care@techboterp.com   sales@techboterp.com
Hotline No. +971 54 306 2366   |   +971 54 306 8601
Book A Free Demo
CRM Tag
Home Posts Tagged "CRM"
ERPOdoo

How to start a software company in Dubai

The growing and expanding trend of the software industry and the increasing need of automation and flawless work in every field such as digital services and for many others – starting a software company is now more advantageous than ever. 

The software business in Dubai is booming, thanks to its tech-savvy populace and strong internet penetration rates. Furthermore, federal and municipal government backing encourages the general rise of software firms in Dubai.

Software Company Setup in Dubai may generate a lot of wealth because it is a long-term business option for today’s generation. 

The first and most crucial question that comes to mind is how to start a software firm in Dubai. Worry no more if you are having difficulty establishing a software company in Dubai or obtaining a software company licence in Dubai. 

As you read on, you will come across all of the information you need to start a software firm in Dubai.

How to start a software business in Dubai - steps/procedure

People enter this business after having most of the experience in this field. However, it is essential to have the proper details on how to register for the business and for that effective research is required.

Hence, this blog will present the step-by-step process so you won’t be stuck anywhere. 

Read further to know what are the things required to start a software company in Dubai.

1. Choosing an Appropriate Location

The mainland region and free zone area are the two different types of business areas accessible in Dubai.

Where can I start a software company in dubai as per infrastructure and audience – is a common question that you may have asked yourself.

Here’s our answer for you.

  1. Dubai Internet City
  2. Dubai Techno Park
  3. Dubai Knowledge Village
  4. Dubai Media City
  5. Dubai Silicon Oasis 

These are the few popular areas for setting up a software company in Dubai.

2. Register Your Business Name

Now that you are fully aware of the locations where you can set up your business in Dubai, let us look at the next important step.

Registration of your software company is an essential criteria. Register a legal trade name for your firm with the Dubai government.

Furthermore, the trade name must adhere to the norms and regulations imposed by Dubai’s Department of Economic Development.

Please take a note that there should be no racial slurs in the trade name. It should not target any community, caste, religion, or disrespect someone in any way.

3. Documentation

The next step is to understand and collect the documents needed for the business.

So, the question now is – What are the documents required to start a software company in Dubai ?

The list of required documents for setting up a software company depends on the type of your company (as sole proprietor or partnership). 

To ease your research process, we have mentioned all the required documents below:

  1. Application form
  2. NOC for any non-native partners
  3. Partnership agreements for more than one partner
  4. Entry stamp or Visa page
  5. Passport size photograph
  6. Passport copy of the shareholders
4. Lack of Change Management

The sort of permit you require is decided by the activities you intend to organise in your firm. 

In Dubai, the Department of Economic Development manages and distributes the software company licence. 

In the UAE, software businesses can apply for a professional licence that allows for 100% foreign ownership as well as solitary ownership. 

Software company licence is required in Dubai in order to complete the process to start your business. The UAE government checks on every commercial activity taking place in Dubai carefully. Getting a commercial licence for your software company in Dubai is a crucial necessity to complete legalisation of your company. 

So, how to get a Software development business licence in Dubai, UAE?

Simply follow the steps outlined below to obtain a software company licence in Dubai.

Step 1: Give your company a name.

Step 2: Submit documentation of identification and residency for all shareholders and owners involved.

Step 3: Incorporate your business.

Step 4: Determine where you want to set up your office or building 

Step 5: After completing all of the preceding stages, a licence will be granted by the Dubai Department of Economic Development.

Step 6 Open a current account with a legally recognised UAE bank.

5. Finance

Planning the cost of starting a software company in Dubai is the most crucial part. But if you are starting your company from scratch, it is not possible to provide a single figure for starting a software company in Dubai because of the variety of factors involved.

How much finance is required to start a software company in Dubai, UAE?

Although, it is possible to estimate a rough budget. 

If you are simply starting the business as a sole proprietorship and launching in a free zone, the initial setup cost is likely to be around 16 to 22,000 AED, with an annual renewal fee.

Still, keep in mind that there will be many other costs apart from simply doing company registration and necessary application fees. These may include things such as:

  1. Domain and hosting cost

  2. Initial marketing costs

  3. Business registration cost

  4. Consultation costs

  5. Security deposits on office space

  6. Company’s new current account with some deposits

  7. ERP for yourself and your employees

  8. Utility costs such as wifi, lighting and so on

  9. Budget  for various types of software you may require

  10.  Savings to pay your employees until you begin to make profit.

6. Visa

Carrying an employment visa as well as a residency visa is made mandatory by the government of the UAE for all business owners in Dubai. Several documents, along with a fitness test report, are needed for the approval of your visa in the UAE.

What are required documents for residency visa in Dubai 2022 ?

The criteria is very important to be eligible for residence visa in Dubai. Below mentioned are the required documents to get the residence visa.

  1. A current passport
  2. Two passport-sized photographs, in accordance with UAE visa photo criteria
  3. The UAE Visa application form, which may be accessed online or in a typing centre
  4. A visa for entrance
  5. Exam Proof of Medical fitness 
  6. A Proof of your sponsor’s UAE citizenship/legal residency
What resources do you need to start a software company in Dubai?
ERP

The best ERP software in the UAE that is tailored to all of your demands has the ability to revolutionise your company. It can help your business like no other, saving you time and money.

There are numerous ERP options on the market, but choosing the right one for your company is crucial because it has a direct impact on its expansion and profitability. ERP helps a business in the following ways –

  • A one-stop shop for business process automation and productivity improvement.
  • Run a business using lightning-fast, accurate information from anywhere in the world.
  • Assist organisations in building unique, role-based dashboards that connect to a variety of information systems, portals, and BI tools.
  • Based on past data and current patterns, help forecast trends.

Techbot ERP solution makes sure that every aspect of your organisation is integrated, from collecting customer orders to controlling the supply chain, costs, and budget.

We collaborate with local and international clients to recognise and address their challenging operational, organisational, and business issues. Our ERP solution assists business owners in successfully and resourcefully managing their enterprises.

IT Product Supply and Services

Techbot is the top IT solution provider in Dubai when it comes to helping you get the outcomes you want faster.

Backup Solution

Our reliable and economical solution ensures that your data is backed up safely.

Cloud Solution

We provide a quick and optimal cloud solution for your company to have a significant edge over competitors.

Network Security

Our finest security solutions make sure that your data is protected and your business is safe.

IT Support

Techbot’s IT Support services will help you in handling and managing your business with ease in the following manner –

Data Restoration

Make certain that your data was successfully retrieved and was usable.

IT AMC Service

We provide technical support for maintaining telecom and IT infrastructure.

Remote Support 

We offer remote site help for hardware updates, network configuration, and other issues.

Business Relocation

We provide assistance in moving IT infrastructure to maintain corporate operations.

Desktop Support

We offer assistance with any system-related problems for users.

 

We hope you now have the required information and a clear idea on how to start a software business in Dubai. 

If you are thinking to start a company a Dubai, what exact solution are you looking for?

Contact Us today and we will be glad to answer.

FAQ
Do I require a “No Objection Certificate” for incorporating a software company in Dubai?

The most important requirement for a working employee to set up their business in Dubai is to get an NOC form the employer. So, it ensures that they don’t have any issues regarding your new company.

Which licence is to be issued for setting up a software business in dubai?

A commercial or professional licence, as well as other specific permissions issued by the Ministry of Communication and Information Technology, are necessary for the foundation of such a firm. The professional licence is provided by Dubai’s Department of Economic Development (DED).

Is it necessary for all software companies in Dubai to register for VAT?

If your new or existing business is crossing the threshold of annual turnover, it gets mandatory to register for VAT.

Where are the Free zones to set up a software company in Dubai?

Dubai is a worldwide city and the major business location in the Middle East. Because of its location as a port city, it is also an international tourism and transit centre. UAE Free Zones provides consultancy services that provide clear direction and help to clever investors looking to establish onshore or offshore enterprises in the UAE.

Read More
Dev July 30, 2022 0 Comments
ERPOdoo

Top 11 Reasons Why Odoo ERP Implementations Fail

Odoo ERP is a comprehensive suite of business applications. It covers all aspects of an organisation’s operations, from CRM and accounting to warehousing and manufacturing.
However, as with any complex software system, there is always the potential for problems during implementation.
In this blog post, we will take a look at 11 of the most common reasons why ERP implementations fail.  Also, how to avoid these issues in your own project.
11 Reasons Why Odoo ERP Implementations Fail
Have you ever wondered what percentage of ERP implementations fail? 
Surprisingly, the stacks are shocking. It completely depends on your understanding of the correct use of it. Some ERP failure examples include,
1. Lack of an Implementation Plan
One of the most common causes of failure is the lack of a clear and concise implementation plan. 
Without a plan, it is difficult to know what needs to be done and when. It can lead to tasks being completed out of order or not at all.
Furthermore, a plan provides a roadmap for the entire implementation process and can help to keep everyone on track.
2. Lack of Executive Support
Another major reason why ERP implementations fail is because of a lack of executive support.
In order for an implementation to be successful, upper management must be fully committed to the project and invested in its success. 
Without this support, it will be difficult to get buy-in from other stakeholders and secure the necessary resources.
3. Lack of User Adoption
Odoo ERP systems implementation failures are often unsuccessful because users fail to adopt them. This might be due to a variety of circumstances, including –

  • A lack of training 
  • A poor user interface
In order for users to be able to fully utilise the system. It is important that they are properly trained and that the system is easy to use.
4. Lack of Change Management
A common cause why Odoo ERP implementations fail is because of a lack of change management.
Change management is the process of planning, implementing, and monitoring changes to an organisation.
It is essential to have a solid change management strategy in place. To ensure that all stakeholders support the changes and that the implementation process runs smoothly.
5. Doing It In The First Place
Many companies consider implementing ERP software, especially when they experience changes in their structure.
These decisions should be carefully considered because a rushed implementation could cause chaos.
The company needs to determine whether they really need the new changes and if the old software has flaws that can be solved with a simple tune-up.
6. Lack of Functional Requirements
Another reason why Odoo ERP implementations fail is because of a lack of functional requirements.
Functional requirements are those that outline what the system should do in order to meet the needs of the organisation.
Without these requirements, it can be difficult to determine how the system should be configured and which features should be included.
7. Lack of Technical Resources
The failure of Odoo ERP Systems is caused as organisations don’t have enough technical resources to properly implement and support them.
This might involve issues such as not having enough employees to support the system. Otherwise, insufficient funds to acquire the essential gear and software.
In order to be successful, it is important to make sure that there are adequate resources in place. Prior to starting the installation procedure.
8. Lack of Destination
Controlling the ERP is more difficult if the company goals and the expected or intended outcome are not understood.
When implementing a new ERP system, it is important to gain a clear understanding of what you are working towards.
9. Lack of Testing
Odoo ERP systems are often unsuccessful because they have not been adequately tested prior to being implemented.
Testing is essential in order to ensure that the system works as intended and that there are no bugs or errors.
Without proper testing, it is possible for the system to fail when it goes live. As a result, consumers may become extremely frustrated.
10. Lack of Training
One of the primary reasons why Odoo ERP installations fail is a lack of effective user training.
Users must be thoroughly taught on all of the system’s capabilities and operations in order to effectively utilise it.
Without this training, they will likely not be able to use the system effectively and may become frustrated with it.
11. Poor Project Management
Poor project management is another common cause of Odoo ERP implementations failing.
Project management is the process of planning, organising, and controlling the resources and tasks necessary to complete a project.
A robust project management strategy is essential for ensuring that the implementation process runs smoothly.
Without proper project management, it is likely that the implementation will fail.
Conclusion
There are a number of reasons for ERP implementations failure. 
 A lack of change management, excessive implementation costs, and a lack of functional needs are some of the most typical reasons.
To improve your chances of success, thoroughly analyse all of these aspects before commencing the implementation process.
We believe that the examples of ERP failures provided above will assist you in focusing on the many flaws of installations. 
You can contact us if you have any questions about your ERP implementation consultation or services. 
If you are looking for the best ERP implementation services in the UAE, feel free to connect with Techboterp to book your free consultation.
What other reasons do you think can cause Odoo ERP implementations to fail? Leave a comment below.
FAQ
What percentage of ERP implementations fail?
ERP implementations have a high failure rate, with estimates ranging from 50% to 75%. While the exact percentage is unknown, it’s clear that ERP implementations fail more often than they succeed.
What is an ERP failure?
ERP failure may be classified in a number of ways. It is typically characterised as a project that fails to meet its goals. Sometimes, the budget is significantly exceeded. In some cases, an ERP system may be fully implemented but never used due to user resistance or other factors.

Read More
Dev June 17, 2022 1 Comment
ERPOdoo

HRMS – Everything you need to know about Human Resources Management Systems available in Odoo

Odoo is a comprehensive suite of business applications that includes modules for human resources management (HRM). The Odoo HR module is designed to streamline and automate all aspects of HR management, from tracking employee attendance and leave to managing payroll and benefits. In this blog post, you will learn all the fundamentals of HRMS in Odoo.
What is Odoo?
Odoo is an open source business software package that includes CRM, eCommerce, accounting, inventory, point of sale, project management, and more. Odoo apps work seamlessly together, allowing you to completely automate your company activities.
Odoo’s unique selling point is that it is both simple to use and completely integrated.
What is an HRMS?
A human resources management system (HRMS) is a software application that combines all the important elements of HR management, including employee records, time and attendance tracking, payroll, and benefits administration. By automating these HR processes, an HRMS can save businesses time and money while improving the accuracy and efficiency of HR operations.
Why use an HRMS?
There are many reasons why you would want to use an HRMS for your business. Here are just a few:

  • To save time: An HRMS can automate many of the time-consuming tasks associated with HR management, such as tracking employee attendance, leave, and payroll. This frees up HR staff to focus on more strategic tasks.
  • To improve accuracy: By automating HR processes, an HRMS can help to reduce errors and improve the accuracy of data.
  • To reduce costs: An HRMS can help to reduce the costs associated with HR management, such as the cost of paper records and the time spent on manual tasks.
  • To improve employee satisfaction: By providing employees with self-service access to their HR data, an HRMS can improve employee satisfaction by making it easier for them to find the information they need.
  • To improve compliance: An HRMS can help your business to comply with government regulations, such as those relating to employee records and payroll taxes.

What is HRIS?
HRIS stands for human resources information system. An HRIS is a software application that helps businesses to manage their HR data, including employee records, time and attendance tracking, payroll, and benefits administration. By automating these HR processes, an HRIS can save businesses time and money while improving the accuracy and efficiency of HR operations.
HRIS vs HRMS: Difference
The main difference between HRIS and HRMS is that an HRIS is primarily focused on storing and managing HR data, while an HRMS is focused on automating HR processes. However, both systems can help businesses to save time and money while improving the accuracy and efficiency of their HR operations.
Here are some other key differences between HRIS and HRMS:
1. Functionality:
An HRIS typically has more limited functionality than an HRMS. While an HRIS may provide some basic automation of HR processes, an HRMS is designed to automate all aspects of HR management.
2. Cost:
An HRIS is usually less expensive than an HRMS. This is because an HRIS typically has less functionality than an HRMS and is therefore less complex.
3. Deployment:
 An HRIS can be deployed either on-premise or in the cloud, while an HRMS is usually deployed in the cloud.
4. Integration:
 An HRIS can be more difficult to integrate with other business systems than an HRMS. This is because an HRIS typically has less functionality than an HRMS and is therefore less flexible.
Odoo HR module
Odoo’s HR module is a complete HR management system that covers all aspects of HR management, from employee records to payroll and benefits administration. HRMS Odoo module is designed to save businesses time and money while improving the accuracy and efficiency of their HR operations.
The Odoo HR module includes the following features:

Employee Records:
The employee records feature in Odoo HRMS allows you to store and manage all your employee data in one place. This includes personal information, contact details, employment history, and more.
Recruitment:
The recruitment feature in Odoo allows you to post job openings, track applications, and manage the hiring process. Set up a job board, publicise your job openings, and keep track of applications received with ease. Maintain a database of skills and profiles, complete with indexed documents, for each candidate.
There’s no need to outsource your recruiting; keep things simple and professional in-house.
Time and Attendance Tracking:
The time and attendance tracking feature in Odoo allows you to track employee clock-in and clock-out times, as well as their leave and absence. This data can be used to generate reports on employee productivity and to calculate payroll.
Time Off:
The time off feature in Odoo allows you to manage employee leave and absence. This includes vacation, sick leave, and other types of time off.
Payroll:
The payroll feature in Odoo allows you to automate the process of calculating and paying employee salaries. This includes tax deductions, bonuses, and other allowances.
Appraisals:
Create the appropriate survey to get responses from your staff. Make your own templates or use ones that are already available. Manage a variety of assessments, including bottom-up, top-down, self-evaluations, and the manager’s final evaluation. Allow employees to construct their own assessments and submit them to subordinates, juniors, and bosses.
Referral Program:
The referral program feature in Odoo allows you to track and manage employee referrals. This includes tracking referral sources, referral bonuses, and referred candidates.
Benefits Administration: The benefits administration feature in Odoo allows you to manage employee benefits, such as health insurance and pension plans. This includes creating and managing benefit packages, as well as calculating the cost of benefits.
Employee Self-Service: The employee self-service feature in Odoo allows employees to access their HR data online. This includes personal information, contact details, employment history, and more. Employees can also use the self-service portal to request leave, view their payslips, and update their personal details.
Fleet management:
The fleet management feature in Odoo allows you to track and manage your company’s vehicles. This includes vehicle maintenance, fuel consumption, and driver information.
Features
Our team of experts can help you every step of the way, from defining your business requirements to deploying Odoo in your organisation. We also offer ongoing support and maintenance services to ensure that your Odoo implementation is successful.
Contact us if you’re ready to get started with Techbot. We’ll be pleased to answer any questions you have and get you started on your path to success.
Also, if you are seeking the best Odoo implementation services in Dubai, don’t hesitate to contact us. For more details about our services, please contact us at +971543062366 or care@techboterp.com!
FAQ
Odoo’s HRMS is the most comprehensive solution for companies to manage their day-to-day human resource management needs. It helps you to efficiently manage your employees’ information, leave requests, and other related data. Let’s take a look at some of its key features:
1. Manage employee records – Odoo’s HRMS makes managing employee records an easy task, allowing you to quickly add new employees and update their information as needed.
2. Track employee attendance – Odoo’s HRMS allows you to easily track your employees’ time in and out of work. This can help you to keep track of their working hours, which can be helpful for billing purposes or for compliance reasons.
3. Manage leave requests – With Odoo’s HRMS, it is simple to manage your employees’ leave requests, enabling you to approve or deny these requests with just a few clicks. This can be especially useful if you have a large workforce that may occasionally require some extra time off from work.
4. Generate reports – With Odoo’s HRMS, you can easily generate a wide range of reports based on different criteria. This can be useful for keeping track of important information such as employee attendance and leave requests, helping you to make data-driven decisions when planning your workforce.
These are just some of the key features offered by Odoo’s HRMS. If you’re looking for an all-inclusive solution for managing your human resource needs, Odoo’s HRMS is definitely worth considering.
Benefits
There are many advantages of using Odoo for HR management, including:
1. Cost savings:
Odoo can help you to save money on HR costs by automating HR processes and eliminating manual tasks.
Any business owner knows that human resources is one of the most important and expensive aspects of running a company. From recruiting and training new employees to managing payroll and benefits, HR costs can quickly add up. Odoo is a software platform that offers a comprehensive suite of tools to help businesses automate HR processes and eliminate manual tasks. By streamlining HR operations, Odoo can help businesses to save money on HR costs. In addition, Odoo provides a self-service portal for employees, which can further reduce the need for costly HR staff. As a result, Odoo is an effective way to reduce HR costs and improve efficiency.
2. Improved efficiency:
Odoo can help you to improve the efficiency of your HR operations by automating repetitive tasks and providing self-service tools for employees.
In today’s competitive business environment, it’s more important than ever to make sure your HR operations are running smoothly and efficiently. Odoo can help you to do just that by automating repetitive tasks and providing self-service tools for employees. With Odoo, you can streamline your HR processes and save valuable time and resources. In addition, Odoo’s self-service tools empower employees to take control of their own HR needs, freeing up your staff to focus on more important tasks. By using Odoo to improve your HR operations, you can improve your bottom line and gain a competitive edge.
3. Greater accuracy:
Odoo can help you to improve the accuracy of your HR data by eliminating manual data entry and providing real-time data reports.
If you’re looking for a way to improve the accuracy of your HR data, Odoo is a great option. By eliminating manual data entry and providing real-time reports, Odoo can help you to make sure that your data is always up-to-date. In addition, Odoo’s reports can help you to identify trends and potential problems early on, so that you can take corrective action before it’s too late. As a result, Odoo can be a valuable tool for any organisation that wants to ensure the accuracy of its HR data.
4. Increased flexibility:
Odoo is a highly flexible system that can be customised to meet the specific needs of your business.
As any business owner knows, no two businesses are alike. Each has its own unique needs and requirements. This is why a one-size-fits-all approach simply doesn’t work when it comes to business software. That’s where Odoo comes in. Whether you need a simple invoicing system or a comprehensive ERP solution, Odoo can be adapted to suit your requirements. What’s more, Odoo is easy to use and scalable, so it can grow with your business. With Odoo, you can be sure you’re getting the perfect solution for your business – not just a generic off-the-shelf product.
5. Improved employee satisfaction:
Odoo can help you to improve employee satisfaction by providing self-service tools and a user-friendly interface.
Employee satisfaction is a key metric for any organisation. When employees are happy, they are more productive and more likely to stick around. Unfortunately, employee satisfaction can be difficult to maintain, particularly in fast-paced environments. One way to improve employee satisfaction is by using Odoo. Odoo is a comprehensive business software solution that includes a self-service portal and user-friendly interface. The self-service portal gives employees the ability to access their records and request time off, and the user-friendly interface makes it easy for employees to find the information they need. As a result, Odoo can help you to improve employee satisfaction by providing self-service tools and a user-friendly interface.
If you’re looking for a complete HR management system that can save you time and money, while improving the accuracy and efficiency of your HR operations, then look no further than Techbot.
Why should you use Techbot's Odoo Erp?

  • Techboterp is a highly flexible system that can be customised to meet the specific needs of your business and its employee self-service tools and user-friendly interface will help to improve employee satisfaction.
  • Techbot’s Streamline HR processes: Techboterp will help to streamline your HR processes, making it easier and more efficient to manage employee data.
  • Improved employee satisfaction: The user-friendly interface and self-service tools offered by Techboterp will help to improve employee satisfaction.
  • Reduced costs: Techboterp can help to reduce the costs associated with managing your HR processes.

So, what advantages of Odoo HRMS do you like? Please share your thoughts in the comments box below.
We hope that this article will help you understand how HRMS software works. Don’t forget to contact us if you want the finest HRMS. For more details about our services, please contact us at +971543062366 or care@techboterp.com !
FAQ
Does Odoo have payroll?
Yes, Odoo includes a payroll module that allows you to automate the process of calculating and paying employee salaries. This includes tax deductions, bonuses and other allowances. The payroll module is integrated with the HR module, so you can easily manage employee data and payroll in one place.
How does Odoo work?
Odoo is a web-based application that can be accessed from any device with an internet connection. The software is divided into modules, each of which has a specific function. The core modules of Odoo include HR, CRM, project management, accounting, and manufacturing. These modules can be customised and extended with additional modules to meet the specific needs of your business.
Odoo also offers a mobile app that allows you to access your data on the go.

Read More
Dev June 1, 2022 0 Comments
CRMERP

All You Need To Know About CRM Software

Customer relationship management or (CRM) software helps provide better service and give businesses insights about what their customers want. This software simplifies the organizations’ task and allows the employees to work with more precision and accuracy. With the CRM system, everything your team needs will be accessible at their fingertips. Thus, you can bid farewell to all the confusion and scattered information, and focus on the core organizational operations.

Although CRM software is used to streamline the business operations for employees, it has the potential to do a lot more than that. This software has features that allow the companies to use their strengths and help their teams in a personalized manner. You can find a range of software in the market, and you must choose a reliable system for your company. It is critical to assess your needs and match them with the solutions offered by the system. In this guide, we will learn all about CRM software to help you make an informed choice.

What is CRM Software
Customer relationship management is the process that helps you organize customers’ data and optimize your digital marketing efforts. The CRM system helps the business in aggregating this data and compiling it neatly into a simple structure. This structure makes it easier for teams to access all the information and remain productive.

Although the CRM software somewhat sounds like a simple application, it is capable of doing so much more than that. The system stores all the information in a database. It can store anything from email addresses, phone numbers to shipping and billing addresses of the customers. With this system, you can organize contacts into groups and develop a working sales funnel for your business.

Since relationship management is a crucial part of a business, with the correct information you can cultivate long-term relationships and turn the leads into paying customers. In conclusion, a CRM platform provides the necessary means to a business and an overview of all the current customers and leads.

What Does A CRM Software Do
CRM solutions perform a range of functions allowing the users to track the interactions between their customers and company via all the used channels. The channels that can be tracked are emails, phone calls, contact forms, and so much more. With the software,

marketing and sales teams will have access to the set of tools allowing them to manage their sales and marketing funnel.

The company can track everything from forecasting and lead management to deal closure. The software also assists the customer service team to manage the customer’s requests and develop an appropriate strategy to provide excellent and personalized care to customers. Since the customer relationship management software comes with tracking features, you can record the interactions online for training purposes.

Also, this software will automate the routine processes and provide the necessary tools to the team. This makes it easier for them to measure the productivity and performance of the company. In addition to streamlining these tasks and providing insights, CRM software can also serve as a reminder.

You can also use this platform to perform your pre-scheduled activities such as initiating phone calls and sending emails. All the tasks will be performed as requested, and the software will record everything as well. Some systems also offer analytics features, hence you can track the efficacy of your marketing efforts and check the results and conversions in real-time.

Benefits of Using CRM Software
A CRM system can streamline the core functions of your business. From recording your interactions to analyzing the results of the strategy, you can do so much with this software. Some of the most significant benefits of using a CRM system are listed below. Have a look and decide for yourself!

Management of All Communication With Prospects

All types of communications whether external or internal can be managed via this system. This allows all the employees to track their customer and their journey. They will have access to their interactions via call, emails, and more. With this information, they can decide when they want to reach back to the customers and determine whether they have shared the requested resource with customers.

Reminders for Follow Up

A CRM system can track all activities of the prospects allowing the team to know when they have to follow up. However, with this system, the team does not have to remember the date of each follow-up. They can schedule the contact at a point, and they will be reminded about the follow-up. This support is invaluable and allows the team to provide satisfactory service to their customers. 

Creation of Sales Report

The CRM platform allows the teams to collect and organize information about their prospects and deals using reporting features. These features enable the team to automate and manage their pipelines, contacts, and deals. The employees can also evaluate personal performance and track their performance to reach their goals. Sales managers can also use these reports to track closed deals and calculate the generated revenue as well.

Maintenance of Centralized Database Across All Your Sales

With a CRM platform, you can keep all the prospect information in a central database. This gives easy access to all departments and teams working in the organization. All departments can manage the collected data via a shared location. This means the employees will not have to dig through the files and records to find necessary information about customer service.

Automation of Data Entry

The CRM software can also make the data entry process easier. Your team will never have to log emails, calls, meetings, and other interactions. This system will automatically collect and aggregate the information within the system. You can also add the deals and their stage within your software and it will handle the rest. The system will make the process efficient and allow your team to remain productive.

Better Organization of Contact Data

CRMs enable your team to keep track of every contact regardless of the buyer’s journey. The team can see the activity of their customers and create a working strategy accordingly. In addition to this, employees can log notes from the call and email interactions, and you will always be able to find this information within the CRM software.

Automation and Forecasting for Sales Performance

Planning is the key to strategy and leveraging growth within an organization. With the CRM platform, you can access all types of reports and make informed choices. These reports can pull significant metrics and make it easier for the sales team to identify trends and measure the performance of their current campaigns. This allows the sales team to identify the most profitable activities and create better strategies for the next time.

Allow You To Scale Processes Over Time

A CRM system will provide the sales team with all the necessary information in one place. Thus, they can keep everything from prospects, leads, and customers in one place. You can also review all the activities such as emails, calls, and meetings. This data can be used to identify patterns and find areas for improvement. This is how CRM helps your sales team to scale your processes.

Segmentation of Customers

CRMs will enable you to sort your contact by data that different departments have collected over time. You can keep all the customer’s data in one place and then filter it by location, size, deal, etc. This will give a clear idea to every department, increase the chances of conversions and keep all the data in one place for easy access.

Facilitation of Team Communication

The software can be accessed by people from every department. Thus, your team will be able to communicate and collaborate in real-time. Communication is critical to maintaining a seamless working environment. It will also assist you in building a strong brand image while allowing your employees to learn from each other via a CRM system.

Efficiency in Administrative Tasks

With a CRM system, you can streamline your administrative tasks such as manual data entry, recording conversations, saving information, etc. all the complicated and time-consuming tasks will be simplified after the introduction of collaborative software. Although these tasks are not directly responsible for revenue, they can free up the time of your employees and allow them to work on core business operations.

Updates Will Enhance The Software As Requirements Changes

The CRM system can be updated as well. This means, as your organization grows and your requirements evolve, you can update your system to offer better collaborative features. The software will be able to support a large number of employees and the interactions will be far smoother as well. The tracking and collaboration will become easier and your updated CRM will be able to support more departments.
How Do Small Businesses Use CRM?

Small businesses often struggle with customer relationship management. However, with the help of a CRM system, you will get a complete view of your sales, support, and marketing efforts. People that run service businesses, meet with people will require software that can manage and store critical data. Scheduling and managing meetings will be easier to manage, and you will not have to go back and forth with phone calls, emails, and texts. 

With this software, you can reduce chances of miscommunication and steer clear of common issues such as calendar not syncing and other technical errors as well. Saving every single minute is critical for small business owners. Every minute you save can be used for your core business operations.

With an effective CRM system, you can effectively manage your core business operations and these tasks simultaneously. Since this software can be designed as per the needs of clients, you will get customized software for your needs. This software can support both small enterprises with 1 or 2 employees or a full-fledged company with more than 500 employees.

Streamline Your Business With TechBot’s CRM System

A CRM platform is capable of streamlining your business. With its many features, you can incorporate efficiency in your operations and make sure your team remains productive. Everything from communication to sharing files is much easier with the introduction of CRM software. Since not all systems are designed the same, you need to do your research and find a system that fits your requirements seamlessly. 

Techbot’s solutions are designed to empower businesses of any size. You can personalize the platform to fit your organization’s needs and leverage the power of CRM. The many benefits of using a CRM system make it a must-have in your company. Have a look at all the solutions we have to offer and partner with us, and make your organization future-proof with the latest technology.

Read More
Dev December 9, 2021 0 Comments
ERPOdoo

Boost your Sales with Odoo CRM

Keeping track of client requirements and serving them gets increasingly challenging as our company grows. Profit increases as the number of clients increases, but sustaining relationships with each one becomes increasingly challenging. Successful customer interaction is critical for boosting customer loyalty and improving corporate performance. A well-structured ERP will strengthen customer relationship management in any business. Odoo 14 is the most powerful ERP for successfully sustaining client relationship management.Furthermore, Odoo CRM is a dependable idea for enhancing customer interactions, decreasing expenses, and boosting business profit margins. A CRM program not only aids in the management of present customers, but also in the acquisition of new ones. Before moving to Odoo CRM, it’s a great platform for coordinating business operations, automating procedures, and motivating the team to work in sync with the customer.
Why do you need Odoo CRM for your Business?

Contact management

Odoo has a well knit contact management system that eases the access from every point of the software. It keeps track of all the records and documents related to particular contact. Contact management has a clean and neat interface.
boost-your-sales-with-odoo-crm

Lead Management

Lead management is one of the areas where most of the businesses tend to fail due to lack of a good management system. Best lead management boosts sales and leads to a real boom.

Odoo CRM has a better lead management system where we can track the end to end process with each lead until it is won. And even the after service seems very efficient with the integrated lead management and contact management systems.

We have these many options and features in managing a lead.

We can directly convert a lead into opportunity by clicking on the “Convert to Opportunity” button.

Also we have a “Mark As Lost” button, and we can give reasons for that.

We can even send messages to the customer from the same window itself by clicking on the “Send Message” Button. Also we can have internal communication using this “Log Note” button.

We can schedule activity to follow up to the leads using the “Schedule Activity” button.

Then a pop up wizard would appear like this, where we can set it.

Pipeline System

We have a good pipeline system to track and manage the leads that are converted to opportunities.
Screenshot from 2021-07-04 16-41-07

Sales Team Management

We can easily create and manage the sales team with this Odoo CRM.

Efficient and interactive Reportinga

Odoo CRM has got a very efficient and effective reporting system. We have a lot of filtering and group by option using which we can drill down and get a customized report of everything in the CRM. Even Odoo has brilliant graphs and chart reportings.

Pivot View

Graph Views

Pros And Cons of A PBX System

Before upgrading your system, you should consider its pros and cons. Listed below are some pros and cons that will help you in making a better decision.

To conclude

Odoo CRM gives you the ability to track the end to end process and even after service of a lead that comes to your company. Which creates a credibility in your customers mind that would boost your goodwill.
The advantage of Techbot ERP solutions is it far outweighs the cost of implementation. We will help you choose the right plan so that the goals of implementation are met. With time, money and efforts saved, your organization can not only plan and strategize better but also perform exceedingly well in a digitally revolutionized marketplace. 
For a free demo, call us at +971543062366 or write to us at care@techboterp.com.

Read More
Dev July 19, 2021 0 Comments
ERPOdoo

Odoo Enterprise vs Community

Odoo is a well-functioning ERP software system that aids in the administration of all aspects of an organization’s operations, including Customer Relationship Management, E-Commerce, Billing, Accounting, Manufacturing, Sales, Inventory Management, Human Resource Management, and so on. Odoo is a software package with over 15000 ready-to-use modules that may help you run and administer your business more efficiently.

So Odoo is referred to as a full ERP system that is always upgrading to newer versions with more sophisticated features every year. Similarly, the current version of Odoo, Odoo 14, has been launched, which is significantly quicker than previous versions.
Odoo, as we all know, is a well-structured module that comes in two versions.

Odoo Community and Odoo Enterprise are two different types of Odoo versions.

Odoo Enterprise Edition is a premium ERP with additional features and services. Odoo originated as an open source ERP software that delivers business software features such as CRM, Sales, Purchase, MRP, Accounting, Inventory, and a variety of other modules to an enterprise. Despite the fact that the community edition is free, the Enterprise edition has extra features and benefits that we will explain in this blog article.
By dissecting the Odoo community, Odoo developed Enterprise Edition. Prior to the introduction of version 9, Odoo versions 8, 7, 6, and 5 were available and marketed as OpenERP software. The firm was able to modify its business model from offering exclusively open source solutions and services to offering proprietary products with the introduction of the Enterprise version. Each year, Odoo announces a new version, with several functionalities designated for the enterprise edition. The latest version is 14 enterprise editions (2020-21), and Odoo 15 is also on the way.

Let’s see some of the differences in features between Enterprise and Community editions

enterprise-vs-community-table

Read More
Dev June 29, 2021 0 Comments
ERPOdoo

Which is the best business ERP solution?

Business solutions can be innovative ideas or combinations that are tailored as per the business requirements to achieve the best objectives. These solutions can be a package of some integrated business activities, like marketing, lead generation, accounts management, employee management, and so on. The business solution must make the work easy. The overall management must be done with much ease. Recently, ERP solutions seem to take over the business burdens.

What is ERP?

ERP, the Enterprise Resource Planning, is the solution that integrates the management activities and business processes to make it as simple as that. It’s mediated by technology and software. Mostly these ERP soft-wares are used by different companies to organize their management activities and integrate all the business processes with one system or software. It’s quite beneficial to manage and monitor the business from wherever you are. It helps in better tracking of the whole business. Earlier we needed separate accounting software to manage the accounts of the company and we needed to manually manage it.

But with ERP solution accounting becomes an easy and simple task. Since all the company processes are integrated and automated we need not manually do accounts. It will be automatically updated and correct reports will be generated. Here all the business activities like, CRM, sales, purchase, inventory, and so on are integrated with the accounting module too. Thus, we can see many ERP service providers in this scenario. 

What is Odoo?

 On-Demand Open Object, shortly known as Odoo is an Open ERP software, developed by Fabien Pinckaers and released in the year 2005. The business management software Odoo includes the core modules like CRM, accounting, eCommerce, Inventory, Sales, Purchase, Website, Project management, and many more. All these enable a business to be integrated. It’s available in both the Community version which is licensed for the general public and the Enterprise version which is having a proprietary license-ship. Recently, Odoo V14 has been released which is currently in use. Over the years, Odoo saw great growth and presently Odoo has 5+ million users across the world. It has 17000+ third-party applications developed by various Odoo partners. Still, Odoo is in great zeal and zest to explore new horizons every day.

Why is Odoo?

Odoo is an Open Source ERP which means its source code is publicly available and therefore we are able to customize it according to the requirements of the customers, with the help of a Software developer. However, it needs great development skills to customize the source code of an Open ERP. Odoo has many inbuilt modules with default settings but a user can customize it as per their requirements. Now, if the customization does not go well the user may face serious issues.

Let’s see some key points.

  • Open source code : Source code of Odoo is publicly available and a user can customize it as per their needs.

  • Flexibility : With the help of an Odoo Developer, a user can customize their Odoo and use it like they want.

  • User friendly : Comparatively, Odoo is more user-friendly than all other ERP software.

  • Third-Party application : There are 17000+ third-party applications available in Odoo Store. Anyone can download it and use it.

  • Odoo support : A user gets good support from Odoo and timely emails. Odoo service is also available through various Odoo partners.

  • Proven product : Odoo is a proven product with 5+ million users.

  • Timely updations : Odoo does timely updates to the software. Currently, Odoo V14 is on board.

  • Highly modular : A user need not install all the applications rather only the needed modules which eases their business.

  • Integration with third-party services : Odoo is also integrated with many third-party services like SMS, Mails, Social media, and so on.

  • Low implementation cost : Comparatively, Odoo has a lower implementation cost.

  • Takes less time for implementation : Odoo takes less time to implement, comparatively.

Who is Techbot?

 At Team Techbot, we are an Official Ready Partner of Odoo, established in Dubai, U.A.E. Our motto is “Simple Solution for Complex Operation”. We ensure in providing high-quality Odoo services across the globe. We deliver value solutions for our customers. Being the Official Ready Partner of Odoo we provide Odoo ERP customization, implementation, and other Odoo related services. We always stand with customer satisfaction and provide high-end quality services. We are rich in best management practices. We have the best Odoo developers and Consultants, and our R & D team is always updated with fluctuating business conditions and the latest technologies.

Read More
Dev May 12, 2021 0 Comments