Product Blog

Archive for the ‘Bits and Bobs’ Category

The New Tactile CRM Website

Written by Jake on Friday, February 20th, 2009

If you’ve visited the Tactile CRM website recently (and it wasn’t your first visit), you will have noticed that it looked a little different! We’ve taken the opportunity to give it a refresh alongside the new version of Tactile CRM that we have just released.

New Tactile CRM Website

The old site was looking tired and it didn’t reflect what Tactile CRM could do. We’ve got a load of new testimonials (drop me an email to jake [at] tactilecrm dot com if you are interested in being included), new video content and hopefully an all round better site.

That’s not the end though, we’re going to be making some tweaks and changes over the coming months using what is known as A/B split testing (we try making small changes, record the difference in signups and make a decision based on that – if you want a really dull in-depth explanation, check out wikipedia) to see how we can increase the sign up and conversion rates to make sure even more people benefit from Tactile CRM.

As always, your comments thoughts, feedback and suggestions are gratefully received.

Paid plans now have more – unlimited opportunities!

Written by Jake on Thursday, February 19th, 2009

It’s simple really – just like Tactile CRM – use one of our Business, Premier or Enterprise plans and we’re now including unlimited opportunities!

Pile of Money

This is not a one time offer or something we’re going to change – we see opportunities as being a key feature in Tactile CRM, after all they are what makes your organisation money.

It’s really easy to take advantage of this upgrade – if you are already on a Business, Premier, or Enterprise plan you don’t need to do anything, we’ve already made the changes to your account. If you’re not, sign up or change your account in the admin area of Tactile CRM and the changes will be applied straight away.

Photo Credit: Unhindered by Talent

New Tactile CRM interface – a sneak peak

Written by Jake on Tuesday, February 10th, 2009

I’m currently putting together an introductory video for Tactile CRM to go on the new website – in advance of that I thought some screenshots may be of some interest.

New Tactile CRM Tags

New Tactile CRM Tags

New Tactile CRM Tags

New Tactile CRM Tags

New Tactile CRM Tags

We're a web 2.0 company that wants to talk to people!

Written by Jake on Friday, February 6th, 2009

Our simple online web CRM tool – Tactile CRM is designed to help companies build on their customer communications and forge better relationships. We are firm believers in the ‘practice what you preach’ mantra and were using our own software before we even released it to the World so we could test and refine it.

We always make sure we respond to emails and support tickets in a timely manner, but we’ve always made it clear that we don’t give support etc. by phone.

Picture of a Phone

However, all of this will be changing over the next month as we move Tactile CRM into the new company and restructure stuff.

Forums will still be available for people on free plans, email support on all paid plans and we’re going to introduce phone support on some of the higher plans.

We’ll also be opening up the phones for non-support calls so people can find out more about the software, who we are and what we do – so keep an eye out for more information over the next month.

Photo Credit: Ryan Fung

Tasks – out with the old, in with the new

Written by Jake on Thursday, February 5th, 2009

We’re currently finalising and testing the new/updated interface for Tactile CRM – we’ll be releasing it in the new few weeks along with some other new features we’re sure you’ll love.

One of the many things we’ve worked on is how tasks are displayed on the dashboard and we thought we’d give you the first in a series of ‘sneak peeks’ at the new Tactile CRM.

The New

First up, we’ve lost the headings for “Overdue” and “Due Today” tasks – these are now combined and use a visual clue to distinguish them (red and orange backgrounds).

New Task Panel Layout

This makes identifying your key tasks much easier and they can easily be scanned in one go without being broken by unnecessary headings.

We’ve also tweaked “Upcoming” and “Later” to “What’s New?” and “Marked as Later”.

The Old

Compare this with the current version and even with the increase in ‘white space’ the new panel takes up less space, presents more information more easily and should make for an even more useful dashboard in Tactile CRM:

Old Task Layout in Tactile CRM

Keep your eyes peeled for more information, and check out the new Tactile CRM RSS feed to keep up to date with what’s going on.

Would you buy from these people?

Written by admin on Monday, January 12th, 2009

The brief: Tactile CRM‘s website is need of an overhaul, and as part of the plan this year we’re measuring and reporting on the the changes we make to see what is and isn’t succussful. We want to increase our conversion ratio on sign ups so we’re currently doing some market research on sites that people have felt comfortable buying from and leaving the credit card details.

The current list includes:

Are there anymore you have brought from, or can suggest?

Help us – Nominate Tactile CRM for the Crunchies 2008!

Written by admin on Monday, November 24th, 2008

We’ve nominated ourselves for the Crunchies 2008! If you are feeling in a helpful mood, we’d love for you to help us out by nominating Tactile CRM in any, or all of the following categories:

User Interface Degradation – discuss

Written by admin on Thursday, November 20th, 2008

I’m currently playing with some potential new interface tweaks for Tactile CRM, our easy to use CRM/contact and sales management system for small businesses – these aren’t definite and are an internal work in progress.

One factor that needs to be considered is how the interface works across browsers. The current tweaks use rounded course to add a bit of ‘eye candy’, however these only work in Safari and Firefox using their built in rounded corners support in CSS. Internet Explorer doesn’t currently support this.

Spot any pre-release new features in Tactile CRM?

So the question is, how far should we as designers go towards making things pixel perfect across all browsers?

My thoughts are as followers – functionally we should make the UI work across all browsers we support (IE6/7/safari/firefox/opera), but let the UI degrade to square corners when not available.

I think it’s important to carry on support IE6 (see the Huddle blog post) and let the users deal with an upgrade for the latest and greatest features when they feel the need – we can better spend our time on new features.

Interface Design

Written by Jake on Friday, November 7th, 2008

We’ve recently been working on some exciting new features for Tactile CRM, which we doing final testing on and hope to release this month. Watch this space.

Whilst Team Tactile have been working on the underlying code, we’ve also been contemplating some interface changes. Now we don’t mess around with mockups in Photoshop, with some of the excellent plugins available for Firefox, including the Web Developer Tool Bar, Firebug, and Stylish, we can quickly and easily work on the interface and see how it actual works in the browser, so we can have some user testing thrown in for free.

One thing we’ve been thinking about is moving to a fixed width design. Mocking this up with the plugins in the browser took about half an hour and the result is below. This may never make it into production, but we’d love your feedback as to which you prefer.

Potential New Tactile Layout

As displays get bigger, presenting text in a fluid layout becomes more of a challenge as it has a tendency to spread out onto a single line. Working with a fixed width also gives us more potential when working on reporting/graphs.

The screenshot below is the current layout for comparision.

Current Tactile Layout

What are your thoughts, and which do you prefer?

FOWA, it's a wrap

Written by Jake on Monday, October 13th, 2008

First of all a big thanks to Stewart at Sun Startup Essentials for our stand at FOWA – it meant we increased our presence from myself, to a total of four of us each day. Not only that – we saw a significant increase in coverage of our Tactile CRM product online, via popular blogs such as Paul Carr, Iain Wallace, a decent amount of Twitter traffic, and a video interview by Dennis Howlett.

We met a lot of people interested in Tactile CRM, and the general consensus was that an API would be really useful; we caught up with the Soocial guys and would love to put something together with their product when we have our API in place, and many more.

As always Ben from Redcat Co was on-hand to take my blog photo for the day (see below)!

Jake at FOWA

Highlights for me where Andy from Huddle, talking about life outside Silicon Valley, and Jason Calacanis with Tom Nixon talking about work/life balance.