April 28

Themes and Logos now in Tactile CRM

 

We know how nice it is to have your IT systems match your corporate colours and branding so our team at Tactile CRM have been working hard to add some great features which we released this week – Themes & Logos.

Admin users can now select one of six specially created colour themes which will appear for all users.

themes

Another feature we are often asked about is the ability to upload logos for organisations, well now you can! When viewing an organisation, a box will appear allowing you to upload a logo. If you upload a logo for your own company, it will appear on everyone’s dashboard.

We love getting feedback from our users and it influences the roadmap for Tactile CRM, if you have any ideas, feedback or suggestions do get in touch!

 
 
April 24

Tactile CRM API released

 

One of the most popular feature requests we have received for Tactile CRM is to release an API so that users can build on the system and work with their data in their own ways.

Picture of a CogWe’re pleased to announce that after a lot of hardwork this month the team have finished the first version, and you can now start to use it.

Full details are available in the documentation on the website (it’s a bit technical) and we’d love to hear your thoughts, comments, and suggestions as always!

Here are some cool ways you might find it useful, and let us know how you end up using it:

  1. Automatically insert contact form details from your website into Tactile CRM – no need to rekey data
  2. Invite people to sign up for a webinar via your website and automatically add an activity into your calendar
  3. Integrate your in-house systems
  4. Anything else you can think of!

Photo Credit: Andy Armstrong

 
 
April 17

New Account Area for Tactile CRM

 

We’re pleased to announce a new feature we rolled out last week to Tactile CRM to allow admin users to update your contact details:

Screenshot

It’s a small thing that can make a big difference – you can correct any email mistakes (incase you weren’t getting emails from us correctly) and update where you are in the World – it’s nice for us to know where you are from, but from a more practical stand point, if we look at localisation we’ll use this setting too.

Remember, we always take feedback seriously and it influences our roadmap for Tactile CRM, if you have any ideas, feedback or suggestions do let us know!

 
 
April 17

Companies House website sucks

 

A bit of background: Companies House is the UK government organisation responsible for maintaining and updating company information, their main functions are to:

  • incorporate and dissolve limited companies;
  • examine and store company information delivered under the Companies Act and related legislation; and
  • make this information available to the public.

Companies House are also the only website I have ever come across with opening hours – you can only use their online services between Monday to Sunday 07:00 – 12 Midnight UK Time.

The Issues

Frustrated PersonI’m about to go away for 2 weeks and wanted to get a company returned file, every year I have issues filing online as I use firefox on a Mac – surprisingly, this year was less painful than others.

There isn’t a huge amount of information to fill out as it is all pre-filled, but with an address change it’s 5 or 6 screens worth of information to check and one to update – takes about 5 minutes.

After finally finding all the relevent paperwork to actually log in to the system I filled out my return with no problems (this part of the system works pretty well – took 5 minutes).

My first issue came when submitting the completed return to Companies House – I got a blank screen. Several refreshes later still no luck, so I call Companies House. After several calls and being given different numbers I finally find somebody who can help me out (10 minutes). It turns out that when you fill out your contact details at the end of the process, if you put your email address AND your mobile number it won’t work – bizarrely it doesn’t tell you this.

At this point I can’t go back so I have to complete the return again (another 5 minutes). This time I know the trick to submit and get a reference (called an envelope code on their system), so I now get the privelege of having to pay £15 to send them the information. Great.

At this point I am shipped out to the diabolical NetBanx system to pay. After completing my card details I get an error saying the card details were wrong (they weren’t), so I clicked the link provided to update them. This took me to another error page saying my email address was invalid (it wasn’t, and it didn’t flag it up the first time either), so I click the link to go back and update the details as it tells me. This takes me back to the error page saying my card details were wrong (I haven’t had a chance to change them yet).

After a few clicks it’s another call to Companies House, the lady kindly tells me they don’t (and have never taken card payments by phone), I correct her and tell her I have had to do this several times before in previous years. I use one of the other numbers, get told the correct one, the lady kindly tells me she will get somebody to ring me back (another 10 minutes wasted).

About an hour later a very nice lady calls and takes my card details and the return is filed.

Total cost: £15 and over half an hour.

It was only due to me persistence that this got done, I don’t why it is so difficult.

Photo Credit: Zach Klein

 
 
April 15

Easily get your contacts into Tactile CRM with Cloud Contacts

 

Keeping your contact database up to date can always be difficult, typing in business cards after a networking event can be a chore – but not anymore!

We’re proud to announce the integration of the excellent CloudContacts system with Tactile CRM. It’s as easy as 1,2,3 to import your business cards:

  1. Collect your business cards, pop them in an envelope and send them off
  2. Download a CSV specially formatted for Tactile CRM
  3. Use the CloudContacts link in Tactile CRM to import

CloudContacts takes your business cards and puts them to work for you with Tactile CRM.

Instead of storing your business cards in a pile on your desk or in one physical location, CloudContacts provides transcription and allows you to access your contacts at any time.

You can now import your business cards directly into Tactile CRM and rapidly populate your CRM system, keep your notes up to date and share the information with your team.