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John Paterson

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Improved Help in your CRM

7 July 2015 by John Paterson Comments are off

We’ve just released Field Level Help, designed to get new CRM users up and running quickly. Field Level Help is a little help icon next to fields in the CRM which will provide on-page help and the occasional link to the Help documentation, if relevant. New Users will by default have Field Level Help turned […]
Posted in:
CRM Blog
New features

Tagged with:
Help and Support
New Features

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New Email Editor for Email Marketing

6 May 2015 by John Paterson Comments are off
Posted in:
CRM Blog
Email Marketing

Tagged with:
Email Editor
Email Marketing
New Features
Xero

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Google Contacts Sync

26 January 2015 by John Paterson Comments are off

We are pleased to announce that our integration to Google Contacts is now officially available. With Google Contacts Sync you can synchronise the Contacts in your CRM system with Google contacts, and from there to your Android smartphone. Google Contacts sync is available on all editions of the Really Simple Systems CRM for no extra […]
Posted in:
CRM Blog

Tagged with:
Android
Google
Integration
Sync

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Outlook365 and Exchange Calendar CRM Sync

20 January 2015 by John Paterson Comments are off

You can synchronise your Microsoft Outlook365 account and Exchange Calendar with your Really Simple Systems CRM. It synchronises the Tasks in your CRM with Outlook Calendar. This works with Outlook365 and installations of Exchange that can be accessed over the Internet. Stand-alone versions of Outlook that are just running on your PC are not supported. To […]
Posted in:
CRM Blog

Tagged with:
Microsoft
New Features
Outlook

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5 more CRM software features you might not know about

11 September 2014 by John Paterson Comments are off

More CRM Software Features Following on from our post 5 CRM features you might not know about, we’ve got some more useful CRM software features that some customers might not know about. Logos You can add your logo to your home page. Just send in your logo to the support team, and they’ll add it for […]
Posted in:
CRM Blog

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New Features

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5 Features of CRM Software you might not know about

2 July 2014 by John Paterson Comments are off

Useful Features of CRM Software Here at Really Simple Systems our philosophy is to keep CRM as simple as possible, which means not drowning users in unnecessary features. We have a lot of features that are turned off by default, the downside of which is that subscribers might not know that they exist. Here’s a […]
Posted in:
CRM Blog

Tagged with:
CRM Reporting
Customisation
Drip Marketing
Marketing
New Features

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LinkedOut – LinkedIn and CRM

2 June 2014 by John Paterson Comments are off

LinkedOut – What is it? LinkedIn has closed their API to CRM vendors, causing a lot of ill will amongst CRM vendors and CRM users. Last month, virtually all users of CRM systems that had built integration onto LinkedIn found that their access has been unilaterally blocked. LinkedIn’s new API policy bans all “applications used […]
Posted in:
CRM Blog

Tagged with:
API
Integration
LinkedIn

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Salesforce vs Really Simple Systems

4 April 2014 by John Paterson Comments are off

Salesforce vs Really Simple Systems Salesforce.com is a large US CRM (Customer Relationship Management) vendor that many people believe was the first to offer online CRM. This isn’t quite correct since Oracle had a web based CRM system back in 1991, but Salesforce has certainly made cloud CRM popular. Salesforce is a good solution for […]
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CRM Blog

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London Business School offers CRM to Incubator Companies

25 February 2014 by John Paterson Comments are off

The London Business School is offering free CRM systems to members of its incubator programme
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CRM Blog

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How to use a CRM system

18 September 2011 by John Paterson Comments are off

How to use a CRM system If you’ve never used a CRM (Customer Relationship Management) system before then to get the most from it you’ll probably need to change the way you work if your previous system was a contact manager like Microsoft Outlook or just a big spreadsheet with all the names of your […]
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CRM Blog
How To

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08:45, 19 January 2019

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John Paterson

Author Archives

Improved Help in your CRM

New Email Editor for Email Marketing

Google Contacts Sync

Outlook365 and Exchange Calendar CRM Sync

5 more CRM software features you might not know about

5 Features of CRM Software you might not know about

LinkedOut – LinkedIn and CRM

Salesforce vs Really Simple Systems

London Business School offers CRM to Incubator Companies

How to use a CRM system

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