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5 Reasons to Switch to Digital Document Solutions

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No matter if you are in the industry for long, or you have just started, the thought of expanding your business is always on your mind. The requirement is the same for expanding any business: the right marketing strategy and obviously increasing work efficiency, which leads to good productivity eventually; thus, a business can grow.

Switching to a digital document, the solution is not going to help you in your marketing strategy but is definitely going to help you in managing your work-efficiency at your workplace. As it is mentioned earlier that the business can be large or small, managing the workflow has the same effects in both.

The paperless office is not a myth, as many large corporate companies have already started implementing it, and you should, too, why? Well, you can find out more here which will make you understand the reasons to switch from paper to digital document solutions.

digital document solutions

Securing Documents

Data-breach is such horrifying news that every organization is afraid of it. It has been stated in a survey, that over 67% of companies have confirmed that the result is going be disastrous if the sensitive paper got leaked anyhow. Digitized documents have such security that the paper documents cannot have ever, as the paper documents can be copied, stolen, or lost. However, it is not possible in case of digital documents. Digital documents can be encrypted or password-protected so that only the authorized persons can have access to it. To have such control over your documents is an apparent reason to switch to digital document solution.

Other than that, paper documents can easily get damaged due to some natural disaster, but as the digital documents are getting stored in the server or the cloud, then there’s no need to worry about documents getting damaged because you can retrieve the documents anytime you want. You may find this article on How to Geek informative and you can take precautions against natural disasters.

Accessing Documents Made Easy

Digital document solution like file center lets you access the digital files from anywhere. How? Well, the requirement is a computer/laptop or any other device having an active internet connection—that’s it—if you have the essential requirement, then you can access your files from anywhere and continue working even from your home. With digital document solution, it is easy to send, receive and save files, because you can share the files via e-mail or any other transferring process like fax, networks and cloud storage system and no need to worry about the security because of you can always encrypt the files before transferring.

* A thing to keep in mind that you are dealing with the right and trustworthy service provider while you are sharing files digitally.

Workflow Automation

Just give it a thought about the working process in your office. There can be so many tasks that require the same repetitive steps to be performed. How about having an automatic system that can perform those actions without any errors and complete the task on time? The digital document solution software comes with so many useful tools that can perform some tasks on behalf of you and manage the workflow. If the workflow is managed without any mistake, then automatically it results in good productivity.

Easy Retrieval

How many times it’s happened to you that you are searching for a paper that is required urgently, but you are not able to find it, and you have to go through all your paper documents to find it—the feeling can be irritating and frustrating both. Having a digital document solution gives you the chance of searching for files by using keywords, phrase or plain text, because while digitizing the files an indexing or sorting process is done before storing those data, which can be done by taking help from ERP solution providers, or there are much smart processing software available, using the software even you can easily index those contents according to their purpose. So, implementing a digital document the solution is saving your time and energy by making the files ready for easy retrieval.

Makes a lot of Free Space

 Reducing the use of paper and getting rid of paper documents lets you free up the cabinets and drawers and even top of your desks, which ultimately results in having free neat and clean workplaces. A clean space looks nice to work with and also have some positive vibe, which has a good effect on work-efficiency and productivity. Forbes will add more knowledge here.

Not only this if you do not need to buy paper and printing ink then obviously you are saving some money, and the ”go green’ project making you take a step forward to help the environment.

These are basic five reasons to switch to digital document solutions, when you actually implement it in your office, you can see so many other features that can be very useful to you. Now you might think about how you can switch to digital document solutions, well, for that, there is a software called Document management software (DMS), which is based on the concept of digital document management and document control.

Based on the storage location, the DMS is classified into two types:

1.       On-site/On-premise/self-hosted Document Management Software: This one store all the documents physically, that is in the server of the office. So, anyone outside of the office does not have access to the files. The security and maintenance of the data entirely depend on the official authority. The data can be accessed offline while being present in the office.

2.       Cloud-based Document Management Software: Responsible for storing the data virtually in the cloud, so it provides infinite virtual storage. An active internet connection is a must because all the work is done online. Data can be accessed from anywhere if permitted to, and the security and maintenance depend on the host (service provider).

Other than the storage process, both the DMS working procedure is the same. Paper documents get scanned in the software by using a high-speed scanner, and the other digital documents like e-mails, software generated results get captured in the DMS. Then the indexing process occurs to make the files ready for retrieval and after that the data can be accessed, or shared and modified.

Digital document solutions come with many benefits that actually helps you in growing your business by providing security to your documents and obviously making your work easier for excellent productivity. As other organizations are switching to digital document solution, it is high time for you to do the same because you definitely don’t want to stay behind in progress. Talk to some IT professionals and install a simple and yet efficient DMS which your employees are going to find easy to work. Do not ignore the digitization cause it is the future.

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How to Use Chatbot with CRM to Increase Your Profitability?

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Many CRM systems are integrated with a live chat feature to enable better communication with your customers. But that is the basic scope of the tool while the possibilities are endless.

You can use your Opensource AI Chatbot with CRM Integration to increase your revenue, generate new leads and establish a superior level of customer service.

The power of CRM lies in the amount of customer information it can manage, paired with a live tool, you can always get to know everything about a customer instantly. You can offer context-driven assistance and make the customer feel wanted.

Open source Chatbot can be integrated with any CRM solutions. You can even use open source free solutions- like SuiteCRM chat integration with the Live-helper chat tool & Live Chat CRM Profitability

chatbot with crm

Now let’s find out how you can use the Open Source Chatbot to generate leads and increase Relationship and Profitability with clients.

Also Read: Understanding the Differences Between CRM and Sales Force Automation

The visitor to Customer:

You can successfully convert the visitors to your website to customers by using proactive Chatbot. For example, if someone has spent more than 5 minutes on a specific webpage, you send a pop-up chat saying, “Are you looking for something we can help with?”

Forrester survey reveals that 77% of customers want companies to value their time. You can jump right in and help out the visitor with better chances of conversion.

Successful Checkouts:

55% of American online shoppers are likely to cancel their purchase if they cannot get a quick answer to a query. You can use the Open Source Chatbot feature to catch the customer on the checkout page and answer all his questions. The chat window is also perfect for sharing files like brochures, manuals and so on. Solving the customer’s query in less time with CRM information, which will improve the chances of conversion and a successful purchase.

Must Read: Qualities of a Customer Relationship Management System

Lead Generation:

The Open Source Chatbot tool can be made to work for you to generate and capture new leads. Using a pre-chat form to collect customer information is a good way to start. As in the Chatbot tool, all information will be stored in a centralized database ready to be accessed instantly.

Fynsis deliver hands-on training with lab sessions to ensure attendees complete understand and retain how to use SuiteCRM with real business scenarios. Open Source SuiteCRM Training material is consistently revised with every new release to make sure we deliver up-to-date SuiteCRM content. Participants retain more when they are practically involved in learning.

Hence, you can also engage a returning visitor or qualified lead; the moment they visit your website with Chatbot. Their details are stored in the CRM and you can start context-driven conversions based on their customer journey.

Engage from Anywhere:

Another plus point of the Open Source Chatbot is that you can even engage your customers using other devices. Be it a smartphone or tablet, you can use the Chatbot tool if the CRM solution is compatible, take a Free SuiteCRM Demo to understand the benefits, features, and functionalities of this CRM.

So distance doesn’t matter and you don’t need to be at your desk. You can communicate with your customers and leads from anywhere and keep up the productivity.

Apart from boosting sales and revenue, Open source Chatbot will improve customer engagement significantly. Better engagement means better service which leads to customer loyalty. And customer loyalty automatically means return customers who are willing to spend more than last time!

So Open Source Chatbot is a must if you want to grow your business and profits.

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How to Buy Now and Pay Later On Flipkart

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Flipkart has made shopping easier for you with its micro financing option, Flipkart pay later. If you have been a frequent Flipkart user, you must check out the Flipkart pay later option.

With this very user-centric option, you can buy products on credit for a month. You can transact multiple times, and a consolidated payment can be made at the beginning of the subsequent month. Depending on your eligibility, you can get a credit line of 5-10k every month. There are various benefits to using Flipkart pay later option.

  • Easy transactions

  • Interest-free credit

  • Flipkart assured products

  • Easy Returns/Exchange/Refund

  • Easy repayment for the entire month in a single deal

  • Hassle-free buying at a single click

  • Seamless checkout process

  • Try and buy

  • Easy repayment by credit cards, debit cards or net banking

  • No maintenance charges for this facility

Looking at the number of benefits that this option comes with, you should definitely give it a try. Here is a look at how this exactly works:

  1. Once you visit the website, you will be able to view this option on the Homepage if you are eligible for the same. This option is available to select customers. The Eligibility option can be seen under the ‘My Account’ section of the website or on your app.

2. Once you click on the ‘Know More’ tab, you can check your credit limit for the month.

3. Check out the terms and conditions, and the process given on the website for your reference. Go through the frequently asked questions as well to make sure that you have all the facts right.

4. You can then check out which products are eligible for the pay later option. You will see ‘Eligible for Flipkart Pay Later’ written at the bottom of the product. The products that are eligible for the pay later option are all Flipkart-assured. Add the relevant products to your shopping cart.

Also Read: 10 Best Shopping Apps in India You Should Use

5. Once the product is added to the cart, checkout and continue to the payment page. Here from amongst the listed payment methods choose ‘Flipkart Pay Later’ as your option.

6. This option enables you to complete the transaction in a single click, and your order gets placed instantly. You will then receive the details of the order.

7. You can track your purchases as well as usage of the Flipkart pay later account. The payment for your multiple purchases during the month is to be done before the due date. The amount due date is the 10th of the following month.

8. Your statement is sent to you on the 1st of every month. This will include all the transaction details of all your purchases for the previous month.

Must Read: Top 5 Safest Applications To iPhone

Repayment is a seamless and straightforward process. Your payments can be cleared off by several payment modes such as credit card, debit card, or net banking. You receive the monthly statement on your registered email address. A reminder SMS is sent out as well. The Flipkart app users also receive a notification for the same.

Although the option is interest-free for you, you can be penalized for delayed payments. The payments are to be made before the 10th of the subsequent month. In case of delays beyond this due date, there is a particular penalty charge levied on the outstanding amount. You can find the details of the late payment penalties in the FAQs section on the app or website.

Here are the penalty slabs for your reference.

The outstanding amount of up to Rs 2,000: Rs 100-/

Outstanding between Rs. 2,001-4,001: Rs. 200/-

Rs. 4,001 and above: Rs. 400-/

Any delays beyond can lead to a suspension of your account.

Flipkart Pay Later is an absolutely user-focused initiative by Flipkart. By providing a small level of credit, this form of micro-finance can make your online shopping convenient and hassle-free for you. Most of the online shops extend services that make your shopping experience more affordable. These include options such as Debit Card or No cost EMI, Buyback Guarantee, etc. But the Flipkart Pay Later option makes your online shopping experience easier, hassle-free, and extremely convenient for you.

If you have been a loyal Flipkart customer, you will definitely be able to enjoy the perks of this service. This makes shopping as easy as merely selecting and dropping your product in your cart and confirming your order at the click of a button to finalize it.

So if you shop more than once every month on Flipkart, there is absolutely no need for you to get into long transaction processes. No need for OTPs and payments when Flipkart has made it so simple and easy for you!

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Benefits of Integrating Clover POS Technology Explained

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Clover POS technology allows you to concentrate on merchants’ needs without the cost and time of compliance. The way customers are making the payment has changed dramatically in the past few years. 60% of payments today are EMV, and 70% of consumers have at least one chip card. EMV chargebacks are very real and happening faster than you can imagine. Integration of Clover POS tech will enable your merchants to take EMV payments without the high price of enabling chip-based payments.

Clover is not just an EMV solution; it’s a platform for payments-as-a-service.

Ensure Quick EMV Compliance

When you integrate with Clover, your POS attains almost instant EMV compliance. It initiates a request, Clover gets the request and processes the payment, then sends a response. Each step of the process is reported to the POS, and it can then act on it to modify the customer experience.

You can begin taking payments in less than a day by fully or semi-integrating or by integrating your mobile POS. With Clover, you bypass complex commerce operations for multi-location merchants. Clover Mini brings seamless, safe EMV technology to market fast. The option to update the Mini with functionality as customers’ businesses evolve is a must in today’s rapidly changing commerce-scape.

Build Apps on the Platform

You can also build apps that do not take payments on the platform. Examples include loyalty apps, customer feedback apps, and gift card apps.

Development Basics

Clover’s safe semi-integration solution allows your existing point-of-sale software to accept EMV-ready, PCI-compliant payments. The platform’s customer-oriented experience enhances the POS and takes care of all payment acceptance tasks so you don’t have to.

Also read: Best Tips to Protect Your Privacy Online

Semi-integration integrates your software and hardware with Clover’s, making your point-of-sale EMV compliant quickly and easily.

Clover Connector

The CloverConnector interface provides external POS systems access to the same payment functions as PaymentConnector, as well as Android activities, custom receipts, and other features. The interface is available for Android, .NET, iOS, and JavaScript.

Payment Connector

The Java-based PaymentConnector interface lists all of the features your app needs to make a sale, perform other payment functions, even issue a refund. This API is an excellent choice if you are building a point of sale directly on a Clover device.

Clover’s Benefits

  • Award-winning, patented hardware design
  • The ability to tap into a sales force of over 4,000 people
  • Unlimited batch capacity
  • All receipts and customer signatures are stored forever and retrievable through a single web call
  • Simple integration (get a basic sale function up and running in less than a day)
  • Integrated camera/barcode scanner

What you get from integration:

  • Support for peripherals using our patented hub for weight scales, barcode scanners, and more
  • High-level, transparent CloverConnector API
  • Open-source SDK
  • Other Clover features
  • Takes all payments types (magnetic stripe swipe, EMV dip, NFC contactless, and manual entry)
  • PCI compliant
  • Authentications, pre-auths, and sale transactions
  • Partial authentications
  • Voids, payment refunds, manual refunds (detached credits)
  • Store & Forward (take offline payments)
  • Integrated printer with thermal paper (Clover Flex and Clover Mini)
  • 3G/4G connectivity (optional)
  • 4 standard USB ports
  • Detects and prevents duplicate transactions
  • Payments-as-a-Service Integration Options
  • Cashback
  • Manual card entry
  • Customizable tip options
  • Settings can be configured per merchant
  • Payment Interfaces

Clover offers different payment interfaces depending on the combination of merchant- and customer-facing devices you require. If you develop a registered app for a merchant, the app will use Clover’s PaymentConnector for sale processing. The interface is used to pass information about the transaction to the Clover payment app and return confirmation of the transaction.

Must Read: Boost Your E-Commerce Sales with Video Marketing

The CloverConnector is used to establish the USB connection and transfer transaction data to the Clover Mini for customer review. In addition, it is used to do the following:

  • Receive the customer choices for a tip and a receipt
  • Initiate the payment flow on the Mini
  • If required, receive the signature for verification
  • Return confirmation of the transaction to the POS

We already discussed the option of semi-integration, which is viable if you have an existing POS with a strong merchant base and are searching for the fastest way to achieve EMV compliance. It’s also a good option if you have a strong brand your merchants identify with, a complex system that’s difficult to move away from, and if your POS system requires specialized hardware. If none of these apply to you, your best bet is native integration. Here is some more info about that.

Native Integration

In this integration, your POS runs directly as an app on Clover hardware. Merchants can find your app seamlessly within the Clover system just by looking for it in the provider’s App Market. They handle the payments, and you handle the merchant experience. If you’re developing a new POS or want to give your merchants an all-in-one solution, this may be an attractive option.

Clover Go BYOD (Beta)

The next option is Clover Go, the BYOD (bring your own device) solution. This EMV-capable device attaches to a tablet or smartphone, enabling native iOS and Android mobile apps to accept NFC, or EMV transactions swipes fast with no EMV certification required on your end. This integration option is ideal for merchants who are always on-the-go and who want their iOS and Android apps to be able to accept payments everywhere. Clover Go integration leverages a cost-effective and highly secure EMV-capable device with a streamlined set of functions.

Clover Go Integration Procedure

The Clover Go SDK is embedded in your mobile POS application. The calling app interacts with an asynchronous call model. Once the SDK is initialized, the calling application can launch a payment request. The request will activate the card reader linked to the mobile device. The customer can then use any of the following mechanisms for payment: card-not-present transactions, card-present transactions, and cash transactions.

The SDK will interact with the payment gateway to provide a callback with the payment response after processing the transaction. The calling app can capture the signature.

Final Thoughts

As you can see, there are many benefits of integrating Clover POS tech, and many integration options. We hope this article has been helpful!

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