Tour of CRM2 - Revision history

Sichen at 20:23, 30 January 2014

2014-01-30T20:23:26Z

Sichen: /* Embedded User Interface */

2014-01-30T20:20:28Z

‎Embedded User Interface

Sichen at 20:20, 30 January 2014

2014-01-30T20:20:02Z

Sichen at 19:53, 30 January 2014

2014-01-30T19:53:29Z

Sichen at 17:41, 1 October 2013

2013-10-01T17:41:39Z

Sichen at 17:37, 1 October 2013

2013-10-01T17:37:59Z

Sichen at 17:34, 1 October 2013

2013-10-01T17:34:09Z

Sichen at 17:31, 1 October 2013

2013-10-01T17:31:19Z

Sichen: /* The Tour */

2013-10-01T15:15:50Z

‎The Tour

Sichen: /* The Tour */

2013-10-01T15:12:49Z

‎The Tour

← Older revision		Revision as of 20:23, 30 January 2014
Line 1:		Line 1:
−	opentaps CRM2 is a CRM system that helps your team work more effectively using your current tools, without installing or learning new software. You can access it from the web, from Gmail, and even embed it into your existing order management or business application system. It lets everybody in your organization work together by sharing their emails, discussions, and activities while using their favorite tools to get their jobs done.	+	Imagine someone on your team gets an email from your customer:
−
−	~~'''opentaps CRM2 is available for a limited time as a free trial, so sign up today at https://crm2.opentaps.com/signup'''~~
−
−	~~=== Features ===~~
−
−	* Create notes around any discussion topic, including orders, contacts, invoices, payments, etc.
−	* Collaborate with your users using familiar @names notation
−	* Synchronize with multiple Gmail accounts of everybody in your organization
−	* Monitor tweets for all your contacts with twitter integration
−	* See who your contacts talk with and what they like to talk about
−	* Login using Google Apps (Gmail) or Twitter account
−	* See your contact's activities stream in Gmail, alongside their emails
−	* Contact and sign up forms for Wordpress blogs
−
−	~~=== Web User Interface ===~~
−
−	~~The web user interface of opentaps CRM2 has been completely redesigned:~~
−
−	~~[[Image:Opentaps_CRM2_Web_UI.png\|700px]]~~
−
−	~~=== Twitter Integration ===~~
−
−	~~With the new Twitter integration, you can monitor your contacts' tweets:~~
−
−	~~[[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]]~~
−
−	~~=== Gmail User Interface ===~~
−
−	~~The new Gmail user interface lets you see your contact's activities, includes other notes, discussions, and tweets, from Gmail, as you are emailing them:~~
−
−	~~[[Image:Opentaps CRM2 Gmail UI.png\|700px]]~~
−
−	~~=== Embedded User Interface ===~~
−
−	~~opentaps CRM2 can also be embedded into your existing system, such as an order management, lead prospecting, or accounting system. For example, imagine~~ someone on your team gets an email from your customer:

	[[Image:Crm2-100-email-from-customer.png\|700px]]		[[Image:Crm2-100-email-from-customer.png\|700px]]

← Older revision		Revision as of 20:20, 30 January 2014
Line 70:		Line 70:
	[[Image:Crm2-700-respond-to-customer-email-from-gmail.png\|700px]]		[[Image:Crm2-700-respond-to-customer-email-from-gmail.png\|700px]]

−	CRM2 will synch with those email accounts and automatically log all those emails to the order, so you can see a full thread of what everybody in your company has discussed with your customer. ~~(Screenshots coming soon.)~~	+	CRM2 will synch with those email accounts and automatically log all those emails to the order, so you can see a full thread of what everybody in your company has discussed with your customer.

@@ Line 1: / Line 1: @@
-opentaps CRM2 is a super-lightweight set of widgets that give you core CRM capabilities, including notes, discussions, activities, and email integration for any application.  You can attach them to an existing application or to a new application you're building and instantly allow your users to work together, no matter what your application does.  These screenshots show CRM2 being used for order management, but you could also use the same widgets for accounts and receivables collection, customer service cases, leads and prospects, manufacturing work orders, or blog or document authoring.  For anything where people work together, CRM2 can help them work better.
+opentaps CRM2 is a CRM system that helps your team work more effectively using your current tools, without installing or learning new software.   You can access it from the web, from Gmail, and even embed it into your existing order management or business application system.  It lets everybody in your organization work together by sharing their emails, discussions, and activities while using their favorite tools to get their jobs done.
-[[Image:Opentaps_CRM2_Web_UI.png|500px]]
+'''opentaps CRM2 is available for a limited time as a free trial, so sign up today at https://crm2.opentaps.com/signup'''
-[[Image:Opentaps CRM2 Twitter Activities Stream.png|500px]]
+=== Features ===
-[[Image:Opentaps CRM2 Activities Summary.png|500px]]
+* Create notes around any discussion topic, including orders, contacts, invoices, payments, etc.
-=== The Tour ===
+The web user interface of opentaps CRM2 has been completely redesigned:
-Imagine someone on your team gets an email from your customer:
+[[Image:Opentaps_CRM2_Web_UI.png|700px]]
-[[Image:Crm2-100-email-from-customer.png|500px]]
+=== Twitter Integration ===
 The email is automatically tagged to the order that the customer is writing about.  You can then start a discussion with other people at your company.  To include someone in the discussion, use @name of the user, just like you would on twitter:
-[[Image:Crm2-200-internal-discussion-lookup-name.png|500px]]
+[[Image:Crm2-200-internal-discussion-lookup-name.png|700px]]
 The discussion is then sent to everybody by email:
-[[Image:Crm2-400-discussions-sent-by-email.png|500px]]
+[[Image:Crm2-400-discussions-sent-by-email.png|700px]]
 Just click on the email and you see the message sent to you:
-[[Image:Crm2-500-discussion-as-email.png|500px]]
+[[Image:Crm2-500-discussion-as-email.png|700px]]
 You can respond either by visiting the page for the order:
-[[Image:Crm2-300-respond-to-dicussion-on-screen.png|500px]]
+[[Image:Crm2-300-respond-to-dicussion-on-screen.png|700px]]
 Or you can just respond to the email:
-[[Image:Crm2-600-respond-to-email-discussion-in-gmail.png|500px]]
+[[Image:Crm2-600-respond-to-email-discussion-in-gmail.png|700px]]
 The email responses show up in the order again.  CRM2 keeps track of your discussion:
-[[Image:Crm2-800-email-response-shows-up-as-discussion.png|500px]]
+[[Image:Crm2-800-email-response-shows-up-as-discussion.png|700px]]
 Also, when anybody at your company writes to the customer from their own email:
-[[Image:Crm2-700-respond-to-customer-email-from-gmail.png|500px]]
+[[Image:Crm2-700-respond-to-customer-email-from-gmail.png|700px]]
 CRM2 will synch with those email accounts and automatically log all those emails to the order, so you can see a full thread of what everybody in your company has discussed with your customer.  (Screenshots coming soon.)

@@ Line 1: / Line 1: @@
 opentaps CRM2 is a super-lightweight set of widgets that give you core CRM capabilities, including notes, discussions, activities, and email integration for any application.  You can attach them to an existing application or to a new application you're building and instantly allow your users to work together, no matter what your application does.  These screenshots show CRM2 being used for order management, but you could also use the same widgets for accounts and receivables collection, customer service cases, leads and prospects, manufacturing work orders, or blog or document authoring.  For anything where people work together, CRM2 can help them work better.
 === The Tour ===
@@ Line 5: / Line 12: @@
 Imagine someone on your team gets an email from your customer:
-[[Image:Crm2-100-email-from-customer.png|1000px]]
+[[Image:Crm2-100-email-from-customer.png|500px]]
 The email is automatically tagged to the order that the customer is writing about.  You can then start a discussion with other people at your company.  To include someone in the discussion, use @name of the user, just like you would on twitter:
-[[Image:Crm2-200-internal-discussion-lookup-name.png|1000px]]
+[[Image:Crm2-200-internal-discussion-lookup-name.png|500px]]
 The discussion is then sent to everybody by email:
-[[Image:Crm2-400-discussions-sent-by-email.png|1000px]]
+[[Image:Crm2-400-discussions-sent-by-email.png|500px]]
 Just click on the email and you see the message sent to you:
-[[Image:Crm2-500-discussion-as-email.png|1000px]]
+[[Image:Crm2-500-discussion-as-email.png|500px]]
 You can respond either by visiting the page for the order:
-[[Image:Crm2-300-respond-to-dicussion-on-screen.png|1000px]]
+[[Image:Crm2-300-respond-to-dicussion-on-screen.png|500px]]
 Or you can just respond to the email:
-[[Image:Crm2-600-respond-to-email-discussion-in-gmail.png|1000px]]
+[[Image:Crm2-600-respond-to-email-discussion-in-gmail.png|500px]]
 The email responses show up in the order again.  CRM2 keeps track of your discussion:
-[[Image:Crm2-800-email-response-shows-up-as-discussion.png|700px]]
+[[Image:Crm2-800-email-response-shows-up-as-discussion.png|500px]]
 Also, when anybody at your company writes to the customer from their own email:
-[[Image:Crm2-700-respond-to-customer-email-from-gmail.png|1000px]]
+[[Image:Crm2-700-respond-to-customer-email-from-gmail.png|500px]]
 CRM2 will synch with those email accounts and automatically log all those emails to the order, so you can see a full thread of what everybody in your company has discussed with your customer.  (Screenshots coming soon.)

@@ Line 29: / Line 29: @@
 The email responses show up in the order again.  CRM2 keeps track of your discussion:
-[[Image:Crm2-800-email-response-shows-up-as-discussion.png|1000px]]
+[[Image:Crm2-800-email-response-shows-up-as-discussion.png|700px]]
 Also, when anybody at your company writes to the customer from their own email:

@@ Line 14: / Line 14: @@
 [[Image:Crm2-400-discussions-sent-by-email.png]]
 You can respond either by visiting the page for the order:
@@ Line 21: / Line 25: @@
 Or you can just respond to the email:
 [[Image:Crm2-600-respond-to-email-discussion-in-gmail.png]]
 [[Image:Crm2-700-respond-to-customer-email-from-gmail.png]]
-[[Image:Crm2-800-email-response-shows-up-as-discussion.png]]

← Older revision		Revision as of 15:15, 1 October 2013
Line 9:		Line 9:
	=== The Tour ===		=== The Tour ===

		+	[[Image:Crm2-100-email-from-customer.png]]
		+	[[Image:Crm2-200-internal-discussion-lookup-name.png]]
		+	[[Image:Crm2-300-respond-to-dicussion-on-screen.png]]
		+	[[Image:Crm2-400-discussions-sent-by-email.png]]
		+	[[Image:Crm2-500-discussion-as-email.png]]
		+	[[Image:Crm2-600-respond-to-email-discussion-in-gmail.png]]
		+	[[Image:Crm2-700-respond-to-customer-email-from-gmail.png]]
	[[Image:Crm2-800-email-response-shows-up-as-discussion.png]]		[[Image:Crm2-800-email-response-shows-up-as-discussion.png]]

← Older revision		Revision as of 15:12, 1 October 2013
Line 8:		Line 8:

	=== The Tour ===		=== The Tour ===
		+
		+	[[Image:Crm2-800-email-response-shows-up-as-discussion.png]]