Posts from September 2009.

Implement Password Policy to enhance security and increase your efficiency by setting Reminders

Password Policy

Online Security – the biggest concern for any enterprise. Critical information of the customer and organization is stored online and they need to be well protected. Brute force password cracking is one of best prices on viagra 100mg the oldest methods to hack a password. Moreover hackers viagra young are finding new ways everyday to break the toughest of security measures.

Theoretically an ideal solution would be to educate your employees about the threats of password cracking, believe that everyone uses a safe password and they renew it periodically. However enterprises cannot run cheap generic viagra on beliefs, they need to be sure about their online security.

melssCRM now introduces a feature – Password Policy to address can you buy viagra over counter uk this issue. It allows you to:

1. Enforce Password

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2. Maintain Complexity of Passwords
3. Password Expiry happy pharmacy online Period
4. Maximum Invalid Log-ins
5. Lockout Period


To know more about melssCRM certified online pharmacy canada place to buy viagra Password viagra generic Policy, read on:

What is Password Policy?
How do I set Password Policy?

Suggested Reading on viagra online canadian pharmacy Online Password Security:




One of the key benefits of a CRM is – it automates ordering cialis online safe your business processes. This enables the cyclic business process to run smoothly.

Does that

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mean the benefits should be limited to the business alone or could it be extended to the humans who use the CRM Solution?

We think humans are the most important part of the CRM cycle and every benefit for the business should be translated as a benefit

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to the humans as well. In short, make melssCRM user-friendly.

Forgetfulness is human nature and to ensure you remember it, is your duty.

Reminders are an integral part of our routine life. If you want to make a call or catch up with someone, you set a reminder. On receiving the reminder, you are most likely to complete the task that you set a reminder for.

Now we have rolled out a feature to set Reminders on Leads, Accounts, Contacts, Opportunities, Activities and Cases. cialis does not work for me Prior to this, there was a provision to set Reminders on Activities alone, is cialis safe with high blood pressure it has been improved and implemented universally across different tabs. You can set multiple reminders on a single item as well. Reminders can be set either while creating a new item or after it has been created.

Adding a Reminder for an existing item


Adding a Reminder while adding a New

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to add Reminders, visit the following help sections:
Leads, Accounts, Contacts, Opportunities, Activities, Cases.

Factors you should keep in mind while buying a CRM

“Consumers understand that they have a choice, but they have no idea how to decide.”

Sergio Zyman

In a fiercely competitive world, businesses need to continuously improve their Customer Experience to gain their loyalty and retain customers. To stay competitive, it becomes imperative for you to invest in a Customer Relationship Management (CRM) Solution. Before you invest, you need to be aware of certain factors that will determine your CRM success.

#CRM needs vary from business-to-business. Unless you thoroughly evaluate the functionality of a CRM it will be difficult to determine if that CRM Solution is a perfect fit for your business needs.

+Precisely for this reason, going for a Software-as-a-Service (SaaS) model is the best option. Most SaaS solutions work on a pay-as-you-use basis. Which means that you are not bound by contracts or long-term licenses. Adding a feather to this model is the free trial editions or free users or both. You don’t have to pay to evaluate a CRM.

#Alignment with standard industry processes, that can be configured to your business requirements.

+On demand CRM offers industry-accepted processes by default, clubbed with best practices; that can be integrated into your business processes with effortless ease. This enables you to improve

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the way your business functions.

#Enterprise Class Support – There should be more than one channel to communicate with the CRM provider.

+In general you should be entitled to Online Help, Email Support and Web Chat. Worst case you should be directly able to contact for some human assistance.

#Businesses keep evolving day-by-day. What you did not require when you buy the CRM will become a necessity somewhere

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down the line. In such scenarios, scalability of the CRM Solution is most important.

+The biggest advantage of SaaS model is that it is Flexible,

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Agile and Scalable. As your business needs evolves, an On Demand CRM Solution is flexible enough to swiftly provide you with features, which you need that are pre-built or agile enough to build features based on your request. There are options to upgrade from one edition to another that takes care of the scalability.

#When your business grows, you deal with large volumes of data; and the data exchange also takes place rapidly. Large volumes of data means increased infrastructure requirements and increased data exchange equals increased network traffic. Infrastructure can also be associated with the hardware upgrades.

+On demand CRM Solution is hosted on the Cloud (internet) and is designed to handle large volumes of data and traffic. There is no hardware requirement on your part as such, except for fully functional computer with an active Internet connection.

#No matter what, your business must go on. Your customers should not be affected. If there is an unforeseen event or a natural calamity that cannot be controlled by humans, there should a mechanism to prevent data loss and the smooth functioning of the CRM Solution.

+Typically, your data is backed up at least once a day and is stored in geographically different locations. This eliminates the risk from natural calamities or events that

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are specific to a geographic location. Also the servers have a back up in more than location to avoid any loss of continuity in business.

#The stability of the CRM Solution is critical for your business. If the CRM system goes down, your business comes to a halt. This will apply for most businesses. In that case, how fast the CRM is up and running again will count. Usually, this occurs due to poor maintenance.

+To tackle this problem, CRM Solution goes on regular maintenance. This regular maintenance is planned well in advance and is intimated to the customer before hand. This allows the customer to plan accordingly and function. By and large this maintenance is performed during non-business hours or on holidays.

#The difference between manually regulating your business and using a CRM is that it automates your business processes. Reports can be generated almost effortlessly and it gives your business tangible benefits.

+CRM Solution is a tool to automate your business processes. It gives you various types of reports that can be analyzed to gain insight into your business and leverage your business practices. These reports give key performance metrics of your business and individuals.

“I never get the accountants in before I start up a business. It’s done on gut feeling, especially if I can see that they are taking the mickey out of the consumer.”

Richard Branson

#When you regulate your business manually, you are dependent on the individual’s capacity to judge and analyze prospects, opportunities, etc. You tend to take

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decisions based on gut feeling. In the absence of an efficient individual you are left nowhere in this competitive world.

+A CRM Solution enables you to take decisions based on the available data and the past trends. Decision will be based on logic and not gut feeling. Your business is also not dependent on an efficient individual. Also the close integration of the CRM system with your business processes keeps you informed and helps you make rational commitments while dealing with customers.

#Return on Investment (ROI) of CRM Solution needs to be analyzed carefully before investing. It can vary from business-to-business and industry-to-industry. No two businesses are the same; hence comparison should be avoided. Instead independent ROI estimates can give you a better perspective

+Solutions that work on a SaaS model are generally on a pay-as-you-use basis. The cost of buying a hosted CRM can be easily calculated before hand and sensible decisions can be made. Moreover there is no upfront investment and therefore it is risk free. The time taken for deployment is near zero, except for initial configuration to suit your business needs. The cost associated with deployment time is also reduced, thereby giving quick returns.

“Faced with the choice between changing one’s mind and proving that there is no need to do so, almost everybody gets busy on the proof.”

John Kenneth Galbraith

#Usability is a key factor, which will influence the acceptance of CRM. The more usable the system is, the more readily the employees in your company accept it.

+CRM Solution gives special attention to design, usability and the overall aesthetics of the system as it is designed to serve a wide range of customers across industries.

There is one factor that is independent of evaluating a CRM – Top Management’s Commitment. It determines the success of any CRM implementation

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regardless of the CRM Solution.

On a final note, a CRM Solution needs to be carefully evaluated to see if it is in cognizance with your business needs. Once you found the right matrix of functionality, reliability and usability; it’s time you go CRM!

If you think there are other factors to consider before buying CRM, do share it with us.

Make your life easier – Import feature to upload data and Custom Field Selection in Reports

Import – The Smart way to upload data

Interoperability between different applications is one of the keys to user friendliness and usefulness of the system.

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applications, it should allow Data migration. Data migration has its inherent problems like misspelled names or entries, redundant data and so on; thereby leading to inconsistent data.

When entering large amounts of data, multiple entries and other human errors are bound to happen. Controlling them seems possible, but practically it may be difficult.

In such a scenario, what should you do? Should you manually check each

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entry after it is uploaded? Should you leave it the way it is?

While the first option does not seem possible if there is huge amount of data, the second option is not what you are looking at.

This situation can be easily tackled by using the bulk import option.

Leads, Contacts, Accounts, Products, Cases – All these have an Import option on the right side of the screen.

Import Accounts as CSV

For step-by-step guide on

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how to import your data, click here.

Some value additions to the import process

We know the problems that redundant data can create. In order to avoid this, melssCRM automatically checks for redundant entries within the system and displays entries that are redundant while you upload the import file..

Also it checks for redundant

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Custom Field Selection in Reports

Generating reports

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is quite a simple task. Specify the parameters and the system generates reports for you.

Sometimes you will require reports for different purposes, which need information that is not available in the standard report format. You know that the data field you want in the report is available in the CRM but you are unable to generate it because there is no such cheap viagra cialis parameter to get the data onto the reports.

melssCRM has now introduced Custom Field Selection in reports. All you have to do is select the data fields in the report and generate it.


For step-by-step guide on how to viagra pharmacy prices customize your report view, click here.

melssCRM Team continuously works to improve the usefulness and the usability of melssCRM. We hope that this feature will be of great use to you. If you feel there can be improvements made to the existing system or you want a new feature, you are always welcome to give suggestions in the comments section.

Usability – Some features that keep the factor high for melssCRM


Have you ever scanned your entire mailbox scrambling for that one mail which you got from your customer someday and end up with no success? From Leads to Cases, there are some things that need to be marked at once to distinguish them from others.

Star is one of the simplest of features that people use; yet sometimes do not realize the value of it. The biggest advantage of having this feature is that it saves you a lot of time. Especially when you are in a hurry, it gives you the fastest results with a click or two.
The functionality is so simple that anyone can use it intuitively and save him/herself from the hassle of scrambling all the way.

Leads, Contacts, Accounts, Products, Opportunities, Activities, Cases – All these have a sorting option that allow you to view only Starred items. To view starred items you can follow these steps:

1. Click on any tab. Eg. Accounts.
2. Click on the dropdown list near View.
3. Select Starred Items. Eg. Starred Accounts.

Track This

You refer one of your friends to buy a product that your company sells. Naturally you want to keep track of the account. You know that

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the sales person will add your friend as an account from his login and you will not be able to keep track of what is happening with that account.

You need to be well informed of what product he buys, how the customer service is, any future upgrades

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and offers, etc so that next time he calls you or you do, you don’t look like a fool. Your reputation is at stake. What can you do?

One sure shot way is to find out which sales person is handling your friend’s account and to get regular updates from him. Though this

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idea seems possible, it is less feasible because your company has many departments with different functions and lot of employees.

We put our vipps online canadian pharmacy heads to the task and came up with a solution – Track This. Taking advantage of this feature, you can keep yourself updated on your friend’s association with the company.

When you view an account,

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on the right hand side there is a Tool – Track This. Once you click on Track

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This, the owner of the account will come to know that you are tracking the account. He will get a list of users who are tracking the account the next time he views the account.


Track-This-3 Track-This-4

You get an email notification every time a change or update is rx viagra made to that buy original cialis account. Sometimes you can even intervene so that your friend gets the best deal or service. Now you are fully aware of how the relationship of your friend with your company is. In future, while communicating with your friend, you will be confident that you can make him feel a valued customer of your company.


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end of the day, the most important outcome is that your customer is satisfied with your company’s products or services. This is what any company would strive for.

Note: In general, this explanation is predominantly about accounts and hence the example is on tracking the account. You can track Leads, Contacts, Products, Activities and Cases using the Track This feature.

Quick Search

Everyday when we you log into melssCRM you don’t have to go to a specific tab, say Accounts and search for a specific item. Using the Quick Search feature you can open any item by typing the full name. Alternatively, you can search by typing part of the name. You can add this widget by personalizing your dashboard and choosing the Quick Search widget.


Related Links:

What will happen If I click on “Track This”?

I don’t know how to add a “Widget”!