Have you ever thought of doing many things with one tool? One common example would be the mobile phones that we use in our day to day lives. We use it as a phone, alarm, calculator, torch, browser, camera, music player and many other applications.

But what does it have to do with CRM? We have been used to using the CRM only for one purpose and it is “Customer Relationship Management”.

In real world, people want more value for their money and are wanting new ways to use the CRM. One of customer said, “Is there some way we can use the CRM and our corporate website together?”.

Yes. Now you can. We have added a new widget called – Web Frame. This allows you to add your website in the dashboard of melssCRM.

We tried adding our corporate website http://www.melssindia.com/ and realized that this widget could be used for multiple purposes.

One of the use cases that we thought of was getting search results inside melssCRM. So we added one more instance of the widget and linked it to http://www.google.com/.

There we go. Now melssCRM’s dashboard becomes a multi-tasking tool. You can add any website of your choice in the CRM and continue enjoying the work.

How did you like this little piece of innovation from the melssCRM team. Please feel free to share your views.

Check out our previous blog on Put A Full Stop To Your Filing Cabinets. Go Virtual With melssCRM File Storage Service.

If you would like to keep yourself informed on the latest features and updates, you can subscribe to melssCRM blog through email or Get Social With melssCRM Team.

Filing cabinets are a great way to organize and retrieve your files – provided you properly name, organize and maintain them. Worst case you can still search the entire cabinet and there are great chances that you will find the file that you were looking for.

However, there is a lot of difference between finding what you want; when you need it and finding it at later point of time, after hours of slogging. This is one drawback with the filing cabinets.

If your organization is very old and you have years of files piled up? How would you retrieve a file when you need it at once? Moreover how would you save your digital files? What if you are on the move and require all your customer communications with you?

Realizing this pressing need and analyzing all the pain points of the old style filing cabinet system, we have recently added a new feature that will allow you to add file attachments into the CRM. You can now tag files to individual items and store them. You can also quickly search for a particular item and retrieve a file associated with it.

Now you can say goodbye to your old filing cabinets, free up some space at your office and hop on to the melssCRM file storage service.

The Storage Service comes in a pack of 5 GB and 10 GB. For more information on how you can add more virtual space to your CRM account, please contact us.

Check out our previous blog on Search Intelligence: The Way To Go Forward In CRM.

If you would like to keep yourself informed on the latest features and updates, you can subscribe to melssCRM Blog through email or Get Social with melssCRM team.

In an organization, there are tons of data that needs to be stored and retrieved; whenever it is required. And as the organization grows, the amount of data also grows exponentially. And someday, you may face a situation where searching for the right customer information becomes a herculean task.

“I know I’m searching for something,

Something so undefined,

That it can be seen,

By the eyes of the blind,

In the middle of the night.” – Billy Joel, American Pianist, Singer and Song Writer

Source: Thinkexist.com

While searching for your customer information, if you ever felt like what Billy Joel felt – you may want to take a look at melssCRM’s latest feature Intelligent Search.

We have introduced a search capability to our regular search box that will suggest you the list of accounts or leads – as you type. This makes the search for information within melssCRM dynamic. The search also has intelligence built into it, to have your search results prioritized based on usage pattern.

Over a period of time, the melssCRM intelligent search understands your preferences and shows you the most clicked items on top, so that you don’t have to search for information again and again.

“Search is the ultimate expression of the power of the individual, using a computer, looking at the world, and finding exactly what they want” – Eric Schmidt, Google CEO.

Source: Schipul.com

And as Eric said, we would try and improve our search capabilities within melssCRM to give you the best results possible, every time.

How did you like our feature? If you have any suggestions, do drop in a line.

Every day, you deal with numerous files that are either stored on a computer or a physical location. Have you ever faced a situation where you searched for a file and you were unable to find it when you needed it the most or you lost that file completely? We’re introducing a new way to store and retrieve your files – a file storage service from melssCRM that allows you tag a file to a particular item and retrieve it from there.

Files related to a particular item can be stored along with it and in turn this helps your organize your files better. Moreover this gives you agility and flexibility of having the access to all your files through the Internet, from any computer and most important – on the move.

Copies of all important customer communication records likes requirements specifications documents, quotations, invoices, customer purchase orders, job cards, price lists, brochures, marketing collateral, service reports, complaint reports, etc all these can be stored in the CRM.

We’re looking forward to seeing how useful this feature will be to you in the days to come.

Check out our previous blog on how you can Work As A Team To Resolve Customer Complaints.

If you would like to keep yourself informed on the latest features and updates, you can subscribe to melssCRM Blog through email.