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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: Duplicate Entries: 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. Data Loss: 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. Product Mismanagement: 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: Customer Module: 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. Product Module: 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. Invoice Module: 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.
Survey 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. |
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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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