Product Blog

4 easy steps to set up your CRM

Written by george on Tuesday, July 20th, 2010

We think Tactile CRM is one of the easiest CRM software systems there is, its such a really simple sales tool that we think you can get your users up and running with this list of 4 simple steps:

  1. Choose a secure password
  2. Subscribe to your Tactile CRM activities with your favourite calendar tool – it works with everything from Outlook to Google Calendar, iCal and everything in-between!
  3. Customise your dashboard to show the information you are interested in
  4. Add your drop box to your email client so that your emails appear in Tactile CRM

That’s all there is to it, you can even skip 2-4 if you want!

Do you have any ideas or tips that you give to your users? Just let us know and we’ll update the list.

An update on “Updates”

Written by george on Monday, June 21st, 2010

We’ve been busy over the last few months on a number of updates that we have been rolling out for Tactile CRM and we thought it was about time we became a bit more vocal about what we have been doing.

We will still announce new updates via the Tactile CRM dashboard and newsletter when they are available, but we will now be providing more regular updates on our new updates page on the Tactile CRM website.

Whilst we were at it, we’ve also updated the roadmap to be more accurate about our current plans, and a new release page shows what the major releases we have been working on it.

All these pages will be kept regularly updated as part of our new plans to keep you in the loop of what has been going on.

Contactology integrates with Tactile CRM

Written by george on Tuesday, April 6th, 2010

We’re pleased to announce the latest integration with Tactile CRM thanks to the hard work of the team at Contactology.

Contactology is an email marketing software built for business that allows you to easily create, send and track email messages, newsletters and more. Using the new Tactile CRM import driver users can:

  • Import contact data directly into your Contactology account from Tactile CRM.
  • Contactology imports the Tactile CRM custom field data allowing users to personalise their email marketing campaigns
  • Contactology automatically dedups your list
  • All unsubscribe data is managed within Contactology, eliminating the need for Tactile CRM users to manage email marketing preferences.

You can see how the integration works in the video below, and full details are available on the Contactology blog.

Tactile CRM Now Available Through the Google Apps Marketplace

Written by george on Tuesday, March 9th, 2010

We’re really pleased to announce that today we added our Tactile CRM app to the Google Apps Marketplace™, Google’s recently launched online storefront for Google Apps™ products and services. Tactile CRM is an easy to use contact and sales management system for small businesses. With Tactile CRM, sales people can view their business pipeline, manage customer contacts and integrate their contacts and calendar with Google Calendar™ and Google contacts.

“omelett.es ltd is committed to making seamless integration between online business apps easy for its customers, so adding our Tactile CRM app with the Google Apps Marketplace was a logical choice for us,” says George Step, head of product development, omelett.es. “Our customers have been asking for tighter integration with Google Apps to get a powerful suite of web applications that work together seamlessly to fulfill their day to day customer collaboration and sales requirements.”

omelett.es ltd has been providing easy contact and sales management for its worldwide user base for more than two years, allowing them to easily manage their customer contacts, emails, sales leads and pipeline in one easy to use system. With the launch of the Google Apps Marketplace, the Tactile CRM application now allows users to seamlessly move between applications using Google’s universal navigation and offers single sign-on built on OpenID. In addition, sending emails to customers from Tactile CRM is now a seamless experience using Gmail™, meetings are sync’d with Google Calendar and Tactile CRM application contacts are available in the Google shared address book for everyone in your business.

“We are very excited to have Tactile CRM in the Google Apps Marketplace,” adds Scott McMullan, partner lead for Google Apps. “Through the Google Apps Marketplace, ISVs like omelett.es are helping us build a rich ecosystem of integrated apps that work seamlessly with Google Apps, allowing IT administrators to leverage the benefits of cloud computing and extend Google Apps to meet more of their business needs. We are happy to offer Tactile CRM to the millions of Google Apps users who have embraced the cloud.”

The Google Apps Marketplace makes it easy for more than two million Google Apps customers to discover, purchase and deploy integrated business applications and related professional services. By integrating with user account and application data stored in Google Apps, these cloud applications provide a simpler user experience, increase business efficiency, and reduce administrative overhead. To learn more, visit google.com/appsmarketplace.

Google, Google Apps Marketplace, Google Apps, Google Calendar and Gmail are trademarks of Google Inc..

New: Activities CSV Export

Written by george on Wednesday, December 9th, 2009

We’re pleased to announce the release of our new export method for activities. Now, in addition to offering our iCal feed, you can export activities as a CSV file, and filter by tag too.

All you need to do is login, click on the activities tab and the new export options are available on the right.

Hopefully this will be useful to those of you who like to build slightly more customised reports and view your todos/activities in Excel.

New: Last contacted, opportunity history and more with our new stats

Written by Jake on Wednesday, November 11th, 2009

Following on from our earlier post where we introduced the new sales report in Tactile CRM, the second new feature we released today is the summary stats feature.

This new feature has been added to organisations, people and opportunities and allows you to see at a glance the key facts about what you are looking at.

Organisations and People Stats

About to contact an organisation or person? Now you can see when they were last contacted, what there is in the sales pipeline and what your win rate and average time to close has been on previous opportunities/deals.

Organisation View

Opportunity Stats

We’ve also updated the stats and opportunity views so that you can easily update the pipeline stage on opportunities and see the opportunity/deal value, probability and expected close date/age.

Opportunity Stats

These new stats are now available in Tactile CRM for users on paid plans. We hope you find it a useful addition to Tactile CRM and as always would value any feedback or suggestions you have that can make Tactile CRM even better.

New: Sales Reports

Written by Jake on Wednesday, November 11th, 2009

There is a lot of valuable data in your CRM system and knowing what has happened is just as important as knowing what you have in your sales pipeline.

So we’re pleased to announce the new sales report we have released for Tactile CRM – it is designed to compliment the existing pipeline report and allows you to see a 30/60/90 day report of all you won opportunities/deals.

30/60/90 Day Sales Report

You can even choose which period you want to view the report for with the handy date picker, and as an admin you can view the report for all users, or choose those you are interested in:

Date/User Picker for Sales Report

The new report is now available from the ‘Reports’ menu in Tactile for users on paid plans. We hope you find it a useful addition to Tactile CRM and as always would value any feedback or suggestions you have that can make Tactile CRM even better.

New: Dropbox System

Written by Jake on Wednesday, October 28th, 2009

It’s taken a while and a lot of testing but we released the new version of our dropbox system today. With the new system:

  • Email is parsed in realtime, no more waiting for email to appear
  • Each Organisation, Person (and most importantly) Opportunity, now have their own dropbox so you can attach email directly without having to login
  • You can now forward email automatically from your mail client to the dropbox to automatically keep email up to date

If you already use the built in email client in Tactile CRM, or use the mail links you don’t need to do anything different. However if you have your old dropbox address saved in your mail client you will need to update it to the new address. You can easily find it by logging in, clicking on the email tab and getting it there:

dropbox

The old dropbox system will carry on working until the end of November at which point it will be turned off.

We hope you find this new feature useful and easy to use. Do let us know if you have any thoughts, comments or feedback.

New: Updated View Pages

Written by Jake on 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.

How to capture web leads directly into Tactile CRM

Written by admin on Tuesday, October 13th, 2009

Tactile CRM has a built in tool for you to easily add a web form to your website so you can capture leads and customer data directly into Tactile CRM. Check out the 30 second video below on how to set it up, or scroll down to see more information:

Setting Up A Web Form

Setting up a web form in Tactile CRM is easy. Login as an admin user, visit the admin section and chose the ‘Configure Tactile CRM Web Form’.

You’ll need to choose which values you want to capture and make sure you tick the ‘Enable Web Form’ box to turn this feature on.

Web Form Setup

Click save and copy the code Tactile CRM gives you into your website and start collecting leads from your website. Check out our website to see a web form in action