Mobile Apps have made human life convenient and easy. It is doing the same with businesses. Today, leading brands of the business community are opting for the “smartphone approach - run anywhere, anytime” as their organizational workflow. Moreover, employees and users also find the smartphone approach more useful than old school methods. And why shouldn’t they? After all, nothing makes their jobs easier than commanding tasks on their fingertips.
Optimum utility of smartphones is giving rise to Mobile CRM Applications. And you cannot confine CRM applications to reducing operational costs and enhancing employee productivity. They also bring business intelligence to organizations. They provide you with the tangible data of customer interactions, so that, you can analyze them and adapt the best practice of all.
In this blog, we will discuss about this synergy of smartphones and CRM solutions. And how it is helping different businesses. So, let us dive in.
How it Works as Business Intelligence
Small to midsize businesses often spend more time and resources to track their operations. It slows down their customer relationships management process. Mobile CRM apps empower customers to send their requests and queries right through the app. A SuiteCRM mobile app is enabled with numerous useful features that are accessible anywhere, all the time. This way, it helps you to reduce your workload.
Mobile CRM Apps: Offering Convenience All the Way
Mobile CRM applications offers a lot more than just convenience to customers and organizations. For small businesses, CRM apps render a new life to their data. SuiteCRM ios app enrich your business operations at 2 most crucial but beneficial levels.
Level 1: Act Promptly on Leads and Opportunities
The most chaotic part of SMEs business processing is inter-departmental communication. Marketing team gets a new lead, they share it with another department. This information crawls to all the departments till the time sales representative comes and collects it.
With Mobile CRM Applications, information sharing becomes instant, transparent, and comprehensive. It operates completely on the drills of your taps and clicks. Whenever a customer sends their queries, SugarCRM Mobile App makes this information available to your salesman on the go. The app allows users to act instantly, upload the work log and enable other departments to work on it.
Level 2: Empower Decision Making
A single decision can build or destroy your business. SuiteCRM Android App helps you to better your enterprise decision making in 2 different ways. One of them is quick information sharing.
To empower these quick decisions, CRM apps renders complete insight of your operation. Through real time analytics reports, you can get all the information you might need. These reports play a crucial role to comprehend the organization’s real time progress. You can check your daily, monthly, and quarterly reports and make changes to your strategy and track the changes.
Which Mobile CRM App Works Best for You?There are numerous solutions available that offer Mobile CRM apps. One of the most trending and useful out of these is TapCRM. It is an AppJetty powered Sugar/SuiteCRM Mobile Application solution that drives business intelligence for your enterprises. Some of the features that TapCRM offers are:
These were a few features that TapCRM brings to your business intelligence. Visit the website to find out more about it.
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While we write this, implementation of giant – GDPR (General Data Protection Regulation) has already taken place. As we all know; its implementation will have a huge impact on the way in which organizations manage their customers’ personal data.
Today, we will talk about how the organizations that make use of online survey tool can ensure that their surveys are GDPR compliant. We all know that surveys are used for gaining feedbacks from prospects, customers, potential customers, employees etc. So, how should you make your Surveys GDPR proof?
Here’s a little guide for you:
Integrating Data with Third Party Apps
For example, if you use a SugarCRM survey tool and you have integrated a third-party tool, you need to ensure that those apps also adhere to the GDPR regulations. If you use a Sugar or SuiteCRM survey tool, it is best to go for an extension that doesn’t ask for you to install any other third party apps.
Obtain Permission for Data of Minors
If through your survey tool, you are collecting or processing the data of individuals under 16 years of age, you must take parental consent. If not obtained, you must refrain from sending survey to this age group. In case of data breach, you can face severe consequences.
The phenomenon of transferring your customers’ personal data from one electronic system to another is known as data portability. Also, it is not advisable to store the data of your customers using surveys.
Take Consent Before Sending Survey
In order to obtain the consent, you need to provide your customers with the reason as to why you want to collect their personal data, where will you save it and for how long will you be using it in the future.
We hope this brings a little clarity as to how to go about conducting surveys using a Survey Tool. If you are looking for a Suite/SugarCRM Survey tool that comes with the Data Privacy Module of SugarCRM version 8.0, you can consider integrating Survey Rocket.
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Smartphone technology is so victorious that it stays connected to you most of the time. It stays active throughout the time and keeps you engaged. You go inactive when you sleep off, but your phone stays live in the role. This fact is not confined to me, you or your customers or any other business owner. It is the story of almost all of us. So, when smartphones are such an important part of human life, why don’t you capitalize its utility?
As smartphones are superiorly smart, easy to access anywhere and broadly available, they can be utilized for your business too. You can extend the utility by integrating mobiles with your CRM technology. SugarCRM and SuiteCRM are the two most successful technologies that empower business processing. Integration of these technologies with mobile can serve great benefits to businesses. I am sure you would never like to left behind in this competitive market.
So, let us talk about how SugarCRM and SuiteCRM Mobile App can help businesses to scale strategic growth with its extended approach.
Streamlined and Mapped Information Sharing
As we discussed earlier, mobile stays with us active throughout the time. Thus, you can capitalize this utility with your SugarCRM and SuiteCRM Mobile App. It will help your sales team to get instant notification of their new leads and to plan the pitch. Its quick access facility makes it easy to fetch customer information in real time and strategize their approach to close the deal. For example, if your salesman is out for a meeting with a client and needs any data, mobile apps eliminate the need to go back to the office and collect the data. He can fetch the information within a few taps through the app.
For Android phone users, SugarCRM and SuiteCRM Android App bring the luxury. They can send their requests, complaints, and queries right through the app. It helps them to move over the conventional approach of “visit the office between 9 to 6”.
Strategize How to Approach Customer
Studies show that companies who use CRM Mobile apps achieved 65% higher sales targets. But who do not use CRM mobile apps could reach up to only 22% of their targets. These statistics say it all. CRM modules and features streamline your sales cycle, which helps you to prepare a proper strategy to improve the sales and targets. SugarCRM and SuiteCRM Android Apps provides more control to your sales team. They can track their customers, go through their previous meeting logs and understand client requirement in a strategic way.
Drive a Well-Thought Sales Cycle
Are you still operating with those mega files and large chunks of paperwork when you get a new lead? CRM Mobile App enriches your sales cycle and eliminates the sales hassles. It shortens the sales cycle and drives it in a well-thought manner. The centralized system of information sharing minimizes the interdepartmental dependency and process more work in less interaction. This trims down the processing time and expedites your sales cycle. SugarCRM Android App allows you to customize your mobile app explicitly for your organization structure to accelerate the business pace.
Enhance Data Insight
A CRM mobile app makes your centralized data available to all your employees 24*7 even when they are off from work. It helps them to stay updated and not to miss any single customer brief. Another benefit of CRM mobile app is analytics. Numerous CRM Mobile apps with Sugar and SuiteCRM are available with analytics, which offers better insight. You can break down information and go through minor details. Such process sharpens your sales strategy and future plans.
So, if you are using SuiteCRM or SugarCRM, it makes more sense to drive its features in a compact form through mobile apps. SuiteCRM Android App will extend its approach to a large smartphone using creed.
In any business world, time is the most precious aspect. For every second saved, you coin up more money, you optimize resources. This can be done best with an optimized business process. When you drive your workforce in an organized method, it becomes easy to operate. To make your business processing proper and organize your workforce, you shouldn’t think twice about embracing Mobile CRM Solutions for business.
One of the biggest reasons to do crm mobile app is; the world is migrating from the desktops to mobiles. Scenario of “Between the office hours” doesn’t work anymore. And these outdating scenarios are changing the way you do business. Such mega migration of internet users is bringing in a new trend for both businesses and customers. And it leads both to expect information available in real time and on the go.
So, to satisfy the needs of these changes, you should also change the way you use technology. It is the time to upgrade your CRM application to a mobile CRM solution. Mobile CRM for Business helps your sales team with immediate access of their customer database.
Key 1: Business Growth by Mobile CRM Strategy
Mobile CRM for Business provides a platform for businesses. With this platform, they can create their entire mobile strategy. Whether there is a need of customer app or distribution assisting app, a CRM strategy will always enrich it.
Key 2: How Mobile CRM Helps with Its Basic Features?
With instant request updates received through Mobile CRM, your salesperson with their smartphone or tablet and can operate these tasks,
Key 3: Advancing Your CRM with an Advance App
Confining your app with conventional features is injustice. Advancement always works! For your app too. You can develop custom apps for your customers and employees, which will add data directly to the CRM Backend. Mobile CRM Solutions also help in rolling out new app releases. So, empower your sales team to spend more time on working sales as well as customer services and less time on managing the admin work.
Mobile CRM Solutions for Business Works 360 Degree
A CRM app not just helps you manage your customers but also manages various aspects of your business. Operating throughout the organization, some of the major department it helps out with are,
Advanced App to Manage Your Customers
AppJetty, provides one of the best Mobile CRM for businesses with above mentioned capabilities. It is a CRM Mobile App available on SuiteCRM and SugarCRM platforms. It is a ready to use mobile app for businesses that enables them to manage their customers relationships round the clock on the go. TapCRM has the analytics feature. This feature adds the intelligence to your customers relationship management.
Mobile apps are changing the world and so should you also change the way you do business. CRM solutions on mobile help you to the excel your business processing. It not only saves time and resources, but also delivers a happy customer experience. AppJetty offered TapCRM is also an option that can make your CRM operations better than great.
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A good business is all about happy customers and happy customers are about good services. You cannot render good customer services completely from your office. Your sales team need to go out and connect with customers. Likewise, customers will also have to come to you for their request and queries.
So, either your sales team and customers need to make physical visits or there is no work done. But there is third option, Mobile CRM application. Mobile CRM app works as a mediator between your customers and you. It let customers connect with you through clicks and taps to seek support or to register a query. It also enables your sales team to access real time data like latest leads and newly emerging opportunities. But getting a CRM mobile app is also not sufficient. You need a good Mobile CRM Strategy as well.
Why Mobile CRM Strategy is Important?
When you have a good strategy to drive your app, half of your tasks are already done. A better plan always works. And a CRM Mobile app can assist you to make a best strategy. It drives a perfect customer service flow and make your workflow quick, efficient and error free. Mobile CRM strategy helps your sales team to target customers, uses right approach to offer proposal, converts lead into a customer, delivers service and handles their queries.
Deriving the basic feature of CRM Mobile apps not only help in satisfying customer needs, but also implant a workflow for you. A good Mobile CRM app strategy provides you with a platform to design your services, drive an efficient workflow, enable inter-departmental integration and centralize the information base. The process wherein your sales team can contact customers and your customers also can contact you, provides a compound idea of enterprise work cycle. This idea helps to strategize your enterprise processing plan.
Benefits of CRM Strategy
A good Mobile CRM Strategy can help you to win the race in this competitive business world. It not only focuses on high turnover for your business but also implant firm roots of your enterprise. A few benefits that it serves are:
Opting a good Mobile CRM Strategy is the best policy to drive your business to good growth. It optimizes your resources and take the best out them. SuiteCRM Mobile App and SugarCRM Mobile App are among the trending CRM mobile apps.
Surveys drive business decisions. And we have been hearing this for long. But the question here is, how many of these surveys are genuine? How many of them have the potential to influence business decisions? The answer is – very few. If you think that you can create random surveys on different platforms and present it to customers, it is hardly going to help. In fact, it will end up giving you wrong information and data.
Perhaps, we need to understand that market research is a scientific method. And surveys being a part of it should be standardized, detailed and articulate. An ideal, accepted and the most standardized way of conducting survey is by creating it from within your CRM. If you have a Sugar/SuiteCRM system, you can configure a SuiteCRM survey extension which helps you create surveys from within your Sugar system.
Before we talk about the extensions and their usefulness, let us understand the consequences of badly designed surveys:
Lesser response rates
More the number of unanswered surveys, the lesser will be your overall response rate. To keep the delayed responses at bay, you must make sure that your survey does not show up in the spam folder or look like virus.
Using a SugarCRM survey module of the extension, you can create multiple question types and put them under different categories. This gives more clarity and understanding to the customers about your questions.
Apart from the above-mentioned issues, there are other problems like questions being skipped, unanswered and surveys left incomplete.
Now, let us understand as to how you can get over these issues and how can to ensure that each sent survey turns out to be a success:
Make the Most Out of Skip Logic
In psychological terms, this is known as cognitive dissonance – a term coined by the social psychologist Leon Festinger. As a result of this, respondents often leave the survey or provide irrelevant answers.
To help your respondents get over these issues, you can use the skip logic feature of your Sugar or SuiteCRM plugin. When you apply it, your respondents do not need to see the questions that are not relevant to them. By doing so, you will be able to save the time of your respondents and the quality and volume of your data.
Do not bias/influence your respondents
To make sure that you provide both ends of the scale when you phrase the question. By doing so, you will be able to give your respondents the freedom to choose the answer of their choice and your Survey will remain unbiased.
Use a Good Quality Extension
Search for “CRM plugins” online and you will come across several companies that claim themselves to be the best survey extension. Well, there is a drawback with some of these plugins. The only solution to the problem is to find a plugin that is exclusive for Suite/Sugar systems.
What is Survey Rocket and Why Use It?
Survey Rocket is an online survey tool and the best solution for entrepreneurs wanting to conduct online surveys right from within their SugarCRM system. It enables you to create and send automated surveys and get updates through your customers in real time. There are no 3rd party integrations required as it works seamlessly with your Sugar/Suite systems.
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Take a walk downtown during the office hours and you will find several corporate heads immersed into their mobile oblivious of their surroundings. Just as you might think that they are busy communicating, educating, and entertaining themselves; they would be accessing their marketing collaterals and resolving customer issues. Thanks to smartphone accessibility, the concept of customer relationship management has reached another level.
According to a research study by Gartner, the businesses of today spend around $12 billion every year on CRM mobile Apps. Although this is a reality, there are several businesses that have not leveraged the power of mobile application for CRM. Through this article, we intend to acquaint you with multiple ways in which CRM mobile apps are transforming businesses worldwide. So, here we go!
Keep Ahead with Real Time Updates
Right from forecasts like this one to activity updates and performance reports, CRMs provide with real-time information to the users. Search for “SugarCRM Mobile App” and you will come across several applications that provide such facilities. The best part? Admins can also obtain hourly, monthly, and quarterly updates. These updates on the go can help CRM users in many ways can ever imagine. Things can happen faster and transactions get quicker.
The GPS Advantage
A well-designed SuiteCRM Mobile App provides location-based access to CRM users and gives them a list of leads, present and potential customers along with their locations. This facility saves a lot of time, efforts and of course, fuel.
Team Collaborations and Access
Now, as the CRM is a centralized system, it keeps all the team-mates aware and updated about meetings, follow-ups, deal status, progress reports and more. You can also obtain a customized Mobile Application For CRM.
Enhanced Customer Service
Customers need answers to their queries on immediate basis. Finding information about the status of customer queries also gets easy with the presence of CRM on fingertips.
With accurate and tangible data, real time updates and enhanced productivity, CRM mobile apps are proving to be a bliss for CRM users that are on the move.
Is There Anything Out There for Sugar/SuiteCRM Users?
TapCRM – is a Suite and Sugar CRM is a great way to provide on the go access of CRM data to your teams. It helps the users to conduct efficient operations and works on both Android and iOS platforms. And the best part is, you can get working with it in 3 easy steps given below:
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When you own and run a business, you would want that every penny you spend on it yields you positive results. One of the best ways to find out about the areas of growth in your business is – conducting surveys. After all, the data received from survey helps you to predict future outcomes of your business. But while creating Surveys, you need to maintain accuracy, ensure completeness and create defined paths for respondents.
In this article, we will acquaint you with Skip Logic, one of the most important aspects of a well developed survey; and make you understand its significance.
What is Skip Logic?
Skip logic, also known as “branch logic” is a feature that decides which question the survey respondent will see based on the answer they provide for a previous question. You can define rules in the survey based on which a custom path and skip pattern will be created for the respondent.
The Role of Skip Logic in Strengthening Your Surveys
There are times when you want to reveal certain questions based on the answers given by respondents. This is when it becomes important to tailor your surveys. Be it an advertising campaign, launch of a new product or asking people’s opinions on a particular product, skip logic saves a lot of time without overwhelming the respondents.
Survey Rocket is a survey plugin for Sugar and SuiteCRM which makes it easier for you to add conditional branching. So no matter what the survey is, you can change the question that your respondents will see depending on the answers they give.
Steps to Skip Logic Creation
Here’s how you can go about creating Skip Logic in Survey Rocket.
Step 1: CRM admin creates a survey.
Step 2: As soon as the survey is created, admin can create Skip Logic of following types:
Step 4: Respondents open the survey link and attempt it
Step 5: Skip logic is applied based on the path decided by admin
Usage of Skip Logic
Skip logic can be used for different types of projects. Whether it is the CRM Admin of a product based company who wants to find out the potential of his product as a bestseller; or an HR of a huge corporate firm who wants to change the organizational policies based on the answers given by their employees, Skip logic can come of great help.
Product based companies can use skip logic to find out what kind of audience is likely to buy the new product and what are their thoughts about the brand. HR professionals can use skip logic to know the opinions of employees about the workshops or events conducted for boosting their morale and whether or not they found it useful.
Apart from the above mentioned scenarios, it can also be used by event managers to know about the participant expectations from the event pertaining food and games.
Organizational Benefits of Skip Logic
Ask relevant questions
When a respondent doesn’t know an answer to a particular question, he might give random answers making it difficult for you to figure out what they are trying to say. So instead of asking irrelevant questions and getting random answers, you can use skip logic and display only those questions that are applicable to your respondents.
Make surveys short and crisp
Nobody likes to fill long and endless surveys. Moreover, they might not be willing to give out too much of information. Shorter surveys provide you higher completion rates and prompt answers. As the respondents will get only relevant questions, it will save a lot of their time and your data quality.
Keep participants involved
You do not want the survey participants to be overwhelmed with questions and leave your survey half way. Surveys should be just like interesting conversations that keep the respondents involved and lead them to answer in the right way. Skip logic will help you to keep unnecessary questions at bay and see to it that your respondents give apt answers to all the questions.
Make sure you integrate Survey Rocket plugin with your Suite/SugarCRM system and take better and informed decisions for your business.
For any business to run smoothly, it is important to conduct research and garner information from potential customers, regulars and consumers. Some of this information is collected before introducing products in the market and some after the products are launched. In any of these scenarios, customer feedback stands of major significance.
Surveys are one of the well-accepted methods when it comes to gathering customer feedback. But creating surveys can come with a lot of complications as one has to collect details individually and feed the data in different fields incessantly until the survey results are achieved. And thereafter, even if you get the feedbacks, it is difficult to use the data as it isn’t automatically available in your CRM. To help you get over such hassles, we created Survey Rocket which is the perfect survey solution for Sugar CRM. And the best part about it is, when it is integrated to your CRM, you do not need a third party integration solution to work with your Sugar system.
HOW DOES SURVEY ROCKET HELP WITH DATA PIPING?
Data piping involves moving the existing information from the CRM to survey. It ensures that one makes the most out of a survey built dedicatedly for SugarCRM. Using Survey rocket, one can pre-fill different survey fields from the existing CRM data. This process is best known as Forward Data Piping. It saves all the time and efforts of the sales executives spent behind filling each module.
Now, there are also times when the survey is given to the respondents and they edit or make changes to the pre-filled information. Survey Rocket directly updates and records this information in the CRM database. This is known as backward data piping.
It is not possible for all survey forms to be generic and have a ‘one size fits all design’. Survey Rocket can help you to pipe CRM data into specific survey modules or questions. This creates a better personalization experience.
WHO ALL CAN BENEFIT OUT OF DATA PIPING?
Every industry needs to make sure that they engage in a quality customer satisfaction process. And when it comes to customer centric businesses, there often arises a need to collect information through surveys. Data piping can be very helpful while creating surveys for the industries given below:
Banks: Banking surveys should be very easy to create, brand and take care of all the research needs. Using the CRM, banking professionals can also create KYC (know your customers) kind of forms for updating customer data easily. The data gets automatically filled to the respective survey fields by fetching data from the CRM. As these surveys are run regularly and changes have to be tracked each time, data piping feature comes of great help. Be it particular questions related to banking operations or generic ones, all the information can be fetched/updated in your CRM through Survey Rocket.
Hospitals: Traditional marketing methods are not working for hospitals anymore. After the term ‘patient-centered healthcare’ has been introduced, there is a dire need to integrate additional customer information so that the demands of patients can be taken care of. Data piping will help you to have more of evaluated information by offering convenience and save a lot of time.
Insurance companies: Insurance agents need to adjust to customer needs from time to time. Survey Rocket’s data piping feature helps insurers to gain data in a more comprehensive way and helps them to retain loyal customers by providing substantial results. By fetching customer data from the gained survey results, insurers can make significant enhancements in service and sales, and take care of client expectations as well as priorities.
How often you use the data piping feature of Survey Rocket totally depends on the kind of industry you belong to and the type and requirements you have.
THINGS TO REMEMBER
In order to enable the data piping feature while creating the survey, the CRM admin has to choose particular modules from Leads, Contacts, Accounts and Targets. If there are changes made to the data piping module while creating the survey, all map fields will be reset.
A STEP BY STEP INSIGHT
Given below is the basic flow of creating surveys using the data piping feature.
Survey Rocket is a robust solution which empowers your CRM and provides valuable data through the surveys you conduct. By using it, you will be able to know the preferences of your customers and obtain feedback to build successful business strategies. Data piping is just one of its features. Check out all the features of Survey Rocket and let your CRM data help you in your feedback mechanism.
Healthcare industry has witnessed a tremendous growth over the past decade. And the growth hasn’t been confined to the invention of state of the art equipment to treat patients. Patient engagement is also considered to be a crucial aspect of health care industry today. This is why Patient Portals are being adopted by several hospital authorities. So what are patient portals and how do hospitals succeed with their business by using patient portals? What are the benefits of employing them? Let us take a look at some of these aspects.
Patient Portals: What are they?A patient portal is a web based portal that holds the health records of patients and enhances patient engagement. With a unique id and password, it gives an access to the account through which patients can get all the information about their treatment and other ongoings like recent visits, immunizations, lab results, allergies, discharge summary etc. It has a great utility for the hospital staff and authorities as they do not have to keep bulky files containing patient records and flip through them every time there is a query. Prescriptions, details about visits, medications etc can be accessed easily through these portals.
Benefits of Patient Portals
Mentioned below are some of the benefits of these portals.
It is very important for the patient to be present during the time of their treatment/appointment with the doctor. A patient portal lessens the chances of patient forgetting their visit by sending emails and push notifications about the upcoming appointments. It also enables patients to book new appointments with just a click and without having to talk to receptionists or other staff members.
Creates awareness and involvement
Patient portals can create a lot of awareness amongst patients and keep them well-informed about their health by providing tips to maintain it. They can also find the results and reports of the tests conducted on them. Keeping a track of these things can lead them to the path of improved health.
Investing in a patient portal can prove to be very efficient as all the administrative tasks can be taken care of by your staff on their fingertips. Also, the patients can book the appointments and request medication refills on their own. So the staff members do not have to put efforts and time behind administrative tasks like speaking to the patients about their problems and keep them waiting for appointments.
Communication made easy
When patients meet the doctor one on one, they have brief meetings. Sometimes little time is allocated to the patient as the doctors have to see other patients too. This might bring up treatment related questions at a later stage. Through these portals, patients can have a conversation about their small concerns with the doctor and ask questions related to their symptoms. During emergencies, one can keep in touch with the doctors and get satisfactory responses. This aspect takes healthcare to a whole another level.
Above mentioned are manifold advantages of patient portals. Some studies have proved that as the patients can get an access to their health data online, they feel like they have the ownership of their own health and they can communicate with the health providers easily. It is the right time for the healthcare industry professionals to understand the increasing popularity of these portals (also known as customer portals) and invest into them in order to boost engagement with patients.
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.