Tag Archives: automation

Integrating Crystal Reports with SharePoint – Things to Keep in Mind

Integrating Crystal Reports with SharePoint – Things to Keep in Mind

The popular business application, SharePoint, is now widely preferred by most software companies. With the newest versions coming up, this web application platform is used for a number of purposes, out of which the sharing of electronic documents and images of the scanned paper documents are the most prominent ones. SharePoint enables developers to create websites, which further allow an easy uploading as well as managing of documents. Even the communities can be formed around particular functions, necessitating access to the documents. These documents then become ready for searching, collaboration, management, updating or archiving.

The Need for Integration

While SharePoint with its multiple functionalities is of immense use, it cannot be denied at the same time that it is not so useful when it comes to the business intelligence system. It is here that the integration of SharePoint with Crystal Reports becomes necessary. The integration largely helps in making the information accessible as well as ready to analyze from the organization. Once the integration is done, the data can be drilled into different sets, which makes the process of categorizing them easier. The integration supports accomplishment of the following tasks: -Analyzing data in thorough details -Identify the relationship between costs as well as revenues of your organization -Identify processes and products that are adding value as well as reducing the margins.

Now, there are few things to be considered to ensure that the integration of SharePoint and CR goes off well while also paving the way for the required benefits.

Points to Consider for Successful Integration

To begin with, a CR scheduler should be incorporated, which allows scheduling of reports that need to be sent at specific date and time to the particular business users in the desired format. The incorporation of the Crystal Reports scheduler offers the members of the organization with the required information without a wastage of time and efforts and they can, therefore, engage in quick decision making. The reports created by the business users can also be stored centrally with the help of SharePoint and accordingly, accessed by the staff members who are in need of the same. Crystal Reports pave the way for scheduling reports on the use of SharePoint to get an idea about how the web application platform is influencing the work of the staffs.

Yet another important factor that has to be considered in this regard is that of using the SharePoint system in the automation of business process. The newly integrated report scheduler, if used, on an event-driven basis, enables a rather process automation. Consequently, modification to files or databases lead to a chain of actions, saving the hard work that had to put into the task otherwise by an employee.

The events include receiving orders from customers and triggering an automatic sending of the packing slip to the warehouse, reducing of the inventory levels, ordering the new products along with materials to fill up for the lack of stock, scheduling delivery of the given order and also billing the customer. Earlier, these actions had to be not only performed by the individuals but also necessitated the inputs from several professionals belonging to the various departments of the organization. Now, the automation is done electronically, saving the transactions that seem to be lagging behind, cost of staffing and the obvious chances of human errors.

Considering the importance of the integration of SharePoint with Crystal Report, companies are now going for Crystal Reports Distribution or what is also known as CRD. CRD can actually work wonders in reducing costs while at the same time, increase the margins and efficiencies. Scheduling and automation of information across any organization is easier than ever before. Custom sharepoint development teams can help you build projects within allocated budgets and time schedules.

We provide SharePoint application development services. If you would like to talk to one of our certified SharePoint developers , please get in touch with us at Mindfire Solutions.

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CRM Software Is It Significant

CRM Software Is It Significant

There are many kinds of business that you can engage in to make ends meet. In any kind of business, it involves buying and selling where in this case you are the owner and seller while customers are sellers. To succeed in business, you need to relate well with your customers. In fact, it is said that customers are like kings or your wife in real life situation; hence you need to offer them what they need.

Customer relationship is important for the prosperity of your business and to realize maximum profits. You need to derive ways in which you will relate well with your customers. In most cases, this can be achieved by educating your staff on how to relate to these important people in your business.

However, as the world experiences new technological changes, it is important to cuddle them and follow the trend. In this case, you need CRM software as well as market automation software.

CRM software, otherwise known as Customer Relationship Management software is a program that is meant to help you relate to all kinds of customers by heeding to their needs. There are several reasons why you need to have this software in your business;

Immediate access to customer records; while in business, one way to maintain your customers is to keep their records. This is because customers are aware that you know who they are at any given time. There are situations when a customer calls and inquires about something like a quote that you were to deliver to him and so on.

It will be quite hard to think who the customer is. Nevertheless, with CRM software, all you need to do is enter the name of the customer and click search, and within a second, you will have all the records of the customer in question.

Quick and simple invoicing and quotes; while in business, you need to give out invoices and quotes to your customers. Customers will ask for this information at any given time of the day (including weekends) and expect to get instant response.

This can prove to be challenging if you are held up attending to other businesses. However, with CRM software, you only have to click edit and have some few fields updated and then click email. This means that in few minutes, you will have updated the invoice or quote and sent it to your customer.

On the other hand, marketing your business is important when you need to increase sales and realize profits. This can be done with the use of marketing automation software. With marketing automation software, you are assured of;

Aligning marketing and sales; by boosting transparency and increasing communication between sales teams and marketing, this software offers a consolidated and cohesive platform for these teams to work together towards a common goal. At the same time, marketing automation provides the chance of assessing the quantity and quality of leads that have been sent through sales funnel, thus assisting you to determine if your campaigns were effective.

Better insights; Marketing Automation software can also give you a lucid idea of campaigns that have worked for you or not. At the same time, this tool provides you with factual initiatives that have been successful in engendering maximum leads and at the same time help you understand changes that need to be made to your business process chain for better results. These capabilities are significant in a way that they ensure transparency in marketing accountability.

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How to Choose a

How to Choose a Top CRM Software for Small And Medium Business

Choosing a top CRM software for small and medium business is a tricky choice. By default, small and medium business is one that is constrained by its own resources, or rather, the lack of them. However, business needs remain the same, irrespective of whether the company is small, medium, or a large enterprise. Hence, it would help indeed for organisations to know what to look for in CRM software, which would enable them to choose a top CRM software for small and medium businesses.

There are some considerations that need to be kept in mind when looking out for, and making a decision to choose a top CRM software for small and medium business. For instance, the attributes of being simple and accessible are essential aspects in CRM software. Small and medium businesses have their unique sets of needs, and it may not help much to have software that is elaborate, complex, and filled with intriguing features that the business may never have to access at all, On the other hand, there is an undeniable need to centralise information across the various departments in the organisation. The idea behind choosing a top CRM software for small and medium business has to be one of the ability to centralise information about customers in such a way that they get accessed and updated by the different departments and personnel who are authorised to work on the key information. Centralisation should result in one crucial benefit for the management – to release the time and resources for the top management to focus on where it matters – the customers and their needs.

There are other considerations as well, which would tell the management how to choose a top CRM software for small and medium business. As mentioned, the software needs to be simple, as simplicity makes it easy to be deployed, easing out the training process and helping in the maintenance of software by administrators. Further, the licencing has to provide all access options in one go, considering the way businesses operate these days, in a time of high speed connectivity and remote access needs. Apart from centralisation of customer information, a top CRM software would provide value for investment by providing for complete sales force automation and marketing automation, along with built-in e-mail campaign engines that would get the sales force up to speed with targeted leads, while collaboration helps towards improving business productivity.

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