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Can a CRM help Your Real Estate Business?

In the world of real estate dealings, constant offers, requirements keep pouring in. Each client has an exclusive set of specified demands and it is extremely mandatory for a real estate dealer to find a property to suit the exact needs of the client to make the best out of…

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Lawyer/Solicitor? Don’t Loose any Important Information About Your Client!

If you are a lawyer and reading this, you will surely agree with me when I say that managing piles of papers in your office is surely one of the most exhausting and without a doubt annoying task of your day. You do not enjoy it a bit and yet…

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How to use customer portal for resgitering complaints

How to use customer portal for resgitering complaints Go to your URL for example – http://xyz.cloudyogi.com/portal , Once you do so the below screen will open Use your username and password provided by the customer or CRM and login After you login below screen will open Below screenshot will let you…

Target Integration provides CRM and ERP Application Training.

CRM for HR Companies/Consultants

CRM is the tool which is used for the managing your relationship with the customers, this can be used in business to consumer or Business to corporate  environment as well. In today’s competitive business scenario, recognizing this fact is mandatory for a company’s success. To assist businesses come out with the never-ending customer demands,…

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Transferring Leads to opportunity in Vtiger / Cloud Yogi CRM

Vtiger CRM/Cloud Yogi CRM allows you to manage your leads and convert them to opportunity at a suitable time. Once a Lead is eligible and determined to be a probable sale, the Lead is converted to a customer Organization, Contact and an Opportunity. When converting a lead, vtiger  CRM creates…

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CloudYogi.com is Giving Away 20% Off on OpenERP and Vtiger Cloud Servers (Until 16th September)

Our partner site, www.cloudyogi.com is giving 20% discount to everyone buying Odoo (formerly OpenERP) cloud servers or Vtiger (formerly Vtiger as well:)) servers. To qualify you must use coupon code “1WeekMad” at the time of purchase. Hurry the offer lasts until 16th September. www.cloudyogi.com/OpenERPCloudServers www.cloudyogi.com/VtigerCRMCloudServers Related posts: CloudYogi.com Launched to…

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Wondering how to manage your annual support/service contracts?

What is a Service Contract? Service contracts are defined as the agreement which is rendered to the customer and it is negotiable, as per contract, our service support center/help desk is supposed to provide services for the decided time period. Fields where we use service contracts Service contracts can be…

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CloudYogi.com Launched to Provide Cloud Services & Support

Target Integration is proud to launch www.CloudYogi.com to provide cloud services and support to customers around the world. The services included are cloud servers for Odoo (formerly OpenERP) and vtiger CRM. Odoo (formerly OpenERP) servers are optimised for hosting Python based applications and have the option of version 7 or version 8….

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Functionalities Behind Price Books

In this blog we will be explaining the functionalities behind Price Books. Price books are required to allow provision of differentiated price lists for different customer groups. As per your requirement you can vary your selling prices to customers, based on various criteria, such as special offers, preferred customer pricing,…

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Overview: Hands On with VTiger 6 Beta

In Part One of this series, we’re going to look at the Beta version of the eagerly-waited VTiger 6, Launched in the latter half of July, VTiger 6 is currently set to have it’s full, ‘RC’ Release, in early December – but what should we expect to see? User Interface:…