Welcome to the Tactile CRM Blog (are you looking for the main site?).
The Blog
We’ve updated Tactile CRM so you can now easily see an organisation’s contact details (phone, fax, address etc.) when viewing a person.
It’s often the case that you’ll be dealing with several people at the same organisation and they all share the same phone number and address. Instead of entering it multiple times you can now see them when viewing the person:
We’ve also extended this to opportunities and activities so important contact details are always on your screen.
Editor, business founder and entrepenuer, Hayley Marsden runs a local magazine and uses Tactile CRM to keep up to date with her vital contacts and partners.
“As a work at home mum trying to juggle my daughter and starting up a new family’s magazine for my local area, a CRM is pretty vital to keep me on top of things. I’ve considered loads of options but Tactile CRM stood out as being a great bunch of people to work with, they’ve been really responsive when I’ve asked n00b questions and not laughed at me once. Plus I like the fact they’re based in the UK.”
Hayley Marsden
We’re really pleased to announce an overhaul to our graphing system and a new reporting engine.
Tactile CRM now has a realtime reporting engine to enable you to report on information in the system without having to export and manage data yourself. The new release includes a 30/60/90 day pipeline graph (see below), and we want you to let us know what else you want to see.
We’ve also updated the reports tab to give you a list of reports and graphs from every page, and we’ve added some new graphs, and updated others:
IdeasForTheKids.com is a website full of ideas of great places to go, and fun things to do, with children.
They have details for over 11,000 venues and attractions and use Tactile CRM to keep these up to date, and to track communication between their staff and their contacts at the venues they promote.
“Due to it’s ease of use and very user friendly interface, we’ve rapidly expanded how we use Tactile CRM, growing the contacts we manage on it from a few hundred to over 10,000 with no drop-off in performance. It is utterly invaluable to us. Our staff love it and it literally takes minutes for a new user to get the hang of how to use it.”
Manny Coulon – IdeasForTheKids.com