An Online CRM is a one which can be accessed from anywhere and is primarily a multi-user system.

As the number of users in an organization grow, there are high chances many of them are working from different geographical locations; in different branches.

Adding Life To CRM

When you log into the CRM everyday and you see the same screens again-and-again, you get used to it. You pretty much know where the buttons are and the tabs that are enabled.

That’s why we decided to add some life to the CRM with profile pictures. Now you can add pictures into the profile page and have more fun while at work.

Avoid Confusion

When people are working from different geographical locations, there are chances that you might not have met them face-to-face. There is also a possibility of two or more people having the same name with the same spellings.

In these scenarios, if you assign a record to Person A from Chennai, instead of Person A from Delhi, it can cause confusion.

Hence to avoid confusion, now you have the option of verifying the person’s visual identity along with their designation; email address; and other details to confirm the same.

From now add your profile pictures into melssCRM and avoid confusion.

Check out our previous blog on Manage Activities on Google Calendar, Apple iCal, Microsoft Outlook and more.

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One of the most important aspects of marketing is the way you follow-up with leads. It reflects the commitment you have towards winning the deal and converting the prospect into a customer. The better you follow-up with all your leads, the greater are the chances that you end up doing more business with them.

Marketing and sales people find it difficult to remember all the follow-ups that they have to do during a particular time period; and that leads to lower productivity. SMS Reminders are a great way to keep oneself informed, however Email reminders may also do.

To solve this simple problem and give marketing & sales people an efficient tool that will help them remember how many leads they have to follow-up during a particular time period, we have added a widget – Last Activity On Leads.

This widget allows you configure time period ranges. Based on your business requirement and working style, you can configure duration.

Also it identifies leads on which no activity has been performed and displays the cumulative count for an individual user.

Now you can keep yourself informed on how many leads have you followed-up with; during a particular time period and based on that, boost the follow-up with leads.

Check out our previous blog on Keep Yourself Updated With CRM Notifications.

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I don’t know how to add a “Widget”!

As an organization, you may have thousands of customers and say if you serve a few hundred customers a month – How do you ensure prompt service to all customers?

Maintaining data in traditional ways like spreadsheet (excel) is one way you can do it, however it has its own disadvantages such as redundancy in data, prone to human errors and more. It also does not give you an automatic prompt as to which customers need to be serviced in the forthcoming days.

Analyzing these pain points, we had developed a Service Contract module and incorporated an Upcoming Preventive Maintenance widget. This widget helps you keep track of preventive maintenances that are scheduled in the forthcoming days.

For instance if you want to find out preventive maintenances that are scheduled this week, you can choose “One week” from the drop down available in the widget and you will get a list of preventive maintenances that are scheduled this week. Similarly you can find the scheduled preventive maintenances for two weeks and a month.

Now you can ensure prompt service to all your customers without having to worry about how you are going to remember them all.

Check out our previous blog on Shortcut To Generate Your Frequently Accessed Reports.

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.

Related Article:

I don’t know how to add a “Widget”!

Reporting is a basic necessity in any organization. Depending on a person’s job function, there may be more than one report that has to be generated on a regular frequency like daily, weekly, monthly and more.

The more accessible the reports are, the easier it is to take them. As time has progressed, a lot of users have started generating reports from melssCRM. We believe in making the system more usable and to further enhance the user-friendliness we have added a new widget – Reports Shortcuts.

Reports Shortcuts widget allows you to store quick links to any number of reports. This will help you save time. By clicking on the quick links from the dashboard you can generate reports instantly.

Personalize your dashboard to add the reports shortcuts widget and take reports quickly.

Check out our previous blog on New Ways To Analyze How You Perform Day-To-Day Activities.

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.

Related Article:

I don’t know how to add a “Widget”!

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.