BLogS
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Send & Receive Settings in Outlook
If you are using outlook and receiving emails lately then don’t worry there is something you can do about it as well. Just follow the below steps and see the magic 🙂 If you are using Outlook 2007 and earlier versions To resolve this behavior, create a new Send/Receive group in Outlook: On the Tools menu,…
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How to turn off conversation view in Microsoft 365?
While working on Microsoft 365, sometimes you feel the need to view your email as conversations and even at a single entity. Well, in this case, this blog will be a great help. Below are the steps you need to take to turn Off or On the conversation view in Microsoft 365 Using a web browser,…
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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…
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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…
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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…
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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…
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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…
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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,…
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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…
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