Difference between revisions of "Oppertunities from Tactic"

From Tactic Wiki
m
 
(4 intermediate revisions by one other user not shown)
Line 1: Line 1:
  The productivity module has a projects feature where users can manage projects and tasks. It integrates with the timesheet feature, enabling users to see the time spent on each task.
There is a number of features provided by Tactic that can help an organization in analyzing its business opportunities with the help of proper statistic and project progression. Creation of quotes and commercial proposals along with effectively managing those, setting up meeting events and reminders as well as agendas can be helpful in increasing pointing out business opportunities for an organization. Tactic provides the facility of linking any important data to the opportunities.  


== 1. Opportunity Management-- ==
== Opportunity Management ==


  Create your quotes as well as commercial proposals and send them by email from within the application. Enter events or set up reminders in the agenda. Link any data (events, quotes, orders ...) to your opportunities, so that you can easily find all information from the past with respect to the opportunity.
The primary features of opportunity management are:
* Use your opportunities for a 360-degree view.
* Using opportunities for a 360-degree view.
* Define an amount and a probability for winning your opportunities.
* Definition of an amount and a probability of winning opportunities, which can provide an idea about the expected turnover
* reuse the project to create new tasks to begin and track the project executions.
* The status of opportunities can be changed into "Won" or "Lost"
* Change the status of your opportunities into "Won" or "Lost".
* Following open opportunities
* Follow your open opportunities.
* Analyzing performances
* Analysed your performance.
* Exportation of opportunities with export module to use the opportunity in a third-party platform
* Use the predefined statistics pages to get useful information about your company or about the performance of your sales representatives.
* Like any other data, export your Opportunities with the Export module, so you can reuse them with third-party tools...


== 2. Productivity-- ==
== Productivity ==
Management of productivity can be performed with various services, such as statistical view of project performance, sales performance, and employee performance. These features help in analyzing the progress and productivity of an employee or an organization, which can help the companies in taking a step ahead towards success. In Tactic opportunities and productivity come hand in hand, hence, this software can prove to be effective in managing and analyzing productivity of the users and organization. The users can manage and analyze their productivity by:
* Creation of projects, leads and opportunities
* Creation of sub-tasks driven by specific deadlines (Different for parent task and sub task)
* Creation of important events
* Recording time-spent on tasks and projects
* Creation and management of different agenda


  The productivity module has a projects feature where users can manage projects and tasks. It integrates with the timesheet feature, enabling users to see the time spent on each task.
== Mobile Access ==
* Create Projects, Leads, or Opportunities.
* Define who can view or edit the project.
* You can also create sub-tasks.
* Record the time spent on Projects/Tasks.
* Follow your project or tasks.
* Project overview.
* Manually create events in the past or future.
* Setup module to define the events which need to be recorded automatically.
* View events in different agenda views.


== 3. Mobile Access-- ==
CRM, Customer Relationship Management, plays an important role in business management. Hence, it is important to keep a touch with all the business aspects. Tactic allows the users to use it from smartphone, which certainly benefits the users and their organizations.
* Mobile access is managed by native applications
* An integration can be established with smart phone directly through Tactic software directly
* Upgrading Tactic without any disruption with the link of the user smartphone
* Managing sales and productivity through smart phone
* Managing documents and process without having to face much difficulty


  Your CRM (or Customer Relationship Management) system plays an important role in the functions of your business. Allowing it to be used from a Smartphone has significant benefits for your organization.
== Reimbursement Management ==
* The menu is managed by native applications.
* Integration with your phone or other applications is better through Tactic ERP & CRM Software.
* Upgrading Tactic ERP & CRM will not break its features.
* Tactic ERM & CRM use embedded image resources to reduce bandwidth.
* Tactic ERP & CRM Software uses internal cache for pages that should not change your original data.
* Edit PDF of quotes, invoices, orders, delivery notes, and interventions...
* Secure access via the mobile application to your Tactic intranet.
* Meeting with Clients.
* Sales and Productivity.
* Documentation and Processing on a single click.


== 4. Reimbursement Management-- ==
The users and employees of an organization can easily manage reimbursement through Tactic. Reimbursement management services provided by Tactic are:
* Sending reimbursement management to the managers or supervisors through email
* Defining job position and external notes related to reimbursement can be added through Tactic by using HRM module
* Predefined statistics can be helpful in managing employee performance and addition of performance related incentives


* Creating a user only requires saving a name, a login name, and a password.
== Calendar/Reminder System ==
* Set a user e-mail and a nice corporate email signature.
* Define the hierarchy of your employees/users.
* Creating an account for your employees will allow them to access data in Tactic and to interact with all the application features such as Third parties, Business documents, and other application modules according to the access control permissions that have been defined.
* Admin must consider creating user groups, define permissions on those user groups, and assign users to those groups.
* Saving an e-mail address on the user's card will allow the user to send emails from within Tactic.
* Many other options and data can be set, such as job position, gender, notes, attaching external files, status, etc.
* Predefined statistics page gives useful information of the company or sell representative performance.


== 5. Calendar/Reminder System-- ==
Calendar and reminder systems in Tactic help in managing important events along with their desired dates and times. The effectiveness of calendar and reminder system is embedded with the integration of certain services, these services are:
* Recording events within important agenda, past events are used for tracking purposes and future events are used for reminder purposes
* Tactic automatically creates agenda from important project events
* Email and SMS notification are generated by Tactic in term of event creation. The email and SMS will be sent to the users that are assigned with the email
* With the activation of resource module, the users can also assign resources to a specific event
* Admin can include in the agenda view, any events that are recorded into an external calendar


* Record your events in the embedded agenda: Past events for tracking purposes, or Future events for reminder purposes.
* Setup module to define the events which need to be recorded automatically.
* When a calendar event is created, an e-mail notification will be sent to the user assigned to this event.
* If the module Resources is activated, you can also assign resources to your event.
* Assign events to a customer/contact, project, and/or users.
* An integral event management platform, able to handle events of all types and sizes.
* Admin can include in the agenda view, any events that are recorded into an external calendar.


== 6. Cataloguing/Categorization-- ==
== Cataloguing/Categorization ==


* A lot of native data can be defined on the product and service cards such as sale prices, tax rate, duration or dimension, cost price, accounts, accounting, stocks, notes or add your own personalized custom fields...
Tactic provides an opportunity of adding custom fields for enhancing the experience of the users. The users can also use the predefined field for being engaged into the categorizing process. The predefined categorizing fields include, tax rate, sales price, duration and dimension, accounting, stocks and many more. He cataloguing or categorizing feature of Tactic can be helpful in:
* Manage your product and service catalog.
* Tracking performance of products and services
* Define your selling and/or buying prices, and keep a history of all your changes.
* Using variants to generate different variants of a single product (such as color and size)
* Predefined and dynamic statistical reports allow you to view graphs, charts, and tables showing you the quantity and amount of products and services offered in proposals, orders, and/or invoices.
* Using graphs, charts and tables to define the quantity and amount of different products  
* Track the performance of your products or services
* Defining buying and selling prices for different products  
* reuse the Variant feature to generate variant products (similar products with a different color or size, for example).
* Management of financial data associated with different products
* If you use the purchase features, the margins module may help you to review financial data and margins for each product or service.

Latest revision as of 12:26, 7 July 2022

There is a number of features provided by Tactic that can help an organization in analyzing its business opportunities with the help of proper statistic and project progression. Creation of quotes and commercial proposals along with effectively managing those, setting up meeting events and reminders as well as agendas can be helpful in increasing pointing out business opportunities for an organization. Tactic provides the facility of linking any important data to the opportunities.

Opportunity Management

The primary features of opportunity management are:
  • Using opportunities for a 360-degree view.
  • Definition of an amount and a probability of winning opportunities, which can provide an idea about the expected turnover
  • The status of opportunities can be changed into "Won" or "Lost"
  • Following open opportunities
  • Analyzing performances
  • Exportation of opportunities with export module to use the opportunity in a third-party platform

Productivity

Management of productivity can be performed with various services, such as statistical view of project performance, sales performance, and employee performance. These features help in analyzing the progress and productivity of an employee or an organization, which can help the companies in taking a step ahead towards success. In Tactic opportunities and productivity come hand in hand, hence, this software can prove to be effective in managing and analyzing productivity of the users and organization. The users can manage and analyze their productivity by:
  • Creation of projects, leads and opportunities
  • Creation of sub-tasks driven by specific deadlines (Different for parent task and sub task)
  • Creation of important events
  • Recording time-spent on tasks and projects
  • Creation and management of different agenda

Mobile Access

CRM, Customer Relationship Management, plays an important role in business management. Hence, it is important to keep a touch with all the business aspects. Tactic allows the users to use it from smartphone, which certainly benefits the users and their organizations.
  • Mobile access is managed by native applications
  • An integration can be established with smart phone directly through Tactic software directly
  • Upgrading Tactic without any disruption with the link of the user smartphone
  • Managing sales and productivity through smart phone
  • Managing documents and process without having to face much difficulty

Reimbursement Management

The users and employees of an organization can easily manage reimbursement through Tactic. Reimbursement management services provided by Tactic are:
  • Sending reimbursement management to the managers or supervisors through email
  • Defining job position and external notes related to reimbursement can be added through Tactic by using HRM module
  • Predefined statistics can be helpful in managing employee performance and addition of performance related incentives

Calendar/Reminder System

Calendar and reminder systems in Tactic help in managing important events along with their desired dates and times. The effectiveness of calendar and reminder system is embedded with the integration of certain services, these services are:
  • Recording events within important agenda, past events are used for tracking purposes and future events are used for reminder purposes
  • Tactic automatically creates agenda from important project events
  • Email and SMS notification are generated by Tactic in term of event creation. The email and SMS will be sent to the users that are assigned with the email
  • With the activation of resource module, the users can also assign resources to a specific event
  • Admin can include in the agenda view, any events that are recorded into an external calendar


Cataloguing/Categorization

Tactic provides an opportunity of adding custom fields for enhancing the experience of the users. The users can also use the predefined field for being engaged into the categorizing process. The predefined categorizing fields include, tax rate, sales price, duration and dimension, accounting, stocks and many more. He cataloguing or categorizing feature of Tactic can be helpful in:
  • Tracking performance of products and services
  • Using variants to generate different variants of a single product (such as color and size)
  • Using graphs, charts and tables to define the quantity and amount of different products
  • Defining buying and selling prices for different products
  • Management of financial data associated with different products
Retrieved from "http://tactic-wiki.alsoft.org/index.php?title=Oppertunities_from_Tactic&oldid=2809"