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How to Sync Outlook Calendar With Dynamics 365 and Calendar 365

Dynamics 365 users often ask whether they can synchronize Outlook and Dynamics 365. The answer to that is yes! This blog will help you configure the settings step by step.

Once you have configured it, you will be able to see all the activities in Dynamics 365, which is created in Outlook, and vice versa.

So, let’s start configuring Dynamics 365.

Step 1: In Dynamics 365, go to Settings > Administration > System Settings.

Open the Synchronization tab in System Settings. Click on Synchronized Fields.

Step 2: On clicking Synchronized Fields, it will open a pop-up that shows a list of entities.

Step 3: Users can define the direction of synchronization of a particular entity with arrows, as shown in the below image.

Choose Entity Type as Email and you can see how Email synchronization is managed.

Note: You cannot enable synchronization for Custom activity.

Step 4: Now, to make synchronization functional, let us configure the mailbox of the user. Navigate from Settings to Email Configuration and open Mailboxes.

It will show a mailbox for the user, as shown in the below image. Let’s configure it.

Step 5: Open the mailbox of the user. Firstly, Click on Approve Email as shown in the image. Then, click on Test and Enable Mailbox. Now set Server-Side Synchronization for Appointments, Contacts, and Tasks.

Step 6: Let us create one appointment record from Dynamics 365 to view it on Outlook. Enter the Subject and Regarding for the appointment.

You can see the Test appointment in Outlook.

The Test appointment will also be visible in Calendar 365.

Step 7: Let’s update appointments from Outlook. For instance, we have updated the subject of the appointment from Test to Meeting with Samuel.

After some time, changes will be reflected in Dynamics 365.

The exact change will also be reflected in Calendar 365, a Dynamics 365 calendar plugin.

Step 8: If we want the appointment created in Outlook to reflect on Dynamics 365, it should be either created from the Dynamics 365 App for Outlook or should be categorized as Tracked to Dynamics 365.

So, this is how users can sync Outlook and Dynamics 365. If you have any questions, mail us at sales@appjetty.com.

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/sync-outlook-dynamics365/

Geolocate Your Dynamics CRM Data for Better Insights with MappyField 365

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.

  1. 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.

  1. 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.

  1. 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.

  1. 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.

  1. 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/

Why Survey Automation is Essential for Customer-Centric Businesses


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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/

Building Trust and Credibility: Creating a Strong Brand Identity on Shopify

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/

How a Magento 2 Mobile App Can Transform Your Apparel Business

The apparel industry has always been at the forefront of style, self-expression, and cultural trends. From fashion giants to niche boutique brands, the apparel business remains an ever-changing landscape of customer preferences.

One more thing that you must consider while considering customer preferences is the mode of purchase. Customers enjoy purchasing from mobile apps.

Let us understand the importance of mobile commerce in the apparel industry and how MageMob App Builder can help you with it.

The Rise of Mobile Commerce in the Apparel Industry

Mobile commerce has experienced exponential growth in recent years, revolutionizing the way consumers shop for clothing.

With the convenience of mobile devices, consumers can browse and purchase apparel products anytime and anywhere.

To hold the space in this competitive market, businesses must embrace the power of mobile commerce and adapt to changing consumer preferences.

Seamless Shopping Experience for Shoppers

Mobile apps offer a seamless and user-friendly shopping experience for customers seeking to purchase clothing products.

The app’s intuitive interface provides an enhanced browsing experience, allowing customers to effortlessly explore catalogs, filter products based on preferences, and access detailed product information.

Mobile apps make it easier for customers to navigate the app and explore all the collections. This is exactly what you get when you build the app using the Magento 2 App Builder, an attractive and easy-to-navigate UI.

You can choose from the multiple templates that match your store theme and category.

Personalized Recommendations and Enhanced Engagement

With a mobile app, businesses can send personalized recommendations to enhance customer engagement and drive sales.

By analyzing customer behavior, preferences, and purchase history, the app can offer the following:

  • Tailored product suggestions
  • Showcase items that align with each customer’s unique style and preferences

Personalized recommendations not only improve the shopping experience but also increase the likelihood of cross-selling and upselling. Additionally, you would observe higher average order values.

Push Notifications: Real-Time Engagement and Promotions

Push notifications enable you to send personalized messages, such as flash sale alerts, exclusive offers, and new product releases, directly to customers.

These timely and targeted notifications help build brand awareness, drive traffic to the app, and encourage customers to make purchases.

It is the best way to inform customers about special promotions and limited-time offers. It can significantly boost sales and foster brand loyalty.

The apps built with the App Builder also comes with this feature so that you can increase customer engagement, a mandatory thing when it comes to building a loyal customer army.

Simplified Checkout Process and Secure Payments

A single-page checkout process offers a streamlined user experience, reducing friction and distractions. With fewer steps and page loads, it improves conversion rates and minimizes cart abandonment.

The checkout process should be simple and straightforward so that no customer abandons the cart because they find the process too complex. Especially payments!

Payment is the most crucial part of checkout. A secure payment gateway builds trust and confidence in customers. It protects sensitive payment information, utilizing encryption and advanced fraud detection mechanisms.

Mobile app built using our App Builder offers secure payment gateway options and customization as per your need.

Seamless Integration with Magento 2 Store

A Magento 2 mobile app seamlessly integrates with your existing Magento 2 store, ensuring that inventory, pricing, and product information remain consistent across all channels.

This integration eliminates the need for manual data synchronization, streamlining inventory management and enhancing operational efficiency.

By keeping your app and website in sync, you can offer the following:

  • real-time stock availability
  • prevent overselling
  • provide customers with accurate product information

Conclusion

Embracing mobile commerce is essential for the success and growth of clothing businesses. A Magento 2 mobile app can empower your apparel brands to unlock the full potential of mobile commerce.

You can offer a seamless shopping experience, personalized recommendations, real-time engagement through push notifications, simplified checkout processes, and seamless integration with your Magento store.

Book your demo with us and learn more about our MageMob App Builder!

Book your 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/magento2-mobile-app-builder/

Live Chat in a Geolocation Mapping Tool to Instantly Connect with On-Field Team

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/

Calendar 365: Resource Visualization on Calendar for Dynamics 365 Users

Having a clear visualization of the resource’s schedule plays a huge role in planning conflict-free, smooth schedules.

It is very much possible with Calendar 365.

Calendar 365 is a powerful productivity-driven tool that helps you in managing your default and custom activities. Managers can have clear visibility of available resources, the activities assigned to them, automate appointment booking, etc.

Let’s find out how Calendar 365 can help in viewing other users’ calendars to plan better.

Clear Visualization of Resource Availability

Calendar 365 is a powerful calendar to manage the resource to visualize the schedules of their team members, managers, or colleagues.

With a resource calendar, you can easily identify when someone is occupied, the type of activity they are engaged in, and the duration of their commitments.

This clear visualization ensures that you have a comprehensive understanding of each team member’s availability before scheduling an appointment.

Multiple Calendar Views for Enhanced Visualization

Dynamics 365 calendar offers a range of intuitive views, including Top Down, Gantt, Timeline, and Agenda views. Each view provides a unique perspective and allows you to tailor the visualization according to your specific needs.

  • The Top Down view offers a bird’s-eye view of the entire organization’s calendar, enabling you to identify busy periods or potential gaps in resource allocation.
  • The Gantt view provides a timeline-based representation, perfect for tracking project timelines and dependencies.
  • The Timeline view offers a chronological display of activities, ensuring easy comprehension of scheduled events.
  • Lastly, the Agenda view provides a detailed list of activities, ideal for quick reference and planning.

Efficient Activity Management Within Calendar 365

With Calendar 365, you can create and manage all CRM activities directly within the calendar interface. Whether it’s scheduling meetings, calls, or tasks, you can seamlessly manage all these activities into the calendar.

It does not require multiple clicks and complex flow to view one type of activity at a time. This centralized approach of Calendar 365 ensures that all the default and custom activities are available in one place.

Conflict Management

One of the standout features of Calendar 365 is its ability to handle conflicts efficiently. When attempting to book an appointment with a team member who is already occupied, you receive a warning message that the invitee is already occupied.

This prompt enables you to quickly identify conflicting appointments and make adjustments accordingly. By avoiding double bookings and overlapping schedules, you can minimize disruptions in your daily operations.

Conclusion

Calendar 365 provides a robust and intuitive solution for effective calendar management.

With it, you get:

  • Resource calendar functionality
  • Multiple calendar view
  • Streamlined activity management
  • Conflict resolution capabilities
  • Optimized resource allocation
  • Enhanced collaboration
  • Enhanced productivity

So, start harnessing the power of Calendar 365 for enhanced calendar management and experience the benefits of streamlined appointment booking and resource allocation within your organization.

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/sharable-calendar-appointment-booking/

 

AppJetty Partners with TEX-IT to Deliver Enhanced Solutions

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/

AppJetty Forms Strategic Partnership with Leaders Zone to Elevate Dynamics CRM Offerings

Ahmedabad, 26th June 2023 – AppJetty, a leading technology solutions provider, is thrilled to announce its partnership with Leaders Zone, one of the top suppliers of information technology and IT solutions in Saudi Arabia and the Middle East.

The partnership between AppJetty and Leaders Zone is driven by a shared vision to empower businesses by providing exceptional Dynamics CRM solutions. This partnership will fulfill the requirements of Leaders Zones Dynamics CRM customers with AppJetty’s Dynamics services and products.

“We are excited to join forces with Leaders Zone and combine our expertise to deliver exceptional Dynamics CRM solutions to businesses,” said Maulik Shah, CEO at Biztech. “This partnership will enable us to support businesses in their digital transformation journey by providing cutting-edge technology solutions that drive efficiency, productivity, and customer satisfaction.”

Mohamed Samir, CEO of Leaders Zone, said, “With our comprehensive Microsoft ERP solutions, which include Dynamics 365 Finance and Operations integrated with Dynamics 365 CRM, businesses can modernize their business processes, adopt intelligent automation, provide real-time performance insights, connect the enterprise, and more—all of which will hasten the effects of the digital transformation.”

The collaboration between AppJetty and Leaders Zone represents a significant milestone in their shared commitment to delivering high-quality technology solutions to businesses. By combining their respective strengths and expertise, the two companies are well-positioned to support businesses on their digital transformation journey and help them achieve their goals.

About AppJetty:

AppJetty, a Biztech venture, is a technology solutions provider that offers a wide range of products and services for different technology platforms to empower businesses worldwide. With a focus on delivering user-friendly and feature-rich solutions, AppJetty helps businesses streamline their operations, enhance customer experiences, and achieve sustainable growth. For more information, visit www.appjetty.com.

About Leaders Zone:

Leaders Zone is a leading supplier of information technology and IT solutions. As a Microsoft Certified Partner, Leaders Zone specializes in implementing and supporting Microsoft Dynamics 365 business technology solutions, enabling businesses to accelerate their digital transformation journey. For more information, visit www.leaderszone.co.

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-leaderszone-dynamics-partnership/

AppJetty Partners with novaCapta to Offer Enhanced Microsoft Dynamics Solutions

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Ahmedabad, 23rd June 2023 – AppJetty, a leading provider of software products and solutions, is pleased to announce its partnership with novaCapta, a prominent IT consultancy and implementation firm specializing in Microsoft Dynamics solutions.

This strategic collaboration aims to deliver advanced Dynamics solutions and services to medium-sized and large companies, empowering them to achieve greater success in their operations.

novaCapta has built a strong reputation with its expertise in consulting and implementing digital solutions that drive customer success and efficiency.

As part of the partnership, AppJetty will serve as a Dynamics partner, leveraging its extensive portfolio of Dynamics solutions to offer the best solution to customers.

“With Biztech, we have a trusted partner at our side, with whom we are happy to cooperate. Helpfulness and qualitative cooperation characterize our partnership,” said Nico Lahier, MS Dynamics Consultant at novaCapta.

“We are excited to join forces with novaCapta and embark on this partnership,” said Maulik Shah, CEO at Biztech, “Together, we aim to provide our customers with unparalleled solutions that leverage the power of Microsoft Dynamics. This collaboration commits to delivering high-quality products and services that drive business growth and success.”

The collaboration between AppJetty and novaCapta opens up a range of Dynamics services opportunities, enabling both companies to deliver comprehensive solutions to their clients. Combining AppJetty’s technical expertise and innovative products with novaCapta’s vast experience and deep knowledge of the Microsoft environment, the partnership is expected to deliver exceptional results for businesses seeking Dynamics solutions.

About novaCapta:

novaCapta is an IT consultancy and implementation firm that delivers digital solutions within the Microsoft environment. As a trusted partner for medium and enterprise companies, novaCapta provides comprehensive consulting, implementation, and support services that enable organizations to maximize efficiency, productivity, & growth.

About AppJetty:

AppJetty, a Biztech venture, is a leading software products and solutions provider specializing in ecommerce extensions, CRM extensions, and mobile app development. With a robust portfolio of innovative products, AppJetty serves diverse industries and businesses of all sizes. The company is known for its quality offerings, exceptional customer support, and commitment to delivering value-driven solutions.

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-novacapta-dynamics-partnership/

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All You Need to Know About Odoo V11

Calendar 365: Help Customer Service Agents Visualize Better

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Hey there! Ever stopped to think about how many minutes or even hours your support team might be wasting without a proper calendar setup? Imagine if you could instantly see who's available, who's swamped, and where everyone's at without asking around.

Well, there's some good news. Calendar 365 does exactly that! Dive in with us and discover how this tool can transform your team's day-to-day, making case assignments a breeze and boosting overall efficiency. Let's get started!

Uncover Calendar 365: A Game Changer for Customer Service

Meet Calendar 365's star feature – the Entity Calendar. It is designed to give you a clear picture of all the cases and their corresponding resources.

It is packed with a diverse range of filters. Whether you want to zoom in on a specific team's cases or check out an individual's schedule, the Entity Calendar has got you covered.

With versatile views like Top Down, Gantt, Timeline, and Agenda, you can tailor your visualization to match your industry and needs. Each perspective offers a unique lens, ensuring you get the most out of your data. Dive in and see how the Dynamics 365 Calendar plugin can reshape your approach to customer service.

Top Down View

It's all about a bird's eye perspective with the Top Down View.

  • Agents and managers can see how the entire day is shaping up.
  • Track the hours an agent has dedicated to a particular case.
  • Easily distinguish the status of each request - is it open, in progress, or closed?
  • Stay updated on the total number of cases assigned to a specific agent.
  • A simple hover reveals details of the case.
  • Know instantly if your agent is available or if they're on a break.

Gantt View

Opt for a more detailed, stretched-out visualization with the Gantt View.

  • Gain insights into all agents and their respective tasks at a glance.
  • Understand the duration of each case, ensuring agents aren’t overwhelmed.
  • Seamlessly assign new cases in alignment with an agent's current schedule.

Timeline View

Break down the day hour by hour with the Timeline View.

  • Witness a comprehensive list of all agents and the tasks assigned.
  • Keep tabs on the hours clocked in on a particular case each day.

Agenda View

For those who love lists, the Agenda View is perfect.

  • See all your agents in one neat list.
  • Get a quick reference of each case title linked to its designated agent.

The days of chaos are over! Without tools like Calendar 365, managers would be lost in a sea of unorganized tasks, endlessly tracking agent activities, case statuses, and more. Thanks to these tailored views, overseeing customer service operations has never been more streamlined.

What Challenges Does Calendar 365 Solve for Customer Service Agents?

  • No more difficulty ranking cases by importance due to limited visibility when incoming request flow is high.
  • Avoids situations that keep customers waiting for resolutions and answers to their queries.
  • Helps highlight case urgencies.
  • Shows unsettled deadlines and customer anticipations.
  • Avoid inefficient use of time and resources, often leading to operational challenges.

Conclusion

Effective time management means satisfied customers, engaged agents, and a smoothly-operating organization. Calendar 365 is not just another tool; it’s a solution, a guiding beacon in the complex world of case management. By offering clarity, precision, and flexibility, it empowers teams to deliver stellar service, reduces the chance of agent burnout, and ensures that every customer feels valued and heard. If there’s one takeaway from this exploration of Calendar 365, it's this: with the right tools in place, excellence in customer service isn't just possible; it's guaranteed. So why wait? It's time to elevate your customer service game with Calendar 365. Mail our team at sales@appjetty.com for a personalized demo. For more information, visit www.appjetty.com.

This Article is originally published on:

https://dynamics-chronicles.com/article/calendar-365-help-customer-service-agents-visualize-better

Optimize Your Sales Season with AppJetty’s Delivery Date Plus App

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/

How to Sync Outlook Calendar With Dynamics 365 and Calendar 365

Dynamics 365 users often ask whether they can synchronize Outlook and Dynamics 365. The answer to that is yes! This blog will help you configure the settings step by step.

Once you have configured it, you will be able to see all the activities in Dynamics 365, which is created in Outlook, and vice versa.

So, let’s start configuring Dynamics 365.

Step 1: In Dynamics 365, go to Settings > Administration > System Settings.

Open the Synchronization tab in System Settings. Click on Synchronized Fields.

Step 2: On clicking Synchronized Fields, it will open a pop-up that shows a list of entities.

Step 3: Users can define the direction of synchronization of a particular entity with arrows, as shown in the below image.

Choose Entity Type as Email and you can see how Email synchronization is managed.

Note: You cannot enable synchronization for Custom activity.

Step 4: Now, to make synchronization functional, let us configure the mailbox of the user. Navigate from Settings to Email Configuration and open Mailboxes.

It will show a mailbox for the user, as shown in the below image. Let’s configure it.

Step 5: Open the mailbox of the user. Firstly, Click on Approve Email as shown in the image. Then, click on Test and Enable Mailbox. Now set Server-Side Synchronization for Appointments, Contacts, and Tasks.

Step 6: Let us create one appointment record from Dynamics 365 to view it on Outlook. Enter the Subject and Regarding for the appointment.

You can see the Test appointment in Outlook.

The Test appointment will also be visible in Calendar 365.

Step 7: Let’s update appointments from Outlook. For instance, we have updated the subject of the appointment from Test to Meeting with Samuel.

After some time, changes will be reflected in Dynamics 365.

The exact change will also be reflected in Calendar 365, a Dynamics 365 calendar plugin.

Step 8: If we want the appointment created in Outlook to reflect on Dynamics 365, it should be either created from the Dynamics 365 App for Outlook or should be categorized as Tracked to Dynamics 365.

So, this is how users can sync Outlook and Dynamics 365. If you have any questions, mail us at sales@appjetty.com.

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/sync-outlook-dynamics365/

Top 5 Alternatives to Microsoft Bookings for Dynamics 365 CRM Users

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/

Geolocate Your Dynamics CRM Data for Better Insights with MappyField 365

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.

  1. 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.

  1. 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.

  1. 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.

  1. 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.

  1. 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/

Supercharge Your Dynamics 365 CRM with Entity Calendar of Calendar 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/

Geospatial Visualization of Dynamics 365 Data with MappyField 365

geospatialvisualizationofdynamics365datawithmappyfield365.png

CRM data plotted on a map can give you the ‘where’ along with the ‘who’ and the ‘what.’

A lot of businesses approach us searching for a solution on how they can add latitude and longitude coordinates to accounts.

Well, the answer to all their queries is MappyField 365.

In this blog, we will learn how MappyField 365 transforms data to insightful maps and the benefits associated with it.

Understanding Geospatial Visualization

Geospatial visualization means the representation of data on maps. However, when paired with MappyField 365, it becomes so much more than just mapping data. It becomes a powerful tool that allows businesses to see, understand, and interpret their CRM data like never before.

The geospatial visualization feature in Dynamics 365 map takes latitude and longitude fields from your CRM data and plots them onto a dynamic, interactive map.

This feature enables businesses to see patterns, concentrations, and gaps in their market that might go unnoticed otherwise. It also empowers sales, marketing, and service teams to strategize effectively and allocate resources efficiently.

Benefits of Geospatial Visualization

1. Improved Decision-Making:

With the power to visualize your customer data geographically, MappyField 365 offers you a bird’s-eye view of your market landscape. You can easily spot customer patterns, identify areas of high concentration or untapped potential, and make decisions based on these insights. It’s like having a strategic advisor who provides you with accurate, up-to-date, and visually engaging data to make informed decisions.

2. Spatial Analysis

MappyField 365 can help managers and sales representatives in different ways:

  • Proximity Searches: Search client locations around your current location for quick visits.
  • Territory Management: Create and assign territories based on geographic data to streamline operations and responsibilities.
  • Route Optimization: Help your sales representatives with optimized routes so that they reach their appointment locations on time.

3. Data Segmentation

MappyField 365 allows geo-segmented data handling where you can classify your Dynamics 365 data geographically. It helps with targeted marketing drives, resource allocation, and territory optimization.
Moreover, it helps you analyze customer behavior. Having a geographical point of view can provide unique insights into regional customer preferences and behaviors. Designing marketing campaigns with proper data increases its rate of success.

Conclusion

The geospatial visualization provides businesses with a powerful new lens to view, understand, and interact with their customer data. Plotting data based on its latitudes and longitudes unlocks a world of potential for better decision-making, increased efficiency, significant time savings, and enhanced accuracy. If you find this aspect of MappyField 365 interesting, let’s connect over a call. Our team will share with you other sides of MappyField 365 that can help you transform your business operations.

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-latitude-longitude/

Why Survey Automation is Essential for Customer-Centric Businesses


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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/

Introducing Live Chat in MappyField 365 to Enhance Communication with On-Field Agents

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We are thrilled to announce the launch of our latest feature: Live Chat! It provides a seamless and efficient channel for managers in the office to connect with agents on the go. This feature will empower on field agents with real-time support and information.

We know the importance of communication plays a crucial role in achieving operational excellence. With MappyField 365’s Live Chat feature, we have bridged the gap between managers and on-field agents, allowing for instant and secure communication right within Dynamics 365.

This exciting addition in Dynamics 365 Map is set to transform the way you manage your field operations, making it easier than ever to share images, documents, and more, while on the go.

Managers can see whether the onfield agent is online, offline or away. Similarly, onfield agents can also see the availability status of the managers or their peers.

The below images shows the web view for managers in office and the mobile view from the onfield agent’s MappyField mobile application.

This eliminates the need for separate communication channels, saving valuable time and ensuring everyone has the information they need when they need it.

You will have access to all the conversations on chat which can be revisited if required. It becomes easy to find documents, images, reports, etc.

The below images shows conversation between field agent Olivia and her manager Veya John. Veya wanted to know about the meeting that Olivia just completed. They simply connected over a live chat, where Olivia shared her meeting experience.

We believe that the introduction of Live Chat in MappyField 365 will revolutionize the way you manage your field operations, enhancing communication, collaboration, and efficiency.

Our aim is to empower your on-field agents and enable them to make informed decisions in real-time, resulting in improved customer satisfaction and overall business success.

At MappyField 365, we are committed to delivering cutting-edge solutions that help you unlock the full potential of your field operations. The addition of Live Chat aligns with our mission to simplify and streamline your workflows, ensuring that you stay ahead in today’s fast-paced business landscape.

To learn more about Live Chat and its features, book your demo now!

Book your 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/live-chat-between-fieldagents-managers/

Building Trust and Credibility: Creating a Strong Brand Identity on Shopify

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/

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Calendar 365: Help Customer Service Agents Visualize Better

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Hey there! Ever stopped to think about how many minutes or even hours your support team might be wasting without a proper calendar setup? Imagine if you could instantly see who's available, who's swamped, and where everyone's at without asking around.

Well, there's some good news. Calendar 365 does exactly that! Dive in with us and discover how this tool can transform your team's day-to-day, making case assignments a breeze and boosting overall efficiency. Let's get started!

Uncover Calendar 365: A Game Changer for Customer Service

Meet Calendar 365's star feature – the Entity Calendar. It is designed to give you a clear picture of all the cases and their corresponding resources.

It is packed with a diverse range of filters. Whether you want to zoom in on a specific team's cases or check out an individual's schedule, the Entity Calendar has got you covered.

With versatile views like Top Down, Gantt, Timeline, and Agenda, you can tailor your visualization to match your industry and needs. Each perspective offers a unique lens, ensuring you get the most out of your data. Dive in and see how the Dynamics 365 Calendar plugin can reshape your approach to customer service.

Top Down View

It's all about a bird's eye perspective with the Top Down View.

  • Agents and managers can see how the entire day is shaping up.
  • Track the hours an agent has dedicated to a particular case.
  • Easily distinguish the status of each request - is it open, in progress, or closed?
  • Stay updated on the total number of cases assigned to a specific agent.
  • A simple hover reveals details of the case.
  • Know instantly if your agent is available or if they're on a break.

Gantt View

Opt for a more detailed, stretched-out visualization with the Gantt View.

  • Gain insights into all agents and their respective tasks at a glance.
  • Understand the duration of each case, ensuring agents aren’t overwhelmed.
  • Seamlessly assign new cases in alignment with an agent's current schedule.

Timeline View

Break down the day hour by hour with the Timeline View.

  • Witness a comprehensive list of all agents and the tasks assigned.
  • Keep tabs on the hours clocked in on a particular case each day.

Agenda View

For those who love lists, the Agenda View is perfect.

  • See all your agents in one neat list.
  • Get a quick reference of each case title linked to its designated agent.

The days of chaos are over! Without tools like Calendar 365, managers would be lost in a sea of unorganized tasks, endlessly tracking agent activities, case statuses, and more. Thanks to these tailored views, overseeing customer service operations has never been more streamlined.

What Challenges Does Calendar 365 Solve for Customer Service Agents?

  • No more difficulty ranking cases by importance due to limited visibility when incoming request flow is high.
  • Avoids situations that keep customers waiting for resolutions and answers to their queries.
  • Helps highlight case urgencies.
  • Shows unsettled deadlines and customer anticipations.
  • Avoid inefficient use of time and resources, often leading to operational challenges.

Conclusion

Effective time management means satisfied customers, engaged agents, and a smoothly-operating organization. Calendar 365 is not just another tool; it’s a solution, a guiding beacon in the complex world of case management. By offering clarity, precision, and flexibility, it empowers teams to deliver stellar service, reduces the chance of agent burnout, and ensures that every customer feels valued and heard. If there’s one takeaway from this exploration of Calendar 365, it's this: with the right tools in place, excellence in customer service isn't just possible; it's guaranteed. So why wait? It's time to elevate your customer service game with Calendar 365. Mail our team at sales@appjetty.com for a personalized demo. For more information, visit www.appjetty.com.

This Article is originally published on:

https://dynamics-chronicles.com/article/calendar-365-help-customer-service-agents-visualize-better

Optimize Your Sales Season with AppJetty’s Delivery Date Plus App

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/

How to Sync Outlook Calendar With Dynamics 365 and Calendar 365

Dynamics 365 users often ask whether they can synchronize Outlook and Dynamics 365. The answer to that is yes! This blog will help you configure the settings step by step.

Once you have configured it, you will be able to see all the activities in Dynamics 365, which is created in Outlook, and vice versa.

So, let’s start configuring Dynamics 365.

Step 1: In Dynamics 365, go to Settings > Administration > System Settings.

Open the Synchronization tab in System Settings. Click on Synchronized Fields.

Step 2: On clicking Synchronized Fields, it will open a pop-up that shows a list of entities.

Step 3: Users can define the direction of synchronization of a particular entity with arrows, as shown in the below image.

Choose Entity Type as Email and you can see how Email synchronization is managed.

Note: You cannot enable synchronization for Custom activity.

Step 4: Now, to make synchronization functional, let us configure the mailbox of the user. Navigate from Settings to Email Configuration and open Mailboxes.

It will show a mailbox for the user, as shown in the below image. Let’s configure it.

Step 5: Open the mailbox of the user. Firstly, Click on Approve Email as shown in the image. Then, click on Test and Enable Mailbox. Now set Server-Side Synchronization for Appointments, Contacts, and Tasks.

Step 6: Let us create one appointment record from Dynamics 365 to view it on Outlook. Enter the Subject and Regarding for the appointment.

You can see the Test appointment in Outlook.

The Test appointment will also be visible in Calendar 365.

Step 7: Let’s update appointments from Outlook. For instance, we have updated the subject of the appointment from Test to Meeting with Samuel.

After some time, changes will be reflected in Dynamics 365.

The exact change will also be reflected in Calendar 365, a Dynamics 365 calendar plugin.

Step 8: If we want the appointment created in Outlook to reflect on Dynamics 365, it should be either created from the Dynamics 365 App for Outlook or should be categorized as Tracked to Dynamics 365.

So, this is how users can sync Outlook and Dynamics 365. If you have any questions, mail us at sales@appjetty.com.

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/sync-outlook-dynamics365/

Top 5 Alternatives to Microsoft Bookings for Dynamics 365 CRM Users

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/

Geolocate Your Dynamics CRM Data for Better Insights with MappyField 365

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.

  1. 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.

  1. 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.

  1. 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.

  1. 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.

  1. 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/

Supercharge Your Dynamics 365 CRM with Entity Calendar of Calendar 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/

Geospatial Visualization of Dynamics 365 Data with MappyField 365

geospatialvisualizationofdynamics365datawithmappyfield365.png

CRM data plotted on a map can give you the ‘where’ along with the ‘who’ and the ‘what.’

A lot of businesses approach us searching for a solution on how they can add latitude and longitude coordinates to accounts.

Well, the answer to all their queries is MappyField 365.

In this blog, we will learn how MappyField 365 transforms data to insightful maps and the benefits associated with it.

Understanding Geospatial Visualization

Geospatial visualization means the representation of data on maps. However, when paired with MappyField 365, it becomes so much more than just mapping data. It becomes a powerful tool that allows businesses to see, understand, and interpret their CRM data like never before.

The geospatial visualization feature in Dynamics 365 map takes latitude and longitude fields from your CRM data and plots them onto a dynamic, interactive map.

This feature enables businesses to see patterns, concentrations, and gaps in their market that might go unnoticed otherwise. It also empowers sales, marketing, and service teams to strategize effectively and allocate resources efficiently.

Benefits of Geospatial Visualization

1. Improved Decision-Making:

With the power to visualize your customer data geographically, MappyField 365 offers you a bird’s-eye view of your market landscape. You can easily spot customer patterns, identify areas of high concentration or untapped potential, and make decisions based on these insights. It’s like having a strategic advisor who provides you with accurate, up-to-date, and visually engaging data to make informed decisions.

2. Spatial Analysis

MappyField 365 can help managers and sales representatives in different ways:

  • Proximity Searches: Search client locations around your current location for quick visits.
  • Territory Management: Create and assign territories based on geographic data to streamline operations and responsibilities.
  • Route Optimization: Help your sales representatives with optimized routes so that they reach their appointment locations on time.

3. Data Segmentation

MappyField 365 allows geo-segmented data handling where you can classify your Dynamics 365 data geographically. It helps with targeted marketing drives, resource allocation, and territory optimization.
Moreover, it helps you analyze customer behavior. Having a geographical point of view can provide unique insights into regional customer preferences and behaviors. Designing marketing campaigns with proper data increases its rate of success.

Conclusion

The geospatial visualization provides businesses with a powerful new lens to view, understand, and interact with their customer data. Plotting data based on its latitudes and longitudes unlocks a world of potential for better decision-making, increased efficiency, significant time savings, and enhanced accuracy. If you find this aspect of MappyField 365 interesting, let’s connect over a call. Our team will share with you other sides of MappyField 365 that can help you transform your business operations.

Request Demo

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This Article is originally published on:

https://www.appjetty.com/blog/dynamics365-latitude-longitude/

Why Survey Automation is Essential for Customer-Centric Businesses


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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!

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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/

Introducing Live Chat in MappyField 365 to Enhance Communication with On-Field Agents

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We are thrilled to announce the launch of our latest feature: Live Chat! It provides a seamless and efficient channel for managers in the office to connect with agents on the go. This feature will empower on field agents with real-time support and information.

We know the importance of communication plays a crucial role in achieving operational excellence. With MappyField 365’s Live Chat feature, we have bridged the gap between managers and on-field agents, allowing for instant and secure communication right within Dynamics 365.

This exciting addition in Dynamics 365 Map is set to transform the way you manage your field operations, making it easier than ever to share images, documents, and more, while on the go.

Managers can see whether the onfield agent is online, offline or away. Similarly, onfield agents can also see the availability status of the managers or their peers.

The below images shows the web view for managers in office and the mobile view from the onfield agent’s MappyField mobile application.

This eliminates the need for separate communication channels, saving valuable time and ensuring everyone has the information they need when they need it.

You will have access to all the conversations on chat which can be revisited if required. It becomes easy to find documents, images, reports, etc.

The below images shows conversation between field agent Olivia and her manager Veya John. Veya wanted to know about the meeting that Olivia just completed. They simply connected over a live chat, where Olivia shared her meeting experience.

We believe that the introduction of Live Chat in MappyField 365 will revolutionize the way you manage your field operations, enhancing communication, collaboration, and efficiency.

Our aim is to empower your on-field agents and enable them to make informed decisions in real-time, resulting in improved customer satisfaction and overall business success.

At MappyField 365, we are committed to delivering cutting-edge solutions that help you unlock the full potential of your field operations. The addition of Live Chat aligns with our mission to simplify and streamline your workflows, ensuring that you stay ahead in today’s fast-paced business landscape.

To learn more about Live Chat and its features, book your demo now!

Book your 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/live-chat-between-fieldagents-managers/

Building Trust and Credibility: Creating a Strong Brand Identity on Shopify

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/

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