• Archive for August 2009

    Latest Release: Updated Screens, Faster Experience, and More!

    Friday, August 28th, 2009

    I am happy to share that our latest release is live and our best yet! Customer Manager Online is sporting a fresh new look, faster performance, and new features.

    Here’s the recap….

    New look. You’ll notice that our designers and engineers have streamlined the design of the application with a new look and feel. The Customer View is now set up to better enable one-click viewing of customer, vendor, and employee information - the information you care most about is served up in a simple and easy way.

    Contact View

    Performance. As you move from page to page and action to action, you’ll notice that Customer Manager Online has sped up noticeably. Add a task, edit a contact, add custom fields, save an appointment - and even opening up the application. We know time is money, now you can get through tasks even faster.

    Features. You asked to be able to re-order custom fields to fit how you do business… now you can! Simply go to Options to review your custom fields and then drag n’ drop the custom fields to reorder them as you need. Seriously, it’s that easy!

    Custom Fields

    We also heard feedback about how users track groups of their customers - their best customers, customers that owe money, contacts with the same custom information, etc. The Groups Tab is the place to track all that! And a hint… expect to see more changes to this tab, we’ve got lots of ideas!

    groupsview

    Check out the latest improvements and let us know what you think. We can’t wait to show you what’s coming up next and look forward to your continued feedback and participation in our Beta.

    Toodles,

    Your Team at Customer Manager Online

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  • The simplest features are usually the most powerful

    Friday, August 14th, 2009

    Think about status updates and comments on Facebook.  Tweets with Twitter. SMS txt messaging on your mobile phone.  All of these features have changed the way people use technology, and really… at the end of the day they are just ways of sending or viewing a brief sentence or two. We are learning that the Notes feature in Customer Manager is our version of this, providing huge amounts of value to the businesses using it.

     

    Why?  Because they are flexible and allow you to track exactly what is important about your customer… capture whatever you need for your business to succeed and for you and fellow employees to provide great service.   All it takes is a few key strokes, less than an email (proper Grammar optional, kind of like my Blog posts).

     

    Simple status messages can tell you what your friends are thinking, feeling or doing on social networking sites.  Simple one sentence Notes like personal attributes, phone call messages, interests or past work can give you immediate insight to impress your customer with amazing service (perhaps even talking to them months later than the first interaction).   

    Notes About Tom

    This simple little feature can seriously help produce repeat business. Check out an example of how we have seen some businesses use Customer Manager. In this case Lisa is a repeat customer, the whole office knows her husband’s name, what they have done for them in the past and what might be the next service she is interested in.  Just three sentences ( more than a dozen less than this post).

    Our Notes About Lisa

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    Maintenance Wednesday

    Wednesday, August 12th, 2009

    It’s maintenance day!

    We’re giving Customer Manager Online a tune-up today 5:00 - 6:00pm PST and 9:30pm-6:30am PST. During those times, you won’t be able to log into the application.

    We apologize for the inconvenience!

    Thursday 8/13  update: All set and ready to go!

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