A sales team is an integral pillar of any successful business. The department’s performance impacts the overall business revenue numbers. And as a salesperson, there’s always huge pressure to retain/keep old customers happy as well as identity & close deals with new customers. Your every meeting, email and call counts and contributes to the profits and losses of the organization.
And the hardest part of being in a sales team is to identify the potential areas & customers for the business. But it’s not that tough anymore, as a sales rep or manager, you can put maps to use. Not just for the navigation, you can now re-define the whole lead cycle on the maps.
Let’s show you how!
INTRODUCING CRM MAPS
Maps are saviors in day-to-day life. While on the route, you can quickly locate your destination, and reach there in the estimated time. Other than that, you can organize your trip as you could locate various options such as gas stations, cafes, restaurants and more. And that’s just normal stuff. There’s a lot more going on with maps.
But did you know that you can integrate maps with your CRM and manage your whole sales cycle on it?
Yes, you can!
You can connect maps with your CRM and access your customer data on it. Yes! With CRM mapping plugins, you can plot your CRM data fields on maps. With such a plugin, you can easily understand your regional sales data with an overview of the CRM map integration dashboard. If you have CRM access, you are free to map, review the data on MAP with real-time updates, charts, and other information.
ENHANCES YOUR SALES CYCLE
With CRM mapping plugin, a sales manager would be able to understand regional sales data properly and assign regions according to their performances. Other than that, for executives, it becomes easy to plan their daily route. For example, they can map assigned contacts from the CRM and based on the priorities they can schedule their visits to the priority clients & then others. Eventually, it helps them manage their traveling time efficiently.
As a result, your top performing customers will always have your sales team’s attention which directly creates an impact on the income.
ACHIEVE TARGETS REGION WISE
While it is easy to handle scenario on maps, CRM mapping extension takes you one step closer to your targets. Let’s take an example.
:John is a sales executive of one of the plastic manufacturing companies in the USA. They are renowned and best known for their quality products. John has to meet clients daily in order to achieve his sales targets and convert new clients. For which he uses dynamics CRM map integration plugin as their CRM system works on dynamics.
While planning his day, he opens up the Dynamics CRM map plugin and plots his assigned accounts on the map. And then he selects a region and creates a route for himself for the day and sends his plan to the sales manager, Eric. He is the States Sales Manager, Florida.
Now, Eric has a clear idea of the whereabouts of his team members. He further wants to understand their sales numbers and see which state is performing the best.
Eric activates heatmap on the CRM after navigating through Dynamics CRM to understand the regional sales data. He was surprised to see Orlando city performing the highest as all this time he believed that the top-performing city was Miami, Florida. But according to plotted data & heatmap, he saw that there are more potential customers coming from Orlando than Miami. Therefore, he changed the priorities to that city.
Eric will now reassign some of his team members frhttps://www.merchantcircle.com/blogs/appjetty-alamo-tn/2019/5/The-Smart-Way-to-Achieve-Your-Regional-Sales-Target/1687485om Miami to Orlando in order to reach their monthly and quarterly sales targets. He planned the next three weeks based on that data.
CRM Mapping extensions it easy to achieve your targets region wise. Such a plugin makes the sales department more informed and effective decisions.
Any manager would love to see and take decisions https://www.merchantcircle.com/blogs/appjetty-alamo-tn/2019/5/The-Smart-Way-to-Achieve-Your-Regional-Sales-Target/1687485from properly mapped data which is easy to understand, whereas a bunch of excel sheets leads us nowhere. And when your business acquires region wise success, it is only a matter of time that you set new standards for your business.
A WINNING COMBINATION
While you have the ready to process prospects, leads, opportunities, data, and a giant sales team, they can work wonders when put together as a whole. In the CRM map, your team can access such important data in no time with interactive data presentations. It slows down their hurdles and let them concentrate more on other important tasks.
Even in the targeted area, it becomes easier for the team to find their new customers with the comprehensive area wise targeting. When you are logged in the tool, its geo-analytical dashboard provides all the major highlights of your business.
APPJETTY DYNAMICS CRM MAPPING PLUGIN
Quick Maps is an intuitive CRM mapping plugin which helps your sales team to achieve their sales targets more easily. They can plan their client meetings easily with their help. Moreover, you can access our plugin from anywhere using Dynamics CRM mobile app. This plugin can give you the ability to find root causes behind your major business success and failures with its intuitive features like category search, advance record filter, multiple action buttons, and so on.
In order to understand the Dynamics CRM map integration fully, you can start your free trial today!ok
Start 30-Days Free Trial
You go out to buy a pair of black heels the night before you need them because your old pair is in unwearable conditions. But none of the stores has what you want, until, the absolute last store that you get to. But… they are not in your size. The store has failed you as a customer.
To the business owners that are reading this, I would say, please step up and manage your inventory better so that you never fail your customer like this. Whether you are a store that sells their products offline or online, the products are physical products that your customers want. So, whether you display it online or offline is irrelevant to the fact that you need to have the products in stock.
This is where Magento inventory management comes in.
The primary goal of it is to have all the products that you sell, in stock. But of course, that isn’t all. Since there are plenty of people buying everything online, let’s focus on web stores for this article. When you are an e-commerce store, everything is on a computer, except for the actual products that you sell.
So, let’s talk about that one thing that is not all about buttons and clicks. Inventory. How should you handle it?
First in, first out signifies exactly what those words say. You should sell older products before the newer ones. This applies to obvious perishable goods like food or medicines, but it also applies to hygiene products, cleaning products, cosmetics, as well as electronics. All of these items fall under the umbrella term of ‘depreciating value’.
Certain products are in constant demand like soaps, headache medicine, butter, basic earphones, etc. You should always have these in stock. An easy way to make sure that you always have these is to automate the ordering process. Set a baseline, so that if the stock falls below it, the system will order more units.
Keep track of market trends. People take a fancy to new products very often. One day a product could be doing so great that they can’t make enough of it, and the other, it will have no demand in the market! So yes, you should always have the products that are doing well in the market, but you should be aware of how they could become irrelevant at any time and therefore not have too many of them. In such scenarios, predictive ordering comes in the play. By studying market trends, you get to understand the market demands and hence keep the inventory accordingly.
Sounds daunting, I know. But since it’s the 21st century, there are apps for that! If your e-commerce store uses the Magento platform, then there are extensions and apps for inventory management. An Inventory Management Magento extension can take care of a lot of things for you, after the initial setup. What are the features you should look for when investing in an Inventory Management Magento extension? Let’s talk a look:
You should be able to see all your stocks, warehouse details, supplier details, in one place. Apart from this, you should also be able to track your inventory from within the extension.
The best way to take care of everything is, of course, to have real-time updates. As soon as your warehouse ships something to a retail store, you should get a notification. This should also show you how many units of the product are available now. This way, you will never run out of stock and it will not affect your supply chain.
A large e-commerce store that delivers across the country or across the world should have more than one warehouse. You should be able to access and manage all of your warehouses with this extension. A detailed overview of all of your warehouses makes it easier for you to order more supplies when needed.
The Magento inventory management extension should also be able to manage your suppliers. After all, they are the ones who fulfill your inventory demand, so it makes sense to have one tool that takes care of inventory and gives the required access to suppliers as well. The suppliers should have their own access area where they can see the purchase orders, add new products, edit their own details, etc.
An Magento Inventory Management should be able to give you a detailed log of the entire inventory across all of your warehouses. You should be able to see the activity logs for sales orders, warehouses/suppliers added, inventory updates, etc.
Inventory management of a Magneto store can be simple if you choose the right extension. Make sure to look for the features that assist you and make the task simpler. Be sure to manage your inventory in a way that you never fail your customer!
Summary: Managing a large store is difficult but managing the inventory should not be. Read this article about inventory management practices to make your task simpler, and yes, technology can definitely help!
CRM (Customer Relationship Management) software is a big hit among every sized enterprise around the world. The reason behind its success is that this software allows firms to nurture their customer relations and build a strong-based alliance with prospects. Some of the renowned CRM features are Lead management, Contact Management, Campaign Management, Reports & dashboards, and Email Tracking. All these features make CRM software a must-have for every organization. And with the technological advances happening every day, there are some CRM extensions that expand the usage scope of CRM. And one such feature is CRM Map Integration.
But what is CRM Map integration? What does it offer to an organization like yours? And as mentioned in our title, how will it help you sell smartly?
Integrating maps with CRM means you will be able to visualize your CRM customer data on the maps which will give you a better geographical idea of your customer base. Based on this data, the Sales manager can devote the resources and energy to the required areas accordingly.
This feature of CRM Map integration is the future of the Sales Department. An essential in your sales stack and here’s how it will up your company’s sales game.
HOW TO USE CRM MAP INTEGRATION TO UPGRADE YOUR SALES GAME:Recognize high performing areas:A proper Geo-analytical mapping tool will provide you with an overview of your CRM customer data on a user-friendly, interactive, and easy to understand map. This enables the Sales manager to know the highest and lowest performing regions from the targeted areas.
Manager can utilize this information smartly to reallocate the resources accordingly. Moreover, such CRM Map integration equipped with features like Heat map and summary card which highlight the area with a number of customer records & sales and color bifurcation.
One such popular Dynamics CRM Map Integration extension is Quick maps with multiple dynamics CRM mapping fields. This tool allows you to configure color, radius, and intensity according to your choice to create a heat map. A map that is custom-tailored to your preferences and needs.
Manage Your Sales Team:One of the most acknowledged challenges that a Sales manager faces is getting live updates of the Sales reps on the field. Communication between a Sales Rep and Manager should be efficient in order to close deals. Being a necessity, it also is a challenge. A rep can communicate with a single manager but it becomes hard for a manager to communicate with multiple reps.
And the solution for such a challenge is CRM Map integration. It enables the manager to assign a lead or customer to the Sales rep in the area right from the tool. Making it an effective way to manage the sales reps on the field.
CRM Mapping integration tools are also compatible with mobile devices giving freedom to the sales department to operate from anywhere and everywhere. The ease in accessibility creates space for the sales department to expand beyond expectations.
Access Data Offline:If you are in the sales department, then you know how essential customer data is. More importantly, having the right data at the right time is necessary if you are the one on the field.
When you are in the office where you have proper data connection, it is easy to fetch the data you require. But when you are on the go, it becomes a tab bit difficult to access data because of multiple reasons like poor internet connection, network issues, lack of time, etc.
And that’s where the CRM map integration tool comes in the picture. The Sales Rep can download area specific customer data when he is leaving the office which he will be able to access if offline whenever he wants.
Nurture Your Existing Customers:Rewarding long-term customers is the best way to make sure they stay with you for another few years and bring their business to you. And what better way to reward such customers than to organizing a small and cozy get together of your existing customers according to a particular area.
You can create a central location in Dynamics CRM Map integration tool and choose a radius of your choice to view the nearby customers. And accordingly, you can choose a point of gathering like a small restaurant, coffee bar, etc. which is convenient to all your customers.
This way you can make the best of your time while on the field. Making sales and nurturing customers simultaneously will benefit the sales department and indirectly the organization.
Analyze & Execute:A Geo-analytical dashboard right in your CRM serves a great purpose. That purpose is the overview of the data it provides. In today’s world, all you need to make successful decisions is data. Microsoft Dynamics CRM mapping tool will give the sales manager an overview of the sales figures according to the regions.
This makes the work for the manager easier. The data presented visually is always easy to understand and interpret. Making sense out of such data and then coming up with viable solutions gets easier. And with the data being region specific, it becomes easier to know the pain points and regions where the manager needs to pay attention.
The world is changing with every blink and so should our ways to operate and do business. From finding new leads to making a pitch in front of a prospect, you need an up-gradation of the whole process. Sales was never an easy task and with so much competition out there it has become the toughest task.
Adapting to the new ways and technology in the sales department is the only way to make sure you are up to the level of this task and that you have an edge over the competition. And a tool like Quick Maps will surely help you in achieving the ace position in the market.
Original post: https://www.appjetty.com/blog/dynamics-crm-map-integration-smart-way-sell
Being your own boss is great. You set up a business. The most lucrative one, an e-commerce store on the Magento platform. Everything goes great for a while and you love not having anyone to answer for your actions, but is it great when you are drowning in all your responsibilities? Not so much. What a successful business owner needs is an equally efficient helping hand. The answer is, of course, a mobile app of your store backend. Your store on the go.
This will make it easier to do plenty of tasks on the go giving you the flexibility to function from anywhere and everywhere. All you need is a phone app and an internet connection and you are good to go! You can carry your entire store backend in your pocket, in a device that is already always with you. Let us get into the details of why investing in a Magento store manager is a good idea:
A good Magento mobile admin app is one that works best catering to all your requirements. Having the ability to make decisions based on a current view of your business is very helpful on a day-to-day basis. It certainly takes the hassle out of having to lug around a laptop all the time or making sure there is internet connectivity wherever you are. You can simply log in to your mobile device, and have the luxury of always be up-to-date on your entire business model!
Go on and become your own boss. You will have no one to answer to, and this app will help you have mostly all the answers!
Article Summary: This article will tell you how much easier your life will become with the right mobile app to manage your online store. It walks you through the features that will be helpful to you on a day-to-day basis.
The biggest news around this time of the year (April) is Google’s Cloud Next event. It is an event where they announce new updates to their cloud services, brand partnerships, and they also demonstrate how to develop with these new updates in place.
Here’s How Australia Post is Reinventing Shipping with Cloud Computing
This year they announced that they will be collaborating with Australia Post Shipping among other brands!
Now, why we are mentioning this particular announcement in our blog is because we are personally invested in this. AppJetty is an official Australia Post Technology Partner. We’ve developed a few
Magento Australia Post Shipping extensions for e-commerce store owners which are:
Australia Post Shipping Extension - Magento 1 & 2
With Australia post shipping extension, the users get dynamics shipping rates calculation on their website, satchel services, label printing services, multiple shipping services, etc.
Australia Post eParcle - Magento 1 & 2
This extension lets the e-store owners manage shipping methods, verify addresses, shipment tracking, and shipping rules manager, manifest summary report, etc.
And with this update, we will be able to improve and develop further our extensions for all Australia Post users.
Now let’s see how Australia Post is planning to use Google Cloud to their advantage.
AN OVERVIEW OF AUSTRALIA POST & GOOGLE CLOUD COLLABORATION:
Australia Post is a company that is over 200 years old. Australia Post’s collaboration with Google Cloud will put their shipping service on the map for businesses that are looking to ship in Australia or to Australia.
Australia Post will be using Google Cloud’s Big Query for real-time, reliable data analytics. This will give them an edge over their previous models which used to provide their users with the analytics data at the end of every day. But with Google Cloud’s Big Query, their users will be able to fetch all kinds of analytical data including visual intensive data under 15 seconds. Their users will be able to use this real-time data to get deeper insights into their overall system of shipping, thus making it much easier to address pain points.
Australia Post CIO John Cox talking about the decision to use Google Cloud services, “The need to transform and embrace data has been huge for us over the last decade, so partnering with Google Cloud was an easy choice for us. With near real-time data analytics, we can free up valuable resources, act quicker and provide better service to the millions of Australians that rely on us every day.”
"We are planning on using machine learning to identify ways to save customers’ time and give them more certainty about their delivery choices, and we look forward to seeing that unfold."
With this collaboration, it seems like Australia Post will see new heights when it comes to understanding customers and their needs.
WHY DID AUSTRALIA POST GO FOR GOOGLE CLOUD SERVICES?
The big question which arises after hearing this news is why did John Cox, Australia Post’s CIO, made the decision to go with Google Cloud? What were his deciding factors?
John’s priority was to build out machine learning scenarios. Before investing in Google Cloud they tested out multiple scenarios including image detection (such as parcel damage, handwriting recognition, translation services), voice (including natural language interpretation and context) as well as traditional data analytics. He mentioned all these scenarios to The Australian.
He also said that Google was a clear market leader in the machine learning space and they were investing more than any other company.
Another main reason behind this collaboration was Australia Post’s need to have visibility over various aspects of the delivery process. They also wanted their delivery team to be able to make faster decisions when required.
Google Cloud can make all those things happen for Australia Post and much more.
Let’s see what else this partnership can offer to Australia Post.
WHAT CAN YOU EXPECT TO SEE FROM THIS PARTNERSHIP?
Increased Delivery Capabilities
Australia post’s retail footprint count is around 4,356 post offices which show that they have a vast delivery network if not the largest. They are the only delivery company with over 11.9 million delivery points worldwide.
These facts and figures show their grip on the market and with Google Cloud they want to make it more tighter and wide-spread. Google Cloud will give Australia Post the bandwidth they require to expand their reach and delivery points in Australia.
So, if Australia Post is not available to your end-users delivery point, then be ready as it’s going to change soon.
Addressing Customer Pain Points
With Google Cloud, they will be exploring many other user-based scenarios and addressing customer pain points. Once addressed, the efficiency of their delivery process will be improved and the customers on the receiving end of the parcels will be delighted.
They are working into a scenario where there will be cameras included in the delivery process to scan events and more.
Faster Data Availability
One of the biggest changes that this partnership will bring is the data availability for the operation managers. The data which include insights into the delivery process which help them identify blockages, loopholes, etc. in the process will now be available in 15 seconds. This means everything will be accessible in real-time leading to instantaneous decisions which help in yielding more profits.
SUMMING IT UP…
Australia Post is leaving a trail for other companies to follow. Being in the business for 210 years and yet redefining their processes to serve customers in a better way by adapting technology, they are setting an amazing example for all the enterprises out there.
All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.
Original Post: https://www.appjetty.com/blog/australia-post-reinventing-shipping-cloud-computing
CRM software is an essential element of any type of industry these days. It helps a business to keep track of their customers, their activity and confidential business data.
There are many CRM available catering to different sizes of business and organizations. Dynamics CRM is one of the most versatile CRM software that can add efficiency to your business in more than one ways. It is said to be versatile CRM because of the numerous features it provides, which includes lead management, contact management, campaign management, reports, emails, and much more. Additionally, they have different layouts, modules, and fields for different teams like sales, marketing, etc.
With all these features, roles and multiple accesses, it might get a bit tricky to manage your customer data in an organized way. Some teams might need access to sales & income related fields while some might need just basic customer information.
With the current advancements going in the tech field, there is always a way to facilitate access to the data. Let’s say if we target one of the segments of CRM users which is the sales team, then they need to operate it on a daily base to schedule their regular customer meetings.
To make the flow easier for the whole sales team, there is one extension for dynamics CRM map integration that lets you project all of your sales data onto the maps.
This way you can visualize the data on the map effectively. Having the geographical idea about your sales figures would make it more effective for all your CRM users. Based on the data available on the map, salespeople can divert their energy and efforts in the required direction. It could be a great source to develop your sales development.
And that’s not it! Here are some of the other ways the dynamics CRM map integration works magic for any company.
Identify the Scope:
Mapping CRM data would help you identify effective areas producing higher sales. This overview is provided to you with a user-friendly and easy to understand interface. The sales manager can keep an eye out for the highest and lowest performing areas from the plotted records. Once he gets an idea about such data, then he will be able to take the informed decisions.
Such CRM map integrations would help you and your customers connect on a better level. Various features like a heat map, summary cards, etc. would fuel the sales process. Moreover, you can highlight the area with a number of customer records and sales.
Enhanced Team Management:
It becomes a herculean task to manage the multiple sales reps on the field. The communication with them after and before meetings is an important aspect. For a sales rep, it could be easy to pass the message to the sales manager. But for a sales manager, it can be a tedious task to communicate with multiple reps.
With the CRM Map integration, a manager can easily communicate with their sales reps, assign them daily tasks from the tool itself. This way, they can manage the activity of sales reps on the field effectively.
Availability of Data:
It is important to have access to data whenever needed. Especially when you are not online, it is important that you fetch the data on time. Even if you have access to CRM from your mobile devices, a poor internet connection, network issues could be the obstacles in your way.
Simultaneously, if you have the CRM map integration tool, a sales rep can easily download the customer data specific to the area he is handling. This way they can leverage the offline data whenever they want to.
A geo-analytical dashboard in your CRM serves not one but many purposes. Whenever users login into the CRM, they easily get the overview of overall activities of the current sales cycles. With the help of dynamics CRM mapping tool, a salesperson would be able to get an overview of the sales figures, sales performance, activity, and what not.
You get a nice visualization of data which is easy to understand and interactive. And when you have such data bifurcated in a regional form, it becomes easier than ever to manage your team and performance.
With the changing tech world, it is important to stay updated with the new ways to make sure you and your sales team are on the same page. There are various Microsoft Dynamics CRM mapping plugins available in the market to help you to excel in your business.
As an e-commerce business owner, you constantly have to look after something or the other. Whether you are selling products or services, you have to make sure everything from marketing to delivery runs smoothly. A crucial part of this process is making sure that you keep an account of every sale and add it in the records. This is where accounting software comes in handy. One of the leading accounting software in the market is QuickBooks.
If you want things to run smoothly, you need to have your accounting software up-to-date with all the details that your e-commerce store has, in real time. But in general cases, e-commerce store owners manage two different entities one being the e-commerce store platform like Magento, WooCommerce, or Shopify and second being an accounting software like QuickBooks. This could be slightly cumbersome.
Since you have to maintain both databases day in, day out, minor issues can turn into tedious tasks if you have to attend to it on a daily basis.
We have done insightful research on such tedious tasks and here are some of the issues you can face if you manage an e-commerce store and QuickBooks, separately:
Imagine that you have a Magento store and you use QuickBooks to manage your accounts. So, every time a sale goes through which definitely comes in through your store, you will have to make a manual entry in QuickBooks. This will surely lead to duplicate entries or some other kinds of errors, related to a simple typing mistake or missing some entries of a customer, accidentally.
Because of duplicate entries, the overview of your sales data won’t be apt and the actions taken based on such data can cause a lot of trouble and loss for your business.
Sometimes due to a technical error or poor internet connection, there is a chance that your e-store data or QuickBooks data might have not backed up. And in such cases, it can lead to loss of data.
Data loss is one of the most severe problems existing in today’s information era. It can lead to major setbacks in productivity timeline, loss of customer data, etc. You can lose customers too if the data loss turns into a security breach.
If you do not integrate your accounting software like QuickBooks with your e-commerce store then every time you add or remove a product from your e-store, you will have to do the same manually from the QuickBooks as well.
If you forget to do so, you will not be able to add the new product to an invoice when an order comes in for it. This can lead to an adulterated view of your inventory leading to some bad decisions.
You can solve all the above-mentioned issues very easily by connecting your store and your accounting software. There are many extensions available that lets you integrate QuickBooks with the Magento store. Through such extensions, some of the Magento store modules will integrate via an automated getaway to QuickBooks.
The Magento QuickBooks integration provides a kind of smoothness in business operations that does not come from using those tools separately. When connected, they make your store backend easier to use.
HERE ARE THE INTEGRATED MODULES AND SOME OF THE BENEFITS OF THIS EXTENSION:
After adding this extension to your e-commerce store, you can sync the customer data smoothly with that in the QuickBooks. When you add a new customer to your Magento store, this extension automatically creates a similar customer account in the QuickBooks too, thereby making maintenance of every customer’s accounts effortless.
Just like the customer module, when you add a new product to your Magento store, the extension syncs the product data with the QuickBooks inventory list, at the same time. This makes it simple when it comes to making invoices because you will need to be able to add products from your updated product list.
Moreover, this extension also gives a proper overview of the inventory.
This module, in general, lets the user generate an invoice for each customer. When a customer purchases something, your Magento store generates an order, in the backend. Then that order transfers to QuickBooks, which creates an unpaid invoice for the same. Since your Magento store and your QuickBooks account share the customer database and product inventory, this happens seamlessly. Once that the customer pays the invoice, its status changes to paid in both QuickBooks and your Magento backend.
Credit Memo Module:
This is for when you have to give a refund to a customer. When a customer chooses to return a product, you can create a credit memo from your Magento backend, which will create the same in your QuickBooks.
Accurate Data Backup:
With the such Magento QuickBooks Integration gateway, even if one or both of your platforms have some issue, you will not lose any data. The Magento QuickBooks extension will be able to fetch your data and create a backup keeping it secure.
SUMMING IT UP…
These features of the Magento QuickBooks extension make maintaining all your records hassle free. Everything runs smoothly and you can work more efficiently without having to worry about little errors that can disrupt your entire workflow.
Original Post : https://www.appjetty.com/blog/magento-quickbooks-integration-e-store
usiness Growth and How to achieve it?
It is a burning question for all the business owners and especially the e-store owners.
To increase the reach of any business online, an in-depth analysis of your business offerings is important. It helps you to understand your customer needs and how your products/services are helping them. Based on that analysis you can prepare and strategize the next phrase to yield better results.
In a more simple language, business growth.
There is one proven way to achieve effective and stable business growth.
Understand how your marketing efforts affect your overall business in terms of revenue and growth. To do so, your marketing team needs to create a big picture based on previous sales, audience, product returns, marketing campaigns, and other data to give you an idea of what’s working and what’s not. However, this solely provides information regarding how your business is performing.
The main task is to understand the data and figure out the customers’ perspective towards your offerings. With this data, you will be able to figure what they like and might want in the near future. But the data in the hands of your marketing people is incomplete without the surveys.
Surveys are an important aspect to know your customers.
This guide will explain how you can conduct successful online surveys through your CRM. Yes! Through CRM.
But first, let's dive deep into the concept of online surveys and how they help the businesses.
What is an Online Survey?
A Survey is basically a set of questions you ask to your targeted audience. Surveys are a great way to do market research and collect the necessary data in order to make objective decisions on reliable information. The surveys can be conducted in various forms: online surveys, phone surveys, paper surveys, etc. And in the advanced guide, we are going to talk about all the aspects of an online survey.
Online surveys are sent to the targeted audience to complete over the internet. They usually contain web forms with an integrated database where you can store the answers and generate an analysis using statistical software. Online surveys are basically conducted by business owners with an intention to know their customers’ opinions and preferences.
We have cleared the concept. Now let’s see how they help the businesses grow sustainably.
How Surveys Help Businesses?
As a business owner, you might have thousands of questions regarding the customer's behavior. Like why they leave your website? Is your product fulfilling the needs of the customers? There are numerous questions like these when answered might solve 80% of your business-related confusions. Because there is a and thought process behind the customer’s action. If a customer comes to visit your website for a particular service or product for multiple times and doesn't feel satisfied, he will eventually check out your competitors and take their business to them.
So, it becomes critical to find out what caused the customer to leave the website and which elements weren’t satisfactory. In these cases, gathering insightful feedbacks using surveys from customers will help you to improve your product and its features. Additionally, surveys help to bring quality to the current relationships as well as expand to new opportunities. You can understand the individual customer’s behavior and offer them custom-tailored services according to the findings. After all studying your customers and their behavior will help you create a detailed customer-centric business roadmap which is the recipe for success!
Surveys surely add a great deal of value to your business but what makes them a blockbuster hit?
Understanding Why the Blend of Surveys+CRM is a Blockbuster Hit!
A Survey is not a newfound technique. Every business, organization, Govt. body conduct them frequently. But before the magical invention of the internet, they used to conduct surveys offline. On Paper. And manually add the information in the database & analyze the same. It used to be a tedious task which took months & months.
But with the online surveys, this process getting shorter & effective day-by-day.
And when you integrate your Survey with the CRM, the process becomes more effective. Because when conducting CRM integrated surveys, you already have a ready database of your customers with all the required details. You just have to filter out the required fields and targeted audience from the database.
When using the combination of CRM and Survey extension, one of the major benefit is that you can directly send and receive feedbacks in the CRM itself. This makes your analysis more transparent and helps you to have a deeper idea about your consumers and their perspective of your products.
Before we start our guide on how to conduct successful online surveys through CRM, finding the Suitable CRM Survey Extension is the first and foremost step. Read how you can find the perfect extension for your CRM.
Step 1: Choosing an Extension
One of the things to keep in mind is that if you choose to go with any available extension in the market, you will have to spend some extra costs to leverage extension functionalities. For example, some small things such as sending emails, automation capabilities, etc. might not be available with most of the extensions.
So, the first thing to look out for while choosing a CRM survey extension is that it should not require any type of third-party integration. Other things to keep in mind while making a decision about CRM survey plugin are:
The list is endless but the above-mentioned things should be on your checklist while investing in a CRM survey tool.
After choosing and installing the Survey extension with CRM, follow these steps exclusively crafted to prepare a Survey which generates maximum responses.
Step 2: Defining the Purpose
The first step might take a while and it should as you will be investing a lot of resources. But once you choose the right extension, the next step is to create a vision and define the purpose of your surveys.
When conducting an online Survey, it is important to define purpose. Because there are a number of ways to conduct surveys and multiple types depending on the purpose.
Whether it’s collecting feedbacks of trainees or customers, measuring how often people use Instagram in a day, the average screen time of users, and so on, the type, structure & targeted audience will differ based on your reason.
So, here is your role matters the most. As a business owner, salesperson or as a marketer, define the agenda behind the survey and they start designing the survey accordingly.
The surveys having a well-thought idea behind them always get a better response rate.
If you are new to conducting surveys then below are some of the types of go-to surveys to help understand this step more clearly:
You must have come across questions like “How did you find our website?”, “How our product helped to solve your issue?” while filling up the surveys and those fall into the category of customer feedback surveys. These type of questions can help your marketing teams to determine the most valuable platform in terms of traffic, what are the ways your product is being used, how your support team is performing, and many more.
This type of survey contains a rating scale. Therefore, based on your customers' rating you can determine their behavior towards your products/services and further you can bifurcate them into the categories of detractors, passives or promoters.
Such surveys have questions like “Would you recommend our services to your customers?” which will probably serve your purpose behind such a Survey campaign.
These surveys are also conducted with a purpose to understand the customer satisfaction level.
Prepare your questionnaire which includes questions like “What problems motivate you to purchase our products?”, “What is your budget for our services?”
Such questions would help to gather specific data of your industry.
There are many other types of surveys on which we intend to write an article. You can leave your views on the same in the comment box. But first, let’s proceed ahead with the next step in conducting a successful survey.
Step 3: Creating and Sending SurveysAfter knowing all the nitty-gritty information from defining your purpose and choosing the appropriate survey type, let’s get into how to create your survey the right way.
Another feature is also known as backward data piping. If there is pre-filled information available in the survey, the responder can make changes in that information. And the survey extension updates the changes and pipes back the information in the CRM.
With the Data piping automation feature, it becomes easier to customize the survey experience user-to-user. You can pipe CRM data into specific CRM survey modules or questions.
This way you can conveniently send surveys which are customizable for different groups group.
Advanced CRM survey modules will allow you to create shareable surveys, open polls, email survey links, and other ways to help you reach a wider audience. Because there would be certain cases where a particular user is not available in your CRM but would want to or have to attend your survey. In such cases, Sharable surveys help. You can generate a link for the surveys using any CRM survey extension.
This way, anyone who is not your CRM user can also take the survey by directly opening the survey submission page through the link, helping you widen your research & collecting more data for accurate decision making.
For example, with Status reports, you can check how many surveys are under which status. Secondly, there comes a question wise report that helps you to understand the psychology of responders based on their answers.
Trend analytics report caters the information about ongoing trends in your industry. You can also analyze the questions which gained more responses from your targeted audience. Additionally, based on the response rate you can have a different chart view. Advanced reporting feature also provides deep insights on each individual and their average spent time on your survey.
And that’s the end of it.
A perfect step-by-step recipe towards creating and conducting a successful survey from your CRM.
But we wanted to add some more knowledge to this advanced guide with our next section.
Benefits Plus Extra Tips:
Now that you have all the required information about how you can conduct a successful CRM survey let’s go through some of the important benefits of surveys to your business and some added tips.
And now we are done with our advanced guide on conducting surveys!
So, are you ready to conduct your survey?
If you use Sugar or SuiteCRM then we have the perfect CRM survey extension for you! You can get started by clicking on the button below.
Original Post : https://www.appjetty.com/blog/advanced-guide-successful-surveys-through-crm#onlinesurvey
More than half of the world’s population is now online. Yes, you heard it right. Internet has taken us and everyone around us by the storm. The year 2017 experienced was big for IT industry. According to the Global digital reports by We are Social and Hootsuite, about quarter of a billion users came online for the first time in 2017.
Internet is changing the way humans lead their everyday lives and there is no doubt that mobile phones are contributing to support this positive change wave. There are around 5.135 billion people using mobile phones and among them 4.021 billion people are online and using internet to enhance their lifestyle.
The above numbers are huge and they will keep on increasing year-on-year. Along with the numbers, the technology is also advancing at the same pace. Everything available on desktop is doable from your mobile and mobile apps.
Basically, you can perform any function from any corner of the world. Nobody is bound to the desk anymore. And this trend is making a huge dent in the CRM industry too. There are mobile apps available that are capable of performing most of your CRM functionalities.
And if you don’t believe us, then here are top 5 ways CRM mobile app is changing the CRM industry.
And CRM mobile app lets you do just that. You can reply to customer queries on the go, provide support whenever asked, and solve cases from anywhere.
This also enhances customer satisfaction which builds a solid foundation for long-term customer relationships.
Moreover, they can track the social media activities and create unique content for them.
This way the sales department becomes more productive which makes the overall development of the organization inevitable.
These are just 5 ways a CRM mobile app makes a huge difference in business operation and more importantly the productivity of everyone in the organization. Doesn’t matter which CRM using there are mobile apps for each and every one of them likeTapCRM - SuiteCRM mobile app, Salesforce Mobile App, SugarCRM mobile app, etc.
Such apps help all the business owners to facilitate their customers in the best way possible creating a win-win situation for everyone.
Appjetty is a digital software products store specializing in extensions, plugins and apps for host of software platforms like Magento, WordPress, SugarCRM, SuiteCRM, Odoo, Dynamics CRM, etc.