Software Types
Articles & Guides
CollabSpot Insights: 37Signals Highrise for Gmail – Getting Started
Here’s a video to help you get started in using CollabSpot Insights, a Google Chrome extension that lets you manage Highrise contacts, notes, and deals in Gmail. It’s an indispensable tool for people using Highrise, Gmail, and Google Chrome.
CRM Sharepoint Template – Make SharePoint DO Something.
As a template, our software comes ready-to-use as a turnkey CRM solution, yet it’s also configurable. Make it as easy or complex as your business needs demand. This video is an introduction of the major components and modules in this value-packed, user-friendly CRM system.
Outlook and SharePoint CRM
SharePoint CRM Template’s powerful plugin for Outlook makes managing your email communications with business contacts a breeze. Create new CRM entries from Outlook with the just the click of a button!
Sales Opportunities vs. Sales Leads – CRM for SharePoint
Something that is sometimes confusing to salespeople when using a CRM database is this question: What is a lead? Here we explain how SharePoint CRM Template can be used to manage both leads AND opportunities.
Introduction to Affinity
We’re taking a quick tour of several features within Affinity and showing off how the basic system and navigation is set up to help you get work done more quickly. In this video we’ll look at sections in the CRM, E-Commerce and Order Management systems.
The Top Level View – Fuze Suite
Get to know more about FuzeDigtial and the Fuze Suite
FuzeDigital Community Platform Introduction
The Fuze Suite is an offspring of social CRM (SCRM) and E2.0 technologies that blends multi-channel support with online community technology to create a one-of-a kind solution.
Getting to know the Fuze Suite
See how the Fuze Suite enables organizations to provide a support and communications channel to customers, members, partners, staff and other stakeholders.
Mark Canes talks about Blue Link
Mark Canes, Blue Link President talks about how Blue Link makes a difference for distributors
LeadMaster – Lead Management & Salesforce CRM Solution
This is an overview of the LeadMaster web-based SalesForce CRM system.
Highrise Customer Video: Agile Partners
A customer case study in interview format.
Nimble – Deals Tab
Check out the Deals tab in Nimble.
Nimble – Custom Fields
Watch this video to learn how to create custom fields in your Nimble account.
Welcome to Nimble – An Overview
A general overview of Nimble. Watch this tutorial to get started.
Customer Relationship Management (CRM) using Asana
Asana’s inherent versatility means that it can be used for a wide variety of purposes in addition to project and task management, including customer relationship management.
Using Asana for Applicant Tracking
Asana’s versatility allows us to use it for a wide variety of work, from simple lists to complex projects. One of our favorite uses for Asana internally is for tracking our applicant pipeline.
Asana: the modern way to work together
Introduction to Asana, the modern way to work together.
Sales Force Automation with Zoho CRM
Zoho CRM’s Sales force automation helps you to track leads, prospects, business opportunities and close more deals in less time.
A Day in the Life of a Sales Manager
Use Zoho CRM for automating your sales activities.
Pipedrive Welcome Video
What is the sales pipeline, how to move deals between stages and to won, how to add new deals and activities. Get yourself familiar with Pipedrive in 2 minutes.
