We are excited to share the latest update of ToolsonCloud CRM. In this release, we have made certain enhancements for a better user experience of the users. Now users will be able to quickly chat with their CRM contacts on WhatsApp within a single click. Here’s is a brief note about this Release…   Need? We wanted to enhance the user experience of the users. Now a days, almost everyone uses WhatsApp and it is common for Sales persons to use WhatsApp chat for quick chat communications with their prospects and customer contacts. Until now, In order to start a Whatsapp conversation, the CRM ..read more

We are excited to share with you the latest release of ToolsonCloud CRM. In this update we have released a new feature to Export CRM tasks into CSV.  Read on to learn more about this update… Need? There was a need for a functionality for users to be able to export tasks in the CRM into a spreadsheet or excel file so that they can track the tasks offline for certain data analysis and reporting purpose. What’s New? With this release, now users will be able to export all the Tasks in ToolsonCloud CRM into spreadsheet in CSV file format. In Tasks list page, users will be able to locate a ne ..read more

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 d ..read more

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 continu ..read more

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 “Bul ..read more

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 ..read more

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 t ..read more

In order to ensure a business runs smoothly and efficiently, it is necessary that the organization invest in the latest tools and technologies which can empower their staff in order to perform better with more efficiency. However, there are certain things which needs to be taken care while implementing a new software within your organization.  In this context, implementing a SaaS CRM (Customer Relationship Management) system is said to significantly improve the efficiency of any business’s operations, streamlines workflows, and improve customer relationships. However, in order to make it ..read more

Hello all, we just dispatched a new enhancement update for Toolsoncloud CRM with a new filter for Meetings module in the CRM.  Here's a brief of this new enhancement Need? Uptill now, users were able to create new meetings and view all of them categorized under two tabs - one for upcoming meetings and one for past meetings. We thought, users would be interested to get a quick glance of some commonly used time periods such as meetings scheduled today, tomorrow or during upcoming week. What's New? With this update, users can get quick view of the meeting scheduled for today, tomorrow as w ..read more

If you are looking for some creative ways to offer discounts as part of your Sales promotion, then you are at the right place. Read on to explore some of the creative ways to offer discounts in your business. 1. Tiered Discounts This is a discounting approach where you can set up multiple discount slabs or levels at different purchase values. An example for this is shown below: a) 10% off if the customer buys for more than $50 b) 15% off if the customer buys for more than $100 c) 20% off if the customer buys for more than $200 This tiered discount gives a more perceived value to the custome ..read more