Convert CRM Lead to a Contact

We are thrilled to be back with a new release of ToolsonCloud CRM. In this release, we have released a new feature that lets you convert a Lead to a Contact in CRM.

Read on to learn more about this update…

Need for this?

Based on our conversation with customers, there are instances where the users have added the leads and once they are converted they do not want to take the pain to create another Contact. While creating another Contact doesn’t take much of a time, but if there are lot of Leads and it is a regular process, then it becomes redundant for the user to keep entering the same form data again and again to create a Contact. 

We do have a feature to convert Lead to Deal, however a feature to convert Lead to Contact was missing until now. Hence, there was a need for a feature to allow users to quickly convert a Lead to a Contact.

What’s new?

With the latest release, users will now get an option to convert a Lead to a contact.

This option will be available as dropdown option in the 3 dot menu option in Leads detail page.

Once the user clicks on the option titled “Convert Lead to Contact”, they will get a prompt to confirm their action.

Once the user confirms, system will create a CRM contact with the same data present under the CRM Lead. Users can visit the People Contact page to view the newly added contact.

I hope this feature will help you improve your productivity. Do let us know your feedback…

Improved Sales Analytics in CRM Dashboard

We are thrilled to share with you the latest release of ToolsonCloud CRM.

In this update, we bring to you a loads of features and UI improvement updates which includes enhancements in the CRM dashboard widgets to give you more sales insights. Here is a sneak peak into this release.

Need?

Sales leaders and professionals continually seek for ways to improve their sales performance. They achieve this by analyzing their data and by trying to uncover some important sales metrics. 

However as the sales activities happen on continuous basis, hence generating fresh reports and metrics on continuous basis becomes difficult and time consuming. 

Hence, we wanted to improvise on the dashboard widgets so that users can get some of the quick ready reckoner metrics instantly.

What’s New?

With the latest release, now users will get 4 new widgets on their CRM Dashboard. The newly introduced widgets will provide following insights:

1. Number of Leads Added

2. Number of Deals Added

3. Number of Contacts created

4. Number of Organization Added

Here’s a snapshot of the newly introduced widget

CRM Dashboard widgets

Users can instantly get these counts on their CRM dashboard without the need for them to manually go through the data to generate these numbers for their sales tracking.

I hope the users will find these useful. Do share your feedback and let us know your thoughts…

View top 5 sources of leads in CRM Dashboard

We are excited to share with you the latest release updates from ToolsonCloud CRM. In this release, we have added a new widget in your CRM dashboard to get more insights around your Leads. Read on to get a brief of this update.

Need?

We felt there is a need for users to get more insights into the various sources from where they are getting their leads. This will help them plan out their lead acquisition strategy and they can track this metrics directly from their CRM dashboard.

What’s New?

With this release, now users will be able to see a new widget in their CRM dashboard. The widget is shown below for reference.

As you can guess from the title, this widget will give the list of top 5 sources of leads added in your CRM. This widget will display the count of leads against each lead sources.

This insight will help you work on some of the questions around leads such as:

1. Where are we getting most of our leads from?
2. Is the cost of acquisition from each lead source/channel aligned with our business strategy?
3. Do I need to put any effort to rebalance the count of leads generated from each channel to increase my conversion rate or to optimize the lead acquisition cost.
4. Where do I need to put my marketing budget to see more traction from the top lead sources?

These are just sample insights for your reference as the actual questions may vary depending on your business.

We hope this enhancement will help improve your experience of using ToolsonCloud CRM.

Bulk Import Organization contacts into CRM using CSV file

We are excited to share with you a new feature which we just released recently in ToolsonCloud CRM.

In this release, we have introduced Bulk import functionality for importing Organization contacts into the CRM. Here’s is a brief about this release.

Need for this?

We had bulk import functionality for uploading Leads into ToolsonCloud CRM using a CSV file. However, users also wanted to do add a lot of Organization contacts in bulk using a spreadsheet.

What’s New?

Now, users will be able to upload bulk Organization contacts into the CRM using a CSV file.

Users will get a new option titled “Bulk Import” in Organization contact page under the option icon on the top right corner. 

On clicking on this option, user will be navigated to the Bulk Import page.

Here user will be able to find a sample CSV file which they can download and add the information associated with the Organization contacts. Each Organization should be added in a separate row.

Once the CSV file is ready, users can go ahead and upload the bulk CSV file into the Bulk Import page by selecting the option as “Organization”.

Once done, all the contacts will be uploaded into the CRM.

We hope this feature would help improve your user experience and productivity.  Let us know your feedback.

Delete Draft emails in CRM

Recently we went live with a new update on Toolsoncloud Sales CRM.

In this update, we have tried to enhance the user options available for the Email module in the CRM.

Need?

In Toolsoncloud CRM we have an email module using which users can send emails to their customers directly from the CRM without the need for leaving the application.

If users are working on an email draft, they can save the unfinished emails, which will be available under the Drafts. Later, whenever the user wants to update the draft, they can go to the Drafts page and pick the email which they want to work on again.

With increasing emails, the Draft folder may get filled with many email Drafts which are no longer required.

What's New?

With the new enhancement, users will be able to delete the draft emails which are no longer required in order to keep their draft folder cleaner.

To use this function, users need to go to Conversation > Emails > Drafts.

Here, users will be able to locate a new option titled "Delete" against each draft email. Upon clicking the delete button, users will be prompted with a dialog box to confirm the deletion of the draft email.

Once you confirm by clicking on the "Delete" button, the selected draft email shall be deleted. Users will no longer be able to recover the deleted email drafts (hence use this option with caution to avoid accidental deletion).

I hope this enhancement will be useful to you to help you keep your CRM clean and easy for use. Please do share your feedback.

View Call logs against a Deal and Contact in CRM

Recently we went live with a new update on Toolsoncloud CRM. In this update we have tried to improve the experience of users who are more often using Call logging module.

Here's is a sneak peak into this release...

Need?

There was a need to improve the experience of users using the Call log tracking module in the CRM.

We wanted to equip users where in they can view all the logs of the Calls made to close a particular lead.

Similarly we also wanted to equip users where in they can view all the calls made to a particular Person contact to get a view of the historical connects established with the client contact.

What's New?

With the new update, now users will be able to view all the Call logs associated with a particular deal in the respective Deal's detail page.

Similar to the Deals detail page, Users will also be able to keep track of all the Call logs associated with the Person Contact in the respective Contact's detail page.

Users can associate a Call log with a Deal or Contact using following simple steps.

• While creating a new Call log or updating an existing one, they will get a field titled "Linked Deal" and "Linked Contact".
• To associate a Deal or Contact, users just need to select the right Deal and Contact in their respective drop-down field. 
• Once the Call log is created (for new logs) or updated (for existing call logs), users can go to the details page of that particular Deal or Contact.
• Users will be able locate the list of call logs on the right sidebar with the short summary of the call logs as shown in the image below.

• If users want to view the call log details, they can click on the particular call log link in order to view the details of the call log.

I hope this enhancement will improve your experience using the platform. Do let me know your thoughts on this...