In the dynamic global market, every business has its own area of functioning which determines the goals, objectives of the organization. In the initial phase, it’s comparatively easy to manage business processes with simple excel sheets and file managers. With time your business leverages and the complexity in efficiently delivering the standardized quality can be hampered if your organization lacks a standalone system which can […]
What is ERP software? How does it work? Enterprise resource planning acronymed ERP is at its essence an industry standard term for managing information across an organisation or in your case school. To understand how ERP software works, let us take a step back and think of all the processes required to run a school, including managing student data, human resource, school supplies, exam and […]
A business process is the flow of information (or documents) by a previously defined route or scheme. A business process scheme can specify one input and one or more output points. The sequential modules are used for processing a predefined limited life cycle. The typical example is creation and approval of a text document. Any sequential process usually includes several actions between the start and […]
Recurring invoice in Bitrix: Bitrix CRM provides a feature of recurring invoices. To create recurring invoice follow the below points: Create a normal invoice from Bitrix CRM by simply clicking on Add Invoice button under Invoice Tab of CRM. Now, you need to go to the section “Recurring Payments” and click on the checkbox “Make Recurring Invoice”. Then you’ll see recurring invoice configuration parameters. […]
Odoo web controller having a facility that can create frontend modules integrate with the backend module. Presently in Odoo, backend modules are accounting, CRM, discuss, helpdesk, hr, sales management, purchase management, inventory, warehouse etc. These modules can be accessed by a user if a user is having permission to access these modules. Frontend modules are those which refer Odoo website functionalities likewise a […]
Creating new taxes and setting them as default to product template Steps involved – 1)Creating new customer tax and configuring it Go to accounting –> Configuration –> Accounting –> Taxes Menu. You have to select tax scope as sales and fill up other tax-related details such as Tax name, Tax Computation, Amount, Tax Account, Tax Account on Refunds, Label on Invoice, Tax Group, Etc.. […]
How to choose CRM software For your Business It’s Very Important to know How to choose CRM software For your Business. Why You need CRM? You have a business and you have a lot of customers but you are unable to manage your customers. Then you need a CRM software for the business solution. It is very important to keep track of customers according to […]
Are you still thinking that whether you should buy a CRM software ? We are here to explain you numerous benefits of a Cloud CRM & how the software help in solving your business issues and lead to growth of your business. Here are the top 9 reasons why should Business have Cloud CRM? 1. Savings With cloud CRM software you can start your saving immediately. Employees can […]
Microsoft Dynamic CRM There are numerous financial Institutes the world over who has different difficulties that they need to manage. In the current world economic situation, cash has turned into the most unpredictable thing so the financial specialists are extremely careful about their speculation arrangements and methodologies. Financial specialists reconsider before putting resources into the market and contribute just on the off chance that […]
Streamline Sales and Marketing with CRM Software in 3 ways CRM software help Sales and marketing departments have long been at odds. Sales blame marketing because they aren’t getting enough qualified leads. Marketing blames sales for not following-up fast enough. The irony? Both departments need each other to thrive! The blame game goes on-and-on and sooner than later, your sales pipeline is desolate […]
