omelett.es journalThe journal of team omelett.es //

There is a lot of valuable data in your CRM system and knowing what has happened is just as important as knowing what you have in your sales pipeline.

So we’re pleased to announce the new sales report we have released for Tactile CRM – it is designed to compliment the existing pipeline report and allows you to see a 30/60/90 day report of all you won opportunities/deals.

You can even choose which period you want to view the report for with the handy date picker, and as an admin you can view the report for all users, or choose those you are interested in:

The new report is now available from the ‘Reports’ menu in Tactile for users on paid plans. We hope you find it a useful addition to Tactile CRM and as always would value any feedback or suggestions you have that can make Tactile CRM even better.

We’ve really pleased to have just released our referral program after lots of feature requests by our users – we wanted you to be able to share in our success, so all do you need to do to start earning 20% of all paid for plans is login and visit the admin section.

You can sign up for the referral program and start earning straight away. Full details are on the Tactile CRM website, and you can track referrals in real time from your account:

We’re really pleased to announce that you can now email directly from within Tactile CRM – all you need to do is login and click on an email address:

You’ll be asked to verify your email address the first time, but after that it’s plain sailing.

Full details are in the help where it tells you how to add templates, site wide email addresses and more.

As always, let us know your comments, thoughts and feedback. The new email system was lead by customer suggestions so we’d love to hear any other ideas you may have.

We’ve updated Tactile CRM so you can now easily see an organisation’s contact details (phone, fax, address etc.) when viewing a person.

It’s often the case that you’ll be dealing with several people at the same organisation and they all share the same phone number and address. Instead of entering it multiple times you can now see them when viewing the person:

We’ve also extended this to opportunities and activities so important contact details are always on your screen.

We’re really pleased to announce an overhaul to our graphing system and a new reporting engine.

Tactile CRM now has a realtime reporting engine to enable you to report on information in the system without having to export and manage data yourself. The new release includes a 30/60/90 day pipeline graph (see below), and we want you to let us know what else you want to see.

We’ve also updated the reports tab to give you a list of reports and graphs from every page, and we’ve added some new graphs, and updated others:

We all know the problem, you go to networking events, you meet people on a day to day basis and the business cards you collect stack up.

Getting those details into Tactile CRM can be hugely valuable but the time to type them in can be costly too.

Not anymore though! All you need to do is pop them into the post, Shoeboxed will digitise them, and then you can import them directly into Tactile CRM.

We’ve even got a special offer for you: sign up for Shoeboxed and they’ll give you $10 off their annual plans!

We’ve released an update to the activities widget on the dashboard after feedback from users.

The updated activities widget now shows you all the details for all upcoming activities today and tomorrow, and a summary for overdue and future activities. We now include the person or organisation the activity is attached to, and a link through to see their details.

You can also see the details for all other activities by hovering over the activity title, so you now get more useful information at your finger tips and less clutter on the screen!

We hope you find this feature useful, as always let us know your thoughts, comments and feedback and we’ll see what we can do.

We’ve just released a new CSV/Excel Import Wizard for Tactile CRM that makes it even easier to get your contacts into the system.

The new wizard trys to auto-match column headings in your CSV file with those in Tactile CRM, and will now show you which columns you are importing and which ones have been missed. Check out the screenshot of the new system below:

We’d love to hear your feedback and any ideas we can incorporate to make it better (including other column headings your like our auto-match to pick up).

One of the most powerful features within Tactile CRM is tagging and it enables you to categorise people, organisations, opportunities and activities.

Once you have your tagged items within Tactile CRM you can use them to do all sorts of things including filter contacts into lists, manage your opportunities more effectively and push groups of people over to 3rd party application such as Campaign Monitor.

This week we released the ability to tag all of the above items using the API, which means you can now automatically insert and categorise information from your website or desktop application. When you request a record using the API we also return the set of tags associated with that item.

Information about how to use these functions is available via our online documentation, and we hope this will make life much easier when integrating with Tactile CRM.

Using the data you have in Tactile CRM with other services is something we think is really important. Now with the release of our Campaign Monitor integration you can easily send you contacts to this great email service to send and track email campaigns.

We’ve put together a video of just how easy it is to send contacts and emails to Campaign Monitor so you can send beautiful email campaigns, track the results and manage your subscribers. Now you can seamless work in Tactile CRM and communicate with customers:

We’d love to hear your comments and feedback and what we can do to make the Tactile CRM and Campaign Monitor integration even more useful. Drop us an email or visit our feedback forum to leave new feature requests.