A CRM is an application with which you work day-in-day-out. Over a period of time you get so accustomed to it that you start feeling – “Is there a faster way to do this?”

Yes. Now there is.

We have analyzed the routine patterns in which customers use melssCRM through regular one-on-one sessions and based on the valuable feedback, we have now implemented a new feature – Next Steps, to boost the speed with which you do your routine job.

Next Steps

Next Steps is a simple suggestion tool that will be displayed on top of the screen every time you save a record (Accounts, Contacts, Opportunities, etc).

When you click on Next Steps, it gives you list of steps that you can do next.

A bonus improvement to this feature is that if you simply wish to view the saved item, you can directly click on the item name – which is now a link. On clicking the name, you will be taken to the view page of that item.