How to buy a CRM software | OPAL CRM Software

Getting the right solution right the first time is a difficult task. When it comes to choosing a customer relationship management system for your business, the process can be long and difficult.

The first step in buying a customer relationship management system is to ensure that the sales team and sales managers, as well as decision makers, are familiar with the CRM system.

The following instructions for CRM purchases provide information for prioritizing the needs and goals of an organization.

Understand the concept of CRM.

Beware of the CRM system full of jargon and buzzwords! If the supplier cannot provide a convincing explanation of the functionality of their product, do not buy it.

Define your needs in CRM.

Once the fundamental concepts of CRM are understood, it is important that senior managers and decision makers sit down to decide on the requirements for implementing a customer relationship management system.

Select your CRM providers.

Once you have defined clear business objectives, the next step is to create a list of suppliers that meet your needs. OPAL CRM is the Best option for all type of Business.

Do business with several CRM players.

Getting the true cost of a customer relationship management system is difficult, especially when the deployment requires the intervention of a third party. However, you must submit your request for proposal to the few pre-selected suppliers and wait until they offer you a good deal.

Invite meetings and demos.

Nobody understands your business better than you. So invite suppliers to prove that they can meet your needs in your business environment.

Compare and negotiate.

There are many CRM comparison tools for comparing features and prices before committing to a specific CRM solution.

Deploy your CRM solution.

Once you have all the information, it becomes easy to choose the CRM provider that meets all your CRM needs.

For more Details about OPAL CRM Software and CRM Types Visit: www.kloudportal.com

 

 

5 Ways to save Time and Money with smart CRM features

Why use a CRM?

Customer relationship management is a strategy to manage our interactions and relationship with the present, past, and future customers. Various CRM software tools are designed to meet this strategy. Benefits of CRM software for any business are immense. They help to improve business relationships by staying connected with customers throughout the lifecycle, streamlining various processes and thus improving profitability.

Value of time and money in business:

Be it an upcoming business or an established one, Time is a vital element and scarce resource. It keeps ticking and once gone never comes back. Every step in business requires time- product research, development, marketing, sales and customization, customer service etc.  If we can save time by streamlining and automating certain processes, we can utilize it for the betterment of the company. The right decisions at right time can favor a lot for the progress of companies because Time is Money.

5 ways to save Time and Money with smart CRM features:

A smart CRM tool with features like a mobile app, email integration, an activities log, appointment scheduling, report generation etc can save a lot of time and money for the organizations. Let us look into few of the benefits of CRM software

Easy accessibility of customer data

One of the major aspects of CRM software is streamlining all the customer data in one place. It reduces time in searching for contact details if otherwise stored in excel or paper format. CRM tool helps in clean record keeping thus prevents from missing any valuable customer information, also ensure the company is audit-ready. It creates accountability, improves communication, accuracy.

Inter-team collaboration

CRM tool is used across different teams in an organization. Data stored in the cloud helps in easy accessibility of information across various teams, like sales, marketing, management, invoice processing etc. A business without CRM tool has to spend a lot of time, by scheduling meeting to discuss customer progress, send emails or paperwork across the various team to be on track about what is happening in the business. CRM works as a common platform for various departments, bringing everyone on the same page. It saves a considerable amount of time and clears all confusion.

Marketing made easy

Marketing is made easy as all customer data is at one place. CRM software is also incorporated with emails and phone features, communication to customers can be made within the CRM tool itself. Without a CRM system the sales/marketing agents spend more than 50% of their time doing mundane processes, like collating customer data, sending bulk emails, data entry work etc. CRM does the repetitive tasks for the agents and helps them to spend more time on value-added activities. The management can identify the best marketing strategy/product or service of high demand. They can stop or change the marketing campaign accordingly.

Easy reporting

CRM software centralizes all data giving quick access to any reports needed by the management. Ex: Product interest view, Leads to customer conversion, agent-wise performance, sale activities, quotes and invoices generated, products ordered etc. CRM helps in analyzing the data and generating reports automatically.  With accurate reporting management can make better decisions and formulate effective strategies.

Customer service

Customer service is about addressing customers’ queries effectively and timely. With all information at one place, the customer service agent can process his duties precisely. Through mobile CRM customers can be communicated from the CRM tool from anywhere, anytime. CRM with email feature is equipped with a template where the customer service agent can send acknowledgment and bulk responses in no time. CRM helps to improve the level of service and quality of communication with the customers. CRM tool aids agents to plan the tasks and activities and prioritize the work for a day timely.

Below statistics shows the CRM benefits for business, according to the Forrester study in 2017:

  • Teams increased productivity by 50%  
  • Sales productivity increased by 5%
  • Consultation time was reduced by 10%
  • Revenue has raised by  2%
  • Customer service cost was reduced by 40%

OPAL CRM by KloudPortal is CRM software designed for small and medium-sized organizations. Committing a customer for a sale process involves a lot of skill from the sales agent. Several steps are involved to close a sale process. Fill in the forms, reports to be generated, follow up, creating quotations, address any legal or compliance issues, etc. all these steps consume a lot of time. Thanks to the OPAL CRM which does all the repetitive tasks for the agents. CRM software is definitely a time saver and quality product which can save time and money for any organization.

ADVANTAGES OF ONLINE EXAM SYSTEM

Exams/Quizzes acts as a feedback platform allowing the instructors and students know where they stand in the subject being taught. Quizzes are generally shorter in duration and are used as a measure to evaluate the knowledge of the audience. The audience can range from school students to patients, survey members, online course participants, employees etc. Be it anyone quizzes are mostly fun oriented and does not impact academic performances. However, quizzes can be a tough job for the organizing staff as it involves equal effort similar to organizing professional exams. Following are the challenges faced by the organizing staff while conducting exams/quizzes:

  1. Set up a venue
  2. Initiate the audience about the schedule
  3. Arrange for stationary, papers, pens or pencils etc
  4. Extra effort to randomize questions
  5. Appoint an invigilation staff
  6. Need to correct the answers and provide timely feedback
  7. Address any technical difficulties

Due to the above constraints, the fun-oriented quizzes sometimes end up as an inconvenience for both the organizer and participants.

Online exam Software

How are quizzes helpful across different streams?

Quizzes are widely used in different fields. Let us have a glance about a few of them:

  • Medical diagnosis

Quizzes help to determine the health of patients. A well-structured questionnaire formulated by experienced doctor’s aids to access the physical and mental health of patients. Quizzes become critical in some cases where patients deny to speak out their concerns.

  • Online learning

Nowadays online learning has increased tremendously. In order to access/Judge the knowledge of the participant, quizzes are the best means. The quiz scores will determine the progress of the reader.

  • Classroom training

During classroom, training quizzes are generally conducted to create enthusiasm in the participants. They make the session lively and improve participant’s interests to learn more.

  • Feedback/evaluation of employees in an organization

A progressive organization is one which collates regular employee feedback and acts upon it. Because employees are the backbone of any company. The intentions and feedback from employees can be easily obtained by encouraging them to participate in quizzes.

  • General audience

Apart from the above, quizzes are conducted everywhere. During presentations, parties, get-togethers etc.

How advancements in technology changed the face of quizzes:

With advancement in technology and a huge surge in data usage, every task of humans was made easy and comfortable. Quizzes are no exception. Online examination software has brought in more fun to learners; most importantly it made life easy for the organizer.

Online quiz VS regular quiz.

Task Online quiz Regular quiz
Set up a venue

 

No Yes
Initiate the audience about the schedule

 

Yes Yes
Arrange for stationary, papers, pens or pencils etc

 

No Yes
Extra effort to randomize questions

 

No Yes
Appoint an invigilation staff

 

No Yes
Need to correct the answers and provide timely feedback

 

No Yes
Address any technical difficulties

 

Yes Yes

 

With the above said advantagesOnline examination software wins the race against regular quiz. Nowadays Free online test maker software’s are also available. Being said now the challenge arises which software to choose amongst the hundreds of options available in the market.

Choose the right software

We look for following aspects while choosing online test platform

  • Can it accommodate simple yes/no to multiple choice questions, fill in the blank, matching, sequencing, plugin questions etc
  • Can images and videos be included in question/answers
  • Auto-correction and real-time personal feedback.
  • App purchase and licensing costs.
  • Push notification feature
  • Timer on assessments
  • Report generation
  • Easy-to-use, clear interface
  • Cloud or in-house based

KloudPortal’s Mobiquiz

Mobiquiz allows a user to create and host quiz all by ourselves without any coding experience. It is the best online test platform.

Following are the features of our test creation software:

  • Can launch an Unlimited number of Questions and unlimited Levels
  • Quiz Type includes Simple Yes/No to complex Multiple choice questions
  • Randomize your questions
  • Show images and videos in your answers
  • Time-Based assessments
  • Immediate performance reports can be generated as soon as the exam is completed.

KloudPortal is a Mobile app and Saas product development expert. Mobiquiz is one of our well-known mobile app which is most liked by the users.

 

How to avoid long queues in a shopping mall?

It is not a good sight to see a store, where you want to make a purchase with long waiting queues and the overwhelming crowd. Most of us avoid shopping or go online shopping due to the long lines.No matter how good the product or service is, if the customers had to wait long in the queues then they are most unlikely to return to the store. We often see customers who walked up to the store, give up the purchase due to the long queue.

So, being a store owner how to stop the customers from switching to another store due to the long waiting at billing? Here are few measures to avoid long queues.

Increase the billing counters

If there is continuous crowd day in day out basis then it is obvious to increase the POS or billing counters. However, it takes the extra cost to install devices and hire staff for the same.

Hire smart agents who are quick at processing

Most of the times customers get frustrated that their queue is moving slowly compared the next queue and often get into a fight with the billing agent due to their slow processing. To avoid these frustrating situations, it is very important to hire the smartest and quickest processer for billing.

Reduce the time-consuming security check

Even today few stores do multiple security check to verify if all the products are being billed properly. It not just kills time but imparts a negative impression about the stored procedures.

Introduce special counters

Make separate counters for availing discounts, exchanges, customer queries, less than 10 items etc. Specialised counters give a good experience to customers and reduce the waiting time for billing.

Give special discounts on, non-crowded days

Customers who are monthly salary holders, want to shop when they have recently received their pay. It is often during the first week of the month we see a lot of crowd in the store. Identify the days when the crowd is less and offer special discounts to attract customers to shop even on non-shopping days.

Smart apps

By adopting new technologies, the store can switch to queue less billing. Eazekart is one such retail shopping app, where the customer can simply scan the products and pay quickly without having to wait in long queues.

How does it work:

  • Download the app in the mobile
  • Let your customer scan their product and add to cart
  • Pay online
  • Verify the bill with the store agent.
  • Leave the store with no waiting time

At the present days, any item can be purchased from online store comfortably sitting at home. However, most people still prefer shopping at retails store, simply because they love shopping. But don’t let the long queues kills the joy of shopping for your dear customers.  Integrate your store with an Eazekart app and bring in a fantastic shopping experience.

What is an online exam (online tests)?

At the moment, where technology governs the world, how can we think that something as important as the exams can remain intact with its grace? Therefore, the online exam is a great way to test the intelligence of a group of people around the world participating in a given topic. The online exam system allowed students to give an exam according to their convenience and the availability of time. No distance needs to be traveled or any waste of time, just open your device and you’re done.

How to set up an online examination system?

The online examination software is designed to simplify the online examination system as much as possible. Carefree and endowed with a variety of features, Mobi Quiz is a one-stop shop for all your exam requirements.This will open your world to unlimited features of an online exam system that allows you to freely design your online exam according to your choices and requirements.

Online Exam Software

Advantages of the online examination system

The online review system has many benefits, such as saving paper (saving trees), reducing costs at both ends (exam takers and students), saving time that can be used by students for better preparation for the exam.

Industries using an online examination system

With the aim of covering a large number of different sectors such as companies, public administrations, colleges, institutes and world-class industries, the examination has been conscientiously designed.

Typical Features of an Online Exam System

The most fundamental feature of the online examination system is that it should be able to create an exam. But when it comes to thinking about an exam, the software is made up of 8 high-tech features.

Question Bank: The Question Bank feature consists of diffrent types of questions: Multiple Choice, Multiple Response, True False, Next Match, Fill in Spaces, Match Matrix, and Writing. This gives you the freedom to write your question using complex mathematical images or equations.

Candidate Management: This feature allows the tester to assign their students to particular groups and then test the group based on their groups.

Test Creation: Several user-friendly test parameters so the tester can be comfortable designing the test.

Monetize: With this feature, you can put your test papers for sale and profit from them.

Tester Panel: With the quality of giving the tester a real-time feel, this feature has many diverse features, such as notification of active, missed, or future tests, dashboards, and statistics.

Reporting System: The most essential part of the test is the marks obtained by the students. The reporting system does this by giving a detailed view of the results obtained and the performance of the candidates.

Security: By providing secure gateways for payment transactions, this feature knows how to ensure customer reliability.

Mobile App: No need to open your laptop and limit your activity. Mobile application support platforms such as Android and iOS can give you access to your Mobi Quiz account while on the go.