Happy New Year 2011

“The object of a New Year is not that we should have a new year. It is that we should have a new soul. “ – G. K. Chesterton

Quote Source: NewYearFestival.com

melssCRM Team wishes you all a very Happy, Prosperous and a successful New Year 2011.

Google Chrome Integration: melssCRM Quick Lead

One of the toughest activity while doing business development is to generate new leads. Adding to the task of generating them is the routine data entry stuff that needs to be done.

When you are working under tight deadlines and targets, a tool such as melssCRM Google Chrome extension can simplify your data entry work.

How?

In two simple steps you can get started with melssCRM Quick Lead extension.

1. Install the melssCRM Quick Lead extension.

2. Login into your melssCRM account and start using it.

Hope you find this extension useful and speed-up the Lead generation process.

We are working on more exciting new features this season. Watch out!

Check out our previous blog on Social Integration With CRM – Track Tweets In melssCRM.

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.

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.

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”!

In earlier days when technology was in its budding stages, there were solutions that were rigid and modifying them required a lot of time and effort. Many times even after putting lot of efforts, some features were not customizable at all. However as businesses evolved over time, the need for making flexible solutions became imperative.

Each business is unique and it has its own requirements. It can be anything like adding new fields, removing fields, re-positioning fields, adding new sections, deleting sections, setting some custom fields as mandatory and so on.

To cater to these requirements, we have now developed better capabilities to customize the screen layout and fields.

The standard Leads screen layout in melssCRM looks like this.

Now let us see how to customize the Leads page layout according to your business’ requirement.

You can drag & drop the necessary fields to the Leads screen layout, in the desired section and remove some unnecessary fields. Also you can create/delete sections and organize the fields in different sections according to your requirement. However you cannot remove melssCRM defined mandatory fields.

After you finish customizing your Leads page layout, you can click on save layout and then publish it.

The all new Leads screen layout, customized exquisitely for your organization may look like this.

We believe that the page layout customization will increase the usability of the CRM and also help you do your work better.

What do you think about this whole new feature of customizing your own layout? Have you tried it yet?

Note:

This feature is currently available only for Leads.

Related Article:

Can I customize the Leads page layout?