July 2008 – Synap Software, LLC

New Feature: Copy Playbooks

In PlaybookIQ, playbooks contain your sales team’s best practices. Each playbook is a series of repeatable and measurable steps that can be easily applied to a contact. Each step is assigned a timeline and responsible user. In this way, PlaybookIQ truly combines small business CRM with sales team collaboration and sales best practices. Sometimes youContinue reading “New Feature: Copy Playbooks”

This week in PlaybookIQ

As we continue to improve our products we added two new features to our small business CRM software, PlaybookIQ this week. Message Templates A consistent company image and messages to customers and prospects is an important part of your customer relationship and marketing efforts. PlaybookIQ now supports this aspect with Message Templates. Use message templatesContinue reading “This week in PlaybookIQ”

CRM Message Templates

Consistent image and messages to customers and prospects is an important part of your customer relationship and marketing efforts. PlaybookIQ now supports this aspect with Message Templates. Use message templates to: Be efficient: no need to retype the same email over and over. Be consistent: ensure everyone on your team is putting forth a consistentContinue reading “CRM Message Templates”

37signals going rich?

Is 37signals jumping on the rich web site and rich applications bandwagon? With a wholesale redesign of their website in the works, and based on some recent 37signals blog “posts”: we can predict that rich product websites will be in the mix. This should not be surprising were it not for ….

Done with Simple

I am done with “simple”. I say that even considering previous posts here about the virtues of simplicity, my enjoyment of books such as The Laws of Simplicity and Simplexity, and my respect for companies such as 37signals and Google (two companies commonly included in case studies on software simplicity). The word “simple” has severalContinue reading “Done with Simple”