CRM – Intellial – Software Solutions & Business Applications

10 Ways Our Help Desk Solution Increases Customer Satisfaction

Naveen Yadav — Mon, 01 Jul 2019 11:23:07 +0000

10 Ways Our Help Desk Solution Increases Customer Satisfaction

The online help desk solution is a way to communicate with your visitors on your site. Live chat software can help you start discussions with new customers, communicate with existing customers, and assist regular customers in real-time. It is a conventional and ongoing way of driving more sales, closing deals and retaining clients.

Carecoll Live chat provides a unique experience, better customer relations, and an opportunity to sense the pulse of your clients. It is valuable to use a live chat solution for all customer journeys and throughout your sales, marketing, and support teams.

In comparison to email discussions, live chat keeps the history and context in threads that agents and customers can access as quickly as they start the chat. Live chat conversations are friendly in nature, like instant messaging applications. Live chat software enables you to respond quickly to your clients with smooth access to the support team.

10 Ways CareColl Help Desk Solution Can Increase Customer Satisfaction

Quick and easy set up

It is simple to add Carecoll live chat software. Just copy and paste our chat code on your website and start a chat with your site visitors within minutes. If you require a simple website chat widget for your business, then carecoll helpdesk and live chat software is the right solution for you.

Real-time visitor activity

Carecoll Live chat software enables businesses to interact in real-time with their website visitors. Easily monitor your website visitor and track interactions in real-time. Carecoll gives you all the necessary visitor information you need like their location and which web page they are navigation on your website.

Chat widget customization

Change the appearance of your live chat widget to match your requirements. Manage specific countries allowed for chat conversations.

Live chat visible to select countries

Your visitors will only see you online for a chat if they are from the chosen country, for rest you will appear offline.

Offline messages

Always be connected with your customers even though you are not online. You will get an email whenever a visitor pings a chat and you are not available online. You can also view offline messages in a split view.

Transfer Chat to the specific department

Connect your visitors to the specific departments to perform effectively. Manage your departments to spread chats across different teams and fix queries more quickly. Recognize patterns, prioritize and assign tickets to agents for quicker resolution from one place. Work seamlessly with other teams by dividing the responsibility of the ticket.

Customer Details

Provide detailed information to your support team about site visitors. Deliver your site visitors a rich experience by providing proactive live chat experience with chat routing for your support team.

Instant support

Delight your website Visitors with Instant Support. Carecoll helpdesk solution provides instant customer support with live chat tool. The easiest way to interact and convert site visitors into customers. Within the help desk, your agents can answer e-mails and chat with clients. Carecoll Live Chat Software provides instant and quality responses by pre-defined templates and replies.

Multiple Chat Handling

Enhance productivity through the simultaneous handling of multiple chats by live chats agents. Multiple chat windows allow a single agent to manage multiple chats at a point. Carecoll live chat software works with all internet browsers and operating systems.

Email management

This allows you to prioritize each ticket using the keywords, departments and assign each ticket to a specific agent and team so there is no misunderstanding about who would work on which ticket. Our email management is intended for the teamwork and productivity of agents. You can always use a client database to access previous interactions on any channel. Agents can also track discussions with clients. Carecoll has an inbuilt translate feature that allows you to translate any language to your preferred language.

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Integrated Task Management System in CRM

intellial — Fri, 21 Jun 2019 05:00:35 +0000

Integrated Task Management System in CRM

What is Task Management System?

A task management system is a framework designed to support and manage all the tasks at hand. It is a system that helps businesses to perform tasks with ease and increase productivity. It involves monitoring tasks from start to finish, delegating tasks to colleagues, and setting time limits so that tasks are completed on time.

A Quick glimpse of Integrated task Management in Sparrow ERP

The Task Module assists you in organizing details and tasks.
Create tasks for all the work you need to do, assign tasks to your team, and set due dates. Assign tasks to one or more people.
Add tasks to monitor all that you have to do or remember.
Drag-and-drop tasks in a calendar view and Kanban View or arrange them as you would like.
Work together with your team on tasks from start to finish. If your team is working on a project, then you can see the progress at every step.

Task Interfaces as per Different Use Cases

Sparrow ERP Task Management List View

List View: Detailed Information

Look into the list view for detailed information and click on a task to add remarks, attachments and files.

Sparrow ERP Task Management Kanban View

Kanban View: Not started, in progress and Completed

Kanban View to monitor task progress. As you can see this kanban view is having three status (Not started, In progress and Completed) and each status has tasks added to them. Just drag and drop the tasks as per their current status.

Sparrow ERP Task Management Calendar View

Calendar View: Month, Week, and Day

For instance, there’s the calendar view, and this will allow the assigned team to see all the tasks in a calendar view. Right from the calendar month view, there’s also week and day view and if you move a task and drag it and drop it on another day in the calendar view, the due date will automatically update for that task.

Task Management Features

Assign Tasks: Assign tasks to the team simply by adding their names. You can assign every single task a due date and define your team for that task.

Due date: Specify the due dates for tasks to keep track of the deadline and set up the reminder.

Reminder notification: Get notifications on email for reminders, comments and updates.

Attachments: Attach files from your computer to the tasks.

Comments and Remarks: Use remarks and comments to provide periodic status updates.

Drag and Drop: Just drag-and-drop tasks across progress in calendar and kanban view, and move tasks according to priority.

Track and monitor sales deal progress: Follow up with your sales inquiry across its sales pipeline and be confident about the next action points.

Building the Lead: Create a sales channel that will meet the requirements of your team. Organize contacts, meeting details and notes on each lead. See the status of leads shifting from “in progress” to “completed” and track their deadlines, updates and notifications.

Collaborate on a task: Work together with your team on tasks from start to finish. If your team is working on a project, then you can easily see the progress at each step. Monitor team progress and receive ongoing updates and remarks on the task.

Filters in Task View: Customise your task view through inbuilt filters like my overdue tasks, overdue tasks, my tasks, Completed tasks and all tasks.

Sorting in task view: Easily sort all the tasks by alphabetically, due dates, or assignee.

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How IoT and Big Data Analytics Revolutionizes Manufacturing

intellial — Mon, 20 May 2019 13:29:15 +0000

What is Big Data and the Internet of Things (IoT)?

Big data is explained as a massive collection and understanding of data, which is made possible through strong analytical capabilities that monitor and analyze various digital streams. The ability to analyze large, complex, and rapidly changing datasets comprising structured, semi-structured or unstructured data to gain valuable insights. Sparrow ERP Offers Deeper Insights Into Your Data and gives you better-tailored insights, data Captured in Sparrow ERP stored in Elasticsearch. You can use kibana to power your next-generation analytics and machine learning strategies.

The Internet of Things (IoT) includes various objects with different capabilities, which have a common way of communicating to enable information transfer. Where that information is understood by two or more objects to make the process more efficient.

IoT comprises the infrastructure of hardware, software, and services for networking of things. Internet of Things infrastructure is event-driven and real-time, supporting context-sensing, processing, and exchange with other things and the environment. Sparrow ERP collects data from your IoT devices and you can visualize your data on the Thingsboard platform. Sparrow ERP integrates with the Industrial Internet Of Things (IIoT) gadgets completely with your current business flows and improves efficiency.

The main objectives of the Industrial Internet of Things (IIoT) are to improve affordability and availability of processors, sensors, micro-controllers, and other technologies are helping to facilitate capture and access to real-time information. Optimizations of operations, boosting productivity, saving resources, and reducing costs are typically the main goals of IoT solutions applied in industry. For example, the industry might use IoT to keep track of business assets, improve environmental safety, and maintain quality and consistency in a production process.

Key Functions Required by IoT and Big Data Analytics

Device and Infrastructure Management Platform

IoT requires operators to operate the software on devices remotely, without taking the network of sensors out of service.
Security crucial, particularly where remote access to sensors is required.

New Platform-as-a-Service (PAAS) offerings emerging for Big Data

Data storage & warehousing and database tools.
Analytics tools and applications: real-time and predictive.

Data Filtering

Vast amounts of data can be generated by sensors.
Need to filter data to that which is necessary so that systems aren’t overwhelmed.

Analytics Platform

Diversity of devices producing data from different locations needs to be configured so that the data can be leveraged
Integration with big data analytics platforms

Utilizing the Internet of Things & Big Data in a Manufacturing Company

Internet of Things (IoT)

Today’s Digital Industry 4.0 is described as the fourth industrial revolution. Industry 4.0 is expected to have a deep impact and the capability to change manufacturing, design, operations, and service of production systems and products. When implementing IoT, a company must first have a big data strategy to handle the massive amounts of data that are generated. Thus, big data and IoT are closely related and do both contribute to transforming industrial production.

Big Data Analytics

Business uses Predictive Analytics to conduct a detailed analysis of historical and real-time production data with performance rankings and key insights related to production decisions, expected quality results associated with cost/budget. It gives greater insight into the production across the entire plant network, the production output can be monitored and adjusted closely and immediately, and it can make smarter decisions regarding production schedules. Using Predictive Analytics to improve yield was important to clearly understand what data are available and which data are of relevance for future analytics.

A summary of the applications suitable to apply in the production process note that a division has been made between applications in manufacturing optimization and the ones within preventive and predictive maintenance.

Manufacturing optimization

Integrate currently collected data from the subprocesses through a big data approach
Gather additional data in the pasteurization through sensors
Real-time controls to make real-time adjustments for improved quality and resource usage
Utilize big data and IoT to collect and analyze significant amounts of data as a basis for decision making
Use IoT components to improve data collection and its accuracy
Use a big data approach to analysis to combine and analyze existing data
Identify missing data types and collect this data through the usage of IoT components
Identify the users and adapt the visualization for them

Preventive and predictive maintenance

Real-time controls to implement predictive maintenance
Integrate currently collected data types from machines to implement preventive maintenance

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Create Email Campaign – CRM

intellial — Fri, 17 May 2019 14:05:16 +0000

Create Email Campaign – CRM

An email campaign is a promotional message that you share by email. The campaign tool in Sparrow ERP lets you measure the overall performance of your collective marketing efforts easily.

The Sparrow ERP CRM tool helps you acquire, engage, and retain your customers throughout the entire journey. You can also customize a CRM interface based on your business to meet the requirements of your organization.

To Create Email Campaign in Sparrow ERP simply follow these steps

Subscriber lists

In your Sparrow ERP account, navigate to the CRM > Subscriber lists.

In the upper right, click Add new > Enter Name for your Subscriber lists > at the bottom right Click Save.

Click Add subscribers to Add your recipients > Click Save.

Mail campaigns

The purpose of our Campaign Builder is to help you work on the various parts of your campaign as you choose and to review everything before you send.

Add From Name and From Email Address

To set your from name and from email address, follow these steps.

Click Admin tools section > Company.
Enter your Name and Email address > click Save.

Next, add Mail template for the campaign

Click Mail campaigns > Choose a mail template to start with or You can simply Create your own mail template.

To create your own customized mail template, In the upper right, click Add new.
After mail template selection click Save & Next.

Define Recipients

To choose your recipients, follow these steps.

In the Define Recipients drop-down menu, choose the Subscriber lists you want to send to.

Send Mail Campaign

Now regular email is ready to schedule or send.
Click Send newsletter if you are ready to send the Mail campaign to your subscribers.

For Scheduling Your Mail Campaign, follow these steps.

Click Schedule > In the dialog box choose date and time > Click Schedule In the dialog box.

Your Email campaign is on its way!

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