The Guilford County Purchasing Department Diversity Program will be hosting a Historically Underutilized Business (HUB) Certification workshop for our vendors. This will be a collaborative training session with the Greensboro Community Development Fund and GTCC Small Business Center. Vendors will be trained on how to expand their financial resources and increase their capacity. The Guilford County Purchasing Department will assist you with the HUB application and the HUB Certification process with the State of North Carolina.
The Guilford County Government strongly recommends HUB certification with the State of North Carolina under the Statewide Uniform Certification (SWUC) for all Minority or Women owned businesses. HUB Certification is used by local government, state agencies and other public agencies Statewide to assure equal opportunity in purchasing programs. All certified vendors are listed in the HUB Database for commodities, services, construction and repair work.
To create a new client in SAM:
1. From the main appointment screen, select "Customers" and then "New" to open a new client profile.
2. Enter the client's contact information across several tabs, including name, address, phone, email, marketing preferences, and photos.
3. Additional optional tabs allow adding next of kin details, notes, loyalty points, and viewing marketing communications sent.
4. Ensure to save the profile after entering information on each tab before navigating to the next.
This document provides instructions for using the key features of a sales CRM system. It outlines the main sections of the dashboard, how to add and manage organizations, contacts, tickets, enquiries, quotations, invoices, sales orders, and work orders. For each section, it describes how to access related lists, create new records, and view or edit existing ones. The goal is to help users navigate the system and understand how to complete common sales tasks.
Agile CRM is the web's smartest CRM with powerful Marketing Automation and Sales Enablement.
Sign up for a free account here - https://www.agilecrm.com
This is Part 1 of How To use Agile CRM that covers the following topics,
- Contacts (Imports & Exports)
- Custom Fields
- Tags
- Filters, Views
- Bulk Actions
- Appointment Scheduling
- Widgets, Data Sync
- Email (IMAP or Exchange)
- Deals Setup
This software is designed for caterers, restaurants, hotels, and event planners. It integrates departments and business processes across functions in real-time to reduce costs, increase efficiency, and streamline operations. The software includes modules for master data, security administration, sales and purchases, HR/staff management, inventory, finance, and production, as well as over 250 reports. It was developed using ASP.NET on the front end and MS SQL on the back end.
The sales quotation will give the exact idea about the price of the product and services offered by the company to a customer or a potential customer which will help them to know more about the products and services.
This document provides a template for a business plan with 10 sections: (1) Executive Summary, (2) Company Description, (3) Market Analysis, (4) Marketing/Sales Strategy, (5) Research & Development, (6) Staffing and Operations, (7) Financial Projections, (8) Sales Pipeline, (9) Funding Requirements, and (10) Appendices. The template outlines the key information to include in each section, such as descriptions of products/services, management team, market size/trends, competitors, marketing strategies, financial projections, funding needs and supporting documents in the Appendices.
This document provides an overview of the key features and functionality of a billing software. It describes the various masters that can be set up like item, brand, category masters. It also covers the different transaction modules for sales, purchases, returns. Reports related to sales, purchases, stock and cash can be generated. The software has shortcuts for navigating masters and transactions and conducting searches.
The Guilford County Purchasing Department Diversity Program will be hosting a Historically Underutilized Business (HUB) Certification workshop for our vendors. This will be a collaborative training session with the Greensboro Community Development Fund and GTCC Small Business Center. Vendors will be trained on how to expand their financial resources and increase their capacity. The Guilford County Purchasing Department will assist you with the HUB application and the HUB Certification process with the State of North Carolina.
The Guilford County Government strongly recommends HUB certification with the State of North Carolina under the Statewide Uniform Certification (SWUC) for all Minority or Women owned businesses. HUB Certification is used by local government, state agencies and other public agencies Statewide to assure equal opportunity in purchasing programs. All certified vendors are listed in the HUB Database for commodities, services, construction and repair work.
To create a new client in SAM:
1. From the main appointment screen, select "Customers" and then "New" to open a new client profile.
2. Enter the client's contact information across several tabs, including name, address, phone, email, marketing preferences, and photos.
3. Additional optional tabs allow adding next of kin details, notes, loyalty points, and viewing marketing communications sent.
4. Ensure to save the profile after entering information on each tab before navigating to the next.
This document provides instructions for using the key features of a sales CRM system. It outlines the main sections of the dashboard, how to add and manage organizations, contacts, tickets, enquiries, quotations, invoices, sales orders, and work orders. For each section, it describes how to access related lists, create new records, and view or edit existing ones. The goal is to help users navigate the system and understand how to complete common sales tasks.
Agile CRM is the web's smartest CRM with powerful Marketing Automation and Sales Enablement.
Sign up for a free account here - https://www.agilecrm.com
This is Part 1 of How To use Agile CRM that covers the following topics,
- Contacts (Imports & Exports)
- Custom Fields
- Tags
- Filters, Views
- Bulk Actions
- Appointment Scheduling
- Widgets, Data Sync
- Email (IMAP or Exchange)
- Deals Setup
This software is designed for caterers, restaurants, hotels, and event planners. It integrates departments and business processes across functions in real-time to reduce costs, increase efficiency, and streamline operations. The software includes modules for master data, security administration, sales and purchases, HR/staff management, inventory, finance, and production, as well as over 250 reports. It was developed using ASP.NET on the front end and MS SQL on the back end.
The sales quotation will give the exact idea about the price of the product and services offered by the company to a customer or a potential customer which will help them to know more about the products and services.
This document provides a template for a business plan with 10 sections: (1) Executive Summary, (2) Company Description, (3) Market Analysis, (4) Marketing/Sales Strategy, (5) Research & Development, (6) Staffing and Operations, (7) Financial Projections, (8) Sales Pipeline, (9) Funding Requirements, and (10) Appendices. The template outlines the key information to include in each section, such as descriptions of products/services, management team, market size/trends, competitors, marketing strategies, financial projections, funding needs and supporting documents in the Appendices.
This document provides an overview of the key features and functionality of a billing software. It describes the various masters that can be set up like item, brand, category masters. It also covers the different transaction modules for sales, purchases, returns. Reports related to sales, purchases, stock and cash can be generated. The software has shortcuts for navigating masters and transactions and conducting searches.
Master revised vendor guide to doing business mast wordProColombia
The document provides guidance to vendors on doing business with Miami Dade County. It outlines the vendor enrollment and registration processes, which allow vendors to receive notifications about bid opportunities and be eligible for contract awards and payment, respectively. The enrollment form collects company and contact information as well as commodity codes of interest. Qualified vendors are encouraged to enroll to form profitable partnerships with the County. Registration requires additional documentation submission and is necessary before a contract can be awarded.
Appirio Lead Generation presentation on SalesforceHemant Mishra
Salesforce allows organizations to streamline business processes through its customer relationship management technology and cloud computing capabilities. It provides tools to manage leads, contacts, accounts, campaigns and analytics to optimize collaboration and enhance the customer experience. Key features include tabs to create and view campaigns, leads and contacts, import and export data, send mass emails, and access reports, dashboards and chatter for collaboration.
This business plan is for a new company that provides unspecified products and services. It outlines the management team and shareholders, describes the products and services as well as the target market. Financial projections estimate sales growth and profitability over three years. The plan also discusses marketing strategy, competition, and requires funding to hire staff and expand operations.
The document provides guidance for foreign vendors on registering as a supplier with Miami-Dade County. It outlines the multi-step process, including vendor enrollment to receive bid notifications, and vendor registration which is required to be awarded contracts and receive payments. It details the vendor registration application sections and pages, and notes that foreign vendors should submit an IRS W-8 form to obtain a vendor identification number from the County Finance Department instead of a US Federal Employer Identification Number. The guide aims to help potential vendors successfully partner with the County through understanding and navigating the rules and processes.
In previous presentations, we showed you how to choose a CRM system and gave you a comparison of the top 4 CRM software options for small businesses. If you followed our advice and chose Insightly for your CRM, it’s now time to set it up. That’s the topic of today’s presentation.
See more at: http://fitsmallbusiness.com/how-to-set-up-insightly/
The document provides an overview of the Paytm Mall seller panel. It discusses how to log into the seller panel using the registered email and password. It describes the various sections of the seller panel including the dashboard, orders, catalog, payments, returns, loans, and file center. The dashboard section allows sellers to view key metrics like total sales, items sold, orders cancelled, revenue lost, shipment timelines, payments released, and out of stock products. It provides guidance on navigating the different areas of the seller panel and obtaining support.
This document is a sample business plan template that includes an executive summary, company description, market analysis, marketing/sales strategy, research and development plans, staffing and operations details, financial projections, sales pipeline, and funding requirements. It provides guidance on the key elements to include in each section and recommends formatting for things like the SWOT analysis, management chart, and financial statements. The template aims to help users structure a full business plan to secure funding.
A refresher on how to manage sales leads in iDSS. Get familiar with lead distribution and take home actionable ways to improve your leads workflow so you can win new business.
The document discusses navigating and understanding the features of the Paytm Mall seller panel. It provides instructions on how to log in to the seller panel, navigate the different sections like dashboard, orders, catalog, payments, and support. It explains the key information available on the dashboard like sales, items sold, cancellations, revenue, shipments and payments. It also outlines best practices for raising tickets on the support panel and describes the various training modules available.
Understand your seller panel - Wholesalepaytmslides2
The document discusses navigating and understanding the key features of the Paytm Mall seller panel. It provides guidance on logging in, understanding the dashboard and navigation tabs, viewing profiles, raising support tickets, and accessing training modules. The dashboard allows sellers to track orders, sales, payments, stock levels, and cancellations to evaluate business performance within set date ranges. Support tickets should include order IDs and issue details for fast resolution. Overall, the seller panel is a centralized hub for sellers to manage their business, products, payments and support needs on the Paytm Mall marketplace.
The document provides an overview of the Paytm Mall seller panel and its key features. It discusses how sellers can login to their panel, navigate the different sections, view their profile and agreement details. The dashboard helps sellers track order performance, sales, cancellations, shipments and payments. It also outlines the support and training tabs where sellers can get help or self-train on issues. The catalogue, orders, payments and other tabs allow sellers to manage product listings, orders and payments.
The newsletter provides updates on NADA-24's customer survey platform. It announces that they are seeking new members for a Dealer Advisory Board which provides feedback. It also notes that displaying the dealership phone number instead of NADA-24's number can decrease survey completion rates. Several new features are highlighted for the website reports including customizing the customer feedback report and adding a "Do Not Call" list. The manual is updated and training is available for using the new features.
Increase Efficiency with Enhanced Payroll ServicesInsideUp
This document provides information on selecting a payroll services vendor. It discusses the benefits of outsourcing payroll processing and highlights important criteria for choosing a vendor, such as reliability, communication, cost, and expertise. Several top payroll services companies are listed and described, including ADP, Paychex, Paylocity, and SurePayroll. The document emphasizes performing thorough reference checks and considering unbiased sources when evaluating potential vendors.
Odoo ERP makes it easy to maintain your suppliers in a simple way. Every operation and process regarding your suppliers or vendors can be automated with the Odoo Purchase management tool.
By efficiently managing your vendors, you can easily conduct contract negotiations and might be able to create and support standards for your vendors.
The document provides information about navigating and using the features of the Paytm Mall seller panel. It discusses how to log in to the seller panel, navigate the different tabs including dashboard, orders, catalog, payments, reports, and support. It explains the key information available on the dashboard regarding orders, sales, inventory levels, cancellations and payments. Additional tabs like profile, training and services are also summarized. The document provides guidance on best practices for raising support tickets and accessing resources to help sellers manage their business operations on the marketplace.
The document provides information about navigating and using the features of the Paytm Mall seller panel. It discusses how to log in to the seller panel, navigate the different tabs including dashboard, orders, catalog, payments, reports, and support. It explains the key information available on the dashboard regarding orders, sales, inventory levels, cancellations and payments. Additional tabs like profile, training and services are also summarized. The document provides guidance on best practices for raising support tickets and accessing resources to help sellers manage their business operations on the marketplace.
This document provides instructions for sellers and service providers to list products and services on the Catalogue Management System. It outlines the step-by-step process to add a new offering including selecting a product category, filling in details, uploading images and specifications. It also describes options to clone an existing catalogue, pair a new product, and declare country of origin and local content as applicable. The goal is to enable easy broadcasting of inventory to buyers on the government marketplace portal.
The document discusses Freedom Software's planning module which includes work orders and route sheets. It provides details on how to create different types of work orders like sales, inventory, labor work orders. It explains how to add items, customer, and other details while creating a work order. It also describes how to create a route sheet by selecting a work order and item and defining the production processes, raw materials, tools, and machines required. The document provides information on accessing, editing, approving, and closing work orders and route sheets as well as various reports available in the planning module.
Cosa hanno in comune un mattoncino Lego e la backdoor XZ?Speck&Tech
ABSTRACT: A prima vista, un mattoncino Lego e la backdoor XZ potrebbero avere in comune il fatto di essere entrambi blocchi di costruzione, o dipendenze di progetti creativi e software. La realtà è che un mattoncino Lego e il caso della backdoor XZ hanno molto di più di tutto ciò in comune.
Partecipate alla presentazione per immergervi in una storia di interoperabilità, standard e formati aperti, per poi discutere del ruolo importante che i contributori hanno in una comunità open source sostenibile.
BIO: Sostenitrice del software libero e dei formati standard e aperti. È stata un membro attivo dei progetti Fedora e openSUSE e ha co-fondato l'Associazione LibreItalia dove è stata coinvolta in diversi eventi, migrazioni e formazione relativi a LibreOffice. In precedenza ha lavorato a migrazioni e corsi di formazione su LibreOffice per diverse amministrazioni pubbliche e privati. Da gennaio 2020 lavora in SUSE come Software Release Engineer per Uyuni e SUSE Manager e quando non segue la sua passione per i computer e per Geeko coltiva la sua curiosità per l'astronomia (da cui deriva il suo nickname deneb_alpha).
Maruthi Prithivirajan, Head of ASEAN & IN Solution Architecture, Neo4j
Get an inside look at the latest Neo4j innovations that enable relationship-driven intelligence at scale. Learn more about the newest cloud integrations and product enhancements that make Neo4j an essential choice for developers building apps with interconnected data and generative AI.
Master revised vendor guide to doing business mast wordProColombia
The document provides guidance to vendors on doing business with Miami Dade County. It outlines the vendor enrollment and registration processes, which allow vendors to receive notifications about bid opportunities and be eligible for contract awards and payment, respectively. The enrollment form collects company and contact information as well as commodity codes of interest. Qualified vendors are encouraged to enroll to form profitable partnerships with the County. Registration requires additional documentation submission and is necessary before a contract can be awarded.
Appirio Lead Generation presentation on SalesforceHemant Mishra
Salesforce allows organizations to streamline business processes through its customer relationship management technology and cloud computing capabilities. It provides tools to manage leads, contacts, accounts, campaigns and analytics to optimize collaboration and enhance the customer experience. Key features include tabs to create and view campaigns, leads and contacts, import and export data, send mass emails, and access reports, dashboards and chatter for collaboration.
This business plan is for a new company that provides unspecified products and services. It outlines the management team and shareholders, describes the products and services as well as the target market. Financial projections estimate sales growth and profitability over three years. The plan also discusses marketing strategy, competition, and requires funding to hire staff and expand operations.
The document provides guidance for foreign vendors on registering as a supplier with Miami-Dade County. It outlines the multi-step process, including vendor enrollment to receive bid notifications, and vendor registration which is required to be awarded contracts and receive payments. It details the vendor registration application sections and pages, and notes that foreign vendors should submit an IRS W-8 form to obtain a vendor identification number from the County Finance Department instead of a US Federal Employer Identification Number. The guide aims to help potential vendors successfully partner with the County through understanding and navigating the rules and processes.
In previous presentations, we showed you how to choose a CRM system and gave you a comparison of the top 4 CRM software options for small businesses. If you followed our advice and chose Insightly for your CRM, it’s now time to set it up. That’s the topic of today’s presentation.
See more at: http://fitsmallbusiness.com/how-to-set-up-insightly/
The document provides an overview of the Paytm Mall seller panel. It discusses how to log into the seller panel using the registered email and password. It describes the various sections of the seller panel including the dashboard, orders, catalog, payments, returns, loans, and file center. The dashboard section allows sellers to view key metrics like total sales, items sold, orders cancelled, revenue lost, shipment timelines, payments released, and out of stock products. It provides guidance on navigating the different areas of the seller panel and obtaining support.
This document is a sample business plan template that includes an executive summary, company description, market analysis, marketing/sales strategy, research and development plans, staffing and operations details, financial projections, sales pipeline, and funding requirements. It provides guidance on the key elements to include in each section and recommends formatting for things like the SWOT analysis, management chart, and financial statements. The template aims to help users structure a full business plan to secure funding.
A refresher on how to manage sales leads in iDSS. Get familiar with lead distribution and take home actionable ways to improve your leads workflow so you can win new business.
The document discusses navigating and understanding the features of the Paytm Mall seller panel. It provides instructions on how to log in to the seller panel, navigate the different sections like dashboard, orders, catalog, payments, and support. It explains the key information available on the dashboard like sales, items sold, cancellations, revenue, shipments and payments. It also outlines best practices for raising tickets on the support panel and describes the various training modules available.
Understand your seller panel - Wholesalepaytmslides2
The document discusses navigating and understanding the key features of the Paytm Mall seller panel. It provides guidance on logging in, understanding the dashboard and navigation tabs, viewing profiles, raising support tickets, and accessing training modules. The dashboard allows sellers to track orders, sales, payments, stock levels, and cancellations to evaluate business performance within set date ranges. Support tickets should include order IDs and issue details for fast resolution. Overall, the seller panel is a centralized hub for sellers to manage their business, products, payments and support needs on the Paytm Mall marketplace.
The document provides an overview of the Paytm Mall seller panel and its key features. It discusses how sellers can login to their panel, navigate the different sections, view their profile and agreement details. The dashboard helps sellers track order performance, sales, cancellations, shipments and payments. It also outlines the support and training tabs where sellers can get help or self-train on issues. The catalogue, orders, payments and other tabs allow sellers to manage product listings, orders and payments.
The newsletter provides updates on NADA-24's customer survey platform. It announces that they are seeking new members for a Dealer Advisory Board which provides feedback. It also notes that displaying the dealership phone number instead of NADA-24's number can decrease survey completion rates. Several new features are highlighted for the website reports including customizing the customer feedback report and adding a "Do Not Call" list. The manual is updated and training is available for using the new features.
Increase Efficiency with Enhanced Payroll ServicesInsideUp
This document provides information on selecting a payroll services vendor. It discusses the benefits of outsourcing payroll processing and highlights important criteria for choosing a vendor, such as reliability, communication, cost, and expertise. Several top payroll services companies are listed and described, including ADP, Paychex, Paylocity, and SurePayroll. The document emphasizes performing thorough reference checks and considering unbiased sources when evaluating potential vendors.
Odoo ERP makes it easy to maintain your suppliers in a simple way. Every operation and process regarding your suppliers or vendors can be automated with the Odoo Purchase management tool.
By efficiently managing your vendors, you can easily conduct contract negotiations and might be able to create and support standards for your vendors.
The document provides information about navigating and using the features of the Paytm Mall seller panel. It discusses how to log in to the seller panel, navigate the different tabs including dashboard, orders, catalog, payments, reports, and support. It explains the key information available on the dashboard regarding orders, sales, inventory levels, cancellations and payments. Additional tabs like profile, training and services are also summarized. The document provides guidance on best practices for raising support tickets and accessing resources to help sellers manage their business operations on the marketplace.
The document provides information about navigating and using the features of the Paytm Mall seller panel. It discusses how to log in to the seller panel, navigate the different tabs including dashboard, orders, catalog, payments, reports, and support. It explains the key information available on the dashboard regarding orders, sales, inventory levels, cancellations and payments. Additional tabs like profile, training and services are also summarized. The document provides guidance on best practices for raising support tickets and accessing resources to help sellers manage their business operations on the marketplace.
This document provides instructions for sellers and service providers to list products and services on the Catalogue Management System. It outlines the step-by-step process to add a new offering including selecting a product category, filling in details, uploading images and specifications. It also describes options to clone an existing catalogue, pair a new product, and declare country of origin and local content as applicable. The goal is to enable easy broadcasting of inventory to buyers on the government marketplace portal.
The document discusses Freedom Software's planning module which includes work orders and route sheets. It provides details on how to create different types of work orders like sales, inventory, labor work orders. It explains how to add items, customer, and other details while creating a work order. It also describes how to create a route sheet by selecting a work order and item and defining the production processes, raw materials, tools, and machines required. The document provides information on accessing, editing, approving, and closing work orders and route sheets as well as various reports available in the planning module.
Cosa hanno in comune un mattoncino Lego e la backdoor XZ?Speck&Tech
ABSTRACT: A prima vista, un mattoncino Lego e la backdoor XZ potrebbero avere in comune il fatto di essere entrambi blocchi di costruzione, o dipendenze di progetti creativi e software. La realtà è che un mattoncino Lego e il caso della backdoor XZ hanno molto di più di tutto ciò in comune.
Partecipate alla presentazione per immergervi in una storia di interoperabilità, standard e formati aperti, per poi discutere del ruolo importante che i contributori hanno in una comunità open source sostenibile.
BIO: Sostenitrice del software libero e dei formati standard e aperti. È stata un membro attivo dei progetti Fedora e openSUSE e ha co-fondato l'Associazione LibreItalia dove è stata coinvolta in diversi eventi, migrazioni e formazione relativi a LibreOffice. In precedenza ha lavorato a migrazioni e corsi di formazione su LibreOffice per diverse amministrazioni pubbliche e privati. Da gennaio 2020 lavora in SUSE come Software Release Engineer per Uyuni e SUSE Manager e quando non segue la sua passione per i computer e per Geeko coltiva la sua curiosità per l'astronomia (da cui deriva il suo nickname deneb_alpha).
Maruthi Prithivirajan, Head of ASEAN & IN Solution Architecture, Neo4j
Get an inside look at the latest Neo4j innovations that enable relationship-driven intelligence at scale. Learn more about the newest cloud integrations and product enhancements that make Neo4j an essential choice for developers building apps with interconnected data and generative AI.
UiPath Test Automation using UiPath Test Suite series, part 5DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 5. In this session, we will cover CI/CD with devops.
Topics covered:
CI/CD with in UiPath
End-to-end overview of CI/CD pipeline with Azure devops
Speaker:
Lyndsey Byblow, Test Suite Sales Engineer @ UiPath, Inc.
TrustArc Webinar - 2024 Global Privacy SurveyTrustArc
How does your privacy program stack up against your peers? What challenges are privacy teams tackling and prioritizing in 2024?
In the fifth annual Global Privacy Benchmarks Survey, we asked over 1,800 global privacy professionals and business executives to share their perspectives on the current state of privacy inside and outside of their organizations. This year’s report focused on emerging areas of importance for privacy and compliance professionals, including considerations and implications of Artificial Intelligence (AI) technologies, building brand trust, and different approaches for achieving higher privacy competence scores.
See how organizational priorities and strategic approaches to data security and privacy are evolving around the globe.
This webinar will review:
- The top 10 privacy insights from the fifth annual Global Privacy Benchmarks Survey
- The top challenges for privacy leaders, practitioners, and organizations in 2024
- Key themes to consider in developing and maintaining your privacy program
Why You Should Replace Windows 11 with Nitrux Linux 3.5.0 for enhanced perfor...SOFTTECHHUB
The choice of an operating system plays a pivotal role in shaping our computing experience. For decades, Microsoft's Windows has dominated the market, offering a familiar and widely adopted platform for personal and professional use. However, as technological advancements continue to push the boundaries of innovation, alternative operating systems have emerged, challenging the status quo and offering users a fresh perspective on computing.
One such alternative that has garnered significant attention and acclaim is Nitrux Linux 3.5.0, a sleek, powerful, and user-friendly Linux distribution that promises to redefine the way we interact with our devices. With its focus on performance, security, and customization, Nitrux Linux presents a compelling case for those seeking to break free from the constraints of proprietary software and embrace the freedom and flexibility of open-source computing.
A tale of scale & speed: How the US Navy is enabling software delivery from l...sonjaschweigert1
Rapid and secure feature delivery is a goal across every application team and every branch of the DoD. The Navy’s DevSecOps platform, Party Barge, has achieved:
- Reduction in onboarding time from 5 weeks to 1 day
- Improved developer experience and productivity through actionable findings and reduction of false positives
- Maintenance of superior security standards and inherent policy enforcement with Authorization to Operate (ATO)
Development teams can ship efficiently and ensure applications are cyber ready for Navy Authorizing Officials (AOs). In this webinar, Sigma Defense and Anchore will give attendees a look behind the scenes and demo secure pipeline automation and security artifacts that speed up application ATO and time to production.
We will cover:
- How to remove silos in DevSecOps
- How to build efficient development pipeline roles and component templates
- How to deliver security artifacts that matter for ATO’s (SBOMs, vulnerability reports, and policy evidence)
- How to streamline operations with automated policy checks on container images
Building RAG with self-deployed Milvus vector database and Snowpark Container...Zilliz
This talk will give hands-on advice on building RAG applications with an open-source Milvus database deployed as a docker container. We will also introduce the integration of Milvus with Snowpark Container Services.
GraphSummit Singapore | The Art of the Possible with Graph - Q2 2024Neo4j
Neha Bajwa, Vice President of Product Marketing, Neo4j
Join us as we explore breakthrough innovations enabled by interconnected data and AI. Discover firsthand how organizations use relationships in data to uncover contextual insights and solve our most pressing challenges – from optimizing supply chains, detecting fraud, and improving customer experiences to accelerating drug discoveries.
“An Outlook of the Ongoing and Future Relationship between Blockchain Technologies and Process-aware Information Systems.” Invited talk at the joint workshop on Blockchain for Information Systems (BC4IS) and Blockchain for Trusted Data Sharing (B4TDS), co-located with with the 36th International Conference on Advanced Information Systems Engineering (CAiSE), 3 June 2024, Limassol, Cyprus.
Communications Mining Series - Zero to Hero - Session 1DianaGray10
This session provides introduction to UiPath Communication Mining, importance and platform overview. You will acquire a good understand of the phases in Communication Mining as we go over the platform with you. Topics covered:
• Communication Mining Overview
• Why is it important?
• How can it help today’s business and the benefits
• Phases in Communication Mining
• Demo on Platform overview
• Q/A
Essentials of Automations: The Art of Triggers and Actions in FMESafe Software
In this second installment of our Essentials of Automations webinar series, we’ll explore the landscape of triggers and actions, guiding you through the nuances of authoring and adapting workspaces for seamless automations. Gain an understanding of the full spectrum of triggers and actions available in FME, empowering you to enhance your workspaces for efficient automation.
We’ll kick things off by showcasing the most commonly used event-based triggers, introducing you to various automation workflows like manual triggers, schedules, directory watchers, and more. Plus, see how these elements play out in real scenarios.
Whether you’re tweaking your current setup or building from the ground up, this session will arm you with the tools and insights needed to transform your FME usage into a powerhouse of productivity. Join us to discover effective strategies that simplify complex processes, enhancing your productivity and transforming your data management practices with FME. Let’s turn complexity into clarity and make your workspaces work wonders!
Removing Uninteresting Bytes in Software FuzzingAftab Hussain
Imagine a world where software fuzzing, the process of mutating bytes in test seeds to uncover hidden and erroneous program behaviors, becomes faster and more effective. A lot depends on the initial seeds, which can significantly dictate the trajectory of a fuzzing campaign, particularly in terms of how long it takes to uncover interesting behaviour in your code. We introduce DIAR, a technique designed to speedup fuzzing campaigns by pinpointing and eliminating those uninteresting bytes in the seeds. Picture this: instead of wasting valuable resources on meaningless mutations in large, bloated seeds, DIAR removes the unnecessary bytes, streamlining the entire process.
In this work, we equipped AFL, a popular fuzzer, with DIAR and examined two critical Linux libraries -- Libxml's xmllint, a tool for parsing xml documents, and Binutil's readelf, an essential debugging and security analysis command-line tool used to display detailed information about ELF (Executable and Linkable Format). Our preliminary results show that AFL+DIAR does not only discover new paths more quickly but also achieves higher coverage overall. This work thus showcases how starting with lean and optimized seeds can lead to faster, more comprehensive fuzzing campaigns -- and DIAR helps you find such seeds.
- These are slides of the talk given at IEEE International Conference on Software Testing Verification and Validation Workshop, ICSTW 2022.
Let's Integrate MuleSoft RPA, COMPOSER, APM with AWS IDP along with Slackshyamraj55
Discover the seamless integration of RPA (Robotic Process Automation), COMPOSER, and APM with AWS IDP enhanced with Slack notifications. Explore how these technologies converge to streamline workflows, optimize performance, and ensure secure access, all while leveraging the power of AWS IDP and real-time communication via Slack notifications.
Monitoring Java Application Security with JDK Tools and JFR Events
SalesFundaa CRM Software FAQ's
1. Website: https://www.salesfundaa.com/
For Enquiries & Support Call: 92-35-35-35-35
About us:
SalesFundaa is a CRM software service for small and large scale business based in Mumbai. It is
a product of Dial N Search Pvt. Ltd. Get customized CRM software and pricing plans from our
expert in-house developers. Software is user friendly, web based, mobile responsive and comes
with 100% data security. The best Customer Relationship Management (CRM) software to help
you track the activities of your clients and prospect clients and thus reduce costs.
Contact us for a free demo.
SalesFundaa CRM - Frequently Asked Questions (FAQs)
Contents
1. Master
• Data Source
• Branch
• Organization Type
• Department
• Industry
• Services
• Manufacturer
• Category
• Product
• Organization Description
• Terms & Conditions
• Tax
• Reason
2. Organization
• Add New
• View Active Only
3. Contacts
• Add New
• Contact Lists
4. Enquiry
• Add New
• Enquiry List
2. • Services Enquiry
• Products Enquiry
5. Reports
• Enquiry Lists
• Services Enquiry
• Products Enquiry
• Enquiry by Lost Reason
• Meetings
• Comments
• Quotations
• Invoices
• Purchase Orders
• Invoices Against C Form
• Invoice Product
• Invoice Services
• Purchase Product
• Purchase Services
• Maintenance List
• Upcoming Maintenance
• Contracts
• Ticket
• Stock
• Payable Tax
• Collection Statement
• Statement
• TDS Dedicated by Customer
6. Employee
• Employee List
• Employee Group
• Add New Employee
7. Settings
• Common SMTP Settings
• SMTP Settings
• Change Password
• Email Campaign
• Quotation Design
• Invoice Design
• Sales Order Design
• General Settings
8. Dashboard
3. ------------------------------------------------------------------------------------------------------------------------
1. Master
• Data Source
Data source means from where you got the info of the lead, for example; from yellow pages, indiamart,
justdial etc.
• Branch
A company/organization can have more than one branch, you can add the branch details here.
A branch name can be added from here. Click on + icon and enter the following details and click save
icon:
Branch Name
Branch Manager
Contact No.
Contact Address
• Organization Type
You can differentiate organization type such as vendor, lead etc. Click + icon and enter the organization
type name and click save
• Department
Different departments in an organization can be added like Sales, IT , HR, etc.
• Industry
Industry types like chemical, plastic, agriculture etc can be added. Click + icon and save.
• Services
You can add service name of different types of service based on warranty, AMC, installation and can
assign a contract type on yearly, monthly and one time from the drop down list and enter rate for each
service.
• Manufacturer
You can add the manufacturer by clicking + icon and then save.
• Category
You can categorise the manufacturer like commercial accessory, smartphones, kitchen equipments etc.
by clicking + icon and then save.
• Product
4. In this section you can add the product details like the product name, category, manufacturer, no. Of
unit, rate etc.
Product details can be entered here. Click + icon and enter the following details:
Category
Manufacturer
Model No.
Item code
Product Name
Unit
Short Description
Rate
Default Tax
Part No.
Reorder Level
Opening Stock
Warranty
and click save
• Organization Description
A organization description is about the company data. Organization description can be added or edited
from here. Click New, enter company name in Subject field and write a description for the company in
the description field.
• Terms & Conditions
Terms & conditions are the general rules by which one must agree to abide in order to use a service.
Add or edit terms & conditions for each company from here. To add terms & conditions for an existing
company click the edit icon(pencil) and enter the contents. To add for a new company click New and in
the subject field enter the company name and in the below field enter the terms & conditions content.
• Tax
Enter tax name name and tax percentage by clicking + icon.
• Reason
Enquiry lost by reason can be entered from here, click + icon and enter the reason why the lead was
not converted into customer.
2. Organization
• Add New
5. In this section you can add organization data (purchaser, vendor etc) like company name, contact
person name, mobile no. Primary email, address and other important details about organization.
How to add Company/Organization details?
Organization → Add New
A new page opens up where you can enter the following details
Contact Person Name
Mobile No.
Email ID
Assigned To
Organization Name
Primary Phone
Secondary Phone
Fax
Primary Email
Secondary Email
Website
CST No.
TIN No.
Industry (sel. from drop down list)
Data Source
Address
Country
State
City/Town
Postal code
Organization Type
Description Type
Nature (i.e Hot, Cold, Mature, & Not Interested; where Hot means lead is very much interested in
buying your product/service, Cold means chances of this lead turning into a customer is less, Mature
means where the lead is converted into a customer and Not Interested means where the lead is not
interested in buying a product/service)
• View Active Only
In this list you can view organization and its details. Here you can select an organization by
clicking on the check box and send them email campaigns, delete the organization, transfer
selected ownership to another employee, import a csv file to upload organization details and
export the selected data to excel sheet.
Organization → View Active Only
6. 3. Contacts
Here you can add details of the contact.
• Add New
Here you can save the following details
Select Organization
Full Name
Mobile No.
Date of Birth
Anniversary Date
Email Id
Designation
You can also attach documents by click and drag options.
• Contact Lists
In this section you can view all the existing contact.
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4. Enquiry
• Add New
Here you can add an enquiry received by entering the following details
Organization/Company Name
Phone No.
Add Notes/Description if any and click Next
Once you click Next, you can differentiate enquiry into Product Enquiry OR Service Enquiry
Click on the respective + icon to add enquiry details and click Save.
• Enquiry List
Here you can view all the enquiries saved and its Nature & current status.
• Service Enquiry
Here you can view all the service enquiry saved and its Nature & current status.
• Products Enquiry
Here you can view all the products enquiry saved and its Nature & current status.
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5. Reports
• Enquiry Lists
Here you can view all the enquiries saved along with their current Status & Nature.
• Services Enquiry
Here you can view all the service enquiries saved along with their current Status & Nature
• Products Enquiry
View all the products enquiries saved along with their current Status & Nature.
Authorised user can update the status of each enquiry to Hot, Cold, Mature OR Not Interested
7. • Enquiry by Lost Reason
All the enquiries which were not converted to sales and its reason can be viewed here.
All the enquiries(lead) does not convert into customer. Reason may be due to non-availability of
product, product/service not as per customer expectation, product or service available at a cheaper
price through your competitor.etc. In this case you can add reason to the enquiry.
How to add Enquiry Lost Reason?
Enquiry → Enquiry List → click on the organization name → select ‘Not Interested’ icon (at right bottom
side of page) → select any one reason from drop down list (see screenshot 2) → Enter the reason in
comment section and click Post.
Lost Reason-Screenshot 1
Lost Reason-Screenshot 2
• Meetings
8. View all the meeting scheduled and their current status
• Comments
View all the comments against each Organisation name
• Quotations
View all the quotation prepared and sent. User can also edit the quotation and email it to concerned
person.
• Purchase Orders
View all the purchase orders. User can also edit the purchase order and email it to concerned person.
How to make a Purchase Order?
Here you can add all the entries for purchases made. All the purchases details can be viewed here.
A purchase order is a written authorization from a buyer to acquire goods or services.
You can also make a purchase order through the following steps:
Click on Organization name[vendor list] (see Purchase order-screenshot 1)→ click on 3 dots on right
hand top and click New Purchase
Select description from drop down list (see Purchase Order-Screenshot 3) and enter the following
details (Purchase Order-Screenshot 4)
Product
Description
Quantity
Unit
Discount Type
Rate
Discount
Tax Name
Tax (%)
Click Save and show details
Purchase order details will be displayed and you can also cancel and edit the order.(Purchase Order-
Screenshot 5)
Purchase Order-Screenshot 1
10. Purchase Order-Screenshot 4
Purchase Order-Screenshot 5
• Invoices Against C Form
View all the invoices against C form.
• Invoice Product
View all the product invoice
• Invoice Services
View all service invoice
• Purchase Product
View all the product purchases
• Purchase Services
View all the service purchases
• Maintenance List
View the maintenance against each organization name and their status i.e. Active or Expired.
11. In the below screenshot you can see maintenance list and filter the list to nearest date of maintenance
by clicking Contract End Date.
Maintenance List - Screenshot 1
• Upcoming Maintenance
In this list you can view maintenance of each client. View all the upcoming maintenance against each
organization, filter the list as per maintenance completed and not completed. (see Upcoming
Maintenance - Screenshot 1)
Here you can also assign the maintenance work to an engineer by clicking ‘Assigned Engineer; icon.
(see Upcoming Maintenance - Screenshot 2), a dialog box will open then select the engineer you want
to assign the work. (see Upcoming Maintenance - Screenshot 3)
13. Upcoming Maintenance - Screenshot 3
• Contracts
View all the active and expired contracts of different services.
You can filter the list from contracts date ending nearest.
• Ticket
View all the complaints raised against product/service and reply as per ticket priority.
How to raise a Ticket(complaint)?
A Ticket is raised when you want to intimate the support team about issues faced while using the
product or service. Once the ticket is raised, the support team is intimated and action is being taken to
resolve the issue. You can raise a ticket by following the below steps:
In Organization window click on 3 dots on top right side of the window. → New Ticket (see Ticket-
screenshot 1)→ click on product or service on which you are having an issue (see Ticket-Screenshot
2)→ Subject (write about the issue in one line) → select billing, sales or support as per department →
click on priority (see Ticket-Screenshot 3) → Write Description (write about the issuea/problem in detail)
-- click Save. Ticket has been raised and is intimated to the support team. (see Ticket-Screenshot 4)
You can also reply on the ticket with the support team. Once you issue is resolved the ticket will be
closed by the support team.
Ticket-Screenshot 1
15. How assign a Ticket(complaint) to an employee?
Once a ticket is raised, it should be assigned to an engineer. Multiple tickets can be assigned to one
engineer. In some cases due to complexity of the complaint one ticket can be assigned to more than
one engineer.
Follow the below steps to assign one ticket to an engineer:
Click on Reports --> Ticket --> (see screenshot 5) Select the ticket you want to assign by clicking on the
checkbox --> Click on the ‘assigned engineer’ icon (see screenshot 6) --> a box will open, select the
engineer’s name from the drop down list (see screenshot 7) and click Transfer (see screenshot 8)
Ticket – Screenshot 5
17. Ticket - Screenshot 8
Similarily, one ticket can be assigned to multiple engineer by selecting one ticket and assigning it to
more than one engineer.
And, multiple tickets can be assigned to one engineer.
18. • Stock***
View the number of stocks available against each product name.
• Payable Tax
• Collection Statement
Here a user can view all the collections from the products/service sold, payment method done, status of
the cheque, invoice no., date of payment done etc.
• Statement
• TDS Dedicated by Customer
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6. Employee
• Employee List
Here you can see employee data of your company. Details like employee id, name, department, contact
details, basic salary etc can be viewed here.
Employee → Employee List → click on + icon and enter the employee details
• Employee group
In an organization there are employees at various levels depending upon their seniority like Level 1,
Level 2 etc. So you can create an employee group.
Click on Employee → Employee Group → click on + icon and enter group name and click Save icon.
• Add a New Employee
No employee stays forever, they come and go. Here new employee detail can be added
Here you can add employee details of your company.
Click on Employee → Add New Employee
Once clicked a new page opens where you can enter the following details of the employee:
Employee ID
Branch (sel. from drop down list)
Department (sel. from drop down list)
First Name
Last Name
Designation
Qualification
Primary Phone
Secondary Phone
19. Date of Birth
Date of Joining
Emergency Contact No
Primary Email
Secondary Email
Basic Salary
Work Experience
Employee Rights Group (sel. from drop down list)
Reports To
Document No.
Address
Password
Country
State
City/Town
Postal code
Once the details are entered click on Save
Login Id and password of the user will be Employee ID and Password entered respectively.
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7. Settings
• Common SMTP Settings/SMTP Settings
SMTP helps in sending out email messages. Here you can configure SMTP settings.
Each user has a different SMTP setting. Setting can be updated through the following way:
Click Common SMTP settings and enter the following details
SMTP Host Name
SMTP Port
Security Type (select SSL, TLS, None)
Required Authentication (select Yes/No)
SMTP User Name (your authorised email id)
SMTP Password
Email From (your authorised email id)
Display Name (The name you want to display)
Reply To email id
• Change Password
Authorised user can change password by putting in old password and entering new password twice.
• Email Campaign
20. Email campaigns are sent to a targeted list of recipients. The message may be of some promotional
offers, invitation for a promotional event, wishing the recipient on special occasions or festivals.
Here you can save the email campaigns by clicking New button.
How to create and send an email campaign?
If you want to send an email to your client for example wishing anniversary, birthday, festivals or
sending a promotional email or any other communication, you can save these sort of email campaigns
by going to
Settings → Email Campaign → click on new → Enter the Subject and description of the email campaign
and click on Save. (see the below screenshot)
Email Campaign – Screenshot 1
You can send the saved email campaign through the following
Organization → View Active Only → click on organization name you want to send the email → click
Send Mail icon (see Email Campaign-screenshot 2) → select saved campaign from drop down list →
click on Send Mail.
Email Campaign – Screenshot 2
21. How to send same email campaign to multiple clients?
You also have the option to send email campaigns to more than one clients through the following way:
Organization → View Active Only → Select the checkbox next to organization name you want to send
the email → click Send Mail icon → select saved campaign from drop down list (see Email Campaign-
Screenshot 3)→ click on Send Mail → click Yes to send the mail. ( see Email Campaign-Screenshot 4)
Email Campaign – Screenshot 3
Email Campaign – Screenshot 4
22. • Quotation Design
Quotation is a formal statement setting out the estimated cost for a particular job or service.
You can design a quotation by drag and drop options here.
How to prepare a Quotation for a Lead?
Quotation can be sent on the request of a lead or beforehand.
To prepare a quotation follow these steps:
Enquiry → Enquiry List → click on the on the organization name that you want to send a quotation
Quotation-Screenshot 1
Click Create Quotation (see Quotation-Screenshot 1) button and make sure the following details are
filled:
23. Quotation-Screenshot 2
Select Contact Person
Quotation Date
Valid Till (quotation will be valid upto this date)
Enter detailed description of the quotation and click Next
Here there can be two scenario, either the lead has enquired about Product or Services. So for
example, the lead has enquired about a product then click on + icon and enter the following details:
Quotation-Screenshot 3
Product (select your product enquired by lead)
Description (of the product)
Quantity
Unit
Discount Type (select from percentage or amount)
Discount
24. Rate
Tax Name
Tax (%)
Once you entered the above details, click Save and show details
Quotation-Screenshot 4
You can also edit the quotation from here (see quotation screenshot-4) and send it to the lead by
clicking on email icon.
• Invoice Design
An invoice is a commercial document that itemizes a transaction between a buyer and a seller.
In this option you can design invoice.
Here a user can design an invoice.
How to create a New Invoice?
You can create an invoice through the following method. Go to,
Organization → View Active Only → click on the 3 dots on top right (see screenshot 1)→ click on New
Invoice
Invoice-Screenshot 1
25. Invoice-Screenshot 2
Once clicked the above screen (screenshot 2) will open where you have to fill the following details:
Contact Person Name
Invoice Date
Due Date
Select description from drop down list OR enter your new description
Click Next
Click Products or Services and make sure all the following details are filled up
In case of Products: (see Invoice- Screenshot 3)
Product
Description
Quantity
Unit
Discount Type
Rate
26. Discount
Tax Name
Tax(%)
Click Save and Show Details
In case of Services
Service
Quantity
Rate
Unit
Discount Type
Discount
Tax Name
Tax (%)
Click Save and Show Details
Invoice-Screenshot 4
27. As show in the above screenshot you can...
• Edit the saved Invoice by clicking Edit icon or Edit this Invoice button.
• Update the status of the invoice by tagging them as Paid, Unpaid, Cancel.
• Update the payment received mode by clicking Receive Payment option. Once you click the
button, three options i.e. Receive Payment By NEFT, by Cheque & by Cash will be shown. Click
on the correct option and update the payment details and click Save.
• Sales Order Design
Sales Order is an order issued by a business or sole trader to a customer.
In this option you can design sales order invoice.
• General Settings
In this option you can can set the limit for Minimum ticket reply, service tax, Swachh Bharat Cess and
Krushi Kalyan Cess
How to check and enable Login details of a contact?
You can enable and view the login details like Login ID, primary email of a contact.
Click on a contact Name → Login Details (last option on left hand side)
Once clicked you can view the Login details and Primary email for the contact and you also have the
authority to enable and disable login for the contact.
How to transfer ownership of an enquiry?
Transfer of ownership here means assigning the lead to some other employee which is currently
assigned to you.
You can transfer the ownership of the lead/enquiry to other employee. For that follow these steps:
In Organization click ‘view active only’ --> select the organization you want to transfer ownership -->
click on Transfer selected ownership --> Select the employee to which you want to transfer ownership
--> click Transfer --> click Yes. ( see the below screenshots)
Ownership Transfer – Screenshot 1
29. 8. Dashboard
Here you can view all the summary of the important activities like enquiry status, upcoming
reminders, invoice overviews, overdues reminder, stock, purchase overviews, complaint status,
comment count (see screenshot below)