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Is your company an Application Zoo?
- September 25, 2017
- Posted by: Rohit Thakral
- Category: General
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Did you find the title a bit intriguing? Well, it is probably a reality in your business too! Simply put, if you are using too many applications in your day to day business operations I would think that you are running an application zoo in your company! The technology was invented to make our life
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Using base image watermarks to protect images from copyright issues on Odoo
- September 13, 2017
- Posted by: Pratima Mohanty
- Category: Odoo
Using image watermarks is an easy way to protect your intellectual property. Target Integration has developed a Base Image watermark module which will be helpful for those who are facing copyright issues with their product images, and are also traders, product based companies, online stores or those who have an e-commerce website on Odoo. This module -
How to create rolling membership in Odoo
- September 12, 2017
- Posted by: Rohit Thakral
- Category: Odoo
Rolling Memberships The rolling membership feature will overcome the problem of buying a membership in between the duration dates, where the customer gets a shorter duration of membership because start and end date are fixed. You can purchase this membership from the Odoo app store. Types of Membership This module will provide two types of
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Help customers quickly reorder products using Odoo
- September 11, 2017
- Posted by: Pratima Mohanty
- Category: Odoo
If you have an e-commerce website in Odoo, and a lot of your customers repeat previous orders, then this module will help your customers reorder products with ease. Let’s imagine you are a customer and you have ordered more than 20 products from a website in the past. This time you want to order the
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Get a Quicker response using “Canned Messages” in Zoho SalesIQ
- June 27, 2017
- Posted by: Abhiyash Narvariya
- Category: Zoho
Do you want to deliver excellent personal customer support to your customers? Don’t worry, the secret weapon is canned messages. Canned messages are the predefined response to frequently asked questions. Due to the nature of live support chat, you have the ability to handle support requests in considerably less time with the perfect answer to your
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How to Integrate Google Analytics with Odoo
- June 22, 2017
- Posted by: Pratima Mohanty
- Category: 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
- June 15, 2017
- Posted by: Abhiyash Narvariya
- Category: General
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
- June 13, 2017
- Posted by: Benin Thomas
- Category: General
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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How to Organize “Tabs” in Zoho CRM
- June 8, 2017
- Posted by: Abhiyash Narvariya
- Category: Zoho
You can organise and display the modules according to your requirement in the organisation and hide the unwanted modules. For example, A recruitment company using Zoho CRM may not need Quotes or Invoice etc. Modules can also be re-ordered by moving them up and down in module tab list. Below are the steps to re-order
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What is the Difference Between Customization and Consultation
- June 6, 2017
- Posted by: Benin Thomas
- Category: General
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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How to integrate Zoho with Gmail
- June 1, 2017
- Posted by: Abhiyash Narvariya
- Category: Zoho
Gmail is a widely known email application. As is the very popular Zoho. Chances are that if you have an account with both, you’ve thought about how to bring the two together. Are you looking to integrate Zoho with Gmail? If so, here is a guide for how to do just that: Sign into Gmail. Click
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4 Signs you need a CRM for your Business
- May 31, 2017
- Posted by: Aman Thakral
- Category: General
A 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
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4 Features to Consider before choosing a Membership Management System
- May 25, 2017
- Posted by: Aman Thakral
- Category: General
Are you Looking for a Membership Management System? We understand that it can be a difficult task, 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 can
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How to Manage Restrictions over “Fields” for an opportunity in Odoo
- May 23, 2017
- Posted by: Pratima Mohanty
- Category: 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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How to Import / Export Data Permissions in Zoho CRM
- May 18, 2017
- Posted by: Benin Thomas
- Category: Zoho
In Zoho CRM, Admin can set import/export data permission in the profile for their users. Admin defines whether the user has the authorization to import or export data within the CRM. Below are the steps: Import Data In Zoho CRM Go to “Setup” under “Users & Control” Click on “Security Control” then “Profiles” Choose your
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