How to manage sales teams with SuperOffice CRM

Improve your daily sales management with SuperOffice CRM Sales guide - YouTube

Remember how challenging it was to be a rookie salesperson?

Getting to know new people, products, and prices, while still trying to reach your sales target!

What if you could give your new sales rep a tool to get him up and running fast and on the right track straight away?

And imagine that the same tool can combine the practices from your best salespeople and share them so that everyone can improve their performance.

The SuperOffice Sales Guide allows you to do all that and more.

In this demo we’ll show you:

  • How you can map a sales process through an easy step-by-step guide;
  • How your salespeople can optimize their time and effort by following the best-practices;
  • How the Sales Guide supports your team in their every step towards closing a sale.

Please contact us for a life demo or to arrange a free trial account for a month. [email protected].

Source: https://www.superoffice.com/resources/videos/sales-guide/

Drupal 6 with webform to Drupal 7 commerce upgrade

batteries online Drupal 7 website
акумулатори онлайн - Drupal 6 website

Story: We developed the website www.akumulatorionline.com 7 (seven) years ago. At that time the owner asked to create a modern ans simple website, where she can get orders for single product (most of the customers were purchasing only one product) by email. We developed a modern for that time design on Drupal 6 with form with sequential fill of a form using webform module and submodules. All orders were kept in a form table. We developed two different fomrs for different range of products.

Task: First complain was that design was not responsive. On mobile devices site was looking ugly, users were not able to fill the form and this lead to loosing customers.We offered two options - upgrade to Drupal 7 and changing the template with responsive one or to migrate the site to Drupal commerce and targeting Drupal 8. Another concern was if site will loose its position on Google first page for some keywords.

Result: First attempt to use Drupal 8 Commerce was unsuccesful - several issues, that would require too much customization on standard modules. Then we moved to Drupal 7 Commerce. Result is similar like in the past view, but responsive with drupal commerce and several new functionalities to promote better products.

You can visit the site live: http://www.akumulatorionline.com/

Redmine with Outlook addin for support

Redmine Outlook Add-InHome / Redmine Outlook Add-In

After careful investigation we were looking for Ticketing system thou we tested OTRS, Drupal based solutions and at the end we reached Redmine. Redmine out of the box is great but we used also redmineCRM free plugins (will consider buying them soon as needed) and started using it. Redmine is great for the following:

1. Manage several projects with separate teams with precise security - common users can see/do whatever they have to do, but other projects may be fully hidden for them.

2. One person for different projects can have different roles - perfect, as different projects members can contribute with different skills and activities.

3. Very good time and tasks tracking

4. For general support we built structure like a tree - root is client, one sub-project is for general support (like never ending project) and several specific sub-projects - main projects for the client

5. Redmine has builtin email to issue, email update functionality (requires specific configuration)

As we have several projects in different areas - media, web sites, application software, pure IT etc. I wanted to include at least for existing projects some of major past issues most resolved. This was going to create some easy to access knowledge base  and to show clients major past activities. One source of those problems was our mailing. We use Outlook. So we started looking for integration with email we hit a solution called Redmine Outlook Add-In  - with its free trial we started testing. Some of direct advantages we found:

1. Creation of an issue from email is easy and allows you to properly enter issue or task title and modify description (coming from email body)

2. Automatically attaches email attachments to the issue including the email itself

3. Picking the email date as start date helped me extremely to build the history for current customers, saving lots of searches, clicks and copy/paste

4. Convenient interface at Outlook with specialized buttons for Projects/Issues/Tasks management. Very nice Calendar integration.

Here are highlights from Ahau Software channel in Youtube:
 

Nice job! from Ahau Software

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