Recently, we received an intriguing query from a prospective client. The customer was seeking a solution to geolocate their Dynamics CRM data on a map, aiming to improve their customer visit planning process. Their challenge resonates with many businesses trying to make sense of their data and convert it into actionable insights.

MappyField 365 was the answer to their query. The tool is designed to plot Dynamics CRM data on a map. It brings a new dimension to interpreting customer data by transforming static data sets on a map.

For more details on how that happens, keep reading.

Understanding the Problem

Traditionally, businesses have relied on CRM systems like Microsoft Dynamics CRM to store and manage customer data. These systems are excellent repositories of valuable customer information, including names, contact details, purchase history, and, most importantly, addresses.

However, as our lead’s query highlighted, these data points are often presented as plain text entries in the database, which makes them difficult to interpret.

This conventional way of dealing with customer data has its drawbacks.

• First, it’s challenging to visualize the geographic distribution of customers. Businesses often struggle to identify clusters of customers or areas where they might need to focus their efforts.
• Second, planning efficient routes for customer visits can become a complicated and time-consuming task, especially if customers are spread across a large geographic area.

Moreover, the lack of a geolocalised view of customer data means businesses miss out on opportunities for personalized customer engagement.

The problem is clear, businesses need a more effective way to visualize and leverage their Dynamics CRM data for planning customer visits.

MappyField 365 as the Solution

Addressing the challenges faced by businesses in planning customer visits requires a solution that not only plots Dynamics CRM data on a map but also offers features to make this data actionable.

MappyField 365 integrates with Dynamics CRM to turn data into a visually engaging map-based interface. It locates customers on a map, providing businesses with a comprehensive geographical overview of their customer base.

This spatial representation of data offers a better understanding of customer distribution. It helps businesses see where their customers are concentrated and identify patterns that may not be readily apparent from raw CRM data.

But our Dynamics 365 mapping tool does more than just display locations on a map. For instance, when it comes to planning customer visits, the platform offers an optimized routing feature. This feature allows businesses to create the most efficient route based on the customers’ locations, minimizing travel time and maximizing the number of customer visits.

Benefits of Geolocalisation for Customer Visit Planning

1. Enhanced Visualization

With geolocalisation, businesses gain a visual, geographical representation of their customer base. MappyField 365’s map-based interface provides an immediate, intuitive view of customer distribution, making it easy to identify patterns, trends, and customer clusters that may have been overlooked in traditional CRM data view.

2. Improved Route Optimization

The route optimization feature in Dynamics 365 map minimizes the complexity and time involved in planning customer visits. It intelligently plots the most efficient route for customer visits connecting all the visit locations.

3. Proactive Scheduling

With MappyField’s proactive scheduling, managers can design daily schedules of their on-field teams. They can assign each agent with client details and a route that shows the sequence of meeting clients. Prior scheduling simplifies task assigning and work distribution in teams.

4. Personalized Customer Engagement

By understanding the geographical context of customers, businesses can develop and implement personalized engagement strategies. From customizing product offerings to tailoring communication strategies, geolocalisation empowers businesses to enhance customer satisfaction.

5. Time and Cost Savings

Efficient route planning reduces travel time and fuel expenses, while proactive scheduling helps avoid repeated travels to the same regions. The combined effect of these efficiencies can significantly reduce operational costs and time.

6. Strengthened Customer Relationships

Improved efficiency in customer visits and personalized engagement strategies can lead to stronger customer relationships. By ensuring regular and timely engagement, businesses can enhance customer satisfaction, loyalty, and overall relationship.

Conclusion

MappyField 365, with its capacity to plot Dynamics data on a map, offers businesses an opportunity to visualize their customer data, optimize their planning process, and personalize their customer engagement.

The benefits of geolocalisation show the transformative impact MappyField 365 can have on the business’s customer visit planning process. As we navigate the era of data-driven decision-making, tools like MappyField 365 that offer innovative ways to interpret and utilize data are not just beneficial but essential for business success.

All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

This Article is originally published on:

https://www.appjetty.com/blog/dynamics365-geolocalisation-data/

Building trust and credibility in the market is crucial for the success of an online store. When customers have confidence in your brand, they are more likely to make a purchase.

That’s why we’re excited to explore the powerful tool that can help you achieve this on Shopify—the Shopify Delivery Date & Shipping Rates App.

In this comprehensive guide, we will discuss the importance of trust and credibility, the significance of a seamless shopping experience, and how this app can revolutionize your customers’ shopping journey.

So let’s get started!

Why do Trust and Credibility Matter?

When customers feel confident and trust your brand, it impacts their purchasing decisions. Trust instills a sense of reliability, security, and transparency, making customers more inclined to choose your products or services over competitors.

When customers have confidence in your brand, they are more likely to return for future purchases. Credibility is equally important as it establishes your brand’s reputation and authenticity.

By focusing on building trust and credibility, you can foster long-term relationships with your customers. This involves consistently delivering on your promises, providing exceptional customer service, and maintaining transparent and ethical business practices.

The Importance of a Smooth Shipping Experience

Shipping plays a vital role in the online shopping experience. It can make or break a customer’s perception of your brand.

When customers receive their orders on time, in good condition, and with minimal hassle, it boosts their confidence in your brand.

On the other hand, delays, damaged products, or confusing shipping processes can lead to frustration and break trust. That’s why it’s essential to prioritize a smooth and reliable shipping experience.

Understanding the Shopify Delivery Date & Shipping Rates App

The Shopify Delivery Date & Shipping Rates App is a powerful tool that seamlessly integrates with your Shopify store.

It offers multiple shipping options with detailed configurations to enhance your shipping capabilities and create a positive customer experience.

The app allows you to set up different profiles based on regions, product types, or customer segments, enabling you to offer tailored shipping rates and discount options to meet the unique needs of your customers.

Benefits of Dynamic Shipping Rates

One of the standout features of our app is its ability to calculate dynamic shipping rates. Unlike static rates that are fixed, dynamic rates adjust based on factors such as weight, distance, destination, order value, etc.

This means that your customers will always see accurate shipping costs at checkout, eliminating surprises with pricing transparency.

Dynamic shipping rates ensure that customers pay fair and reasonable fees, which can result in higher conversion rates and customer satisfaction.

How the Shopify Delivery Date & Shipping Rates App Helps Different Industries

To illustrate the impact of the Shopify Delivery Date & Shipping Rates App, let’s consider an example of an online flower shop.

This store has implemented the app to improve its shipping process. With the app, the florist can offer various delivery options to its customers, such as next-day delivery or same-day delivery for urgent orders, store pickups, and standard shipping.

By customizing their shipping profiles, they can also provide different shipping rates for customers in different regions, making their pricing fair and consistent.

These features have enhanced the overall shopping experience for the customers as they are receiving the order on their preferred date and time.

Conclusion

Building trust and credibility is essential for the success of your online store. By implementing the Shopify Delivery Date & Shipping Rates App, you can enhance your customers’ shopping experience by providing multiple delivery options, accurate shipping rates, and transparency throughout the shipping process.

When customers trust your brand, they are more likely to become loyal supporters, recommend your store to others, and contribute to the long-term success of your business. So enroll for the free trials now!

Try for FREE

All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

This Article is originally published on:

https://www.appjetty.com/blog/shopify-delivery-date/

Have you missed out on opportunities because you could not guide your sales agents on time?

Maintaining communication with the on-field team is the hardest part of field operation management. The sales agents often have to juggle between multiple apps for different things like instant messaging and document sharing.

But if the mobile app of the geolocation mapping tool has a live chat feature, it would become much easy for the managers and on-field agents to connect instantly.

Sounds exciting, isn’t it?

So, let’s explore how the new Live Chat feature benefits Dynamics 365 map users.

1. Instant Query Resolution

If the sales agents can find the Live Chat feature in the mobile app of the mapping tool, communicating with peers would become much easier. With Live Chat, on-field agents no longer have to wait or rely on emails or phone calls to seek guidance or resolve queries.

They can now directly connect with managers in real time. This will bring rapid resolution to the query. Whether it’s a complex task, a technical challenge, or a customer query, Live Chat empowers agents to receive instant support.

On the other hand, if managers have any updates that they want their sales agent to know before they start the meeting, they can instantly do it with live chat.

2. Document and Image Sharing

Managers might want to share some important documents that they just received to the sales agent before they head for the meeting. Or the agents would want to share the documents with managers after the meeting is over so that they can plan things ahead. Whatever the scenario is, Live Chat makes it easy for you to share important documents and images with your peers.

3. Enhanced Efficiency and Productivity:

The Live Chat feature significantly enhances efficiency and productivity across field operations. Agents no longer need to interrupt their workflow or waste time searching for information or solutions independently.

Instead, they can instantly connect with managers, reducing downtime and improving decision-making capabilities. Thus, as the sales agents get instant resolution, they can quickly move on to their next task without wasting any more time.

Conclusion

Hence, the Live Chat feature can revolutionize field service management by enabling seamless communication and collaboration between on-field agents and managers.

The instant query resolution, real-time insights, and streamlined information sharing offered by Live Chat enhance the productivity of your field agents.

This feature can help your teams achieve better outcomes in today’s dynamic and competitive business environment.

All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

This Article is originally published on:

https://www.appjetty.com/blog/live-chat-mappyfield/

Ahmedabad, 3rd July 2023 – AppJetty, a leading software products company, is thrilled to announce its partnership with TEX-IT, a dynamic IT company specialising in Microsoft 365 solutions and implementations.

This collaboration marks the strengths of both companies to deliver enhanced services and products to customers seeking seamless integration of Microsoft’s solutions.

TEX-IT’s expertise lies in setting up, maintaining, and securing Microsoft 365 environments. With their no-nonsense approach, ready-to-use delivery, and easy communication, they have established themselves as a trusted Microsoft implementation partner. By joining forces with TEX-IT, AppJetty aims to further amplify the value provided to customers and empower them with their tailor-made solutions that meet customers’ unique business requirements.

Tex Grit, Owner of TEX-IT, said, “From the moment we engaged Biztech, it was evident that their collaboration was built on trust, innovation, and a shared commitment to customer success. With our combined expertise and deep understanding of Dynamics 365, we are able to deliver tailored solutions that meet the business requirements of our customers. This partnership has truly elevated our digital transformation journey and positioned us for continued success in the ever-evolving business landscape.”

“We are excited to partner with TEX-IT and combine our expertise to bring innovative solutions to the Microsoft 365 ecosystem. This collaboration allows us to offer tailored products and services that meet the evolving needs of businesses,” said Maulik Shah, CEO at AppJetty.

As AppJetty and TEX-IT move forward with their partnership, they are committed to jointly driving innovation, simplifying Microsoft 365 implementations, and ensuring customer satisfaction remains at the forefront of their collaboration.

The partnership between AppJetty and TEX-IT is built upon shared values of trust, innovation, and a commitment to customer success. This collaboration will enable businesses to leverage AppJetty’s cutting-edge solutions alongside TEX-IT’s Dynamics services opportunities.

About TEX-IT:

TEX-IT is a young and dynamic IT company that believes in Microsoft’s information systems. The company specializes in setting up, maintaining, and securing Microsoft 365 environments. TEX-IT offers a no-nonsense approach, ready-to-use delivery, and easy communication to ensure customer satisfaction and success.

About AppJetty:

AppJetty is a leading software products company specializing in apps, extensions, and plugins for various technology platforms. With a focus on creating innovative and feature-rich solutions, AppJetty has earned a reputation for delivering exceptional products and services to customers worldwide.

All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

This Article is originally published on:

https://www.appjetty.com/blog/appjetty-texit-dynamics-partnership/

Be it the holiday season, Black Friday sales, or any other peak time, businesses grapple with high demand and logistical challenges. Here’s the silver lining: AppJetty’s Delivery Date Plus app is designed to be your trustworthy sidekick during these busy periods. This article dives deep into the app’s functionalities and how it can be the catalyst for optimizing your sales this season.

Before diving into the features, it’s essential to understand the e-commerce landscape’s nuances during peak sales seasons. Customers have higher expectations. They seek exclusivity, quick deliveries, and a seamless shopping experience. On the other hand, businesses face the challenge of managing stock, ensuring timely deliveries, and making the shopping experience glitch-free. This is where AppJetty’s app steps in.

Key Features to Maximize Efficiency

1. Launch Seasonal Products Precisely

Exclusive products give customers a reason to choose you over others. Our app lets you add a special touch by setting availability dates for such products. Imagine the allure of a “Winter Elegance” collection available only during the first week of December. Such time-bound exclusivity can draw in both regular customers and new visitors, creating a buzz around your offerings. By restricting the dates, you’re not just selling a product but an experience. This feature helps you create the exclusivity that customers crave, especially during the sales season.

2. Balance Demand and Supply Efficiently

Without efficient management, increased demand can lead to logistical nightmares and dissatisfied customers. To counteract this, the Delivery Date Plus app allows businesses to maintain a fine equilibrium between demand and supply.

By setting a maximum order limit, you ensure that the promise you make to your customers is a promise kept. It ensures that each order is given the attention it deserves and products reach customers as promised, preserving the trust they have placed in your brand.

3. Boost Delivery Orders with Incentives

Delivery can be a significant revenue driver, especially in today’s climate, where many prefer to shop from the safety and comfort of their homes. Yet, businesses sometimes struggle to push for delivery sales. This is where the app’s incentive feature can be a game-changer.

Businesses can tap the deal-seeking customer by offering unique discount codes specifically for delivery orders. Customers enjoy discounts, and businesses see an uptick in delivery orders. Moreover, by setting profiles for shipping rates, businesses can offer flexible delivery options catering to a broader customer base.

Conclusion

The sales season, with all its excitement, brings along challenges. But with the right tools, like AppJetty’s Shopify Delivery Date Plus app, businesses can transform these challenges into opportunities. From creating exclusivity around products to efficiently managing demand and adding personal touches, the app is the perfect ally for any business aiming to make the most out of the peak sales season. Remember, in the world of e-commerce, it’s not just about selling products; it’s about selling an unparalleled experience. And with this app, you’re well-equipped to do just that.

All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

This Article is originally published on:

https://www.appjetty.com/blog/shopify-delivery-date-2/

If you’ve been riding the Microsoft Bookings wave, you know how essential a good scheduling tool can be. But what if we told you the ocean of booking solutions is vast and brimming with Microsoft Bookings alternatives that might perfectly fit your unique needs?

You will uncover tools with intuitive designs, flexible pricing, and features that might make you reconsider your current booking setup. So buckle up, and let’s set sail on this voyage of scheduling discovery!

1. Calendar 365

Calendar 365 is a comprehensive scheduling solution primarily tailored for Dynamics CRM users. As it tightly integrates with Dynamics 365 CRM, it offers businesses a seamless experience to manage their appointments, tasks, and resources directly within their CRM environment.

Features:

• Unified View: Calendar 365 provides users with a consolidated view of all appointments, tasks, activities, and even custom entities. This makes planning and tracking easier.
• Multiple Views: From Day, Week, Month to Gantt and Agenda views, users can switch between various calendar layouts based on their preference.
• Custom Entity Support: Unlike many other scheduling tools, Calendar 365 allows users to manage custom entities. This is particularly beneficial for businesses with specialized scheduling needs.
• Recurring Appointments: Users can set recurring appointments, ensuring regular tasks or meetings are always noticed.
• Resource Management: Calendar 365 offers the ability to manage and allocate resources, be it rooms, equipment, or staff.
• Color-Coded Entries: Different activities and appointments can be color-coded for easier visualization, making it simple to differentiate and identify tasks.
• Integration with Dynamics CRM: As it is designed primarily for Dynamics CRM users, the integration is deep and seamless, ensuring that data flow and synchronization are smooth.

Limitations:

• Specialized for Dynamics CRM: Calendar 365 is tailor-made for Dynamics CRM only.

2. Calendly

Calendly is a cloud-based scheduling application that allows professionals and businesses to set their availability and have clients or colleagues easily book appointments. By eliminating the need for back-and-forth emails and manual scheduling, Calendly has gained popularity among many professionals across various industries.

Features:

• Event Types & Duration: Users can set different event types, such as 15-minute consultations, 1-hour meetings, or group events. Each event type can have its unique settings and availability.
• Time Zone Intelligence: Calendly automatically detects the time zone of the person booking the appointment, ensuring there’s no confusion about the meeting time.
• Buffer Time: Users can set buffer times before or after meetings to prevent last-minute bookings or to ensure breaks.
• Integration with Other Calendars: Calendly can sync with Google Calendar, Office 365, Outlook, and iCloud, ensuring that you never get double-booked.
• Customization: Users can brand their Calendly link and booking pages with company colors and logo.
• Automated Notifications: Send confirmation and reminder emails or SMS messages to attendees.

Limitations:

• Limited Free Version: The free version of Calendly is quite limited. It offers only one event type, and many of the more advanced features are behind a paywall.
• Limited Customization: While basic customization is available, users might find the options for adjusting the look and feel of the booking page to be limited compared to some other platforms.
• No Native CRM: While Calendly does integrate with CRMs via third-party connectors, it doesn’t have its own built-in CRM functionality.
• Complexity for Multi-User Scheduling: While it offers round-robin and collective availability, the setup can be complex for teams with multiple members, especially if various rules or conditions need to be applied.
• Price Point: For businesses or professionals needing advanced features, the pricing can get relatively high, especially compared to other scheduling tools with similar capabilities.

3. BookingLive

BookingLive is a versatile online booking and reservation system designed for a broad range of industries, from healthcare and education to events and tourism. It offers basic appointment scheduling features and functionalities to manage courses, classes, events, and more. Tailored to accommodate both B2B and B2C enterprises, the software is suitable for businesses of all sizes.

Features:

• Versatility in Booking Types: BookingLive is not just for meetings; it facilitates reservations for courses, events, classes, and other appointment types.
• Automated Notifications: Automated SMS and email reminders ensure that both the service providers and clients are always in the loop.
• Integration Capabilities: BookingLive can be integrated with a wide variety of third-party applications, including CRM systems, payment gateways, and marketing tools.
• Resource Management: The platform allows businesses to manage and allocate resources effectively. This can include rooms, equipment, or even staff.
• Payment Handling: Integration with numerous payment gateways like PayPal and Stripe makes processing payments smooth and efficient.

Limitations:

• Learning Curve: While BookingLive is comprehensive, its wide range of features can make it overwhelming for some users, leading to a steeper learning curve.
• Price: Depending on the functionalities required, the software can be relatively pricey, especially for smaller businesses or startups with limited budgets.
• Customization Restrictions: Despite offering customization options, there might be some limitations when it comes to deeply personalizing or tweaking specific features to unique business needs.

4. Calenso

Calenso is an online scheduling tool that offers personalized booking experiences for users and their clients. The platform focuses on making the booking process as seamless and efficient as possible, aiming to save time and reduce administrative tasks.

Features:

• Personalized Booking Experiences: Calenso allows businesses to create booking pages tailored to their brand, thus enhancing customer experience.
• Smart Scheduling: The platform suggests suitable appointments based on predefined parameters, streamlining the booking process for the user.
• Automated Reminders: To minimize no-shows, Calenso sends automated reminders to attendees through email or SMS.
• Integrations: Calenso can be integrated with various tools, helping businesses manage their workflows efficiently.
• Online Payment Processing: If a business wishes to collect payment for appointments or services, Calenso supports online payment functionalities.

Limitations:

• Limited Advanced Features: While Calenso is rich in basic functionalities, it might not offer advanced features found in more comprehensive booking platforms.
• Customization Restrictions: Calenso provides personalized booking pages, there could be some limitations in deeply tailoring the look and feel of the platform according to very specific branding needs.

5. Bookafy

Bookafy is an online appointment scheduling software that caters to businesses and professionals, offering them an automated system to book meetings, appointments, and calls. Its intuitive design and integration capabilities make it a popular choice among users who prioritize functionality coupled with a user-friendly interface.

Features:

• Variety of Booking Options: Bookafy supports both one-on-one appointments and group events, providing flexibility to users based on their requirements.
• Integration with Calendars: The platform can sync with major calendar apps like Google Calendar, Office 365, and Outlook. This ensures that users are never double-booked and always have a consolidated view of their schedule.
• Customizable Branding: Users can tailor their booking page to reflect their brand aesthetics. This includes customization of colors, logo, and even the URL.
• Automated Notifications: Bookafy sends out automated SMS and email reminders to clients, reducing the chances of no-shows.
• Online Payments: The platform integrates with payment gateways, enabling businesses to charge for appointments if necessary.

Limitations:

• Pricing Structure: Depending on the feature set required, Bookafy can become pricey, especially for smaller businesses or solo professionals.
• Limited Customization: Even though users can brand their booking pages, deeper customization of the platform according to very specific needs might be restricted.

Conclusion

It is evident from the above discussion that while MS Bookings is a powerful tool, numerous worthy alternatives are available to cater to diverse business needs. If there is one alternative that truly stands out for Dynamics CRM users, is Calendar 365. Seamlessly integrating with Dynamics 365 CRM, Calendar 365 offers a familiar environment and enriches it with custom entities, a unified view, and deep personalization capabilities. For businesses anchored in the Microsoft ecosystem, it offers the promise of both continuity and enhanced functionality.

Find a detailed comparison between Calendar 365 and Microsoft Bookings here:

Book your Calendar 365 Demo

All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

This Article is originally published on:

https://www.appjetty.com/blog/alternative-msbookings-dynamics-365/

Managing entities in an organized manner is crucial for every business. And that is why businesses use calendars.

Our Calendar 365 was built with such an intention.

It is a comprehensive solution offering not one but three different calendars to streamline your business operations.

While the Customer Calendar and Resource Calendar are indeed powerful tools in their own right, in this blog post, we are turning the spotlight to the third member of the trio, the versatile Entity Calendar.

With the ability to customize it to match your unique requirements, the Entity Calendar emerges as the go-to tool for businesses striving for efficiency. From tracking leads and managing cases to coordinating room bookings, Entity Calendar has it all.

So, let’s get started!

Understanding the Entity Calendar

The Entity Calendar in Dynamics 365 Calendar provides a visual interface where businesses can choose the entity of their choice, be it leads, cases, or any other entity that matches their requirements and operational flow.

Entities are depicted as individual blocks on the calendar, each associated with a due date. The progress of each entity is color-coded to make it easily separable.

For instance, in the case of leads, the statuses could range from ‘New’ and ‘In Progress’ to ‘Follow-Up,’ ‘Won,’ or ‘Lost.’ Cases might be represented with statuses like ‘Open,’ ‘In Progress,’ ‘Pending,’ ‘Resolved,’ or ‘Closed.’ The beauty of this system is that it allows businesses to decide which entities they want to visualize and track.

With the Entity Calendar, it becomes straightforward to comprehend the progress and status of each entity at a glance.

Tracking Leads with the Entity Calendar

Leads in the Entity Calendar are presented as individual blocks, each associated with a specific due date and unique color which signifies its current status. This feature is a significant step up from traditional CRMs, where leads are typically listed in a tabular format.

A lead might start as ‘New’, then progress to ‘In Progress’ as your team begins interacting with the potential customer. It might then move to ‘Follow-Up’ status if the lead requires further interaction or nurturing.

Ultimately, the lead will be marked as ‘Won’ when it successfully converts into a customer or ‘Lost’ if it does not.

The Entity Calendar’s visual representation of these statuses allows sales teams to instantly grasp the situation without diving into extensive data. At a glance, you can identify which leads need immediate attention, which ones are progressing well, and which leads have unfortunately been lost.

This visual, easy-to-understand tracking system not only improves efficiency but also enhances decision-making. Sales representatives can prioritize leads based on their status, ensuring that high-priority leads are attended first. Managers can also get a quick overview of the team’s performance and make necessary adjustments to the strategy.

Managing Cases with the Entity Calendar

Like leads, cases appear as individual blocks on the Entity Calendar, providing a clear view. These statuses can range from ‘Open’ to ‘In Progress’, ‘Pending’, ‘Resolved’, or ‘Closed’. This real-time visual display not only makes it easier for support agents to manage their workload but also helps maintain timely issue resolution.

The quick overview of the case status is equally beneficial for management. It allows managers to monitor the performance of their support team, identify challenges, and implement strategies for improvement.

Entity Calendar in Action

One of the most powerful aspects of the Entity Calendar is its flexibility. It’s not limited to conventional CRM entities like leads or cases. It can be adapted to virtually any entity that suits your business needs. To understand this let’s consider an example of how the Entity Calendar can be used to manage room bookings in an office setting.

• Centralized Room Management: In any organization, coordinating the use of conference rooms can be a logistical challenge. With the Entity Calendar, you can visualize the CRM entity of your choice. Conference or room bookings can be visualized on the calendar, with each booking appearing as an individual block. The details of the booking, including the booking time and the name of the person who booked the room, can be easily viewed by just hovering over it.
• Real-Time Visibility: The dynamic nature of the Entity Calendar provides real-time updates. Any change made to the booking status reflects immediately on the calendar. This feature is crucial in a fast-paced work environment where room availability may change rapidly. Employees can quickly see which rooms are available at a glance, saving time and avoiding confusion.
• Improved Collaboration: The Entity Calendar facilitates better communication and collaboration among employees. For instance, an employee looking to book a room can quickly check the calendar for availability, see who has booked rooms at specific times, and interact with them to discuss possible adjustments if needed.

Conclusion

Whether you’re managing leads, tracking support cases, or booking rooms, the Entity Calendar can simplify the process, enhance visibility, and improve decision-making. Embrace the versatility and efficiency of the Entity Calendar, and see how it can elevate your business operations to new heights. Contact us for live demonstration of Entity Calendar in Calendar 365.

Request Demo

All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

This Article is originally published on:

https://www.appjetty.com/blog/dynamics365-entity-roombooking/

For businesses, understanding customer needs and preferences is crucial for success. Customer-centric businesses rely on gathering accurate and timely feedback to make data-driven decisions and enhance their offerings.

However, manual survey processes can be time-consuming, prone to errors, and hinder the ability to gather valuable insights. This is where survey automation plays a vital role.

In this blog post, we will explore the importance of survey automation for customer-centric businesses and how SugarCRM Survey Rocket can streamline the survey process and improve response rates.

Gathering Actionable Insights

Customer feedback is a goldmine of information that can drive strategic decision-making. Survey automation enables businesses to collect feedback efficiently and in a structured manner.

By automating the survey process, companies can create targeted surveys, set predefined conditions, and trigger surveys based on customer interactions.

This approach ensures that the right surveys reach the right customers at the right time, increasing the chances of obtaining valuable insights.

Streamlining the Survey Process

Manual survey processes can be resource-intensive and prone to errors. With SugarCRM Survey Rocket’s automation features, businesses can streamline the entire survey process.

From survey creation to distribution and data collection, the module automates repetitive tasks, saving time and effort for employees.

Moreover, survey templates, pre-built questionnaires, and customizable themes make it easy to design engaging surveys that reflect the brand identity.

Improved Response Rates

One of the challenges in traditional surveys is low response rates. Survey automation can significantly enhance response rates by optimizing the survey experience for respondents. With features like skip logic, where the survey path varies based on the respondent’s answers, surveys become more relevant and engaging.

Automated reminders can be sent to customers who haven’t completed the survey, encouraging them to provide their feedback.

Data Piping for Enhanced Personalization

Personalization is key to building strong customer relationships. Survey Rocket’s data piping feature allows businesses to fetch and pre-fill various data fields from CRM systems.

This enables companies to create personalized surveys tailored to each respondent’s information. It will help businesses demonstrate that they understand their customer’s unique needs and preferences.

Advanced Statistical Reports for Informed Decision-Making

Collecting survey responses is only the first step. Analyzing the data and deriving actionable insights is equally important. Our Survey Rocket provides comprehensive and visually appealing statistical reports that offer a deep understanding of the survey results.

The reports include charts, graphs, and detailed data analysis, allowing businesses to make data-driven decisions swiftly. Key metrics such as variance, average, and trend reports provide a holistic view of customer sentiments and preferences.

Conclusion

Survey automation aims to gather valuable feedback and make data-driven decisions for customer-centric businesses. By automating the survey process, companies can streamline operations, improve response rates, and obtain actionable insights to enhance their offerings. Survey Rocket offers a range of features such as data piping, skip logic, shareable surveys, and advanced statistical reports that empower businesses to conduct effective surveys and achieve their customer-centric goals. Embracing survey automation with Survey Rocket ensures that businesses can truly understand their customers and meet their evolving needs in today’s dynamic market. To have a hands-on experience, start your free trial now!

Enroll for a FREE Trial

All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

This Article is originally published on:

https://www.appjetty.com/blog/sugarcrm-survey-automation/

Be it the holiday season, Black Friday sales, or any other peak time, businesses grapple with high demand and logistical challenges. Here’s the silver lining: AppJetty’s Delivery Date Plus app is designed to be your trustworthy sidekick during these busy periods. This article dives deep into the app’s functionalities and how it can be the catalyst for optimizing your sales this season.

Before diving into the features, it’s essential to understand the e-commerce landscape’s nuances during peak sales seasons. Customers have higher expectations. They seek exclusivity, quick deliveries, and a seamless shopping experience. On the other hand, businesses face the challenge of managing stock, ensuring timely deliveries, and making the shopping experience glitch-free. This is where AppJetty’s app steps in.

Key Features to Maximize Efficiency

1. Launch Seasonal Products Precisely

Exclusive products give customers a reason to choose you over others. Our app lets you add a special touch by setting availability dates for such products. Imagine the allure of a “Winter Elegance” collection available only during the first week of December. Such time-bound exclusivity can draw in both regular customers and new visitors, creating a buzz around your offerings. By restricting the dates, you’re not just selling a product but an experience. This feature helps you create the exclusivity that customers crave, especially during the sales season.

2. Balance Demand and Supply Efficiently

Without efficient management, increased demand can lead to logistical nightmares and dissatisfied customers. To counteract this, the Delivery Date Plus app allows businesses to maintain a fine equilibrium between demand and supply.

By setting a maximum order limit, you ensure that the promise you make to your customers is a promise kept. It ensures that each order is given the attention it deserves and products reach customers as promised, preserving the trust they have placed in your brand.

3. Boost Delivery Orders with Incentives

Delivery can be a significant revenue driver, especially in today’s climate, where many prefer to shop from the safety and comfort of their homes. Yet, businesses sometimes struggle to push for delivery sales. This is where the app’s incentive feature can be a game-changer.

Businesses can tap the deal-seeking customer by offering unique discount codes specifically for delivery orders. Customers enjoy discounts, and businesses see an uptick in delivery orders. Moreover, by setting profiles for shipping rates, businesses can offer flexible delivery options catering to a broader customer base.

Conclusion

The sales season, with all its excitement, brings along challenges. But with the right tools, like AppJetty’s Shopify Delivery Date Plus app, businesses can transform these challenges into opportunities. From creating exclusivity around products to efficiently managing demand and adding personal touches, the app is the perfect ally for any business aiming to make the most out of the peak sales season. Remember, in the world of e-commerce, it’s not just about selling products; it’s about selling an unparalleled experience. And with this app, you’re well-equipped to do just that.

All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

This Article is originally published on:

https://www.appjetty.com/blog/shopify-delivery-date-2/

If you’ve been riding the Microsoft Bookings wave, you know how essential a good scheduling tool can be. But what if we told you the ocean of booking solutions is vast and brimming with Microsoft Bookings alternatives that might perfectly fit your unique needs?

You will uncover tools with intuitive designs, flexible pricing, and features that might make you reconsider your current booking setup. So buckle up, and let’s set sail on this voyage of scheduling discovery!

1. Calendar 365

Calendar 365 is a comprehensive scheduling solution primarily tailored for Dynamics CRM users. As it tightly integrates with Dynamics 365 CRM, it offers businesses a seamless experience to manage their appointments, tasks, and resources directly within their CRM environment.

Features:

• Unified View: Calendar 365 provides users with a consolidated view of all appointments, tasks, activities, and even custom entities. This makes planning and tracking easier.
• Multiple Views: From Day, Week, Month to Gantt and Agenda views, users can switch between various calendar layouts based on their preference.
• Custom Entity Support: Unlike many other scheduling tools, Calendar 365 allows users to manage custom entities. This is particularly beneficial for businesses with specialized scheduling needs.
• Recurring Appointments: Users can set recurring appointments, ensuring regular tasks or meetings are always noticed.
• Resource Management: Calendar 365 offers the ability to manage and allocate resources, be it rooms, equipment, or staff.
• Color-Coded Entries: Different activities and appointments can be color-coded for easier visualization, making it simple to differentiate and identify tasks.
• Integration with Dynamics CRM: As it is designed primarily for Dynamics CRM users, the integration is deep and seamless, ensuring that data flow and synchronization are smooth.

Limitations:

• Specialized for Dynamics CRM: Calendar 365 is tailor-made for Dynamics CRM only.

2. Calendly

Calendly is a cloud-based scheduling application that allows professionals and businesses to set their availability and have clients or colleagues easily book appointments. By eliminating the need for back-and-forth emails and manual scheduling, Calendly has gained popularity among many professionals across various industries.

Features:

• Event Types & Duration: Users can set different event types, such as 15-minute consultations, 1-hour meetings, or group events. Each event type can have its unique settings and availability.
• Time Zone Intelligence: Calendly automatically detects the time zone of the person booking the appointment, ensuring there’s no confusion about the meeting time.
• Buffer Time: Users can set buffer times before or after meetings to prevent last-minute bookings or to ensure breaks.
• Integration with Other Calendars: Calendly can sync with Google Calendar, Office 365, Outlook, and iCloud, ensuring that you never get double-booked.
• Customization: Users can brand their Calendly link and booking pages with company colors and logo.
• Automated Notifications: Send confirmation and reminder emails or SMS messages to attendees.

Limitations:

• Limited Free Version: The free version of Calendly is quite limited. It offers only one event type, and many of the more advanced features are behind a paywall.
• Limited Customization: While basic customization is available, users might find the options for adjusting the look and feel of the booking page to be limited compared to some other platforms.
• No Native CRM: While Calendly does integrate with CRMs via third-party connectors, it doesn’t have its own built-in CRM functionality.
• Complexity for Multi-User Scheduling: While it offers round-robin and collective availability, the setup can be complex for teams with multiple members, especially if various rules or conditions need to be applied.
• Price Point: For businesses or professionals needing advanced features, the pricing can get relatively high, especially compared to other scheduling tools with similar capabilities.

3. BookingLive

BookingLive is a versatile online booking and reservation system designed for a broad range of industries, from healthcare and education to events and tourism. It offers basic appointment scheduling features and functionalities to manage courses, classes, events, and more. Tailored to accommodate both B2B and B2C enterprises, the software is suitable for businesses of all sizes.

Features:

• Versatility in Booking Types: BookingLive is not just for meetings; it facilitates reservations for courses, events, classes, and other appointment types.
• Automated Notifications: Automated SMS and email reminders ensure that both the service providers and clients are always in the loop.
• Integration Capabilities: BookingLive can be integrated with a wide variety of third-party applications, including CRM systems, payment gateways, and marketing tools.
• Resource Management: The platform allows businesses to manage and allocate resources effectively. This can include rooms, equipment, or even staff.
• Payment Handling: Integration with numerous payment gateways like PayPal and Stripe makes processing payments smooth and efficient.

Limitations:

• Learning Curve: While BookingLive is comprehensive, its wide range of features can make it overwhelming for some users, leading to a steeper learning curve.
• Price: Depending on the functionalities required, the software can be relatively pricey, especially for smaller businesses or startups with limited budgets.
• Customization Restrictions: Despite offering customization options, there might be some limitations when it comes to deeply personalizing or tweaking specific features to unique business needs.

4. Calenso

Calenso is an online scheduling tool that offers personalized booking experiences for users and their clients. The platform focuses on making the booking process as seamless and efficient as possible, aiming to save time and reduce administrative tasks.

Features:

• Personalized Booking Experiences: Calenso allows businesses to create booking pages tailored to their brand, thus enhancing customer experience.
• Smart Scheduling: The platform suggests suitable appointments based on predefined parameters, streamlining the booking process for the user.
• Automated Reminders: To minimize no-shows, Calenso sends automated reminders to attendees through email or SMS.
• Integrations: Calenso can be integrated with various tools, helping businesses manage their workflows efficiently.
• Online Payment Processing: If a business wishes to collect payment for appointments or services, Calenso supports online payment functionalities.

Limitations:

• Limited Advanced Features: While Calenso is rich in basic functionalities, it might not offer advanced features found in more comprehensive booking platforms.
• Customization Restrictions: Calenso provides personalized booking pages, there could be some limitations in deeply tailoring the look and feel of the platform according to very specific branding needs.

5. Bookafy

Bookafy is an online appointment scheduling software that caters to businesses and professionals, offering them an automated system to book meetings, appointments, and calls. Its intuitive design and integration capabilities make it a popular choice among users who prioritize functionality coupled with a user-friendly interface.

Features:

• Variety of Booking Options: Bookafy supports both one-on-one appointments and group events, providing flexibility to users based on their requirements.
• Integration with Calendars: The platform can sync with major calendar apps like Google Calendar, Office 365, and Outlook. This ensures that users are never double-booked and always have a consolidated view of their schedule.
• Customizable Branding: Users can tailor their booking page to reflect their brand aesthetics. This includes customization of colors, logo, and even the URL.
• Automated Notifications: Bookafy sends out automated SMS and email reminders to clients, reducing the chances of no-shows.
• Online Payments: The platform integrates with payment gateways, enabling businesses to charge for appointments if necessary.

Limitations:

• Pricing Structure: Depending on the feature set required, Bookafy can become pricey, especially for smaller businesses or solo professionals.
• Limited Customization: Even though users can brand their booking pages, deeper customization of the platform according to very specific needs might be restricted.

Conclusion

It is evident from the above discussion that while MS Bookings is a powerful tool, numerous worthy alternatives are available to cater to diverse business needs. If there is one alternative that truly stands out for Dynamics CRM users, is Calendar 365. Seamlessly integrating with Dynamics 365 CRM, Calendar 365 offers a familiar environment and enriches it with custom entities, a unified view, and deep personalization capabilities. For businesses anchored in the Microsoft ecosystem, it offers the promise of both continuity and enhanced functionality.

Find a detailed comparison between Calendar 365 and Microsoft Bookings here:

Book your Calendar 365 Demo

All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

This Article is originally published on:

https://www.appjetty.com/blog/alternative-msbookings-dynamics-365/

Managing entities in an organized manner is crucial for every business. And that is why businesses use calendars.

Our Calendar 365 was built with such an intention.

It is a comprehensive solution offering not one but three different calendars to streamline your business operations.

While the Customer Calendar and Resource Calendar are indeed powerful tools in their own right, in this blog post, we are turning the spotlight to the third member of the trio, the versatile Entity Calendar.

With the ability to customize it to match your unique requirements, the Entity Calendar emerges as the go-to tool for businesses striving for efficiency. From tracking leads and managing cases to coordinating room bookings, Entity Calendar has it all.

So, let’s get started!

Understanding the Entity Calendar

The Entity Calendar in Dynamics 365 Calendar provides a visual interface where businesses can choose the entity of their choice, be it leads, cases, or any other entity that matches their requirements and operational flow.

Entities are depicted as individual blocks on the calendar, each associated with a due date. The progress of each entity is color-coded to make it easily separable.

For instance, in the case of leads, the statuses could range from ‘New’ and ‘In Progress’ to ‘Follow-Up,’ ‘Won,’ or ‘Lost.’ Cases might be represented with statuses like ‘Open,’ ‘In Progress,’ ‘Pending,’ ‘Resolved,’ or ‘Closed.’ The beauty of this system is that it allows businesses to decide which entities they want to visualize and track.

With the Entity Calendar, it becomes straightforward to comprehend the progress and status of each entity at a glance.

Tracking Leads with the Entity Calendar

Leads in the Entity Calendar are presented as individual blocks, each associated with a specific due date and unique color which signifies its current status. This feature is a significant step up from traditional CRMs, where leads are typically listed in a tabular format.

A lead might start as ‘New’, then progress to ‘In Progress’ as your team begins interacting with the potential customer. It might then move to ‘Follow-Up’ status if the lead requires further interaction or nurturing.

Ultimately, the lead will be marked as ‘Won’ when it successfully converts into a customer or ‘Lost’ if it does not.

The Entity Calendar’s visual representation of these statuses allows sales teams to instantly grasp the situation without diving into extensive data. At a glance, you can identify which leads need immediate attention, which ones are progressing well, and which leads have unfortunately been lost.

This visual, easy-to-understand tracking system not only improves efficiency but also enhances decision-making. Sales representatives can prioritize leads based on their status, ensuring that high-priority leads are attended first. Managers can also get a quick overview of the team’s performance and make necessary adjustments to the strategy.

Managing Cases with the Entity Calendar

Like leads, cases appear as individual blocks on the Entity Calendar, providing a clear view. These statuses can range from ‘Open’ to ‘In Progress’, ‘Pending’, ‘Resolved’, or ‘Closed’. This real-time visual display not only makes it easier for support agents to manage their workload but also helps maintain timely issue resolution.

The quick overview of the case status is equally beneficial for management. It allows managers to monitor the performance of their support team, identify challenges, and implement strategies for improvement.

Entity Calendar in Action

One of the most powerful aspects of the Entity Calendar is its flexibility. It’s not limited to conventional CRM entities like leads or cases. It can be adapted to virtually any entity that suits your business needs. To understand this let’s consider an example of how the Entity Calendar can be used to manage room bookings in an office setting.

• Centralized Room Management: In any organization, coordinating the use of conference rooms can be a logistical challenge. With the Entity Calendar, you can visualize the CRM entity of your choice. Conference or room bookings can be visualized on the calendar, with each booking appearing as an individual block. The details of the booking, including the booking time and the name of the person who booked the room, can be easily viewed by just hovering over it.
• Real-Time Visibility: The dynamic nature of the Entity Calendar provides real-time updates. Any change made to the booking status reflects immediately on the calendar. This feature is crucial in a fast-paced work environment where room availability may change rapidly. Employees can quickly see which rooms are available at a glance, saving time and avoiding confusion.
• Improved Collaboration: The Entity Calendar facilitates better communication and collaboration among employees. For instance, an employee looking to book a room can quickly check the calendar for availability, see who has booked rooms at specific times, and interact with them to discuss possible adjustments if needed.

Conclusion

Whether you’re managing leads, tracking support cases, or booking rooms, the Entity Calendar can simplify the process, enhance visibility, and improve decision-making. Embrace the versatility and efficiency of the Entity Calendar, and see how it can elevate your business operations to new heights. Contact us for live demonstration of Entity Calendar in Calendar 365.

Request Demo

All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

This Article is originally published on:

https://www.appjetty.com/blog/dynamics365-entity-roombooking/

For businesses, understanding customer needs and preferences is crucial for success. Customer-centric businesses rely on gathering accurate and timely feedback to make data-driven decisions and enhance their offerings.

However, manual survey processes can be time-consuming, prone to errors, and hinder the ability to gather valuable insights. This is where survey automation plays a vital role.

In this blog post, we will explore the importance of survey automation for customer-centric businesses and how SugarCRM Survey Rocket can streamline the survey process and improve response rates.

Gathering Actionable Insights

Customer feedback is a goldmine of information that can drive strategic decision-making. Survey automation enables businesses to collect feedback efficiently and in a structured manner.

By automating the survey process, companies can create targeted surveys, set predefined conditions, and trigger surveys based on customer interactions.

This approach ensures that the right surveys reach the right customers at the right time, increasing the chances of obtaining valuable insights.

Streamlining the Survey Process

Manual survey processes can be resource-intensive and prone to errors. With SugarCRM Survey Rocket’s automation features, businesses can streamline the entire survey process.

From survey creation to distribution and data collection, the module automates repetitive tasks, saving time and effort for employees.

Moreover, survey templates, pre-built questionnaires, and customizable themes make it easy to design engaging surveys that reflect the brand identity.

Improved Response Rates

One of the challenges in traditional surveys is low response rates. Survey automation can significantly enhance response rates by optimizing the survey experience for respondents. With features like skip logic, where the survey path varies based on the respondent’s answers, surveys become more relevant and engaging.

Automated reminders can be sent to customers who haven’t completed the survey, encouraging them to provide their feedback.

Data Piping for Enhanced Personalization

Personalization is key to building strong customer relationships. Survey Rocket’s data piping feature allows businesses to fetch and pre-fill various data fields from CRM systems.

This enables companies to create personalized surveys tailored to each respondent’s information. It will help businesses demonstrate that they understand their customer’s unique needs and preferences.

Advanced Statistical Reports for Informed Decision-Making

Collecting survey responses is only the first step. Analyzing the data and deriving actionable insights is equally important. Our Survey Rocket provides comprehensive and visually appealing statistical reports that offer a deep understanding of the survey results.

The reports include charts, graphs, and detailed data analysis, allowing businesses to make data-driven decisions swiftly. Key metrics such as variance, average, and trend reports provide a holistic view of customer sentiments and preferences.

Conclusion

Survey automation aims to gather valuable feedback and make data-driven decisions for customer-centric businesses. By automating the survey process, companies can streamline operations, improve response rates, and obtain actionable insights to enhance their offerings. Survey Rocket offers a range of features such as data piping, skip logic, shareable surveys, and advanced statistical reports that empower businesses to conduct effective surveys and achieve their customer-centric goals. Embracing survey automation with Survey Rocket ensures that businesses can truly understand their customers and meet their evolving needs in today’s dynamic market. To have a hands-on experience, start your free trial now!

Enroll for a FREE Trial

All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

This Article is originally published on:

https://www.appjetty.com/blog/sugarcrm-survey-automation/