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Zoho CRM Video Tip: Workflow Rules – Delta Data Services LLC

Zoho CRM Video Tip: Workflow Rules

11.18.21 05:10 PM Comment(s)

Zoho CRM Video Tip: Workflow Rules

In this video, you will learn about workflow rules and how to create them and set the conditions for the trigger.

Workflow Rules in Zoho CRM, are a set of actions (email notifications, tasks and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email notifications, assigning tasks and updating certain fields of a record when a rule is triggered.

The steps to create a workflow rule are divided into 4 parts

1.Go to Setup > Automation > Workflow Rules.

2.In the Workflow Rules page, click Create Rule.

3. In the Create New Rule pop-up, do the following:

o Select the Module to which the rule applies from the drop-down list.

o Enter the Rule Name and Description.

4.Click Next.

Workflow rules allow organizations to automate business activities based on a predefined rule being triggered.

For more Zoho help please feel free to contact us below.

New Review By Radhika on LinkedIn and Yelp – Delta Data Services LLC

New Review By Radhika on LinkedIn and Yelp

10.22.21 01:44 PM Comment(s)

New Review by Radhika on LinkedIn and Yelp

Delta Data Services has a history of satisfying its clients for over 12 years and we’re proud to exceed the needs of our customers. Just read our reviews to see for yourself! Our clients come to us with a lot of expectations and we go an extra mile to solve their corporate issues. We listen. We analyze. We deliver. Our success is measured by results. We care the most about how our clients feel about their experience with DDS.

In January 2021, Radhika, Founder and Owner of RADD LLC, came to us for hands-on Zoho configuration to manage, connect, and automate business processes across their organization. We provided RADD LLC with the best coaching and software for setting up and integrating Zoho One Suite for their business with full customization. Like all our clients, Radhika left us a remarkable review on LinkedIn and Yelp being grateful and thankful for our services. Here is Radhika’s review of DDS on LinkedIn and Yelp:

At DDS we pride ourselves on our service, quality of work and the customer experience. That is why we are always pleased to receive positive feedback from our clients. We ‘ve posted a few of our reviews on our website but the most current reviews can be seen directly on LinkedIn and Yelp. If you would like to know what our customers think and why we have a 5 star review please visit us at LinkedIn and Yelp and also please feel free to leave us a review on these channels.

DDS Strategy for Business Continuity During COVID-19 Crisis

Delta Data Services

04.25.20 12:49 AM Comment(s)

DDS Strategy for Business Continuity During COVID-19 Crisis

Recently we have been strategizing at DDS for business continuity during the COVID-19 crisis and we wanted to share our thoughts on this strategy. At DDS we try to look at the COVID-19 crisis as an opportunity for newness and we see technology as the answer to all of our new reality of business continuity. We ask ourselves, how can we solve the challenges we are facing with COVID-19 with technology? We ask ourselves what tools do me and my employees have at our fingertips that we can use to continue our operations from home if possible and when we have to go to the office, how can we keep our distance?

Above all, we take the COVID-19 crisis seriously. We do everything you can do to keep social distance; take turns going into the office if you share one, keep the 6 feet of distance if you have to be in the same room, wear face masks, wash hands regularly, wipe surfaces and more. (more suggestions at our blog on how we care about your wellbeing)

Finally, we stay positive. Here’s two quotes I find so pertinent recently during the COVID-19 crisis.

The first my 9-year-old son reminded me about – “The best way to predict the future is to create it.” This quote is credited to both Abraham Lincoln and Peter Drucker, two people known for their word of wisdom and lessons to live by.
“Take the first step in faith. You don’t have to see the whole staircase, just take the first step.” A quote from Martin Luther King Jr. I would add, take each next step in faith too, and to quote more children’s themes, as the ‘Frozen II’ song says, do the “Next Right Thing”. Another movie I rave about which highlights the importance of taking the next right step is ‘Harriet’; a must see. Harriet never knew what would happen several steps down the line in her effort to free slaves and she always trusted God for the next step to be revealed to her.

So, at DDS, we try not to be afraid, we go boldly to take the next step, creating the future we want for our business, our families, and our community through our positive thoughts and targeted actions.

Peace and blessings from all of us working through this with you at DDS.

How Avis Fleet Services Manages its Fleet with Laserfiche

Laserfiche is a Great Solution for Fleet Services – Delta Data Services LLC

Laserfiche is a Great Solution for Fleet Services

Delta Data Services

03.06.21 12:47 AM Comment(s)

Laserfiche is a Great Solution for Fleet Services

Are you a trucking company or do you have fleet services? Do you need document management for bills of lading? Do you need customer and vendor portals? Laserfiche has several customers in the transportation and fleet services industry. Could Laserfiche be the solution your company needs to be their document management solution for transportation and fleet services?

Want to know more?

Here are two examples of projects where Laserfiche is being used in the transportation and fleet services industry.

Example 1:

This project is for a transportation company that delivers pharmaceutical supplies. Here are two aspects of the project that might interest you:

Laserfiche is being used by this customer to manage records of pick ups from customers and forms for the adjustment of those pick-ups. Before they were primarily paper based, and becomes a challenge when the driver arrives and there is more that what the bill of lading states. i.e Driver is in route to facility and expecting to pick up 100 lbs of medical waste and turns out there is now 150 lbs. the intake and dispatch of the documents and forms are managed through workflow where there is a metadata field for status.
The customer is also using Laserfiche for a customer and vendor portal. In this portal, customer and vendor documents are stored in a repository for various departments to have access to and collaborate with.

Example 2:

This Laserfiche fleet management example is from a fleet company called Avis in South Africa. No matter where in the world, fleet services experience the same impacts and influences. Read these Laserfiche blogs for insight into the use of Laserfiche for fleet services on the international scale.

How Avis Fleet Services Simplified Accounts Payable

Get Started with Laserfiche Now

Driving Tech Industry Towards Gender Equality – Delta Data Services LLC

Driving Tech Industry Towards Gender Equality

03.23.22 11:57 AM Comment(s)

Driving Tech Industry Towards Gender Equality

In spite of a number of surveys concluding that unbiased gender teams conduct better operations, gender equality and underrepresentation of women remain a crucial issue in the tech business, and women are still substantially given lesser opportunities in the IT world. Although the gender diversity graph is improving, the gender gap in the IT industry is still conspicuous. I’m lucky to represent an international data solutions brand (Delta Data Services LLC) which celebrates diversity and whose percentage of female employees is in majority—almost 90 percent. But we’d like the number to grow even bigger, in all tech businesses.

Gender Gap Research

The World Economic Forum’s Global Gender Gap Report 2019 reveals that we have closed 68% of the gender gap worldwide. As per the survey, it is predicted that it will take 108 years to attain gender parity and 202 years to reach full fledged gender equality in workplace. Hiring more women and incorporating a woman in the recruitment process is an excellent way to eliminate any bias inside an organization. This will give both new employees and the organization a unique perspective. Candidates are more likely to accept a job offer from a firm where they interviewed with both male and female IT managers and executives, according to research.

A Collaborative Change

Change may begin on a small scale, perhaps even inside a single team. It can, however, progress to bringing about change throughout the organization. It can be as minute as being a good listener to your colleague or employee, regardless of their gender or seniority in the workplace. It’s about discovering and developing your personal capacity to care for others, no matter of their gender or sexual orientation. Let’s take that easy step further this International Women’s Day and Women’s History Month as a tech community and include all genders in a team.

DDS is Thinking About You – We Care About Your Health and Well-being

Delta Data Services

03.31.20 08:48 PM Comment(s)

DDS is Thinking About You – We Care About Your Health and Well-being

Thank you for being a loyal readers of DDS and a part of our family. If you missed our last newsletter, Delta Data Services President, Ebitari Larsen, had this message about COVID-19 that we want to share with you.

At Delta Data Services, we are thinking of all our clients, vendors, supporters, family members and friends who are directly impacted by the Coronavirus right now. Our hearts go out to you as we know this is an anxious time for you and also it is anxious for us. We will continue to pray that you see the strength of the human spirit and the positivity that can come from times like these.

We will continue to support you remotely in any of your software needs to reach the outcomes you require at your businesses during this difficult time.

Thank you for being a valued member of our community.

God-speed to you,

Ebitari Larsen, MS, PMP

President, Delta Data Services

Stay Safe and Remember to

Wash your hands frequently – Regularly and thoroughly clean your hands with an alcohol based hand rub or wash them with soap and water.

Maintain social distancing – Maintain a distance of at least one meter (three feet) from anyone who is ill or shows symptoms.

Wear a mask – Wear a mask to help others and yourself as well.

Stay home – Symptoms include a cough, fever, and fatigue. Practice home quarantine and social distancing to stay safe from the outbreak. Protect yourself and others during this crisis.

Thank you,
Delta Data Services Team

Laserfiche: The Best Management Tool for Non-Profits – Delta Data Services LLC

Laserfiche: The Best Management Tool for Non-Profits

Laserfiche Standardized Human Resources at Arkansas Support Network

06.06.21 07:52 PM Comment(s)

Laserfiche: The Best Management Tool for Non-Profits

While most software development companies partner with ace and for-profit organizations, Laserfiche has a history of collaborating with the non-profits and helping them scale and leverage their operations and keep transparency. Laserfiche is considered the #1 choice of non-profits for automation of the business processes. It has enabled NGOs and non-profit organizations to go paperless, have smooth workflow and made it easier to update the records.

Today, we will be highlighting the work Laserfiche has done for the non-profits that has helped them evolve technologically, declutter the paperwork and spread positivity.

The Arkansas Support Network (ASN) is a non-profit organization that helps provide services to the disabled and support their families. 15 years ago ASN purchased Laserfiche to help archive the documents, later added Laserfiche Workflow and Laserfiche Forms. Today, at ASN, a 5 person human resources department manages 750 employees in the state of Arkansas. This happened with the help of Laserfiche Forms which helped track and speed up hiring procedure also automating payroll. Now employees are paid quickly and all audits are streamlined.

“Laserfiche Forms led us to the revelation that the only way you’ll go paperless is if you start paperless.”

–Syard Evans, CEO, Arkansas Support Network.

Laserfiche ECM Helped Heifer International Scale Up to End World Hunger

According to Chief Financial Officer, Bob Bloom, the goal of Heifer International is to take millions of families out of poverty and empower women farmers. In 2014, Heifer selected Laserfiche for business automation to review thousands of contracts pending review and make the content accessible to entire staff at all locations. Incorporating Laserfiche into the management system also fast paced the transfer of offline information from remote locations to headquarter back and forth. Laserfiche ECM provided electronic forms and robust workflow automation solutions that helped contract management processes.

“Our vision for Laserfiche is to allow all of our field workers, regardless of which country they are in, to be able to interact with documents, find records and submit forms—all from their mobile devices,”

–Cedric Lambert, IT Director, Heifer

Laserfiche Automated Case Management for Low-Income Energy Assistance

Community Action Partnership is a non-profit that provides low-income home energy assistance program to the residents in Minnesota’s Ramsey and Washington Counties, The aid is given to residents struggling to access basic heating and utilities. Cabinets were stored with over 25,000 active applications and quick provision of help to the deserving applicant was the need of the hour. So Laserfiche was introduced in the system to

accelerate application process (document filing, routing and approval). New Case Management Process by Laserfiche streamlined auditing and security and also standardized record archival.

“Laserfiche protects sensitive information while making our business processes more efficient"
–Catherine Fair, Director of Energy Assistance Programs

Get Started Now with Laserfiche

Ebitari Likes the 5 Entrepreneur Lessons From Melanie Perkins, Co-Founder of Canva – Delta Data Services LLC

Ebitari Likes the 5 Entrepreneur Lessons From Melanie Perkins, Co-Founder of Canva

Find the Entrepreneur Magazine Article Here

11.06.21 01:42 PM Comment(s)

Ebitari Likes the 5 Entrepreneur Lessons From Melanie Perkins, Co-Founder of Canva

The path of entrepreneurship is not for the weak-hearted. It is a long and arduous process that is filled with moments of disappointments and bliss, and feelings of frustration and personal satisfaction. Business is a journey full of challenging and enlightening experiences. Ebitari, President of DDS loves inspirational articles from fellow entrepreneurs who are making huge impacts in their industries.

Here’s an Entrepreneur Magazine article that resonated greatly with Ebitari. Its 5 lessons from Melanie Perkins, the Australian, 36 year old co-founder of Canva and billionaire.

We can all learn from entrepreneurs like Melanie who are making a huge impact on society by changing people’s lives and caring about the well-being of our world and our environment. Ebitari orders DDS business cards from Canva. The cards arrive with a note that new trees were planted for each order of printed material. What a wonderful feeling to know that the company one is working with cares about much more than just profit.

What is Big Data and Why Its a Big Thing?

08.14.22 12:46 PM Comment(s)

What is Big Data and Why Its a Big Thing?

Big data means huge complex structured and unstructured data sets that are frequently produced and transmitted from a wide variety of sources. These attributes make up the three Vs of big data:

Volume: The enormous data being stored.
Velocity: The lightning speed at which data is analyzed and processed
Variety: The different sources and forms from which data is collected

Why is big data important?

Businesses use big data in their processes to enhance operations, provide improved customer service, develop marketing strategy and take other actions that, ultimately, can increase business sales. Businesses that use it strategically get a competitive edge at those who don’t use it because they’re able to make more data-based decisions.

Here are some more examples of how big data is used by organizations:

Big data uplifts oil and gas corporations in the energy sector by helping them locate suitable drilling sites and keep an eye on pipeline activity.

Big data platforms are used by financial services companies for risk management and in-the-moment market data analysis.

Big data is used by manufacturers and transportation firms to manage their supply networks and improve delivery routes.

Emergency response, crime prevention, and smart city program are further government uses.

Benefits of big data:

Despite the numerous benefits of big data and analytics, there are still many untapped possibilities in the data world that remain to be explored. As businesses look to exploit the power of big data, there is a high demand for professionals with data analytical skills who can boost the organization as well as their careers.