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3 Important steps before you start the Digital Marketing Campaign?

Digital Marketing is a technique to reach your audience through digital channels. Be visible to your audience who are glued to phones or PCs or Laptops. Digital Marketing helps to spread the word about your business and tell the World – “I Exist”. But is Digital Marketing enough to get trigger sales? Is Digital Marketing a measure to understand or measure your sales conversions? 

Digital Marketing Services

Here are the three essential steps before you start your Digital Marketing Campaign:

  1. your sales team ready:

Many business owners get quite confused between Digital Marketing and Sales.  When you start digital marketing your business, you should be ready to handle the inquiries. Hence it is essential to have your sales team ready to handle calls at your office.

2. Customer Engagement:

Many businesses run a Digital Marketing Campaign and fail to engage the customers. In the fast-moving world, it is very essential to capture your customer’s attention every day, till you have your digital marketing campaigns. It’s very important to understand that “people buy what they see”. If you fail to engage your customers after they have signed up, probably you are at risk of losing them to your competitors who may engage them constantly. So, why lose the race, when you know what has to be done.
3. Customer Feedback and Review:

It is very essential to take your customer’s feedback and reviews after the sales have closed. Many businesses fail to do so, as they are too busy attracting and serving new customers. What happens when you engage/ask for your customer’s feedback? Here are a few points to note:

  • You know whether your customers are happy
  • You know where you or your team is going wrong
  • Have an opportunity to improve your products or services.
  • Helps you analyze where you stand with respect to your competitors.

Hence, it is not just enough to start your Digital Marketing Campaign and let people reach you for your products/Services. It’s very essential to have your teams ready to handle the customers. This way, you will be able to make the best utilization of your investment and expect a quick RoI on your marketing investment.
If you need any post-sale support? Drop us a note at contactus@kloudportal.com

3 Mistakes that Doctors commit in Digital Marketing their clinics.

With every business going online, Digital is the future of any business. Businesses not found online, are likely to be turned off or fade away in next few years. Doctor’s clinics are no different. Many doctors do their digital marketing on their own, but here are the top few mistakes that doctors commit, when they do digital marketing on their own:

  1. Use jargons on the website content:

Doctors specialize in their particular area of treatment. But tend to forget that patients don’t specialize 🙂
Typically patients don’t search with Medical jargons. They search with symptoms. Make sure to have content that highlights the symptoms on website.

  1. No Videos on the Website:

Videos are easy way to communicate to your audience. Most of the doctors have the videos on different social media channels and not on the website.

Having a video on website, which briefly describes services, shall attract audience to check out more. Also, audience will be able to easily understand what treatments are offered. It also helps Google to crawl the pages and help rank your website in search results.

  1. Write Medical Blogs:

Doctors are so passionate about their areas of specialization that they start writing blogs related to Medical presentations or Medical audience. Posting these blogs in Medical journals, might help pull more audience to reach you. But website is not the right place to post medical blogs. Patients don’t come to website to read Medical blogs. They come to your website to read what you can offer or have offered already. They search for use cases, which you have solved.

If you are too busy to write content-Blogs/Articles, we are here to help you. We have content writers specialized to write medical articles and blogs. Drop us a note and we can help you.

Digital Marketing your Clinic? 5 key points you should know

With every business going online, every customer is turning to Google to check out the information. It is very essential to have a digital presence. If you or your clinic is not available online, your patients are less likely to get in touch with you.

Here are five key things you should know before you start doing Digital Marketing for your clinic:

  1. Online presence:

You should have a website that displays clearly what your clinic offers. What services you have, how many doctors are available in your clinic. How many consulting physicians you have.

2. Website Content:

Website content should have relevant keywords, that will help Google Crawl your pages. Make sure to have individual pages for each service

3. Social Media Links:

Make sure you build your social media presence as your website getting its shape. Include your social media links on your website.

4. Blogs:

Make sure you have a blog page on your website. Keep blogging on your area of specialization. Give these blogs the necessary exposure. Your Digital Marketing team will be able to help you promote these articles at relevant forums.

5. Video Talks:

You should have video talks on your website. Make the videos short and simple, so you connect to the audience quickly and convey your message. 

These small tips on your website will help you boost your website traffic and help you reach a wide audience.

Want us to help you with Digital Marketing your clinic? Drop us a note and we shall be glad to help:-) contactus@kloudportal.com

Digital Marketing touch in the Financial Services Industry

In the current digital world, Internet has become a major media where people get up to date information day in day out. On an average person conducts 3–4 searches every single day and Google receives over 63,000 searches per second.

Having said marketing strategy is incomplete if it doesn’t address the digital channels.Ironically your business not listed in Internet is as good as being stagnant.

The very existence of Financial service industry revolves round money. Like any other sector customers of Financial service industry too, Google first to find out about various services. There is a growing need for the finance industry to adopt digital marketing for its survival. Digital marketing for a financial service industry can help

Increase customer base

Customers are available more in the internet than anywhere else. Through online promotions and social media marketing one can reach more customers, we can evaluate their interests and based on it we can plan the offers and target them accordingly.

Receive instant feedback

Clients’ interests on various products and services offered by our company can be instantly known through various surveys conducted via online forums. Customers feedbacks, opinions, and reviews about your products and services help companies to design a new product and improve the current services.

Creating goodwill through various promotional offers

Festive and promotional offers help in spreading financial literacy, creating goodwill, and enhancing brand awareness.Traditionally many banks give festive promotional offers to their customers. Social media is one huge platform where the offers reach maximum audience.

Cuts down other marketing expenses

Compared to digital marketing the other marketing strategies like traditional advertising and branding are quite expensive. Even the reach for digital marketing is huge compared to other strategies.

Social media is a wonderful platform that presents remarkable opportunities to drive engagement with customers. According to Report by Facebook-Boston Consulting group,there are 6 crore digitally influenced retail banking customers in the financial services industry in Indiain 2016. By 2020 the customer number is expected to double.

Financial industry has been extremely slow in modernizing their marketing strategies to match the changing consumer behavior but they have geared up the approach now. We see a lot of banks, insurance companies, finance companies pitch in internet to market their products.  

Digital marketing can change the way Banks and financial institutions reach the audiences. KloudPortal provides end-to-end digital solutions from social media posts to making website content SEO friendly toranking the company in the first page of Google.

The 10 Best Free CRM Apps

To be on track with your leads and clients, a start-up or an established organization prefer to integrate CRM into their business. It takes a lot of time and research to find the best CRM which perfectly suits your organization. There are several well-known CRM app providers who bestow their CRM for free, yes you heard it correct. However, the free version is equipped with limited features. Here is the list of 10 Best Free CRM Apps:


Opal CRM is a comprehensive customer relationship management tool which provides end to end tracking of client information through of the sale cycle. It is available in Cloud version, can be installed in-house too and also equipped with an easy to use Mobile app. Various features available are lead tracking from all sources, activity and calendar management, detailed reporting, quotation and invoice generation, API integration, two lines of Code Integration for website and e-commerce. etc. The free trial is available for a period of 1 month with full features limited to 4 users. For extended membership, there are various plans available starting from $1.99/user/month to $39.99/user/month.

The features offered for free are Lead analytics dashboard, Lead flows, collected forms, contact activity, and management, contact & company insights etc. However, for more features, one has to switch to paid plans which start from $50/month to $1,200/month.

2. Freshsales CRM

Freshsales offers excellent features for contact management. It helps in managing leads, contacts, and sales, with unlimited users. This CRM offers various integrations help desk, Zapier, Mailchimp, google apps etc. The free plan is exclusively to manage lead base. Sales management reporting, funnel views, various tracking functionalities, and smart notifications are available in the paid plans. Paid plans start from $19/user/month to $79/user/month.

3. Insightly CRM

Insightly counts as one of the widely-used small biz-friendly tools in the market. The free plan for Insightly offers 2 users, limited storage and records maintenance. Most of the features like emails, file importing, reporting, templates etc comes in a limited version. For more features like integrations, contact sync, role permission, automation etc comes with paid versions. Paid plans start from $29/user/month to $99/user/month.

4. Zoho CRM

It is one of the popular free CRM currently used.  It focuses on satisfying the small and medium service industry needs. The free plan supports up to 3 users, it provides sales force and marketing automation, provides access to standard reports and web forms, gives storage up to 1 GB. However, to enjoy the additional features you have to switch to the paid edition which starts from $12/user/month to $100/user/month.

5. Bitrix24

Bitrix is recommended for small and medium-sized teams and more suited for the sales. The free version would give full access to almost all features for up to 12 users and 5 GB storage. Bitrix provides various server options, can manage projects, use video chats and an in-house social network. It is a compact solution and provides complete access to all the primary functions. For large organizations who would require access to more users and storage, various plans are available which starts from $39/user/month to $199/user/month.

6. Agile CRM

The free version of Agile CRM allows up to 10 users and 1000 contacts. You can get the marketing and service functions with unlimited transactions, two-way email, telephony integration, and documents access. Can store up to 50,000 contacts and companies. For a growing or established organization, additional features are available at a cost $8.99/user/month to $47.99/user/month.

7. Capsule CRM

The platform is designed to transform the customer’s relationships into the sales opportunities. Capsule CRM provides its users with the ability to create the contact lists, import and classifies users by interaction. You can get statistical reports, track social networks, and store the customer history. The Capsule CRM is built for small and medium teams, the private entrepreneurs. The free plan provides 2 users, 250 contacts and 10 MB data storage for wider opportunities, users will have to pay $18/user/month and $36/user/month.

8.  HUBspot CRM

HUBspot CRM free version provides unlimited users and contacts to organize, track the leads and customers. All the core CRM features, manage contact information, create deals and track them until final sale, list tasks and appointments with contacts are available for free. The tool provides to track and run email marketing campaigns. It also has the ability to integrate with marketing automation software.  

The features offered for free are Lead analytics dashboard, Lead flows, collected forms, contact activity, and management, contact & company insights etc. However, for more features, one has to switch to paid plans which start from $50/month to $1,200/month.

9.  Streak CRM

Streak CRM is designed to transform your Gmail inbox into a CRM. Streak’s free CRM package is fairly limited compared to professional packages provided by other vendors.  It has all basic email empowerment tools and is available for unlimited users. You can use it to track 200 emails per month and get unlimited boxes for private pipelines Import/export capabilities, limited pipelines, and basic API. For unlimited features, various packages are available at a price of $49/user/month and $99/user/month.

10. Sugar CRM

Sugar CRM is a powerful analytics & sales automation machine but it requires development expertise and PHP knowledge to install.  The free plan includes lead forms & contact info tracking, email marketing features, reporting, project planning, real-time pipelines etc. Advanced features are available in plans with price range $40/user to $150/user billed anIt is not always true that free products are not good enough or expensive products are of high quality. At the end of the day, a CRM that deliveries the best job gives more values to your organization than the one where you spent a lot of money but it is of little use to your company’s workflow. Good luck in choosing the best CRM for your business.

Salesforce vs Zoho vs OPAL CRM – Pick the one which suits best

Being a Business owner, we wonder which CRM to choose and which CRM software best suites our requirements. Here is a brief comparison about 3 widely used CRMs available in the market. Hope this article makes your decision-making process easy.

FeaturesSalesforce CRMZoho CRM
Who is this software for?Salesforce is designed for small to mid-sized businesses and large enterprises.Zoho is designed for small businesses to large enterprises.OPAL CRM software is designed for small and medium-sized enterprise. Startups and established organizations.
Ease of useSalesforce CRM is inconvenient at the beginning as there are several options to navigate and requires proper training from the consultant. The Interface is cluttered and is hard to navigate. Configuration and setup are difficult and time-consuming.
Zoho CRM has lots of features but the depth of features can be limited, it requires lots of customization for set up.OPAL CRM set up is very convenient and learning the application takes hardly any time. All the modules are self-explanatory. The support team is 24/7 available for live demo.
FeaturesSalesforce offers the following features Web to lead, customizable and tracked emails, email sync, chat functionality, customizable dashboard, mobile app, ‘lightning dialer’ for tracking calls, lead scoring, a separate marketing tool to optimize outbound email and social media.  Zoho offers the following features Web to lead, email templates and tracking, email sync, mobile app, chat and collaboration, ‘Sales Signals’ from on social media, ‘Telephony’ allows for call tracking, trend analysis.OPAL CRM offers the following features Lead Capture – Online/Offline channels, Detailed Reports, Approve & Reject Lead Quotations, Invoice Management, two lines of Code Integration to capture leads from Website, e-commerce leads, mobile app, Send email from the application, API integration for Enterprises.
CustomizationSalesforce has the ability to customize, add third-party extensions and integrate with the apps.In Zoho CRM Customization is possible and the ability to add additional modules but not at the scale of Salesforce CRM.OPAL CRM is open for customization to suit any kind of business. The support team always looks forward to the business progression of the clients by designing a suitable CRM solution.
PricingSalesforce CRM has four Editions – SalesforceIQ Starter, Lightning Professional, Lightning Enterprise and Lightning Unlimited. The price ranges from $25 to $300, billed annually for per user/month. Zoho CRM has four Editions – Standard, Professional, Enterprise and Ultimate which are designed to sever various sized organizations. The price ranges from $12 to $100, charged per user/month billed annually.  OPAL CRM offers the most economical pricing $9.99 for up to 5 users (4+1 Admin)/month and any additional users would cost $9.99/user/month. There are 3 package editions available-Individual, Professional and Enterprise, the price ranging from $9.99 to $39.99 billed monthly.
Customer Support Customer service support through phone and email is available between 8 and 8 Mon- Fri (24/7 is payable) Worldwide toll-free support for 24/7 is included in the subscription fee.  Customer support from the experienced team is available through phone, email and video call during the business working hours Mon-Fri.
Free trial30 days15 days30 days
About The companyThe company was founded by Marc Benioff, Parker Harris, Dave Moellenhoff, and Frank Dominguez in 1999. It was established as a company specializing in software as a service (SaaS) Zoho corporation was founded by Sridhar Vembu and Tony Thomas in 1996. Apart from Zoho CRM they also offer .com services,  Manage Engine, WebNMS etc.OPAL CRM is developed by KloudPortal, Mobile App and SaaS Product Experts. Being a successful software company for 5 years, KloudPortal is passionate to bridge the gap between Technology and Businesses. Apart from CRM they also offer mobile apps, Digital marketing and Magento services.