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Are You Getting The Best Out of Your CRM?
- January 20, 2016
- Posted by: Aman Thakral
- Category: General
3 Comments
Customer is the King. This is a repeated slogan that you often find on the road to success. Knowing your customers is of course the first step in taking your business in the right direction. But the question is how do you do that? A few decades ago, the answer would have been simple. But now, things have
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5 Advantages of Connecting Your Ecommerce Store with An ERP
- July 27, 2015
- Posted by: Aman Thakral
- Category: General
There are many e-commerce platforms which can be used for webshops. Some of the popular ones include Prestashop, Magento, OpenCart and Virtuemart and then there is Kentico as well. These are powerful ecommerce platforms and are powering some of the big ecommerce websites around the world. Most of them have some basic inventory management as well
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Wondering how to manage your annual support/service contracts?
- August 12, 2014
- Posted by: Rohit Thakral
- Category: General
What is a Service Contract? Service contracts are defined as the agreement which is rendered to the customer and it is negotiable, as per contract, our service support center/help desk is supposed to provide services for the decided time period. Fields where we use service contracts Service contracts can be used in almost any industry.
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How leads are different from opportunity in vTiger?
- April 21, 2014
- Posted by: Rohit Thakral
- Category: General
LEAD Lead module lies second from left to right of vTiger CRM next to organisation module. Leads are collected from marketing events such as advertisement, sickness trade show, salve conference etc. Lead is a hope who may or may not be interested in your product/service. The aim of a salesperson is to convert a lead
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Recording Phone Calls and Meetings in OpenERP CRM
- December 16, 2013
- Posted by: Aman Thakral
- Category: General
OpenERP has a very extensive CRM module which allows you to look after your customers/leads and contacts by recording information related to them stored in the OpenERP database. The module also has functionality of recording Phone Calls and Meetings with your contacts. Follow the steps below to record a phone call or a meeting for
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Adding your Custom Query into Pentaho Report Designer
- May 9, 2013
- Posted by: Aman Thakral
- Category: General
Following on from our last article, ‘Using Pentaho Report Designer to Create Reports for OpenERP v7’: https://www.targetintegration.com/technical/using-pentaho-report-designer-to-create-reports-for-openerp-v7 – it is recommended that you read through the previous articles for ease of reference. We now move on to adding your custom query to the report page layout. If you are familiar with formatting tools, you should be
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Work out for Service Contracts and FAQ
- May 2, 2013
- Posted by: Aman Thakral
- Category: General
In this blog, we’ll go through the sections on Service Contracts, and the FAQ. Firstly, we shall break down the terminology around Service Contracts – below, you will see the start screen for this module: A service contract is recommended to maintain a healthy trading relationship with the client. It will also help define what is ‘off-contract’, or
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Vtiger/VTPlus – How to change password and other stuff
- April 8, 2013
- Posted by: Aman Thakral
- Category: General
In this blog we will be going through how to add functionalities such as new currencies, customizing themes, and so on. To navigate to ‘My Preferences’, move your cursor to the far right side as shown in screenshot below: Once you click this, the following screen will appear; this allows you to change
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Easy Steps to Implement SMS Notifier in vtiger CRM/VT Plus
- March 28, 2013
- Posted by: Aman Thakral
- Category: General
In this blog, we will go through how to send SMS to clients and suppliers, allowing fast communication with both. The SMSNotifier module is the means through which you can achieve this. As we know from previous experience, companies use mobile communication via SMS to promote their products and services to their customers, or consumers.
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Providing Quotations to your Sales Opportunities using vtiger/vt Plus CRM
- March 8, 2013
- Posted by: Aman Thakral
- Category: General
Let’s talk about Quotes Module of vtiger/vt plus CRM today. Quotes are provided to opportunities. A quotation is an estimate of the price for the required product and service for the customer. This is how the Quotes module home-screen looks like: A Quote can be defined as a formal statement issued by a seller, to the
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Create Quotations And Sales Orders in OpenERP v7
- February 23, 2013
- Posted by: Aman Thakral
- Category: General
Hello everyone, in this blog we will go through how to create Quotations and Sales Orders In OpenERP7, Quotations and Orders are handled by the same Object, but in different states. You can consider an Order to be a Quotation that has ‘evolved’, in the same way as a Lead becomes an Opportunity, because it
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Adding a New Domain to Your CPanel Account
- January 31, 2013
- Posted by: Aman Thakral
- Category: General
You can add multiple domains to your hosting account if your hosting account allows you to do so. You can do so by using the following instructions: Log in to your CPanel Account Click on the icon called “Addon Domains” Type in the new domain name that you want to add CPanel will automatically complete
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How to Create Events in Calendar on vtiger/vt plus
- January 14, 2013
- Posted by: Aman Thakral
- Category: General
In today’s post on vtiger CRM/vt plus we are focusing on Calender module which enables the users to keep track of calls, meeting & tasks. The vtiger CRM includes a Calendar module to manages users activities and it also allows CRM users to collaborate on activities. Users can collaborate on activities and maintain a history of
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Set your out of office response with Google!
- November 20, 2012
- Posted by: Aman Thakral
- Category: General
You can now set an automatic response to let your contacts know about your availability. If you are going on vacation and don’t have an Internet connection? No problem! Gmail users can give their contacts an immediate response to let them know you won’t be able to get back to them right away. Easily set
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