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.

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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.

TEAM – Together Everyone Achieves More

Customers are very demanding when it comes to customer support. In most instances they are likely facing some problem with your product/service and want it rectified as soon as possible.

As an organization when you extend your support to the customers, the concerned people from the support team or the department are expected to know about the problems and respond back when ever your customers seek help from you.

Support can determine how well is your relationship with your customers. A standard email practice is to keep all the concerned people on a Carbon Copy (CC).

Now how do you replicate this inside a CRM? We have now come up with a feature that will allow you to Set Tracking for multiple people.

Once the tracking is enabled whenever you make a change to that case, all team members for whom tracking is enabled will get an email alert. This will help you work as a team and be updated on customer issues and resolve them as a team.

And as Vince Lombardi says “Build for your team a feeling of oneness, of dependence on one another and of strength to be derived by unity”.

When you customer support department works as a team, you can bring a smiles to more customers.

Related Article:

Can I “Track This” Case?

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?

melssCRM was launched in August last year and has been constantly improved since then. Upon interacting with users, we have found that they have got used to the interface and would like to get additional features that will allow them to do their work even faster. We had earlier done some improvements on usability to reduce the amount of typing and working with few clicks.

As the title of this blog suggests, the key focus is on shortcuts. During our recent update, we have launched two new keyboard shortcuts – F and N.

When the cursor is not on any text box or input field, if you press F on your keyboard, a search box opens up. You can type the search query in the search box; choose the module from the dropdown list on the right side and search/open the particular item.

Similarly, if you press N on your keyboard, a new window pops-up on your screen which helps you create new items.

How do you like these features? Do you have any suggestions on them? We would love to hear it.