If you are a GoldMine Corporate or Premium organization, you'll want to know about WMobile. It provides live access to all your GoldMine data on any browser equipped smart phone, IPad, Laptop or whatever. Following is the presentation made on May 18, 2011 by WMobile creator Chris Wettre and Rick Mignano.
Note: you can use the progress bar on the bottom of this presentation to move forward or repeat a section.
If you've been thinking about switching to a web based CRM or Sales system, think about WMobile. You can be up and running within a day and you have no monthly subscription costs or data conversion costs. Those can be huge. Demos and trials are available. Call us for more info @ 847-382-4500 or visit our website.
Tech.Sell consults and coaches on applying CRM and Sales Automation technology 847-382-4500.
Thursday, May 19, 2011
Tuesday, May 17, 2011
What's your CRM program doing for your bottom line?
Draw a line in the sand with your CRM or Sales Automation program!
What's important and what's not.
Tech.Sell's CRM SFA Survey helps examine what's important and how your CRM system meets those goals.
Submit the form and spend a complimentary 30 minutes with a Tech.Sell CRM and SFA pro. We'll listen to the pro's and cons of your system and make some suggestions that can help you get a better payback. We've learned a couple of helpful dos and don'ts of CRM over the last 16 years.
Take the CRM SFA survey now!
What's important and what's not.Tech.Sell's CRM SFA Survey helps examine what's important and how your CRM system meets those goals.
Submit the form and spend a complimentary 30 minutes with a Tech.Sell CRM and SFA pro. We'll listen to the pro's and cons of your system and make some suggestions that can help you get a better payback. We've learned a couple of helpful dos and don'ts of CRM over the last 16 years.
Take the CRM SFA survey now!
Tuesday, May 3, 2011
LeadMaster Rolls Out New Interface Enhancements
LeadMaster is a great on line sales CRM system that flies under the SalesForce.com radar.
For $60 per month, users get a complete array of features INCLUDED with the program. Things like Outlook synch, Quote Module, Unlimited customizations that you can do, text or email notification, workflow automation and much more. Call us for details 847-382-4500 or click here
New Interface Enhancements
This weekend LeadMaster rolled several interface enhancements into production.
First, you’ll notice that the Quick Search box has been moved above the short cuts box on the home page. Enter the first few characters of the company or contact’s last name, click Go and you’ll be taken directly to the search results of matching records. Or, just click Go and you’ll see the latest records that have been added to your database. I use this feature frequently to see what records have come in from landing pages.
Next you’ll notice that many of the features, functions, menus and links now have a roll-over preview.
Shortcuts and MySearches now provide drop down menus. If you’re like me and you use the Shortcuts and Saved Searches a lot you’ll like that it takes one less click to access your shortcuts and searches.
You’ll see the first 20 shortcuts and saved searches sorted by name.
The shortcut to the calendar now provides a preview of today’s calendar when you mouse over today’s date & time.
When positioning the mouse over the New Leads link you’ll see a preview of those records.
When positioning the mouse over many of the links in the ‘Call Backs/Events’, ‘My Cases’ and ‘My Tasks’ lists, a preview of the content for the link displays.
Previews have also been added to the Sales Update, Edit Profile and View Profile pages
Preview windows now show when positioning the mouse over:
1. Contact name
2. Opportunity name
3. Case number
4. Call back date & time
First, you’ll notice that the Quick Search box has been moved above the short cuts box on the home page. Enter the first few characters of the company or contact’s last name, click Go and you’ll be taken directly to the search results of matching records. Or, just click Go and you’ll see the latest records that have been added to your database. I use this feature frequently to see what records have come in from landing pages.
Quick Search Moved Above the Shortcuts Box
Shortcuts and MySearches now provide drop down menus. If you’re like me and you use the Shortcuts and Saved Searches a lot you’ll like that it takes one less click to access your shortcuts and searches.
Shortcuts - Down down menu / preview
Saved Searches Menu
Calendar Preview Available with Mouse-Over
Mouse Over New Leads Shows a Preview of those Records
My Tasks Preview
My Tasks Preview
Recent Items Preview
Recent Items Preview
Preview windows now show when positioning the mouse over:
1. Contact name
2. Opportunity name
3. Case number
4. Call back date & time
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