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Location-based marketing or geolocation marketing is the key to building a strong brand presence among your local audience or audience in target areas. So, without any further ado, let’s understand in detail what location-based marketing actually is. Later in the blog, you’ll also get to know about types of location-based marketing, its benefits, and general tips. Overview of Location-Based MarketingLocation-based marketing is the promotion of your business to your customers based on their geographic locations. It can incorporate both online and offline marketing strategies to strengthen your bonding with nearby customers or customers in a particular high-grossing area. As it often helps target the audience on the basis of their geolocations, people at times refer to it as ‘Geolocation Marketing’ also. Types of Location-Based MarketingThere are different types of location-based marketing that you can use to target your local audience. ➤ IP Address Marketing - Any device - computer, laptop, or mobile connected to the Internet has an IP address. IP address marketing is the use of information about the physical locations of your target audience to market your business by using relevant ads. It also lets you customize your messages as per physical locations and increase your brand awareness among the target audience. ➤ GPS Marketing - GPS-based marketing is leveraging location data that businesses derive from GPS signals to fine-tune their ads, messages, and other promotional content. ➤ Geofencing - Setting up a virtual location or radius to facilitate marketing to people within that area is called geofencing. You can also consider geofences equivalent to territories. ➤ Proximity Marketing - Targeting your promotional and marketing campaigns for people within a geofence already set up is called proximity marketing. ➤ Beacon Marketing - Beacon marketing involves using a physical device - a beacon within the premises of a business to market to people within the range of that beacon. Benefits of Location-Based MarketingHelps Generate More SalesThe final goal of any advertising campaign is to attract more and more customers. Through location-based marketing, you can advertise your business to those customers who show interest in your product(s) or service(s). For instance, if you are a local salon owner, your customers are right within your city. Even among them, people in your vicinity are your potential customers. So, creating Facebook ads to display to only the people within your locality - or specific zip code can help get more customers. Simplifies SegmentationSegmentation is a marketing activity that involves segmenting customers on the basis of shared interests, activities, or attributes. Using geo locations to segment customers can be a great idea. If you can find out the location of a particular person at any time, you can send a message customized as per that specific location to make it more relevant and engaging. This way, geolocation marketing also helps you target customers in a particular location in a better way. Gives Better ReturnsCollecting, analyzing, and using location data can go a long way towards engaging customers through targeted promotions and gives better returns on the amount you invest in advertising. Tips for Location-Based MarketingWithout a well-thought-out location-based marketing strategy, making your location-based marketing campaign success can be tough. If you are also looking to use location-based marketing, you can follow a few general tips to make it result-driven. ➤ Local SEO Optimize your site for the local audience. Local SEO means the local organic traffic generated from Google My Business listing for consumers looking for businesses in their vicinity that offer some particular product(s)/service(s). To improve local SEO: ✅ Create location-specific content on your site, ✅ Encourage five-star reviews from your customers, ✅ Optimize Google My Business listing. The more the organic traffic the better are your growth prospects. Hence, always ensure that you invest your efforts and time in enhancing local SEO. ➤ Pay-Per-Click Advertising Combine your geolocation marketing with your Pay-Per-Click (PPC) advertising to filter the customers who can access your paid ads. Using geolocation, you can tailor your ads as per the audience within your target region and save the money you would otherwise shell out on wasted clicks. Eventually, you can make your PPC campaigns stronger, better, more engaging, and productive. ➤ Use Location Tags in Social Media Social media platforms like Facebook, Instagram, and Twitter let you use location tags in posts. Avail these location tags to inform the audience about your business location. Incorporating location tags in social media posts across various platforms will increase the organic impressions with the audience searching for more photos as per the geolocation. You can also use hashtags to get more people in the vicinity to discover your business easily. ➤ Plot CRM Contacts on a Map/Visualize CRM Contacts Handling everything from within CRM can be tedious at times. Therefore, plotting all your CRM contacts on a map can be helpful for better visualization. Accordingly, you can form strategies to target high-grossing areas more efficiently. There are a number of mapping tools available out there in the market based on your CRM. You can pick one that suits your requirements and set off with location-based marketing. Ready to Adopt Geolocation MarketingNow that you know how location-based marketing can help enhance your outreach and increase sales, you should adopt geolocation marketing right away. If you are looking for a mapping tool to help you visualize your contacts, our Dynamics 365 Map integration for Microsoft Dynamics can help you out. Start 30-Day Free Trial To know more about its features or integrate it, contact us at [email protected] and our sales team will revert to you within 24 hours. Source : https://www.appjetty.com/blog/location-based-marketing-overview-benefits-tips/ Employees form a crucial part of an organization. As long as you don’t know what your employees think about your organization, policies, and regulations, you can’t gauge the level of satisfaction among them or even understand what motivates them. You can say - a well-crafted employee engagement and satisfaction survey is the key to getting insights into the employees' viewpoints fast and easy. Now the question is - How to Create Perfect Employee Surveys? Well, before we go on to discuss the answer in detail, let’s walk you through the types and benefits of employee surveys and how they can help ‘keep’ employees. Here is how employee surveys can help an organization. Benefits of Employee Surveys✔️ Make Employees Feel Empowered Employee surveys help build and nurture a conducive work environment where employees feel that they have the means to express their views, grievances, and concerns. It assures them that their voices are heard and they feel empowered. Facilitates Communication between Different Hierarchical Levels The leader of an organization is as good as the employees. If a leader needs to lead well, they must listen - to what the team has to say. And conducting employee opinion surveys can be one of the best and most efficient ways for that. While it may not be practically possible to listen to every single employee’s issues or opinions, employee opinion surveys can streamline the conveying of ‘opinions’ to higher management. ✔️ Help Predict the Employees’ Behavior To run your organization better, predicting your employees’ behavior and future actions can be highly helpful. By including some employee engagement surveys in your work culture, you can easily find out the general behavior of your employees and predict their level of commitment and dedication for your organization in the future. Employee engagement surveys are more beneficial for an HR manager as they get valuable insights into employees’ engagement levels and can make efforts to retain the employees for long by forming new HR policies or modifying the existing ones accordingly, motivating the employees and increase their level of satisfaction and connect with the organization. ✔️ Help Identify Lesser-Known/Unreported Issues Managing a workforce is a herculean task. A lot of issues go unspoken or unreported at times - especially in a big organization. If kept unreported, unnoticed, and unresolved for longer periods, they hamper the employees’ productivity and performance. Employee surveys can help identify these unreported issues and then you can take necessary actions in time to resolve them effectively before they aggravate and cause further harm to the organization. ✔️ Help Set Benchmarks for Employees’ Satisfaction By repeating the same types of questions over a few surveys, you can easily gauge whether the employees’ satisfaction levels are increasing or decreasing over time by noting down employees’ responses every time and comparing them with the previous surveys’ results. This way, you can track the progress of your policies, HR team’s performance, and more. Further, you can also set benchmarks for employee satisfaction and work accordingly to achieve them in stipulated time. Types of Employee SurveysThe term ‘employee surveys’ is an umbrella term that includes various types of surveys: ➤ Employee Satisfaction Surveys - To help assess the overall satisfaction level of employees working at a point in time in the organization and find out the areas of dissatisfaction (if any) to improve them. ➤ Employee Engagement Surveys - To help identify the ground-level causes of employee satisfaction and strengthen those areas further to increase the overall productivity, job satisfaction, and loyalty. ➤ Employee Opinion Surveys - To help boost the employees’ morale by allowing them to express their views confidently. ➤ Organizational Assessment Surveys - To gain valuable insights into key forces responsible for the organization’s financial performance. ➤ 360-Degree Feedback Surveys - To help gather feedback from an employee’s immediate workgroup, including subordinates, peers, managers, or supervisors, and provide an evaluation. ➤ Onboarding Surveys - To help gather feedback from the new employees on how they found the organization and working environment and connect with them better. ➤ Exit Surveys - To help gather feedback from the employees who exit the company to evaluate the general perception of former employees about the organization. Therefore, before you start creating an employee survey, decide on the type of survey you are going to take and prepare questions accordingly. Though questions in one type of survey can differ from another, there are still some general tips that you can follow to keep your employee surveys engaging, relevant, useful, and productive. For instance, employee engagement survey questions can be more focused on determining how engaged an employee is with the organization and whether they would stay for long or not. On the other hand, employee satisfaction survey questions can be focused more on determining whether an employee is currently satisfied or not and assess the level of satisfaction and to know whether they would continue for long or not. General Tips on Utilizing Employee Surveys Effectively➊ Keep Surveys Short and Relevant As your employees have to answer the survey questions during their working hours, making surveys too long to fill can bore or distract them. As a result, survey completion can go down. Therefore, always keep the length short and employee engagement surveys questions easily comprehensible by avoiding any jargon. Also, ensure to keep the sequence of the questions logical so that one question connects/transitions smoothly to the question following it and doesn’t seem like randomly placed, disconnected, or out-of-the-context. For that, methods like - Skip Logic - To help keep questions relevant in a survey as per responses to the previous questions beginning from the very first question. Data Piping - To auto-fill some survey fields of employee surveys like the employee’s name and designation, etc. to save employees’ time. can help. ➋ Maintain Anonymity If you really want your employee surveys to garner ‘real’ and valuable feedback; assuring your employees of confidentiality and anonymity is a must. Assure them that their feedback would remain secured, strictly confidential only within the reach of the concerned personnel, and won’t be disclosed or leaked in public. Assuring this anonymity would have a positive psychological impact on the employees’ mind and they would be able to submit their responses more honestly. Consequently, the data you get will give you the real picture of employees’ viewpoints and not just ‘moderated’ responses. ➌ Use Open-Ended Questions Not all response options to all questions can cover all that one has to say. Too philosophical!? Ok, let’s break it down to help you understand better in a layman’s terms. While there are a majority of questions where 2, 3, or 4 response options can suffice, there are some that are different! And you can’t simply limit the responses - or more suitably, the answers to just a few options. So, what to do? Let your employees ‘write’ their answers rather than just ‘pick’ from the predefined responses. This implies that you should always include a minimum number of open-ended questions in your employee engagement surveys or employee opinion surveys to give your employees that extra ‘space’ to express what they want freely. ➍ Offer Incentives for Participation While it may not always be practically or economically feasible to offer incentives, you can do this once in a while to keep encouraging employees to participate in surveys. These incentives can be anything - like a small treat at the cafeteria, or a one-hour early leave in the upcoming week, or any other small incentive like that based on the organization’s feasibility. ➎ Evaluate the Survey Results Efficiently Until and unless you can’t evaluate your survey results efficiently, you can’t form strategies to improve your employees’ satisfaction or engagement levels. Only with proper and detailed analysis of the responses; you can draw some general conclusions and proceed to formulate some plans accordingly. There are a number of online survey tools available that can help you with evaluating your survey results better through features like advanced statistical reports. Check out our Survey Rocket ➏ Share the Survey Results Positive or negative, the results of employee surveys must be made available to employees. Share the result of every survey via the medium you like - individually via email or publicly via an announcement. Sharing results will assure them that you heard them and care for them. ➐ Discuss the Action Plan Employee surveys are not just to collect employees’ responses but also to evaluate them and implement the best possible strategies to improve their experience and engagement. So, make sure to announce the action plan you have decided to implement and welcome suggestions from employees if any. Promise them that you will bring the changes the employees anticipate! Ready to Create Employee Surveys?An employee survey is an indispensable survey for an organization - whether big or small. So, it must be on-point and engaging enough to help collect honest feedback so as to form stronger relationships with employees. If you too run an organization and are looking for a solution that can help you create engaging employee surveys, our SugarCRM survey module can be the right choice for you. To know more about it or integrate it with your store, contact us at [email protected] and our team will revert to you within 24 hours. Source : https://www.appjetty.com/blog/employee-surveys/ Editor’s Note: This article has been updated and republished with the updated information to add more value. As per a study, 17% of customers in the US will stop interacting with a company after just one bad experience. While in Latin America, the percentage is even more - a whopping 32%! I bet you won't want to lose up to 32 of your customers out of 100 on any business day, will you? I am sure you won’t. So, what do these figures/stats indicate? That a good customer experience is a must to retain the existing customer base - and expand it further. Now the question arises - how? While there are a number of methods for this, a customer survey is an indispensable one - especially for online businesses. But creating CRM surveys manually and sending them to a large customer base can be ‘really’ challenging and time-consuming. Here comes into picture the concept of ‘automation of surveys’. Before we start how survey automation helps streamline creation and sending of surveys, let’s discuss what survey automation actually is and how it works. What is Survey Automation?“In survey automation, questions, conditions as well as triggers are pre-decided for a particular survey beforehand and CRM auto-sends as per predefined conditions to the right persons at the right time.” In a more elaborate version, Survey Automation is the automation of surveys through a pre-defined survey workflow. The surveyor defines several conditions for survey sending. Any of these conditions when fulfilled, auto-triggers the sending of the survey. This condition can be anything - a purchase, an order placement, a return, visit to site, etc. By automating this survey-sending process, you no longer need to manually keep track of all such events and create and send suitable surveys every time after their fulfillment. Let’s understand this better with an example. Suppose a person has bought a product from your site. What next? The person will use that. What would they want after using the product? To share their experience about what they bought for which you can send a survey or you can also cross/upsell other related products that they might be interested in. However, if you fail to ask for it, you will fail to assess the degree of satisfaction of that customer or increase your sales. How Survey Automation Benefits YouNow that you know survey automation is the automation of the process of survey creation and sending, let’s discuss the benefits it offers. ⌛Seamless and Timely Collection of Relevant Information and FeedbackWhile you can always send an email to every contact in your list individually, it becomes harder and more time-consuming as the business grows. With automated surveys, you can get rid of such difficulties as you can define conditions for the automated triggering of surveys. For instance, a new lead shows up in your CRM. If you have set the generation of a new lead as a condition for triggering a survey, your CRM will send the survey to that lead automatically. This survey can help you find out more about the lead’s persona, preferences, or needs. Hence, you can decide on how to serve this lead better to turn it into a customer. Similarly, you can trigger an automated survey to collect a new customer’s experience after 7 or 15 days of purchase. Thus, the automation of surveys helps you get information and feedback seamlessly. Related: Are you Crafting Market Research Surveys the Right Way? ❌ No Redundant Manual WorkIt’s never easy to create a survey on the spot every time after an event. However, if you have noticed some events always requiring a survey, you can define such events as conditions. This will automate the triggering of a survey after such events. Also, you are no more bound to manually overlook every single event. You can set conditions for a variety of events of your choice based on the type of your business. The more use cases you create automated surveys for, the more you can benefit. ✔️ Enhanced Personalization and EngagementPersonalization of a survey means making it as relevant as possible for a customer. You can also call personalized surveys ‘tailored’ surveys. These surveys are built keeping in mind the behavioral pattern and preferences of customers. The more personalization you add to surveys, the better the completion rate. An example? Sure! Let’s say, a customer has bought a pair of shoes from your e-commerce store. After a month or two, you hold a sale on ‘FOOTWEAR’. Sending an automated survey to this customer can help you get the best out of this sale. How? You can send an automated survey reminding them of their last purchase and ask them a question or two. These questions will help know the types of shoes they prefer. At the end of this short survey, you can suggest some ‘shoes’ items on sale according to their preferences. This will help that customer connect with you more due to the personalization. Next time onwards, that customer will look forward to getting such emails, surveys, and offers on products making them a regular customer. Ready to Welcome Survey Automation?If you too want to cut down on your time and energy and enhance your productivity with automated surveys, our Suite/SugarCRM survey module can be a perfect fit for you. It has got not only survey automation but also skip logic, survey reporting, data piping, and all other features that an ideal CRM survey plugin can have. Start 30-day Free Trial To integrate it, you can contact us at [email protected] and our sales team will revert to you within 24 hours AppJetty has an all-inclusive and no investment partnership program for our tool, Survey Rocket. Affiliate with us through this program and expand your business. Interested? Learn more about the program from here. Source : https://www.appjetty.com/blog/survey-automation-feature-survey-tools/ Resource. Such an umbrella word that without context you’d be lost as to what it means. People? Money? Equipment? Raw materials? It can mean anything. But that’s not the difficult part. Management of ‘resources’ is. And that’s why the blog. We are going to cover a wide variety of topics related to resource management so that when you finish reading this blog, you are pumped up with at least 10 ways to improve your resource planning, distribution, and overall management. Resource Management: ✔️ What is resource management? ✔️ Why is it important? ✔️ Advantages of doing it the right way ✔️ Tools you need First question: What really is resource management?Well, it is the management of people, equipment, and money. In relation to each other. While getting the optimal benefit out of each resource without running them dry. Of course, that sounds contradictory but that’s where the word ‘management’ comes in. The primary and important resource is people. But also money. So find the right people who can help you bring the money to the table and once it is there, who can help you use it efficiently. The people who can make the right decisions and maximize on opportunities to get the best out of what is available. The people you hire need to be skilled to use the equipment your business requires. Want to sell muffins? You need people who know how to use an Oven and a mixer. Want to make an app, you need people who know how to code. Match the equipment with the people and you will get the results. Why is resource management important?Suppose I have a million bucks in my account today. The chances I still have the same amount tomorrow is very less. I am going to spend some of it for either groceries, electricity, water, and other basic necessities. Also, chances are I might never have a total of million bucks in my account unless I actually put the money to work. Letting the money stay in the bank might earn me some interest but it would always be lesser than what I would earn if I invest it properly. For example, if I put $20,000 in Apple’s stock, chances are that I’ll get $50,000 in less than a year seeing Apple grow at a tremendous rate. The same goes for any business. If your resources; people, money, machinery, are just sitting there idle in your office or warehouse then you are never going to get the return on investment or any work done. It is important to understand the opportunities in the market and utilize your resources in order to get the maximum output and return on your investment. Other reasons why resource management is important are: - One step ahead: With proper resource allocation and planning, you’ll always be one step ahead of the problems or mishaps that might be coming in your way. - Total control: Seeing you’ll have an overview of all the resources, how they are being spent, utilized, you will be able to plan the direction of your project way ahead of time. This gives you and your team the breathing space required to innovate and function properly. And pivot if necessary. - No wastage: Since you’ll be utilizing the resources optimally, the chances of resource wastage becomes zero or next to zero. - Data for future: Since you’ll be collecting data of the scenarios where you are able to utilize your resources optimally, that data can be utilized for future resource planning, project management, and moreover will help you understand the work you can take on with the current resources. Overall, with proper resource planning, allocation, and management, you can actually manage to stay ahead of your competition and grow at a nominal rate without those dips in profits and revenue. Related: Enterprise Appointment Scheduling: All You Need to Know Since, we’ve already covered the advantages of proper resource management along with its importance, we are directly going to jump to the tools that’ll up your resource planning game. Let’s see! Top 5 Resource Management Tools of 2020-21:One of the primary tools is CRM. But along with that, tools that integrate with your CRM so you are not constantly double-checking and putting the same effort with 3-4 tools to manage everything. For Team and Equipment Management:1. Calendar 365 for Dynamics CRM If you want a tool that’s native to your CRM, then this is the perfect choice for you. A powerful tool that helps you manage your meetings, tasks, teams, and other resources. Features + USP: ✔️ Native to Dynamics 365 ✔️ Activity Management ✔️ Shared Calendars ✔️ Manage Custom Activities ✔️ Real-time Reminders ✔️ Fully Configurable ✔️ Fully-responsive And more. Pricing: - 30-day Free trial - Starts at $69/Year Start 30-day Free Trial For Project Management: 2. Mavenlink This is one of the most comprehensive tools available in the market for project and resource management and team collaboration along with business intelligence. Features + USP: ✔️ Unified interface to manage multiple facets of your business ✔️ Real-time project management ✔️ Easily connects with all your tools in your ecosystem including ERP, CRM, and more. ✔️ Sales pipeline ✔️ Business forecasting capabilities Pricing: - Professional & Teams: 10 Days free trial then starts from $19/user/month - Enterprise & Premier: You’ll have to get in touch with their sales team 3. Forecast.app An all-in-one project management software that lets you plan, manage as well as track your projects in one place. Features + USP: ✔️ Automates a lot of administrative tasks ✔️ Deep integration with other software in your ecosystem ✔️ AI work automation ✔️ Project budgets ✔️ Resource and project management ✔️ Expense management Pricing: - Free Trial - Lite: $29/month/user -- if billed annually - Pro: $49/month/user -- if billed annually - Enterprise: $69/month/user -- if billed annually Choosing the right tool is crucial for the efficiency you are planning to achieve. So make sure to list your pain points and then go out hunting for a tool. Writer's Note: This article was written in collaboration with Roma Amarnani. Source : https://www.appjetty.com/blog/resource-management/ Of late, almost all major shipping services across the world have faced some ‘challenges’ in deliveries due to lockdown restrictions in various countries. The reason behind this is the sudden surge in the number of daily orders placed with online merchants using various shipping services provided by shipping service companies. As a result, a number of online e-store owners are now looking for a solution to mitigate the delivery issues – or at least update the customers about their order statuses. For a big store with a large number of orders placed daily, streamlining order fulfillment is a must.
If you too are an Australia-based online store owner and deliver your products to Australian customers or abroad, Australia Post can be a good option for you. However, there are some issues that can ruin your customers’ shopping experience. For instance, they may get late deliveries, shipping service selection issues, or tracking issues. If you too are a Magento store owner who uses Australia Post Shipping services, you can reduce delivery issues to a minimum and manage order deliveries more efficiently. How? By integrating an Australia Post Shipping Extension into your store backend. Read on to know how our Magento 2 Australia Post Shipping Extension can help you cut down on customers’ grievances and enhance their overall shopping experience. Multiple Shipping Services Magento Australia Post Shipping module lets you set up domestic and international services for parcels and letters. You can choose between a number of domestic and international shipping services for parcels or letters based on their type and size. This helps you get a better idea of online post shipping. Address Validation Validating the delivery address beforehand is highly crucial – especially in these times when orders can get stuck up due to lockdown restrictions or other issues in containment zones. Our shipping extension helps validate zip code(s) to avoid any delivery issues – delays or losses anytime later. Address validation lets customers correct any mistake while entering their shipping addresses. In addition, it saves online merchants the unnecessary wastage of time and money in addressing the issues related to the products shipped to ‘wrong’ addresses. This way, address validation acts as a win-win situation for both online merchants and customers. Shipment Tracking One of the biggest concerns customers are facing is – the inability to stay abreast of the whereabouts of orders placed. Our shipping extension allows customers to track their orders on the go. Through tracking labels, customers keep getting updates about the orders at every stage of the delivery process. As customers are able to know where their parcels have reached anytime they want to, the transparency of your delivery services increases. The increased transparency in your delivery operations helps build customers’ trust in your brand. Official Australia Post Partner As an official partner of Australia Post, our extension assures the world-class quality of delivery services by itself. This is because Australia Post has served as a great delivery service provider and a ‘lifeline’ amidst the tough times of Corona lockdown. Ready to Weed Out Major Delivery Issues? Corona lockdown has led to some challenges that online merchants using even the most popular shipping services like Australia Post are facing. If you too are an e-store owner looking for an Australia Post Shipping Extension, you can check out our Magento 2 Australia Post Shipping Extension. Original Blog: https://www.appjetty.com/blog/how-our-magento-2-australia-post-extension-can-mitigate-shipping-issues/ Nowadays data security plays a vital role in any company or organization. Every user needs to have a different level of security configuration and module access.
Being a System Administrator, you can create multiple security templates to provide the different levels of access to the users as per their roles & responsibilities in MappyField 365, our Dynamics 365 map integration. In this blog, we are going to make it easier for you to do the same! We are going to show how you can create a Security Template as per different levels of the organizational hierarchy and the user’s role so they can perform the only necessary actions to keep the data secure and accurate and make data sharing safe and easy. Follow the below steps to configure the Security Template: Step 1: Navigate to AppJetty → MappyField 365From the Dynamics 365 dashboard, navigate to AppJetty → MappyField 365 and click on the Security Template Configuration. Step 2: Create a Security TemplateYou will get the list of the security templates if they are previously created templates under the Active Security Configurations. To create a new Security Template, by clicking on the +New button from the action ribbon. Once you click on New, you will be redirected to the New Security Configuration page. First, insert the name of the new security configuration and then click on the Save button. After saving the template name, click on the Action Configuration tab for setting the security configurations. You will find the list of actions divided into two categories: Infobox Actions and Bulk Actions. You can now select or deselect any action to provide accessibility to the users according to their roles. Once you’ve selected the necessary actions for the template, click on the Save button to save the configurations. Now that you have created the templates, let’s see how you can assign them to users for better data security. Step 3: Assign Security Template to the UsersUnder the template configuration, you can assign the users by navigating to the General tab. Here you will find the +New Map configuration for the selected security template using which you can assign to the users or you can also use Add the existing Map Configuration option for the same. By clicking on the Add Existing Map Configuration, the records of the map configurations will be available. You can assign the multiple map configurations to the single Security Template. OR You can also assign the Security Template to the users by navigating to Map Configuration Detail → Click on any particular configuration. Under the General tab, you will find the Security Template Configuration option. If you are facing any issues with any feature, feel free to reach out to us at [email protected] or you can also tweet at us at @appjetty. Source:https://www.appjetty.com/blog/how-to-create-and-assign-security-templates-in-mappyfield-365/ If you are a business owner looking to expand your business globally, you must be planning a lot of strategies for sure. While all the strategies play an important role, you can’t underestimate website translation which is much more important than people think.
While people often build personal relationships, localize marketing strategies and products, etc. they overlook effective website translation. Sounds trivial, but far more valuable in actuality. While you can argue that website translation is a matter of minutes with Google Translate API. However, there is more than meets the eye. While a good translation extension like Magento 2 Language Switcher extension can help, it won’t suffice alone. Read on to know a few things to consider to ensure on-point language translation.
Every language differs from the other. If you think that translating the language of your website content is all you need, it is not so. ' Despite the improvement in the efficiency of language translators over time that AI has brought, translators still can’t outdo humans. They won’t be able to understand cultural or ethnic sentiments, references, jokes, or more such language intricacies of a particular region. Therefore, it is imperative for you to ensure that the final translated content conveys the right meaning and is appropriate for the targeted audience. So, if you use a Magento 2 Multi-Language support extension or any other extension as per your e-commerce platform, make sure it doesn’t just use Google API for translation. Rather, it should have a WYSIWYG (What You See Is What You Get) editor that allows you to review the translated content and verify its accuracy before it goes live. Further, it should also let you edit any translated piece of content in case you find it ‘wrongly’ translated or inappropriate. This feature can save you from translation blunders that even some popular brands made.
Language intricacies don’t only influence your translation but also your SEO. Several business owners make a common mistake - they look for keywords in their familiar language and optimize their site accordingly. An ideal practice would rather be to search for keywords in your targeted audience’s languages and not yours. This only would help drive more traffic from countries other than your own. You can also contact SEO experts who will help you plan your site content and place regional language keywords strategically throughout your content. There is another thing you must understand. While Google is popular across a large number of countries, it is still just one search engine. There are several countries that use different search engines like China using Baidu and Russia using Yandex. So, go beyond Google and plan keywords suitable for other search engines too to fit their language complexities better.
The appearance of content on your website also depends on the language you are translating your store to. For instance, phrases in a few languages may use fewer words than in the original language. As a result, the look of your final content can get distorted. On the contrary, a language may use more words than in the original language which may result in the content failing to fit properly in the space allocated. This in turn may result in it appearing distorted. Especially in images, if a part of the text doesn’t fit in, it may go out and get cropped. As a result, this distorted site content can make your site look shabby, as well as confuse and put off the audience. Hence, you should always consider the length of your intended translations in mind and design UX accordingly to avoid distortions. Ensure that the final translated content fits on the page(s) well before it goes live. In a Nutshell While an extension like Magento 2 Language Switcher can help translate your site, there are a few things you need to take special care of yourself to translate your store properly and accurately and engage target audiences better. Courier service - the people expect it to be fast and on-time. And a courier service provider company can’t afford the delay in deliveries. However, with unexpected traffic jams and too many orders to fulfill in a single day - some couriers may get delayed. Unless your on-field employees have a foolproof means to locate customers easily and decide on the shortest route to take, they can’t deliver their best. To keep your on-field delivery men and sales reps right on the track, there must be a solution. And Dynamics 365 Mapping tool is that solution! Let’s have a look at how you can use Dynamics 365 Map integration to save your on-field employees’ time, energy, and resources. Features that Can Help Streamline Your Courier Services ✔️ Plotting of all Customers on the MapIf your on-field resources have to fulfill a large number of order deliveries in a day, retrieving customers’ addresses from Dynamics CRM and using a separate map to locate them and reach there would be too tough. How about a solution that can let you visualize your customers’ locations? Dynamics 365 Map does exactly that. It lets you plot all your customers’ records from CRM on to the Bing Map. With all essential info available right within the Map, your on-field resources can get an instant view of your customers’ locations. They can select the records, add their locations where they have to make deliveries and click on ‘show directions’ to set the route for their day. Our MappyField 365, a Dynamics map integration, chooses the shortest route for your on-field team saving them from getting stuck in traffic or at tolls. ✔️ Live TrackingWith so many on-field team members, tracking their daily progress and delivery reports at the end of the day can be tedious and ineffective. However, with the ‘live tracking’ feature, you can easily track all your on-field members’ progress throughout the day on the go. By tracking their movements, check-ins and visits, you can calculate their daily progress and plan your strategies more efficiently accordingly to enhance customers' satisfaction. ✔️ Effective Management of Delivery/Pick-Up TerritoriesWith plenty of areas to cover, proper demarcation of areas/territories can be challenging. By letting you plot all your customers’ records right on the map, our mapping plugin also enables you to divide and assign delivery and pick-up areas to your on-field members - right from within the CRM map. This helps mitigate the chances of any overlaps, confusion causing visit lapses or double-visits. Consequently, your delivery process becomes better and efficient. ✔️ Optimized RoutesWhat if you plan a route to a particular address but get stuck due to a traffic jam? You will get late - and in a business like a courier service, you can’t afford delays. It is at this point that our Dynamics 365 map integration like MappyField 365 can help them out. By letting you plan and optimize best effective delivery routes for deliveries, it helps cut down on on-field resources’ energy and time. Further, it ensures that all the deliveries take place in a streamlined manner. ✔️ Proximity SearchBy using this feature that Dynamics 365 Map Integration offers, you can help your resources locate the customers in the vicinity of a particular record/area and reach out to them faster. This way, you can check and find out whether they are available for pick-ups or deliveries. In a NutshellOn-time services matter - and even more when it comes to a business like a courier service. With several customers spread across several regions, reaching out to them without visualization on a map can pose challenges. But with a mapping plugging like our MappyField 365, you can not only visualize customers but also plan out the best-optimized routes to reach them. Sounds like something that’d add value to your business? Start 30-day Free Trial If you too need a mapping solution, drop us a line at [email protected] and our sales team will revert to you within 24 hours. Source : https://www.appjetty.com/blog/mappyfield-365-for-courier-service-industry/ Medicure is a leading pharmaceutical company based in the US known for its development and commercialization of mainly cardiovascular medicines. They were facing a number of challenges in their sales territory management. To help them streamline their clients’ and sales management and make it easy for on-field medical reps to close deals, we offered them our Dynamics 365 Map Integration - MappyField 365 for Microsoft Dynamics. Here is a brief overview of all the challenges they were facing and how MappyField 365 helped surmount them. Their Challenges, Our SolutionsContact MappingEarlier, the client found it daunting to locate all their customers’ details in CRM and then tracing them on a separate Map. They tried Google Maps to reach out to their contacts one by one by filling their addresses. But it turned out to be very much time-consuming and tough. When they searched for a possible solution and integrated our MappyField 365 into their CRM, things simplified for them. Since the integration, they have been able to plot all their CRM records on the map and visualize them better. They can now apply filters like Region, Territory, Proximity, etc.; and view the desired data easily. This helped save their resources’ time and energy and simplify the process of contacting clients through enhanced record plotting. Territory Management and Allocation Earlier, creating and demarcating territories from within the CRM would be ‘really’ cumbersome for sales managers at Medicure. It would often cause confusion and territory overlaps as well. However, with MappyField 365 by their side, they can not only create territories but also assign them right away from within the map easily and speedily. Route Optimization and Sharing Before Dynamics 365 Map integration, Medicure tried to export CRM contacts on Google Maps to reduce the hassle, but didn’t turn out to be as fruitful as expected. They would often get problems planning their daily visits to reduce time, energy and expenses. Further, as Google Maps is not native to Dynamics 365; it would give sync problems at times. With MappyField 365 seamlessly integrated with Dynamics 365, these problems subsided largely. Now, their sales managers can not only create and share optimized routes (the shortest routes possible) with their on-field members. This has helped them enable their on-field team members not only to save time and energy but also expenses. Also, sales reps now get more time to brainstorm more effective strategies and execute them. Here’s the review from Team Medicure! Final OutcomeAll in all, our Dynamics 365 Map Integration proved to be a very effective solution to the problems Medicure had been facing. They have now been able to not only simplify the sales work for their on-field sales teams but also enhance their efficiency resulting in enhanced overall productivity. Take a Step to Streamline Your Sales Management If you also want to integrate it and level up your sales management, you can contact us at [email protected] and our sales team will get in touch with you within 24 hours. Source:https://www.appjetty.com/blog/how-mappyfield-365-helped-medicure-their-on-field-operations/ As an organization grows in size, manual customer management becomes tedious. There are some industries/businesses where scheduling of appointments is highly important.
Let’s consider that you own a popular salon or spa with a large customer base. With a continuous rush of customers, their management can grow hard. In such a scenario, giving appointments to your customers instead of letting them enter randomly can save both your and your customers’ time. There are two ways to book slots - manual and automatic. While manual appointment scheduling can work for small or medium-sized businesses, it can pose a challenge for big enterprises. Here comes into play an appointment scheduling software program. Let’s read in detail about an appointment scheduling software and its benefits. What is Appointment Scheduling Software?Appointment Scheduling Software lets customers book an appointment with a service provider via a website, mobile application, or kiosk eliminating the need for staff to ensure that appointments are scheduled manually. Benefits of Automated Appointment Scheduling for EnterprisesSeamless Customer JourneyCustomer experience today is not just restricted to customers’ in-store, on-site or in-app experience. It is rather the sum total of the experiences a customer has had across all the touch base points. Though technology has led to the advancement of the entire service industry, physical stores still exist and matter. Therefore, using digital technology to enhance your customer journey from booking an appointment to the actual in-person visit to your store is crucial. And an appointment management software can do that. It makes the first touchpoint where a customer books an appointment engaging and user-friendly which in turn enhances the customer’s journey ahead. Enhanced Customer ExperienceBooking appointments is a powerful way of serving customers. Instead of visiting your store physically or calling you to book appointments, an integrated appointment scheduling software offers them hassle-free appointment booking experience through your website or app. All they need to do is visit your online store or app and simply book the slot of their choice out of the available slots. And once they book an appointment with you, you get a notification in your CRM and then you can assign the same to your team. A perfect flow without any redundant communication. Increased Staff Productivity An appointment-enabled service in place can help increase the overall productivity of the staff. With the advanced knowledge of the appointments of an entire day at your disposal, distributing the workload evenly among your staff members in a given shift becomes easier. As there would be no random check-ins, your staff members would be prepared to serve customers more effectively resulting in enhanced staff productivity as well as prevent a situation where a customer has to wait for their chance. Automation of Customer CommunicationsManaging appointments manually requires more labor and time. For instance, if a customer has to postpone or cancel an appointment; changing it manually would take more time and energy. Further, there would be unnecessarily increased communication between your team and customers over calls or messages. There are also chances that your members make mistakes while making such changes. At times, you may also need to remind a customer manually of their appointment if they fail to reach on time. What if all these tasks are automated?Your time and energy will get saved and chances of errors would reduce to a minimum. And an appointment scheduling software does exactly that. It lets customers book appointments and cancel or postpone them right from your store, site, or app. This way, it helps you manage appointments seamlessly and stay on top of customer satisfaction. How our Dynamics 365 Calendar Extension Can Help?Our Calendar 365 for Dynamics CRM has a number of functionalities that can help increase your productivity. Let’s walk you through several of its features that can help streamline your management of customers as well as team members. ✔️ Creation and Management of Multiple Activities - No more managing multiple calendars and forgetting events, email follow-ups, etc. Create, edit, and copy CRM activities as well as custom activities. ✔️ Quick Multiple Actions - Convert any calendar activity into existing cases/leads & reassign them to other users or teams with few simple clicks. You can edit or copy any event and re-assign to the user/team as required. ✔️ Improved Activity Management - It allows you to create appointments or tasks related to clients and manage them, add or remove them easily from within the Calendar. ✔️ Resource Scheduling - By letting you have a full knowledge of and control over every member’s working hours, break timings, etc.; it helps streamline your management of resources. ✔️ Easy Calendar Views - With 4+ views of the calendar with a dynamic tooltip and detailed pop-up, it lets you view all your appointments, activities and tasks easily right from within the calendar. Besides, it has features like shared calendar, real-time reminders, activity filtration, custom calendar, and several others that make it an ideal solution for appointment scheduling and management for enterprises. As you have understood how appointment scheduling is beneficial for your business, it is high time you added an appointment scheduling software to your arsenal. Start 30-day Free Trial To know more about its features or integrate, drop us a line at [email protected] and our team will get in touch with you within 24 hours. Source : https://www.appjetty.com/blog/enterprise-appointment-scheduling/ |
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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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