CrmCategoriesblog Project Management Software

Is it challenging to manage remote sales and sales teams using Scopex CRM?

| BLOG

Is it challenging to manage remote sales and sales teams using Scopex CRM?

Crm
Absolutely NO! If you have incorporated Scopex CRM into your business, it can take your sales over the storm, improve sales team productivity and manage your sales pipeline without leaving your desk.
If you say you can manage remote sales and sales team effectively, it doesn’t make sense to an old-school salesperson. They may find it challenging to accept that a big part of the sales process is effectively through remotely where the salesperson and the prospect have not collaborated face-to-face.
The pandemics situation in the world has consequence in the shifts in consumer behaviour and evolution in B2B selling. During the pandemic and Post pandemic, users preferred shopping without having to leave their homes because of the covid virus attack. Generally, 50 % of the customers do not want to see your sales representative.Remote selling fulfills that wish for customers where the sales representative doesn’t have to meet the customer face-to-face.

Why do old-school salespersons believe that remote selling is challenging?

  • Now let’s talk about the factors that impact the effective sales process.

Communication:

  • An old-school sales rep believes that communication between client and salesperson is vital in deciding the effective sales process. Remote selling affects communication at the personal level.
  • Why is face-to-face communication given so much credit?
  • DR. Albert Mehrabian has written in his book Silent messages (1971) that the communication between prospect and salesperson is: 7% spoken words,38% tone of the voice, And 55% body language.
  • Thanks to SCOPEX CRM software that allows video calling and enables the prospect and the salesperson to see each other virtually to read the body language and make the best out of it.

Motivation:

  • Salespeople are usually extroverts. It is their daily habit to meet people and be personable as much as possible through the selling process. It keeps them motivated. In remote selling, there is a break in this daily habit.
  • But, Scopex CRM helps fuel up their energy by enabling the salesperson to book their meetings with clients and providing chat, email, and call options to stay in touch with their prospects throughout the sales process.

The advantages that an old-school salesperson is not aware-of?

  • He must have less rated the efficiency of remote selling. In reality, remote selling makes a salesperson more productive.
  • Imagine you have five prospects to meet in your pipeline for this day. Firstly, You must travel hours and miles together from one person to another, wait in the lobby, move around, etc., where a lot of productive time is gone. In this scenario, will you be able to communicate with your final prospect of the day with the same energy that you had at the beginning of the day? Absolutely No.
  • Remote selling eliminates all these struggles and massively boosts your productivity by making it convenient to book meetings through scheduling links, switch between conversations & types of work and stay in touch with the rest of the team members.

How does Scopex CRM help remote selling and salespersons?

Scopex CRM is a powerful &agile software that successfully removes the difficulties associated with remote selling using advanced technology. Seamless integration of Apps helps to keep all information on one platform. Scopex stays updated automatically.
  • Advanced tools such as video calling, Chat, virtual Meeting, Calendar, SMS texts, email, remote presentations etc., in the Scopex CRM solutions, allow the salesperson to be as personable as possible with the prospects.
  • It enables the salesperson to deliver sales presentations to leads and prospects virtually.
  • It enables a salesperson to track the interests and interactions of the prospect by recording and sending notifications of the digital activity of leads and customers.
  • It helps salespersons build a relationship with their prospects via social media through seamless integration of Facebook, LinkedIn, Instagram, Twitter, and other social media platforms.
  • It enables the salesperson to organize meetings and processes with maximum efficiency by using the Calendar module.
  • It helps track and monitor the sales activity regularly and motivates the salesperson to stay on track with their daily sales activities.
  • It pulls the entire communication with prospects on one platform and makes the team stay on the same page during business decision-making.
  • It helps managers visualize the sales team pipeline of opportunities.
  • Scopex enables organizing weekly sales pipeline reviews using a video conferencing tool.
  • It establishes effective internal communication within the sales team.
  • While selling remotely, the majority weighed communication is lost.
Are you looking for a tool that generates leads without knocking on doors? Then Invest in Scopex CRM that takes care of your remote selling and sales person effectively and boosts the sales team productivity.

Start a Free Demo!

Scopex Apps provides a FREE Demo to all its client to play around with the product & get to know if it suits their business. Scopex apps also offer a 1 to 1 free demo session to explain how you can use Scopex apps for your business.
Scopex to help you manage your businessCategoriesblog Project Management Software

Best calendar App features of Scopex to help you manage your business better

| BLOG

Best calendar App features of Scopex to help you manage your business better

Scopex to help you manage your business
Whether it is a job, side work, or a vacation, entrepreneurs, and businesses need the help of a calendar to stay organized with events and appointments. An efficient calendar App with rich features helps employers and the workforce manage professional and personal responsibilities. Businesses using the right-calendar feature for specific purposes will help manage business better. Following are the most helpful features to look for in a calendar app for effective business management.

Effectively schedule events and appointments:

  • Event scheduling features in a calendar app are a blessing for those working remotely.  Certainly, Scheduling meetings for the workforce located in different territories is a nightmare.
  • Especially during the high-priority deal, events, and meetings that demand the presence of key-team members.
  • But, a calendar app with a smart-event scheduling feature can make it easy by including the feature to show when your team members are busy or free before you plan an event and allowing team members to access events and meetings irrespective of their locations.
  • Scopex Calendar module has a feature to seamlessly schedule events and appointments internally with a team and also with business clients externally.

Embeds and shares the details with the team:

  • When you work in a company, you need to keep everyone on your team on the same page. Everyone in the loop must know the scheduled activities and availability of the team members. So, you may need a calendar app with dedicated embedding and sharing features.
  • Scopex calendar App helps you personalize your calendar details before sharing them with the team/ publicly. It offers Multiple templates to give the desired look for your calendar and embeds your team calendars too. The calendar module lets you share your upcoming events and appointments with specific individuals when you don't want to share the details publicly.

Cross-platform synchronization:

  • Cross-platform synchronization is crucial for businesses. Switching back and forth from different providers to schedule shareholders' meetings, M&As is cumbersome while having so many others things to do in an organization. The calendar App must allow cross-platform synchronization to place all your calendars from different providers on a single platform.
  • Scopex offers various plugins to help you sync quickly from your google and Microsoft Accounts and update your schedule from centralized locations.

Team calendars:

  • Keeping teammates in the loop about upcoming activities is all business owners' aim. The calendar app you use must offer more ways to achieve it with one interface for all your employees, especially the remote workforce.
  • Having a team calendar feature in a Scopex calendar app works wonders in saving your valuable time and in increasing your productivity.

Calendar App sync with the mobile device:

  • Every business demands onsite work where the workforce stays away from his desk. If you are a business owner, sometimes, you may have to conduct your business operations on the go.
  • All you can depend on in this situation is your mobile device. So, A calendar App must be highly responsive on your smartphone and tablet.
  • Scopex calendar App lets you schedule and manages events, appointment, and meetings from your mobile device.

Import and export:

  • The calendar app must help you move events between your various calendar platforms. Scopex offers import and export features that effortlessly manage all your events with a single app.
  • Scopex lets you subscribe to calendars of your team and colleagues and allows you to import and export events from calendars you have subscribed to as files. You even receive a notification about their upcoming activities.

Conclusion:

  • Time is money is what everyone says. A calendar lets you guard your time in an organized way and makes you more efficient and productive. When you are into a mission searching calendar App, ensure you get all the above features. The Scopex calendar offers all these features to manage your business better without a doubt.

Start a Free Demo!

Scopex Apps provides a FREE Demo to all its client to play around with the product & get to know if it suits their business. Scopex apps also offer a 1 to 1 free demo session to explain how you can use Scopex apps for your business.
Organizational Knowleadge ManagementCategoriesblog Project Management Software

5 Best practices for organizational knowledge management

| BLOG

5 Best practices for organizational knowledge management

Organizational Knowleadge Management
These days everyone works from home or away from the traditional office setting. Knowledge management must be effective as it is the most valuable resource for business. Every firm focuses on improving knowledge management strategies and technologies to build a capable workforce and improve the organization’s efficiency. These strategies and technology solutions provide quick and safe access to information.

Let us consider the five best practices for organizational knowledge management to ensure the initiative is effective

  • Identify and understand the knowledge management goals. Knowledge management objectives revolve around Operational efficiency, organizational collaboration, customer satisfaction, etc. Identify & construct main objectives and break them into goals. Knowledge management is a precious investment, so set the goals and have the tools to manage them.
  • Set policies and Stay focused on the knowledge management process.
  • Motivate employees to contribute to creating and editing knowledge articles and give them a sense of ownership and motivation. Encourage employees to continue their efforts of regular knowledge acquisition exercises.
  • Monitor and measure the knowledge management with metrics and make improvements if required.
Knowledge management has a vital role in ensuring company success. Knowledge management refines the efficiency of your company. Shared knowledge and expertise among employees and co-workers have benefited the company tremendously by enhancing the performance of different sectors. Knowledge management is a perennial process. The best way to keep it going is by managers underlining the best strategies and approaches to enhance Knowledge management that works best for their company.

Start a Free Demo!

Scopex Apps provides a FREE Demo to all its client to play around with the product & get to know if it suits their business. Scopex apps also offer a 1 to 1 free demo session to explain how you can use Scopex apps for your business.
Your Business Under One PlatformCategoriesblog Project Management Software

How to manage your business under one platform?

| BLOG

How to manage your business under one platform?

Your Business Under One Platform
Are you a type of person who would like to gather all multipurpose solutions in one tool or that can deliver everything that your business asks for under one platform? Then you are navigated to the right page. When you run a complex business, you need a tool that manages more than accounting, HR, etc., in different platforms to help your business to get done more every day. You need a robust business management solution that you can access from anywhere and anytime.
Scopex is an agile, robust, all-in-one business tool that manages your business end-to-end under one platform at a reasonable price. You can afford this scalable tool at a cost-effective price that delivers excellent customer care service and tech support. When a business runs on one unified platform, it can make better decisions and grow more.

Start a Free Demo!

Scopex Apps provides a FREE Demo to all its client to play around with the product & get to know if it suits their business. Scopex apps also offer a 1 to 1 free demo session to explain how you can use Scopex apps for your business.
Automate Leave ManagementCategoriesblog Project Management Software

Why should you Automate leave management at your company

| BLOG

Why should you Automate leave management at your company?

Automate Leave Management
In the past, leave was managed traditionally by paper forms and basic spreadsheets. The manual leave management system is Cumbersome, time-consuming, and prone to human errors in record keeping. Luckily, we have workflow software platforms to manage this pain point to help us automate the leave management process.
Automation manages A-Z leave-related aspects to optimize multiple and diverse leave requests at once. The automation eliminates everyday tedious paperwork making leave management extremely simple. It supports any level of users, simplifies the whole workflow, and is configurable to fit the policies of any organization.

In addition, it offers online simplicity to approve or decline requests directly via mail and sends automatic email reminders for pending leave requests and approvals. Collects and exports various reports of stakeholders in multiple formats for easy sharing. Dashboard in the digital leave management system exhibits the organizational-wide leave in a single platform.

When manual participation in redundant work reduces, it safeguards the valuable time & energy. Employees can sharpen their skills to increase productivity and get recognition for their advanced skills. Happy employees contribute 13 % more towards your business productivity. With the simple leave management system, the employer and employees can have peace of mind.

Benefits

Eliminates paperwork
  • It electronically stores the record in the cloud. We can call it a green work initiation that effectively streamlines the process without wasting papers.
Promote policy consistency
  • Manual policy management makes people easily break the rule, but the digital records secret manipulation is not easy. It manages instant updates in the policies and sends a notification to all employees.
Ensure compliance with labor laws
  • It is a must to comply with labor laws. When an employee tries to violate the law, the platform will generate a warning automatically.
Reduces human error
  • Making mistakes is what makes humans. With automated leave management, prone-to-mistake is a thing of the past. Information stored in one place allows anyone to view it. It helps everyone stay on the same page by how much time off and vacations are taken or left.
Prevent resource issues
  • The automated process gives easy and better visibility of time off requests than the paperwork. Managers can easily compare all employee leave requests with the calendar of deadlines and other workflows to ensure the team is available for help at critical moments.
Increase employee morale
  • People should be encouraged to take time off to sharpen their blades when they get back to work. Online platforms make it easier for employees to ask for leave when they need it. They can request the time off with just a few clicks and send them to their boss’s inbox without any inconvenience.
  • The digital platform makes it easy for the employees to track the utilized and remaining vacations and leaves availability.
Communicate your guidelines in real-time
  • The leave policies draft can be available to each employee during onboarding. An employee can access them online at any time of the day.
Refresh and recharge employees after steady burnouts
  • Retaining employees and employee work satisfaction is essential for the growth of the business. Employees need rest and rejuvenation through leave. Periodical reminders to employees who have worked hard for your company to take time off and concentrate on self-care can make them healthier and happier employees. It is done through an automated leave management system effortlessly.
Save company substantial costs
  • When paid and unpaid leave calculation goes wrong, it may lead to unnecessary losses to the company through paying extra wages. An automated leave management system puts a full stop to this error.
The Scopex leave management system
  • An integrated, robust, cloud-based, automated leave management system reduces the cumbersome work process for an employee and the employer.
How does it work?
  • The Scopex operating system is as simple as that an employee can submit a leave request in just a few clicks. Select the category, reasons for applying leaves, upload the necessary document, and add informative notes are all the simple clicks existing in Scopex.
  • The request gets notified to the concerned boss to initiate further developments in the request.
  • A complete Employee leave data is presented accurately on this platform.
  • The employer can approve and decline the leave request. Process Development notification is sent to the employee immediately.
Benefits of Scopex Automated leave management system.
  • An automated leave management system helps the HR personnel efficiently track the leave history for each employee and release the payroll accordingly.
  • Accuracy, Efficiency, and Integration.
  • Reduces the error by 90 %
  • Enhancement of productivity
  • Less paperwork and supports Go green initiative
  • Important information is safe.
  • Data integration into the dashboard.
  • Effective communication – stakeholders are timely notified and informed.
Conclusion
Traditional leave management in a large organization with a larger workforce can complicate the process. Automating the process will ease the operations and save time and energy. Scopex is one operating system that makes it easy to navigate and track multiple leave requests and reduces the inconvenience associated while applying for leave. When you invest in an Automated leave management system, peace of mind comes as a combo.

Start a Free Demo!

Scopex Apps provides a FREE Demo to all its client to play around with the product & get to know if it suits their business. Scopex apps also offer a 1 to 1 free demo session to explain how you can use Scopex apps for your business.
Leave ManagementCategoriesblog Project Management Software

Mastering leave management through automation.

| BLOG

Mastering leave management through automation

Leave Management
In every business comes a time when an efficient HR gets struck with complex calculations of employee leave details considering the vastness of the organization. The leave management through automation is sought solace for the HR department to manage it effectively. Leave management is where employees of the organization request the time away from work, and superiors either grant or decline leave requests based on organization policies. Leave management in HR is a crucial element because it is a requirement not only for HR but for all employees. 
Under the hood of leave management, there exist many vital aspects for the HR manager. That as follows
  • Absence management
  • Create and communicate organizational leave policies to employees.
  • Configure policies as per the organizational needs and Ensure compliance
  • Ensuring the work productivity round the clock, etc.,
Applying for leave and tracking the leave patterns have evolved in these years. Many organizations have upgraded to the digital route as it eases and simplifies the work process of leave management.

Challenges faced by HR during leave management

  • Tedious manual paperwork method of leave tracking. (inaccurate records.)
  • Inefficient employee absence management because of ingenuine reasons.
  • Immediate Workforce replacement management.
  • It makes a negative impact on available staff through overtime and burnout.
  • Extra expenses of temporary staff.

The manual process of Leave request & approval is as follows

Leave is the process of allowing employees to take a break from their professional roles for a designated period. Processing a leave request involves many steps from submission to acceptance or decline and the in-between journey. It can be cumbersome for the HR personnel to manage through the traditional paper sheet and spreadsheet method. The steps are as follows.
  • Employee submits the request to his boss or HR personnel.
  • Verify the leave request to ensure it complies with company policies.
  • Validate whether the leave request complies with federal laws.
  • Review the benefits that must give to the claimant based on the leave type.
  • Communicate the results to the applicant with valid justifications.
  • Notify employees about the stages of development in their requests.
  • Monitor the leave from submission to the end date of the permission.
  • Send reminders to the employee if not returned to work beyond the end date of granted leave.
In addition, it offers online simplicity to approve or decline requests directly via mail and sends automatic email reminders for pending leave requests and approvals. Collects and exports various reports of stakeholders in multiple formats for easy sharing. Dashboard in the digital leave management system exhibits the organizational-wide leave in a single platform.

Types of leaves

Paid leaves 
National and regional festivals come under this category.
Unpaid leave 
Leaves beyond the allotted leaves come under this section which offers no wages on availing.
Mandatory leave
Patriarchy leave, Matriarchy leave, etc. are the must-give-leave company should allow.
Layoff
When an employee takes a leave voluntarily and is not eligible for pay for the time off.
Sick leave:
Leave granted because of illness.
Compensation leaves: 
An employee working overtime is eligible to take this leave.

The days of leaves allocated in each category are under the company leave policies.

Leave policies
The leave policy reduces employee absenteeism by clearly communicating the leave offerings to employees through emails during onboarding. It encourages your workforce to apply for the Right Type of leave for the right reasons. There are many aspects such as time zone, demographics, organization culture, family background, and religion to determine the type of leave policy you would like to configure.
What are the Considerations while configuring leave policies?
  • Consult an attorney to create leave laws.
  • Take a look at other company leave policies.
  • Check local and federal labor laws.
  • Consider the market.
  • Outline your policies.
  • Communicate guidelines.

How does automation help the leave management system to be effective?

  • To make fair decisions. 
  • Maintain employee morale- the efficient system makes it simple and convenient for an employee to request hiatus from work and encourages them to take time off to rest without creating stress. It helps the employee feel supported.
  • To accurately track time-off.
  • To avoid workflow disruptions. (Busy days, prioritized meetings, work overlap, deadlines)
In the past, leave was managed traditionally by paper forms and basic spreadsheets. The manual leave management system is Cumbersome, time-consuming, and prone to human errors in record keeping. Luckily, we have workflow software platforms to manage this pain point to help us automate the leave management process.

Leave management system Automation

Automation manages A-Z leave-related aspects to optimize multiple and diverse leave requests at once. The automation eliminates everyday tedious paperwork making leave management extremely simple. It supports any level of users, simplifies the whole workflow, and is configurable to fit the policies of any organization.
When manual participation in redundant work reduces, it safeguards the valuable time & energy. Employees can sharpen their skills to increase productivity and get recognition for their advanced skills. Happy employees contribute 13 % more towards your business productivity. With the simple leave management system, the employer and employees can have peace of mind.

Benefits

Eliminates paperwork
It electronically stores the record in the cloud. We can call it a green work initiation that effectively streamlines the process without wasting papers.
Promote policy consistency
Manual policy management makes people easily break the rule, but the digital records secret manipulation is not easy. It manages instant updates in the policies and sends a notification to all employees.
Ensure compliance with labor laws.
Reduces human error
Making mistakes is what makes humans. With automated leave management, prone-to-mistake is a thing of the past. Information stored in one place allows anyone to view it. It helps everyone stay on the same page by how much time off and vacations are taken or left.
Prevent resource issues.
The automated process gives easy and better visibility of time off requests than the paperwork. Managers can easily compare all employee leave requests with the calendar of deadlines and other workflows to ensure the team is available for help at critical moments.
Increase employee morale
People should be encouraged to take time off to sharpen their blades when they get back to work. Online platforms make it easier for employees to ask for leave when they need it. They can request the time off with just a few clicks and send them to their boss’s inbox without any inconvenience. The digital platform makes it easy for the employees to track the utilized and remaining vacations and leaves availability.
Communicate your guidelines in real-time.
The leave policies draft can be available to each employee during onboarding. An employee can access them online at any time of the day. 
Refresh and recharge employees after steady burnouts.
Retaining employees and employee work satisfaction is essential for the growth of the business. Employees need Rest and rejuvenation through leave. Periodical reminders to employees who have worked hard for your company to take time off and concentrate on self-care can make them healthier and happier employees. It is done through an automated leave management system effortlessly.
Save company substantial costs.
When paid and unpaid leave calculation goes wrong, it may lead to unnecessary losses to the company through paying extra wages. An automated leave management system puts a full stop to this error.
The Scopex leave management system.
An integrated, robust, cloud-based, automated leave management system reduces the cumbersome work process for an employee and the employer. 
How does it work?
The Scopex operating system is as simple as that an employee can submit a leave request in just a few clicks. Select the category, reasons for applying leaves, upload the necessary document, and add informative notes are all the simple clicks existing in Scopex.
The request gets notified to the concerned boss to initiate further developments in the request.
A complete Employee leave data is presented accurately on this platform.
The employer can approve and decline the leave request. Process Development notification is sent to the employee immediately.
An automated leave management system helps the HR personnel efficiently track the leave history for each employee and release the payroll accordingly.
Benefits of Scopex Automated leave management system.
Accuracy, Efficiency, and Integration.
Reduces the error by 90 %
Enhancement of productivity
Less paperwork and supports Go green initiative
Important information is safe. 
Data integration into the dashboard.
Effective communication – stakeholders are timely notified and informed.
Conclusion
Traditional leave management in a large organization with a larger workforce can complicate the process. Automating the process will ease the operations and save time and energy. Scopex is one operating system that makes it easy to navigate and track multiple leave requests and reduces the inconvenience associated while applying for leave. When you invest in an Automated leave management system, peace of mind comes as a combo.

Start a Free Demo!

Scopex Apps provides a FREE Demo to all its client to play around with the product & get to know if it suits their business. Scopex apps also offer a 1 to 1 free demo session to explain how you can use Scopex apps for your business.