Product Blog

Archive for 2007

Tactile – Preview 2: Clients

Written by Jake on Friday, October 12th, 2007

The Tactile CRM private beta is now underway and we have already had a good number of people sign up. For those of you that would still like to join in, visit the Tactile CRM website and follow the instructions there.Today’s post is the first preview of the new system that beta testers are using online and will hopefully begin to let people see how Tactile will be of use to them.

Tactile Client View

  1. The top left hand side of the Tactile system tells you which company you are logged into (Demo in this screenshot) and gives you easy navigation to the modules within:
    • Your Dashboard – an easy overview of everything going on within the system
    • Clients – Organisations with which you have a working relationship
    • Leads – Organisations you are currently talking with
    • People – Contacts within Clients & Leads
    • Opportunities – Potential, Won & Lost sales opportunities
    • Activities – Things you need to do
  2. The main area of the screen (with the white background) is where all the key information regarding what you are looking at is kept. In this case it is a client and is Senokian Solutions Ltd. You can also easily tag clients from here to make searching easier.
  3. For those of you with several members of your team we also show you who added the client and when it was last updated. This helps easily identify who last made changes etc.
  4. Clients can have as many bits of contact information as you like (Phone, Fax & Email Addresses) and we display them to the right of the page. They can also be edited and added from here and as with all of the boxes of information you can open and close them to ensure you are not overloaded with unnecessary information. For example, your tech team may not be interested in the opportunities with this particular client so closes those off to make it easier to find the information in which they are interested – contact details and notes.
  5. Address details are also readily visible so these can easily be pulled off without cluttering the screen.
  6. Notes – this area of the page shows you all of the notes related to the client including those pulled through from people, activities and opportunities
  7. Notes – a note shows you what it is attached to, who wrote it and when it was last updated. Notes also have a title and are a darker shade of yellow if they were written by you. You can edit and delete your own notes and view everyone elses.
  8. The client information allows you to store further information about the client, from account number and credit limit through to website and number of employees. In addition to these standard fields all of the fields in the right hand column (Status, Source, Classification, Rating, Industry & Type) can be setup and configured by the admin account to allow you to customise Tactile to your needs.

More to Come

  • Tags
  • Inline editing
  • Leads, People, Opportunities, Activities
  • The Dashboard

Tactile Beta Sign Up Site Available

Written by Jake on Thursday, July 26th, 2007

The new site for Tactile is now available at http://www.tactilecrm.com/.

At the moment it is the application for the private beta, so feel free to visit and sign up now!

Tactile – Preview 1: A taster

Written by Jake on Wednesday, July 25th, 2007

Tactile is our new product based upon our award winning Open Source EGS software.

What is Tactile?

A web-based CRM product, Tactile is aimed at businesses looking to easily manage their customer contacts, opportunities, activities and sales team. Using Tactile you can easily manage the interactions and sales processes that various teams within your organisations are involved in. Tactile offers:

  • Clients – organisations you work with
  • Leads – organisations you would like to work with or are currently negotiating new work with
  • People – the all important people who work within the organisations
  • Contact Details – addresses, phone/fax/mobile numbers, email addresses
  • Opportunities – easily track new or exisiting sales opportunities with clients and leads
  • Activities – manage your day to day activities on clients, leads, people or opportunities
  • Notes – store, track and manage information on clients, leads, people, opportunities and activities
  • Sales Pipelines and Reports – graphical dashboard with graphs and pipelines to easily see what is going on
  • and much more…

The Plan

Over the next few weeks we will be releasing previews of Tactile and are looking for people to join our private beta.

The Previews

10 previews, 4 weeks. Each preview will reveal a little more about the product, its structure and how you can use it.

Can’t Wait?

Sign-up for our private beta by emailing beta@tactilecrm.com – help shape a new software product with your ideas and feedback, and be first to use one of the hottest new products.

There are a limited number of spaces so apply now to avoid disapointment and don’t worry if you don’t make it first time, we will be opening more places on a weekly basis to people during the beta/preview period.

Interested? If you could include the following in your email it will greatly increase your chances of making it onto the beta:

  • Name
  • Email address
  • Company name (if applicable)
  • A brief description of why you think you would be a good beta user

As a thank you to all of those joining the beta we will be giving away a free three month pass to all beta users after the trial has finished. In addition to that, those who make an outstanding contribution on the beta will be given an extension to the free trial above the first three months and entered into our prize draw to win a special prize!

Tactile CRM – Private Beta

Written by Jake on Thursday, June 21st, 2007

Tactile CRM is a web 2.0 hosted CRM system we are in the process of launching. There is a new interface and lots of usability enhancements resulting in a user friendly system offering:

  • Companies
  • Leads
  • People
  • Opportunities
  • Activities
  • Notes
  • Attachments
  • Sales Pipelines and reporting
  • and much more

We are currently looking for people that would like to join the private beta that will start next month. If you are interested in using CRM for your start-up, interested in web 2.0 applications, CRM or just curious – we would love to here from you. As a thank you we will be offering the first years use of Tactile CRM (on a normal fee paying plan!) to all participants.

Contact us today to find out how you can be part of this next generation application and the benefits it can offer you and your organisation.