How to create a lead in CRM – CRM for Education – vTiger

  • by bista-admin
  • Apr 04, 2011
  • 0
  • Category:

How to create a lead in CRM – CRM for Education – vTiger

This video gives you an overview on how a lead can be created in Education CRM and all the available features of a lead. This Education CRM is been implemented using vTiger CRM.
For more information, get in touch with us at Bista Solutions.

Bista Solutions releases ERP packaged solution for eCommerce sellers

ERP packaged solution

Bista Solutions, based in California, US,  a provider of ERP, CRM & BPM implementation services announced its ERP package for eCommerce sellers on eBay, Amazon & branded websites.

Today, eCommerce sellers are selling on multiple channels to maximise their revenue & profitability. Though there are custom applications for select channels like eBay, Amazon and various eCommerce systems like Magento, osCommerce etc; what is lacking is a consolidated system to manage all the channels and provide strong functionality for Inventory, Warehousing & Accounting all integrated into 1 system. Bista has built a packaged solution to address this need by using the popular open-source ERP – Odoo (previously known as OpenERP).

Odoo is a full-fledged, feature-rich open-source ERP with modules to manage Sales, Purchase, Inventory, Warehousing, CRM, Manufacturing, HR & Accounting. Odoo has a very modular architecture and a rich-set of 500+ modules for various industries and verticals.

Some of the salient features of this ERP-eCommerce package includes

  • Integration with Magento webstore, eBay & Amazon
  • Completely integrated with UPS, USPS & FedEx for shipping
  • Inbuilt multi-company, multicurrency features.
  • Advanced stock rules, separately customizable per store.
  • Updating of Order & Shipping status back to the eCommerce webstore.
  • All the benefits of a web-based, full-feature open-source ERP system.
  • Package includes training, support & Odoo warranty.

Bista Solutions which is an official partner of Odoo in the US, has done numerous implementations for eCommerce sellers.  After having gained a lot of experience in implementing Odoo for various eCommerce vendors, Bista designed this implementation package to roll-out an ERP system in a short time and within budget.

For more information please email sales@bistasolutions.com

UPS, USPS, FedEx integration with Odoo

integration with OpenERP

UPS, USPS, FedEx integration with Odoo (previously known as OpenERP) Steps :

The following steps explains how shipping module works with Odoo v6.0.1

Step 1 – Configuration:

All configuration setting can be done from Warehouse Management -> Configuration -> Shipping Service Management.
Feed in the data which you get from the respective site after creating a developer’s account.

UPS

USPS

FedEx

Step 2 – Shipping Address Checking:

When a sales order is created, the shipping address is validated. If not valid, then Invalid Address checkbox is checked.

With this checkbox, we can create a new filter, notify the manager, put up a notification on dashboard or send an email to concerned user.

Step 3 – Shipping Information:

In Delievery Order, new tab is added called as “Shipping Info” which keep track of shipping services.

In this tab, user can select the service whose quotes is required – UPS, FedEx, USPS or All. Also, the net weight is considered which comes from the Products page. If the weight is not specified in the master or it is incorrect, then the user can enter the weight in Package Weight field.

Step 4 – Generating Quotes :

The available options are as follows –

Once the user has selected the service to go for and all its associated parameters, he can click on “Generate Quotes”, to get the quotes

Step 5 – Getting Tracking Number :

The user then has to select the service with which the package will be shipped by clicking on Accept button. Once the button is clicked, Tracking Number is updated on Delivery Order and Sale Order.

Step 6 – Label :

On clicking Accept button, you also get the label in 2 places – (i) As an attachment; (ii) The quotes table gets replaced by field with widget=image which contains the label

Contributed by

Aasim Ansari, Project Lead, Bista Solutions

www.bistasolutions.com | sales@bistasolutions.com

“Reason for Migrating” – SAP B1 to Odoo

Customer reasons for moving from SAP B1 to Odoo (previously known as OpenERP)

The following pain points were mentioned by a customer who wanted to move from SAP B1 to Odoo

  • SAP B1 is difficult to navigate
  • It does not have strong CRM functionality in-built into the ERP
  • Any customization is charged at $200/hr
  • You can easily burn 100 hours on minor functionality. At that point for a small business it might be better to hire someone and do it manually rather than have an ERP system
  • The customer support has been pathetic. They think that for SAP they are just a number in their balance sheet and small businesses do not matter so much to SAP.
  • Integration of SAP with Mangento webstore is not that great.

The above points from the customer highlight the advantages which Odoo has compared to SAP B1

  • A very strong modular architecture which lends itself very well to customizations as per your business. You can easily make customization and have your modules integrated with Odoo modules yet be upgrade safe with newer versions of Odoo.
  • Cost effective solution, both in terms of cost of the Product, Odoo warranty, and consultation charges.
  • Integrations with Magento, eBay and others.

For more Advantages & Features of using Odoo kindly check www.bistasolutions.com

Customer reasons for moving from SAP B1 to Odoo

The following pain points were mentioned by a customer who wanted to move from SAP B1 to Odoo

  • SAP B1 is difficult to navigate
  • It does not have strong CRM functionality in-built into the ERP
  • Any customization is charged at $200/hr
  • You can easily burn 100 hours on minor functionality. At that point for a small business it might be better to hire someone and do it manually rather than have an ERP system
  • The customer support has been pathetic. They think that for SAP they are

SugarCRM Announces Enhanced Marketing Automation for Sugar Users

New Integration between Marketo and SugarCRM Creates Powerful Lead-to-Cash Solutions

CUPERTINO, Calif.–(BUSINESS WIRE)–SugarCRM, the world’s fastest growing customer relationship management (CRM) company, and its partner NEPO Systems, a leading provider of open business solutions, announced a new packaged integration between SugarCRM and Marketo, delivering a complete marketing automation solution.

“The functionality between Sugar and Marketo allows us to make informed business decisions that will continue to drive the growth of our business”

“This new solution brings the power of closed-loop marketing to organizations of all sizes,” said Matthew Cooke, chief executive officer and founder of NEPO Systems. “Companies can now more easily and cost-effectively identify and close new business, as well as gain deeper insight into the effectiveness of their marketing activities.”

“Revenue performance management (RPM) and CRM go hand-in-hand,” said Paul Albright, chief revenue officer at Marketo. “This integration lets our mutual customers create a seamless marketing and sales system to accelerate revenue growth.”

By combining the capabilities of Marketo with Sugar’s CRM functionality, users of the combined solution can turn anonymous web visitors into leads, and track and manage the conversion of leads into closed deals. Robust reporting capabilities in SugarCRM give marketing executives deeper insight into marketing performance.

“The functionality between Sugar and Marketo allows us to make informed business decisions that will continue to drive the growth of our business,” said David Stinson, director of commercial sales at Carpathia Hosting, a leading provider of complex, compliant managed hosting services for government agencies and enterprises and user of the combined solution. “Marketing is now delivering more qualified leads into sales, shortening our sales cycles and increasing the number of deals we can close.”

Read More here . .

ProcessMaker Releases Version 2.0 of its Industry Leading Open Source BPM and Open Source Workflow Management Software

The new release of ProcessMaker includes major improvements in usability, scalability, and increased support for Industry Standards such as BPMN and XPDL

Brooklyn, NY (PRWEB) March 1, 2011

Colosa, Inc, the developer of ProcessMaker open source business process management (BPM) and workflow software, has just announced the release of the much anticipated Version 2.0 of its industry leading BPM platform. The new release is available for immediate download from the ProcessMaker website and is also available as a hosted solution in the ProcessMaker Cloud.

ProcessMaker 2.0 includes a number of innovative new features designed to improve functionality and enhance the user experience. Significant improvements have been made in five key areas: 1) the user inbox experience, 2) extensible plugin architecture, 3) BPMN and XPDL compatibility, 4) document management and storage, and 5) architecture and scalability. Additionally, Colosa has announced a series of new Enterprise Subscription plans designed for organizations looking for enterprise grade functionality, Add-ons, and support services for their ProcessMaker implementations. Here are some of the highlights of the version 2.0 release:

1. User Inbox – Redesigned to permit total skinability for OEM environments and also now has a drag and drop inbox designer to allow users to create custom data views directly inside their inboxes.

2. Extensible Plugin Architecture – Improved plugin architecture now allows users to deploy plugins with point and click simplicity to extend the functionality of ProcessMaker.

3. BPMN and XPDL – Users can now import XPDL process diagrams and also design process maps in a drag and drop BPMN process editor (Beta Release).

4. DMS – ProcessMaker now includes a fully functional DMS for document storage and document management (however, users can still opt to use an existing or preferred DMS).

5. Architecture and Scalability – ProcessMaker now runs on PHP 5.3 and improvements have been made for improved scalability so that there is no performance degradation in deployments with extra-large case loads.

Read Full Story

Gartner: More than half of IT organizations deploy open-source software

By Joe Wilcox, Betanews
Uh-oh, Microsoft, perhaps it’s time for a new “Get the Facts” campaign. You told the world that open-source software really wasn’t cheaper or as easy to manage as commercial products. Well, only about half of IT organizations believed you.Today, Gartner released findings that more than one-half of IT organizations use open-source software, based on a survey of 547 IT organizations from 11 countries. To my surprise, the survey data isn’t exactly fresh, having been conducted in July and August 2010. Well, it’s not like most companies change platforms very often, so perhaps six months is fresh enough. Gartner refers to open-source software as OSS.My, how times have changed. Less than 10 percent of IT organizations used open-source software five years ago. The number rose to 30 percent three-and-a-half years ago. Gartner noted a proportional drop in commercial software usage, which surely is no coincidence. Most organizations now use commercial and open-source software side by side, particularly for homegrown projects.What Gartner didn’t say but I will: This presents a problem for enterprise software vendors like Microsoft. The company pushes products like Office System and SharePoint Server as platforms around which IT can develop internal software. During Microsoft’s fiscal 2011 second quarter, the Business division delivered handsome results, with revenue up 24 percent buoyed by strong Office 2010 sales. However, the division’s non-annuity revenue grew by 40 percent compared to just 9 percent growth for annuity contracts. Businesses purchasing this way are least likely to upgrade to the next Office version or even the one after. The break-even point between a one-off sale and annuity license is 3.5 years. Presumably then, many IT organizations aren’t planning on upgrading from Office 2010 any sooner than 3.5 years, and more likely longer.

Read More . . .

Open Source Migration by Cuba

We reported this story of that Cuba will be migrating to Open source software http://www.bistasolutions.com/resources/blogs/migration-to-free-and-open-source-software/ in one of our blog posting and recently we got to know . . that

More than 8,000 computers at the University of Computer Sciences (UCI) will be migrating to GNU/Linux open-source platforms, according to Abel Firvida, who is heading the open-source software project there.

The school will be the first in the country to migrate to open-source software for such a large number of computers, Firvida told Prensa Latina, after presenting NOVA 3.0, an operating system compatible with the Ubuntu community, the largest in the world.

That compatibility provides the school with a network of support on the Internet, creating a larger community, he said, adding that UCI’s migration to the new software would begin next week.

Firvida lauded an agreement with the Cuban software factory that will make it possible to use the NOVA operating system and Windows in computers assembled in Cuba, easing the transition to the open-source platform.