BLogS
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How to Integrate Google Analytics with Odoo
To create an analytic account you need to login to your Gmail account. Click on this link; https://www.google.com/analytics/#?modal_active=none On the top right side of the page click on the “Sign In” drop down and select “Analytics”. Click on “Admin” Go to “Account” drop-down and click on “Create New Account”, you are now creating a new account for…
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The Importance of "Lead Score" in CRM
The lead score gives an estimate of how likely a particular lead can be converted to a customer based upon information from conversations and interactions with your customers. Lead scoring rules help to prioritise leads, contacts, accounts, and deals based on record properties, fields and customer touch points such as calls, emails, social, etc. Lead…
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How to use Drip mailing in Leadsquared
Are you unsure about how drip marketing works? Here are a few helpful tips on how and why you should use drip marketing; It’s a drip and grip for your customer. It is based on user’s response. It is pre-planned. It is automated and sent on schedule time. It provides you with fully automated movement. It…
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What is the Difference Between Customization and Consultation
CRM Consultation A consultant helps their client to understand how they would use CRM as a strategy to support their business objectives.Which involves understanding their current capabilities, mapping their desired future state and identifying their capability gap. The five main elements of CRM consultancy involves – Strategy, Data, Technology, Process and Culture. The work streams…
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4 Signs of need for a CRM for small businesses
Customer Relationship Management (CRM) software helps you to manage your contact information making it easy to follow up on customers and their activities within the company. All customer information is kept in one place making it easy to build relationships with your clients. A CRM keeps track of records, interactions, or sending/receiving an invoice at…
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4 Key Features for Choosing a Membership Management System
Are you Looking for a Membership Management System? We understand that it can be a difficult task, but this is mainly because there are so many Membership Management Systems (MMS) available on the market. Locating the best MMS is critical as it is your member’s information which is at stake. What features should you consider? You…
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How to Manage Restrictions over "Fields" for an opportunity in Odoo
In the Odoo CRM module, there is no restriction over the fields. This means you can move between the stages of the opportunity without any restriction over the fields. Target Integration has created a customised module called “CRM Mandatory Field” which overcomes the default functionality in the CRM module that is moving between the stages…
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Increase Profits By Strengthening your Supply Chain
If you are a proud owner of a wholesale business, then your operations are likely to be growing each day. With your ever-growing operations, your distribution network might become more complex and cripple your productivity. As you continue to add products, suppliers, and customers to your network, efficiency is sure to get compromised and one might…
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How to Manage different "Product Variant Descriptions" in Odoo
Target Integration has created a customized module called “Product Variant Description” in Odoo which allows the user to manage different descriptions for different product variants related to the same product. It is integrated with Sales, Manufacturing and Purchase Management to allow the user to alter the Description for Quotations, Description for Vendors and Description for…
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