AppJetty

A CRM survey undeniably holds importance for any company. It not only helps you  understand your customers’ perspectives and engage with them better but also  helps you tweak your product(s)/service(s) accordingly. However, if your surveys  are not relatable for your audience, they may not be able to collect valuable and  actionable insights. Therefore, a CRM survey should be relatable and engaging for the audience to  drive high response rates and gather valuable insights for you. Let’s understand  what all advanced survey features you should look for while choosing a CRM  survey module to make surveys engaging. Data Piping The exchange or movement of data between CRM and surveys is called data  piping . There are two types of data piping in a survey : Forward Data Piping When the data moves from CRM to surveys, it is forward data piping. This feature  auto-fills a number of recurring survey fields like name, DOB, address, etc. The  pre-filled surv

Any business, and that means anywhere there is an exchange of goods and services for money or other goods and services, needs to have a database and a ledger. Years ago, it was in books, written in ink, then it moved to computers on spreadsheets, and then finally to Customer Relationship Management tools. Now the CRM has become much more sophisticated than it used to be and it is available in your pocket. Our product TapCRM, a SuiteCRM mobile app, puts your SuiteCRM on your phone and gives you some special mobile specific features. There are 6 major industries that we are talking about today that can leverage the benefits of having a mobile CRM. Here are the six industries: Services Retail Manufacturing Real Estate Health Care Agriculture Let’s take the use case of each industry: Services: The service industry depends quite heavily on field work. Equipped with   TapCRM , your team can have access to all of the CRM wherever they are. If your company deals with

Once upon a time, the salespeople out on the field who used to drive around, meeting clients, closing deals are now at home, in a dilemma of to sell or not to sell? When things are different now, businesses can not operate as usual. On the flip side, the best sales advice you might have right now is,  of course, yes, this is the perfect time to sell. But with a different approach. Kindness will make you a winner Because people will remember you for it. The majority of businesses, large and small, at present are stepping up and giving back to society. For example, gyms giving online exercise lessons, celebrities coming online, trying to support people mentally. So, the best way to move forward would be to use this time to support your prospects & clients. Hear them out, and offer help. Here is how: What you can do strategically – Emphasize that businesses are stressed, some slowing down, some picking up the pace because of the current demand trends. How

Ahmedabad, Gujarat, India — April 22, 2020 — AppJetty, Biztech’s child company, today announced the availability of Activity Calendar on Microsoft AppSource , an online cloud marketplace providing tailored line-of-business solutions. Activity Calendar, used and loved by thousands of businesses, is a calendar extension for Microsoft Dynamics 365 that lets you instantly access and manage all CRM appointments and tasks from a single calendar screen. “We realized that our customers were experiencing major management issues by maintaining their CRM activities in multiple places,” said Maulik Shah, AppJetty’s CEO. “To eliminate the back-and-forth, we built a solution so they can add/edit/delete and perform all the operations from a single calendar screen that gets synced into the CRM instantly.” Activity Calendar comes with separate resource and customer calendars so you can manage each of your assets on an individual level. “We’re proud to offer Activity Calendar to Micros

What does it take for a Finance or an Insurance company to be successful? First and foremost, an army of on-field agents with a friendly attitude, and market knowledge. But most importantly, a decent route mapping software because your reps have to get to their visits on time. And the time spent in the office, juggling client records, trying to map the right route, grouping prospects, calculating traffic would take most of the time of their day. While your Agents work independently, arming them with Dynamics 365 Mapping tool would help organize their entire schedules seamlessly. With the Dynamics CRM Map Integration , it will be easy to access the current client database and map their records. And that’ll their playground. Here’s what more they can do with it: Insurance  From a single map, where you can find all your customers, it gets easier to route a map and optimize it to save time and resources. Your reps can make their drives productive with the