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TapCRM: How These 6 Industries Can Use It

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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

The Best Sales Advice to Survive COVID-19: To Sell or Not to Sell

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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

AppJetty's Activity Calendar is Now a “Preferred Solution” for Microsoft Dynamics 365

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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

How the Insurance and Finance Industry can Grow with Dynamics Maps

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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

It is Time You Revamped Your Sales Funnel

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A conventional sales funnel has basically four stages: - In the   awareness   stage, customers visit your site as leads where they learn about your product(s)/service(s). - In the   consideration   stage, leads research other options that might be more cost-effective or more efficient before they decide on one brand. You convince them to consider your product(s)/service(s) over your competitors’ and provide them with the information about what they need to know for resolution of their issues. They thus become prospects and then turn into qualified prospects when they eventually see value in your offering(s) and budget-friendliness. - In the   decision   stage, customers decide to go with the best-fitting solution after having researched all the options available. It is at this stage that you pitch for your products directly and try ensuring that their options narrow down to only one - your own brand. - In the   action   stage, customers actually buy your product(s)/servic

Mobile CRM: The Logistical Helping Hand In A Hospital

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COVID-19 is a storm that has hit every possible industry there is. Be it manufacturing, automobile, agriculture, service, IT, and more. Some it has hit hard, and some a little less. The industry that is working the hardest and has the most difficult job is the medical industry. Hospitals are understaffed and have less equipment in comparison to the number of patients that they are dealing with. While the doctors and nurses are less in number, the administrative staff is also less and at risk. The more people that come into contact with the virus, the more people are likely to get infected. And the more people are likely to get infected, the more the chances are for the virus to spread. This is when one of the solutions is to let technology do the heavy lifting. While there are contact tracing apps that are working to figure out if one has been exposed, tech also needs to be implemented inside hospitals. And it needs to go beyond the administrative desks. Large hospitals hav

How Healthcare Industry can Improve Field Presence and Sales with Dynamics 365 Map Integration

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Healthcare employment is expected to grow by 26% by 2022 as per the Bureau of Labor Statistics. Health care is a growing industry, because of multiple factors. Among them, Human Population is one of the most factors because, with a larger population, demands for healthcare essentials would only grow. Data suggests that the population in the United States is projected to increase by about 10.8 percent. This means that there will be more competitors wanting to make their brand name. Hence, in order to grow your capital, the performance of Sales & Marketing matters the most. Because once your product gets a positive response, it is only going to grow. Because people would not want to experiment much when it comes to their health. So, how you can improve your name in such a huge and competitive market? The answer is with prompt and improved on-field performance. How? Let’s find out. Any pharmaceutical company into drug manufacturing needs to concentrat