YetiForce
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YetiForce CRM is open source software that helps to manage relations with customers and supports the implementation of the most important processes in a company.
21/12/2020
The end of the year favors various types of summaries 🗓️
In one of them that was prepared by sprawny.marketing (one of the leading marketing services in Poland 🎯) YetiForce CRM was placed among 14 recommended marketing tools in the "Sales and customer service" category 💰👩💻👨💻
It’s another honorable mention for our software 🏅 and again proves the fact that it is a powerful solution that facilitates the processes in a company 🚀 in the areas of marketing, sales, and customer service.
Check out what kind of benefits can the deployment of YetiForce CRM bring to your business 😉
https://sprawnymarketing.pl/blog/przydatne-narzedzia-marketingowe/ -66-yetiforce-crm
(The content is in Polish, so you need to use the translation tools.)
In many companies, the number of Leads and Accounts that are stored in the CRM system is counted in hundreds or thousands of records 📜 Due to various matters or hectic everyday schedules 🗓️, it often happens that a given Account is added to the system at least twice 🤭
In these situations, it is a good idea to maintain proper database hygiene 🗂️ by merging the same records into one 🖇️📎 Fortunately, YetiForce CRM can easily deal with these types of challenges 😀
In today’s video from the series 📹, we present an example of searching for records in the "Accounts" module 🔎 that have the same data (e.g. email address) and then merge them to receive complete information about a given Account 😉
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W wielu firmach liczba leadów oraz kontrahentów, które są zapisane w CRM-ie, jest liczona w setkach lub tysiącach rekordów 📜 Ze względu na różnego rodzaju kwestie organizacyjne lub natłok codziennych obowiązków 🗓️, dość często przytrafia się, że dany kontrahent jest dodany w systemie co najmniej dwa razy 🤭
W takich sytuacjach warto zadbać o właściwą higienę bazy danych 🗂️, łącząc te same rekordy w jeden 🖇️📎 Na szczęście YetiForce CRM potrafi w łatwy sposób uporać się z tego typu wyzwaniami 😀
W dzisiejszym filmie z cyklu 📹 - na przykładzie modułu “Kontrahenci” - przedstawiamy, jak wyszukać rekordy 🔎, które mają takie same dane (np. adres e-mail), a następnie połączyć je, by zachować pełne informacje na temat danego kontrahenta 😉
12/05/2020
Today we are presenting an interesting fact for users whose Accounts are mainly private individuals 👩💼👨💼
In the next version of YetiForce CRM, we are going to implement a new solution that will be available during creating Accounts 🤝 After selecting a "Private individual" in the "Legal form" field, additional fields for name and surname 📋 will display below. In case of selecting other legal forms dedicated to companies 🏢, in the "Account name" field, it will be possible to enter the company’s name.
It appears to be a small change but usually minor details make using the YetiForce CRM system more user friendly 👩💻👨💻 Is that true❓😉
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| Poniedziałek | 08:00 - 16:00 |
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| Środa | 08:00 - 16:00 |
| Czwartek | 08:00 - 16:00 |
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