Automated Emails on Lead assignment in CRM

We just did a major release this month with a new feature on ToolsonCloud CRM. With this update, we introduced Workflow Automation module in the CRM. 

To start with, users will be able to create an automated workflow to send email notifications upon creating and assignment of any new lead in the CRM. 

Here is a brief about this release…


Need

There was a need where CRM users wanted to create their own custom workflows based on certain events or actions which are happening in their CRM account.

Some of the examples of these workflows may include but not limited to: 

  1. Notification to be sent to the Sales owner whenever a new lead is assigned them, 
  2. Sending a welcome email to a newly added lead or deal’s prospect, 
  3. Automatically assigning the sales representative of the leads or deal based on the deal value or type of leads, etc.

Hence we wanted to introduce a Workflow Automation module in CRM to equip the users with the capability to create custom workflows to automate their sales processes.


What’s New?

With this new update, we have introduced a new module in CRM for Workflow automation.

Using this module, users will be able to create custom workflows against various event triggers in the CRM. To start with, users will be able to create workflows against the “Lead created” event trigger.

Users can create various actions against the event trigger. To start with the new update, users will be able to create an action to send email notifications to the Sales owner using a custom made email template.

To use this feature, all users can go to Settings > Common Settings > Workflow Automation




To create a new workflow, users can click on “Create workflow” button.

In the next page, users can give a custom title for the workflow,




In the next step, users need to select the Trigger Entity as “Lead” and Event as “Created”. This implies the custom workflow will be triggered when a new lead is created in the CRM.

In the next step, users need to select the Action Type as “Send Email” and Attribute as “To Sales Owner”. This implies that the action i.e. an email notification will be sent to the sales owner of the lead whenever the selected event gets triggered (i.e. a new lead is created).

In the next option, users need to select the Email Template which system should use while sending this email. If you have not created a custom email template, then you can do so in Email template module by visiting it from “Email” menu on top navigation bar and selecting “Email Templates” from sidebar menu links.

Once you are done creating the workflow, you are all set. You can do a test run by creating one test lead in your CRM account to check if the emails are sent or not.


Soon we shall add a host of new trigger events and actions to support more such use cases for our customers.


I hope you will like using this feature. Do let me know your thoughts and feedback.

Receive CRM subscription expiry notification

Dear all, we just pushed an update on ToolsonCloud CRM recently with one of the update being an email notification upon subscription expiry.

Here is a brief of this update


Need

As the subscription expiry is an important event for the customers, there was a need to provide an email notification to the CRM users once their subscription expires. 


What’s New?

With this new update, now if your subscription is expired, you will get notified automatically via an email.

This shall help the CRM Administrators take appropriate action to renew their subscription on time, in order to retain access to the advanced features available in the Premium plan.

Additionally, if you ever need grace time period to renew your subscription due to your organization’s financial operational procedures, you may feel free to hit us a reply on the same email thread. We shall help you by extending the subscription for a free grace period so that your team continues to use the advanced features without any service interruption.

Please note that you should be an Active user with Administrator role in your organization’s CRM account to receive this notification. You may visit the ‘Users & Roles’ page under your CRM settings to alter the roles or account status of your users.

We hope that this enhancement shall help improve your experience using ToolsonCloud CRM.

Do let us know your thoughts on this…


Save unfinished Emails as Draft in CRM

Hello everyone, we are back with a new update on ToolsonCloud CRM and in this update we have introduced the “Save as Draft” feature under the Email module.

Read on to learn more about this feature…


Need?

Currently ToolsonCloud CRM has an Email module where in users can add their business emails accounts and can send email to leads and contacts from their business emails, directly from the CRM. 

We felt that that in certain cases, Sales reps sometime work on a longer email. The longer emails take a while to be well drafted as sales reps are required to do some research before sending the final email to prospects. In this case they may be required to go back and forth on their local document manager and CRM which may become a bit time consuming.

In order to remove this friction, we wanted to introduce the option to save an email as draft, so that user can come back later, edit it and send the final version.


What’s New?

With this new update, users will be able to save any email as draft. 

While drafting the initial email, user can save the email by clicking on “Save Draft” button located just next to “Send Message” button.





User can locate the saved email by visiting the Drafts page. They can navigate to the Drafts page from the links located on the left sidebar in Email module.

This page shall list down the emails which are saved as draft. User can click on any of the draft to work on it again.

Once they are done with the updates, they can click on “Send Email” button to send the final version of the email.


I hope you will find this enhancement useful. Do let me know your thoughts… 

View enhanced Quotation details in CRM

Hello all, we just dispatched a new update on ToolsonCloud CRM with an enhanced view of the existing Quotation details page.

Here is a glimpse of what’s new in this update…


Need?

The data points which were present in the older version of Quotation view page was limited to the line items of a Quotation such as shipping addresses, product list, associated contacts which the users can instantly edit and save. 

However we felt that the users would also be interested in getting to know more.


What’s New?

In this update, we have made notable enhancements in the detailed view page of a Quotation.

The new Quotes view page will appear something like this:




Now, users can get a preview of their quotation, on how it will actually look when they generate a PDF output for this quote. This preview pane will display the address information, products & services list and the associated total amounts.

On the left side bar, users will be able to check out the metadata associated with this quotation. This includes the Sales owner of the quotation, the associated deal, contacts and organization. Additionally users will also be able to view the creation and last modified date of the quote. 


If users want to update any of the information, they can do so by clicking on the Edit icon on the top right corner of the sidebar card.

If the users wish to download the quotation in PDF format, they can do so by clicking on the “Download” button on the top right corner of Quotation preview card.

We hope that these visual enhancements shall help improve your experience of using ToolsonCloud CRM. Do let us know your thoughts on this.


Instantly View Overdue Tasks in CRM

We just dispatched a new feature on ToolsonCloud CRM which allows you to instantly get a view of the tasks which are in overdue state and needs your immediate attention.

Here is a brief of this new feature…


Need?

Currently, if a user wants to track a task associated with any lead, deal or a contact, they can do so using the Task module in ToolsonCloud CRM.

However many tasks go un-actioned by their Sales owners even when the planned date of the task has already passed.  

It may happen that the user genuinely misses the deadline planned to achieve the task, or sometimes they might forget to mark the task as done in CRM, or sometimes the due date gets genuinely moved to a future date as per business priority but is not updated in CRM.


What’s New?

With the new enhancement, now if you create a task in ToolsonCloud CRM and later if that task passes its planned due date and still is marked as Open, then you will be able to see a red colored “Overdue” badge in the Task list page, just next to the Due date associated with the task.

The demonstration of this feature is shown below for quick reference of users:



This badge will ensure that the Sales persons are taking action on the tasks well on time and shall also help maintain the CRM data clean by updating the correct status of the tasks in case any task is already completed or the planned ETA is shifted to a future date. This will help keep the CRM data clean which will ultimately help the Sales Leaders get an accurate insights into the Sales pipeline of the business

I hope you will like using this feature. Do let me know your thoughts and feedback.


Prevent accidental deletion of leads or deals in CRM

We recently went live with a new update on ToolsonCloud Sales CRM. In this update, we made certain UI enhancements to prevent accidental deletion of leads or deals.

Here’s is a quick peek into this enhancement….


Need?

Until now, if any user wanted to delete a lead or deal, they can navigate to leads or deals listing page and they can click on delete button from the option menu of the particular record’s row, in order to delete them instantly.

Though this was quick and easy to do so, sometimes it may happen that the user could have accidentally deleted Leads or Deals. 

There was a need for the user to review the action before performing any delete action on any record.


What’s New?

Post this update, if a user tries to delete any Lead or Deal, the user will be displayed an addition popup dialog box prompting them to confirm if they want to delete the record.

The dialog box shall appear as shown in the below image.



In addition to this, if any of the Lead or Deal cannot be deleted due to any linked Meetings or Tasks, system shall display appropriate error messages to the user mentioning the reason why the selected action cannot be performed.


I hope this small improvement shall help improve your user experience. Do let me know your thoughts.