Getting CRM Work Done - From The Pub
Even though I haven’t played soccer in Europe since 1988, I still watch Champions League soccer. Due to the time zones, I took in the game during business hours at the local sports bar. So, how would I get work done ?
While checking email on the Blackberry Passport and making calls and checking e-mail, I used WiredContact on my Android (Alcatel Pop 7E) tablet.
WiredContact on the tablet lets me keep the same screen as my desktop so it’s an easy transition. I ran through my calls during half time. One of them led to a lead to consider WiredContact as their next CRM.
Within WiredContact, I pressed 3 buttons and mail-merge documented discussing WiredContact went out. I didn’t have to fire up Outlook or another mobile e-mail app. The email records to the contact history, and I can schedule a follow up in a week with one button after that’s done.
The notes were remarkably easy to enter. The Android’s speech to text tool allowed me to dictate the sales call’s results in a few seconds.
No sync needed, and it was back to watching Bayern Munich and Real Madrid.
Act! v20.1 Outlook Synchronization Best Practices
Here is an article on how to prepare the upgrade as well as a video on the contact sync module.
For optimal performance, Office 365 subscribers need to change the update channel (aka frequency) for Outlook updates. Sometimes, Microsoft moves features ahead of Act!’s development.
Microsoft KB – Version and build numbers of update channel releases
Microsoft KB – Overview of update channels for Office 365 ProPlus
https://docs.microsoft.com/en-us/DeployOffice/overview-of-update-channels-for-office-365-proplus
CRM Software Fixes in 30 Minutes
I reported two bugs in WiredContact this month, and they were fixed in within 30 minutes. Then, I can install the updates within 5 minutes without disruption. One of the reasons I added WiredContact to my suite of CRM solutions is for the developers’ response time. Can your current CRM do this ?
How to allow pop ups in Chrome for WiredContact
WiredContact uses pop-ups for certain functions like alarms or displaying reports after they are done. By default, Chrome blocks this. Here is how to enable them for WiredContact. For example, if your site is "http://wiredcontact.mondocrm.com/", then you would have Chrome allow pop-ups for mondocrm.com
How to Export a Contact List Report from WiredContact
In WiredContact, the export function is within the contact report wizard of WiredContact. This sample video creates a lookup; then, exports a few field to a .csv file. In this example, the browser blocked the pop-up notice saying work is complete. So, the video shows you how to retrieve the report after it's complete.