Customer Relationship Management CRM – Open Source
Are you getting leads each day? That’s a great start. But are you following up? You could be missing out on sales. CRM helps you to keep those relationships managed, increasing your revenues.
CRM Overview
Contacts: Every interaction you have with your customers, leads and other stakeholders
Companies: If you are selling to lot of companies you may have multiple contacts on that Company. See all your contacts under a company and never lose track again.
Segments: Segments are powerful way to split groups of contacts from your contact list
Quote: In Quote user can fill in the key details like contact name and quote value, you can then choose which template it should populate.
Tag: When your contact list is big, tags really help you filter your communication. Send an email to everyone based on tag
Feature of CRM
100% Web Version
CRM Integration with Business Website
CRM Integration with Mobile Apps
Download apps from Google Play store and App Store
Benefits of CRM
All contacts in one place owned by company as well as employee
See your latest/oldest contacts at a glance
Contact them and work them towards becoming a customer/dealer/buyer
Never lose lead and customer list.
Easy to manage
Easy to action e.g. Closed, Reject etc.
Protect duplicate data entries
Service and Maintenance
Sales Funnel
CRM
Role
CRM Admin (Full CRM Permission)
CRM Mail Manager
CRM Contact
CRM Contact Manager
CRM Transaction Manager
Invoice Manager
CRM Quote Manager
Contacts
Y
Y
Y
Y
Companies
Y
Y
Y
Quotes
Y
Y
Y
Quote Templates
Y
Y
Y
Invoice
Y
Y
N
Transaction
Y
Y
N
Task Scheduler
Y
Y
Y
Segment
Y
Y
Y
Y
Y
Core Module
Y
N
N
N
N
Forms
Y
N
N
N
N
N
N
Extensions
Y
N
N
N
N
N
N
System Assistant
Y
N
N
N
N
N
N
CRM Setting
Y
N
N
N
N
N
N
Resource
Y
N
N
N
N
N
N
Jetpack CRM Admin (Full CRM Permission)
Role
C r m A d m i n
M a i l M a n a g e r
Q u o t e M a n a g e r
C o n t a c t M a n a g e r
T r a n s a c t i o n Ma na ger
I n v o i c e M a n a g e r
C o n t a c t
Contact View
Y
Y
Y
Y
Y
Y
x
Contact Entry
Y
Y
Y
Y
Y
Y
x
Contact Edit (Other)
Y
Y
Y
Contact Delete
Y
Y
Y
Y
Y
Y
x
Company Entry
Y
Y
Y
Y
Y
x
Company View
Y
Y
Y
Y
Y
x
Company Edit (Other)
X
Company Delete
Y
Y
Y
Y
Y
x
Add Tag
Y
Y
Y
Y
Y
x
Delete Tag
Y
Y
Y
Y
x
Assign To
Y
x
x
x
x
Assign Company
Y
N
Y
x
Add Quote
Y
Y
Y
Y
x
Delete Quote
Y
Y
Y
Y
x
Add Task
Y
Y
Y
Y
x
Update Own Task
Y
Y
x
Y
x
Update Other Task
Y
x
x
Y
x
Delete Own Task
Y
x
Y
Y
x
Add Segment
Y
Y
Y
Y
x
Delete Segment
Y
Y
Y
Y
x
Add Alias
Y
Y
Y
x
Add Logs Contact
Y
Y
Y
x
Update Logs Own Contact
Y
Y
x
Add Form
Y
x
x
x
Add Invoice
Y
Y
Y
x
Delete Invoice
Y
Y
Y
x
Contact Import
Y
x
x
x
Contact Export
Y
x
x
x
x
Transaction Export
Y
x
Help Topics Links
Help Topics
Links
Jetpack Shortcodes
jetpack.com/support/shortcode-embeds
Jetpack Contact Form
After Installing and configuring Jetpack Contact Form you can add contact from by clicking + Add Block option. Now a in Block of right sidebar you will be asked to connect “CRM Integration” by installing “Jetpack CRM Plugin”. In addition you will also asked to add “Newsletter Connection” in same place by “Add email permission request”. You also asked to install “Creative Mail Plugin” for email campaign.
Online Suggestion Box is a tools of an organization for collecting employee advice’s for their company betterment. Employee can choice to input their name or make him anonymous to generate a suggestion. For business suggestion box we have two major functions, one is employee empowerment and another one is employee engagement ideas. For any query please Contact Us. You can read more open source softwres
Slide-2
Introductory Message to The Users
Welcome to our Online Suggestion Management System! Your input is very important to us for helping to identify the vulnerable areas in which we can improve and in developing likely solutions to day-to-day challenges. We are sincerely interested in constructive feedback and innovative ideas that will affect positive change at Digital Suggestion Box. BE PART OF THE SOLUTION! All submittals are anonymous and responses will be posted on share point. Thanks, advance, for your input
Slide-3
Why have a Virtual Suggestion Box
When a employee will submit a suggestion to a box he should be 100% anonymous. Registered employee except admin don’t log any information about visit. There is no way to trace where a suggestion came from. We know how difficult to manage those traditional wooden boxes? By using an online suggestion box form, a employee will be able to generate and receive as many idea as you want and whenever you want.
Slide-4
Is it Anonymous
Its depend on companys requirements. Sometimes some anonymous use may comment badly againes someone. In this case we can identify who is making this types of suggession.
Slide-5
Weforms Plugin
You can download Weforms WordPress Plugin from Wedeves or WordPress. It is free. I am adding feature of free version here. Please dont hesitate, more than 20,000+ Company are using this plugin in different purpose
Slide-6
Data Entry From
Following data is entered for Employee Online Suggestion Box Management System
Employee Online Suggestion Box Management System
The above form is partial screen shot. We can enter a lot of data like below
Slide-7
Which Data Should be Enter
The below data can be enter into Ditgtal Suggession Box. The data item can increase or decrease according to company requirements
Full Name: Anonymous
Issue Title: Online Suggestion Box
Issue Details: Online Suggestion box should be more versatile
What is your suggestion for improving the situation : Online Suggestion box should be designed with word press tech
What is your desired outcome: It will be easier
Issue Status: Open up to C Level
Regression: Good
Documentation & Notes: Good
Reproducibility: Sometimes
Classification: Security
Priority: Trivial/ Good etc
Slide-8
Who Will Get Notifications
Multple User can get SMS/ Email notification. For example Directors, CEO or any defined person should get this notification. We can set it.
Slide-9
Entries Export and Import
You can see all suggestion entry form your dashboard. You can download it as csv format. You can also upload it
Slide-10
Conclusion
Since Employee Online Suggestion Box Management System is completly free you can knock us for your company development.
HR Help Desk Software Support System for ReadyMade Garments
HR Help Desk Software Support System for ReadyMade Garments
Gravity Form Integration
Now you have good option to create different types of forms and
integrate with hr support system to create new ticket every time multi type integrated
forms has been submitted.
For this go to Gravity Option -> click on Add New -> Select
Gravity Form
Ticket fields who has options e.g. Checkbox ,Dropdown, Radio Button, etc. must match option values of mapped hr support system field option values. You must consider this while creating a new form in Gravity Forms to edit each option and insert appropriate value for it. If value didn’t match then default value of custom field gets selected . To make your life easier we have listed label and value pair for each custom field. You can get list of all options and their values in hr help online system on Custom Field settings page.
File Attachment
User, Agent, Customer, Guest and other role need to attach file during creating a ticket.
Digital Marketing Expert Hiring for Growing Sustainable Apparel Business
Digital Marketing Expert in Bangladesh for hiring and building team is very essential to Grow & Sustain Apparel Business.
Presentation On
Implementing Sustainable Apparel Business with Digital Marketing
By Md. Khondakar Mashiur Rahman (CV) Education: Aptech, NCC, New Horizons, London Metropolitan University (External) and UITS Experience: 19 Years in RMG Sector Proven Portfolio: Google, Yahoo, Moz, SEMruras
Cell# +880 1817043086 Date : 01/04/2021
Slide 1 Contents
What is Digital Marketing (DM)
Customer Relationship Management (CRM)
Content Marketing (CM)
Video Marketing (VM)
Online Visual Marketing (OVM)
E commerce Marketing (EM)
Email Marketing (EM)
Marketing Communication (MC)
Social Media Marketing (SMM)
Search Engine Marketing (SEM)
Measuring SEO Ranking
Compare Resource
Compare Pricing
How to Get Success
Slide 2 1. What is Digital Marketing (DM)
Digital marketing sum of multiple methods of online marketing techniques delivered through traditional and new digital channels such as websites, social media, video, email, search engines etc.
“You need not to find customer, customer will find you“
Slide 3 1. Customer Relationship Management (CRM)
Digital Marketing Expert use CRM tools to convert direct, organic, social media visitors into customer.
Example of Conversion Rate : Few methods of customer conversion by assuming 100 visitors per certain period
Conversion Method
Visitor /Period
Conversion Rate
Total Conversion
No Conversion Method
100
0%
0
Blog Conversion
100
1.5%
1.5
Website Contents
100
2%
2
eCommerce Marketing
100
2.86%
2.86
Video Marketing
100
80%
80
Email Marketing
100
5%
5
Online Chat Conversion
100
45%
45
Get Quote /Ticketing System
100
45%
45
Example Screenshot:
Opportunity: No Competitor in Bangladesh. Applicable to all Business
Docs: Collect technical manuals of CRM Modules from me
Slide-4 2. Content Marketing (CM)
A type of digital marketing that includes the creation and sharing of online material such as videos, article, product information etc.
Quote: marketo.com – 71% of B2B (Business to Business) marketers use content marketing to generate leads and 93% of B2B (Business to Business) organization says content marketing (CM) generates more leads than traditional marketing.
Guidelines of Content Marketing –
Website Contents
Keyword Research
Blog / Magazine/ News
Content Archive
Of Page Content Marketing
Slide-5 2.1. Website Contents
All web materials such as text, image, audio, videos are treated as content. Example of contents are mission, vision, products, terms & conditions, news, blog post, faq, knowledgebase etc.
Quote: crazyegg.com – 98% of the people who visit your website won’t convert.
Guidelines for contents –
How to check unique content
How to prepare optimized image
How to write optimized title of the content
How to write optimized meta description
How to write optimized body of the content
ExampleScreenshot:
Opportunity: No competitors in our country. Recommended for all corporate websites
Docs: Collect technical manuals of google image/plagiarism checker & writing tricks during presentation
Slide-6 2.2. Keyword Research
Keyword research is a practice of search engine optimization (SEO) professionals use to find words/ phrase that people enter into search engines while looking for a similar subject. I have researched and listed around 10,000 law difficult keywords, among them 3,000 is active online.
Quote : backlinko.com says organic traffic grow by 21.22%
Keywords
Search
Competitor
Difficulty
Result
Garment Factory in Bangladesh
1500
Law
14
1st Page
Button Attachment Machine
2600
Law
13
1st Page
Example Screenshot:
Opportunity : No competitor in Bangladesh. This tools bring visitors organically to your website
Docs: Collect 10,000 law difficulty keyword from me
Slide-7 2.3. Blog / Magazine
Blogging is a marketing tactic for business to get your product/service more online visibility.
Quote: growandconvert.com says customer conversion form blog upto 1.5% through subscription
Guidelines for Blog –
How to write with niche?
Content spinner! manual vs automatic
Plagiarism checker testing before publish
How scheduling post sharing in social media?
Manual vs scheduling post sharing, which one more effective?
Is comment approval on articles is beneficial for us?
Example Screenshot:
Slide-8
Opportunity: No competitors in our country
Docs: Collect technical manual of corporate blog writing from me
2.4. Content Archive
Content is the king for SEO. Archive press release, news release, media release, video release into your website
Guidelines of Content Archiving-
Delete or hide any content/product! effect/ affect?
Ensure all content/services/products to visible on web
How to reduce broken link?
Returning visitor
Rank page authority
Example Screenshot:
Opportunity: No competitors in our country
Docs: Collect tips & tricks of contents archive system from me
Slide-9 2.5. Off Page Content Marketing
Off page content marketing is about everything that doesn’t happen directly on your website. It generate backlink which will rank your domain authority. A hyperlink from one web page to another web page /website is called backlink.
Quote :Matt cutts says in support.google.com for quality natural backlinks. ahrefs.com says average cost to buy a link is $352.92 in 2016.
Guideline of Off Page Content Marketing-
Guest post
Web 2.0 blog writing
Forum posting etc.
Search engine submission etc
Social Media Post
Example Screenshot:
Opportunity: No competitors in our country
Docs: Collect tips & tricks from me
Slide-10 3. Video Marketing
Video marketing can be defined in digital marketing context as all uses of video contents for promoting a product or service.
Quote: wordstream.com mentioned, having a video on your home page can increase your conversion rate by 80%, according to EyeWideDigital
Few guidelines for Video Marketing-
Where & how to set videos in website?
Methods of VM
Tutorial video
Video interview
Videos of presentations
Product demos and reviews
Live streams of program
Example Screenshot:
Opportunity: No competitors in our country. In Bangladesh almost no Channel and very few subscriber scataredly. Bangladeshi freelancer are very expert in this sector
Docs: Collect tips & tricks of Video Marketing from me
Slide-11 4. Online Visual Marketing (OVM)
Online Visual Marketing is the practice of using promotional tactics to drive traffic to your online store, converting that traffic into paying customers, and retaining those customers post-purchase
Few guidelines for online visual marketing-
Showcase shipped products details
Showcase development products details
Showcase embroidery designs
Showcase certificate & its log
Content security
Review analysis
Opportunity: No competitors in our country
Docs: Collect tips & tricks of video marketing from me
Slide-12 5. eCommerce Marketing
Ecommerce marketing is the practice of using promotional tactics to drive traffic to your online store, converting that traffic into paying customers, and retaining those customers post-purchase
Quote: oberlo.com mentioned, 2.86% Ecommerce website visitor convert into purchase
Few guidelines for eCommerce Marketing –
Prior other 99 techniques than graphic visualization
Prior organic traffic than ad campaign
Is speed optimization effect business?
Which hosting server package is fit for your business?
How to manage order and sales in store?
Example Screenshot:
Opportunity: Few competitors in our country
Docs : Collect technical manuals of Woo-commerce, Speed Optimization, Hosting Server Selection from me
Slide-13 6. Email Marketing
Email marketing is the activities of sending a commercial email to a group of people. It has 2 parts
Email subscription
Email campaign to targeted customer
Conversion Rate (%) = # of signups or purchases / # of successfully delivered emails X 100
Quote: mailchimp.com mentioned, you are sending email as campaign to announce your new product to 10,000 customers who have bought from you before. Of those 10,000 email recipients, 500 clicked through to sign up for pre-order. Your ecommerce conversion rate on that email is 500 divided by 10,000—5%.
Example Screenshot:
Opportunity: No competitors in our country
Docs: Collect technical manual of Mailchimp, Creative Mail, Contact From etc from me
Slide-14 7. Marketing Communication
Marketing Communication can be described as all the messages and media you deploy to communicate with the customers in market.
Online Chat Service
Customer Support Ticketing System
Feedback
Knowledge base / FAQ
Forum
Get Quote
Slide -15 7.1. Online Chat Service
Chat Service helps customers solve their queries via the internet which is done by customer support agents.
Quote: leadfeeder.com – 45% conversion rate by live chat . learn.g2.com is chatbot developer company mentioned arround 50 statistics abut the uses of chat service
Guidelines for chat correspondence –
Engages proactively
Chat identification number
Refer Knowldgebase link to customer to reduce agent time
Generate ticket if necessary
Example Screenshot:
Opportunity : Very few competitors. This is recommended for B2C business. e.g. Logistics, Trims, Agro, Dairy, Fashions etc
Docs: Collect technical manuals of Tawakto, Facebook, Chatbot, Online Chat Service etc from me
Slide-16 7.2. Customer Support with Ticket System
Online ticket system catalogues all the interactions that take place between your customers and support team
Quote: 45% of customers abandon an online transaction if their query are not addressed quickly.
Docs: Collect open source technical manual to setup ticketing system from me
Slide -17 7.3. Feedback
Example Screenshot:
7.4. Knowledge base & FAQ
A knowledge base is a library of information about your product or service that helps customers to find answers to solve problems
List of questions & answers relating to a subject, especially one giving basic information for users of a website.
Quote: 83% of customer/subscribers need some kind of support to purchase online?
Example Screenshot of FAQ
Docs : Collect technical manuals of Knowldgebae, FAQ from me
Slide-18 8. Social Media Marketing (SMM)
Social media marketing (SMM) refers to the use of social media networks to market a company’s products and services.
How to choose the right social media based on audience
Consistently create engaging content
How to set up social media content calendar
Invest in video content
How to use social media analytics
Quote: wordstream.com mentioned, 37% of consumers find purchase inspirations through social media
Example Screenshot:
Opportunity: High Competition
Docs : Collect technical manuals of Social media marketing from me
Slide-19 9. Search Engine Marketing – SEM
Search engine marketing (SEM) is a form of online marketing that involves the promotional activities of websites to increase their products / services visibility in search engine results pages (SERPs)
Bing/ Yandex/ Google Webmaster tools
Bing/ Yandex/ Google Analytics
Competitor rank comparison
Slide-20 9.1. Google Webmaster Tools
At first google crawl then index than rank a page. Being crawled does not mean your page index, being index does not mean your page is ranked
Guidelines for Webmaster Tools –
Whats are the meta tags list, should use in optimized website?
Which sitemap will be best for business site? WordPress/Google/Yahoo/Bing etc
When allow/disallow to Search Engine Bot for indexing and crawling your site?
Example: One year traffic amplitude of my website.
Docs: Collect setup process of Webmaster Tools of Google, Yahoo, Bing, Yandex etc from me
Slide-21 9.2. Google Analytics
Google Analytics is used to track website activity e.g. session duration, pages per session, bounce rate etc.
Guidelines for Google Analytics –
Traffic Analysis
Organic/Direct/Referral visitors
Source Google, Yahoo, Facebook, YouTube etc
Devices desktop, mobile, tablet etc
Example: Multiple Views
Docs: Collect installation process of Analytics Tools of Google, Yahoo, Bing, Yandex, Alexa, etc
Slide-22 9.3. Measure SEO Ranks of Buyers/Customers
The process of maximizing the number of traffic to a particular website by ensuring that website appears high on the list of results generated by a search engine. Compare website rank of a buyer/customer, you want to work with them
Quote: www.internetlivestats.com reporting there are 2,000,000,000 website active in the world. My positioning is 50000 among 2,000,000,000
A matrix of competitor analysis is given below
Rank
In Bd
Me
H&M
Niki
Zara
Google Index
Below 100
5.11K
229K
1.52M
4.4M
Yahoo Index
Below 100
5.24K
6023M
8M
36M
Yandex Index
Below 100
4.00K
45K
13M
44K
Bing Index
Below 100
2.36K
29.7K
4M
8.81M
Alexa Rank
Avg 10M
150
507
393
613
Amazon Backlink
Below 100
100
15K
11K
7.8K
Moz DA-PA
10-15
24-48
90-60
91-75
86-66
Semrush Rank
Avg 10M
2K
386
56
1.05K
Facebook Like
Below 100
4000
39M
50M
29M
YouTube Subs.
Below 100
300
Monthly Visitor
105.8M
Comment: Me means my personal portfolio as digital marketing expert .
Docs: Collect technical manual of Google keyword tools, Amazon (Alexa), kwfinder, moz etc from me
BPO will responsible for approve & update contents periodically
Head of IT will submit growth report to apex management (e.g. Alexa, Moz, Yahoo, Google Analytics etc )
Business forecasting should do with analytic reports
Visitor conversion report submission for paid marketing
Which tools is suitable for competitor analysis & who should do it?
Work with project management tools
Who will share, like and subscribe content periodically
Who should generate backlink in different method periodically e.g. guest post, forum posting, yahoo answer etc
Slide-27 Conclusion
Digital Marketing Expert Hiring can not growing in a day. So If start later with high investment you will be looser, If you start today roughly you will be gainer. Content age is big factor here. Please find my contact details below of this article.
Change Log
For beginner WordPress is best to start. This technology is very cheap, secured and fast. The visitors does not know which framework you are using.
Quote: WordPress.org mentioned, Extend your business with free 58,359 compatible plugins module.
We install all types of CRM Contact Management System and CRM Integration. According to customer requirements we refer it in different solution providers. We also suggest free plugin for the customers. Please contact us by submitting a comment below on Leave a Reply box`. For any query please Contact Us.
Summery of CRM Software
Buyer List, Buyer Company List, Entering Buyer and Company information (Name, Email, Phone, Owner, Life Stage, Date, Address, Source etc) Merchandiser List, Merchandiser Activities Log with Buyer, Merchandiser Task Log, Merchandiser Notes management log, Merchandiser Schedule Log with Buyer, Contact Status (Customer, Leads, Opportunity, Subscriber), Dashboard of CRM where represent Number of Contact Status, Contact Group (e.g. Tesco Group, H&M Group, All buyers of Tesco will show in Tesco Group), Search Facility, Activity Report where number of schedules, notes and tasks of Merchandiser will show. Admin/ Head of Dept. can assign contacts to any merchandiser, All types of Email notification
CRM Module
Now we will discuss the best CRM software in the market. It is free of cost. After purchasing some extension it will be more featured. We are the authorized affiliate partner of WPERP. All tyme we can provide you 20% to 50% discount if purchase through us. Purchase through this link. We also provide 3 more software with this e.g. Customer Sypport System, Online Chat System etc.
Presentation
Installation Configuration and Customization by Khondakar Mashiur Rahman Cell# 01817043086 Contact Us
Slide -1
1. Features of CRM
Summery of features are mentioned below-
Remote monitoring system
CRM system is useful to identify potential customers
Contact Management
Categories Contact
Customer /buyer, lead, subscriber management
Restore facility of deleted contact, company, buyer etc
Notes Management
Task Management
Schedule Management
Note, Email, Task, Log Activity and Schedule wise Activity Filtering
Merchandiser and buyer wise Activity filtering
If a merchandiser leaves from a company a new merchandiser can start from his incomplete stat
When a merchandiser leaves, all sales information (email, task, notes, meeting, schedule) will remain save in CRM database
Can integrate with buyer/buying office Facebook, Twitter and LinkedIn
No additional software engineer / programmer requires to maintain it
Training manual is enough to operate this software
Slide -2
2. Definition of CRM & Contact
CRM: CRM means Customer Relationship Management System which allow businesses to improve sales and service levels by analyzing a wider range of data.
Contact: A contact is a software program that enables merchandiser to easily store and find contacts information buyer such as names, buyer name, email, addresses and buyer telephone numbers etc.
Slide -3
User/ Role Category
There are 3 types of Role into CRM. Two role are shown below
CRM Agent ( Sales Executive /Merchandiser)
CRM Manager (Manager)
CRM Admin (IT)
CRM Agent: An Agent is Merchandiser in RMG company. He is core user of this software. At first he will input his employee details in his profile. After that Agent will initiate all types of sales activities
CRM Manager: CRM Manager is Boss of CRM Agent
CRM Admin: CRM Admin can managed everything in this software.
Slide -4
User Access Metric
CRM Manager and CRM Agents role management is shown in a table. Another Role is IT Administrator who can do everything.
Role
Merchandiser
Manager
Admin
Agent/ Merchandiser Create, Edit, Delete
X
X
Y
Contact Group View, Create, Edit, Delete
View
Y
Y
Contact Assign under a Group
Own
Y
Y
Contact View, Create, Edit, Delete
Own
Y
Y
Assigned Contact under Company Delete
X
X
X
Contact Assign to Other Agents
X
Y
Y
Contact Assign under a Company
Y
Y
Y
Company Assign under a Contact
Y
Y
Y
Company Assign to Other Agents
X
Y
Y
Company View, Create, Edit, Delete
X
X
Y
Assigned Company under Contact Delete
X
X
X
Schedule/Log Create
Y
Y
Y
Schedule/Log View
Own
Y
Y
Schedule/Log Edit , Delete
X
X
X
Schedule Assign To Other Agents
X
Y
Y
Save Note on Contact & Company
Own
Y
Y
Save Note Edit & Delete
Own
Y
Y
Task Assign on Contact & Company
Y
Y
Y
Task Edit & Delete
Own
Y
Y
Export All Contact Information
X
X
Y
Export All Company Information
X
X
Y
Export All Agent Information
X
X
Y
View All Reports
Own
Y
Y
Slide -5
3. Sales Forecast Stages
We will introduce with some marketing sales stages concept that need to understand during the software operations
Subscriber/ Flower
Lead
Opportunity
Customer / Buyer
Slide -6
3.1. Subscriber/ Flower
A subscriber/flower is a contact or person who engages with your company. They have shown interest in you and your product or content.
Slide -7
3.2. Lead
A lead is a set of useful contact information of a buyer, that could convert into future sale. Generally a lead will be a buyer who is looking for purchasing a product that is offered by you. A lead is reached out to a RMG company through signup by providing his information. It is one way communication.
Slide -8
3.3. Opportunity
Opportunity is a lead that has proven and going to fit for your products and progressing forward a decision by having a continuous conversation with a merchandiser. Or opportunity is stat when a sales contact or work order or quotation is signed between merchandiser and lead. It is two way communication.
Slide -9
3.4. Customer/ Buyer
A customer/buyer is someone who has already purchased products from you.
Slide -10
4. Menu of CRM Integration
Overview
Contact Groups
Contacts Creation
Companies
Schedules
Activities
Reports
Slide -11
4.1. Overview / CRM Dashboard
Clicking on Overview Menu summery stat report will shows of all menus activities. Number of Customers, Leads, Opportunities and Subscribers is shown here. Schedule, Schedule logs Schedule calendar, Total Email and Added Company is also shown here
CRM Dashboard Report Contacts & Companies
Slide -12
4.2. Contact Group
Clicking on Contact Group Menu Manager will create different type of contact group. Some Example is given below –
Knit Group
Woven Group
Denim Group
Top Group
Bottom Group
Tesco Group
Radhamoni Group
Zara Group
Slide -13
4.3. Contact Creation
Manager & Merchandiser both can crate contacts under a Contact Group
Contactadding process: At first go to Dashboard -> Click on CRM -> Clicks on Contacts -> Then click Add New Contact
Add Advance information of a Contact: Now click on check box. A new form will open and enter information like below screen
After entering all contact it will look like below screen
Under a Contact you can view some sub menus. Five Sub menus working process are similar to company sub menu. Five sub menu of company are described in section of 4.4.1, 4.4.2, 4.4.3 and 4.4.5
Task
New Note
Schedule
Email
Log Activity
Slide -14
4.4. Company
Manager and Merchandiser both can add company / Buying House .
CompanyAdding Process : During adding a company you need input following information
Company Name: Apparel Buying House Ltd
Email: info@apparelbuying.com
Phone Number: 01817043086
Life Stage:Lead/Customer/Other
Contact Owner: rahman@gmail.com
Mobile: 01817043086
Website: www. apparelbuying.com
Fax Number: +89804333333
Address 1: Hemayetpur
Address 2: Savar, Dhaka
City: Dhaka
Country: Bangladesh
Province / State: Dhaka
Post Code/Zip Code: 1340
Contact Group: Select any group from above group
Under a company you can view some sub menu. Below Sub Menu of a Contact will dispaly
Task
New Note
Schedule
Email
Log Activity
Tag
Slide -15
4.4.1. Task
Task feature is available under contact also. At fist click on Contact / Company Menu > Click View under selected contact of company. Then click on View Button. Now Manager & Merchandiser can assign Task under contact and company.
Slide -16
4.4.2. New Note
New Note feature is available under contact also. At fist click on Company/ Contact Menu > click View under selected of company or contact. Then click on View Button. Now Manager & Merchandiser can save Note under contact and company
Slide -17
4.4.4. Email
Email feature is available under contact also. This is email correspondence under CRM software instead of outlook, edora etc.
Slide -18
4.4.5. Log Activity
Log Activity feature is available under contact also. Users can view all activities of a Contact and Company. Here is filter option exist. Please see below screenshot to understand better
Slide -19
4.4.6. Tag
Tags are unique identifiers that can be added to Contacts and Companies in CRM that lets you easily sort, filter, segment and target contacts with campaigns
Slide – 20
4.5. Schedule
Schedule is very important menu of CRM The below information require to complete a schedule. Please not that your can create two types of schedules. A notification email will send if check it.
Future schedule
Logged schedule
Slide -21
4.5.1 Future Schedule
If you create schedule after today’s date it will be future schedule. To create a schedule you need to input below information-
Enter Schedule Title: Software Meeting
Select Assign to Contact: Rahman Sample
Start : 2019-12-02 @12.15am
End: 2019-12-02 @1:30pm
Or you can check All Day
Enter your schedule description …. I will discuss with Rahman Sample to sale my leads
Set Agent or Manager: Abdullah Al Baky
Schedule Type : Meeting
Check : Allow notification
Slide -22
4.5.2. Logged Schedule
If you create schedule before today’s date it will be logged schedule. To create a logged schedule you need to input below information-
Slide -23
4.6. Activities
Activities is log filtering system of different types of actions among buying office, buyer and merchandiser.
By default it will show all activities.
Note, Email, Log Activity, Schedule and Task wise filtering
Agent / Merchandiser wise filtering
Buying Office/ Buyer wise filtering
All Activities
Activities Custom Filter wise
Slide -24
4.8. Reports
There are lot of report exist inside and outside of Report Menu. e.g.
Manager and Merchandiser can filter buyer/customer, lead and other stages log
Easy to filter activities log
Calendar wise schedule report
Recently added company report
Calendar view schedule report
Merchandiser wise, Country wise, Source wise, Group wise, Date Range wise report
Graphical Periodic Growth Report of Subscriber, opportunity, Led and Customer
Total number of Schedule, notes and task activity report
Total number of subscriber, leads, opportunity and customer report
Export All contact Information in CSV Format by System Admin
Export All company Information in CSV Format by System Admin
Activity Report:
Activity Report
Customer Stages Report:
GrowthReport:
Slide -25
5. Export Contact Details Admin Report
Export Contact Details: By clicking on ToolsVertical Menu only System Admin can export Contact Name, Email, Phone, Mobile, all other contact information by checked according to below screenshot. After exporting he can filter it in excel according to management requirement
Slide -26
6. Export Company Details Admin Report
Export Company Details: By clicking on ToolsVertical Menu only System Admin can export Company Name, Email, Phone, Mobile, all other company information by checked according to below screenshot. After exporting he can filter it in excel according to management requirement
Slide -27
8. Customer Service Ticket Software Integration
For Pro Version Only – Increase CRM contacts and lead and customers by integrating ticket customer support system and respond faster to clients. Here CRM is integrated with zendesk
Automatically bring your customers to CRM
Brings all tickets of each contact
View all tickets in profile of contact
View the ticket number, agent, ticket age, subject,
and status
Dynamically status changes with integrated tickets
Review client history and reply faster
Slide -28
9. Help Scout CRM Integration
For Pro Version Only – Automatically connect customer support contacts with CRM whenever new ticket is created in Help Scout
Instantly Sync Help Scout contacts with CRM
View CRM details like history, date of creation on Help Scout
Make your Help Scout contacts subscriber and leads an opportunity
Keep track of the status like open, close, helpdesk reply, user reply of your tickets through Help Scout Widget
To know more about it please visit helpscout . com
Slide -29
10. Awesome Support Sync
For Pro Version Only – Seamlessly manage your Awesome Support and CRM contacts simultaneously.
Import customer support system contacts to CRM
Support contacts your opportunity View all tickets and it types
View ticket number, created date, timer, subject and status
Slide -30
11. WooCommerce CRM Integration
For Pro Version Only – Integration with wocommerce plugin and see all data of clients
Integrate with all customer order detail
Color wise filtering
You will get a CRM Tab to get order data
Size wise filtering view
Easy to view sales data
Easy to monitor all records
Subscription Management
Filter with contacts details
Product purchased report
Slide -31
12. Email Campaign
For Pro Version Only –
Slide -32
13. Custom Field Builder
For Pro Version Only – This is custom field builder when you can add row and column data entry from according to your requirements
Slide -33
14. Salesforce Contacts Sync
For Pro Version Only – Salesforce is a cloud computing service online tool of (SaaS) company that helps businesses to manage their customer information efficiently.
Slide -34
15. Document Manager
For Pro Version Only –
Slide -35
16. SMS Notification
For Pro Version Only –
Slide -36
17. Deals
For Pro Version Only –
Slide -37
18. Hubspot Contacts Sync
For Pro Version Only –
Slide -38
19. Workflow
For Pro Version Only –
Slide -39
20. Gravity Forms CRM Sync
For Pro Version Only – Gravity form is one type of contact form. It is an opportunity to crate user by receiving data from your gravity form
Design similar data entry form according to contatcs information
Mapping entered data into CRM
Afer mapping you can see all information into contact list
Data transfere instantly
Slide -40
21. Mailchimp Contacts Sync
For Pro Version Only – In this area you need to be familiar with mailchimp. You can sync mailchimp contacts easily
Easy to send CRM contact list to Mailchimp
Easy to import mailchimp data into WPERP
During transfer admin can choose subscriber
Seamless data transfer from mailchimp to ERP and ERP to mailchimp
Slide -41
Conclusion
Slide 20 to Slide 33 all are Pro version extensions. Anyway you can purchase Slide 20-33 with just $100-$150. The subscriber can purchase the extension one by one. We are the affiliate partner of WPERP.
We refer all types of Web Project Management System PMS Software. Some software are free and some are premium version. We can install this software for your company. By 30/01/2021 it is used by +10,000 user worldwide. We can customize it for your company requirement. It cover below process. Please contact us by submitting a comment below on Leave a Reply box. For any queries, please Contact Us.
Slide -1 Contents
Project Category
Project Creation
Add Milestone
Add Task List
Add New Task Under Task List
Create Label
Add Discussion
Slide –6
1. Project Category Creation
At first create some Project Categories according to your business requirement. At first Click on Category > Add New Category. e.g. Civil Project, Software Project, ERP Project, LC Project
Example Of Project Category Name: MIS Project
Slide –9
2. Project Creation
After creating Category create New Project by clicking on Project >New Project button to create a project. During project creation fill up below information.
Example Of Project Name: Implementation of Task Manager
There are 3 type of role need to be apply during creating a project (1) Project Manager (2) Co Worker (3) Client
Slide –9
3. Add Milestone
Milestones help you for achieving your future with very good way. To break down your projects information in to several parts. In milestones there may start parts or phase and end parts or phases.
At fist click on Milestones Menu ->Then click Add Milestones button. A form will Open to input below information and click on Add List
Example Of Milestone Name: Implementation of Task Manager
Slide –9
4. Add Task List
After creating Category, Project and Milestone we can to create Task list.
At first create on Task List Menu -> Then click +Add Task List button -> A Entry From will open with below information-> After imputing below information click on Add List button
Example of Task List Name: Mashiur Task List
Slide –9
5. Add New Task Under Task List
To create task go to Task List >> Add Task
Example of Task List Name: Review Task Manager
Slide –9
6. Create Label
To create label, Click on More >> Setting >> Label >> Create Label
3. User Metrics
Only WordPress admin can create user with different role. There are 3 types of login user rolls are exist in the project management system. (1) PM Admin (2) PM Manager (3) No Capabilities User
Login User Role Management for Administration
Role
PM Admin User
PM Manager User
No Capabilities User
Manager
Co Worker
Client
Create/ Update/ Delete/ Complete Project
√
√
X
X
X
X
Create/ Delete Project Category
√
√
X
X
X
X
Add Task/ Task List Under Project
√
√
√
√
√
√
Add Sub Task Under Task
√
√
√
X
X
X
Assign Member/ Calendar for Task
√
√
√
√
√
√
Complete/ Incomplete Other Task
√
√
X
X
X
X
Create/ Edit/ Delete Label
√
√
X
X
X
X
Add Milestone
√
√
√
√
√ / X
√ / X
Edit/ Delete Milestone
√
√
X
X
X
X
Set Tier
√
√
√
Add New Discussion
√
√
√
√
√
√
Edit/ Delete Discussion
√
√
X
X
X
X
Add Comment under Task/ Discussion
√
√
√
√
√
√
File/ Folder Upload/ Create Doc
√
√
√
√
√ / X
√ / X
Delete Other File/ Folder/ Doc
√
√
√
√
X
X
Create Invoice
√
√
X
X
X
X
Overview Gantt Chart View
√
√
√
√
√
√
Report
√
√
X
X
X
X
Activities (Log Report)
√
√
√
√
√
√
Project Setting
√
X
X
X
X
X
4. Main Menu of Project Manager
After login every user can see a dashboard . In project Manager dashboard you can see below menu
Slide -7
4.2.1. Sub Menu of Project
After creating a project you can see below sub menu under a project information.
Slide –8
4.2.1.1 Overview
In Overview sub menu you can see total counter of Discussion, Task List, Task, Comments, Files, Milestones and last 30 days Activity and Task Graph
Slide -11
4.2.1.4. Discussions
Use
discussion panel to create an discussion, a group discussion or a private
conversation. Note that the Admin can always manage these discussions. For this
click on Add New Discussion Button
Enter Discussion Title : Discussion about Tell us
Write comments : Discussion about Tell us in details description
Milestone: Email notification milestone (Select)
Private: if you want (Pro version)
Attach: files if you wish
Notify User : Mashiur Rahman
Finally
click Add Message Button. Assigned user can make a comments.
Slide –12
4.2.1.5. Files
This is
file attachment management system under a project
User can download, link to website and can make comments
User can Create folder, Upload file, create doc and links to doc (Pro version)
Slide -13
4.2.1.6. Activities
This is
log system of all types process. Some examples of activities are given below –
Mashiur Rahman has updated the estimation of a task, Hosting Configuration Task details, from 150 to 0. Jan 29, 03:01 pm
Project Manager has created a task, UAT Test of Software. Jan 29, 02:57 pm
Project Manager has updated the status of a task, Hosting Configuration Task details, from complete to incomplete. Jan 29, 02:14 pm
Project Manager has updated the status of a task, Complete Tell Admin Panel, from complete to incomplete. Jan 29, 02:14 pm
Slide -14
4.2.1.7. Gantt Chart Sub Menu
Gantt Chart is a feature having bar charts that illustrate a project schedule.
4.2.1.8. More/Setting Sub Menu
Pro version only. After creating a project first we should setting the parameters of setting. In Setting Sub Menu Project Manager can set below information
Capabilities
Integration
Label
Capabilities: We can set different types of capabilities for Co-worker and client . There are 3 types of capability are exist in the system.
Manager
Co-Worker
Client
Action
Manager
Co-Worker
Client
Message Create
√
Yes/No
Yes/No
Message View Private
√
Yes/No
Yes/No
Task List Create
√
Yes/No
Yes/No
Task List View Private
√
Yes/No
Yes/No
Task Create
√
Yes/No
Yes/No
Task View Private
√
Yes/No
Yes/No
Milestone Create
√
Yes/No
Yes/No
Milestone View Private
√
Yes/No
Yes/No
Files Create
√
Yes/No
Yes/No
Files View Private
√
Yes/No
Yes/No
Integration: In this part Project Manager can integrate different services four user
Label: The user can create label in this section. You can create label with color setting. The label may be different state like Urgent, Important, Les Important etc. After creating label project owner can set it in Task to describe its urgency.
Slide -15
5. Progress
This is overall progresses log of a project
Mohammad Fadin has updated project status from “incomplete” to “complete”. 2021-01-09 16:42:35
Cut to ship ratio improve update Mohammad Fadin has updated the status of a task, Cut to ship ratio improve, from incomplete to complete. 2021-01-09 16:42:18
Online Shop update Mohammad Fadin has updated project status from “incomplete” to “complete”. 2021-01-09 16:39:07
Online Shop update Mohammad Rahim has updated project status from “complete” to “incomplete”. 2021-01-09 16:39:04
Slide 16
6. Modules
PM Admin and PM Manager can ON/OFF following modules
Project Invoice Project Invoice: Generate invoice for your projects anytime; print, download and send emails to your client.
WooCommerce Order WooCommerce Order: Create projects instantly for each of the orders placed on your WooCommerce store.
Gantt Chart Gantt Chart: Create detailed Gantt charts for your projects and become a professional project manager.
Sub Task Sub Task: Break down your to-dos into smaller tasks for better management and project tracking.
Custom Fields Custom Fields: Generate invoice for your projects anytime; print, download and send emails to your client.
Recurring Task Recurring Task: Repeatedly creates tasks if you set recurrence.
KanBan Board KanBan Board: Turn your projects into Trello like boards and organize them using drag and drop feature.
Invoice stripe payment gateway: Get payment with stripe account
Time Tracker Time Tracker: Track time for each of your project tasks for increasing overall team productivity.
BuddyPress Integration BuddyPress Integration: Manage your projects group wise directly from the frontend using this premium integration.
Slide 17
6.1.Project Invoice
Pro Only
– Everybody can generate invoice for their projects anytime as well as print
and download and send emails to your client
First Open a Project ERP Activities
Then You can see Invoice Tab / Menu
Then click Add New
Then a Invoice entry form will open for data entry
Invoice Title *: Invoice for Project Management System
Client : Assign client from option area
Addresses: You can see her From and To Button. So Type your address here
Invoice Date *: 2020-01-02
Due date *: 2020-01-07
Invoice Discount (%): 10
Minimum Partial payment: Ok
Min Partial Amount: 10
Initial Invoice Entry (Task): This is Task for Software
Initial Invoice Entry (Rate): 50
Initial Invoice Entry (Hour): 1
Initial Invoice Entry (Tax): 5
Initial Invoice Entry (Name): General Information Ltd
Initial Invoice Entry (Unit Price): 50
Initial Invoice Entry (Qty): 1
Terms : This is Terms and Condition
Notes Visible to Client: Well Noted
Slide -18
7. Tools
Terillo, App Key, App Token
Slide -19
8. Setting /Email Notification
Free
version – you can check/ uncheck email notification option
Pro
version -This software have very nice notification system according to below
criteria
Email Notification: Enable project manager email
Notifications for : New Projects
Notifications for : Update Projects
Notifications for : New Message
Notifications for : New Comment
Notifications for : Update Comment
Notifications for : New Task
Notifications for : Update Task Complete Task
1. Package of Web Project Management System
The following features are for free version
Features
Personal
Professional
Business
Unlimited tasks
√
√
√
Edit and stylize messages
√
√
√
Interactive calendar
√
√
√
See progress bar on the list
√
√
√
Add description & title
√
√
√
Mark to-do as complete/incomplete
√
√
√
Assign messages and task list on milestone
√
√
√
Upload files on messages & comments
√
√
√
Built-in private messenger
√
√
√
Set the start & end date of the project
√
√
√
Upload all files in one place
√
√
√
Create folders for files
√
Link messages & task lists with files
√
√
√
Project User permission
√
√
√
Team category permission
√
√
√
Frontend projects and discussions
√
√
√
Automatic daily digest emails
√
√
√
Advanced filters for reports
√
√
√
Real-time updates
√
√
√
Custom Field
X
√
√
Subtask
√
√
√
Time Tracker
X
√
√
Gantt Chart
X
√
√
Invoice
X
√
√
Kanban Board
X
X
√
BuddyPress Integration
X
X
√
WooCommerce Orders
X
X
√
Stripe
X
X
√
Recurring Task
X
X
√
Domain
1
5
10
Pricing
$79
$149
$249
Slide –20
9. Conclusion
We can customize this software for you according to your requirements
Old Release/ Changelog
Some old release archives are given below
Account Manager:
Account Manager can view his assigned project only
Account Manager can add task under a project after assigned a project
Employee:
Account Manager can view his assigned project only
Account Manager can add task under a project after assigned a project
Subscriber:
Account Manager can view his assigned project only
Account Manager can add task under a project after assigned a project
Contributor:
Account Manager can view his assigned project only
Account Manager can add task under a project after assigned a project
Author:
Author can view his assigned project only
Author can add task under a project after assigned a project
Author can add category
Author can add new project
Author can add Task
Author can add Milestone
Author can add discussion can add files and comment
Author can see his activities
Author can delete his and other projects
Editor:
Editor can view his assigned project only
Editor can add task under a project after assigned a project
Editor can add category
Editor can add new project
Editor can add Task
Editor can add Milestone
Editor can add discussion can add files and comment
Editor can see his activities
Editor can delete his and other projects
Administrator:
Account Manager can view his assigned project only
Account Manager can add task under a project after assigned a project
Administrator can add category
Administrator can add new project
Administrator can edit project
Administrator can delete project
Administrator can add Task
Administrator can add Milestone
Administrator can edit and delete Milestone
Administrator can add discussion can add files and comment
Working Flow Chart of this software is given below –
Project Category Creation by Project Manager ↓ Project Creation and User assigned ↓ Label Creation ↓ Milestone Creation ↓ Task List Creation ↓ Add Task Under Task List ↓ Discussion
User Registration by IT Department
1. Features of Web Project Management System
Team discussion : Have open channel or private discussion on each project
Gantt Chart : Get an illustrated view of your projects and task progress.
File Management : Google Drive styled document manager for easy sharing and security.
Recurring : Just set a roadmap and repetitive tasks will be created & assigned itself.
Privacy & Security : Different permission levels and user roles to ensure intact privacy and security of your projects
Calendar : Interactive calendar with drag and drop feature makes task tracking easier.
Kanban Board : Maximize workflow with Kanban method of project management.
Email Notifications : Get email notifications on important actions. No chance of missing out.
