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Get a Quicker response using “Canned Messages” in Zoho SalesIQ
- June 27, 2017
- Posted by: Aman Thakral
- Category: Zoho
1 Comment
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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The Importance of "Lead Score" in CRM
- June 15, 2017
- Posted by: Aman Thakral
- 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: Aman Thakral
- 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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How to integrate Zoho with Gmail
- June 1, 2017
- Posted by: Aman Thakral
- 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 -
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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How to Manage Restrictions over “Fields” for an opportunity in Odoo
- May 23, 2017
- Posted by: Aman Thakral
- 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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7 Reasons you should Switch to Microsoft Office 365
- April 13, 2017
- Posted by: Aman Thakral
- Category: General
Office 365 is branded largely and is the most precious package in the world of computers. By all accounts, it has always been a hit and with the new office 365 Cloud, it has provided us with an edge to work from anytime anywhere. With over 21 million users within a few weeks of its
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8 Reasons why CRM is a success factor for SMEs
- April 11, 2017
- Posted by: Aman Thakral
- Category: General
CRM works towards keeping your current and potential customers happy, this is especially true for small and medium enterprises where customer satisfaction is of primary importance. CRM has a number of different benefits on the growth of the business which ultimately lead to improving customer relations and increasing sales. How does CRM really help your
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What is an ERP System and how it can Help grow your Business
- April 6, 2017
- Posted by: Aman Thakral
- Category: General
For any business, an ERP system is one of the most important concepts in the company and can hugely impact the growth of the business. This is especially true for retail businesses where growth takes place from every sphere. For instance, as a consumer, we prefer to shop online, through different e-commerce sites. For businesses,
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5 Benefits of using a Subscription Management System
- March 30, 2017
- Posted by: Aman Thakral
- Category: General
One perfect solution for effective management of a subscription business is the utilisation of a Subscription Management System. There are several benefits that you can gain with the utilisation of SMS. Let’s have a quick look. Easy access to the information The main advantage of using the SMS is that the company will have easy
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5 Benefits of Cloud ERP v On-Premises ERP
- March 24, 2017
- Posted by: Aman Thakral
- Category: General
The most important decision for any business to make is to decide whether to implement an on-premise ERP system or a cloud ERP solution for their business activities. However, keeping aside the businesses that have already embraced the cloud for their mission-critical activities, the remaining may feel a lot of hesitation to go forward in
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10 Reason why Dynamics 365 Operations will grow your Business.
- March 10, 2017
- Posted by: Aman Thakral
- Category: Dynamics 365
In the world of technology, every business is trying to look for opportunities to integrate and connect all aspects of business through digital transformation. In fact, the ideal solution would be having a system that would add value to your business processes. This is where Dynamics 365 for Operations features in. Let us go through
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7 Guidelines to consider before using Dynamics 365 Financials
- February 8, 2017
- Posted by: Aman Thakral
- Category: Dynamics 365
If you are one of the enthusiasts waiting for the Dynamics 365 for Financials, it’s a very exciting time. Here we identify the main issues you should take into consideration before starting Dynamics 365, Financials. The first thing to consider is that Dynamics 365 for Financials does not come with a pre-defined user guide and that makes
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4 Important Considerations Before Selecting a CRM Provider for your Business
- January 17, 2017
- Posted by: Aman Thakral
- Category: General
Guidelines To Follow While Choosing CRM For SME CRM applications offer your business a set of tools to enhance the business growth. However, just having a CRM won’t serve the purpose. It is vital to make a cautious selection when choosing a CRM platform to cater to the requirements of the sales, marketing or customer
