Create opportunity right from your Google Mail using Google Contextual Gadget

August 26th, 2010

We are happy to announce the release of Google Contextual Gadget using which you can create an opportunity in Applane CRM right from your Google mail.

Now you can create an opportunity on the fly from your Google mail account. A contextual gadget will appear at the bottom of the mail with the option to “Create an Opportunity”. When user clicks on the button the panel will expand with fields required for creating the opportunity like ‘opportunity title’, ‘owner email id’, ‘organization name’, ‘website address’, ‘contact name’ etc. The fields which can make use of information from the current email will be populated with default values to save unnecessary effort.

On clicking the ‘save’ button, an Organization, Contact and Opportunity will automatically be created in Applane CRM. Additionally, the email will be attached to the communication thread. This functionality is useful for the sales team and will save a lot of time otherwise required to achieve the same result.

Google Contextual Gadget for Applane CRM

Posted by: Devika Sen

Applane CRM allows keeping track of follow-ups through Google Calendar

August 4th, 2010

Applane CRM's integration with Google Calendar enables you to keep track your follow-ups (next actions) in a single view. Now you need not sign in to Applane CRM to know the list of follow ups planned for any date. You can keep reminders of your meetings and follow ups through your calendar in sync with your CRM. Following up does not get any simpler!!

From within Applane CRM you also have the unique ability to know the number of appointments you have fixed on a particular day so that you can avoid overburdening your day with too many action items. For this you do not have to navigate at all, just glance at the ‘Total Actions’ in the ‘Record Actions’ page while specifying a follow up date. You will know how many actions you have already engaged yourself in for the date you have chosen.

Applane CRM makes managing your follow ups so easy.

Posted by: Devika Sen