Posts Tagged ‘Legrand CRM’
Legrand CRM – How To Guide… Dynamic Web Links
This demonstration video and following documentation provides an insight into utilising the Lergrand CRM custom menu to perform dynamic web searches. The demonstration covers one click searches of company name within diffierent websites including Google, ASIC company register and ABN business registrations.
Please note: custom menu is only available within Legrand CRM Corporate (SQL) Edition.
Click here to watch the demonstration video
Send web leads straight to Legrand CRM!
These days most businesses have a ‘Contact Us’ form on their web site where visitors can register their interest and request information. But what happens next? Processing these web leads is a challenge. Typically it’s a manual process fraught with the danger that the lead is left unattended – it either gets lost in the ‘system’ or buried in someone’s email inbox.
The Web Capture module in Legrand CRM solves this problem by automating the process, thereby ensuring that no web lead is ever lost or not responded to! The easy-to-use web capture functions mean you will never miss the opportunity to follow-up on a web lead and turn them into a loyal customer, while the Legrand Reporting module delivers graphs showing the number of web leads processed over any given period.
You can use the Web Capture module to capture information requests, generate new sales opportunities with targeted promotions, or let customers self-manage their newsletter Subscribe and Unsubscribe actions.
To see the Web Capture module in action click here to view a short video clip. For more information please contact us.
Legrand CRM Tip – Highlight Outlook emails which have been exported to CRM
Our integration with Microsoft Outlook is one of the productivity highlights of Legrand CRM, but even here there are some little gems you may have overlooked.
Did you know that you can configure Microsoft Outlook so that you can instantly identify those emails you have [and have not, perhaps even forgotten to!] exported to Legrand CRM?
The way to do this is to create a custom view for your email Inbox [and your Sent items, and any other folder for that matter] and apply an automatic formatting rule for those emails that have been exported.
To find out how, click here to view an application note containing step-by-step instructions.
Legrand CRM Version 5.2
Legrand CRM 5.2 will be released over the next few weeks. Below is some details on the new version inclusions…
Legrand CRM Outlook Addin Update Avaliable
Legrand Software have released updates for the Outlook Addin.
Changes include:
- Better handling of Exchange email addresses (especially for internal emails)
- Support for SQL Authentication
- Added ability to edit subject line when exporting emails (Corporate Edition only)
- Addin support for Outlook 2010
?Downloads are available via the following links. Please ensure to select the correct download based on the combination of the Edition of Legrand CRM and Outlook Version you operate.
Legrand CORP Edition with Outlook 2007/2010 – http://www.legrandcrm.com/downloads/OutlookAddIn/SetupLegrandOL2007AddIn.exe
Legrand PRO Edition with Outlook 2007/2010 – http://www.legrandcrm.com/downloads/OutlookAddIn/SetupLegrandOL2007AddInPRO.exe
Legrand PRO & CORP Editions with Outlook 2003 – http://www.legrandcrm.com/downloads/OutlookAddIn/LegrandOL2003AddIn.exe
Legrand CRM Password Manager (14/04/2010)
ABA are pleased to announce the release of a new utility to enable user password management. The utility enables users to alter their own password without having administrator system access. Additionally, the program empowers administrators to set password complexity requirements and centrally administrator user password ages (including ability to reset user passwords).
More information is available here: http://www.legrandcrm.net.au/password-manager.html
Website update (15/03/2010)
Our Legrand CRM website has been updated over the weekend. The site includes more information on our range of utilities and development services for Legrand CRM including video demonstrations.
Legrand CRM User Tip – Highlighting emails in Outlook that have been exported to CRM (13/03/10)
Users often mention they find it difficult to track which emails they have copied into the CRM. The video tutorial below shows how to use custom formatting in Outlook to highlight emails when they have been exported into Legrand CRM. The video features Outlook 2003 however the same can be achieved with Outlook 2007.
Legrand CRM Email Campaigns (12/03/10)
User guide for performing personalised email mailout from within Legrand CRM and managing using campaigns module.