issue is identified, bots can create tickets, assign owners, schedule follow-ups, and update stakeholders automatically.\u003c\/li\u003e\n \u003cli\u003eAI assistants for reporting: Agents can generate weekly call analytics, highlight trends, and produce coaching recommendations without manual analysis.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eReal-World Use Cases\u003c\/h2\u003e\n \u003cul\u003e\n \u003cli\u003eRemote Support Teams: A support agent receives a call that the AI flags as a possible escalation. The call is routed to a specialist with the customer’s recent chat history and purchase data attached, reducing time-to-resolution and repeat transfers.\u003c\/li\u003e\n \u003cli\u003eSales Enablement: During a discovery call, a rep gets a real-time cue to probe for budget or decision timeline. After the call, an AI agent writes a concise CRM summary and creates a follow-up task—saving the rep 10–20 minutes per interaction and keeping the sales funnel moving.\u003c\/li\u003e\n \u003cli\u003eField and Mobile Workers: Technicians use the mobile app to call from the company number and receive voicemail transcriptions. The system appends call notes to the relevant work order, reducing paperwork and improving service accuracy in the field.\u003c\/li\u003e\n \u003cli\u003eContact Center Optimization: Outbound campaigns use intelligent routing and callback windows. Voice intelligence surfaces common objections and suggests rebuttals, shortening handle time and increasing conversions.\u003c\/li\u003e\n \u003cli\u003eCross-Functional Collaboration: Product managers, legal, and support teams share AI-generated meeting summaries and searchable transcripts so decisions, action items, and context are visible across departments.\u003c\/li\u003e\n \u003cli\u003eCompliance and Training: Recorded and transcribed interactions create a searchable library for audits and agent training, removing the bottleneck of manual transcription and preserving institutional knowledge.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eBusiness Benefits\u003c\/h2\u003e\n \u003cp\u003eMoving to a cloud communications platform with AI agents and workflow automation produces measurable gains across speed, accuracy, and scale. Instead of treating conversations as ephemeral, the system captures and operationalizes them—so customer interactions, follow-ups, and coaching become consistent, repeatable processes.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eTime saved: Automated transcription, CRM logging, and follow-up task creation free employees from repetitive administrative work so they can focus on high-value interactions.\u003c\/li\u003e\n \u003cli\u003eReduced errors: AI-driven capture of key details cuts the gap between what was said and what gets done, reducing missed commitments and data-entry mistakes.\u003c\/li\u003e\n \u003cli\u003eScalability: Cloud infrastructure and centralized management let organizations add users and locations quickly without costly on-premise hardware or complex setup.\u003c\/li\u003e\n \u003cli\u003eImproved customer experience: Dynamic routing, real-time coaching, and faster access to context shorten hold times and increase first-contact resolution.\u003c\/li\u003e\n \u003cli\u003eFaster coaching and performance improvements: Managers use call analytics and sentiment trends to run targeted coaching programs that yield faster skill development than relying on intuition alone.\u003c\/li\u003e\n \u003cli\u003eOperational resilience: Geo-redundant systems, encryption, and compliance controls protect sensitive conversations and support distributed workforces reliably.\u003c\/li\u003e\n \u003cli\u003eBetter cross-team collaboration: Searchable transcripts and automated summaries make it easy for teams to find decisions and action items, reducing follow-up loops and miscommunication.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eHow Consultants In-A-Box Helps\u003c\/h2\u003e\n \u003cp\u003eConsultants In-A-Box treats communications modernization as a blend of technology, process, and people. We begin with a discovery phase that maps how calls flow, where handoffs stall, and which manual steps create the most friction. That baseline reveals the highest-impact opportunities for AI integration and workflow automation so improvements hit the areas that matter most to the business.\u003c\/p\u003e\n\n \u003cp\u003eFrom that foundation, we design a practical rollout that aligns DialPad’s capabilities with business goals. That might include configuring dynamic call routing to match support tiers, enabling voice intelligence for sales coaching, integrating with CRMs and help desks to automate logging, and building workflow bots that handle routine follow-ups. Each automation is tied to a measurable outcome—time saved, errors reduced, or faster resolution—so benefits are clear and traceable.\u003c\/p\u003e\n\n \u003cp\u003eDeployment is paired with role-based training and change management. We create playbooks that incorporate AI-driven insights, train teams on what to expect from AI prompts and agentic automations, and establish measurement frameworks that track adoption, time savings, and customer experience improvements. Feedback loops are built into the program so AI agents and rules are tuned over time as behaviors and priorities evolve.\u003c\/p\u003e\n\n \u003cp\u003eOngoing governance and monitoring complete the picture. We set up dashboards for call analytics, define escalation paths for flagged conversations, and maintain compliance guardrails as the system scales. The goal is to make the communications platform an operational capability—one that continuously reduces cognitive load, improves collaboration, and delivers repeatable business value.\u003c\/p\u003e\n\n \u003ch2\u003eFinal Summary\u003c\/h2\u003e\n \u003cp\u003eDialPad combines cloud communications, AI integration, and workflow automation to turn conversations into measurable business advantage. By capturing context, automating routine tasks, and enabling AI agents to act on behalf of teams, organizations reduce manual work, improve accuracy, and scale communications without additional operational weight. When implemented alongside clear processes and workforce development, these capabilities deliver faster resolutions, stronger coaching, and meaningful gains in business efficiency for distributed teams across devices and locations.\u003c\/p\u003e\n\n\u003c\/body\u003e","published_at":"2020-10-21T08:29:02-05:00","created_at":"2020-10-21T08:29:01-05:00","vendor":"consultantsinabox","type":"","tags":[],"price":0,"price_min":0,"price_max":0,"available":true,"price_varies":false,"compare_at_price":null,"compare_at_price_min":0,"compare_at_price_max":0,"compare_at_price_varies":false,"variants":[{"id":31913366978629,"title":"Default Title","option1":"Default Title","option2":null,"option3":null,"sku":"","requires_shipping":false,"taxable":false,"featured_image":null,"available":true,"name":"DialPad","public_title":null,"options":["Default Title"],"price":0,"weight":0,"compare_at_price":null,"inventory_management":null,"barcode":"","requires_selling_plan":false,"selling_plan_allocations":[]}],"images":["\/\/consultantsinabox.com\/cdn\/shop\/products\/Dialpad.png?v=1603286943"],"featured_image":"\/\/consultantsinabox.com\/cdn\/shop\/products\/Dialpad.png?v=1603286943","options":["Title"],"media":[{"alt":null,"id":7077972049989,"position":1,"preview_image":{"aspect_ratio":2.0,"height":500,"width":1000,"src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/Dialpad.png?v=1603286943"},"aspect_ratio":2.0,"height":500,"media_type":"image","src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/Dialpad.png?v=1603286943","width":1000}],"requires_selling_plan":false,"selling_plan_groups":[],"content":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"utf-8\"\u003e\n \u003ctitle\u003eDialPad Cloud Communications | Consultants In-A-Box\u003c\/title\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1\"\u003e\n \u003cstyle\u003e\n body {\n font-family: Inter, \"Segoe UI\", Roboto, sans-serif;\n background: #ffffff;\n color: #1f2937;\n line-height: 1.7;\n margin: 0;\n padding: 48px;\n }\n h1 { font-size: 32px; margin-bottom: 16px; }\n h2 { font-size: 22px; margin-top: 32px; }\n p { margin: 12px 0; }\n ul { margin: 12px 0 12px 24px; }\n \u003c\/style\u003e\n\n\n \u003ch1\u003eMake Every Conversation Count: Cloud Phone Systems with AI That Boost Business Efficiency\u003c\/h1\u003e\n\n \u003cp\u003eDialPad is a cloud-native communications platform that brings voice, video, messaging, and contact center functionality together with built-in AI. Instead of treating calls as isolated interactions, the platform transforms conversations into actionable data—transcripts, sentiment signals, and CRM-ready summaries—so teams spend less time chasing context and more time driving outcomes. That matters because today’s teams are distributed, mobile, and overloaded with manual tasks that slow decision-making.\u003c\/p\u003e\n\n \u003cp\u003eFor leaders pursuing digital transformation, DialPad delivers business-ready infrastructure and workflow automation without the hardware headaches. Calls are secure and reliable, integrations ensure context follows every interaction, and AI integration captures what matters in real time. The result is clearer handoffs, faster customer resolutions, and fewer administrative chores for employees—improvements that translate directly into business efficiency and better customer experience.\u003c\/p\u003e\n\n \u003ch2\u003eHow It Works\u003c\/h2\u003e\n \u003cp\u003eThink of DialPad as your organization’s conversation engine. Users connect through apps on laptops and smartphones or through compatible devices; administrators manage users, numbers, and routing from a centralized dashboard. That central control makes common tasks—adding people, changing routing rules, or updating voicemail—fast and predictable instead of slow and error-prone.\u003c\/p\u003e\n\n \u003cp\u003eThe platform is designed for businesses, so security, compliance, and uptime are built-in. Redundant infrastructure and encryption protect calls, while integrations with calendars, CRMs, and help desks let context travel with the conversation. When a customer calls, DialPad can show the agent recent tickets, past purchases, or meeting notes—turning a single call into an informed, action-oriented event that moves work forward without manual lookups.\u003c\/p\u003e\n\n \u003ch2\u003eThe Power of AI \u0026amp; Agentic Automation\u003c\/h2\u003e\n \u003cp\u003eAI integration is what turns a cloud phone system into a productivity tool. Real-time voice intelligence listens, transcribes, and analyzes conversations, surfacing intent and helping people respond more effectively in the moment. Layer agentic automation—small smart agents that can act on behalf of users—and the system begins to take routine follow-ups off employees’ plates: logging CRM entries, scheduling meetings, or creating tasks based on what was said.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eReal-time coaching: AI prompts sellers or support reps with suggested questions, relevant product details, or compliant language to keep conversations on-message and effective.\u003c\/li\u003e\n \u003cli\u003eAutomatic note-taking: Transcripts and concise call summaries remove the need for manual call write-ups and reduce the risk of losing important details.\u003c\/li\u003e\n \u003cli\u003eSentiment and intent detection: The system flags frustrated customers, renewal signals, or upsell opportunities so teams can prioritize and personalize follow-up.\u003c\/li\u003e\n \u003cli\u003eData enrichment and CRM automation: AI agents can populate fields, attach call summaries, and enrich contacts so sales and support pipelines stay accurate and current.\u003c\/li\u003e\n \u003cli\u003eWorkflow bots and runbooks: When an issue is identified, bots can create tickets, assign owners, schedule follow-ups, and update stakeholders automatically.\u003c\/li\u003e\n \u003cli\u003eAI assistants for reporting: Agents can generate weekly call analytics, highlight trends, and produce coaching recommendations without manual analysis.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eReal-World Use Cases\u003c\/h2\u003e\n \u003cul\u003e\n \u003cli\u003eRemote Support Teams: A support agent receives a call that the AI flags as a possible escalation. The call is routed to a specialist with the customer’s recent chat history and purchase data attached, reducing time-to-resolution and repeat transfers.\u003c\/li\u003e\n \u003cli\u003eSales Enablement: During a discovery call, a rep gets a real-time cue to probe for budget or decision timeline. After the call, an AI agent writes a concise CRM summary and creates a follow-up task—saving the rep 10–20 minutes per interaction and keeping the sales funnel moving.\u003c\/li\u003e\n \u003cli\u003eField and Mobile Workers: Technicians use the mobile app to call from the company number and receive voicemail transcriptions. The system appends call notes to the relevant work order, reducing paperwork and improving service accuracy in the field.\u003c\/li\u003e\n \u003cli\u003eContact Center Optimization: Outbound campaigns use intelligent routing and callback windows. Voice intelligence surfaces common objections and suggests rebuttals, shortening handle time and increasing conversions.\u003c\/li\u003e\n \u003cli\u003eCross-Functional Collaboration: Product managers, legal, and support teams share AI-generated meeting summaries and searchable transcripts so decisions, action items, and context are visible across departments.\u003c\/li\u003e\n \u003cli\u003eCompliance and Training: Recorded and transcribed interactions create a searchable library for audits and agent training, removing the bottleneck of manual transcription and preserving institutional knowledge.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eBusiness Benefits\u003c\/h2\u003e\n \u003cp\u003eMoving to a cloud communications platform with AI agents and workflow automation produces measurable gains across speed, accuracy, and scale. Instead of treating conversations as ephemeral, the system captures and operationalizes them—so customer interactions, follow-ups, and coaching become consistent, repeatable processes.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eTime saved: Automated transcription, CRM logging, and follow-up task creation free employees from repetitive administrative work so they can focus on high-value interactions.\u003c\/li\u003e\n \u003cli\u003eReduced errors: AI-driven capture of key details cuts the gap between what was said and what gets done, reducing missed commitments and data-entry mistakes.\u003c\/li\u003e\n \u003cli\u003eScalability: Cloud infrastructure and centralized management let organizations add users and locations quickly without costly on-premise hardware or complex setup.\u003c\/li\u003e\n \u003cli\u003eImproved customer experience: Dynamic routing, real-time coaching, and faster access to context shorten hold times and increase first-contact resolution.\u003c\/li\u003e\n \u003cli\u003eFaster coaching and performance improvements: Managers use call analytics and sentiment trends to run targeted coaching programs that yield faster skill development than relying on intuition alone.\u003c\/li\u003e\n \u003cli\u003eOperational resilience: Geo-redundant systems, encryption, and compliance controls protect sensitive conversations and support distributed workforces reliably.\u003c\/li\u003e\n \u003cli\u003eBetter cross-team collaboration: Searchable transcripts and automated summaries make it easy for teams to find decisions and action items, reducing follow-up loops and miscommunication.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eHow Consultants In-A-Box Helps\u003c\/h2\u003e\n \u003cp\u003eConsultants In-A-Box treats communications modernization as a blend of technology, process, and people. We begin with a discovery phase that maps how calls flow, where handoffs stall, and which manual steps create the most friction. That baseline reveals the highest-impact opportunities for AI integration and workflow automation so improvements hit the areas that matter most to the business.\u003c\/p\u003e\n\n \u003cp\u003eFrom that foundation, we design a practical rollout that aligns DialPad’s capabilities with business goals. That might include configuring dynamic call routing to match support tiers, enabling voice intelligence for sales coaching, integrating with CRMs and help desks to automate logging, and building workflow bots that handle routine follow-ups. Each automation is tied to a measurable outcome—time saved, errors reduced, or faster resolution—so benefits are clear and traceable.\u003c\/p\u003e\n\n \u003cp\u003eDeployment is paired with role-based training and change management. We create playbooks that incorporate AI-driven insights, train teams on what to expect from AI prompts and agentic automations, and establish measurement frameworks that track adoption, time savings, and customer experience improvements. Feedback loops are built into the program so AI agents and rules are tuned over time as behaviors and priorities evolve.\u003c\/p\u003e\n\n \u003cp\u003eOngoing governance and monitoring complete the picture. We set up dashboards for call analytics, define escalation paths for flagged conversations, and maintain compliance guardrails as the system scales. The goal is to make the communications platform an operational capability—one that continuously reduces cognitive load, improves collaboration, and delivers repeatable business value.\u003c\/p\u003e\n\n \u003ch2\u003eFinal Summary\u003c\/h2\u003e\n \u003cp\u003eDialPad combines cloud communications, AI integration, and workflow automation to turn conversations into measurable business advantage. By capturing context, automating routine tasks, and enabling AI agents to act on behalf of teams, organizations reduce manual work, improve accuracy, and scale communications without additional operational weight. When implemented alongside clear processes and workforce development, these capabilities deliver faster resolutions, stronger coaching, and meaningful gains in business efficiency for distributed teams across devices and locations.\u003c\/p\u003e\n\n\u003c\/body\u003e"}

{"id":1998981824581,"title":"Digital Menu Boards","handle":"digital-menu-boards","description":"\u003ch1\u003eDigital Menu Boards Software\u003c\/h1\u003e\n\u003cp\u003eUsing our digital menu board software easily and quickly create beautiful digital menu boards, edit your prices, add images, item descriptions, scrolling text, slideshows, videos. All changes wirelessly update the menu with minutes!\u003c\/p\u003e\n\u003cp\u003eYou can create an unlimited number of playlists, examples morning menu, lunch menu, dinner menu, happy hours menu, special events menus and more!\u003cspan\u003e \u003c\/span\u003e\u003c\/p\u003e","published_at":"2019-01-07T10:47:24-06:00","created_at":"2019-01-07T10:49:30-06:00","vendor":"consultantsinabox","type":"","tags":[],"price":0,"price_min":0,"price_max":0,"available":true,"price_varies":false,"compare_at_price":null,"compare_at_price_min":0,"compare_at_price_max":0,"compare_at_price_varies":false,"variants":[{"id":18975377686597,"title":"Default Title","option1":"Default Title","option2":null,"option3":null,"sku":"","requires_shipping":false,"taxable":true,"featured_image":null,"available":true,"name":"Digital Menu Boards","public_title":null,"options":["Default Title"],"price":0,"weight":0,"compare_at_price":null,"inventory_management":null,"barcode":"","requires_selling_plan":false,"selling_plan_allocations":[]}],"images":["\/\/consultantsinabox.com\/cdn\/shop\/products\/Restaurant-digital-menu-boards-1.jpg?v=1548857129"],"featured_image":"\/\/consultantsinabox.com\/cdn\/shop\/products\/Restaurant-digital-menu-boards-1.jpg?v=1548857129","options":["Title"],"media":[{"alt":"Digital Menu Boards in Sioux Falls, South Dakota","id":3736674369605,"position":1,"preview_image":{"aspect_ratio":1.546,"height":634,"width":980,"src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/Restaurant-digital-menu-boards-1.jpg?v=1548857129"},"aspect_ratio":1.546,"height":634,"media_type":"image","src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/Restaurant-digital-menu-boards-1.jpg?v=1548857129","width":980}],"requires_selling_plan":false,"selling_plan_groups":[],"content":"\u003ch1\u003eDigital Menu Boards Software\u003c\/h1\u003e\n\u003cp\u003eUsing our digital menu board software easily and quickly create beautiful digital menu boards, edit your prices, add images, item descriptions, scrolling text, slideshows, videos. All changes wirelessly update the menu with minutes!\u003c\/p\u003e\n\u003cp\u003eYou can create an unlimited number of playlists, examples morning menu, lunch menu, dinner menu, happy hours menu, special events menus and more!\u003cspan\u003e \u003c\/span\u003e\u003c\/p\u003e"}

{"id":1908538474565,"title":"E-Signature Solutions","handle":"e-signature-solutions","description":"\u003cp\u003e\u003cstrong\u003eSpeed\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eUse Consultants In-A-Box partners to complete approvals and agreements in minutes or hours—not days—from almost anywhere in the world. Quickly and securely access and sign documents. Easily upload and send documents for others to sign. Send reminders and check signing status almost any time.\u003c\/span\u003e\u003c\/p\u003e\n\u003cdiv class=\"overview-editorials__body\"\u003e\n\u003cp\u003e\u003cstrong\u003eModernize Your System of Agreement\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eGo digital beyond the signature. Save additional time, money, and errors by automating and connecting entire agreement processes. Embed electronic signing and payment requests into your existing website, portals, and applications. Use Consultants In-A-Box partners have pre-built integrations or APIs to connect to the systems you already use. With our partners, you not only get The Global Standard for eSignature® but also the many options of a System of Agreement Platform.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eSecure\u003c\/strong\u003e\u003cbr\u003eE-Signature from Consultants In-A-Box partners meet the industry’s most rigorous security certification standards.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eReliability \u003c\/strong\u003e\u003cbr\u003e\u003cspan\u003eOur partners boast a 99.99% platform availability to customers and users worldwide over the past 24 months.\u003cbr\u003e\u003cbr\u003e\u003cstrong\u003eGlobal\u003c\/strong\u003e\u003cbr\u003eWith hundreds of millions of users from more than 180 countries worldwide, and signing enabled in 43 localized languages, users everywhere can enjoy the benefits of digital agreement processes for most documents while meeting the requirements of national law worldwide.\u003cbr\u003e\u003cbr\u003e\u003cstrong\u003eIntegrated\u003c\/strong\u003e\u003cbr\u003eBecause every business is different, our partners are flexible. We have hundreds of out-of-box connectors for common applications. Does your business require a custom solution? Our partner's APIs allow developers to extend and integrate \u003cbr\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n","published_at":"2018-11-20T13:32:01-06:00","created_at":"2018-11-20T13:43:34-06:00","vendor":"consultantsinabox","type":"","tags":[],"price":0,"price_min":0,"price_max":0,"available":true,"price_varies":false,"compare_at_price":null,"compare_at_price_min":0,"compare_at_price_max":0,"compare_at_price_varies":false,"variants":[{"id":18201973293125,"title":"Default Title","option1":"Default Title","option2":null,"option3":null,"sku":"","requires_shipping":true,"taxable":true,"featured_image":null,"available":true,"name":"E-Signature Solutions","public_title":null,"options":["Default Title"],"price":0,"weight":0,"compare_at_price":null,"inventory_management":null,"barcode":"","requires_selling_plan":false,"selling_plan_allocations":[]}],"images":["\/\/consultantsinabox.com\/cdn\/shop\/products\/docusign.png?v=1548857130"],"featured_image":"\/\/consultantsinabox.com\/cdn\/shop\/products\/docusign.png?v=1548857130","options":["Title"],"media":[{"alt":"E-Signature Solutions in Sioux Falls, South Dakota","id":3705475956805,"position":1,"preview_image":{"aspect_ratio":1.682,"height":428,"width":720,"src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/docusign.png?v=1548857130"},"aspect_ratio":1.682,"height":428,"media_type":"image","src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/docusign.png?v=1548857130","width":720}],"requires_selling_plan":false,"selling_plan_groups":[],"content":"\u003cp\u003e\u003cstrong\u003eSpeed\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eUse Consultants In-A-Box partners to complete approvals and agreements in minutes or hours—not days—from almost anywhere in the world. Quickly and securely access and sign documents. Easily upload and send documents for others to sign. Send reminders and check signing status almost any time.\u003c\/span\u003e\u003c\/p\u003e\n\u003cdiv class=\"overview-editorials__body\"\u003e\n\u003cp\u003e\u003cstrong\u003eModernize Your System of Agreement\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eGo digital beyond the signature. Save additional time, money, and errors by automating and connecting entire agreement processes. Embed electronic signing and payment requests into your existing website, portals, and applications. Use Consultants In-A-Box partners have pre-built integrations or APIs to connect to the systems you already use. With our partners, you not only get The Global Standard for eSignature® but also the many options of a System of Agreement Platform.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eSecure\u003c\/strong\u003e\u003cbr\u003eE-Signature from Consultants In-A-Box partners meet the industry’s most rigorous security certification standards.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eReliability \u003c\/strong\u003e\u003cbr\u003e\u003cspan\u003eOur partners boast a 99.99% platform availability to customers and users worldwide over the past 24 months.\u003cbr\u003e\u003cbr\u003e\u003cstrong\u003eGlobal\u003c\/strong\u003e\u003cbr\u003eWith hundreds of millions of users from more than 180 countries worldwide, and signing enabled in 43 localized languages, users everywhere can enjoy the benefits of digital agreement processes for most documents while meeting the requirements of national law worldwide.\u003cbr\u003e\u003cbr\u003e\u003cstrong\u003eIntegrated\u003c\/strong\u003e\u003cbr\u003eBecause every business is different, our partners are flexible. We have hundreds of out-of-box connectors for common applications. Does your business require a custom solution? Our partner's APIs allow developers to extend and integrate \u003cbr\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n"}

{"id":2090251714629,"title":"Electronic Health Records Software","handle":"electronic-health-records-software","description":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"utf-8\"\u003e\n \u003ctitle\u003eSmart EHR Dashboard \u0026amp; Automated Clinical Workflows | Consultants In-A-Box\u003c\/title\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1\"\u003e\n \u003cstyle\u003e\n body {\n font-family: Inter, \"Segoe UI\", Roboto, sans-serif;\n background: #ffffff;\n color: #1f2937;\n line-height: 1.7;\n margin: 0;\n padding: 48px;\n }\n h1 { font-size: 32px; margin-bottom: 16px; }\n h2 { font-size: 22px; margin-top: 32px; }\n p { margin: 12px 0; }\n ul { margin: 12px 0 12px 24px; }\n \/* No link styles: do not create or style anchors *\/\n \u003c\/style\u003e\n\n\n \u003ch1\u003eTurn Your EHR into a Smart, Automated Practice Engine\u003c\/h1\u003e\n\n \u003cp\u003eModern electronic health records (EHRs) can do more than store charts—they can orchestrate care. A smart EHR surface gives clinical teams a prioritized daily agenda, highlights high-risk items, and keeps scheduling, billing, and patient communications synchronized. By combining a role-aware dashboard with AI integration and workflow automation, an EHR can behave like a proactive practice assistant that reduces administrative burden, lowers error risk, and lets clinicians spend more time on care.\u003c\/p\u003e\n\n \u003cp\u003eThis article explains, in plain business terms, how a unified cloud EHR with smart dashboards, templates, and connected patient tools works, why AI agents matter, and where tangible ROI appears. We cover everyday clinical scenarios—scheduling, rooming, ePrescribing, immunization reporting, quality measures, and telehealth—and show how agentic automation turns repetitive tasks into reliable background work that improves both clinical outcomes and business efficiency.\u003c\/p\u003e\n\n \u003ch2\u003eHow It Works\u003c\/h2\u003e\n \u003cp\u003eA modern smart EHR simplifies work by presenting each person with the information they need, when they need it. Providers see a compact, role-specific dashboard: color-coded schedules, a snapshot of where patients are in the visit flow, and “task donuts” that show outstanding work and urgent items. Front desk and clinical staff get different views tailored to check-in, rooming, and billing activities so each user is focused on their priorities instead of hunting through long records.\u003c\/p\u003e\n\n \u003cp\u003eBehind the dashboard, the EHR connects clinical documentation, practice management, billing, patient engagement tools, and cloud storage so data flows both ways. Appointments, demographics, and charges update automatically; patient messages, telemedicine sessions, and lab results synchronize with the medical record. Built-in templates, ePrescribing, and clinical decision support accelerate documentation and support consistent, compliant care. The key is that the system is not a passive repository—it becomes an active workflow hub where information drives action.\u003c\/p\u003e\n\n \u003ch2\u003eThe Power of AI \u0026amp; Agentic Automation\u003c\/h2\u003e\n \u003cp\u003eLayering AI agents onto a smart EHR turns passive displays into intelligent workflow managers. AI agents can read and interpret data, prioritize work based on clinical risk and business rules, and perform repeatable tasks with oversight. This combination of AI integration and workflow automation reduces manual steps, lowers cognitive load, and accelerates routine operations—helping teams work smarter rather than harder.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eIntelligent triage agents that read incoming patient messages and route urgent issues to clinicians while batching routine requests for nurses or administrative staff, reducing inbox noise and response time.\u003c\/li\u003e\n \u003cli\u003eWorkflow bots that handle medication refill workflows: verify medication history, check interactions and allergies, draft prescriptions, and notify the clinician for a quick review—streamlining pharmacy communication while preserving safety.\u003c\/li\u003e\n \u003cli\u003eAutomated reporting assistants that gather quality metrics continuously, surface documentation gaps for MIPS\/CQM, and prepare submission-ready reports—turning quarterly scramble into a daily background process.\u003c\/li\u003e\n \u003cli\u003ePatient engagement agents that send personalized reminders, post-visit check-ins, and immunization submissions to registries with confirmation receipts—improving adherence and reducing manual registry uploads.\u003c\/li\u003e\n \u003cli\u003eDecision-support copilots that summarize lab trends, flag out-of-range results, and suggest evidence-based pathways tailored to patient history—helping clinicians make faster, better-informed choices.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eReal-World Use Cases\u003c\/h2\u003e\n \u003cul\u003e\n \u003cli\u003eScheduling Snapshot \u0026amp; Rooming Automation: A live dashboard shows patient location and status. An AI agent sends wait-time alerts, suggests reordering rooming to reduce physician idle time, and automatically updates appointments when telemedicine visits convert to phone consults—improving throughput and reducing bottlenecks.\u003c\/li\u003e\n \u003cli\u003ePrioritized Task Management: Task donuts group actions by urgency. Agents highlight critical labs, missed follow-ups, or unsigned notes and compile role-specific task lists—cutting triage time from minutes to seconds and preventing important items from falling through the cracks.\u003c\/li\u003e\n \u003cli\u003eePrescribing \u0026amp; Controlled Substance Workflows: For controlled medications, agents verify consent, check state monitoring programs, attach required documentation, and route secure prescriptions to pharmacies—lowering compliance risk and removing many repetitive steps clinicians tolerate today.\u003c\/li\u003e\n \u003cli\u003eTelemedicine Documentation: Integrated telehealth sessions automatically update charts, append encounter notes to patient cards, and generate billing codes. AI generates visit summaries and populates templates so clinicians spend less time after the session documenting.\u003c\/li\u003e\n \u003cli\u003eImmunization and Registry Reporting: When vaccines are administered, automation sends records to state registries, verifies successful transmission, and flags any failures for human review—eliminating manual uploads and follow-up calls.\u003c\/li\u003e\n \u003cli\u003eQuality Measure \u0026amp; Regulatory Readiness: Agents collect indicators during routine charting, alert staff to missing fields (for example, smoking status or blood pressure), and produce compliance-ready reports—reducing the scramble at reporting season and improving performance in value-based programs.\u003c\/li\u003e\n \u003cli\u003ePatient Outreach \u0026amp; Preventive Care Campaigns: Automated campaigns segment patients by condition or overdue screening, send tailored messages, and track responses—lifting preventive care rates and retention while minimizing staff time spent on outreach.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eBusiness Benefits\u003c\/h2\u003e\n \u003cp\u003eSmart EHRs with AI agents and workflow automation address four business priorities: save time, improve accuracy, scale reliably, and improve staff experience. The impact is measurable and often multiplies across the organization as automated processes compound efficiency gains.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eTime Savings: Automating triage, renewals, and reporting recaptures hours per provider per week, allowing clinicians and staff to focus on high-value activities and patient care rather than repetitive administration.\u003c\/li\u003e\n \u003cli\u003eReduced Errors \u0026amp; Compliance Risk: Automated checks for drug interactions, registry submissions, and mandatory fields reduce the chance of costly mistakes and regulatory penalties.\u003c\/li\u003e\n \u003cli\u003eImproved Patient Access \u0026amp; Satisfaction: Faster rooming, timely follow-ups, and proactive reminders reduce no-shows and improve patient experience—supporting revenue stability and better clinical outcomes.\u003c\/li\u003e\n \u003cli\u003eOperational Scalability: Cloud-based, integrated EHR platforms make it simpler to onboard clinicians or expand multi‑site operations without hiring proportionally more administrative staff, supporting growth strategies.\u003c\/li\u003e\n \u003cli\u003eStronger Financial Performance: Synchronized billing and fewer missed charges accelerate reimbursement and reduce denials, improving cash flow and decreasing accounts receivable days.\u003c\/li\u003e\n \u003cli\u003eContinuous Quality Improvement: Ongoing collection of quality metrics enables proactive interventions, improving outcomes and performance in pay-for-performance and value-based models.\u003c\/li\u003e\n \u003cli\u003eWorkforce Empowerment \u0026amp; Retention: Role-aware dashboards, templates, and AI assistants reduce cognitive load and standardize processes, improving job satisfaction and lowering turnover among clinical staff.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eHow Consultants In-A-Box Helps\u003c\/h2\u003e\n \u003cp\u003eDesigning and deploying smart EHR automations requires balancing technology, people, and compliance. Consultants In-A-Box applies a practical, outcomes-focused approach that starts with mapping daily workflows, identifying high-friction tasks, and quantifying current time and cost. That baseline makes ROI transparent and prioritizes automations that yield the biggest business impact quickly.\u003c\/p\u003e\n\n \u003cp\u003eWe design automations that align with clinical responsibilities and compliance boundaries—defining what an AI agent can do autonomously, what requires clinician approval, and which steps need human oversight. Change management and workforce development are built into every project: role-specific training, simple playbooks, shadowing during rollout, and feedback loops so staff trust and adopt the new workflows.\u003c\/p\u003e\n\n \u003cp\u003eTechnical implementation emphasizes interoperability and security: synchronized scheduling and billing flows, secure cloud data handling, ePrescribing with necessary certifications, and automated reporting for quality programs and immunization registries. We recommend a staged rollout: pilot low-risk automations such as message triage and refill drafting, measure performance, then scale to decision-support and continuous quality monitoring. Post-deployment, we monitor agent performance, track time-savings and clinical outcomes, and iterate on templates and rules to ensure the system improves with use.\u003c\/p\u003e\n\n \u003ch2\u003eFinal overview\u003c\/h2\u003e\n \u003cp\u003eTurning an EHR into a smart, automated practice engine combines a role-aware dashboard, connected clinical and administrative systems, and thoughtful AI agents that reduce repetitive work while preserving clinician control. The outcome is concrete: fewer administrative hours, fewer errors, higher patient engagement, and better financial and quality performance. For leaders focused on digital transformation and business efficiency, AI integration and workflow automation convert the EHR from a necessary cost into a strategic asset that scales care and empowers teams.\u003c\/p\u003e\n\n\u003c\/body\u003e","published_at":"2019-03-18T17:17:00-05:00","created_at":"2019-03-18T17:21:19-05:00","vendor":"consultantsinabox","type":"","tags":[],"price":0,"price_min":0,"price_max":0,"available":true,"price_varies":false,"compare_at_price":null,"compare_at_price_min":0,"compare_at_price_max":0,"compare_at_price_varies":false,"variants":[{"id":19443293454405,"title":"Default Title","option1":"Default Title","option2":null,"option3":null,"sku":"","requires_shipping":false,"taxable":true,"featured_image":null,"available":true,"name":"Electronic Health Records Software","public_title":null,"options":["Default Title"],"price":0,"weight":0,"compare_at_price":null,"inventory_management":null,"barcode":"","requires_selling_plan":false,"selling_plan_allocations":[]}],"images":["\/\/consultantsinabox.com\/cdn\/shop\/products\/EHR.JPG?v=1552947682"],"featured_image":"\/\/consultantsinabox.com\/cdn\/shop\/products\/EHR.JPG?v=1552947682","options":["Title"],"media":[{"alt":null,"id":3882832625733,"position":1,"preview_image":{"aspect_ratio":1.908,"height":598,"width":1141,"src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/EHR.JPG?v=1552947682"},"aspect_ratio":1.908,"height":598,"media_type":"image","src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/EHR.JPG?v=1552947682","width":1141}],"requires_selling_plan":false,"selling_plan_groups":[],"content":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"utf-8\"\u003e\n \u003ctitle\u003eSmart EHR Dashboard \u0026amp; Automated Clinical Workflows | Consultants In-A-Box\u003c\/title\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1\"\u003e\n \u003cstyle\u003e\n body {\n font-family: Inter, \"Segoe UI\", Roboto, sans-serif;\n background: #ffffff;\n color: #1f2937;\n line-height: 1.7;\n margin: 0;\n padding: 48px;\n }\n h1 { font-size: 32px; margin-bottom: 16px; }\n h2 { font-size: 22px; margin-top: 32px; }\n p { margin: 12px 0; }\n ul { margin: 12px 0 12px 24px; }\n \/* No link styles: do not create or style anchors *\/\n \u003c\/style\u003e\n\n\n \u003ch1\u003eTurn Your EHR into a Smart, Automated Practice Engine\u003c\/h1\u003e\n\n \u003cp\u003eModern electronic health records (EHRs) can do more than store charts—they can orchestrate care. A smart EHR surface gives clinical teams a prioritized daily agenda, highlights high-risk items, and keeps scheduling, billing, and patient communications synchronized. By combining a role-aware dashboard with AI integration and workflow automation, an EHR can behave like a proactive practice assistant that reduces administrative burden, lowers error risk, and lets clinicians spend more time on care.\u003c\/p\u003e\n\n \u003cp\u003eThis article explains, in plain business terms, how a unified cloud EHR with smart dashboards, templates, and connected patient tools works, why AI agents matter, and where tangible ROI appears. We cover everyday clinical scenarios—scheduling, rooming, ePrescribing, immunization reporting, quality measures, and telehealth—and show how agentic automation turns repetitive tasks into reliable background work that improves both clinical outcomes and business efficiency.\u003c\/p\u003e\n\n \u003ch2\u003eHow It Works\u003c\/h2\u003e\n \u003cp\u003eA modern smart EHR simplifies work by presenting each person with the information they need, when they need it. Providers see a compact, role-specific dashboard: color-coded schedules, a snapshot of where patients are in the visit flow, and “task donuts” that show outstanding work and urgent items. Front desk and clinical staff get different views tailored to check-in, rooming, and billing activities so each user is focused on their priorities instead of hunting through long records.\u003c\/p\u003e\n\n \u003cp\u003eBehind the dashboard, the EHR connects clinical documentation, practice management, billing, patient engagement tools, and cloud storage so data flows both ways. Appointments, demographics, and charges update automatically; patient messages, telemedicine sessions, and lab results synchronize with the medical record. Built-in templates, ePrescribing, and clinical decision support accelerate documentation and support consistent, compliant care. The key is that the system is not a passive repository—it becomes an active workflow hub where information drives action.\u003c\/p\u003e\n\n \u003ch2\u003eThe Power of AI \u0026amp; Agentic Automation\u003c\/h2\u003e\n \u003cp\u003eLayering AI agents onto a smart EHR turns passive displays into intelligent workflow managers. AI agents can read and interpret data, prioritize work based on clinical risk and business rules, and perform repeatable tasks with oversight. This combination of AI integration and workflow automation reduces manual steps, lowers cognitive load, and accelerates routine operations—helping teams work smarter rather than harder.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eIntelligent triage agents that read incoming patient messages and route urgent issues to clinicians while batching routine requests for nurses or administrative staff, reducing inbox noise and response time.\u003c\/li\u003e\n \u003cli\u003eWorkflow bots that handle medication refill workflows: verify medication history, check interactions and allergies, draft prescriptions, and notify the clinician for a quick review—streamlining pharmacy communication while preserving safety.\u003c\/li\u003e\n \u003cli\u003eAutomated reporting assistants that gather quality metrics continuously, surface documentation gaps for MIPS\/CQM, and prepare submission-ready reports—turning quarterly scramble into a daily background process.\u003c\/li\u003e\n \u003cli\u003ePatient engagement agents that send personalized reminders, post-visit check-ins, and immunization submissions to registries with confirmation receipts—improving adherence and reducing manual registry uploads.\u003c\/li\u003e\n \u003cli\u003eDecision-support copilots that summarize lab trends, flag out-of-range results, and suggest evidence-based pathways tailored to patient history—helping clinicians make faster, better-informed choices.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eReal-World Use Cases\u003c\/h2\u003e\n \u003cul\u003e\n \u003cli\u003eScheduling Snapshot \u0026amp; Rooming Automation: A live dashboard shows patient location and status. An AI agent sends wait-time alerts, suggests reordering rooming to reduce physician idle time, and automatically updates appointments when telemedicine visits convert to phone consults—improving throughput and reducing bottlenecks.\u003c\/li\u003e\n \u003cli\u003ePrioritized Task Management: Task donuts group actions by urgency. Agents highlight critical labs, missed follow-ups, or unsigned notes and compile role-specific task lists—cutting triage time from minutes to seconds and preventing important items from falling through the cracks.\u003c\/li\u003e\n \u003cli\u003eePrescribing \u0026amp; Controlled Substance Workflows: For controlled medications, agents verify consent, check state monitoring programs, attach required documentation, and route secure prescriptions to pharmacies—lowering compliance risk and removing many repetitive steps clinicians tolerate today.\u003c\/li\u003e\n \u003cli\u003eTelemedicine Documentation: Integrated telehealth sessions automatically update charts, append encounter notes to patient cards, and generate billing codes. AI generates visit summaries and populates templates so clinicians spend less time after the session documenting.\u003c\/li\u003e\n \u003cli\u003eImmunization and Registry Reporting: When vaccines are administered, automation sends records to state registries, verifies successful transmission, and flags any failures for human review—eliminating manual uploads and follow-up calls.\u003c\/li\u003e\n \u003cli\u003eQuality Measure \u0026amp; Regulatory Readiness: Agents collect indicators during routine charting, alert staff to missing fields (for example, smoking status or blood pressure), and produce compliance-ready reports—reducing the scramble at reporting season and improving performance in value-based programs.\u003c\/li\u003e\n \u003cli\u003ePatient Outreach \u0026amp; Preventive Care Campaigns: Automated campaigns segment patients by condition or overdue screening, send tailored messages, and track responses—lifting preventive care rates and retention while minimizing staff time spent on outreach.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eBusiness Benefits\u003c\/h2\u003e\n \u003cp\u003eSmart EHRs with AI agents and workflow automation address four business priorities: save time, improve accuracy, scale reliably, and improve staff experience. The impact is measurable and often multiplies across the organization as automated processes compound efficiency gains.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eTime Savings: Automating triage, renewals, and reporting recaptures hours per provider per week, allowing clinicians and staff to focus on high-value activities and patient care rather than repetitive administration.\u003c\/li\u003e\n \u003cli\u003eReduced Errors \u0026amp; Compliance Risk: Automated checks for drug interactions, registry submissions, and mandatory fields reduce the chance of costly mistakes and regulatory penalties.\u003c\/li\u003e\n \u003cli\u003eImproved Patient Access \u0026amp; Satisfaction: Faster rooming, timely follow-ups, and proactive reminders reduce no-shows and improve patient experience—supporting revenue stability and better clinical outcomes.\u003c\/li\u003e\n \u003cli\u003eOperational Scalability: Cloud-based, integrated EHR platforms make it simpler to onboard clinicians or expand multi‑site operations without hiring proportionally more administrative staff, supporting growth strategies.\u003c\/li\u003e\n \u003cli\u003eStronger Financial Performance: Synchronized billing and fewer missed charges accelerate reimbursement and reduce denials, improving cash flow and decreasing accounts receivable days.\u003c\/li\u003e\n \u003cli\u003eContinuous Quality Improvement: Ongoing collection of quality metrics enables proactive interventions, improving outcomes and performance in pay-for-performance and value-based models.\u003c\/li\u003e\n \u003cli\u003eWorkforce Empowerment \u0026amp; Retention: Role-aware dashboards, templates, and AI assistants reduce cognitive load and standardize processes, improving job satisfaction and lowering turnover among clinical staff.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eHow Consultants In-A-Box Helps\u003c\/h2\u003e\n \u003cp\u003eDesigning and deploying smart EHR automations requires balancing technology, people, and compliance. Consultants In-A-Box applies a practical, outcomes-focused approach that starts with mapping daily workflows, identifying high-friction tasks, and quantifying current time and cost. That baseline makes ROI transparent and prioritizes automations that yield the biggest business impact quickly.\u003c\/p\u003e\n\n \u003cp\u003eWe design automations that align with clinical responsibilities and compliance boundaries—defining what an AI agent can do autonomously, what requires clinician approval, and which steps need human oversight. Change management and workforce development are built into every project: role-specific training, simple playbooks, shadowing during rollout, and feedback loops so staff trust and adopt the new workflows.\u003c\/p\u003e\n\n \u003cp\u003eTechnical implementation emphasizes interoperability and security: synchronized scheduling and billing flows, secure cloud data handling, ePrescribing with necessary certifications, and automated reporting for quality programs and immunization registries. We recommend a staged rollout: pilot low-risk automations such as message triage and refill drafting, measure performance, then scale to decision-support and continuous quality monitoring. Post-deployment, we monitor agent performance, track time-savings and clinical outcomes, and iterate on templates and rules to ensure the system improves with use.\u003c\/p\u003e\n\n \u003ch2\u003eFinal overview\u003c\/h2\u003e\n \u003cp\u003eTurning an EHR into a smart, automated practice engine combines a role-aware dashboard, connected clinical and administrative systems, and thoughtful AI agents that reduce repetitive work while preserving clinician control. The outcome is concrete: fewer administrative hours, fewer errors, higher patient engagement, and better financial and quality performance. For leaders focused on digital transformation and business efficiency, AI integration and workflow automation convert the EHR from a necessary cost into a strategic asset that scales care and empowers teams.\u003c\/p\u003e\n\n\u003c\/body\u003e"}

{"id":4567672225861,"title":"Electronic Payments Inc","handle":"electronic-payments-inc","description":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"utf-8\"\u003e\n \u003ctitle\u003eElectronic Payments \u0026amp; Integrated POS Solutions | Consultants In-A-Box\u003c\/title\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1\"\u003e\n \u003cstyle\u003e\n body {\n font-family: Inter, \"Segoe UI\", Roboto, sans-serif;\n background: #ffffff;\n color: #1f2937;\n line-height: 1.7;\n margin: 0;\n padding: 48px;\n }\n h1 { font-size: 32px; margin-bottom: 16px; }\n h2 { font-size: 22px; margin-top: 32px; }\n p { margin: 12px 0; }\n ul { margin: 12px 0 12px 24px; }\n \u003c\/style\u003e\n\n\n \u003ch1\u003eSimplify Payments and Drive Business Efficiency with Integrated Electronic Payments\u003c\/h1\u003e\n\n \u003cp\u003eElectronic payments are no longer just a way to take money — they are the backbone of modern commerce. Integrated payment solutions combine point-of-sale systems, mobile readers, gateways, and accounting integrations so every transaction becomes a dependable data point. That centralized flow reduces manual work, speeds reconciliation, protects customer data, and gives leaders timely insight into how the business is performing.\u003c\/p\u003e\n\n \u003cp\u003eWhen you add AI integration and workflow automation, payments stop being a time sink and start being a source of operational leverage. Routine tasks—reconciling batches, routing refunds, monitoring for fraud, sending subscription notices—are handled automatically, freeing staff to deliver service and managers to focus on growth. For operations and finance leaders, this is practical digital transformation: simpler processes, fewer mistakes, and measurable efficiency gains.\u003c\/p\u003e\n\n \u003ch2\u003eHow It Works\u003c\/h2\u003e\n \u003cp\u003eThink of an integrated payments system as a commerce operating layer that connects the front line to finance and marketing. At the point of sale, a device (tablet, register, mobile reader) captures the transaction and securely passes it to a payment processor. A payment gateway keeps data synchronized across channels — in-store, online, and in the field — so every sale, return, or gift-card redemption is recorded consistently.\u003c\/p\u003e\n\n \u003cp\u003eThat transaction data then flows into the business systems teams already use. Accounting tools receive settled batches for reconciliation, inventory systems update stock levels automatically, and customer records are enriched with purchase history. The result is fewer manual exports, one source of truth for sales and customer data, and faster visibility into cash flow. Built-in features like recurring billing, gift cards, and loyalty integrations extend revenue options while layered security—tokenization and vaulted credentials—protects sensitive information.\u003c\/p\u003e\n\n \u003ch2\u003eThe Power of AI \u0026amp; Agentic Automation\u003c\/h2\u003e\n \u003cp\u003eAI agents change how organizations interact with payment data. Instead of humans monitoring spreadsheets and manually following up on exceptions, intelligent agents continuously watch transaction flows, detect patterns, and carry out rules-based or predictive actions. These agents operate at scale and can be given authority to act on routine scenarios, escalating only truly complex cases to humans.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eAutomated reconciliation agents compare receipts, processor fees, and bank deposits across platforms, flagging and resolving mismatches so month-end closes faster and with fewer surprises.\u003c\/li\u003e\n \u003cli\u003eMachine-learned fraud monitors observe normal transaction behavior and surface anomalies in real time, enabling quick holds or extra verification before losses occur.\u003c\/li\u003e\n \u003cli\u003eWorkflow bots manage common customer transactions — refunds, exchanges, subscription pauses — and record every step back into CRM and accounting systems without manual entry.\u003c\/li\u003e\n \u003cli\u003eAI reporting assistants generate scheduled sales snapshots, margin analyses, and customer-segmentation reports, turning raw transactions into decision-ready insights.\u003c\/li\u003e\n \u003cli\u003eCustomer-facing chatbots collect payment details, verify identities, or route disputes, reducing support load while preserving a human touch for escalations.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eReal-World Use Cases\u003c\/h2\u003e\n \u003cul\u003e\n \u003cli\u003eRestaurant operations: A server uses a tablet POS to manage orders and accept contactless payment. An AI agent tracks no-shows and patterns of refunds, automatically issuing loyalty offers to encourage repeat visits and logging outcomes to measure campaign effectiveness.\u003c\/li\u003e\n \u003cli\u003eRetail inventory and promotions: Sales from physical stores and e-commerce feed a central inventory ledger. When stock hits reorder levels, an automation creates purchase orders, updates suppliers, and notifies buyers — keeping shelves stocked without manual checks.\u003c\/li\u003e\n \u003cli\u003eField sales and services: Mobile reps process payments with a reader that syncs to the same gateway as the store network. Transactions appear in accounting instantly, reducing month-end reconciliation and giving finance earlier visibility into cash flow.\u003c\/li\u003e\n \u003cli\u003eSubscription businesses: Recurring billing runs automatically. AI-driven dunning retries payments on the most promising cadence, sends personalized notices, and escalates to human collections only for chronic issues, improving retention and reducing revenue leakage.\u003c\/li\u003e\n \u003cli\u003eGift card and loyalty orchestration: Digital gift cards and loyalty points are tracked across channels so multi-location businesses can run targeted promotions based on purchase history, increasing average order value and visit frequency.\u003c\/li\u003e\n \u003cli\u003eFinance automation: Payment plugins post settled batches into QuickBooks, Sage, or ERP systems with automatic matching logic. Exceptions are presented as a short review list rather than pages of transactions, shrinking reconciliation work from days to minutes.\u003c\/li\u003e\n \u003cli\u003eCompliance and security workflows: PCI compliance checks, token rotation, and breach-monitoring agents reduce administrative burdens and help maintain regulatory standards without constant manual oversight.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eBusiness Benefits\u003c\/h2\u003e\n \u003cp\u003eIntegrated electronic payments with AI-enhanced automation deliver measurable outcomes across operations, finance, and customer experience. They convert repetitive manual tasks into reliable, auditable processes that scale as the business grows.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eTime savings: Automations cut reconciliation, invoicing, and reporting from hours or days to minutes, allowing teams to reallocate time to analysis, planning, and customer work.\u003c\/li\u003e\n \u003cli\u003eFewer errors: Removing manual data entry reduces mismatches, lost receipts, and posting mistakes that complicate audits and obscure cash flow.\u003c\/li\u003e\n \u003cli\u003eFaster cash flow and forecasting: More timely settlement reporting and clearer deposits improve forecasting accuracy and working capital management.\u003c\/li\u003e\n \u003cli\u003eBetter customer experiences: Faster checkouts, flexible payment options, and integrated loyalty programs reduce friction and increase repeat business.\u003c\/li\u003e\n \u003cli\u003eOperational scalability: Centralized processes and standardized data mean opening new locations or adding sales channels doesn’t multiply administrative overhead.\u003c\/li\u003e\n \u003cli\u003eStronger security posture: Tokenization, encrypted readers, and managed compliance lower liability and build trust with customers and partners.\u003c\/li\u003e\n \u003cli\u003eActionable intelligence: Unified transaction and customer data power targeted promotions, smarter staffing decisions, and inventory planning informed by real-time demand.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eHow Consultants In-A-Box Helps\u003c\/h2\u003e\n \u003cp\u003eConsultants In-A-Box translates payment technology into business results. We begin by mapping how money and data move through your organization today, identifying bottlenecks where manual processes create risk or slow decisions. From there we design a tailored payments ecosystem that aligns hardware, gateway selection, accounting integration, and security requirements to your operational model.\u003c\/p\u003e\n\n \u003cp\u003eImplementation covers device selection and secure configuration, cloud setup, and careful mapping so that transactions post to the right ledgers and customer records are enriched without duplication. We embed AI integration where it delivers clear ROI: reconciliation bots that close the books faster, fraud agents that reduce chargebacks, and customer-facing automations that streamline support. Training and workforce development ensure staff adopt new tools quickly, while managed services and monitoring keep systems performing as volumes grow or business models change.\u003c\/p\u003e\n\n \u003cp\u003eOur focus is practical: standardize receipts and reporting across locations, create simple dashboards for real-time visibility, and reduce the operational steps between a sale and a settled deposit. That combination of technology, automation, and change management turns payments into a competitive advantage rather than an administrative burden.\u003c\/p\u003e\n\n \u003ch2\u003eSummary\u003c\/h2\u003e\n \u003cp\u003eIntegrated electronic payments are a foundation for operational efficiency and growth. By centralizing transactions, automating routine workflows, and adding AI agents that detect anomalies and take action, organizations reduce manual work, lower risk, and gain timely financial insight. The outcome is clearer cash flow, fewer errors, better customer experiences, and a payments environment that scales with the business. For leaders focused on efficiency and growth, combining payments integration with AI-driven automation is a pragmatic step toward digital transformation and sustained operational impact.\u003c\/p\u003e\n\n\u003c\/body\u003e","published_at":"2020-09-14T13:52:55-05:00","created_at":"2020-09-14T13:52:52-05:00","vendor":"consultantsinabox","type":"","tags":[],"price":0,"price_min":0,"price_max":0,"available":true,"price_varies":false,"compare_at_price":null,"compare_at_price_min":0,"compare_at_price_max":0,"compare_at_price_varies":false,"variants":[{"id":31844939432005,"title":"Default Title","option1":"Default Title","option2":null,"option3":null,"sku":"","requires_shipping":false,"taxable":true,"featured_image":null,"available":true,"name":"Electronic Payments Inc","public_title":null,"options":["Default Title"],"price":0,"weight":0,"compare_at_price":null,"inventory_management":null,"barcode":"","requires_selling_plan":false,"selling_plan_allocations":[]}],"images":["\/\/consultantsinabox.com\/cdn\/shop\/products\/epi.jpg?v=1600109574"],"featured_image":"\/\/consultantsinabox.com\/cdn\/shop\/products\/epi.jpg?v=1600109574","options":["Title"],"media":[{"alt":null,"id":6862758740037,"position":1,"preview_image":{"aspect_ratio":3.486,"height":72,"width":251,"src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/epi.jpg?v=1600109574"},"aspect_ratio":3.486,"height":72,"media_type":"image","src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/epi.jpg?v=1600109574","width":251}],"requires_selling_plan":false,"selling_plan_groups":[],"content":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"utf-8\"\u003e\n \u003ctitle\u003eElectronic Payments \u0026amp; Integrated POS Solutions | Consultants In-A-Box\u003c\/title\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1\"\u003e\n \u003cstyle\u003e\n body {\n font-family: Inter, \"Segoe UI\", Roboto, sans-serif;\n background: #ffffff;\n color: #1f2937;\n line-height: 1.7;\n margin: 0;\n padding: 48px;\n }\n h1 { font-size: 32px; margin-bottom: 16px; }\n h2 { font-size: 22px; margin-top: 32px; }\n p { margin: 12px 0; }\n ul { margin: 12px 0 12px 24px; }\n \u003c\/style\u003e\n\n\n \u003ch1\u003eSimplify Payments and Drive Business Efficiency with Integrated Electronic Payments\u003c\/h1\u003e\n\n \u003cp\u003eElectronic payments are no longer just a way to take money — they are the backbone of modern commerce. Integrated payment solutions combine point-of-sale systems, mobile readers, gateways, and accounting integrations so every transaction becomes a dependable data point. That centralized flow reduces manual work, speeds reconciliation, protects customer data, and gives leaders timely insight into how the business is performing.\u003c\/p\u003e\n\n \u003cp\u003eWhen you add AI integration and workflow automation, payments stop being a time sink and start being a source of operational leverage. Routine tasks—reconciling batches, routing refunds, monitoring for fraud, sending subscription notices—are handled automatically, freeing staff to deliver service and managers to focus on growth. For operations and finance leaders, this is practical digital transformation: simpler processes, fewer mistakes, and measurable efficiency gains.\u003c\/p\u003e\n\n \u003ch2\u003eHow It Works\u003c\/h2\u003e\n \u003cp\u003eThink of an integrated payments system as a commerce operating layer that connects the front line to finance and marketing. At the point of sale, a device (tablet, register, mobile reader) captures the transaction and securely passes it to a payment processor. A payment gateway keeps data synchronized across channels — in-store, online, and in the field — so every sale, return, or gift-card redemption is recorded consistently.\u003c\/p\u003e\n\n \u003cp\u003eThat transaction data then flows into the business systems teams already use. Accounting tools receive settled batches for reconciliation, inventory systems update stock levels automatically, and customer records are enriched with purchase history. The result is fewer manual exports, one source of truth for sales and customer data, and faster visibility into cash flow. Built-in features like recurring billing, gift cards, and loyalty integrations extend revenue options while layered security—tokenization and vaulted credentials—protects sensitive information.\u003c\/p\u003e\n\n \u003ch2\u003eThe Power of AI \u0026amp; Agentic Automation\u003c\/h2\u003e\n \u003cp\u003eAI agents change how organizations interact with payment data. Instead of humans monitoring spreadsheets and manually following up on exceptions, intelligent agents continuously watch transaction flows, detect patterns, and carry out rules-based or predictive actions. These agents operate at scale and can be given authority to act on routine scenarios, escalating only truly complex cases to humans.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eAutomated reconciliation agents compare receipts, processor fees, and bank deposits across platforms, flagging and resolving mismatches so month-end closes faster and with fewer surprises.\u003c\/li\u003e\n \u003cli\u003eMachine-learned fraud monitors observe normal transaction behavior and surface anomalies in real time, enabling quick holds or extra verification before losses occur.\u003c\/li\u003e\n \u003cli\u003eWorkflow bots manage common customer transactions — refunds, exchanges, subscription pauses — and record every step back into CRM and accounting systems without manual entry.\u003c\/li\u003e\n \u003cli\u003eAI reporting assistants generate scheduled sales snapshots, margin analyses, and customer-segmentation reports, turning raw transactions into decision-ready insights.\u003c\/li\u003e\n \u003cli\u003eCustomer-facing chatbots collect payment details, verify identities, or route disputes, reducing support load while preserving a human touch for escalations.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eReal-World Use Cases\u003c\/h2\u003e\n \u003cul\u003e\n \u003cli\u003eRestaurant operations: A server uses a tablet POS to manage orders and accept contactless payment. An AI agent tracks no-shows and patterns of refunds, automatically issuing loyalty offers to encourage repeat visits and logging outcomes to measure campaign effectiveness.\u003c\/li\u003e\n \u003cli\u003eRetail inventory and promotions: Sales from physical stores and e-commerce feed a central inventory ledger. When stock hits reorder levels, an automation creates purchase orders, updates suppliers, and notifies buyers — keeping shelves stocked without manual checks.\u003c\/li\u003e\n \u003cli\u003eField sales and services: Mobile reps process payments with a reader that syncs to the same gateway as the store network. Transactions appear in accounting instantly, reducing month-end reconciliation and giving finance earlier visibility into cash flow.\u003c\/li\u003e\n \u003cli\u003eSubscription businesses: Recurring billing runs automatically. AI-driven dunning retries payments on the most promising cadence, sends personalized notices, and escalates to human collections only for chronic issues, improving retention and reducing revenue leakage.\u003c\/li\u003e\n \u003cli\u003eGift card and loyalty orchestration: Digital gift cards and loyalty points are tracked across channels so multi-location businesses can run targeted promotions based on purchase history, increasing average order value and visit frequency.\u003c\/li\u003e\n \u003cli\u003eFinance automation: Payment plugins post settled batches into QuickBooks, Sage, or ERP systems with automatic matching logic. Exceptions are presented as a short review list rather than pages of transactions, shrinking reconciliation work from days to minutes.\u003c\/li\u003e\n \u003cli\u003eCompliance and security workflows: PCI compliance checks, token rotation, and breach-monitoring agents reduce administrative burdens and help maintain regulatory standards without constant manual oversight.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eBusiness Benefits\u003c\/h2\u003e\n \u003cp\u003eIntegrated electronic payments with AI-enhanced automation deliver measurable outcomes across operations, finance, and customer experience. They convert repetitive manual tasks into reliable, auditable processes that scale as the business grows.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eTime savings: Automations cut reconciliation, invoicing, and reporting from hours or days to minutes, allowing teams to reallocate time to analysis, planning, and customer work.\u003c\/li\u003e\n \u003cli\u003eFewer errors: Removing manual data entry reduces mismatches, lost receipts, and posting mistakes that complicate audits and obscure cash flow.\u003c\/li\u003e\n \u003cli\u003eFaster cash flow and forecasting: More timely settlement reporting and clearer deposits improve forecasting accuracy and working capital management.\u003c\/li\u003e\n \u003cli\u003eBetter customer experiences: Faster checkouts, flexible payment options, and integrated loyalty programs reduce friction and increase repeat business.\u003c\/li\u003e\n \u003cli\u003eOperational scalability: Centralized processes and standardized data mean opening new locations or adding sales channels doesn’t multiply administrative overhead.\u003c\/li\u003e\n \u003cli\u003eStronger security posture: Tokenization, encrypted readers, and managed compliance lower liability and build trust with customers and partners.\u003c\/li\u003e\n \u003cli\u003eActionable intelligence: Unified transaction and customer data power targeted promotions, smarter staffing decisions, and inventory planning informed by real-time demand.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eHow Consultants In-A-Box Helps\u003c\/h2\u003e\n \u003cp\u003eConsultants In-A-Box translates payment technology into business results. We begin by mapping how money and data move through your organization today, identifying bottlenecks where manual processes create risk or slow decisions. From there we design a tailored payments ecosystem that aligns hardware, gateway selection, accounting integration, and security requirements to your operational model.\u003c\/p\u003e\n\n \u003cp\u003eImplementation covers device selection and secure configuration, cloud setup, and careful mapping so that transactions post to the right ledgers and customer records are enriched without duplication. We embed AI integration where it delivers clear ROI: reconciliation bots that close the books faster, fraud agents that reduce chargebacks, and customer-facing automations that streamline support. Training and workforce development ensure staff adopt new tools quickly, while managed services and monitoring keep systems performing as volumes grow or business models change.\u003c\/p\u003e\n\n \u003cp\u003eOur focus is practical: standardize receipts and reporting across locations, create simple dashboards for real-time visibility, and reduce the operational steps between a sale and a settled deposit. That combination of technology, automation, and change management turns payments into a competitive advantage rather than an administrative burden.\u003c\/p\u003e\n\n \u003ch2\u003eSummary\u003c\/h2\u003e\n \u003cp\u003eIntegrated electronic payments are a foundation for operational efficiency and growth. By centralizing transactions, automating routine workflows, and adding AI agents that detect anomalies and take action, organizations reduce manual work, lower risk, and gain timely financial insight. The outcome is clearer cash flow, fewer errors, better customer experiences, and a payments environment that scales with the business. For leaders focused on efficiency and growth, combining payments integration with AI-driven automation is a pragmatic step toward digital transformation and sustained operational impact.\u003c\/p\u003e\n\n\u003c\/body\u003e"}

{"id":1978276315205,"title":"Employee Benefits","handle":"employee-benefits","description":"\u003ch4 class=\"margin-top-none margin-bottom-none\"\u003eFind benefits bliss\u003c\/h4\u003e\n\u003cp class=\"text-large\"\u003e\u003cspan class=\"text-mint text-weight-semibold\"\u003e\u003c\/span\u003eBetter technology makes things easier for you and your employees.\u003c\/p\u003e\n\u003ch4 class=\"margin-top-none margin-bottom-none\"\u003eBreathe easy\u003c\/h4\u003e\n\u003cp class=\"text-large\"\u003e\u003cspan class=\"text-mint text-weight-semibold\"\u003e3 out of 4 customers\u003cspan\u003e \u003c\/span\u003e\u003c\/span\u003esay Consultant In-A-Box partners makes compliance easier.\u003c\/p\u003e\n\u003ch4 class=\"margin-top-none margin-bottom-none\"\u003eFeel confident\u003c\/h4\u003e\n\u003cp class=\"text-large\"\u003e\u003cspan class=\"text-mint text-weight-semibold\"\u003e\u003c\/span\u003eOur fully-licensed brokers help you choose the benefits that are right for you.\u003c\/p\u003e\n\u003ch4 class=\"inline\"\u003eSelect a package.\u003c\/h4\u003e\n\u003cp class=\"text-large\"\u003eOnce you’ve set up payroll, your licensed broker helps you select benefits to fit your budget and your team’s needs.\u003c\/p\u003e\n\u003ch4 class=\"inline\"\u003eTime to enroll.\u003c\/h4\u003e\n\u003cp class=\"text-large inline\"\u003eSend invites your employees to enroll themselves—all online.\u003c\/p\u003e\n\u003ch4 class=\"inline\"\u003eHotline bling.\u003c\/h4\u003e\n\u003cp class=\"text-large inline\"\u003eYour team has dedicated help if they have any questions.\u003c\/p\u003e\n\u003ch4 class=\"inline\"\u003eCelebrate!\u003c\/h4\u003e\n\u003cp class=\"text-large inline\"\u003eBenefits deductions now sync with your payroll and employees can update their info at any time.\u003c\/p\u003e\n\u003ch2\u003eA\u003cspan\u003e \u003c\/span\u003e\u003cspan class=\"text-mint\"\u003emodern \u003c\/span\u003eapproach \u003cspan class=\"span-block-md\"\u003eto employee benefits\u003c\/span\u003e\n\u003c\/h2\u003e\n\u003cp class=\"padding-top-xs-20px text-large\"\u003eWith innovative technology, we make it easier for\u003cspan\u003e employees to enroll\u003c\/span\u003e\u003cspan\u003e \u003c\/span\u003eand for you to manage your benefits.\u003c\/p\u003e\n\u003cp class=\"padding-bottom-20px text-large\"\u003e\u003cspan class=\"text-weight-semibold text-mint\"\u003eBonus:\u003cspan\u003e \u003c\/span\u003e\u003c\/span\u003eWith benefits and payroll in sync, your deductions are calculated automatically.\u003c\/p\u003e\n\u003ch3\u003eMedical, vision, and dental\u003c\/h3\u003e\n\u003cp class=\"text-large\"\u003eWe work with more than 100 carriers, offering more than 3,500 different plans, to give you quality plans at a range of prices. If you already have a plan you love, you may also be able transfer it with Consultant In-A-Box partners to fully integrate with payroll.\u003c\/p\u003e\n\u003cp class=\"text-sm-100 padding-top-30px text-salt\"\u003e\u003cspan class=\"bold\"\u003eAvailable in 24 states, with more coming soon. Health benefits are available today in Arizona, California, Colorado, Florida, Georgia, Illinois, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington, and Washington DC. We’re working hard to expand coverage to other states.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch3\u003e401(k) retirement savings\u003c\/h3\u003e\n\u003cp class=\"text-large\"\u003eConsultants In-A-Box has partners which offer full-service 401(k) plans that integrate with payroll, in all 50 states. Employers pay a flat fee, employees pay only fund expenses, and there are no management fees or hidden costs for anyone.\u003c\/p\u003e\n\u003ch4 class=\"inline-block margin-top-none margin-bottom-none\"\u003eCommuter benefits\u003c\/h4\u003e\n\u003cp class=\"text-large\"\u003eFrom buses to trains, make your team’s commute more affordable with\u003cspan\u003e tax-free contributions.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch4 class=\"inline-block margin-top-none margin-bottom-none\"\u003eHSA\u003c\/h4\u003e\n\u003cp class=\"text-large\"\u003eHealth Savings Accounts offer a tax-advantaged way for employees to\u003cspan\u003e save for healthcare\u003c\/span\u003e\u003cspan\u003e \u003c\/span\u003eneeds.\u003c\/p\u003e\n\u003ch4 class=\"inline-block margin-top-none margin-bottom-none\"\u003eHealth FSA\u003c\/h4\u003e\n\u003cp class=\"text-large\"\u003eFlexible Spending Accounts help employees use pre-tax dollars for\u003cspan\u003e health-related expenses.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch4 class=\"inline-block margin-top-none margin-bottom-none\"\u003eDependent FSA\u003c\/h4\u003e\n\u003cp class=\"text-large\"\u003eDependent Care Flexible Spending Accounts allow your employees to get tax savings when\u003cspan\u003e covering care\u003c\/span\u003e\u003cspan\u003e \u003c\/span\u003efor their dependents.\u003c\/p\u003e\n\u003ch4 class=\"inline-block margin-top-none margin-bottom-none\"\u003e529 college savings\u003c\/h4\u003e\n\u003cp class=\"text-large\"\u003eEncourage\u003cspan\u003e savings for future college costs\u003c\/span\u003e\u003cspan\u003e \u003c\/span\u003ein a tax-advantaged way.\u003c\/p\u003e\n\u003ch4 class=\"inline-block margin-top-none margin-bottom-none\"\u003eLife and Disability Insurance\u003c\/h4\u003e\n\u003cp class=\"text-large\"\u003eGive your team\u003cspan\u003e a safety ne\u003c\/span\u003e\u003ca href=\"https:\/\/gusto.com\/product\/faq#health-benefits\"\u003et\u003c\/a\u003e\u003cspan\u003e \u003c\/span\u003efor the unexpected.\u003c\/p\u003e\n\u003cul class=\"list-bulleted-diamond list-dashed-border more-height\"\u003e\n\u003cli\u003e\n\u003cdiv class=\"content\"\u003e\n\u003ch4 class=\"margin-top-none margin-bottom-none\"\u003eFind benefits bliss\u003c\/h4\u003e\n\u003cp class=\"text-large\"\u003eWe automatically invite new employees to enroll. Plus, employees have their own accounts to manage benefits. It’s an experience you and your whole team will love.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cdiv class=\"content\"\u003e\n\u003ch4 class=\"margin-top-none margin-bottom-none\"\u003eBreathe easy\u003c\/h4\u003e\n\u003cp class=\"text-large\"\u003eCompliance is a top priority. Our operations are\u003cspan\u003e ACA, ERISA and HIPAA compliant\u003c\/span\u003e. We also help you handle COBRA requirements for employees that leave your company.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cdiv class=\"content\"\u003e\n\u003ch4 class=\"margin-top-none margin-bottom-none\"\u003eFeel confident\u003c\/h4\u003e\n\u003cp class=\"text-large\"\u003eBenefits can be daunting. Our\u003cspan\u003e partners are licensed brokers and \u003c\/span\u003eare here to help with everything from selecting a benefits package to open enrollment.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cdiv class=\"pipedriveWebForms\" data-pd-webforms=\"https:\/\/pipedrivewebforms.com\/form\/c953ae84d8459fa5254a8d9484668b2d4632192\"\u003e\u003cscript src=\"https:\/\/cdn.pipedriveassets.com\/web-form-assets\/webforms.min.js\"\u003e\u003c\/script\u003e\u003c\/div\u003e","published_at":"2018-12-17T12:19:38-06:00","created_at":"2018-12-17T12:30:26-06:00","vendor":"consultantsinabox","type":"","tags":[],"price":0,"price_min":0,"price_max":0,"available":true,"price_varies":false,"compare_at_price":null,"compare_at_price_min":0,"compare_at_price_max":0,"compare_at_price_varies":false,"variants":[{"id":18838539436101,"title":"Default Title","option1":"Default Title","option2":null,"option3":null,"sku":"","requires_shipping":true,"taxable":true,"featured_image":null,"available":true,"name":"Employee Benefits","public_title":null,"options":["Default Title"],"price":0,"weight":0,"compare_at_price":null,"inventory_management":null,"barcode":null,"requires_selling_plan":false,"selling_plan_allocations":[]}],"images":["\/\/consultantsinabox.com\/cdn\/shop\/products\/benefits.PNG?v=1548857130"],"featured_image":"\/\/consultantsinabox.com\/cdn\/shop\/products\/benefits.PNG?v=1548857130","options":["Title"],"media":[{"alt":"Employee Benefits in Sioux Falls, South Dakota","id":3714609709125,"position":1,"preview_image":{"aspect_ratio":1.117,"height":264,"width":295,"src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/benefits.PNG?v=1548857130"},"aspect_ratio":1.117,"height":264,"media_type":"image","src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/benefits.PNG?v=1548857130","width":295}],"requires_selling_plan":false,"selling_plan_groups":[],"content":"\u003ch4 class=\"margin-top-none margin-bottom-none\"\u003eFind benefits bliss\u003c\/h4\u003e\n\u003cp class=\"text-large\"\u003e\u003cspan class=\"text-mint text-weight-semibold\"\u003e\u003c\/span\u003eBetter technology makes things easier for you and your employees.\u003c\/p\u003e\n\u003ch4 class=\"margin-top-none margin-bottom-none\"\u003eBreathe easy\u003c\/h4\u003e\n\u003cp class=\"text-large\"\u003e\u003cspan class=\"text-mint text-weight-semibold\"\u003e3 out of 4 customers\u003cspan\u003e \u003c\/span\u003e\u003c\/span\u003esay Consultant In-A-Box partners makes compliance easier.\u003c\/p\u003e\n\u003ch4 class=\"margin-top-none margin-bottom-none\"\u003eFeel confident\u003c\/h4\u003e\n\u003cp class=\"text-large\"\u003e\u003cspan class=\"text-mint text-weight-semibold\"\u003e\u003c\/span\u003eOur fully-licensed brokers help you choose the benefits that are right for you.\u003c\/p\u003e\n\u003ch4 class=\"inline\"\u003eSelect a package.\u003c\/h4\u003e\n\u003cp class=\"text-large\"\u003eOnce you’ve set up payroll, your licensed broker helps you select benefits to fit your budget and your team’s needs.\u003c\/p\u003e\n\u003ch4 class=\"inline\"\u003eTime to enroll.\u003c\/h4\u003e\n\u003cp class=\"text-large inline\"\u003eSend invites your employees to enroll themselves—all online.\u003c\/p\u003e\n\u003ch4 class=\"inline\"\u003eHotline bling.\u003c\/h4\u003e\n\u003cp class=\"text-large inline\"\u003eYour team has dedicated help if they have any questions.\u003c\/p\u003e\n\u003ch4 class=\"inline\"\u003eCelebrate!\u003c\/h4\u003e\n\u003cp class=\"text-large inline\"\u003eBenefits deductions now sync with your payroll and employees can update their info at any time.\u003c\/p\u003e\n\u003ch2\u003eA\u003cspan\u003e \u003c\/span\u003e\u003cspan class=\"text-mint\"\u003emodern \u003c\/span\u003eapproach \u003cspan class=\"span-block-md\"\u003eto employee benefits\u003c\/span\u003e\n\u003c\/h2\u003e\n\u003cp class=\"padding-top-xs-20px text-large\"\u003eWith innovative technology, we make it easier for\u003cspan\u003e employees to enroll\u003c\/span\u003e\u003cspan\u003e \u003c\/span\u003eand for you to manage your benefits.\u003c\/p\u003e\n\u003cp class=\"padding-bottom-20px text-large\"\u003e\u003cspan class=\"text-weight-semibold text-mint\"\u003eBonus:\u003cspan\u003e \u003c\/span\u003e\u003c\/span\u003eWith benefits and payroll in sync, your deductions are calculated automatically.\u003c\/p\u003e\n\u003ch3\u003eMedical, vision, and dental\u003c\/h3\u003e\n\u003cp class=\"text-large\"\u003eWe work with more than 100 carriers, offering more than 3,500 different plans, to give you quality plans at a range of prices. If you already have a plan you love, you may also be able transfer it with Consultant In-A-Box partners to fully integrate with payroll.\u003c\/p\u003e\n\u003cp class=\"text-sm-100 padding-top-30px text-salt\"\u003e\u003cspan class=\"bold\"\u003eAvailable in 24 states, with more coming soon. Health benefits are available today in Arizona, California, Colorado, Florida, Georgia, Illinois, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington, and Washington DC. We’re working hard to expand coverage to other states.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch3\u003e401(k) retirement savings\u003c\/h3\u003e\n\u003cp class=\"text-large\"\u003eConsultants In-A-Box has partners which offer full-service 401(k) plans that integrate with payroll, in all 50 states. Employers pay a flat fee, employees pay only fund expenses, and there are no management fees or hidden costs for anyone.\u003c\/p\u003e\n\u003ch4 class=\"inline-block margin-top-none margin-bottom-none\"\u003eCommuter benefits\u003c\/h4\u003e\n\u003cp class=\"text-large\"\u003eFrom buses to trains, make your team’s commute more affordable with\u003cspan\u003e tax-free contributions.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch4 class=\"inline-block margin-top-none margin-bottom-none\"\u003eHSA\u003c\/h4\u003e\n\u003cp class=\"text-large\"\u003eHealth Savings Accounts offer a tax-advantaged way for employees to\u003cspan\u003e save for healthcare\u003c\/span\u003e\u003cspan\u003e \u003c\/span\u003eneeds.\u003c\/p\u003e\n\u003ch4 class=\"inline-block margin-top-none margin-bottom-none\"\u003eHealth FSA\u003c\/h4\u003e\n\u003cp class=\"text-large\"\u003eFlexible Spending Accounts help employees use pre-tax dollars for\u003cspan\u003e health-related expenses.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch4 class=\"inline-block margin-top-none margin-bottom-none\"\u003eDependent FSA\u003c\/h4\u003e\n\u003cp class=\"text-large\"\u003eDependent Care Flexible Spending Accounts allow your employees to get tax savings when\u003cspan\u003e covering care\u003c\/span\u003e\u003cspan\u003e \u003c\/span\u003efor their dependents.\u003c\/p\u003e\n\u003ch4 class=\"inline-block margin-top-none margin-bottom-none\"\u003e529 college savings\u003c\/h4\u003e\n\u003cp class=\"text-large\"\u003eEncourage\u003cspan\u003e savings for future college costs\u003c\/span\u003e\u003cspan\u003e \u003c\/span\u003ein a tax-advantaged way.\u003c\/p\u003e\n\u003ch4 class=\"inline-block margin-top-none margin-bottom-none\"\u003eLife and Disability Insurance\u003c\/h4\u003e\n\u003cp class=\"text-large\"\u003eGive your team\u003cspan\u003e a safety ne\u003c\/span\u003e\u003ca href=\"https:\/\/gusto.com\/product\/faq#health-benefits\"\u003et\u003c\/a\u003e\u003cspan\u003e \u003c\/span\u003efor the unexpected.\u003c\/p\u003e\n\u003cul class=\"list-bulleted-diamond list-dashed-border more-height\"\u003e\n\u003cli\u003e\n\u003cdiv class=\"content\"\u003e\n\u003ch4 class=\"margin-top-none margin-bottom-none\"\u003eFind benefits bliss\u003c\/h4\u003e\n\u003cp class=\"text-large\"\u003eWe automatically invite new employees to enroll. Plus, employees have their own accounts to manage benefits. It’s an experience you and your whole team will love.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cdiv class=\"content\"\u003e\n\u003ch4 class=\"margin-top-none margin-bottom-none\"\u003eBreathe easy\u003c\/h4\u003e\n\u003cp class=\"text-large\"\u003eCompliance is a top priority. Our operations are\u003cspan\u003e ACA, ERISA and HIPAA compliant\u003c\/span\u003e. We also help you handle COBRA requirements for employees that leave your company.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cdiv class=\"content\"\u003e\n\u003ch4 class=\"margin-top-none margin-bottom-none\"\u003eFeel confident\u003c\/h4\u003e\n\u003cp class=\"text-large\"\u003eBenefits can be daunting. Our\u003cspan\u003e partners are licensed brokers and \u003c\/span\u003eare here to help with everything from selecting a benefits package to open enrollment.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cdiv class=\"pipedriveWebForms\" data-pd-webforms=\"https:\/\/pipedrivewebforms.com\/form\/c953ae84d8459fa5254a8d9484668b2d4632192\"\u003e\u003cscript src=\"https:\/\/cdn.pipedriveassets.com\/web-form-assets\/webforms.min.js\"\u003e\u003c\/script\u003e\u003c\/div\u003e"}