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One of the problems of using a ready made software for ecommerce like Odoo ecommerce is that you are often stuck with default reports that come prepackaged with the software. So be it sales order or purchase order or invoice, you can’t do much with these unless you are an expert in Odoo programming.
Keeping this pain point of Odoo ecommerce merchants in mind, we at Biztech, have come up with a ready made app that will allow you to customize any of your default store reports and get a more professional look for all your store reports. Called Clever All In One Report Templates, this app gives you 6 different custom template options to choose from for each of your six report types. And you can customize any aspect of these custom templates, like logo, color, font, formatting, etc. In this blog we will discuss these store reports individually and how they can be customized with our app. 1. Generating Sales Orders The sales order report template contains all the information related to sales order like summary of the sales order, information about shipments, complete and incomplete transactions etc. With Clever All In One Report Templates, you can modify the company name, logo, the font type and color of your sales order. You can also add a watermark, if required. As admin, you can choose whether or not to keep product description in sales orders. 2. Maintaining Purchase Orders The Purchase Order Reports provide information about all the purchased orders and quotes. You can evaluate, analyze and review your purchase activities that have taken place during different duration. Information about inventory items, sales tax, freight charge etc can also be included in these reports. Like sales orders, our app also helps you customize the look of your purchase orders by modifying the various elements. 3. Creating Request Quotation Forms Every business has clients that are interested in the services that are being offered to them but want to know the quotation before they strike a deal. These quotation forms must look strictly professional as they can make or break the impression of your enterprise. Clever All In One Report Templates allows you to assign one of the six custom templates for quotation forms also and change font, logo, company name, colors, etc. 4. Generating Invoices An invoice must be legible, simple and thorough. Invoice generation and management for every transaction that takes place can be quite daunting. The invoice templates offer a systematized format and design so that you can fill in all the information easily. If your invoice is created rightly, your customers find it easy to understand and you can get paid for your services faster. With our template app, you can create a professional looking template for all your invoices easily without getting into the code at all. It also allows you to keep custom footer in your invoices and marks all duplicate invoices with the word “Duplicate” in the header. 5. Making Delivery notes Businesses that have a lot of logistics involved are always creating delivery orders. These delivery orders are a proof that the goods have been delivered successfully. And they contain information including price, product description, quantity, delivery date and signature of dealing parties. Using our app you can create delivery notes in a way that it becomes easy for you to fill in the information wherever needed. Apart from the above Clever All In One Report Templates also allows you to get a PDF copy of all the reports generated and to keep a preferred template for specific customers. It also allows you to keep a track of all the payment history. With so many features and configurable options you will never have to bother about your Odoo store reports not being professional in appearance. And all this without writing a single line of code! No wonder Clever All In One Report Templates is the best Odoo app for professional report templates. Check it out for yourself. Original Post : https://www.appjetty.com/blog/how-easily-customize-default-reports-odoo For any business to run smoothly, it is important to conduct research and garner information from potential customers, regulars and consumers. Some of this information is collected before introducing products in the market and some after the products are launched. In any of these scenarios, customer feedback stands of major significance.
Surveys are one of the well-accepted methods when it comes to gathering customer feedback. But creating surveys can come with a lot of complications as one has to collect details individually and feed the data in different fields incessantly until the survey results are achieved. And thereafter, even if you get the feedbacks, it is difficult to use the data as it isn’t automatically available in your CRM. To help you get over such hassles, we created Survey Rocket which is the perfect survey solution for Sugar CRM. And the best part about it is, when it is integrated to your CRM, you do not need a third party integration solution to work with your Sugar system. HOW DOES SURVEY ROCKET HELP WITH DATA PIPING? Data piping involves moving the existing information from the CRM to survey. It ensures that one makes the most out of a survey built dedicatedly for SugarCRM. Using Survey rocket, one can pre-fill different survey fields from the existing CRM data. This process is best known as Forward Data Piping. It saves all the time and efforts of the sales executives spent behind filling each module. Now, there are also times when the survey is given to the respondents and they edit or make changes to the pre-filled information. Survey Rocket directly updates and records this information in the CRM database. This is known as backward data piping. It is not possible for all survey forms to be generic and have a ‘one size fits all design’. Survey Rocket can help you to pipe CRM data into specific survey modules or questions. This creates a better personalization experience. WHO ALL CAN BENEFIT OUT OF DATA PIPING? Every industry needs to make sure that they engage in a quality customer satisfaction process. And when it comes to customer centric businesses, there often arises a need to collect information through surveys. Data piping can be very helpful while creating surveys for the industries given below: Banks: Banking surveys should be very easy to create, brand and take care of all the research needs. Using the CRM, banking professionals can also create KYC (know your customers) kind of forms for updating customer data easily. The data gets automatically filled to the respective survey fields by fetching data from the CRM. As these surveys are run regularly and changes have to be tracked each time, data piping feature comes of great help. Be it particular questions related to banking operations or generic ones, all the information can be fetched/updated in your CRM through Survey Rocket. Hospitals: Traditional marketing methods are not working for hospitals anymore. After the term ‘patient-centered healthcare’ has been introduced, there is a dire need to integrate additional customer information so that the demands of patients can be taken care of. Data piping will help you to have more of evaluated information by offering convenience and save a lot of time. Insurance companies: Insurance agents need to adjust to customer needs from time to time. Survey Rocket’s data piping feature helps insurers to gain data in a more comprehensive way and helps them to retain loyal customers by providing substantial results. By fetching customer data from the gained survey results, insurers can make significant enhancements in service and sales, and take care of client expectations as well as priorities. How often you use the data piping feature of Survey Rocket totally depends on the kind of industry you belong to and the type and requirements you have. THINGS TO REMEMBER In order to enable the data piping feature while creating the survey, the CRM admin has to choose particular modules from Leads, Contacts, Accounts and Targets. If there are changes made to the data piping module while creating the survey, all map fields will be reset. A STEP BY STEP INSIGHT Given below is the basic flow of creating surveys using the data piping feature.
Original Post : https://www.appjetty.com/blog/importance-data-piping-creating-surveys ‘Customer Support’ has undergone a huge transition over the years. From haggling with the customer support executives on the phone to finding all the solutions online, we’ve come a long way. However, not all digital experiences are up to the mark. Not all of them are engaging, user-friendly, and responsive. To be able to provide the customers with what they’re looking for, it is important to have customer portals. With the help of it, you will be able to render glitch-free personalized experiences that reach the expectations of your customers. Significance of Client Portals If you have worked around customer portals, you must have come across some of the common ones including portals for banking services, mobile network companies, water connection portals etc. On the other hand, the customized client portals come with features that can address the precise requirements of your customers with the help of specific tools, services, and content. For example, if you need a WordPress Client Management portal, you might have to get in touch with a company which can customize it for you. So, what are the traits that your Customer Portal must have to be able to serve customers better? Let’s take a look: Offers Superior Self-Service A recent study has proved that almost 59% consumers and 71% business buyers feel that if there is a self-service portal available to them, they feel more connected with the brand. Also, facilities like Knowledge Base, Chat Services, and Service Requests are no more a privilege. They’re more of a necessity. Most of the clients expect the above-mentioned self-service facilities from a portal. So, whether you have a Drupal, Joomla, or WordPress Portal, it must have the potential to offer an excellent self-service experience. Is Dynamic and Adaptive to Change One of the most important traits that a portal must have. If a portal cannot adapt to your business needs as and when your business grows, it’s of no use. Get in touch an organization that works on an open source software which is flexible and enables easy integration. In case you don’t want to hire programmers to work on your portal, you can choose to invest into a portal that provides you with the features and functionalities you’re looking for. You must also ensure that it is user-friendly and non-technical professionals can use them. Is Safe and Secure Customer portals can be vulnerable. These possibilities are likely to go up if you have a WordPress customer portal. So, in case you’re looking for a WordPress Portal, you must ensure that the it offers you with SSL and encryption. It should also offer your users with a sense of security when they are accessing sensitive documents like invoices, credit card information, and address. It is advisable to ask for a trial period to use the portal and opt for it only if it seems secure for you and your users to access information. Has Analytic Tools Stagnant digital experiences are boring. If you want to render value through your WordPress Client Portal, it is important to evolve. And this is possible only if you have tangible values that help you to analyze and scrutinize the aspects you can improve upon. Invest into a portal that helps you to understand how your pages perform, whether or not users are able to find what they’re looking for, and what features has a negative effect. A superior quality portal comes with comprehensive analytic tools as well as reports using which you can know about the impact of your portal on the users. Once you obtain information from the portal’s analytic tools, you can work towards enhancing customer experiences. Has Customer Centric Functionalities A customer-centric portal is the one that comes with functionalities that are beneficial to the end users. It is less likely for two customized customer portals to be like each other as every business has different goals. Now, whether your software comes with security hierarchy, multi-language support, or advanced search functions ensure that it can solve the problems of your customers in the best possible way. Although there are several elements responsible behind the making of a good client portal, it is worthy only if it helps you to build up a loyal customer base. The one which is tailored to your customers’ experiences will provide your organization with the success that you’re looking for. Provides Scalability with Business Growth Irrespective of your business goals, your portal must have a good level of scalability. Get it built in such a way that it can mitigate against the disasters, if any. Which means, it should not only be safe but should also have the potential to cope with the increasing workload and be adaptive to business growth. Gaining your customers' trust is as important as your business credibility. Be it an online store or a brick and mortar store, customers demand care and attention. A smart and intelligent store owner implements several tricks to make the online store a feature-packed one-stop destination for their customers. Though online shopping is more convenient, there are people who are scared of the procedure and prefer shopping from the physical stores.
A study says eCommerce and mCommerce market is growing around 20% every year, which means by the year 2020, majority of the total population will start using eCommerce websites. This statistics will make the growing web-store competition more intense. We have gathered some tricks to survive in the cutting edge eCommerce competition. Customer - Centric Stores are the Future Sell what your customers expect, rather selling what you want! An online store built focusing on customers and their preferences gets more success. Make the storefront attractive and alluring for customer to avail delightful user experience. You can also add several features and tool to simplify their shopping process. If you wish to promote your store in any non-English country, you can try language translator extension that removes the language barrier and translates the website content into regional language. Expand the business arena by implementing this amazing solution making language, no-more a hindrance. Manage the Store Professionally Customers always trust on a professional looking store front. Good and efficient customer service can convince the customers to either make up or change their mind. Perfect product description, elegant product images and simple buying process makes the eCommerce store more professional and effectual. Offer them best deals and win their trust that ultimately will encourage them to shop more. Treat your Customers Well Customers do not like to wait. They want the eCommerce website to be quick and easy. Stay always connected with your customers through Magento tools like MageMob POS that allows you to manage your online store through your iPad or android tablets. Prioritize the Website Security Trust building is essential. If customers are investing their money, they expect quality products too. Online stores with high security are more trusted. SSL certified websites are searched by popular search engines. Create SSL certified website to ensure safe and secure online transaction and other critical data. Use a secure server that encrypts the user details before saving it in the database. Make your online store a shopping destination with authentic transactions. I am sure after trying these tricks, convincing and impressing your customers will no more be a tough task. Original Post : https://www.appjetty.com/blog/tricks-impress-ecommerce-customers Mobile phones and the apps within are our soulmates. We connect with them, they know everything about us and fortunately or unfortunately, they’re an integral part of our world. Not just a part of our personal lives, but also a professional one. Especially, if the job entails traveling. As and when mobile apps gained popularity, businesses of varied sizes embraced them so that they can get competitive advantage over their competitors.
Along came CRM apps, and made the whole aspect of customer relationship management easy as a walk in the park. They enabled the users to do everything right from sharing documents with their colleagues to chatting up with teammates about the status of a particular client deal. Take a look at couple of statistics and figures:
These figures are clearly indicative of the fact that having a CRM Mobile App can help you go places. With the help of it, you can conduct an array of activities like marketing, sharing of data while on the move, making data entries etc. The market is full of CRM apps and if you are a business owner, you must have heard about entrepreneurs investing into a Sugar or SuiteCRM mobile app. However, not all of these apps are worth buying. A CRM mobile app is useful only if it is compatible with the work setting of the company and simplifies the usage for its users. So, what are the features it must have and what features should you consider? Find out below: Device ResponsivenessApproach a company that sells a CRM app and they will say that their CRM solution works with different smartphones, operating systems, and other devices. But it would be wrong to believe it before checking things out. Sometimes, mobile devices might have certain features that a computer doesn’t. For e.g. The GPS facility. During such times, it is crucial that you check for the device responsiveness. If you have a SuiteCRM app and your sales executives make use of Android technology on their mobiles, you can invest into a SuiteCRM Android App. As most of the CRM solutions available today work on smartphones or tablets that powered by Blackberry, iOS, Windows, and Android, you need to figure out which one works for you. Using a CRM app, you can not only manage your customers but supervise different aspects of your business. Now let us find out how to do CRM apps different departments of business:
Mobile CRM app enables your sales executives to access client data remotely including latest interactions and contact history from their mobile devices. Shorter Sales Cycle When you have access to the right data in real-time, your sales professionals can get back to customers promptly and it leads to quicker and shorter sales cycles. Boost Productivity As the sales staff has access to data and information pertaining to important resources, it saves their time spent in interacting with the customers and gathering their data. Enhanced Insights As Sales Managers get real-time access to sales reports shared by the field staff, they can keep themselves informed about the status of all the deals. These improved insights lead to better team-work and efficiency. Ask Yourself These Questions Before Investing into a Mobile CRMIf you want your sales team to handle sales management, contacts, as well as productivity, it is important to find the right mobile app. Here’s how you can go about it:
Focusing on the cutting edge eCommerce competition, business owners need to earn their place in the hearts of their customers. Offering satisfactory and unforgettable user experience is one such way to leave a powerful impact on the customers encouraging them shop more frequently and stay connected for updates. Try to know them better for implementing the methods that amaze them. Let your customers find your store.
Following are the tricks that help to make the user experience better Interaction Interacting with the customers is very important. It is the best method to show you care for them. This will make customers feel special and valued. Customer survey can help to know your customers and offer them what they expect or require. This trick will boost the sales of your online store also terrifically. Customer Support Services Reliable customer services can change the game totally. The process does not end with the selling of products; post sales services are important too. Imagine a customer who wants to return a product and if he is not guided properly, an improper store impression will prevent him to return to the store. Maintenance and support services are yet another cornerstone of any eCommerce online store Attractive Store Design Store design is the first impression of your online business. Missing the opportunity of attracting customers would be a grave mistake for any store owner. Boring store front with dull colors will adversely affect the sales. The first impression should hold the customers giving them a valid reason to return to the store. Offer them unforgettable store browsing experience that can bring them back and encourage them shop more. Limited Data Collection When limited data can do why crowd the database with extra information that is hardly used. Limit the data collection by discarding excess data. Display Product Reviews Effectively Customers do expect better customer and after sales services. The reviews written by satisfied customers add value to the products/services. There might be customers who look for reviews of the products/services before buying. It is important for the store owners to understand how they display the reviews received. It's of the essence for the bottom line of the business. Inspire your customers to add effectual review for the products they purchased. You can also try smart tools for managing and displaying your customer reviews to your visitors for improved rapport. Want to make your eCommerce business solution unbeatable? These simple tricks can help to build outstanding solution that can make your customers completely rely on your online store for satisfying their dynamic needs Original Post : https://www.appjetty.com/blog/tricks-improve-user-experience-online-store Montgomery Scott enhanced transporter beam’s capability to transport matter while both or either of the objects is in the warp. Even he needed to know the experience of the transported people using his prototype. In a similar fashion, we have moved past the point that needs a discussion on whether businesses require surveys more often than they actually do. Period.
There are web-based Survey plugins. They offer almost everything you can think of to manage your surveys. Except for the fact that you would need to integrate the data bridge between Sugar and whichever mammal named Survey tool you opted for. You are in fact sharing your data with them, so does your competitor, and many others. Besides that, fetching your CRM data to these tools is another roadblock. An ideal integration is the CRM extension. One that does not aim for your data. And still, miraculously makes almost all of CRM data available for personalization and segmentation. AppJetty’s Survey Rocket is a SugarCRM Survey Plugin. You do not require any integration to use our SugarCRM Survey Module with Sugar. You can avoid sharing your data with the survey plugin developers and extend the abilities of your CRM to handle a gamut of operations around surveys. THIS ARTICLE INCLUDES: 1. Survey Automation 2. How Survey Automation Work? Data Piping Skip Logic Advance Logic Survey Scoring 3. Survey Creation 4. Powerful Analytics 5. Net Promoter Score 6. Choose the Best Fit 7. Survey Rocket 4.0: In the Making 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. Read Complete Post : https://www.appjetty.com/blog/rocket-fuel-sugarcrm-survey-integration |
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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. Archives
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