Customer Relationship Management, abbreviated as CRM, is a process involving the management, tracking and recording of current and prospective customer’s data, to facilitate better communication in order to maintain or form a good relationship with them. Traditionally, customer relationship management involved sending cards, gift baskets, newsletters or good old phone calls, but with the advent of technology, this process too has been computerized. There […]
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. First, […]
How to Import CSV in Bitrix24 This blog post is all about How to Import CSV in Bitrix24. In any of the system Import – Export functionality is very important. Bitrix24 gives a feature to Import all the Masters from CSV or to Export existing data of Bitrix in CSV or Excel format. This feature is available in Contacts, Leads, Companies etc.
Your data is stored in spreadsheets, databases, or other systems, you’ll probably want to import all the data into Microsoft Dynamics CRM so you can keep track of all your customer information in one single place. You can import any type of information, such as accounts,customers, leads or opportunities etc.
The Microsoft Dynamics CRM 2015 has so many exciting new features and enhancements which are easy to use and reduces the time for implementation. Following are the prerequisites of the CRM: