Importing Contacts and Companies

• How to load data from any system into the CRM database
• Special tips on transposing data into the Solve360 format

Users and sharing information

• Creating and managing your user accounts
• Sharing information with your team and clients

Category tags

• Organizing your contacts into groups to manage call lists
• Managing different contact segments & pipelines

App for iPhone / iPad and Android

• Access all your Solve360 information on your iPhone, Android or newer Blackberry smart-phone AND iPad, Playbook, and newer Android based tablets
• The free app includes most of the features found in the full application enabling your team to work almost exclusively from the device

External calendar systems

• Sync your Solve360 events and tasks directly to an external calendar system like Mac’s iCal, Outlook 2007 and the iPhone.

Attaching emails as activities

• How to simply attach email messages to a contact, company or project blog page
• Advanced integration with Google and Rackspace

Email campaigns

• Sending emails to contacts using scheduled activities, the Webmail client, or specialized marketing services
• How to use the Constant Contact and MailChimp Add-ons

Using Activity Templates

• Save massive time and squeeze out human error when repeating the same process
• Leverage intelligent, time-sensitive sequencing to support workflow

Customizing Forms and Fields

• Customize the layout of the contact, company and project blog form
• Add a range of custom fields to all record types, including activities, to support your unique business requirements
• Setup different field layouts depending on which category tags are selected
• When to use a custom field vs a category tag

Everything Google

• Linking Google Accounts and Google Apps to your Solve360 account
• Learn how the two systems work together

Google Apps CRM features at-a-glance

• A quick summary on what to expect and what Google's team thinks about Solve360
• Announcing the latest features and free Google Docs scripts

Solve360 programming reference (API)

• Setup Web-forms to capture data directly into Solve360
• Integrate Solve360 with external systems and develop custom reports

Solve360 webhooks examples New

• Use webhooks to customize Solve360 and automate workflow processes
• Leverage the free example scripts to get started quickly

FreshBooks

• A unified view of client history and billing data
• One-click access to generate new estimates & invoices

Wufoo Updated

• Setup amazing web-forms to capture data directly into Solve360

Xero Accounting New

• A unified view of client history and billing data from within Solve360
• Jump directly from a Xero contact record to the corresponding Solve360 record
• One-click access to generate new invoices from inside Solve360 and no-surprise data sync

Constant Contact

• Push email campaigns through Constant Contacts
• Constant Contact data automatically reported back on each contact's record

MailChimp

• Push email campaigns through MailChimp
• MailChimp data automatically reported back on each contact's record

Zendesk

• A unified view of support ticket history
• Integrated widget to access Solve360 data right from within Zendesk

Microsoft Outlook

• Manage email history, view calendar events and sync contacts.

RingCentral

• Your phone rings and the associated contact's record in Solve360 opens automatically.

Customer relationship management

• Most CRMs were conceived in the '90s for large companies. Let's explore how Solve360 is different and is applied to teams that actually manage client interactions

Lead nurturing

• Explains how to implement automatic multi-step lead nurturing campaigns that really work

Project management

• Presents an approach to consider when managing teams and projects