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Application Rundown: CRM

Customer relationships are what drive most businesses to become successful. In most cases, the customers you serve are directly responsible for the growth and profitability of your company. Maintaining a positive and consistent relationship with these people can be the key to your success.

This is where CRM or Customer Relationship Management comes into play. CRM is a way to keep track of current customers, or gain new ones, all in hopes to potentially drive more business. You know that calendar reminder for Aunt Mary’s birthday? Your relationship is on good terms with a simple “Happy Birthday!”. CRM is like that powerful reminder to stay in touch, building stronger relationships and allowing you to reach out to others. It’s an essential business tool that can be extremely profitable.

For those new to CRM, I’m going to explain the basic rundown of Freedcamp’s CRM application. By the end of this article you should have a better understanding of how CRM can work for you and your business. For those familiar with CRM but haven’t checked out our app, head over to the Freedcamp Marketplace and give it a go, completely free for 7 days!

To continue with the overview, I will be breaking down the CRM application into 5 segments: Contacts and Leads, Tasks, Calls, Campaigns, and Extras. So let’s begin with with the most important piece, the customers aka contacts.

CONTACTS and LEADS:

Upon entering the CRM application, you’ll want to begin by adding a contact. You are prompted to enter information such as name, title, company, phone, email address, social media pages, etc. Unlike many CRM apps, you are allowed to store as many contacts as desired. Once a contact has been added, you are then able to view and share them under the ‘contacts’ page.

Creating a lead is the same process as creating a contact. Only difference is checking the box that says “is lead”. That simple! All leads are appropriately listed under the ‘leads’ page. They are people who you have approached but are not yet clients.

TASKS:

Tasks are scheduled events that involve a contact or lead. This could be a follow up email, a phone call, a lunch meeting, or a simple thank you. They can be assigned to anyone in your project along with due dates and reminders. You are also able to make them private so only those assigned to the task can view it.

As guessed, all tasks are filed under the ‘tasks’ page, and any upcoming tasks are shown on the right side of the page.

CALLS:

Similar to tasks, calls can be used as logs or reminders when chatting via phone. It’s a great way to record and reflect on things discussed that you may forget about later in the week. Creating a log allows you to list duration of the call, subject, inbound or outbound, whom you were speaking with, and more. Call logs are easily accessible under the ‘calls’ page.

CAMPAIGNS:

A campaign can be a way to leverage all those contacts you’ve found to earn yourself some profit! It can also be used as a way to target or gain leads. The choice of campaign, whether monetary or not, is completely up to you. Campaigns can be assigned to anyone in your project and have a beginning and ending date as well as an overall goal.

They can be viewed and results can be posted under the ‘campaigns’ page.

EXTRAS:

There are a few extra features within the CRM application that I’d like to highlight, specifically the import/export and search functionality.

If you’re migrating from an existing CRM solution or have an enormous Excel spead sheet of contacts, we’re here to help. Freedcamp’s CRM allows you to import vcards, CSVs from Highrise, Excel files from Highrise, and Excel files from Outlook 2007. Hopefully saving you the time and effort of inputting those by hand. We also allow you to export all your contacts to vcard, CSV, or Excel file for an easy transition.

To bring everything together we have the search functionality. A simple input box at the top of each page that allows you to easily sort and find any contact, task, call, or campaign ever created.

As you can see, CRM can be a powerful tool for gaining and retaining happy customers. I hope this overview has shed some light on Freedcamp’s CRM application. Visit the Freedcamp Marketplace for a free 7 day trial of the app, and see how it can help grow your customer relationship, today!

March 2015 Release – Improved UI, Notifications Page, Dashboard, and more

We’ve gone to great lengths to ensure that Freedcamp is now safe to use by the least tech savvy person you know. Get started on a camping trip, shopping list, wedding, or whatever life brings you next. We guarantee you Freedcamp will make it easier.

1. Settings. We moved all icons you previously saw on top right to a drop down menu – looks cleaner and gives us some space to add global search, quick add icon to let you quickly add a task or start a discussion or create a time entry from any place in Freedcamp for any of your projects without switching projects.

options

2. New Notifications page. We will post more information in our next blog post.

Notifications

3. New Dashboard. A lot of new users were confused how to access projects, invite people and install applications. We hope we solved this with new Dashboard page.

Dashboard

We did not want to confuse all our existing users so we set Widgets as a default page for you but you can easily change on My Account page what that top left button in a header should be and what page you will see after a login.

Set default page

Dashboard page is where all your projects are as cards and Widgets page is where widgets live. If your default page is Widgets you can access Dashboard by going to Widgets page first and click top left button again to go to a Dashboard. Previously we used to call a page with widgets a Dashboard but now it is Widgets page.

Dashborad Widgets

If you set your default page to Dashboard – you can easily access Widgets page this way:

Access Widgets from Dashboard

If you set your default page to Widgets – you can easily access Dashboard page this way:

Access Dashboard

4. To-Do’s. Here we added Kanban view and option to archive and hide completed To-Do groups.

todos

Archiving also works for Discussion groups.

5. Milestones.

Milestones

6. New access profile to assign to users and new Manage apps and teams page to combine 4 old places you had to visit to get it done. We will post more information in our next blog post.

Manage apps and teams

7. Wall. We will upgrade and redo Wall application in 2015 but many people simply do not use messaging/chat in their projects so we allow now to uninstall Wall and we do not install by default into all new projects. Uninstalling Wall is now as any other project group application.

Uninstall Wall

As usual feel free to email us at help@freedcamp.com. We are available to talk to you and answer any questions almost 24/7.

Inline images

Images and screenshots are essintial part of many projects. With inline images it is very easy to put text and pictures into your post instead of constantly mentioning file names you are talking about.

If you attached a file and forgot to add it into your post inline (1) – no problem. Just click edit (2).

edit_allows_inline_images_back_1

Put a cursor where you want to insert it (1), click on menu (2) and select image size (3).
edit_allows_inline_images_back_2

Save it and you are done. Image will be near your description inside your post and all files are shown below your post.

edit_allows_inline_images_back_3

One click login to Freedcamp

Some time ago we announced an option to login with your social network..

Last week we added an option for new users to Sign Up with their existing Facebook, Twitter, LinkedIn or Google+ account. It is important that we use these connections to simply sign you up hassle free and provide quick login. We do not access any of your data or post to your timelines or anywhere else.

If your Freedcamp account is already linked to a social network you typically logged in on your computer – you do not even need to click ‘Login’ (1) – just use social networks icons directly in Sign Up form (2) to login to Freedcamp. We automatically recognize you as an existing user and let you in.

One click login to Freedcamp

December Updates

december_updates

To-Do’s Overhaul

Our #1 application gets a massive list of improvements that you will fall in love with!

  • Filters are now sticky and won’t get lost when you move around To-Do’s
  • Massive speed improvements, page loads in no time
  • Visually optimized for your viewing pleasure
  • Archive your To-Do’s and keep your To-Do’s looking tidy

New Calendar Design

Calendar ranks as one of the top 3 most used applications. So we decided to take in countless feedbacks and inspiration to come up with something new and remarkable.

Search Improvements

Now searching in your Freedcamp is much more accurate giving you the correct results when you need them.

Check our December newsletter online.

Google Drive file picker nuances

This post is for Freedcamp users who are already using or plan to use Google Drive module we announced a while ago.

We have a request from one of our users: “I recently purchased the Google Drive Module for our projects. However, it is largely useless to me as it does not support the following:
Browsing files by the folders I have set up instead of a search only option. Searching is difficult due the the similar file names for our projects.”

We decided to check how exactly Google Drive picker is implemented by Google and here are our findings (click images to enlarge).

(1) – allows to switch from thumbnails view to list view.
(2) – this little arrow pointing down allows to expand file types where you can filter by file type including …
(3) – folders view
(4) – If you click ‘Google Drive’ you will see next view.

GoogleDrive_files_picker_1

Here (5) you will only be able to see five file types – Images, Documents, Presentations, PDF’s – no folders, videos etc. for some reason. Now hit ‘Back’ arrow located on left side of the file picker.

GoogleDrive_files_picker_2

Here we are back on the main Google Drive file picker screen – you fill find no arrow (7) inside input fileld to filter by file types and folders. Your last filter will stuck (8) there (‘Images’ in this case). The only way to fix it is to close popup and open it again from Freedcamp.

GoogleDrive_files_picker_3

Most likely Google will fix this problem but for now, this is how it works.