BLogS

  • 6 Key Checks Before Uploading Customers to a New ERP vs CRM system

    Whenever we start a project for a new CRM/ERP system one of the first set of tasks you will or your implementation partner will do is data clean-up. I always recommend that data clean-ups should be done by the owner of the data himself/herself because there is no one else in the world who would…

  • Six Signs Your Business Management System May Be Ready for the Cloud!

    Last week I had a chance to speak to the owner of a business in South West of England who are in Fuel and energy sector. He mentioned that he tried cloud based CRM system a few years ago and wasn’t able to switch over because of the abysmal speeds and poor reliability of their…

  • I Don't Need a CRM but an Order Management System

    I asked a good friend of mine from a common business group recently that why don’t you use a CRM in your business and she said, “Because we don’t need it. We need an order management system more so not something which tracks the communication with customers and phone calls etc. Isn’t that what CRM…

  • Fixed Price vs. Time and Material: Which Pricing Model to Choose?

    You need to take care of so many variables when you are starting with a new project. These variables include “which partner to work with”, “which product”, “the timeline”, among others. Choosing these variables carefully is of paramount importance as these elements will have a great impact on the success of your project.  As a…

  • Auto Reply set up in Microsoft 365

    Auto reply in email is one of the most important and crucial tool/feature which helps you in various ways, be it – Out of Office Reply Do Not Reply Out of Vacations Or Discontinuation of email address This is will not only reach to email sender as soon as email will deliver to your inbox but…

  • Profile/User/Role Based Discount Feature in vTiger

    Discounting is the most important feature in any Sales Process. Be it low value quick sale or high value account based sales. Sales Team will always have customers asking for Discounts, After all everyone likes to bargain 😉 However things get tougher when you have hierarchy based discounting process in your company. Imagine a sales process,…

  • Top 4 Improvements To Your Working Day With Microsoft 365

    Formerly known as Outlook web app, Microsoft 365 is one of the most useful tools for your daily working activities. It has incorporated a number of different features that can facilitate a smoother working experience, all thanks to the brand new upgrade. The main idea here is to connect the different members of the team so…

  • 5 Ways Microsoft 365 Boosts Business Efficiency

    “Microsoft 365 is ready when you are” To those who are already familiar with Microsoft 365, the above statement is pretty much recognizable by them. For those who are not conversant with Microsoft 365, it is recommended to them to visit the homepage of Microsoft 365 as this statement is the prefatorial remark used by the…

  • How your SME can benefit from Microsoft 365

    Do you need better office software for your day to day needs? Or maybe you are in the market for better, bigger, and user-friendly software for your colleagues? You probably have heard about Microsoft 365 as the best software on the market for an SME, but what exactly is the difference between an SME using…

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