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#WinwithMarketplace : Freshservice

11 days ago

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Sales Strategy and Automation

Sales Strategy and Automation

Delivering and discussing best practices around sales

92 Topics
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92 Topics

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SanaSiddiquiSkilled Expert

published in Sales Strategy and Automation

How can a real estate software help you get more clients?Question

1) Send targeted emailsYou need to send targeted emails to existing customers, contacts, and prospective ones that visit your website. This allows you to get in touch with them at just the right time and understand their requirements better.2) Mobile version of the softwareReal estate agents are on the move most of the time, and a mobile version of the real estate sales software can help them schedule meetings, take notes, update contacts, and stay on top of tasks without having to rely on a desktop computer.3) Ability to instantly engage with prospectsYour agents need the functionality to immediately engage with prospects through live chat or get in touch with them directly through a built-in phone.4) Automate daily tasksThe real estate sales software has to automate everyday tasks like emails and follow-ups, sending invoices, and updating records.5) Manage transactionsThe real estate sales software should also have a visual pipeline to help agents manage transactions, get actionable

211

17 days ago

Manasa KumarSkilled Expert

published in Sales Strategy and Automation

What's the best metric to measure your growth?Conversation

ROS is best used as a measurement of when to grow. It defines whether or not you are in a good position to spend some more.Knowing this KPI allows you to strategize, can you stretch a little more or should you cut back?For one, ROS gives you the profit you’re making so you can identify the return you want to reinvest into your company to grow it further. Two, return on sales is a reliable metric to aim to increase as the higher the ratio, the more the profit. Lastly, you can use the metric to get a picture of your company’s year over year performance as it takes into account both your expenses and revenue.In contrast, revenue isn’t a reliable metric to measure your businesses’ profitability as your expenses and revenue can vary over time.Head over here for more on Return on Sales.

283

2 months ago

XeoApprentice

asked in Sales Strategy and Automation

Manasa KumarSkilled Expert

published in Sales Strategy and Automation

QOTW: What are some ways you use Freshsales to onboard your reps?Blog

The first 30 days are crucial when you hire in sales. A sales rep can't hit the ground running when he is new to your industry or business. So you have to get back to basics.Start by breaking down all of the critical parts of your company's sales process into bite-sized chunks:Your product: What are the main features of your product? What makes it different from your competitor's products? What is your unique value proposition? What are some of the often raised objections?Your sales playbooks: What are your industry sweet spots? What are the winning sales plays and use-cases that highlight the product's USP? What should a rep cover in their discovery calls? What does your sales process look like from prospecting to closing?Your target audience: What does your target persona look like? Where can the rep find and connect with prospects? What sales tools do you use to find prospect accounts that match your target audience?Your team: How do your reps talk to each other internally and share

270

3 months ago

SanaSiddiquiSkilled Expert

published in Sales Strategy and Automation

Ask any sales rep you know.Question

Qualifying is one of the most challenging tasks because from there, the prospect snowballs into a customer. But to qualify, what kind of questions do you ask the prospect, to help them recognize their need? We line up some for you:1. “What is your budget?”This question assesses if it is possible for the lead purchase for you. If they don’t have the budget, you can inquire when they are likely to have.2. “What are the decision-making and sign-off processes in your organization?”This helps you understand if you are talking to the right person who calls the shots in the organization, and assess how long the buying process is likely to take.3. “How are you presently handling this challenge? What do you expect differently from us?”This gives you clarity on their expectations from you and helps you decide if your product/service will actually help them address their challenges.4. “What does your timeline look like? By when do you need this solution implemented?”Hope these help. What question

121

3 months ago

TahirAzgrmApprentice

asked in Sales Strategy and Automation

EDI implementation in CRM

I have to implement EDI connection to connect our system to another business. Any good ideas or any tutorial available how to implement it best with php and EDI-ENACOM standard and connection through ftp? Totally new concept to work on. not yet tried actually. But i think for every event handler, there must be text / code appended to the file through ftp.

4 months ago

AliRazaApprentice

asked in Sales Strategy and Automation

How to update data on a JSON object through fetch

I'm making a customer portal application with Node.js, Express.js and JavaScript on the client side. My Node/Express backend makes API calls to a company CRM-system and then sends the data as JSON to a user specified url. For example in my app I have a "Personal information"-page that contains a table that is populated with data fetched from the user specified url on log in. For example: myapp.com/userdataof={userId}.In the website the user can edit personal information and it then gets sent to the backend and when the backend receives the data it sends it to the CRM-system. Then the backend makes a new API call to the CRM and gets the freshly updated user data and sends it to the same url: myapp.com/userdataof={userId}.The problem right now is that when the user edits the data it does get updated in the CRM, but doesn't update in the app itself. I think this is because the data is being sent to the same url that already contains the old data.So I'm looking for a way to update the JSON

4 months ago

Manasa KumarSkilled Expert

published in Sales Strategy and Automation

[Share your thoughts] How to measure social selling to improve ROI

Social selling is now a crucial part of sales strategy for most businesses, as younger users increasingly turn to social media before making a purchase — 50% of 16-24 year old's research products on social networks before buying. Tips to measure social selling to improve ROI Read more

201

8 months ago

jbbatteryApprentice

asked in Sales Strategy and Automation

Lead Management Software

So i am in the real estate industry. I have been asked to develop a project and have no programming skills whatssoever, So I could some help in pointing me in the right direction.Our problem is that we have to many leads/references generated by potentical clients. Some of our staff has a lot of work/leads while some dont have any. We know that each person has the capacity to handle "X" requests. The idea here is to transfer the leads generated and reassign then to a new person.What we are looking for is a software that can pull the info from our database and assign it to a new person within the company.Do you know any opensource softaware or software house that has a solution that can be adapted or do you recommend getting it built from scracth? I suppose its a dedicated CRM system..

8 months ago

Manasa KumarSkilled Expert

published in Sales Strategy and Automation

Question of the week: How do you use Freshsales as part of your company’s social selling strategy?

Social selling is about using social media to generate leads and make sales. It sometimes involves reaching out directly to prospects on social media.However, it also includes more “indirect” activities, like posting content to introduce your products, demonstrating expertise, building a community, and answering questions. Ever wondered how to integrate social selling strategies in to your sales process?1. Evaluate your current process - Before you kick off your social selling plan, think about what’s currently working and what isn’t2. Create a plan - The next step is to craft a roadmap for social selling at your company. This is where you’ll brainstorm a plan to boost your sales using social media. Identify the social media platform(s) where you’re likely to find your target audience. Then think about the types of content they’d most like to see, and the outreach they’ll be most likely to respond to. 3. Train sales and marketing teams - Once you’ve developed a plan, you’ll need to tr

181

9 months ago

Bewitchingmaker1Contributor

asked in Sales Strategy and Automation

Allow concurrent approvals when EVERYONE has to approve

In a workflow that requires the approval from multiple department managers to move forward, it would be nice to generate all of the approvals at the same time instead of having to wait for each department to approve then move to the next approver. We have a marketing department using FreshService and they need multiple department heads to sign off on a service request. Currently the approvals take a long time because the department managers must wait for each other instead of having to track down the stragglers who haven't approved yet.

10 months ago

i_TimDaVidApprentice

asked in Sales Strategy and Automation

How to fetch the label from API name in Aura Component Controller

I have written a Apex class which return the list of objects in a String to be add in the drop down list in the AURA cmp Now I want to change the API name to label in the JS controller itself so is there any to fetch the Label from the API name. doInit: function(component, event, helper) { var action = component.get("c.getAllObjects"); var inputIndustry = component.find("InputAccountIndustry"); var opts=[]; action.setCallback(this, function(a) { opts.push({ class: "optionClass", label: "--- None ---", value: "" }); for(var i=0;i< a.getReturnValue().length;i++){ console.log(a.getReturnValue()[i]); var labelReference = $A.getLabel("$Label.c.---" + a.getReturnValue()[i]); console.log('label is ' + labelReference); opts.push({"class": "optionClass", label: a.getReturnValue()[i], value: a.getReturnValue()[i]}); } inputIndustry.set("v.options", opts); }); $A.e

1 year ago

TamnaSidharthApprentice

asked in Sales Strategy and Automation

unxpected value of getFormType() in Dynamics CRM

We migrated our 2015 (on-premise) crm to 8.2 on-premise and we came across a JS issue with getFormType().when a user creates a new account and clicks on Save the OnSave function is triggered, then it goes into the OnLoad function which calls another function site and checks if getFormType() != 1 then do something.From my tests the FormType = 2 in CRM 2015 when the time for the condition check getFormType() != 1 came but now the FormType = 1 so it never executes the code in the condition.Is this a Microsoft bug? Is there a workaround?

1 year ago

hjkApprentice

asked in Sales Strategy and Automation

What is the best CRM solution for e-commerce sites?

I’m building a B2B e-commerce site with Sharepoint and I’m looking for the best CRM solution to integrate. What is the best CRM solution for e-commerce sites?

1 year ago

BenCuttingApprentice

asked in Sales Strategy and Automation

Impersonation in Dynamics

I can't understand what to do. I use the usual API method which is called from an Angular application from Dynamics with impersonation context.At first I'm doing thisvar impersonationContext = ServiceSecurityContext.Current.WindowsIdentity.Impersonate();Then I'm trying to create an instance with one parameter - OrganizationServiceProxy, then create the OrganizationServiceProxy.Then when I'm trying to retrieve from CRM basepublic OrganizationDetailCollection DiscoverOrganizations(IDiscoveryService service){ if (service == null) throw new ArgumentNullException("service"); var organizationsRequest = new RetrieveOrganizationsRequest(); var organizationsResponse = (RetrieveOrganizationsResponse)service.Execute(organizationsRequest); return organizationsResponse.Details;}The code throws an exceptionSystem.ServiceModel.Security.SecurityNegotiationException: The caller was not authenticated by the service.System.ServiceModel.FaultException: The request for security token co

1 year ago

dastageerkhanApprentice

asked in Sales Strategy and Automation

What is the format used to represent Date and time in the Goldmine CONTTLOG.LOGSTAMP field?

The two Goldmine tables CONTTLOG and GMTLOG were intended for the GoldSync functionality, however I will be able to use these tables to investigate and report which user made a change and when.In order to know the when I need to know the format service used to represent Date and time in the LOGSTAMP field.Have asked same question here: https://forums.ivanti.com/s/question/0D54O00007Kfh7MSAR/what-is-the-format-used-to-represent-date-and-time-in-the-logstamp-field

1 year ago

MohsinKhanApprentice

asked in Sales Strategy and Automation

How to create backups from user interface CRM?

i am trying to make a backup option for my CRM. I have install this package https://spatie.be/docs/laravel-backup/v5/taking-backups/overview and i am using laravel 6^. I can backup my db and all system configuration with this package if i run backup:run skin from Terminal but this is not all i want. What i am looking for is to crate an interface where admin of page can make backup manually by clicking on options. For example like this: https://jobclass.laraclassifier.com/admin/backups (email: admin@demosite.com password: 123456) Does any one know how can i do something like this?

1 year ago

MunnaBhaiyaApprentice

asked in Sales Strategy and Automation

Frontend crud in orocrm

I need to create functionality for any customer/user can add/update/delete his own products. so I need to create CRUD in Frontend.Please share any reference link for the same.Thanks, Ankit

1 year ago

TamnaSidharthApprentice

asked in Sales Strategy and Automation

What is the best CRM for a startup/business?

Ever since the arrest of the CEO of startup Olansi, the startup eco-system (or echo-chamber) has been abuzz with speculation, innuendo and flooded with advice on what you as a startup should or should not do. What the article should have stated upfront was the real issue- the core issue – is our lack of transparent and responsive and fair legal framework. So, laws only work for the powerful, rich and connected. And since a startup is anything but rich, powerful or connected- at least to start with, it is very very vulnerable.

1 year ago

HaniMalikApprentice

asked in Sales Strategy and Automation

Telephony integration with netsuite - how to add popup / screen pop

I am looking into building a basic inbound/outbound telephony integration for NetSuite cloud, for an existing VOIP system.How can I add an integration so that I can have a "screen pop" or window popup either inside NetSuite or in another window? I am not looking for the specifics of call handling - I just need to understand how to make a popup window happen in NetSuite's dev environment. This would need to be able to display on any page.From what I can tell, it seems that unlike salesforce, NetSuite doesn't have a built-in "phone app" other than the CTI integration, which only helps with outbound calls (here)? Is that right?As far as I can tell, other solutions like 8x8 have a button that pops up to open a new browser window (to an external site) that contains a separate web UI. But how can I achieve an integration like that? Here is an example: https://docs.8x8.com/8x8WebHelp/virtual-office-for-netsuite-agent-3-1/Content/Resources/Images/netsuite31/Screen%20pop%20for%20multiple%20matc

1 year ago

Dr_DaniApprentice

asked in Sales Strategy and Automation

Implement multi-tenancy in Salesforce

Let's say I'm using Salesforce as the CRM for a resturant business. I have everything already implemented and working fine but now more customers (restaurant franchises) want to be partners. I want to keep all the structure as it is right now but be able to separate what each franchise can see (only their own specific data). How could I achieve this? I was wondering if having another Parent Account as the franchise would be a good solution.For example:Franchise(Grand-Parent Account) => Restaurant (Parent Account) => Services, Employees etc (Contacts)

1 year ago

ARSALPTApprentice

asked in Sales Strategy and Automation

How to add Click-to-Call feature in html where phone number is pulled from a dynamic text box?

I'm looking to see if it is possible to add a click to call feature on a website used by the company I work for. The link would take the phone number from a CRM and dial using a VOIP. The CRM used is Lead Perfection and the VOIP is Five9. This isn't anything required by my job or "strictly necessary" as callers can just copy/paste the phone number, but I'd like to make things slightly more efficient. Unfortunately, I don't know anything really about html and I can only find information and guides online in cases where the phone number is the same every time.Here's what I have so far:<a href="tel:https://app-scl.five9.com/appsvcs/rs/svc/orgs/DomainID/interactions/click_to_dial?number=XXXXXXXXXXPhone&campaignId=outbound=&amp;checkMultipleContacts=false&amp;skipDNCCheck=false">Click To Call</a>I don't think it's this simple but don't know enough to actually figure this out.

1 year ago

IamFaizanApprentice

asked in Sales Strategy and Automation

Tkinter: How do I properly set parameters of extended Button class?

I am experimenting with creating a customer relationship management program using tkinter and python and would like to have buttons generated based on tables in the database.The idea is that there is a button for each table in the database, so that the table can be viewed and edited if needed.I want to have each button look the same and, when clicked, generate a list of table entries into the main frame of my program. To do this, I want to extend the Button() class so that I can keep some attributes concurrent while also defining the display_items function:class TabButton(Button): def __init__(self, *args, **kwargs): super().__init__(Button) self['bg'] = '#a1a1a1' self['font'] = ('Agency', 24) def display_items(self, tab): pass #mycursor.execute('SELECT * FROM (%s)', tab)This last line (above) is what selects data from the correct table in my database - I have commented it out while I figure out the rest of the class. I know what *args and **kwa

1 year ago

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