Ahmedabad, August, 2017: AppJetty, a software add-ons store based in Ahmedabad has come up with an activity management plugin named All In One Calendar which will help to keep the activity schedule of your CRM users in check. With the help of this MS CRM Calendar plugin, you can manage tasks, phone calls, letters, emails, fax etc in a calendar format.
What does your typical day at work look like? You might come to the office, have your coffee and mull over where to begin from. Thereafter, you get hold of the first to-do task on the top of your desk and start working without thinking about its importance and where to put it in your list of priorities. Unfortunately, this might not be the right way to go through your tasks each day. And when you are running a huge organization, it might leave you no time for planning your tasks, writing to-do lists, reviewing appointments and meetings and figuring out top priorities. This is where a productivity plugin like All In One Calendar comes in.
“We wanted to render business organizations with an activity management calendar solution for Microsoft Dynamics CRM which helps their staff to streamline their daily tasks.” said Maulik Shah, the CEO of AppJetty. He further added that, “Using All In One Calendar, the managers and team leaders can also have a glimpse of their team members’ tasks and supervise them.” The plugin provides with the facility to view calendar in different formats based on the level of urgency, priority of tasks and the duration needed to achieve each task.
All In One Calendar gives timely notifications to workers before they commence their tasks so that no deadline is missed and their day looks more organized. Apart from that, the administrator can also personalize the look of the calendar using different colours as per different activities and priorities. Sharing activities with co-workers and authorities also becomes easy with the help of this multiple activity management calendar plugin as you can select and assign the activities while creating the tasks and they get reflected in their calendar. This avoids a lot of confusion and allocation of tasks remains transparent. All you need to do is enter the subject of the activity along with its start and end date and all your activities will be synchronized with the activity module in CRM.
An ideal customer relationship management software is the one that takes care of tasks of all your departments and helps the workers of your organization to connect with their clients in a better way. If you want to bring all the workers to a common platform, take ownership of different aspects of your organization and improve productivity, investing into All In One Calendar Plugin would be a good idea.
To know more about All In One Calendar, please visit the following url:
If you are a Magento owner or admin and looking for a simple to implement SEO tool for your Magento store, SEO Hub is the right choice for you. With SEO Hub you can do completely on page SEO solution for your Magento store without any coding. And the Best part? We are currently offering a whopping 20% discount on SEO Hub Magento extension. Just visit the product page https://www.appjetty.com/magento-seo-hub.htm?utm_source=seohub_couponcode and apply the coupon code SEO20 during checkout!
But Hurry! This offer is only available on 24th to 31st August 2017! So get SEO Hub now!
Coupon Code: SEO20
If you are an ecommerce business owner and using Magento for your ecommerce website, you must have, at some point, grappled with the task of manually integrating all your sales and customer data with your accounting system to prepare your books of accounts. You might also be using QuickBooks as a standalone account software and transferring all your store sales data to it manually.
While there is nothing wrong with having two standalone systems working on their own, you can derive much more out of each system if you integrate them with each other, than you would if worked with them separately.
This is why you need a way to integrate Magento with Quickbooks to get the best out of both the systems.
In this blog we will try to understand the need for integrating both and how to make this integration possible with Biztech’s proprietary integration solution.
Why integrate Magento with QuickBooks?
How to integrate Magento and QuickBooks?
You can easily integrate Magento with SugarCRM using Biztech’s proprietary Magento QuickBooks Integration Solution. Our solution is a Cloud-based SaaS solution where you can integrate data from Magento to QuickBooks and vice versa. We have used the freely available Web Connector to import data in QuickBooks.
Here’s how we have made the integration possible:
Integrate the complete portfolio of your customer with their specific account details in Magento. The user can view the customer profile with synced details here. All activity in QuickBooks gets directly reflected in Magento, like first name, last name, email, billing address, shipping address, terms, etc. in syncing process.
The product module offers a complete overview of the accounting/sales and inventory details of any product of specific customers. We have used product module of Magento with basic details like item name, manufacturer’s part number, sales price, and on hand quantity etc. in sync process.
It shows a complete picture of sales and invoice details and reflects customer name, open balance, contact details, addresses etc.
Invoice module of Magento has been used for Invoice and Invoice lines. For Invoice Module, we have used basic details like Invoice No. Customer, Customer Message, Ship date, Due date, FOB, P.O Number, Terms, Items, rate, Quantity, Amount, Total VAT etc. in sync process.
This module shows a complete picture of credit-memo details. It reflects customer name, contact details, addresses etc.
Credit Memo module of Magento has been used for Credit memo and Credit memo lines. For Credit memo Module, we have used basic details like Credit-memo no, Customer, Customer Message, Date, Items, rate, Qty, Amount etc. in sync process.
Magento-QuickBooks integration streamlines your store management by enabling an automated data exchange between systems and keeping records of your business processes. Apart from synchronizing your inventory, orders, and customer details, the integration also eliminates the probability of manual error with its fully automated feature and reflects price changes continuously which removes the risk of ‘out of stock’ selling. In short, it’s a complete package to keep your accounts and store synced smoothly.
And with Biztech’s Integration Solution all this becomes as easy as configuring a few settings. To know more about this solution, please visit the product page.
We are offering an exclusive launch offer of 20% discount on All in One Calendar Dynamics CRM Plugin! As a CRM user, Agree that managing all activities like appointments, emails, phone calls, etc in your Dynamics CRM properly is key to getting the best out of the system and avoiding the chance of missing any deadline or losing any prospects. Just visit the product page https://www.appjetty.com/dynamicscrm-all-in-one-calendar.htm?utm_source=Allinonecalendar_couponcode. Just use the coupon code AOC20 during checkout.
But hurry! This offer is only valid on the 24th August!
Coupon Code: AOC20
If you are a Magento store owner or admin, managing your store is now even easier! With the leading mobile app - extension combo package from AppJetty, you can manage your Magento store backend anytime, anywhere with any android, iOS device (smartphone, tablets or smartwatches). And the best part? We are offering a flat $50 discount on premium versions. Just visit the product page https://www.appjetty.com/magento-magemob-admin.htm?utm_source=magemobadmin_couponcode and apply the coupon code IND50 during checkout!
But Hurry! This offer is only valid 14th to 16th August, 2017!
Coupon Code : IND50
Business owners love two words the most. “Customer” and “Loyalty”. If you have loyal customers, they will definitely prefer to do business with you and spread the word about your business helping you to grow. But in order to create customer loyalty, you need to do something substantial.
A study by ClickFox revealed that the best way to build customer loyalty is by providing exceptional customer service. But it is difficult to respond to maintain superior quality services when you have to send emails through Outlook, keep a record of sent emails in excel sheets and keep updates of customer feedbacks. And this is where CRM comes into the picture. A Customer Relationship Management Software enables you and your customers to organize, manage and respond to customer requests at the right time.
There are one-click reports that offer you with insights about unanswered emails, response times and enables you to send instant replies to important customers.
So how does a Customer Relationship Software work? What are the advantages of using it? Let us take a look.
1. Respond proactively to customer requests
Not all customers expect you to come up with the solutions to their problems immediately. But they do expect acknowledgement of you having received their queries. A certain Customer Service Benchmark report had revealed that only 10% companies make use of automated responses. A SugarCRM software can help you to send automated responses for every customer request and let them know that you have received their ticket and that you will be providing them with the solution at the earliest.
The best part is that an automated response as such can be customized according to your needs. You can add include customer ticket number, customer support availability and a link to Frequently Asked Questions. Sometimes these help links also lead your customers to resolving issues independently resulting into lesser number of tickets to be resolved.
2. Send customer requests to the right person at the right time
Sometimes when the customer request is received, it passes through several staff members. Everyone guides the customers and provides them information about the person responsible for resolving a particular issue. Sometimes, it also gets too late for the problem to be resolved. These issues can create a bad impression of your company.
A SuiteCRM software is created in such a way that you can route the request to a particular person at the right time. These requests are further directed to team members and they get to see the entire customer profile along with the problems defined by them; leading them to resolve the issues immediately.
Emails to different departments can be directed to their respective addresses. For eg. There can be an email address created specifically for the accounting team – firstname.lastname@example.org and it can be configured in such a way that the emails with the word “bills” “billing” and “payment” gets sent to your accounting team.
3. Keep track of your customer service efforts
The days of using outdated excel spreadsheets are a passé. If the CEO of your company asks you to provide reports about how the customer service team is working, you possibly can’t show the spreadsheets. A CRM software helps you to keep all the customer requests and responses provided in one place. As these queries and responses are well-arranged and managed, you can easily create customer reports providing the details about the performance of your sales team.
All you need to do is just click on report creation and you will be able to see customer service reports displaying trends of performance along with the areas of improvement.
4. Offer 24/7 Customer Support
You possibly can’t be proactively available for your customers 24/7. And you also might not have financial capacity to invest in a customer support team that works round the clock. Through a CRM, you can provide your customers with a self-service customer portal. It enables your customers to resolve minor issues on their own.
All you need to create a customer center so that your customers can log in, look at the request history, write down their queries and search for FAQ’s anytime they want. This facility makes your customers feel that they are being heard and can receive support whenever they want.
5. Keep customer information centralized
Customers do not have the patience to wait until you try to fetch out all the information about them from your humongous records. A 2013 Survey conducted by Accenture had proved that being “Kept on hold” was one of the biggest frustrations faced by the customers. It ranked above “dealing with rude customer executives.”
One of the biggest reasons why a customer is kept on hold is – the customer support executive is trying to find out customer details including account information, profile communication history and complains. In case this information is available, what follows is a parade of questions.
A superior quality CRM keeps a check on all your interactions provides with a detailed profile of customers and gives a complete access to the sales and support team. Even if the responsible sales team member is unavailable, You can also get sales, marketing and service information in the absence of a particular sales manager so that you can provide customer service in their absence.
6. Prioritize customer requests
If you want to handle customer request in the right way, prioritizing them is very important. Be it a small business or a huge one, you must know how to bifurcate between new customers and old ones by prioritizing their requirements. You need to know who is a regular customer, who is a huge spender and who is an acquaintance.
Thereafter, you can prioritize customer requests and create notification alerts. This way, if you do not create notification alerts, it will jump the queue and prioritize tasks for the important customers.
7. Stitch in time
Accomplishing tasks swiftly and smoothly is very important if you want to provide good quality customer service. With the help of a CRM, you can use readymade email support templates and upload them. This saves a lot of time making you respond to your customers at the right time.
There is no need for you to type the terms and conditions and upload documents each time while responding to general inquiries. You can make the most out of the templates within the CRM and take care of the fact that your responses are apt, informative and written using the right tone.
CRM is a centralized hub of all your customer data and provides you with automated processes enabling you to deal with your customers in a better way. No need to spend hours after fetching customer data or sending emails! With the help of CRM, you can focus more on generating leads and retaining them. Awesome customer service and lesser efforts. If you like this combination, it’s time to invest into a CRM system right away!
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.