Monday, 18 February 2019

New Features and Key Updates of Talygen’s Customer Relationship System

Last week Talygen, a leading business development software service provider has unveiled some new updates in its Customer Relationship Management System.

These updates include some new advanced features which allow users to customize CRM as per their unique business requirements, enhance productivity and effortlessly manage entire operations. These elegant and intuitive user interfaces can be used by business organizations irrespective to their size and help increase the understanding with their customers in order to build strong relationships.

Below are some brief overview about new updates and features of Talygen’s CRM System.


Bulk Imports of Leads, Opportunities and Clients: 

Managing leads today is an arduous task for managers, especially, for a large scale organization. It is challenging for Project Managers to manage projects, leads and opportunities in this extended competitive market without any online software. Talygen’s Client Management Software allows users to simply manage and track lead records. This intuitive Customer Relationship Management Software helps users to effortlessly import Prospects, Leads, Opportunities and Clients as in excel file or CSV. You can also import or exports leads in bulk which eliminate the need of manual entry of details into application. This result in cost cutting and you can save more bucks and enhance the efficiency.

Reminders and Follow-Ups:

Talygen is one of the Best CRM Softwares in the market toda, serving millions of customers across the globe. The second exciting feature of its CRM system is automated client communication and follow-Ups. It streamlines the management of a large number of leads in one go. User can create follow-ups as a reminder and communicate with clients on their favorite mode of communication. Users can set and fix reminders for a specific time period on a particular day.


Sale Analytics: 

Talygen’s Client Management System enables users to filter the information, analyze it and present it in detailed conclusions which can be further used for creating some fine sale campaigns and make better future business decisions.

Sales Automation: 

Talygen’s CRM System is capable of automating every aspect of the sales process including follow-up campaigns, outgoing calls and management of data is for successful sales campaigns.

Additional Owners:

Customer Management System of Talygen offers an Additional Owner feature that helps in streamlining the entire CRM management. As per this feature, Project Managers can create additional managers who act as substitute managers of lead as per the requirements. Once a user has been assigned as additional owners, he has all the rights and responsibilities of the primary manager. However, the primary manager can limit the access for additional manager if needed so that business policies might not harm and are properly enforced.

Convert Leads Into Clients:

Talygen’s CRM System can easily help users to create Projects for leads and clients. Users first make an estimate for budgets and sent it to clients. Once this estimate budget with certain conditions is approved by the Client, the team can easily start working on projects which were created. Company Admin and Project Managers can simply track team member’s goal, view detailed reports and coordinate the workflow within the organization.

Final Words:

These are some of the latest updates and features of Talygen’s Customer Relationship Management System. With these product refinements, Talygen allows its users to customize their workspaces with these innovative features and upgradation.
If you like these features, you can request for a demo, our representatives will connect you and learn more about these updates.

Tuesday, 22 January 2019

Client Portal System: Time And Expense Approval By Clients For Smooth Evaluation

Clients or customers are the most important part of your business. You get paid for the services you provide to your clients. Clients always have the upper hand and can ask anything related to their project. For instance, if clients want to know the current details about their ongoing project, you have to present each and every detail including resources working on the project, time spent in completing the project and more to the clients.

However, it becomes difficult for the organization to update clients every time due to the lack of effective communication or client’s disagreement with the working time spent on the project.

To overcome this issue, there is a Client Portal System that offers an advanced and latest approval system. Clients can effortlessly monitor and analyze the ongoing tasks and time entries of the team working on their projects. They can even send back the work for correction and also approve or reject it.

Reasons for Client Approval for Time and Expense Entries:
James, owner of a Content Development firm develops content for an upcoming campaign of a client. As per the communication, James assured his clients that he would finish the task in 90 hours and the client would pay him accordingly. Due to electricity failure, the work gets delayed and couldn’t finish in scheduled time. As a result, it took extended hours to finish the given tasks and total amount also increased more than what was decided in the first place. What happened next, the client refused to pay as there was not any proof of this unwanted delay.

This situation could have been smoother if James used an appropriate Client Portal Solution and get client’s approval. All James has to do was to send the expense and time entries to the client for his approval and share the reason behind the delay in the comment section. This way the client would have understood the reason and the whole confusion could be avoided while making the invoice.

Advantages of Using Client Portal Solutions:

  • Faultless Time Entries: Client Portal System allows users to record and submit the time entries to the clients on regular intervals so that they can have a look at the time spent on each task. With the help of this timesheet, clients get a clear idea of what’s happening on their project. They get aware of the current proceedings of the project whether they are going on right direction or not. Clients can also share their inputs on the ongoing project and tell the users what they should do or not to do to avoid upcoming complexities.
  • Verified Communication: As mentioned earlier that Client Portal Solution provides you with proof of communication which happened between you and the client. When you communicate with the client via Client Portal, your comments get saved within the application as proof. This proof can be used later if any confusion occurs when dealing with the payments.
  • Save Time While Working on Multiple Projects: Sometimes a situation occurs when you have to work on multiple projects of the same clients or others. This is a complicated situation, where it becomes really difficult for you to track and manage time and expense entries of the clients with traditional ways. Here comes the Client Portal Software to rescue you in this situation. It helps in organizing the time and expense entries of all the projects of a single client at one place and it can be accessed by the client as well. It not only saves your precious time but also improve the overall efficiency of your team members, who are working on the projects.
  • Easily Share Opinions with Clients: Earlier you had only a few limited ways of communicating with the clients such as email or call. These communication mediums have some limitations due to which the issues could not get resolved at the earliest. Client Portal System allows you to discuss your problems with clients on projects via the comments section. You can easily exchange your messages effortlessly anytime and get an instant reply. These comments can also be preserved as proof of your communication with clients in the future at the time of reimbursements.

Final Words:
These are some of the reasons for and advantages of using Client Portal Solution by the business organizations. After reading this blog, you can easily understand the importance of Client Portal for your business. If you are still using traditional ways of dealing with your clients, you cannot go longer and achieve long-term goals. Switch on to the best Client Portal Software available in the market and enhance your work efficiency.

Wednesday, 16 January 2019

Talygen’s Message Board Module: The Best Real Time Client Communication Platform For Businesses

In our previous blog related to Message Board, we had discussed some of the robust features of Talygen’s Message Board Module such as global reach, direct chat with clients, users’ collaboration and message translation. It helps business organizations to easily connect with the people within the organization as well as with the clients.
This blog is the sequel of the previous one wherein we will elaborate some more productive features of Talygen’s Message Board tool. This module of Talygen is considered as one of the best Real Rime Client Communication platforms for business organizations across the globe. Due to its simplicity and flexibility, Message Board is the outstanding source of communication and discussions on the cloud.

Effortless Access of the Logs:
As an owner of a business organization, you need to have the records of all your conversations with clients so that any kind of confusion can be eliminated. Talygen’s instant Message Board Module helps users to save all the conversations done on chat with clients or other users. It can be easily retrieved anytime as per the requirements. All the users can easily access and view their communication logs with the other users and clients. These logs play a crucial role at the time of receiving payments from the clients.
When an organization works on a client’s project, the team working on the project regularly communicate with the client to receive necessary inputs and directions in order to get perfect results. Therefore, if you have your conversations log with them on Message Board, they cannot deny or delay the payments as you have the records of the conversations which will work as a proof of communication.

Remove Communication Gap:
Communication gap is one of the biggest hurdles faced by business organizations. Although, there are numbers of reasons for this communication gap, the language barrier is amongst the top. Today, businesses have stretched their operations globally. They are collaborating with clients who are based on different countries and regions. Therefore, it is essential for organizations to be well-versed with different foreign languages to improve the overall efficiency.

Talygen’s Message Board Module assists users in removing the communication gap by allowing message translation privilege. Users can select their preferred language while communicating with other users or clients through the Message Board. As per the functionality, the messages sent by the Managers to the end users are automatically translated into the preferred language chosen by the user. It helps users to effortlessly read and reply to the messages without the need to translate them first.

Improves Quality of Communication
Quality communication always plays an ultimate role in the success of a project. If communication with clients is not as per the standards, it is really difficult for anyone to satisfy the clients and achieve their business goals. Talygen’s Message Board Tool allows the users to have seamless communication with utmost transparency and accountability. The best part of this communication system is the Real Time Client Communication that enables Project Managers to contact the clients in real time. It helps both the parties to resolve the issues on projects as soon as possible without any confusions. This results in building a healthy relationship between business organizations and clients.

Client Oriental User Interface:

The User interface is also an important aspect of any business software or application which drives the users towards the system. Talygen’s Message Board Module comprises a user-friendly interface that gives an amazing experience to the users. It includes numerous intuitive traits such as socialize module, live chat etc. that makes it simple for the users to effectively communicate with clients and other team members.

Final Words:
Here comes the end to this engaging blog related to Talygen’s Message Board System. We hope that this informative blog will help in understanding how crucial this Message Board is for the long term growth of the business organizations. To get more information about Talygen’s Message Board, contact us and book a free demo.

Friday, 4 January 2019

Talygen’s Resource Scheduling Solution: The Best Tool to Manage Your Resources

Project Management is one of the most critical aspects for any business organization. This is the pillar on which any business organization stands and delivers with the expected growth. There are hundreds of hurdles faced by the organizations in managing projects such as overlapping, budget allocation, task management, timely deliveries of projects and many more. Among all, Resource Scheduling is topmost priority for the managers in order to deliver projects within deadlines.

Business Managers have the prime responsibility to schedule available resources efficiently. This is the most integral part of project management for Managers. If resources could not be managed effectively, it may cost heavily. Therefore, Managers should have to schedule their resources in the best possible way to avoid the issues.

Talygen’s Resource Scheduling System allows Managers to schedule different tasks of existing projects in different stages. It helps you to effortlessly find the flaws in the progression of the projects and resolve them before they become a threat for the project.

In this post, we have compiled some robust features of Talygen’s Resource Scheduling Application that helps you to transform your Resource Scheduling System in order to effectively schedule your resources.

Check and Review Availability of Resources:

Talygen’s Cloud Resource Scheduling System is the most flexible and configurable solutions among its competitors. This system is supervised by Managers to schedule and assign project related tasks to the team members. Besides this, Managers can readily check and review the availability of team members and then assign them tasks accordingly. This feature of Talygen allows Managers to easily review the current availability of the team members. They can easily know that which group of team members is occupied with the work or which group has time availability to schedule the tasks. Talygen’s Resource Scheduling System is the best way to manage your workload.

Tasks Scheduling on off Days
The primary objective of Talygen’s Resource Scheduling Application has always been to enhance the work productivity of team members by efficiently scheduling their tasks. This system allows Managers and their team members to schedule their upcoming tasks on off days. This will help them to positively meet the needs of the clients. The best part of this feature is that Managers can easily assign the highly prioritize tasks on the off days to meet the short deadlines.

Rescheduling of Tasks:

Rescheduling of tasks is an important part and parcel of project management. For a manager, it is essential to reschedule tasks of the team members as per the necessity of the project. Talygen’s Employee Cloud Resource Scheduling system allows Project Managers to increase the time period of the team members working on completion of a task. This can be simply done by dragging the assigned resource bar. This is a time-saving feature that allows Managers to directly increase the time limit. Therefore, you need not to go through the entire process of assigning and saving a new task.

Notifications for Overburdened Employees

Talygen’s Resource Scheduling Solution provides a notification feature to its users. As per the functionality, if one user is overburdened with excessive assigned tasks, a notification will be received by the Managers. After which, they can reschedule the tasks as per the availability of other team members. This is an amazing feature which always makes sure that the workload of the organization has always managed efficiently so that results would always come as per the requirements.

Graphical Representation of Data

Talygen’s Resource Scheduling Solution enables a graphical representation feature to the users which helps them to easily understand and analyze the data. Moreover, users can get in-depth details of the current situation which helps them in further scheduling of the upcoming tasks.

Final Words:


Regardless of size and demand of the project, resource management is an integral part of project management. Talygen’s Resource Management System is a complete solution for the organizations. It provides an intuitive and graphical interface to the users that help them in finishing the given projects within deadlines. Managers can easily improve the quality of the ultimate results by reducing human errors.