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Smooth operations are a winning factor of any sales team and achieving this is not easy. There are too many things that can go wrong and too many ways get sidetracked from your goals. But with the right tool, your sales team might just get the boost they need. This is where MappyField 365 comes in. As a sales or technical manager, you need to manage tasks and allot them to the executive/reps for fieldwork. (i.e. Sales Demo or Technical support/maintenance). When plenty of sales inquiries/technical maintenance is required, it is not possible to meet each of them in just one day. So the manager is required to create and manage the schedule of the sales demo activity or appointments for technical maintenance for the team. Badger map alternative With AppJetty’s MappyField 365, you have the Auto Scheduling functionality to schedule your meetings and appointments area wise. It provides auto route schedule optimization using the SPF algorithm. (Shortest Path First). For auto-scheduling the route for f visits in MappyField 365, follow the below steps:
Step 2: Plot the records on the map By selecting the ‘Entity’ and its ‘View’, plot the records on the map. Here the Appointments entity is selected. MappyField 365 After selecting the entity, click on the Search button to plot all the account records on the map. Step 3: Show Data Grid After plotting the appointment records on the map, you can schedule visits to the appointments. You will find the Auto Scheduling option from the Data Grid. To see the data grid, click on Show Data. By clicking on Show Data, the data grid will appear. In the data grid, you will find the list of the entity records which are plotted on the map. Select the appointments for which you want to schedule the meetings using Auto Scheduling. By clicking on the ‘Auto Scheduling’ icon, first, you will get the warning message for removing all the plotted records from the map. By clicking on the OK button, It will open the Auto Scheduling panel from the right side from where you can schedule the meetings & the routes. Step 4: Auto Scheduling
The route will be defined as per inserted details under ‘Auto Scheduling’ and you will get the Route as per the ‘Shorted Path First’ (SPF) Algorithm. Step 5: Save Scheduled RouteYou can save the plotted route for any further use. By clicking on the Save schedule button, it will open a Save Route popup. Insert the Route name and select the user for that Route. By clicking on the Save button the routes will be saved. So the sales executive or service reps can visit the appointment as per the scheduled route and provide the sales demo or services related to the products or anything. -------------------------------------------------------------------- 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/autoschedule-route-for-selected-record-using-mappyfield-365/ Being a Sales Manager or Dynamics CRM administrator, you need to manage the sales reps/executives’ activities including its working timings. DynamicCRM provides a feature to manage working hours of sales reps (Dynamics users).
Suppose, a marketing campaign is ongoing for a week at some place, so being a sales manager, you need to keep the working hours of the sales executives there. With our AppJetty Calendar 365 you can manage the working hours of the users and check on the Calendar. For that, you can enable the Resource Scheduling to display hours of default CRM records or you can create from the AppJetty Calendar365 and manage the working hours user-wise. In Calendar 365, you will find the Resource Scheduler option to manage the working hours. You need to follow the below steps to manage the Working hours:
Step-2: Enable ‘Resource Scheduling’To enable a ‘working hours’ option in Calendar 365, click on the Settings icon available on the calendar page and navigate to the default configuration. From the ‘default configuration’, you can configure the required options for Calendar 365. There are two options to set the working hours in Calendar 365:
To view the default working hours of the user in Calendar 365, navigate to the Calendar 365 Model-driven application. In the ‘Resource Calendar’, select the Resource Scheduling from the ‘Views’ selection dropdown. You can see the Work Hours of the default CRM. You can check the availability, break, and leave that is set in the Default CRM calendar for individual users. Using this, users can easily create appointments by seeing the availability of other users and work hours. 3B. Using AppJetty SchedulerYou can also add and manage the Work Hours from the AppJetty Calendar 365. For that, select AppJetty Scheduler in the ‘Resource Scheduling’ option. Navigate to ‘Resource Calendar’ and select the Resource Scheduler from the ‘Views’ selection. To create availability and manage the work hours, just click on the time from the timeline of a specific user. By clicking on a specific time from the timeline, a new popup will appear to create availability and manage the working hours. Select the ‘Activity type’ as availability to set Work Hours and select Recurring type as ‘One Day’ or ‘Recurring’ to set the work daily or weekly (recurring). By clicking on the Create button, you will get the notification and the working hours will be added to the timeline for the selected team member. How to add a break time?To add a break for the team member, click on the time from the timeline and it will open a popup, select Mark as break in the ‘Activity’. You can choose a recurring type as ‘One Day’ or can create the same break for ‘Recurring Days’. How to add a leave if the sales rep is on leave?You can also add a leave if your team member is on leave. You need to select ‘Mark as leave’ in Activity. You can select the Recurring in ‘Recurring Type’ if your team member is on leave for more than one day. By clicking on the Create button, the leave will be added to the selected user (team member). Here you can see in the specific timeline the added Working hours (in green) and break (in blue) for a team member and added leave (in red) for another team member. Now, you can add the task, appointment, or any activity by clicking on the working hours’ timeline (green). In this way, being a sales manager or DynamicsCRM administrator, you can manage the working hours of your team members and assign activities from the AppJetty Calendar 365. Source : https://www.appjetty.com/blog/manage-the-working-hours-of-the-users-calendar365/ Humans in the post-Covid era are all at home and they’re all busy. From company personnel to their employers, all of them are busy finishing their hectic schedules, coping with their customers, making appointments, attending demo conferences, and whatnot. Constant communication between team members has become the key to the successful implementation of any project.
Zoom/Skype calls have become a regular thing to do. Maintaining your tasks in a calendar and then updating them in your Dynamics CRM for your everyday tasks reeks of erroneous results. In this chaotic situation, things are more likely to slip through the cracks. Also Read: Color Code Your Dynamics Calendar and Declutter Your Life! Enter Dynamics 365 calendarDynamics CRM calendar is an ideal plugin that goes with your Dynamics CRM. With dynamics 365 service calendar you can bifurcate tasks of your entire team from a single screen. You can also get an overview of scheduled, ongoing and completed activities of the whole team, and bifurcate their tasks accordingly. Features include advanced filtering, multiple calendar management, multiple views, drag-drop to reschedule in a unified interface and resource scheduling. It not only helps you manage your teams but also assures timely customer management. Still ambiguous about adopting the Dynamics CRM calendar? Here are seven tasks made easier by dynamics 365 service calendars.
If you are a business owner, you most certainly would not be too excited about inventory management. But you don’t need to let your inventory orders get backed up until the last minute anymore.
Whatever the work task may be, you can save time and effort by scheduling out even the smallest of activities with the Dynamics 365 service calendar. Make your days more productive with this neat tool! Customer satisfaction is an essential thing for which businesses work day and night to achieve. Understanding your customers, solving their problems, fulfilling their expectations all put together lead to satisfied customers.
Let’s say you are doing everything to satisfy your customers, understand their needs, but how to figure out the current satisfaction rate of your customers? How are you going to evaluate if sales and marketing strategies or product strategies are working or not? This is when customer satisfaction surveys come in. What is a Customer Satisfaction Survey?Customer satisfaction survey is a set of questions businesses design to understand their customers’ needs from their products and services and if they are getting fulfilled or not. These surveys also help businesses to grow, strategize, and provide better customer experiences. There are various types of customer satisfaction surveys and each of them has a different purpose and value to add to your strategies. Types of Customer Satisfaction Surveys→ CSAT → Net Promoter Survey → Customer Effort Survey → Milestone Survey Let’s see understand each of them in brief: → CSATCSAT (Customer Satisfaction) is useful to measure the key performance indicators of your products. They are usually made up of easy yes & no answers or ratings. Based on the feedback, evaluate the amount of attention you need to give to particular products or services. Formula to calculate CSAT: (Number of satisfied customers / Number of survey responses) x 100 = % of satisfied customers → Net Promoter Survey Net Promoter Survey shows how likely your customers are to recommend your company’s products to their colleagues, friends, and family. This survey usually contains a question with a scale between 0 to 10. These ratings help you understand where your products stand in the market. Additionally, it helps categorize your audience into detractors, passives, and promoters -- and accordingly, you can segment and target your customers. How to Calculate NPS: NPS = % Promoters (rating more than 6) - % Detractors (rating equal to or lower than 6) → Customer Effort SurveyCustomer Effort Surveys are useful to know how much effort your customers have to make to solve issues within your products. This survey includes questions like: how easy was it to solve your problem? With options like satisfied, very satisfied, difficult, very difficult, etc. They are sent once the support ticket is closed after solving an issue. → Milestone SurveysThey are useful to know your customers better. Milestone surveys are carried out after a certain time period like once they sign up for your services, upon the end of the trial, or once the onboarding finishes basically after a milestone. These help you understand the effectiveness of your milestones and your customers’ interaction with your company which then empowers you with insights that can help you grow drastically. Types of Questions to include in Customer Satisfaction SurveysThey are six types of questions you can include in these types of surveys. Let’s discuss each of them: → Multiple choice questions Multiple choice questions have a limited and predefined number of answers and the respondents need to select from the available options only. It becomes easy to get a response from your users as it takes fewer efforts to answer them. Multiple choice questions include questions like rating, binary scale, or nominal questions. → Binary scale questionsBinary scale questions provide two possible answers either yes or no or thumbs up or thumbs down. It can be used to ask some of the common questions like: Did customer support help you find the solution you were looking for today? (yes/no) → Rating Scale questions Rating scale questions provide a range of options for respondents to select. Your customers can rate your support staff or your products using the scale They are likely to come under the NPS survey type. → Nominal questionsNominal questions usually have categorized answers. The categories don’t overlap and you also can’t apply a numerical value to them. Example: Which of the following describe you? → Male → Female → Prefer not to answer → Likert scale questionsThe likert questionnaires have five pointer or seven pointer scales and are useful to evaluate how customers feel about your business, services, products or anything. The least number i.e. 1 represents extreme view and highest number represents the opposite extreme view. Whereas, the middle number represents a moderate view. Example: To what extent do you agree with the following statement? [Product name]’s onboarding process was simple, straightforward, and painless. 1 - Strongly disagree 2 - Somewhat disagree 3 - Neither agree nor disagree 4 - Somewhat agree 5 - Strongly agree → Semantic differential questionsThey are similar to likert scale questions but are descriptive compared to likert. They are: How helpful do you find our video tutorials? 1 - Not helpful at all 2 - Barely helpful 3 - Neither helpful nor unhelpful 4 - Somewhat helpful 5 - Very helpful In the name of the surveys, Having happy customers is the true measure of success for any business. And to understand their experience with you, it's important to engage with your customers, understand them, and keep improving and surveys play a major role. Ready to take satisfaction to the next level?Create and send robust customer satisfaction surveys in a few steps using Survey Rocket. A Sugar and Suite CRM extension with exclusive features like data piping, NPS, survey analytics and more. If you are using Sugar or Suite CRM, you can start your free trial today! Start Your Free Trial Source : https://www.appjetty.com/blog/your-complete-guide-customer-satisfaction-surveys To find the correlation and causality of a particular change in data, you need to see it in relation to other data sets. And what better and efficient way to do so by plotting multiple entities or data sets on the map. So, in this blog, we are going to demonstrate how to plot multiple entities on the map using Dynamics 365 map integration. Additionally, we’ll also show how to categorize the plotted records. For demonstration purposes, we are using MappyField 365. There are many other mapping tools available on MS AppSource that natively connects with your Dynamics 365. In the MappyField 365, you can easily plot the multiple records and views on the map. The purpose of this feature is to show multiple entities’ data on a single map with the help of the layer menu that enables you to show/hide a particular layer(s). Note: You can plot a maximum of five entities at a time. So, you can select categories for five entities and plot categorized data by selecting a specific category field on the map. Step 1: Navigate to MappyField 365Find the “AppJetty” tab from Dynamics 365 menu and navigate to MappyField 365 → Map. Step 2: Plot multiple entities on the mapHere we’ve plotted Account, Contact, and Lead entities on the map. Under the Layer Menu, you will get the list of plotted entities. By clicking on the toggle, you can show/hide the records of any entity on the map. Hence, you can manage the plotted records without removing specific entity records saving you a lot of time in plotting single entities or removing and then adding entities to the plotted data. Step 3: Categorize the plotted dataIf you want some data categorized based on specific details of the plotted records (i.e. City, State, Annual Revenue, etc.), you can use the Category option provided. After clicking on the Category icon, a popup will be prompted. Select the category for each entity, then click on the Search button. The categorized data will be plotted as shown below. On the left panel, you will get the “Category” option showing details of the plotted categorized data. You can also see all the categorized data in the data grid which you can access from the map and perform different actions for multiple records at once. Hence, you can make the most of your data by smartly plotting and categorizing it using a Dynamics 365 mapping tool. Source : https://www.appjetty.com/blog/how-to-plot-categorized-data-for-multiple-entities-in-dynamics-map-integration/ There are different ways to get feedback from the customers regarding their experiences with your organization as well as your products/services.
Even with many platforms available to communicate with your customers, good old surveys make for the best way to get their feedback in a more organized way. Especially if your survey tool is well integrated with your CRM, then you can craft, send, and analyze the surveys; right from your CRM. If you use Sugar or Suite CRM, then maybe you would like to check out our survey module: Survey Rocket. Created natively to work with both these CRMs and is equipped with advanced features like Data Piping, Skip Logic, Survey Automation, etc. Back to customer experience surveys. One of the best ways to assess your customers’ experience with your organization is to send out Ratings or NPS surveys. The key to the success of these surveys lies in understanding when’s the right time to send them. Is it just after they’ve received their order? – yes, if you want to assess your order fulfillment process. Is it 15 days after they’ve received their package? – yes, if you want to assess their experience with your product. Frankly, the timing depends on the questions you are asking. If you are asking the right questions, you are halfway there. The other half includes you to create, send, and analyze these customer experience surveys. In this blog, we are demonstrating how to create a customer experience survey with rating and NPS questions using our tool, Survey Rocket. It has plenty of question types to create a number of surveys for different purposes including the Ratings & NPS. To create a survey, you can either select a template from the Survey Template option or you can create a Survey from scratch. Once you’ve decided which way to go, add the basic details of the survey like title, logo, background, etc., and of the Welcome Page. After that, click on the Survey Pages tab where you can drag and drop the Survey question types from the right side Page Component section. Since we are talking about customer experience surveys, you can drag and drop Rating and NPS questions. Ratings and NPS → Survey Title: Market Research Survey to Understand Brand Positioning → Survey Page Title: Marketing Research Here the Rating and NPS question types are inserted on the Survey Page. → Rating type of Question: “How would you rate the overall experience with Survey Rocket?” → NPS type of Question: “How likely are you to recommend the "Survey Rocket" to your friends and colleagues?” You can edit and configure the Advanced Options of the Rating & NPS question types. Advanced Option includes question validator and other required options. Advanced Option for Rating question type: → Help Tip: You can add one for each Survey question. ‘Help Tips’ is text you can set to guide respondents to properly give feedback in case of complex questions. For example, if you think you may need to explain a term used in a question, you can use a tip to clarify the term or purpose of the question. → Is Required Box: If you want to make any question mandatory for respondents during the survey, select the ‘Is Required box’. → Add Question Separator? To separate the Question with a horizontal line, select the ‘Add Question Separator?’ option. Advanced Option for NPS question type: → Help Tip: You can add a help tip for this question type as well. → Display Label: The NPS question type collects the responses and segments them on a 0-10 point scale into promoters, passives, and detractors. So, add the labels: Very Unlikely for 0 and Very Likely for 10. You can edit the low and max labels as per your question. → Is Required box: If you want to make any question mandatory for respondents during the survey, select the ‘Is Required box’. → Add Question Separator? To separate the Question with a horizontal line, select the ‘Add Question Separator?’ option. Logic option for NPS question type:The Logic (Skip Logic) feature allows you to customize your survey for each respondent by applying logic to the answer choices. Based on a respondent’s answer, branching logic will be created as per the conditions defined by you. You can provide a follow-up question based on the respondent’s answer to the NPS question. Like if they choose between 5-7, you can have a follow-up question like ‘What would you like us to improve?’. To apply the logic option, you must create the survey and save it first. Once you save a survey, edit that survey which will enable the Logic tab. Click on the logic tab to set the logic for a question. You can select the required Logic option from the dropdown list for particular answers. Suppose, if you have selected the Show/Hide Questions, you can select the question from the list of the questions which you’ve already inserted on the survey page. After selecting the question and configuring other advanced options, save the survey and publish it. Then, by generating the link or sending via email or WhatsApp, you can distribute your survey. Here’s the preview of the survey: Ready to create and send customer experience surveys? Start 30-day Free Trial Source : https://www.appjetty.com/blog/how-to-create-customer-experience-survey-ratings-and-nps/ Data can be too much sometimes. Even if it is visually plotted for you. It’s easier to understand but not really easy to analyze. So, in this blog, we are going to explore the feature of the summary card that most of the Dynamics 365 map integration tools are equipped with. For the demonstration purpose, we are going to take MappyField 365. What is Summary Card Feature?The Summary Card feature allows users to get detailed and summarized information of the plotted data on the map like potential revenue, net value, etc. By getting aggregated information, users can quickly analyze and devise their strategy for a particular region! Here’s how you can configure and access the summary card feature. Summary Card ConfigurationsStep 1: Navigate to the Entity Mappings Find the “AppJetty” tab from the Dynamics 365 dashboard and navigate to MappyField 365 → Entity Mappings. Step 2: Click on the entity for which you want to configure the Summary Card details Here we’ve selected the ‘Account’ entity. By clicking on it, you will be navigated to its details page. From the ribbon menu, click on the Edit button. Step 3: Summary Card details configuration Scroll down to the ‘Summary Card’ section, select the Attribute (field), and aggregate method for that field. Here we have selected two fields: → No of employees and Sum as an aggregate method → Annual Revenue and Average as an aggregate method After inserting the details, Save the Accounts entity configuration. The summary card details will appear on the map as you have configured for the entity. How to Access Summary CardTo see how you can access the Summary Card feature on the map, follow these steps. Step 1: Navigate to MappyField 365 → Map Step 2: Plot Records on the Map To plot data, select the entity & and its view. You can select multiple entities as well. Here the three entities - Accounts, Contacts & Appointments records are plotted on the map. Under the “Select Entity” section, you will find four different icons that are advanced options. By clicking on that ‘Summary Card’ icon, you will see a popup which has aggregated data of plotted entities. If you have plotted the entity records by selecting the Territories from the Search Options, then by clicking on the specific territory area, you will also get the ‘Summary Card’ of the particular Territory. Similarly, you can search the entity records by selecting the Region or Proximity search, and by clicking on the specific area which is searched by using any search operation, you will also get the Summary card of that area. Source :https://www.appjetty.com/blog/how-to-configure-and-access-summary-card-in-365-dynamics-map-integration/ Previously, we wrote all about market research survey. What it is, why conduct such surveys, types of market research surveys, and more. In this blog, we are simply going to cover how to craft a market research survey using our Sugar CRM extension, Survey Rocket. Step 1: Install the Survey Rocket into the SugarCRM.Log-in as Administrator into SugarCRM. Navigate to the Administration page → Click on ‘Module Loader’ to install the package. After a successful installation, you can see the Survey Rocket in the Installed plug-in list in the ‘Module Loader’ page. Step 2: Activate the pluginEnter the License activation key provided by AppJetty. Then click on Validate and then save the settings to activate the plugin. Step 3: Create a Market Research SurveyAfter activating the Survey Rocket plugin, you will get the Survey related options in the SugarCRM menu. You can create a survey either by choosing a template from the Survey Templates option or create a survey from scratch from the Surveys page. In this instance, we’ll show you how to create a survey from scratch. Once you select the ‘surveys’ option, you will find the following options: → Details Page → Survey Welcome Page → Survey Pages → Thank You Page → Advanced Survey Configuration (Automatic Survey Reminders) You will get the default content and design for Survey Welcome & Thank you pages, but you can customize as per your requirement. After making the changes in the welcome page, navigate to the Survey Pages to create a market research survey with different question types like dropdown list, rating, NPS, etc. with our drag and drop survey builder. Just pick the type of question, drag it to the survey pages section and drop it there. Add the necessary data like the question, options, etc. Once you are done adding questions, choose a relevant theme for the survey from the ‘Themes’ tab as shown in the GIF. Now Save the Survey. Step 4: Preview the Survey before Publishing Here’s a quick preview of the Market Research Survey we created: After previewing your survey, you can edit the Survey and change/update the questions, design, and add the starting and ending dates of the survey and other details from the Details section. Survey Details page → Add the survey title. → Upload a logo and set background image if any. → Insert the duration of the Survey, when you want to ‘Start’ and want to ‘End’ by inserting starting and ending date & time. → Add the description of the survey. → Insert Footer Content as per your business identity. → By ticking the Allow Redundant Answer option, the customer can send in multiple responses from a single IP and the last submitted response will be stored as final. Once you’ve edited the survey, save the changes, and publish it. You can get a shareable link to the survey and start sharing it with your customers. In this way, you can craft a survey in a matter of minutes using Survey Rocket and then send it across without much hassle. Start 30-day Free Trial 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/how-to-create-market-research-surveys-using-survey-rocket/ |
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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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