Given
 how many people the average brand interacts with nowadays, it’s no 
surprise that so many have come to rely on customer relationship 
management platforms. By organizing your business’s relationships and 
interactions with both clients and potential clients, you keep people 
happy. By keeping people satisfied, you grow your brand image.
Pretty self-explanatory, right?
In
 this modern era, there are plenty of CRM solutions on the web – the 
market is a lot like that for content management systems, in that 
regard.
As
 per my own experience, one of the best choices you can make is Oro. 
With a 360 degree view that integrates every step of the customer 
journey, the ability to build geographically-targeted campaigns, and 
superior data organization, it’ll likely prove invaluable in your 
business’s day-to-day.
Unlike
 any other platform, OroCRM can be made immensely more effective and 
efficient if you know what you’re doing with it. That’s what we’re here 
to talk about today.
Here are a few tips and tricks you probably weren’t aware of on the platform – use them to build a better brand.
1) Control your Workflow
Last
 but not least, OroCRM allows employees or workers to keep track of 
their regular activities through a built-in Kanban board. Workers can 
manage their workflows, keep track of communications between themselves,
 colleagues, and clients, and add remarks to projects and entries within
 the app.
You
 can also assign tasks to individual users to help keep them on track 
with their duty, organizing those tasks by priority and managing them 
from start to finish.
Using
 this functionality, you can be 100% sure that your support 
professionals are more efficient and organized. And that, in turn, will 
better-equip them to keep your customers happy – and keep them coming 
back.
2) Customize it via Symfony
Perhaps the biggest benefit of OroCRM
 is that it is built on the Symfony 2 Framework, and it’s completely 
open-source and follows that framework’s standards. Now can you see 
where I’m going with this? If you familiarize yourself with JavaScript 
and PHP, the world’s your oyster here.
Of
 course, it’s worth mentioning that OroCRM has a pretty well-populated 
marketplace of extensions as well before you go reinventing the wheel. 
Have a look to find out if someone’s already coded what you’re trying. 
There is no sense in wasting a ton of effort?
3) Manage your inventory
A 
CRM platform isn’t exactly the first thing you’d think of if one was to 
mention warehousing. Here’s the thing, though – OroCRM has a sister app 
called OroCommerce.
Not surprisingly, these two platforms are capable of having close integration with one another.
That
 means that with just a few minor tweaks, you can manage both your 
product stores and customers via a single dashboard – keeping both your 
customer relationships and inventory that much healthier in the process.

 
 
 
 
No comments:
Post a Comment