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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.