The Blog

Archive for the ‘Bits and Bobs’ Category

New: Updated View Pages

Monday, October 26th, 2009

If you log into Tactile CRM today, you’ll notice that we’ve made some changes to the way you view organisations, people, opportunities and activities.

As the first stage in making the view pages more useful we’ve added the ability to show/hide the information relating to the item and the ‘Recent Activity & Notes’ – so if you are more interested in notes/emails etc., you can hide the items details, or vice versa.

New Item View

This new view applies to organisations, people, opportunities and activities.

We’ve also moved the permissions/created/last updated information in to the main area to remove some of the clutter from the right hand side and added this information to opportunities and activities (it was not displayed before).

We hope you find this update useful and it makes using Tactile CRM even easier. Keep an eye out for more updates coming soon, and as always do please let us have any feedback.

New Help Pages

Tuesday, October 6th, 2009

We’ve been really busy with lots of new features for Tactile CRM recently but the current help system has been a bit lacking to tell people how to use them.

Today we’re really pleased to announce the new help system for Tactile CRM located at http://help.tactilecrm.com. We’ll be adding to it over the coming months and would love to hear your thoughts and feedback on what is currently there and what we can expand on.

The new help site has built in search, the ability to rate help articles and allows for you to add comments to articles too.

Like a phoenix from the ashes, our blog is reborn

Thursday, September 24th, 2009

We’ve been doing a bit of internal house keeping over the last few weeks, and one of the changes has been to the blog.

Behind the scenes it was actually run from our main blog on omelett.es (our company blog). This caused us a few problems with replication and commenting. Without getting too technical we were trying to be too clever by running several blogs from one.

We’ve bitten the bullet and moved the Tactile CRM blog to a new location.

What does this mean for you? Hopefully not a lot of disruption, but a few new features! The RSS feeds will continue to work as they always have, and commenting should be a bit smoother. There’s a new search for the blog, and will be adding some new things over the coming months.

A phoenix from the ashes

The old blog posts are still available, but like a phoenix, the Tactile CRM blog has been born again (photo credit: Jon Tucker).

Make easy money with the Tactile CRM referral program

Wednesday, September 16th, 2009

We’ve really pleased to have just released our referral program after lots of feature requests by our users – we wanted you to be able to share in our success, so all do you need to do to start earning 20% of all paid for plans is login and visit the admin section.

You can sign up for the referral program and start earning straight away. Full details are on the Tactile CRM website, and you can track referrals in real time from your account:

referrals

Why I'm not worried about the new Salesforce edition, but I am.

Thursday, September 3rd, 2009

I’m often asked the question: “is Salesforce your biggest competitor to Tactile CRM“? Up until now the answer has always been no. Kind of.

In our target market of 2-10 people organisations/departments you’d traditional be paying between $35-$65/user/month for Salesforce.com. That’s roughly 4-7 times the price of Tactile CRM and could save you up to $6720 per annum. A tidy sum.

And for that reason we don’t see Salesforce as a direct competitor. However on brand awareness we do.

Our users and prospective users are nice people, and we’ve been aware for a while that Salesforce were launching a smaller package (it competes on the same price point as Tactile CRM) as they [our users] have let us know that they have been offered the $9 pricing and there has been some information about it on the site for a while.

Now that is out in the open there are 2 things to note. First of all the $9 pricing is for a cut down version, and only for 1-2 users. Once users start looking above that then we’re back to the old scenario (hence why I’m not worried).

However, I’m betting users don’t think like that.

We’ll either have to start ‘objection handling’ the questions that go along the lines of “ah, but Salesforce have a $9/user/month edition” or help people migrate away once they grow and don’t want the ‘real’ pricing.

Salesforce have a big PR machine/budget/awareness and this new product is already spreading thick and fast. Time will tell what happens but I’m looking forward to increased awareness of CRM amongst SME/SMBs and hope that in the long run it will do us some good too.

Easier dashboard scanning and email layout

Tuesday, June 30th, 2009

We’ve released an update to the dashboard today which we hope will help make it even easier to see what’s been going on in Tactile CRM with your clients and contacts – now when you view your dashboard we group all the activities etc. together under headings such as ‘Today’, ‘Yesterday’, ‘Last Week’ and ‘Over a Week Ago’.

We’ve also updated the way emails are displayed (after feedback from users) so that attachments are displayed against the email instead of lumped together with all the files attached to a person, or organisation.

newdashboard

We hope you find this new feature useful. As always, please do let us know what you’d like to see in Tactile CRM and we’ll do our best to accommodate it.

A new Intro to Tactile CRM video

Friday, June 19th, 2009

As we’ve recently updated Tactile CRM with some new user interface tweaks and functionality we thought it was about time we updated our videos of Tactile CRM. The first to be finished is the introduction to Tactile CRM which will be on the front page of the website shortly. Here it is for your viewing pleasure:

We hope you find it useful and an easy way to see what Tactile CRM can do – please let us know any feedback you have!

Introducing visual cues in Tactile CRM

Tuesday, June 9th, 2009

Visual cues is the fancy name for a new feature we have just added to Tactile CRM to allow users to upload logos/pictures against people and organisations within the system.

Overview of the new people page

We’ve been wanting to add this for some time and have been playing around with a few different ways of doing it – the reason is simple, research shows that scanning a list/series of images is a far quicker way of finding information and that the brain is better at processing these visual clues.

As Tactile CRM is designed to make your day to day business life easier to manage we thought this would be a great way to help save some time.

The process is easy. Simple view an organisation or person, click on the icon to the left of their name and an upload box will appear:

Image Upload Dialog

The image will be automatically resized and stored against them (this works the same for logos and pictures against organisations and people). The images will then be displayed when you view them on the overview pages:

People Overview

and when you view each item:

View of a person with a picture

We hope you find this new feature useful – it’s part of some larger UI updates we have been doing – and has been lead by user feedback and suggestions, so if you want to see something in Tactile CRM, just share your ideas on our feedback forum.

Support, made simple

Thursday, May 14th, 2009

Our goal is to make Tactile CRM the best easy to use web based crm system for small businesses. As part of this drive we recently made email support available for free to all users (not just paying customers), now we’ve made it easy to submit a support request directly when using Tactile CRM:

Built in Support

Got a question or need help with Tactile CRM? Click the Support link (top right) and a window will open within the sytem (prefilled with your email address so we can get back to you). All you need to do is tell us what’s up and we’ll get back to you ASAP.

We hope this makes life easier for people, and encourages people to ask us questions to get the most from Tactile CRM.

New Account Area for Tactile CRM

Friday, April 17th, 2009

We’re pleased to announce a new feature we rolled out last week to Tactile CRM to allow admin users to update your contact details:

Screenshot

It’s a small thing that can make a big difference – you can correct any email mistakes (incase you weren’t getting emails from us correctly) and update where you are in the World – it’s nice for us to know where you are from, but from a more practical stand point, if we look at localisation we’ll use this setting too.

Remember, we always take feedback seriously and it influences our roadmap for Tactile CRM, if you have any ideas, feedback or suggestions do let us know!