Commence Wins Round One of Capterra’s CRM Software Challenge - Story From: Commence CRM Blog
If you have been following Capterra’s CRM Madness online tournament you know that thanks to your support Commence CRM has moved into round two of the CRM vendor challenge. While this is exciting we need to call on you one more time so others can learn about the value they can realize [...]
Categories: CRM, CRM Online, CRM Software, Commence News, crm vendor Tags: Commence CRM, CRM, CRM Software
Every CRM System Has a Sweet Spot - Story From: Commence CRM Blog
If you are considering implementing CRM software for your business perhaps the following recommendations will help. First, it is important to realize that despite the fact that CRM solution providers try to be all things to all people, every CRM system is targeted at a specific market sector. Programs like Zoho for example start out [...]
Categories: CEO Corner, CRM Software, Commence News, Enterprise CRM, crm solution, crm vendor, microsoft dynamics crm, online crm Tags: Commence CRM, CRM, CRM Software
Which CRM System Should You Choose? - Story From: Commence CRM Blog
How to select CRM software
Categories: CEO Corner, Commence News, crm vendor Tags: Commence CRM, CRM, CRM Software
Commence Helps Desktop Customers Migrate to Hosted CRM Service - Story From: Commence CRM Blog
Commence Corporation, a leading provider of Customer Relationship Management software (CRM), is offering traditional desktop CRM customers the option to migrate to the company’s new online CRM hosted service. “The economic environment has hit many small to mid-size businesses very hard” says Todd Pape, Chief Information Officer at Commence. Many are working with dated hardware [...]
Categories: CEO Corner, CRM Online, CRM Software, Commence News, crm vendor, hosted-crm, online crm, sales force automation Tags: Commence CRM
CRM Hosting is Not All The Same - Story From: Commence CRM Blog
If you are looking to implement CRM software it is important to take note of the following: all CRM software hosting services are not the same. Companies that are engaged in the selection of a CRM solution tend to spend the majority of their time evaluating a product’s features and functions. While this is perfectly [...]
Categories: CEO Corner, CRM, CRM Software, Commence News, Web Based CRM, crm solution, crm vendor, hosted-crm, online crm, sales force automation Tags: Commence CRM
RightSignature now integrates with Capsule - Story From: Capsule CRM Blog
At Capsule HQ we like to stay paper free. We keep all our paperwork digital which in addition to enhancing our green cred, means we never have to go through stacks of papers or filing cabinets to find our documents. So when we needed a process for getting legally binding signatures from employees and partners, we wanted a solution that could load a document from Google Apps and allow it to be signed easily, without printing or scanning. There are a few solutions for this in the market, but the one we choose was RightSignature which appealed to us with fair pricing and a simple, elegant approach. The good news for our customers is that RightSignature have integrated with Capsule and so you can now use RightSignature to easily send contracts, NDA’s, and forms to your customers and other contacts for legally binding e-signature online. You’ll need an account with RightSignature to take advantage of the integration. For detailed instructions on how to link it with Capsule, visit our support page on the RightSignature integration. Check out this video to see it in action:
Categories: Capsule CRM, crm vendor Tags: Capsule CRM, Google Apps
RightSignature now integrates with Capsule - Story From: Capsule CRM Blog
At Capsule HQ we like to stay paper free. We keep all our paperwork digital which in addition to enhancing our green credentials means we never have to go through stacks of papers or filing cabinets to find our documents. So when we needed a process for getting legally binding signatures from employees and partners we wanted a solution that could load a document from Google Apps and allow it to be signed easily, without printing or scanning. There are a few solutions for this in the market, but the one we choose was RightSignature which appealed to us with fair pricing and a simple, elegant approach. The good news for our customers is that RightSignature have integrated with Capsule and so you can now use RightSignature to easily send contracts, NDA’s, and forms to your customers and other contacts for legally binding e-signature online. You’ll need an account with RightSignature to take advantage of the integration. For detailed instructions on how to link it with Capsule, visit our support page on the RightSignature integration. Check out this video to see it in action:
Categories: Capsule CRM, crm vendor Tags: Capsule CRM, Google Apps
Capsulecrm.com refresh - Story From: Capsule CRM Blog
We're excited to have rolled out a new design for http://capsulecrm.com. Technically we've made use of web standards such as HTML5 and you'll find some very smooth CSS3 animations dotted around the site. In terms of content you'll still see familiar pages such as the blog and features page, but we're sure you'll find the new design smoother and easier to navigate. We've also added the ability to login to your Capsule account through the website. This feature is a response to our customer request and something we felt was useful for the new website. One final thing you'll find is a video showing off Capsules features on the home page, including a look at the mobile app, just click the play button to watch! We hope you like the new design and don't hesitate to give us some feedback!
Categories: Capsule CRM, crm vendor Tags: Capsule CRM, Google Apps
Into the finals for CRM Idol - Story From: Capsule CRM Blog
We're very pleased that Capsule has made it to the finals of the CRM Idol contest. CRM Idol is a new competition that showcases the best in startups in the customer service area. It's been a great opportunity for us to get extra exposure around Capsule and to get feedback from respected influencers in the CRM industry. The competition kicked off for us in September and our presentation to the judges in the first round got us through to the finals. You can read what the judges thought about us in their review. Now the competition has been opened up to a wider set of judges and to the public for voting in the final round. We'd love your vote! Watch the videos and cast your vote Whatever the outcome of the vote, it's been a great experience (thanks Judges!) and we're very grateful for the chance to introduce Capsule to a wider audience. Good luck to our fellow finalists.
Categories: Capsule CRM, crm vendor Tags: Capsule CRM, Google Apps
Turn on/off Capsule for Google Apps users - Story From: Capsule CRM Blog
If you have a paid google apps account you now have the possibility to choose which of your users that can see and use the Capsule gmail gadget or not. If you for example have a lot of google apps users but only a few of them user Capsule, why not turn off the gadget for the rest of your users. The gadget will only be there for the relevant users and won't cause confusion for the rest of your google apps users. What you have to do as administrator of your google apps domain is the following: Go to your google apps dashboard Select the Organisations & users tab Click the Add sub-organization button at the top right Add a sub-organization with an appropriate name ('Capsule Users' for example) Go back to the list with all your users and move the users that need access to Capsule to the Capsule Users sub-organization You move a user by ticking the box next to the user name and then using the Move to menu at the top to move the user to a different sub-organization Once you have moved all the users to the correct sub-organization you can edit the application access You will find your newly created sub-organization on the left hand side Click the Capsule Users sub-organization and then go to the Services tab Now you can override the inherited services access and turn on or off any services you would like, including Capsule CRM Google has written a blog post about how this all works, you can find it here
Categories: Capsule CRM, Integration, crm vendor Tags: Capsule CRM, Google Apps
New Capsule Support Portal - Story From: Capsule CRM Blog
We have updated the Capsule support portal. It now includes full content search and it can be accessed from the support link on our main site. For those who haven't used the support portal, it includes a range of help articles and instructions for using Capsule. It's a good place to start if you're ever unsure of anything. View the support portal
Categories: Capsule CRM, crm vendor Tags: Capsule CRM, Google Apps
Quote Roller integrates with Capsule - Story From: The Capsule CRM Blog
The team at Quote Roller have integrated with Capsule to make it easy to send great looking proposals to your Capsule contacts. Check out their video to find out more about how Quote Roller can help with your sales process. Quote Roller - create and send proposals in 15 minutes from Quote Roller on Vimeo.
Categories: Capsule CRM, crm vendor Tags: Capsule CRM, Google Apps
Quote Roller integrates with Capsule - Story From: Capsule CRM Blog
The team at Quote Roller have integrated with Capsule to make it easy to send great looking proposals to your Capsule contacts. Check out their video to find out more about how Quote Roller can help with your sales process. Quote Roller - create and send proposals in 15 minutes from Quote Roller on Vimeo.
Categories: Capsule CRM, crm vendor Tags: Capsule CRM, Google Apps
Navigation refresh - Story From: The Capsule CRM Blog
We’ve rolled out an update to the Capsule navigation bar. Along with a fresh look for the icons and styling, the new navigation bar improves the way the navigation elements work. With ever increasing screen resolutions we wanted a design that took advantage of the available screen space. Over 90% of our users have a screen resolution that exceeds 1024x768. In the previous design the number of recently accessed records that showed across the top was fixed to 5 links. In the new design this section expands and contracts to show as many recently accessed records as you’ve got space for. In the previous design the search box sat below the navigation bar in the page header. The new design unifies the search with other navigation links in the navigation bar. And finally, the “more” menu has been removed and replaced with the name of the logged in user which also acts as a drop down menu to provide links to user preferences, help and logout. The new design: As before, the color of the navigation bar is customisable so that you can match Capsule with your brand if you wish. Here’s an example in blue: The old design for comparison: We’ve taken advantage of a number of CSS3 features in the new design such as transitions and the usual rounded corners and shadows. To get the full experience be sure to use a browser that supports the latest web standards such as Chrome, Firefox or Safari rather than Internet Explorer.
Categories: Capsule CRM, crm vendor Tags: Capsule CRM, Google Apps
Navigation refresh - Story From: Capsule CRM Blog
We’ve rolled out an update to the Capsule navigation bar. Along with a fresh look for the icons and styling, the new navigation bar improves the way the navigation elements work. With ever increasing screen resolutions we wanted a design that took advantage of the available screen space. Over 90% of our users have a screen resolution that exceeds 1024x768. In the previous design the number of recently accessed records that showed across the top was fixed to 5 links. In the new design this section expands and contracts to show as many recently accessed records as you’ve got space for. In the previous design the search box sat below the navigation bar in the page header. The new design unifies the search with other navigation links in the navigation bar. And finally, the “more” menu has been removed and replaced with the name of the logged in user which also acts as a drop down menu to provide links to user preferences, help and logout. The new design: As before, the color of the navigation bar is customisable so that you can match Capsule with your brand if you wish. Here’s an example in blue: The old design for comparison: We’ve taken advantage of a number of CSS3 features in the new design such as transitions and the usual rounded corners and shadows. To get the full experience be sure to use a browser that supports the latest web standards such as Chrome, Firefox or Safari rather than Internet Explorer.
Categories: Capsule CRM, crm vendor Tags: Capsule CRM, Google Apps
Navigation refresh - Story From: The Capsule CRM Blog
We’ve rolled out an update to the Capsule navigation bar. Along with a fresh look for the icons and styling, the new navigation bar improves the way the navigation elements work. With ever increasing screen resolutions we wanted a design that took advantage of the available screen space. Over 90% of our users have a screen resolution that exceeds 1024x768. In the previous design the number of recently accessed records that showed across the top was fixed to 5 links. In the new design this section expands and contracts to show as many recently accessed records as you’ve got space for. In the previous design the search box sat below the navigation bar in the page header. The new design unifies the search with other navigation links in the navigation bar. And finally, the “more” menu has been removed and replaced with the name of the logged in user which also acts as a drop down menu to provide links to user preferences, help and logout. The new design: As before, the color of the navigation bar is customisable so that you can match Capsule with your brand if you wish. Here’s an example in blue: The old design for comparison: We’ve taken advantage of a number of CSS3 features in the new design such as transitions and the usual rounded corners and shadows. To get the full experience be sure to use a browser that supports the latest web standards such as Chrome, Firefox or Safari rather than Internet Explorer.
Categories: Capsule CRM, crm vendor Tags: Capsule CRM, Google Apps
Control who can export - Story From: The Capsule CRM Blog
One of the popular requests we’ve had from customers is control over which users can do a full export of contacts. A number of customers have told us they’ve spent years building up their customer database and so they feel it should be possible to prevent some or all of their users from exporting a copy to keep for themselves. It’s now possible to control which users can export contacts, opportunities and cases to CSV or vCard file. When adding or updating a user, the following option will appear: If the right to export is removed from an administrator then the administrator will not be able to assign the right to other users.
Categories: Capsule CRM, crm vendor Tags: Capsule CRM, Google Apps
Control who can export - Story From: Capsule CRM Blog
One of the popular requests we’ve had from customers is control over which users can do a full export of contacts. A number of customers have told us they’ve spent years building up their customer database and so they feel it should be possible to prevent some or all of their users from exporting a copy to keep for themselves. It’s now possible to control which users can export contacts, opportunities and cases to CSV or vCard file. When adding or updating a user, the following option will appear: If the right to export is removed from an administrator then the administrator will not be able to assign the right to other users.
Categories: Capsule CRM, crm vendor Tags: Capsule CRM, Google Apps
Control who can export - Story From: The Capsule CRM Blog
One of the popular requests we’ve had from customers is control over which users can do a full export of contacts. A number of customers have told us they’ve spent years building up their customer database and so they feel it should be possible to prevent some or all of their users from exporting a copy to keep for themselves. It’s now possible to control which users can export contacts, opportunities and cases to CSV or vCard file. When adding or updating a user, the following option will appear: If the right to export is removed from an administrator then the administrator will not be able to assign the right to other users.
Categories: Capsule CRM, crm vendor Tags: Capsule CRM, Google Apps
Speedy date entry - Story From: The Capsule CRM Blog
We've recently updated Capsule to make it easy to enter dates, such as entering a due date for a task, or the expected close date for an opportunity, or for a custom fields that you've defined. The old date input did a fine job of selecting an upcoming date from a calendar but it prevented direct input of a date, so in situations where you knew the specific date you had to click through the calendar to find it. The new date input allows both options. You can key the date directly into the field if you know it, or you can pick a date from the calendar as before: We hope you find this makes date entry speedier and more enjoyable.
Categories: Capsule CRM, crm vendor Tags: Capsule CRM, Google Apps
