How to create Campaings in Education CRM – vTiger crm / lead management/ student management/ salesforce automation/ campaing tool
This video gives you an overview on how to create different campaigns in Education CRM.
See our video on creating a lead in vTiger.
“The level of consistency and dedication Bista has shown towards our project is the driving force behind the project and all that is to come! We, at Reliance, are so thankful to have you as our partners in this endeavor. We’ve grown together and learned a lot from each other over the last few months. I am sure that will only continue as we progress on our journey of innovation together.”
– Sahej Singh – Business Intelligence & Strategy Manager
“I wanted to let you know how much I appreciate your team for all the help and custom work that they have done on our behalf. Priyesh and Pratik, and the entire offshore team have been really responsive to our operational needs. Thank you again for the hard work.”
– Camille Thompson – Data Manager
“Since [we’ve started] working with the team of Mr. Pradeep […] we’re receiving quality replies on time and we’re really enjoying working with him and his team. As the collaboration is going so well, we have started to use Odoo for more […] things in our company and we’re continuing with change requests to adapt the system to our needs. I want to thank Mr. Pradeep and his team for [their] ongoing support.”
– Ralf Klinger – Technical Field Service Manager
“Also want to make a quick mention of the support team. We have been working with them for a while now and Pradeep and his team members […] have done a commendable job in making sure our tickets are handled in [a] timely manner and they are very easy to work with and very approachable.”
– Subhrajeet Sabhapandit IT Manager
“Just wanted to drop a quick line to say thank you for all your efforts in supporting us in our needs for Odoo v12 Enterprise. You have been prompt in responding to our many support requests. Pradeep and Mansy are always eager to help and informative with instruction when needed. As a business owner, I’m happy we selected your firm to be our Odoo ERP support provider. Looking forward to growing over the coming years with your support.”
– Derek Lindeborg – Owner
“Now that we have completed the launch of our new Odoo website, I wanted to take a moment to thank you and [the Bista] team for all the hard work it has taken to get us here. After many months of planning and development, we are now using Odoo for many of our critical business processes: Accounting, Recruitment, Expenses, RMAs, Customer Portal, Credit Card Processing, as well as storing our Product and Partner Master Data. This would not have been possible without your team’s dedication and expertise. Our team is very excited to tackle the last and most important Repair Operations module in the upcoming weeks. We are confident that you will continue to provide excellent service, and we look forward to achieving this major milestone together! Thank you!”
– Gary Fredricks – President
“One of the biggest things for us is lot tracking through our entire manufacturing process from sourcing raw materials, to subcontractors, to in-house manufacturing, and sales to end users and commercial loaders. Because some of our products are restricted in certain locales, we needed to be able to block purchase in those cases. We are also big fans of open source software. [We found Bista] through originally a duckduckgo search, but after speaking with them, and another one of their customers who is well known in our industry, we felt confident they could deliver what we needed for a fair price in a reasonable time (which they have done). [Bista] feels more like a partner than a regular vendor, very responsive to questions and concerns even though the project has been put in production. Their bid was reasonable to start, but still came in under budget and under hours, which can be difficult to do. [Overall experience working with Bista was] excellent and comfortable. I can’t count the hours of misery that Bista has saved me from.”
– Michael Riettini – (Managing Member and COO) Kerrville, TX
“Bista was one of Odoo’s largest implementation partners, so we were introduced through Odoo. They had a good reputation and we had talked extensively with other people that had worked with Bista, so we felt comfortable starting out with them. And we’ve now been working with them for over two years, so we’re quite happy with our decision. We work directly with all the development team. We considered them part of our teams; all of our daily meetings, all of our discussions, [they] were an integral part of that. Even though we had to change quite a few things midway through the project, because we work so closely, because they understood our poor business process and what we were trying to do, we were able to adapt and still deliver on-time, at the same budget. […] I think [Bista] has been a great partner. It’s one of the reasons we’ve been working with them for multiple years now, even after the initial project finished. I think they have a great talent pool to work with and they’ve been very accommodating. So wherever we have to change things, or get additional resources, or find additional expertise, they’ve always been on point to help with that.
– Sean Phuphanich – VP of eCommerce and IT
URL: https://golive.bistasolutions.com/resources/videos/video/made-modern-furniture-maker/
“Bista has helped us implement Odoo and make changes to it where generic options did not work. So [they are] an excellent partner that’s available 24 hours a day as we need them to make changes, [and] to help us work with our people and train them. So, Odoo is a very generic system that’s like a shell and you put together the pieces of a puzzle to make a new system that meets the needs for manufacturing, for finance, for inventory, etc. Bista helped us manage all of the changes that are needed for that, do the training and they also support us when we have problems. We have four primary people from Bista, but they get us more when we need them. But the four people have been with me for eight months now and we meet every day; and we talk about issues, we talk about things we don’t understand, they explain to us more about the system every day. […] They’re very good about working the hours that we need them to be. Bista accommodates the difference in time. Bista has been very good about being available whenever we need them and doing the support after the implementation. We recommend them highly and we [are] still working with them. And honestly, I would not be working with them at all if I did not like them or if they weren’t providing a service that’s effective for me. They have been doing both very well so that’s just not an issue at all.”
– Bob James – (Head of Enterprise Applications) Fairfield, California
URL: https://www.youtube.com/watch?v=-G5Ip1j1NbE&list=PLu57YqCK3GEKEqhnxWpfxG-2e3Wm9NaMV&index=5&t/
“We chose Bista because they had some expertise in manufacturing and they also had some expertise in the accounting side and making sure that our financials were spot on at the end of every quarter. We were right on budget, we were within the 9-month period from ERP planning to go-live, and so I really couldn’t ask for more.”
– Duff Jones – (Owner at Trearc, Inc.) TN.
“In terms of what stood out about Bista was definitely the responsiveness from the point that we made first contact. So, they were very quick to respond to my query […] because I was on a very tight deadline. I wanted it up and running within a month. I wanted to go live and then fix problems as we go. […] it was a lot of trial and error which was very helpful from Bista’s side that [they were] really quick and responsive. They had a team dedicated that okay we’re gonna take care of what’s happening and let me have people working around the clock even. I think the biggest change has been inventory accuracy. I got everything that I wanted out of it. Bin locations, traceability, lot tracking, automation, certain degrees route optimization… everything that I wanted to be a part of for the warehouse management side has been part of the warehouse management side. So, with that core being intact, rest of it just follows where your profit and loss and everything else is in place. [With Bista’s help] inventory accuracy [is] above 90 [when it] was probably around 60 to 70 before.”
– Aqib Majid – Marketing Director
URL: https://golive.bistasolutions.com/resources/videos/video/odoo-cannabis-erp-customer-testimonial/
“After deciding that Bista was the right partner for us, we actually had a member of their team come down to our warehouse and work side-by-side with us to perform a gap analysis and make sure that it was a good fit for us. We found that after bringing Priyesh down to our warehouse to work with us, we were blown away by his focus and understanding of all of our business needs. We got a lot of confidence in both what he could provide as well as other members of his team. They were able to get things done in an extremely timely manner and have a very thorough understanding. We started the project out with some trials of smaller project and were extremely satisfied with the results. They were unparalleled to any other technology partner we have used in the past. Whether it was from Dynamics, or Odoo directly, or other 3rd party partners as well. [Bista] showed that they could comprehend the project needs, as well as go above expectations. And as well as make any kind of adjustments along the way to make sure we were happy with the end results. Their understanding of core business processes and developments and needs is unmatched and unparalleled in their industry. Through working with Bista, we’ve gotten both quantifiable results as well as qualitative results. We’ve been able to increase our sales double, while lowering our back-order fulfillment rate. Bista has allowed us to have more accurate purchasing information, better inventory control, more efficient sales, as well as provided better tracking of all of our CRM Sales tracking. At the end of the day, Bista has a great understanding of our business, and they were able to deliver projects timely, cost-effectively, and accurately. And that is support that we were unable to find anywhere else. They have surpassed our expectations and delivered better results than any other technology company we have ever worked with.”
– Michael Sturury – General Manager, Maqabim Distributors
““Odoo recommended Bista as the potential implementation partner. The implementation was interesting because it forced us to take a step back and really understand our current flow of information, and how we could actually improve that flow and eliminate some of duplicate entries and actually improve efficiency. Bista came on-site and spent the week with us and went through in detail every one of our business processes, generated a flow chart of our current state, and then worked with us to develop the flow chart of our future state which would be the ideal state. I was a little hesitant on the zoom meetings for an implementation but working with Rajiv and his team really, really has been a great experience. They’re so detail-oriented and they are so set on making sure that our requirements are met in every way.”
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– Lou Notarianni – Director of Operations
URL: https://golive.bistasolutions.com/resources/videos/video/odoo-client-video-southern-hunt-club/
“Our experience with the Bista implementation team was really nothing but positive. These guys were available on the weekends, they were available after hours, you know it wasn’t just go live and walk away, right? They were they were there for us, they’re still there for us and I think we’ll sign a support contract with them. You know, I had pretty high expectations and they met and exceeded, in some instances, all those all my expectations [and] overall did a great job. I would certainly recommend them to anybody who’s looking for an Odoo implementation – look at Bista they’re professional, they’re fast, they’re responsive, they know what they’re doing. So, you know, 10 out of 10, highly recommend.”
– John Dicken III – (Director of Operations)
URL: https://golive.bistasolutions.com/resources/videos/video/cannabis-erp-2/
“We decided to work with Bista because they demonstrated understanding of cannabis business and they demonstrated client-oriented approach. Some implementation results like sales and pos modules exceeded our expectations. The implementation of Odoo with the help of Bista helped us to get very useful and detailed information regarding our operations. The most important result which I think cannot be quantified is that we have complete information about at least our sales […] which manager [is at which] of our offline shops, how much product he sold, I can check the price…to take some managerial decisions according to this information. Regarding accounting, I think [the] Odoo [implementation] is saving us up to 10 hours per month on preparation of reports. I would, hundred percent, recommend the Bista team to other cannabis companies as a reliable partner in IT system development and support.”
– Nik Martirosyan – (CFO – Marry Jane AG)
“We selected Bista, originally, because we were really looking for a partner that we felt comfortable, [and] knew what they were doing. TIE is a, you know, by far, in a way, not experts in Odoo. We are not experts in ERP implementations. We are not experts in pretty much everything that Bista is. So, what we were looking for is an expert in those areas that could help lead our project in a way that we would end up being very successful in the platform itself but also getting there. Bista was really presented as a partner not just a vendor to us, and really their advisory in the way that they say ‘hey, here’s your problem… here’s what a good solution would be…or this is what we’ve seen in the past… or here’s a module that you might not be aware of’. When we selected Bista it was really those, you know, key pieces. Then after working with Bista those areas definitely shined big time, especially the technical expertise area, but also the team itself was very high performing. I don’t think there was a single member of any team that I did not enjoy working with as well as be very impressed with their capabilities – whether it be technical or non-technical. The quality of the project and the quality of the system itself has been enhanced greatly since Bista’s involvement in our project.”
– Andrew Lovrovich – (COO)
“My experience with Bista has been great. Each time I’ve called and talked to Priyesh, who is our rep, [he’s] been very quick to return calls, get back in line, and figure out what’s going on and responding to our issues […]. He’s got a good team of people behind him both here in the U.S. and in India who can do big programming jobs if we need a whole new structure or an only report or a module needs to be adjusted for us. From a financial perspective, I had no issues. [Our implementation was] within budget and on plan. We’ve been very satisfied especially with the response and the timeliness of the response. I couldn’t recommend the company more with Bista and how they took Odoo and got it to work for us. It’s been a tremendous improvement in our business. It’s been a very positive experience. I would highly recommend the software, and I would highly recommend Bista.”
– Dennis McCarthy – CFO (Detroit, USA)
Mr. Bandarkar has 10+ years of quota carrying technology sales and account management experience
Mr. Bandarkar holds a Master’s Degree in Project Management.
by Uzlifat Mir