Opentaps 2 - Revision history

Sichen: /* For Developers */

2014-10-06T21:45:33Z

‎For Developers

2014-10-06T21:45:13Z

‎Tags

2014-10-06T21:39:51Z

‎Tasks

2014-08-06T22:18:33Z

‎Twitter Integration

2014-08-06T22:14:38Z

‎Twitter Integration

2014-07-16T23:28:47Z

‎How Does it Look?

2014-07-16T23:28:00Z

‎Giving Customers Real Service

2014-07-16T23:27:51Z

‎Talking to Each Other

2014-07-16T23:27:14Z

‎Conquering Email

2014-07-10T17:41:57Z

← Older revision		Revision as of 21:45, 6 October 2014
Line 127:		Line 127:

	Learn how to [[Set up CRM2]] with your legacy opentaps 1.x system and with wordpress.		Learn how to [[Set up CRM2]] with your legacy opentaps 1.x system and with wordpress.
		+
		+	==== CRM2 API ====

	For developers, please see the [[CRM-2 API]] documentation.		For developers, please see the [[CRM-2 API]] documentation.

@@ Line 88: / Line 88: @@
 [[Image:Crm2-task-activities-dashboard.png|700px]]
-==== Tags ====
 ==== Twitter Integration ====

← Older revision		Revision as of 21:39, 6 October 2014
Line 87:		Line 87:

	[[Image:Crm2-task-activities-dashboard.png\|700px]]		[[Image:Crm2-task-activities-dashboard.png\|700px]]
		+
		+	==== Tags ====

	==== Twitter Integration ====		==== Twitter Integration ====

@@ Line 98: / Line 98: @@
 To use the twitter integration, you must set up a twitter login for yourself and then login at least once with your twitter login to authorize opentaps CRM2 to use your twitter account.  opentaps CRM2 will store your twitter login and authentication token for future use.  If you have multiple users, they will all be authorized to use twitter.  opentaps CRM2 will use the first twitter login stored to interact with twitter.
-[[Image:Opentaps CRM2 Twitter Activities Stream.png|700px]]
+Tweet history:
-[[Image:Opentaps CRM2 Activities Summary.png|700px]]
+[[Image:Opentaps CRM2 Twitter Activities Stream.png]]
 [[Image:Crm2-new-tweet.png]]
 [[Image:Crm2-reply-to-tweet.png]]

@@ Line 90: / Line 90: @@
 ==== Twitter Integration ====
-With the new Twitter integration, you can monitor your contacts' tweets:
+opentaps CRM2 integrates with Twitter, so you can
 [[Image:Opentaps CRM2 Twitter Activities Stream.png|700px]]
-You can also see what they like talking about, and who they like talking with:
+[[Image:Opentaps CRM2 Activities Summary.png|700px]]
-[[Image:Opentaps CRM2 Activities Summary.png|700px]]
+[[Image:Crm2-reply-to-tweet.png]]
 ==== Gmail User Interface ====

← Older revision		Revision as of 23:28, 16 July 2014
Line 3:		Line 3:
	'''opentaps CRM2 is available for a limited time as a free trial, so sign up today at https://crm2.opentaps.com/signup'''		'''opentaps CRM2 is available for a limited time as a free trial, so sign up today at https://crm2.opentaps.com/signup'''

−	~~=== How Does it Look? ===~~

−	~~The web user interface of opentaps CRM2 has been completely redesigned:~~
−
−	~~[[Image:Opentaps_CRM2_Web_UI.png\|700px]]~~
−
−	~~Take a [[Tour of CRM2]] and see how it could get everyone at your business to work together.~~

	===Features ===		===Features ===

← Older revision		Revision as of 23:28, 16 July 2014
Line 19:		Line 19:


−	~~=== Giving Customers Real Service ===~~

−	~~Do your customers hate calling you as much as you hate calling your insurance company?~~
−
−	~~Let's see...~~
−	~~# Do your customers get a different person each time they call?~~
−	~~# Do your reps have no idea what the same customer called about the last time?~~
−	~~# Do they have no access to emails she's sent in, or forms she's filled out online?~~
−	# If she's already started working with one rep to solve a problem, will your other reps tell her they have no idea who that rep is, or what he's discussed with her, or be able to follow up on what the first rep started?
−	~~# Is your customer told a different "company policy" each time she calls?~~
−
−	~~If the answer to any of the above is "yes," then your customers probably hate calling you. Just like you hate calling your insurance company.~~

	=== How to Get It ===		=== How to Get It ===

← Older revision		Revision as of 23:27, 16 July 2014
Line 17:		Line 17:


−	~~=== Talking to Each Other ===~~

−	~~How do your people ''really'' work together? Probably by email, chat, or text.~~
−
−	Do you know how they're making business decisions every day? Probably not, unless you offer them a convenient way to connect and communicate about the problems at work. That's why you're scratching your head when you see an order, quote, or project and say "Who decided to do that?"

	=== Giving Customers Real Service ===		=== Giving Customers Real Service ===

← Older revision		Revision as of 23:27, 16 July 2014
Line 15:		Line 15:
	Please see [http://www.opentaps.com opentaps.com]		Please see [http://www.opentaps.com opentaps.com]

−	~~=== Conquering Email ===~~

−	Email is the water of your business: You can't live without it, but you could just as easily drown in it. The volume of emails at your business probably exceeds that of phone calls, texts, and social tweets and likes combined. Email is where it all happens -- customers ask for quotes, employees discuss problems, and accounting gets you paid. Many employees spend their whole day in front of a screen, reading and writing emails.
−
−	~~But what are they reading and writing? Are customer problems being resolved? Who is making the decisions? How should problems be solved?~~
−
−	If you're lucky, you're searching back and forth in your inbox to find the answers. If you're like the rest of us, you simply can't find it -- the answer is lost in all the different mailboxes of all the different people. Emails go unanswered when employees go on leave or quit. Customers get upset until they leave or quit.

	=== Talking to Each Other ===		=== Talking to Each Other ===

@@ Line 11: / Line 11: @@
 Take a [[Tour of CRM2]] and see how it could get everyone at your business to work together.
-=== Product Vision ===
+===Features ===
-''To be the simplest yet most useful tool for managing your business relationships.''
+Please see [http://www.opentaps.com opentaps.com]
 === Conquering Email ===
@@ Line 66: / Line 41: @@
 If the answer to any of the above is "yes," then your customers probably hate calling you.  Just like you hate calling your insurance company.
 === How to Get It ===
-First, [http://crm2.opentaps.com/signup sign up] for an account.  You'll need a Gmail (Google Apps) account to sign in to CRM2.
+See [http://www.opentaps.com www.opentaps.com]
 === Where to Get Help ===