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Showing posts from January, 2019

How to Easily Customize Default Reports in Odoo

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One of the problems of using a ready made software for ecommerce like Odoo ecommerce is that you are often stuck with default reports that come prepackaged with the software. So be it sales order or purchase order or invoice, you can’t do much with these unless you are an expert in Odoo programming. Keeping this pain point of Odoo ecommerce merchants in mind, we at Biztech, have come up with a ready made app that will allow you to customize any of your default store reports and get a more professional look for all your store reports. Called Clever All In One Report Templates , this app gives you 6 different custom template options to choose from for each of your six report types. And you can customize any aspect of these custom templates, like logo, color, font, formatting, etc. In this blog we will discuss these store reports individually and how they can be customized with our app. 1. Generating Sales Orders The sales order report template contains all the information rel

Importance of Data Piping in Creating Surveys

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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 you

Tricks that Impress Ecommerce Customers

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Gaining your customers' trust is as important as your business credibility. Be it an online store or a brick and mortar store, customers demand care and attention. A smart and intelligent store owner implements several tricks to make the online store a feature-packed one-stop destination for their customers. Though online shopping is more convenient, there are people who are scared of the procedure and prefer shopping from the physical stores. A study says eCommerce and mCommerce market is growing around 20% every year, which means by the year 2020, majority of the total population will start using eCommerce websites. This statistics will make the growing web-store competition more intense. We have gathered some tricks to survive in the cutting edge eCommerce competition. Customer - Centric Stores are the Future Sell what your customers expect, rather selling what you want! An online store built focusing on customers and their preferences gets more success. Make the storefron

Defining the Traits of a Perfect Customer Portal

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‘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 WordPre

Win Clients and Influence Markets with the Help of a CRM Mobile APP!

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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: In the year 2018, mobile devices will be a part of 79% of global internet utility By the year 2022, around 43% of global workforce will go mobile These figures are clearly indicative of the fact that having a CRM Mobile App

Simple Tricks to Improve User Experience of your Online Store

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Focusing on the cutting edge eCommerce competition, business owners need to earn their place in the hearts of their customers. Offering satisfactory and unforgettable user experience is one such way to leave a powerful impact on the customers encouraging them shop more frequently and stay connected for updates. Try to know them better for implementing the methods that amaze them. Let your customers find your store. Following are the tricks that help to make the user experience better Interaction Interacting with the customers is very important. It is the best method to show you care for them. This will make customers feel special and valued. Customer survey can help to know your customers and offer them what they expect or require. This trick will boost the sales of your online store also terrifically. Customer Support Services Reliable customer services can change the game totally. The process does not end with the selling of products; post sales services are important too. Ima

Rocket Fuel for SugarCRM Survey Integration

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Montgomery Scott enhanced transporter beam’s capability to transport matter while both or either of the objects is in the warp. Even he needed to know the experience of the transported people using his prototype. In a similar fashion, we have moved past the point that needs a discussion on whether businesses require surveys more often than they actually do. Period. There are web-based Survey plugins. They offer almost everything you can think of to manage your surveys. Except for the fact that you would need to integrate the data bridge between Sugar and whichever mammal named Survey tool you opted for. You are in fact sharing your data with them, so does your competitor, and many others. Besides that, fetching your CRM data to these tools is another roadblock. An ideal integration is the CRM extension. One that does not aim for your data. And still, miraculously makes almost all of CRM data available for personalization and segmentation. AppJetty’s Survey Rocket is a SugarCRM Su