দুবাই এর আতর: Al Haramain, Swiss Arabian, Naseem ব্রান্ডের আতর। সবার থেমে আমাদের নিকট অর্ধেক দামে পাচ্ছেন। আমরা দাম গোপন করে কার কাছে বেশি/কম রাখিনা, তাই দাম প্রকাশ করে দিয়েছি।
ইউরোপের আতর: SAATTCO ব্রান্ডের আতর ও পারফিউম ওয়েল। পোশাক না ধোঁয়া পর্যন্ত ঘ্রাণ থাকে। প্রতিটি পারফিউম ওয়েল / আতর ওরিজিনাল ক্যান সংগ্রহ করে ঢেলে বিক্রি করি যা ভিডিও করে দেখানো হয়েছে। WhatsApp 01817043086 অথবা আমাদের ওয়েব সাইট হতে সরাসরি কিনুন www.https://shop.hadisquran.com
ইন্ডিয়ার আতর: Euro Velly, Al Nuaim ব্রান্ডের আতর। বাজারে অনেক প্রকারের ভ্যাম্পায়ার ব্লাড আতর পাওয়া যায় যার সংখ্যার কোন সেশ নেই। আমরা ওরিজিনাল আতর গুলো ওরিজিনাল ক্যান খুলে ভিডিও করে ঢেলে দেখাই।
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
Growing Sustainable Apparel Business
By Md. Khondakar Mashiur Rahman (CV) Education: Aptech, NCC, New Horizons, London Metropolitan University (External) and UITS Experience: 20 Years in RMG Sector Proven Portfolio: Google, Yahoo, Moz, SEMruras
Cell# +880 1817043086
Slide 1 Contents
What is Digital Marketing (DM)
Content Marketing (CM)
E commerce/ Online Visual Marketing (OVM)
Social Media Marketing (SMM)
Video Marketing (VM)
Marketing Communication (MC)
Email Marketing (EM)
Search Engine Marketing (SEM)
Implementation
Conclusion
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 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 –
Basic Page Development
Keyword Research
Blog / Magazine/ News publication
Guest Post/ Forum
Slide-4 2.1.Basic Page Development and Modification
Corporate website need some basic page. Need to update regular basis by concern
Product Catalog Page with high resolution optimized images.
CSR Activities
Career, Circular
News/ Press Release Archiving
Knowledge base / FAQ
Contact Us
Example of Content Archiving Screenshot:
Opportunity: No competitors in our country
Slide-5 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.
Garment Factory in Bangladesh (Google search result 2nd Page)
Button Attachment Machine (Google search result 1st Page)
Quote : backlinko.com says organic traffic grow by 21.22%
Example Screenshot:
Opportunity : No competitor in Bangladesh. This tools bring visitors organically to your website
Slide-6 2.3. Blog / Magazine/ News
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 –
Niche Selection
Spin content for different media
Plagiarism checker testing before publish
Comment review and approval
Example Screenshot:
ExampleScreenshot:
Opportunity: No competitors in our country. Recommended for all corporate websites
Slide-7 2.4. Guest Post/ Forum
Guest post 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.
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 approved online visual marketing-
Showcasing shipped products details
Showcasing design studio products
Showcasing embroidery designs
Showcasing Trims Accessories
Showcasing Agro and Dairy Products
Review analysis
Example of Ecommerce Screenshot:
Opportunity: Few competitors in our country. Quote: oberlo.com mentioned, 2.86% Ecommerce website visitor convert into purchase
Slide-9 4. Social Media Marketing (SMM)
Social media marketing (SMM) refers to the use of social media networks to market a company’s products and services.
LinkedIn Company Page major for B2B garment factory business
Facebook Business Page major for B2C Trims, Agro business
Instagram/Pinterest Page
YouTube Channel Optimization
Others
To connect
Apparel brand managers
Fashion sourcing heads
Buying house professionals
Quote: wordstream.com mentioned, 37% of consumers find purchase inspirations through social media
Example Screenshot:
Opportunity: High Competition
Slide-10 5. 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-
Factory tour
Quality control process
Tutorial video
Video interview
Videos of business presentations
Product demos and reviews
Bulk order process
Live streams of programs
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
Slide-11 6. 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
Forum
Get Quote
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
Example of Chat Service Screenshot:
Opportunity : Very few competitors. This is recommended for B2C business. e.g. Logistics, Trims, Agro, Dairy, Fashions etc
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.
Example Feedback Screenshot:
Slide-12 7. 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
Slide-13 8. 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 Analytics Tools
Ahrefs, Semrush, Ubersuggest Analytics Tools
CMS Tools e.g. WordPress, WooCommerce, Shopify etc.
Using above tools we can get below reports-
Traffic Analysis e.g. Monthly, Yearly, Custom
Organic/Direct/Referral visitors
Source Google, Yahoo, Facebook, YouTube, Country, City etc
Devices desktop, mobile, tablet etc
Example: Multiple Views
Slide-14 9. Implementation
Guidelines to get Success –
Requirement should come from top management
Auditing website by consultant once a month
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
Work with CRM 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
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
Slide-15 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.
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
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
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-
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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
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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:
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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
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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
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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
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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
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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
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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
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12. Email Campaign
For Pro Version Only –
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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
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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.
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15. Document Manager
For Pro Version Only –
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16. SMS Notification
For Pro Version Only –
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17. Deals
For Pro Version Only –
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18. Hubspot Contacts Sync
For Pro Version Only –
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19. Workflow
For Pro Version Only –
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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
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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
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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.
