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SuiteCRM Popularity and Quick Facts (info-graphics)
Much has been said about opensource solutions and how small business can leverage them to their advantage. When it comes to customer relationship management software, SuiteCRM is one such platform...
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Real Estate Market statistics and influence of technology
Real estate is one of the industry verticals where the workforce has tremendous workload. This is partly attributed to the fact that various social-economic parameters sharply impact the demand levels...
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Integrating SAP using .NET Connector 3.0 (NCO)
This article explains that how we can connect third party applications with SAP using .NET connector (NCO). This is crucial in today’s world as system landscape consist of heterogeneous applications....
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Creating a Graphic Field within Salesforce
Salesforce has a feature which allows us to display images on page layout called Graphic field. A Graphic field allows users to have a visual representation and help them take the suitable action. Let...
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Simple tutorial on how to create customer master data in SAP
In SAP, we can maintain different materials under different categories. In order to place an order for these materials, there should be some customers. We can maintain customer’s information in SAP....
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Salesforce Trigger for beginners | example explained step by step
Salesforce provides ‘Cross Object Formulae’ to get data from the master record and use it in a master-detail record. Here my requirement is to update a field in a master record when there is a change...
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Salesforce integration using REST API – Explained step by step
In this article, we are going to see the step-by-step procedure on how to connect to Salesforce using Postman for performing integration tests. The tutorial is fairly elaborate and contains, details on...
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Tutorial on SugarCRM Advanced Workflow
Workflow is a series of actions that are necessary to complete a particular task. Every business involves a set of processes in which there would be repetitive activities on daily basis and each...
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Credit Management within SAP SD Explained
Credit management is defined as a risk mitigation process in which company sells a product(s) to a customer but collect money from the customer after a certain time. Based on market research and...
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Real Estate Property and Listing Management Using SuiteCRM
Real estate is a business which involves the process of selling/buying properties. A real estate agent help people rent / buy / sell properties in an easier manner. They always strive to provide better...
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How to execute Picking, Packing and Post Goods Issue in SAP
In general, a customer places an order for a particular product(s). After confirming the order for availability, there are specific steps to execute the delivery process. The sub-steps of this process...
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How to create a workflow in Salesforce
Workflow is one of the most powerful tools available in Salesforce. It helps to automate various business processes. Workflow allows you to Update a filed, Create a task, send an Email-Alert and...
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Real Estate CRM managing Enquiries efficiently
Thanks for reading this series on best practices on real estate CRM. We hope that you enjoyed our previous article in this series on how to manage listings and properties within a CRM solution. Serious...
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How to Configure Material Master Data in SAP
Material master is one of the basic elements to be able to run order to cash and procure to pay functions within SAP. Though materials are usually loaded using LSMW at the time of cut-over, in this...
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Reports and Dashboard for Real estate CRM
Reports and dashboard management plays an important role in any business environment. In this article, we are going to explain how a real estate agent can benefit from reports and dashboards. Before we...
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Syncing of Target Lists in Mailchimp with CRM
Many companies have started to realize the importance of marketing automation. MailChimp is one of the most powerful tool which can help you send the right message to the right prospect and the right...
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Matching and Duplicate Rules in Salesforce
As you all know, organizations use customer relationship management applications to increase their productivity and efficiency. This is true as long as you can maintain the quality of data within the...
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Managing Property Showings and Real Estate Agent Activities
Activity management is the process of maintaining and managing the work done by the employee to track the progress of the work. In every company, it is important to manage the activities scheduled with...
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Contracts Management of Real estate using SuiteCRM
A contract is a legal agreement between two or more people or parties where both parties agree to sell / buy a product or provide a service at a predetermined price/commission, before specified closing...
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How to write validation rules with V-Lookup in Salesforce
In this article, we will explore the V lookup function within Salesforce. The first thing which comes to one’s mind on hearing this term is MS-Excel, in which Vlookup is a function that returns a value...
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