Connect private Gmail messages to your shared CRM records
Kings have sent crusades in search of it....
They say Sauron and Dumbledor never came close...
It took a ton of Kryptonite, a magic flute and stein of unicorn tears to conjure...
Friends behold! Not one, but TWO simple ways to connect private Gmail email messages to your shared Solve360 client database.
In the comfort of your Gmail account, you have our famed Solve360 Gmail Contextual Gadget below each email message.
With the gadget you add or manage information surrounding a contact. Here is where we’ll introduce the two email features, appropriately labeled Archive to and Link to.
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Creating Documents and Labels from your Solve360 Data
Does your team work with a standard set of documents, such as proposals and contracts, that you have to personalize each time? Does the thought of printing labels give you a head-ache? If so, read how easy it is to do now using Solve360 and Google Docs!
Once we complete a few initial one-time steps to get set, you’ll be able to merge a document by just simply loading a web address, choosing what you want merged, and hey presto! A ready-to-email PDF, document, etc. magically gets generated! So lets get the erm..hard stuff (read one-time initial steps) out of the way...
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Linking Wufoo Web Forms to Solve360
Wufoo is a tool that makes it easy to collect information over the Internet. Wufoo does so by helping you create web forms that web users will fill out. The user’s data is immediately saved directly into your favorite web apps. No more copy-pasting folks! Pretty neat eh? Now, with this integration, you’ll be able to save that info straight into Solve360 too!
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Custom reports using Google Docs
Just when you thought Solve360’s integration with Google Apps was reaching it’s pinnacle, we set our sights on even higher peaks. Ascending to yet another stratus to reach the summit of Google integration, we’ll demonstrate how easy it is to use Google Docs to produce useful reports directly from your Solve360 database.
Reports are immensely useful to gain perspective on trends and answer ad-hoc questions. Being able to see your data in a different light from different angles can often reveal unknown truths about your business, both good and bad, enabling you to create actionable strategies based on knowledge, rather than on instinct alone.
Solve360 has useful reports (Solve360 menu > Report & Update Activities), the ability to create lists (category tags), as well as expanded data reporting (Top view), etc. These catch most of the usual suspects, but remember those days when we hoarded data into Excel where we could slice-and-dice at will? Sure, our data wasn’t quite as dynamic and organized as it is today with the help of Solve360, but we had boundless access to cool spreadsheet features like charts, pivot tables and functions. What if we could have the best of both worlds?
Here’s a working example to demonstrate just that. Introducing Solve360’s Google Docs Reporting! A new Google Apps script that pulls your Solve360 data directly into a Google Spreadsheet where you can manipulate them as you please. Sit back and watch Mike run through a real example in the following video.
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Solve360 is a Google Staff Pick!
Being chosen as a Google Staff Pick in a field of 100s of great apps is quite an honor.
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Solve360 for Google Apps
The verdict is in. Solve360 and Google Apps are secure, inexpensive, easy to setup and simplify your business in ways you can't imagine without trying them first. Norada and Google sweat the details to deliver useful, integrated applications via a web browser, enabling you and your team to focus on moving a mountain for your clients.
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They grow up so fast.
Happy first birthday Google Apps MarketplaceThe unprecedented scale of businesses taking the broom to their legacy systems and embracing the web is undeniable. Google Apps and the Google Apps Marketplace have lifted IT out of a pit of “maintaining operating systems and malware software”, to creating new and exciting solutions for teams. IT is back where it belongs, creating real value for businesses. IT is exciting again. You’re a pathfinder. Pause for a moment and take a bow.
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Solve360 Zendesk Mashup
On the heels of a private Valentines get-together, during which Solve360 planted lines of code into the Zendesk garden, the SaaSy pair have confirmed the rumor a mashupmonial knot of integration was consummated! Folks are gathering in their cozy corner of the cloud now to share the love.
With that, the team here at Norada is excited to announce two-way integration between Zendesk, a professional-grade web-based help desk software with an elegant support ticket system and your favorite CRM, Solve360.
Imagine your sales team seeing at-a-glance what support requests the service team worked on for a client just before they make a call. This would naturally trigger them to tailor their conversation around the client's experience with your company. In the same light, how much time will be saved when the support team has the client's vitals right inside their Zendesk dashboard?
