‘Customer Support’ has undergone a huge transition over the years. From haggling with the customer support executives on the phone to finding all the solutions online, we’ve come a long way. However, not all digital experiences are up to the mark. Not all of them are engaging, user-friendly, and responsive.
To be able to provide the customers with what they’re looking for, it is important to have customer portals. With the help of it, you will be able to render glitch-free personalized experiences that reach the expectations of your customers.
Significance of Client Portals
If you have worked around customer portals, you must have come across some of the common ones including portals for banking services, mobile network companies, water connection portals etc. On the other hand, the customized client portals come with features that can address the precise requirements of your customers with the help of specific tools, services, and content. For example, if you need a WordPress Client Management portal, you might have to get in touch with a company which can customize it for you.
So, what are the traits that your Customer Portal must have to be able to serve customers better? Let’s take a look:
Offers Superior Self-Service
A recent study has proved that almost 59% consumers and 71% business buyers feel that if there is a self-service portal available to them, they feel more connected with the brand. Also, facilities like Knowledge Base, Chat Services, and Service Requests are no more a privilege. They’re more of a necessity.
Most of the clients expect the above-mentioned self-service facilities from a portal. So, whether you have a Drupal, Joomla, or WordPress Portal, it must have the potential to offer an excellent self-service experience.
Is Dynamic and Adaptive to Change
One of the most important traits that a portal must have. If a portal cannot adapt to your business needs as and when your business grows, it’s of no use. Get in touch an organization that works on an open source software which is flexible and enables easy integration.
In case you don’t want to hire programmers to work on your portal, you can choose to invest into a portal that provides you with the features and functionalities you’re looking for. You must also ensure that it is user-friendly and non-technical professionals can use them.
Is Safe and Secure
Customer portals can be vulnerable. These possibilities are likely to go up if you have a WordPress customer portal. So, in case you’re looking for a WordPress Portal, you must ensure that the it offers you with SSL and encryption. It should also offer your users with a sense of security when they are accessing sensitive documents like invoices, credit card information, and address.
It is advisable to ask for a trial period to use the portal and opt for it only if it seems secure for you and your users to access information.
Has Analytic Tools
Stagnant digital experiences are boring. If you want to render value through your WordPress Client Portal, it is important to evolve. And this is possible only if you have tangible values that help you to analyze and scrutinize the aspects you can improve upon.
Invest into a portal that helps you to understand how your pages perform, whether or not users are able to find what they’re looking for, and what features has a negative effect. A superior quality portal comes with comprehensive analytic tools as well as reports using which you can know about the impact of your portal on the users. Once you obtain information from the portal’s analytic tools, you can work towards enhancing customer experiences.
Has Customer Centric Functionalities
A customer-centric portal is the one that comes with functionalities that are beneficial to the end users. It is less likely for two customized customer portals to be like each other as every business has different goals. Now, whether your software comes with security hierarchy, multi-language support, or advanced search functions ensure that it can solve the problems of your customers in the best possible way.
Although there are several elements responsible behind the making of a good client portal, it is worthy only if it helps you to build up a loyal customer base. The one which is tailored to your customers’ experiences will provide your organization with the success that you’re looking for.
Provides Scalability with Business Growth
Irrespective of your business goals, your portal must have a good level of scalability. Get it built in such a way that it can mitigate against the disasters, if any. Which means, it should not only be safe but should also have the potential to cope with the increasing workload and be adaptive to business growth.
Mobile phones and the apps within are our soulmates. We connect with them, they know everything about us and fortunately or unfortunately, they’re an integral part of our world. Not just a part of our personal lives, but also a professional one. Especially, if the job entails traveling. As and when mobile apps gained popularity, businesses of varied sizes embraced them so that they can get competitive advantage over their competitors.
Along came CRM apps, and made the whole aspect of customer relationship management easy as a walk in the park. They enabled the users to do everything right from sharing documents with their colleagues to chatting up with teammates about the status of a particular client deal. Take a look at couple of statistics and figures:
These figures are clearly indicative of the fact that having a CRM Mobile App can help you go places. With the help of it, you can conduct an array of activities like marketing, sharing of data while on the move, making data entries etc.
The market is full of CRM apps and if you are a business owner, you must have heard about entrepreneurs investing into a Sugar or SuiteCRM mobile app. However, not all of these apps are worth buying. A CRM mobile app is useful only if it is compatible with the work setting of the company and simplifies the usage for its users. So, what are the features it must have and what features should you consider? Find out below:
Device ResponsivenessApproach a company that sells a CRM app and they will say that their CRM solution works with different smartphones, operating systems, and other devices. But it would be wrong to believe it before checking things out. Sometimes, mobile devices might have certain features that a computer doesn’t.
For e.g. The GPS facility. During such times, it is crucial that you check for the device responsiveness. If you have a SuiteCRM app and your sales executives make use of Android technology on their mobiles, you can invest into a SuiteCRM Android App. As most of the CRM solutions available today work on smartphones or tablets that powered by Blackberry, iOS, Windows, and Android, you need to figure out which one works for you.
Using a CRM app, you can not only manage your customers but supervise different aspects of your business. Now let us find out how to do CRM apps different departments of business:
Mobile CRM app enables your sales executives to access client data remotely including latest interactions and contact history from their mobile devices.
Shorter Sales Cycle
When you have access to the right data in real-time, your sales professionals can get back to customers promptly and it leads to quicker and shorter sales cycles.
As the sales staff has access to data and information pertaining to important resources, it saves their time spent in interacting with the customers and gathering their data.
As Sales Managers get real-time access to sales reports shared by the field staff, they can keep themselves informed about the status of all the deals. These improved insights lead to better team-work and efficiency.
Ask Yourself These Questions Before Investing into a Mobile CRMIf you want your sales team to handle sales management, contacts, as well as productivity, it is important to find the right mobile app. Here’s how you can go about it:
The general dislike towards haggling with customer support and regulatory agencies is well-known. As such, who likes overwhelmingly endless forms, long wait times, and queues for fulfilling their demands? If you think that these processes are frustrating just for the customers, you might be wrong. The employees who need to manage the flow of the application and process them well are even more flustered.
Thanks to the digital transformation and advancements in cloud technology, you can digitalize the customer support process. The merger of CRM and CMS is one such magical occurrence. And portals make it even better. You can connect with your customers and manage their data by having control over it. It makes customers happier and enables agencies to work with better efficiency.
Being one of the popular portal providers for Dynamics CRM, people often come complaining to us about the cost of Microsoft Dynamics CRM Portal. They say it would cost them an arm and a leg if they invest 500 euros into it and would prove to be even more exorbitant when it comes to adding new customers. Furthermore, they even dislike the user interface and don’t find it user-friendly.
They want a solution that is efficient, easy to use and cost effective. And that’s why AppJetty is herewith Dynamics CRM Portal for WordPress. It makes the task of managing documents, cases, schedules, accounts as well as order sheets absolutely seamless! Also, it just doesn’t process your database but also keeps all the records in detail.
Let’s check out some of the features of our Dynamics CRM Portal and the benefits it can render you with:
Easily Configurable & User-Friendly
AppJetty designed DynamicsCRM WordPress Customer Portal with the intent to extends the basic functionality of MS DynamicsCRM and make it all-inclusive. Apart from the compact layouts we have created, we have organized and stacked elements on the dashboard. With the help of it, users can operate the portal with seamless navigation. Now, let’s talk about the configuration part. ‘Rapid Deployment’ are the two words which we would like to use when it comes to setting up our portal plugins. They are ready to use and will start running in a matter of few minutes. As an Admin, you just need to sign into the system and you are sure to have one of the finest user experiences.
Solve Problems Easily
As a business owner, your biggest goal should be to eliminate the gap between the problem of your customers and fixing them. And you would want this process to be hassle-free. With the help of Dynamics CRM WordPress Customer Portal’s ticketing system, you can not only process your database but also keep all the records in detail. One of the major benefits of our portal’s ticketing system is that it enables CRM users to communicate with customers without sending them long emails or haggling with them over calls. You would also be able to manage cases, documents, schedules and accounts with utmost ease and save a lot of time.
Keep Your Data Safe
If you have a business, you must understand the importance of data security. And here, we are talking about your customer data. The best part about our portal plugin is that it acts as a simple gateway between your Dynamics CRM and WordPress CMS. Which means, it doesn’t store any data to our CMS’ server. The data of your customers remains completely secure on your servers and WordPress offers the needed interface to the end users with protected access. The best part? Our developers have also ensured that Dynamics 365 Customer Portal for WordPress does not bring any vulnerabilities to your CRM data.
Work on a Customized Dashboard
Fixed dashboards can get quite mundane and boring! And then, you might want to set different themes, arrange page components the way you like and keep changing colors. Our Dynamics CRM Portal, helps you do just that. It comes with an intuitive user interface and offers seamless navigation. You can set and arrange different dashboard elements and work around frequently usable modules with ease. As an admin, you just need to choose standalone or full-length page templates with the header and footer theme. And no getting overwhelmed with the number of features and tools! Just run a search tool from the dashboard and you can find the information you are looking for.
It’s time to get over the traditional help desks and call centers. With all the above-mentioned benefits and many more, our Portal plugin is sure to make you and your customers smile. At AppJetty, you can find a range of Microsoft Dynamics CRM based portal plugins. Check out the features and functionalities of our products in detail by visiting our store now!
View Original Source:
We are glad that we are a few generations ahead and we do not maintain the customer records in a huge pile of files. Digital migration of files into servers and then came 3-tier architecture to give birth to the CRM as we know today. Yes, there is another element that made the 3-tier architecture enhanced. It was cloud computing.
MS Dynamics CRM is one of the leading cloud CRM applications. Though for still traditional businesses, there is an option for On-Demand Dynamics. In either of the cases, Dynamics is one of the top 5 CRM applications for the large enterprise segment. The primary reason for Dynamics to remain at this spot is the diverse use cases that lead up to enhanced productivity for businesses.
Moving from a custom CRM built in Java or another redundant technology to Dynamics CRM feels like moving from Nebraska to Los Angeles. However, it is criminal to want to have Dynamics CRM alerts to work in the same manner as you used to work with your older, less capable, and less intelligent system.
Dynamics 365 Alerts and NotificationsYou must not expect to keep having the older habit take you back to the Stone Age. The ancestral CRMs would send you an email for various reasons why your CRM finds the need to tag you. And, that was almost magical in that ice age. Let those dinosaurs rest. Microsoft Dynamics CRM notifications are real time and they work in similar fashion as the ones on your mobile app.
For example, LinkedIn notifies the users for every new connection request, for post notifications, and several other updates. These notifications appear in the LinkedIn Web App as well on the Mobile App (if configured). However, that is not all. These notifications also replicate on the registered email address. We may set up rules to map these notification emails in a silent inbox label; is there any logical view to have a dump of emails? Do we ever visit that label except when we need to clean up?
Similar to push notifications of the Web 3.0, Dynamics 365 alerts and notifications provide an inventory of real-time notifications from the CRM itself. Users can directly access these notifications and take an action. Elementary stuff!
Utilizing the Dynamics 365 Alerts to Improve ProductivityBesides the standard alerts, the CRM admin can look at business-specific use cases that will improve productivity. These custom Dynamics CRM alerts could be to notify the specific group of users when a certain event happens for a given contact or group of contacts. An event could be as small as a document upload in a CRM contact. Or, it could be the contract licensing approval for a new project kick-off.
Custom Dynamics 365 alerts could be a game changer. A CRM as powerful as MS Dynamics could do a number of predefined chores without much effort at all. However, not all businesses operate in a similar fashion. Even the businesses of exact same nature could have different processes to achieve a similar output. The developers of Dynamics could not have compensated for these requirements, as they are not widely in demand. Therefore, in order to make the best use of your CRM, you should figure out the best method to manage internal notifications for your business.
ConclusionDynamics CRM is like Pandora’s Box. They offer a wide range of features and in most cases, businesses do not even utilize 20-25% of all of these. However, while that is correct, there are also business-specific use cases such as custom Dynamics CRM alerts. You should explore the third party plugins available in MSAppsource. The Dynamics 365 app store ensures that there is a free trial or a test drive available to each of the plugins available there.
According to Gartner, there will be more than 25 billion connected things by 2020. It means the Internet of Things is going to be a huge connected network between people-to-people, people-to-things, and things-to-things. It is not only connecting with us more, it is also changing the way we live. Whether we prefer to notice it or not, yet IoT is transforming our surroundings and will keep on doing it.
Now, let’s talk about CRMs. In earlier days, the focus of CRMs was to reduce the cost around customer acquisition, retention, and servicing them. Now, it has customer portals that look after saving time and resources along with cost cutting. It also strives to provide quality of services to customers. Sugar CRM facilitates enterprises by enabling them to build customer portals to better their engagement. Suite CRM is built on SugarCRM community version, which also builds dynamic SuiteCRM Customer Portal.
Blending Automation with Convenience
So, IoT is changing the way people live and Sugar CRM is changing the way enterprise work. Now what if they both work together? This synergy will create an environment of predictive and preventive functionalities that send alert for future actions. Such a system will notify your customers in advance before they face any problem and provide a service or solution to the issues they might face in the near future. IoT will decode the buying pattern of the customer in real-time, and it will help the SugarCRM Self Service Portal or application to include them in the right marketing campaign.
Is it possible?
Yes, it is possible to use 'Internet of Things' and integrate it with SugarCRM Customer Portal and applications. The major three components of IoT can generate huge benefits for organizations if it works in sync with CRM. These three important components of IoT that your Sugar CRM solution can optimize are:
Exemplifying the Ease of IoT and SugarCRM
Consider a scenario of a hearing aid company. The hearing Aid Industry has become more advanced. Now it is trying to introduce innovative features in their product lists. Examples could be longer battery life, Bluetooth compatibility, noise reduction. It is also introducing products for controlling your hearing aid device through smart phone, etc.
Let us take few scenarios from this company. It will help us to understand how IoT helps in providing services to customers, with the help of IoT and its integration with CRM.
3 Different Scenarios Where IoT is Taking the Customer Experience to The Next Level.
In all these scenarios, how the company official will get to know about all the issues? That is because a sensor placed in the hearing aid instrument sends notifications to the central application. It creates an alert in the system that there is some issue with the battery or instrument, and needs replacement. As being an open source, SugarCRM can render IoT alerts in different ways with flexibility. These are,
Apart from this, IoT with SugarCRM can also help sales and marketing functions in multiple ways. Real-time data generated by IoT will you to help understand in numerous ways. It will tell you usage of the product, buying patterns of the customer, opportunities for cross-selling and up selling, deciding flexible pricing, etc. Your sales team can analyze the IoT generated data to decide future campaigns by knowing the right customers.
It will help them reduce the cost in terms of market research. This data can also help the marketing function to identify those customers, who are not using your products anymore. For such customers, you can run separate campaigns, or invite them for trade shows and product launch programs, and try to retain them.
So, why wait? Leverage the power of IoT and Sugar CRM and get the best out of your business. It will make the work flow faster and user friendly. This will also stay helpful for your staff and assist them to boost their productivity. If you wish to know more about such future app or share your views about it, feel free to reach us!
Client Portal is not just a medium for business owners to converse with their clients. It is an establishment of a new relationship. The beginning of transactions through messages, documents and invoices. And it can be quite tricky to pursue a digital relationship like this one. You might face pitfalls in terms of support turnarounds, information sharing, and appointment bookings. And that’s why, you would need a client portal in place that takes care of all the above requirements.
Talking about client portals, the option you go for depends on the kind of requirements you have. For example, if you are looking for a portal that helps with WordPress Client management, just type “client portal WordPress” and you will come across several companies that can provide you with the same. Also, all of them will claim that theirs’ is the best portal in market, leaving you utterly confused. You will also find companies that provide an amalgamation of CRM & CMS.
Well, irrespective of the type of client portal you zero upon, what you need to understand is, the portal must render your customers with more access and control over the information that you share mutually. If you are planning on investing into a client portal, this article will give you important insights on the steps you need to take for ensuring that the portal is flawless. So, let’s go!
Stitch in TimeRemember the episode from the popular sitcom Friends? Phoebe keeps on hold for hours together just so that she can speak with a customer care executive and get her phone repaired before the warranty expires. She dozes off while doing so. Quite obviously, that doesn’t work these days. According to Zendesk, more than half of the customers appreciate if you value every second of their time.
So, whether you choose a WordPress client management portal or a Joomla one, you need to ensure that it saves time and comes with a feature that can take care of your client queries without having to pick converse on call or send an email. And in case they must speak with your support staff, you can provide them with the facility of scheduling appointments through your portal. It will save a lot of their time.
Ensure It Is IntegrativeUnfortunately, having a client portal alone won’t suffice. You need to link it to your customer relationship management software. During the initial years of your business, working merely around a portal might work. But as and when your client base grows, you might have a tough time managing several clients, their queries and switching between your portal and other platforms.
If you want to keep this inconvenience at bay, you must ensure that your portal is integrative with CRMs and Google or Microsoft calendars. You will be able to find several plugins that might help you bridge this gap. Let’s say you choose a WordPress client portal plugin. Now, you would be able to find different combinations of WordPress as a CMS along with CRMs like Sugar, Suite, and Dynamics.
Make It PersonalizedEver had to deal with a client who doesn’t appreciate changes and asked for an old feature back? Well, if you have used client portals, a scenario like this is common. According to a Customer Service Trends Report by Kayako (2017), 90% of customers ask for brand continuity across different channels. So, even if you have a digital portal, it shouldn’t serve any less than your brick and mortar office would.
To bring this consistency across different channels, you need to communicate right with your portal developers and ensure that they personalize the portal with colors, logos, and features of your choice. Also, when you keep your brand impression unswerving, the clients would think of the interaction space as more trustworthy. They would also keep coming back without reluctance and would be able to resolve their queries with ease.
Let’s Conclude…Like we mentioned above, it is must for a client portal to have certain qualities if you want to provide a glitch free customer support. And we hope that we provided you with some useful insights. What other qualities would you want your client portal to have and what steps would you follow to ensure that it has them? Feel free to share.
At many of the warehouses and inventory stores, there is a common issue about the social status of the shelves. At one end, you will see a shelf that is enjoying prosperity with a high status. You can see big chunks of products that are relaxing there on the shelf from weeks. They are having their lazy days with a silky layer of dust. Even the stock balance sheet of your CRM has a damn high status for them with some big figures.
On the other hand, you see a shelve of a deprived class of shelve that constantly stays empty. There are high selling products that mark their spot on the shelves but misses the fortune to enjoy the luxury like the above ones. They arrive and in a short while, they have to leave the spot. And in your Microsoft Dynamics Inventory Management stock balance sheet, they constantly run with scarcity and have a low status.
The Misery of Overstock and Understock
The social cliff mentioned above is commonly known as understock and overstock. It is the imbalance of the inventory which ignores the input and output demands on your warehouse. Hence, you end up loading a big stock that has very less movement. On the other hand, you have a range of fast moving products and constantly stays out of stock because of their selling pace.
So, you are loading unnecessary stock and the stock that is necessary for your inventory, it falls short. This misery of overstock and understock leads your inventory to suffer losses. Even if you try to load your fast moving products as per its demand, you might face issues in finding that extra space. Thus, all this end up resulting damage to your business growth. Now the question here is, why does it happen and how?
How Do Overstocking and Understocking Happen?
You might have your inventory management streamlined with your Dynamics CRM yet, it is unable to bring efficiency. Let’s look into some probable reasons which you might relate with:
Outdated Tools and Process
If you use outdated tools or have limited features in your Microsoft Inventory Management Software, it might result in one of the two. You might have installed the system years back and did not pay any attention to update it. Such outdated systems also fail to manage your inventory in a well-defined manner. When your existing system is unable to notify you when your stock goes down, you might suffer such inventory cliffs.
You have several levels to manage in an inventory to manage. From store level management to inventory distribution, your employees have to look after every single thing. This makes your inventory management system complex. Here it becomes difficult to manage your inventory and keep a track of all the products.
According to Retail Wire, one of the top five most common reasons for overstocking are data disconnect. When your inventory management is unable to sync and integrate with the entire system it fails to tell you where you are storing short or going high.
Lack of Insights
Analytics are crucial in inventory management. There is an intense need for you to understand the demand and supply of your inventory. This will help you to stock as much as you have the demand for. Weekly, Monthly and Quarterly reports will help you to scrutinize you warehouse capacity. When you don’t have any analytical data in your hands, it makes you suffer with over the limit stocks.
How Can You Cope with Overstocking and Understocking?
It might seem a bit tough for you to overcome the challenges of overstocking and understocking. But it is not that tough too. A well-defined inventory management extension for Dynamics can be a help to get over this imbalance of inventory. AppJetty offers you a Microsoft Dynamics Inventory Management Software extension that has all the features to help you to maintain equal stock in all your shelves.
Let us talk about some of the core features of this tool. It will help you to manage your inventory in a better way and coup with the hurdle of overstock and understock inventory. These top features are:
Low Stock Management
Whenever your stock goes down to a certain amount, the Dynamics CRM Inventory Manager sends you an alert. This will notify you that certain products are about to get out of stock. So, you will be able to place new orders and will never run with no stock status. All you have to do is set parameters and add values on what amount, you need refills. It will also place the order whenever you are about to run out of stock.
In an inventory management system, periodic reports and analytics are utmost important. You will have to know which are your best selling products and which are not performing at all. AppJetty tool generates inventory reports and analytics charts. This will help you to know on which products you will have to focus more and save them from getting out of stock or overstocked. So, you will not miss out any update and will keep your inventory as per your needs.
Manage Warehouse and Stock
You have a serious need for an accurate inventory management system if you are facing an imbalance in your stocks. AppJetty inventory management tool helps you to resolve such inventory issues and provide you exact figures. This way, you never have to face any mismanagement in your inventory stocks.
So, break the ice for your non-selling products and break the luxury of their shelves. AppJetty’s Microsoft Inventory Management Software will aid you best. It will not only prevent you from loading excessive or falling short of products but also will help you to streamline your sales.
If you want to know more about this tool or how it will overcome your overstocking and understocking issues, feel free to ask. We will be happy to help you!
Calendar is the base of your work processing. Thus, it becomes utmost important to have a fully functional calendar that can meet all your needs. This blog will guide you on how to choose the best calendar for you.
There are two ways in which you can manage your work. One is a disciplined approach and another one a well-systemized approach with less discipline. But in both the scenarios, one thing is necessary and that is - sticking to a strict schedule. You cannot afford to postpone your today’s tasks and work on them tomorrow. This practice will definitely end up with a heavy stockpile of work on your head that is making you fall on the ground.
Thus, it becomes important to streamline your work with a well-managed calendar. A calendar that gives you all the space to enlist your notes, tasks, meeting, and all other jobs with detail. This creates a demand for a Dynamics CRM Calendar app that can sync with existing CRM and help you execute your business operations in an organized manner. Such implementation will empower your system to drive your business operations productively.
Recently, Microsoft powered Dynamics CRM has announced that they will discontinue Dynamics CRM Service Calendar from their regular CRM functionality offering. This directly means that user will not be able to access calendar in their Dynamics CRM. Now, users will have to buy calendar extension, which comes with a big cost. Addition of existing cost to Dynamics CRM would probably load up small to midsize enterprises. Here, getting a pocket friendly and fully functional calendar plugin will work as the best escape along with advancement of your existing tool.
What Features You Must Look for In Calendar?
Here in this blog, we will guide you to pick the best calendar plugin features for your enterprise. One, that can enrich the productivity along with user convenience. So, top features that can perform as Dynamics All in One Calendar for your business are:
Along with you employees, the administrator also has a need to personalize the look and usability of the calendar that can make it more comprehensive. Using different colors to highlight tasks goes best. It will also allow system admin to show priority level of different task
Make sure that sharing activities with co-workers and authorities is easy. Having Multiple Activity Management features goes best with it. With this, you can select and assign different activities while creating new tasks and that reflects 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 date, end date. It will automatically synchronize all your activities in the CRM activity module.
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, getting such a Calendar Plugin would be a good idea.
Dynamics CRM is one of the first customer relationship management tools. It still holds the legacy of being the most popular CRM. To make this CRM system more comprehensive, there are several many Dynamics CRM Plugins. These plugins better the way Dynamics CRM helps you to manage the relationship between your business and its customers. With it, you can connect with customers, understand their needs and help them out whenever there is a need for it.
These plugins also help you to collect, sort and analyze the data. Also, they offer umpteen benefits for your business and also uplifts your business value. Dynamics Add Ons not only help companies but also customers by offering them numerous benefits. They work in a strategic manner and help you in many ways. So, let us talk about the top 3 strategic advantages that you can drive with Microsoft Dynamics CRM Plugins.
Benefit 1: Customer Segmentation
Customer segmentation is one of the most important aspects of any CRM. It also allows to allocate service resources reasonably and formulates the corresponding service strategy in a more streamlined process.
Segmenting the customer stands for classifying them on the base of similar information in categories. Using an MS CRM Add On will make it easy for you to do so. Moreover, you will be able to know your customers based on categories and priorities. It will help you to know to make a set of customers on the basis of what they want from you and what services they are taking from you. With this, you can provide better and personalized service to customers according to their choice patter.
Benefit 2: Customer Value
Increasing your product quality, innovating your offerings and the internal resources of your enterprise is not enough. Especially when you want to gain edge over your competitors. There is a need to produce higher customer value to have a competitive advantage. The intuitive understanding of the customer is the source of competitive advantage. It is crucial to know what customers prefer to purchase and what they perceive as a lower cost and higher benefits deal.
Doing this with Dynamics CRM can get complicated but plugins make it easy for you. The Dynamics CRM plugins will help you to gain such competitive advantages with its integrated data analysis. A customer value analysis will help you to find the difference of profits that every customer contributes. This way, it will guide you to pay more attention to the customers that can bring great profits.
Benefit 3: Customer Satisfaction
The purpose of any CRM is to enhance customer satisfaction and the quality of service. But here’s a fact. If customers left the engagement with you at a huge satisfaction level, they are sure to return. They also like to check all the options available to them. So, you end up losing a customer.
A well-designed plugin for Dynamics CRM can help you to retain them and continue your relationship with them. There are plugins that analyze your customer data of all time. They identify valuable customers who opted for your services in the past but do not opt for them anymore. After identifying these customers, it automatically connects with them. It sends them the latest updates, new offers, discount vouchers and all sorts of information that can make them interested in your services back again.
So, if you also wish to excel your business growth with Dynamics CRM, it is the to check out some Dynamics CRM Plugins and get the best out of it. There is a good range of such plugins available that help you to scale more growth.
We cannot ignore the fact the world sculpts itself in a new shape every day with the injection of ecommerce. Entrepreneurship also has its own kind of technology driven motivation. Ecommerce, Entrepreneurship, and technical innovations, all go hand in hand. Moreover, they all play a major role in sculpting our world.
What does an eCom entrepreneur need? The primary thing that creates a mature entrepreneur is an idea. In addition to an idea, having a knack of grabbing opportunities develops entrepreneurship. Entrepreneurs must know that the growth of their business is directly relative to the user happiness! The more the users enjoy their shopping experience, the more they tend to like you.
Apart from the shopping experience, another aspect you need to focus is on customer relationship management. Microsoft Dynamics CRM is one such tool, that governs this. To boost the relationship management, various other tools from AppJetty are the products that you need.
Inventory and a Warehouse Management in our hyperactive world is a serious task. In fact, to manage the supply chain and the delivery system itself a mammoth task! Managing the inventory with a few, other tasks necessitate the tools for your online portals.
AppJetty has the capacity and range of products that act as catalysts for your online firm. It is a one stop solution for all your eCom troubles. Here we discuss the Plugins, AppJetty powered dynamics CRM tools that aid you in managing your customers.
Here is an introduction to each one of these in detail:
1. Inventory Manager
Before understanding about this product in detail, let us understand why do you need inventory management.
Inventory Manager is the most vital element of any business and manufacturing economy. It manages the demand and supply chain after the manufacture of goods and before shipping off to the delivery location. If inventory is under mismanagement, there may be dents in the supply chain. The products may suffer an unwanted halt in the supply chain, pushing the delivery dates to the shore. This compromises with the profits. In addition, it leaves the customer in discontent. This in the end results into incremental negative consequences.
What is Microsoft Dynamics 365 Inventory Management?
Microsoft Dynamics 365 Inventory Management is an enhancement of the purchasing assistant tool. It is fully-fledged technical inventory manager for your Microsoft Dynamics 365 inventory management. It lets you manage and keep a track of your entire inventory. As it is an up gradation of the purchasing assistant tool, you can generate purchase orders, add, and modify suppliers.
Inventory Manager aids in an inward and outward flow of stocks. Wouldn’t it be worth an investment if you could maintain your stocks and provide timely delivery to your customers? And have a tool which guides you and alerts you for the goods which are low in stock?
With this tool, you can never run out of stock and never have too much of stock! If you are looking for streamlining your purchase and stock keeping procedure then Microsoft CRM Inventory Management is everything you need. Inventory management creates an environment where you can trust the changing supply chain requirements. It creates an environment where, the accuracy of your inventory is absolute.
2. All In One Calendar
What is Dynamics CRM All in One Calendar Plugin?
The MS CRM Calendar Plugin, in a calendar format, all effortlessly manages your vital activities like tasks, appointments, phone calls, letters, fax, emails, and custom activities. You can view the calendar in multiple view formats like List View, Timeline View, Gantt View, Top down View, and Agenda View along with Day, Day Span, Week, and Month View.
Why do you need All in One Calendar Plugin?
Ideal CRM software is one that takes care of tasks of all your departments and helps the workers of your firm to connect with the clients in a healthier way. It lets you bring all the workers on a common platform. It takes ownership of different aspects of your firm and improves productivity.
Dynamics CRM All In One Calendar Plugin is a calendar solution for Dynamics CRM, which manages activity. It keeps the activity of CRM users in check. It gives you a bird’s eye view on yours and your team members’ tasks. You will never miss important events and deadlines as you always get notifications. A super admin authorization allows you to personalize the look of the tasks in the calendar in accord of the priority.
You can also view holidays apart from managing day-to-day activities, specified by the admin. With the assistance of Microsoft Dynamics CRM activity calendar Plugin, you can also look at the activities form one of the statuses including “Cancelled,” “Completed” “Open,” and “Scheduled.”
Investing into All in One Calendar Plugin is a wise choice.
View Source: https://www.appjetty.com/blog/five-must-plugins-microsoft-dynamics-365-crm/
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.