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Archive for the ‘Tactile CRM’ Category

Tagging with the API

Written by admin on Tuesday, July 21st, 2009

One of the most powerful features within Tactile CRM is tagging and it enables you to categorise people, organisations, opportunities and activities.

Once you have your tagged items within Tactile CRM you can use them to do all sorts of things including filter contacts into lists, manage your opportunities more effectively and push groups of people over to 3rd party application such as Campaign Monitor.

This week we released the ability to tag all of the above items using the API, which means you can now automatically insert and categorise information from your website or desktop application. When you request a record using the API we also return the set of tags associated with that item.

Information about how to use these functions is available via our online documentation, and we hope this will make life much easier when integrating with Tactile CRM.

Tactile CRM + Campaign Monitor = seamless email marketing

Written by admin on Wednesday, July 8th, 2009

Using the data you have in Tactile CRM with other services is something we think is really important. Now with the release of our Campaign Monitor integration you can easily send you contacts to this great email service to send and track email campaigns.

We’ve put together a video of just how easy it is to send contacts and emails to Campaign Monitor so you can send beautiful email campaigns, track the results and manage your subscribers. Now you can seamless work in Tactile CRM and communicate with customers:

We’d love to hear your comments and feedback and what we can do to make the Tactile CRM and Campaign Monitor integration even more useful. Drop us an email or visit our feedback forum to leave new feature requests.

Introducing Quick Search – unified search for Tactile CRM

Written by admin on Tuesday, July 7th, 2009

We really excited to announce the release of a new feature in Tactile CRM called quick search – it does exactly what it says – allows you to quickly search organisations, people, opportunities and activities in one go. You can even search on account number too.

The video below gives a quick overview of what it does, but why not login and try it for yourself.

Quick Search was suggested by Tactile CRM users, so why not let us have your comments and feedback on what you’d love to see next.

Easier dashboard scanning and email layout

Written by admin on 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.

Tactile CRM and Zendesk play nicely together

Written by admin on Wednesday, June 24th, 2009

We spoke last month about how we’d integrated Zendesk with Tactile CRM so that you can easily see support tickets from within Tactile CRM.

Now the nice folk at Zendesk have added a widget to allow you to look up customer details in Tactile CRM when you are logged into Zendesk.

The video below shows how it all works (and how easy it is to setup!) now you can make sure you know about any outstanding support issues before making an important sales call, and see all the background information about a client before answering their support ticket.

As a special offer, if you sign up for Zendesk before the end of July and email nick [at] zendesk.com they’ll sort you out with a second month free!

Tactile CRM with Maps

Written by admin on Tuesday, June 23rd, 2009

Want to see where a person lives, or where the meeting you have with an organisation is?

Well now you can – Tactile CRM allows you to easily find places in Google Maps – all you need to do is click the handy ‘map’ link next to an address and we’ll link you straight through to Google Maps so you can see the location, what’s nearby and get directions.

Google Maps Integration

Google Maps integration was another customer requested feature we decided to implement as it was an obvious extension to the information Tactile CRM holds. Remeber, all you need to do is visit our feedback forums to suggest a feature you’d like to see.

A new Intro to Tactile CRM video

Written by admin on 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

Written by Jake on 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.

Case Study: SchoolSelect.com.au

Written by Jake on Monday, June 8th, 2009

Schoolselect.com.au is an educational directory based in Australia. Tactile CRM has given
this new business a practical and easy to use tool when it comes to managing clients.

The education sector is broad and unique, however the flexibility of Tactile CRM has
allowed schoolselect.com.au to build a customer management system that caters to their
unique needs. This ultimately empowers schoolselect.com.au to manage their clients in
an efficient and effective way.

“As a new business we had to find a web based CRM tool to track and manage our clients. After spending days sorting through the mass of online CRM systems we stumbled across Tactile CRM. Instantly, the simplicity, flexibility and ‘common sense’ of Tactile answered all of our CRM prayers!

It has given schoolselect.com.au clear direction on how we should manage our clients and has improved our internal communication procedures.”
Marty Jonas – Schools Directory

Support, made simple

Written by Jake on 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.