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Some Basic Orientation

 
New Member
1 post

Hi there,

We are a design company evaluating a comined PM/CRM solution. We currently use Basecamp which works fine at a low level (and is great for client collaboration). However we want to move up a gear and do scheduling, time tracking and billing as well as CRM functionality.

I really need a good orientation guide to Solve 360. It’s really hard when you are faced with a blank workspace.

For example - how do I create a new project (is a project actually a project blog)?

Is there a basic getting started user guide?

I am sure that lots of cool products like this never get past the initial hurdle when they are evaluated by potential new users.

Please help…

Regards,

John

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Administrator
286 posts

Hi John,

Thanks for taking a look at Solve.  Based on what you’re looking for I expect your time is well invested familiarizing yourself with the system.  We have a few documents ready that introduce some concepts:

- Workspace concepts
- Best practices for Contact Management (CRM) and Project Management

Yes, a project is contained within a Project Blog.

To assist clients in getting started quickly we provide a free personal demo session, which no amount of documentation or talking heads could match smile  Just reach out to schedule one and we’d be happy to introduce the system, map your workflow / requirements to our features, give you an idea on what we are working on next, etc.

We’re currently busy adding new features every few weeks.  Until the service is essentially “feature complete” we are holding off on producing training videos and a user guide because they become out of date quickly.

A general observation is that new clients tend to “over-think” the system i.e. expect it to be more complex than it actually is.  Once they get to this point they appear to be pretty excited about using it.  Maybe we’ll come back to this point later once you have more info in-hand and to ask if you agree with it.