5 Reasons Why You Should Integrate Your Website & CRM

No matter how small or large an organization is, it needs a CRM (Customer Relationship Management) system or software. Every organization needs to manage their contacts & keep the track of interactions with them. And a CRM system is really good at capturing customer data and making it accessible to every concerned stakeholder in the organization.

This is the reason why integrating your CRM system with your website is a very good idea. Since your website is the most easily accessible touch-point for your customers, it also acts as a great input source for gathering customer data. And if the website is integrated with a CRM system the whole process of converting enquiries to leads and following up on them can be easily automated.

In this context, given below are five specific reasons why you should integrate your CRM system with your website.

1.Single (Precise) Data Source

One of the biggest reasons of integrating your website with CRM is that it will save a lot of time of your staff (and other sales or contact systems), as you have just one single precise data source for each contact. Furthermore, because there is no manual element in adding the data to the CRM, there is less possibility of the errors being generated or duplicate records being made. When you extend this process to hundreds of thousands of contact data being received from your website forms, you will have a centralized and accurate data bank of potential customers, that you can confidently use for better sales conversions.

2.Reduce Administration Overhead

If your website and your CRM are not yet integrated then perhaps you’re spending far too much time by manually copying and pasting the most recent order, enquiry or other data from your website to the CRM, or worst of all, not fetching that data in your CRM at all.

With the automated integration between the two systems, you are reducing your administration overhead (and therefore saving both time and money) as all that manual copy and paste, or export and import, is made redundant. This results in increased productivity as it allows your staff to work on other tasks.

3.Better Profiling

A key advantage of CRM is the capability to profile customers or leads, to decide what they might purchase and how these customers or leads are useful to you. The more information about the customer you have, the easier it is to make a better profile and the more precise the data you feed in, the better the profile becomes.

By integrating your website with CRM, you will get more complete picture of your customers’ interactions with your organization, from initial enquiry to sales, communications and finally feedback. It provides you access to get more reliable and consistent information. You are informed about your customers in a better way and you’ve better knowledge of your customer’s behavior and their buying habits.

Better customer profiles let you to manage more effectively various target marketing campaigns and other actions, while the website integration allows you to follow the effectiveness of these campaigns online with the help of conversion rates and customer response.

4.Increase Sales

Improve your organization’s sales by integrating CRM with your website! Fundamentally it all boils down to one thing – more and true data leads to better profiles, which shows the way to better-quality leads which in turn leads to higher conversion rates.

Many organizations waste a lot of time and money on their websites, creating awesome content stuff and adding forms for potential customers to contact them. By integrating your website with your CRM, it streamlines the sales funnel, as immediately after the initial contact there are potential leads in the system, and it offers your sales team better data to work with, eventually leading to more sales.

5.Immediate access to up-to-date data

One of the advantages of integrating the website with your CRM is having direct access to the most recent data. Automated integration between your CRM & website happens real time. There’s no more wondering if yesterday’s or last week’s website orders have been appended to the CRM as yet. This is highly beneficial when it comes to talking to a customer with self-assurance, all the information of their latest purchase or other interaction is available to you, and which, in turn, contribute to improved customer satisfaction and increased sales.

In order to benefit from a seamless integration of the website and CRM system, B2B companies should discover new ways of engaging with their audience, enrich it through personalized content and efficiently manage relationships with them through various communication channels.

How to Integrate Data From SugarCRM to QuickBooks?

Ever Imagined Why Healthcare Sectors Integrate CRM With WordPress? Here’s Why!

Are you in the healthcare industry? Does your WordPress website leave you behind when it comes to customer satisfaction? This can be easily fixed by offering your WP customers the benefit of SugarCRM and WordPress integration in the form of a dedicated SugarCRM Customer Portal which they can access from their WP interface. Better and automated system, making their business function smoother and faster.

Huge changes are sweeping across the healthcare business and are dramatically impacting healthcare organizations. For successfully building brand loyalty and maintaining long-term relationships with customers it is must to retain and satisfy customers in the face of increasing competition. Providers, payers and pharmaceutical companies are focusing more on patient care and satisfaction. At the same time, patient expectations for accessibility of information and interactions have risen dramatically.

To adapt in this dynamic environment, organizations must be able to rapidly respond to changes in market conditions and customer requirements. The solution must be such that it enables you to share information across systems and organizations, helping to assure consistent, up-to-date information.

How Customer Portal Pro works!

“Customer Portal Pro” allows you to manage all of your customers, partners, dealers and affiliates. You can organize your customers using custom attributes and keep track of your compatibility with them. It works well because it’s easy, powerful and you can manage everything from the ‘admin’ section of your site.

This plugin can integrate Accounts, Leads, Contacts, Opportunities, Meetings, Calls, Cases, Documents, Tasks, Notes of Sugar modules to your WP customer interface for their use.It will cut down your task of communicating with your WP customers and enables healthcare organizations to improve visibility, reduce complexity and remain quick in the face of massive change.

Modern healthcare systems must quickly evolve to meet the expectations of the connected users. It has been observed that costs have increased steadily irrespective to the medium of delivery, so ways have to be found to better, and cost efficiencies in delivering healthcare services. Customer Portal Pro enables healthcare sectors to go beyond this and build meaningful relationships with customers.

Simplify Business Functioning with Odoo Implementation

Are you seeking a solution that simplifies the challenging business functions? Odoo ERP can help you make your business, a power-packed solution. The numerous features and functionalities infused in Odoo ERP will make your business highly reliable and popular among your customer base. Modern businesses require a comprehensive ERP solution and Odoo ERP boosts the productivity and generates desired revenue.

Business Centric Odoo Services

Odoo Implementation

Odoo Enterprise Resource Planning that was earlier known as OpenERP is one of the leading ERP solutions used by top organizations as it is the perfect match for their challenging business requirements. Odoo ERP software fulfills all the crucial needs of simplifying the business functioning for better outcomes.

Odoo Customization

With this service businesses can avail tailor-made modules, apps and plugins. Creating customized modules and configuring it to the business system makes it accurate and reliable. Business owners can get expected outcomes with less investment.

Odoo Support and Maintenance

Sit back and rest assure about the ERP software, once you integrate Odoo ERP with business system. The support and maintenance service ensures of seamless business functioning.

Why Implement Odoo Solutions

• Odoo ERP is highly scalable
• It is open source
• Can be efficiently deployed
• Can be easily configured 
• It is highly modular
• It is available for free
• Seamlessly integrated and customizable

If you are in search of a solution that makes your business consistent and accurate, integrate Odoo ERP software, which is the perfect solution for organizations seeking simplified processes for great ROI.

This is how Exactly You can Infuse Credibility into Businesses!

Business credibility is the trust you build among customers and with tactical business acumen retain it. You might be thinking that even after building an effective store front with impeccable and quality products, there is a need to infuse credibility in your store. But, more than a pre-requisite it is the aspect making your business reliable and trustworthy. Building business credibility is crucial for small scale businesses.

Don’t ever miss the opportunities that come across for businesses to make it a big HIT among customers. Because, they are the ones the helps you build your brand. Even the finance investors and stakeholders play an important role in making the business image credible.

Traits that Add Credibility to your Business

Win Trust

Credibility is all about winning trust of every individual connected to it. Accepting and fulfilling the expectations is crucial for building and retaining trust factor in corporate business solution. This can be done by incorporating an enticing store front that satisfies customer needs, make them feel the value they hold for your business and let them reveal how and why they are satisfied with your business. Their positive approach will boost your brand image helping you get more customers.

Retain Confidence

It’s the confidence that helps your business to achieve desired ROI. If you are a newcomer, you will be packed with confidence to achieve success at any cost. Though you might not have sufficient experience to make the strategies work anyhow, but it takes the confidence that helps you conquer the world. Any task accomplished in the right way can do wonders. Confidence can build business credibility whereas overconfidence can even ruin it.

Treat Customers Well

Customers, being the most significant aspect of your business, they should be treated really well. Word of Mouth marketing is the most effective trait that has benefited organizations. Interact with your customers and find what they expect. By satisfying their challenging requirements, you can make your brand prominent sustaining in the world competition.

Even if the products or services you serve are not up-to the mark, the way you treat your customers matters more than the product quality. They can share their views and experiences through social media and other means, which can earn you more customers With better feedbacks, your business can avail excellent credibility!

Honest Approach

When the approach you work for is positive, and when the strategic efforts to make the business credible are honest, there would be no barrier for success. Dishonesty can prevent your business from getting success. Let your stakeholders and customers have faith in you and your business. Making fake or false promises can make your business lose its credibility.

Highlighting achievements and revealing accomplishments adds value to your business. Avoid the factors creating negative impact on individuals connected with your brand.

Clear Business Objectives

With an aim to serve across the globe, modern businesses ensure the strategies used to achieve objectives are unbeatable. For instance, you may set the goal that your business would achieve sales limit of ‘X’ number of products by the year ‘Y’. Accomplishing this objective requires several aspects to work like productivity, customer service, core values, manpower etc. Focusing on the efforts required to achieve business objectives helps customers trust your brand.

Be it a startup or a huge enterprise serving since ages, business credibility is the asset for organizations making individuals trust and rely on the businesses. Companies planning for long term stay in global market can get benefits from this marketing trait. Make unbeatable strategies that help you flaunt your business achievements.

Business credibility plays crucial role in boosting the customer satisfaction level by getting remarkable profitability. Flawless reputation is what every business is working for.

How Your Employees can Make ERP Successful?

Enterprise Resource Planning system is the primary requirement for every growing business. Without implementing the required systems, sustaining in the market even with the excellent services and promising features is next to impossible. ERP is affordable only by the huge firms is just a myth. The ERP system implemented in the company can develop a win-win situation for both the enterprise and the employees.

It is a fact that role of employees using ERP system is vital. No enterprise would tolerate if their ERP system does not earn them desired ROI. Below mentioned are the methods employees can use the ERP system to get the most out of it.

1.Analyze the Complete ERP Solution

Whenever a company implements a new ERP solution for simplifying business processes, the first thing any employee must do is its analysis. Check it thoroughly, it might be similar to the previous system or might be completely different from the system you were used to. Focus on its feature list and benefits offered. By understanding the features exactly, employees can use the system accurately and can extract the best out of it. The same way, benefits offered can simplify the business processes. Plan your enterprise resources precisely by availing all the benefits offered by the system.

2.Avoid Intolerable Mistakes

Mistakes can back off the business no matter how efficient the implemented system is. Minor mistakes can be tolerated and resolved even, what about the huge mistakes that jeopardize the business success.

a) Poor Planning

When no proper planning is made to use the ERP system, it can obscure the effective business strategies made for better ROI. Prior to making business strategies, focus on planning for the system usage as it takes the front seat.

b) Insufficient Training

Imagine the employees are made to work with the brand new ERP system you have just implemented. If they are not provided sufficient knowledge and training about the system, they will not be able to handle the system.

c) Poor Maintenance

The ERP system implemented in your enterprise require regular health check up too. The system that simplifies complex business activities also requires maintenance service to avoid further complexities. Give your employees a well maintained system for the improved functioning of business as well as ROI.

3.Get a Backup Plan Ready

A successful implementation plan is important for any system implementation but it is equally necessary to have a backup plan ready for the same. Without a backup plan you will not only lose your vital data but it will also cost your efforts and resources. Most importantly you must deliver the right training for such program to your employees as well as they would be a part of this backup program and help implement the backup plan in time.

4.Find the Flaw Rather than Avoid Using

If there are any flaws detected in the ERP system, report about it to the vendor representative handling the maintenance of system rather than stop using it.

Employees being the end users of ERP system, hold great importance. Enterprises seeking excellent solution for simplified business activities implement single ERP system rather implementing multiple systems and managing each of them individually.

Going Cloudway, What your Employees Must Know

This article mainly focuses on the companies moving their business to the cloud. The essential goal of any company is PROFIT. Marketing professionals build excellent strategies to boost the profit levels making the business successful. Not only CEOs of the enterprise, but also the employees need to focus on some consideration to make the cloud shift a success.

Cloud computing is the modern age concept thrilling companies with its excellent benefits. Cost efficiency, flexibility, security, scalability etc. this is what an organization requires when dealing with crucial business data. Thus, this virtual data storage concept has won the trust of the majority of business owners seeking better data management solution.

Cloud Benefits IT Professionals Must Know

This virtual data storage solution has a scalable environment that holds big data storage very efficiently. Affordable cloud computing service is a boon for every sized business. Even the investment for implementing this trending technology can compensate the company investments through its benefits. Have a look at the benefits packed with this impeccable data management technique.

• Organizations offer services to manage huge amount of data through cloud computing resources. They may add or remove the resources used, depending on the varying size of enterprise. The fluctuating requirements of IT infrastructure can easily be fulfilled by cloud technology.
• Enterprises get the flexibility to rent the cloud space on hourly/weekly/monthly or yearly basis at reasonable packages.
• Implementing cloud based business activities is cost-effective as no additional hardware installation is required.
• The biggest advantage of switching to this scalable technology is quick access to the cloud space allotted for your business.

Cloud Considerations IT Manager Must Focus

Data Security

It’s true that the security of data stored in the cloud depends on the type of cloud (private, public, community or hybrid cloud). But even the employees accessing these data need to be alert while dealing with this data. The systems through which the cloud data are accessed should be secured (with powerful firewall installed). For security purpose, avoid inserting external drives or connecting other devices to the computer systems through which cloud is accessed.

Skills and Knowledge

Organizations moving to cloud gets to avail new opportunities. IT managers serving your enterprise must be technical proficient to manage even the worst case scenario while working with cloud. It takes technical experience to connect the products with their data stored in cloud and customize the solution when required. If the employees working with the cloud data service lack the knowledge required then, then they might be unable to handle the challenges coming along the way. Cloud service knowledge proficiency is a must while working with the technology.

Organizations moving to cloud should explain pros and cons about the technology to their employees. 2-3 training session for the brief overview is sufficient. Companies can utilize the cloud resources depending on the size and complexity of the organization.

Businesses seeking better ROI, select cloud computing services for flawless business functioning. Select reliable hosting services providers as your crucial business data requires safe and secure hands to manage it. Just do not forget to educate your managers and other employees about this mechanism and the security patches they should understand.