CRM Makes Shipping Simple – USPS integration with SuiteCRM

USPS Integration with CRM

The world is moving with high speed in terms of businesses, for growth and prosperity every business required their products and packages to be sent more quickly to target destination. Gone are the days when consumer could wait long to receive their products and orders. Today’s companies are being reliable on courier service providers in order to outsource their consignment delivery as soon as possible.

The demand of receiving products and packages by customers, within a day or two is now normal from most of the globalized country of the world. No matters how quickly you manufactured a product, if delivery is not on time all your efforts would become inefficient. Therefore the role of Shipping is quite essential for smooth functioning of business.

USPS integration with CRM gives value to customers by providing online tracking facilities, order management, shipping, and logistics tracking for all products and services to ensure package reach the wrong hands as early as possible. It facilitates identification codes so that the customers stay assured that the product would safely reach the target destination.

USPS Shipping Integration

Busy professionals deal with a lot of information. Data organization and data collection is an important element as per the business requirements. With their hectic schedules the professionals tend to be erroneous while updating their shipping information such as updating addresses and primary information. And these errors will cost a bomb in terms of marketing dollars for both company and customers losing their important consignment or delaying it for a reason that it does not reaches the target destination.

Resolution on this is the CRM integrated USPS solution (United States Postal Service). That allows businesses to manage all their shipping needs within single system. Solution is designed in a way to create a process that fired on the creation of a lead record in SuiteCRM and determined if the address entered was actually valid. By utilizing the USPS API Web Tools web service, it’s a custom plug-in to automatically test the validity of the lead address against what the US postal service had in their database.

If your business uses the United States Postal Service (USPS) for shipping, this plugin enables you to manage the entire process and seamlessly integrate between SuiteCRM and USPS to reduces the time you'll spend on manual processes such as printing labels and manifest forms—including USPS SCAN forms—and reduces the risk of shipping errors that affect customer satisfaction.

With this packaged integration, there's no need to manage and manually exchange data between separate order management, logistics tracking, shipping and customer service systems. Instead, you can quickly retrieve real-time rates, complete sales orders, print labels and track orders—all from within the FyNSiS CRM. 

Key Highlights of USPS integration with SuiteCRM

·         Automate Your Fulfillment Processes

·         Get Complete Visibility into Shipping and Delivery

·         Improve Customer Satisfaction with Self Service

SuiteCRM USPS Integration reduces internal bottle-necks of information by directly linking related tracking numbers to orders, invoices and customer account records. It will trim shipping costs by leveraging full shipment cost analysis with shipping integration “actual cost” tracking that ensures your shipping fees are highly competitive. CRM integration with USPS will minimize double entry with behind the scenes USPS API that eliminates redundant tasks like daily order processing, manual label printing and shipping rate estimations. SuiteCRM integration with USPS increases customer happiness.

Features and Benefits

• Print postage-paid USPS shipping labels
• Generate tracking numbers
• Track package status
• Support a multi-step fulfillment process
• Save tracking numbers automatically back to sales order and invoice
• Calculate shipping rates for international shipments originating in the U.S.
• Add handling fees seamlessly to cover your labor and packaging costs.

SuiteCRM provides reliable, scalable and cost effective methods for integrating with third-party systems to streamline business processes. Web service API REST or SOAP APIs. It takes the complexity out of platform connectivity and application integration. Web service let us achieve interoperability between platforms and exposes the functionality and data of applications in order to be excesses by any service user. FyNSiS is SuiteCRM Code and Integration partner with complete command over the SuiteCRM framework and SOAP/REST API to seamlessly integrate SuiteCRM with any other application easily.

SuiteCRM Integration with your key business application to automate and streamline your business operations. SuiteCRM integration with various business applications such as SuiteCRM PayPal payment gateway integration, SuiteCRM Chat Tool integration, Asterisk integration, SuiteCRM LOB.com integration and SuiteCRM OpenCart integration can be downloaded from SuiteCRM integration plug-in main page. These connectors are ready to use, easy to deploy and most favoured Enterprise application integration

Have a great day!

Fynsis Softlabs Pvt Ltd.
www.fynsis.com

sales@fynsis.com

CRM Data Migration

Customer Relationship Management is the system with which a company manages its communications with current, past and future customers. This needs synchronization across multiple platforms, such as technical support, marketing, sales, and customer service. This demands data's to be present in a way that is user-friendly and accessible.

CRM data migration is possible only if data is organized in structured manner and stored in a single place and common format. It requires understanding of how the business model of the company has evolved over a period of time. This data is usually stored in Microsoft Excel or Database.

CRM data immigration is the core SuiteCRM implementation task before the system GoLive.

Below are the Steps to ensure seamless CRM data migration:

1. Organize CRM data based on property and relations.
   Eg., meta data information related to the finance department and their contact information.
   
   
   
   
2. Duplicate records merging/removal
   Retrieval of CRM data from various sources might result in data being duplicated. This necessitates that duplicate records are either merged or removed so that only latest and up-to-date records are stored. This step requires careful analysis and extensive experience to identify relevant and important data.
   
   
   
   
3. Categorization and application of filters
   Some values may have different names but the same meaning. During data migration, categorization and filtering becomes easier when values which mean the same, but have different names, are made uniform.
   
   
   For example, an attribute called “Industry” might have values for users that have different names across multiple records, but which mean the same thing. So while one record might list “information technology” as a value, another record might list “IT” or “info tech” as values. These have to be recognized as one and unified in order to make categorization and filtering more accurate and precise.
   
   
   
   
4. Hierarchy of data
   This is how the data is organized and how each data relates to the other. This determines how user views the data and its relationship to one another.

5. Choosing a CRM migration tool
   CRM data can be imported in either CSV/Excel format or another format. There are third party tools that offer CRM migration from any source to any destination. When choosing a suitable CRM migration tool, factors such as the nature of the data and capability of the tool have to be taken into consideration.
   
   
   
   
6. User Acceptance Testing (UAT) and testing
   The last and final step in CRM data migration process is QA check and UAT. This is to confirm that there is no disparity of information or loss of data. 
   
   

Once these steps are completed, CRM data migration process is done, making the system GoLive is best recommended from here.

SuiteCRM is SugarCRM supercharged. It's SugarCRM Community Edition with Products, Quotes, Contracts, Projects, Reporting, Teams, Workflow, Portal, Maps, Events, greatly improved Cases and enhanced Search. It's completely open source and free to download.

We think it's already as good as Salesforce and Microsoft Dynamics. Our long-term ambition is to make SuiteCRM the most used and most useful CRM globally. SuiteCRM will always be open source - forever.

You can download SuiteCRM and deploy to your own servers or register online for SuiteCRM Demo

Legal CRM significantly reduces cost and increase profitability for legal professionals

Legal digitalization or paperless law firm is the dream for legal professionals. Data structuring and data gathering is a daily task, legal professionals drive hard to survive and reach the peak of growing economy. Legal CRM is designed with the main objective to associate relevant client data in structured manner and benefits legal professional to achieve the highest level of client satisfaction, generate recurring orders and more referrals business

CRM stands for Client Relationship Management that combines people, processes and technology to help build and maintain strong customer relationships. Ultimate goal of CRM is customer satisfaction if you have contented clientele; it’s likely to re-engage them in repeat business in some form.

Information access on fingertips helps serving clients better and provides means for gathering internal business intelligence. Legal CRM for lawyers, attorneys, and law firms will facilitate easy communication with current and future clients by enabling collaboration amongst team members and overall increases cross-functional department efficacy.

Significance of Legal CRM

If lawyers can better manage client relationships and associated information, they’ll benefit from happier customers, repeat business, and referrals. Legal CRM Software is aimed for single goal; making lawyer’s hectic day easier so they shall focus on productive tasks that overall increases firms performance and profitability. On a single platform entire staff and legal practitioners can effectively manage all their activities in web-based CRM designed only for Lawyers, attorneys and Law Firms.

Having a dashboard view of current case load as well as ability to see historical information quickly can make the big difference on productivity levels. It takes just a few keystrokes and a matter of drag and drop to continually keep your dashboard current and those few keystrokes shall result in an exponential amount of streamlining.

Legal CRM Elements

Besides the basics – like case management, contacts organizing, time entries, billing, invoices and activity scheduling; a good legal CRM should include additional modules such as Intellectual Property Management, Campaigns Management, Marketing Automation and Advanced Reporting.

A customer portal and web interface along with mobile access for both lawyer and clients will be most powerful, integration with Outlook for emails and calendar for activity planning is a must. A manual legal CRM consist of papers in manilla folders in boxes on shelves in a large warehouse area. An automated system keeps all the information – plus more in a organized database on cloud or private server which is accessed anytime, anywhere.