8 Productivity Hacks for Evernote users inside Gmail via Collabspot

Collabspot has gone great strides to bring productivity inside Gmail. With its latest partnership to bring Evernote and Gmail Integration, it brings endless possibilities for Evernote users to increase productivity and acheive a lot more inside Gmail. This blog post will highlight Top 8 ways how the Collabspot powered Evernote and Gmail Integrtation delivers producitivity and get things done quicker for Evernote users.

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Evernote Integration with Gmail

Integrate Evernote inside Gmail with Collabspot

Collabspot is setting the benchmark for Productivity in Gmail by bringing commonly used business, personal and productivity apps inside Gmail. This time, Collabspot has joined hands with Evernote to provide Evernote Integration with Gmail.

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Collabspot now enables integration of Xero inside Gmail

Collabspot with its continued visions to deliver productivity in Gmail Inbox, has teamed up with Xero to provide Xero Integration with Gmail . Read how bringing Xero inside Gmail will enable Xero users to better track suppliers & customers.

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Collabspot now Integrates Freshdesk in Gmail

With its continued mission to deliver productivity in Gmail Inbox, Collabspot has partnered with Freshdesk to provide Freshdesk integration with Gmail. Read how the Collabspot powered Freshdesk and Gmail Integration, promises quick and efficient resolution of customer support tickets and in delivering productivity in Gmail Inbox.

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How to use Email Archiving for Salesforce through Gmail

With the ever growing number of emails received in your Inbox daily, it gets difficult for Sales Reps and Staff to keep a record of important emails and synching those emails to clients. With Collabspot email archiving solution for Salesforce and Gmail, you will never lose an email again. Organize and archive each customer email you ever sent or receive for timely review and followup.

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November’s Happiness Report!

It’s time for November’s Happiness Report! Can you believe it? It’s almost the end of the Year! So many things have happened over the past few months. It’s about time we do a quick summary of how we improved the quality of service for our customers.

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Ten Tips to to avoid being Rude in your Emails

  In your emails, do you sound like a soulless sociopath? You’re not alone. You may be a warm and friendly person in real life, but there’s something about composing an email that makes the message sound sterile-- or downright rude. Perhaps, you’ve opted for excessive smiley faces and Internet slang, like lol or omg, to make your emails sound friendlier. Repeat after me: smiley faces are not the answer. In fact, smiley faces can backfire, and make you sound ...

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What Made Richard Branson So Successful? Read His Secrets

  Sir Richard Charles Nicholas Branson has lived a life that many of us would consider a dream. He’s the founder of the Virgin Group, which consists of over 400 companies. His estimated net worth as of 2014 is $5 billion. According to the Forbes 2012 billionaire list, Branson is the sixth richest citizen in the United Kingdom.   It’s no secret that Branson struggled in school and eventually dropped out when he was 16. He went on to create Virgin ...

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October Happiness Report

It’s time for October’s Happiness Report! “Get closer than ever to your customers. So close that you will tell them what they need well before they realize it themselves.”   Stability = Happy Customers For the first time, the number of users complaining about bugs within Collabspot lowered down to ~14%.     User tickets are questions about the functionality while Admin tickets are ...

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Need to Make an Impression in Two Minutes or Less? Keep These 13 Handy Tactics In Mind

  “In the same way that I tend to make up my mind about people within thirty seconds of meeting them, I also make up my mind about whether a business proposal excites me within about thirty seconds of looking at it.” – Richard Branson, founder Virgin Group Mr. Branson echoes the viewpoint held by many sales prospects. How will you impress me in the first two minutes of meeting you? Sales professionals have to make a good impression ...

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10 Tips to Improve the Performance of Your Sales

  “80% of sales require 5 follow-up calls after the meeting. 44% of salespeople give up after 1 follow up. – The Marketing Donut   “Each year, you’ll lose 14% of your customers.” – BusinessBrief.com   “We talk at a rate of 125-175 words per minute, listen at a rate of 125-250 words per minute, but think at a rate of 1000-3000 words per minute.  The processing gap creates ...

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What Behaviors are Common Among Successful Salespeople?

Many would-be salespeople complain that “sales is tough”.  They argue that dealing with prospects and customers is a losing proposition. Well, do you ever notice that some sales professionals really stand out among the crowd? How do they become so successful while many do not? It might be true that training, coaching, skills and a reputable product or service can all make a difference in whether an individual is successful at sales. But, more importantly, it takes a focused approach to ...

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10 Simple Ways to Get More Customers Using Psychology

Once upon a time shop owners knew all of their customers by name. As businesses have grown and become digital, those days are now over. While in most cases it’s no longer possible to know each one of your customers, you can use consumer behavior research to learn more about your customers. Once you understand your customers, it will be easier for you to resonate with them and get more new customers. Here are 10 simple ways to get more customers using psychology:   1. Knowing the ...

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Collabspot publishes whitepaper, Close more deals with 1:1 Marketing automation – a new and effective approach to automation in the sales

The sales department is the backbone of any organization regardless of their size and business nature. They drive the business, earn customers and ensure that the business keeps moving forward. In the current digital powered era where a large proportion of businesses have shifted to e-commerce, sales team is equipped with a myriad of tools to automate their processes and in doing their job more effectively. From marketing automation system, CRM and Web Analytics to standard email & ...

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September’s Happiness Report!

It’s time for September’s Happiness Report!        Why our customers are important We believe that our customers know what is best. That is why we set a goal last March to deliver Legendary customer service. We’ve listened to feedback, added new features, and fixed some bugs. The result? Collabspot is better than ever!     What we worked on last September Improved the task priority Properly assigned roles to people Fixed bugs Added ...

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15 Tips to Manage Email Effectively

Columnist Marilyn Vos Savant once wrote “email, instant messaging and cell phones give us fabulous communication ability, but because we live and work in our own little worlds, that communication is totally disorganized. How many of us have felt overwhelmed by our email inbox at times? It’s no wonder – in 2013, we received over 100 billion daily emails (and, believe it or not, not all of them were relevant to our needs. [Tweet "Consumer and business email accounts totaled nearly 3.9 ...

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August Happiness Report

It’s time for August’s Happiness Report! You are the Guide - not the Hero. One of the biggest mental shifts a business can make is realizing that it is not the hero in the story - the customer is. - Matt Ragland (How Backcountry creates an Exceptional Customer Service Experience)   We learned something very important last August: the measurement of great customer service comes from being a great Guide - not a great Hero. We are not here to save the day - we are here to ...

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Release notes (August 01 – 29 2014)

New Feature: 1.) Birthdate field issue - Users can now type the date manually into the field. 2.) Improved notification email sent to users when saving attachments fails - Notification email now includes the email subject when it is available and more clearly states which attachments failed.   Released August 6, 2014 ( Salesforce version no. 2014.8.6.855 )   New Feature: 1.) Support for Multiple Currencies - User can now see all the currencies that they’ve set in ...

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Release notes (July 14 – 24 2014)

Scheduled July 24, 2014 (2014-07-24) ( SugarCRM 7 Version no. 2014.7.24.1247 )   New Features Implemented Load More function in the sidebar Users will now have the option to show all the items under each section in the sidebar. (except History and Activities, we excluded this feature for those sections) Note: The limit is 5 items per section, exceeding this limit will trigger the Load More button to show up and will load the remaining items.   Support for other date ...

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July Happiness Report

It’s time for July’s Happiness Report! It’s been five months since we aimed to provide Legendary Customer Service. It’s about time to ask: After all the changes we implemented, are we one step closer to providing legendary customer service?   Here’s a brief rundown of our goals: Response time should be lowered to 1 hour. Satisfaction rating should be at 98% - 100%. Create more documentation. Improve our internal process. Without further ado, here's June’s stats:...

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Release Notes

“Growth is never by mere chance; it is the result of forces working together.” James Cash Penney The Collabspot Dev Team have been pretty busy creating new features and fixing bugs! Here’s the result of their effort:   Enhancements and New Features 1. Contact Sync in the Sidebar - Added a ‘Sync to Google Contacts’ button in the sidebar when in Contact/Lead’s detailed view. This button is used to sync the associated contact/lead to Google Contacts. This will populate the ...

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June Happiness Report

It’s time for June’s Happiness Report! This June, we decided to feature a customer’s feedback. Why? It’s because we’ve had such a busy month and the last thing we expected was a lot of positive feedbacks - and yet we did. That was why this particular feedback was very interesting - how did we do it with such a small staff? June’s happiness report will be an analysis of how quality customer service can be achieved as long as there are dedicated people working together to help ...

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New Collabspot Feature: Click to Hangout

Here at Collabspot, our mission is to make closing deals faster for you. If you already contacted our support, you probably noticed that we are a big fan of Google hangout. So today, we are very happy to release this integration with Google Hangout.   How will this new feature help you close more deals? It will allow you to call your customer directly from an email. You can use this feature to give technical support to your customer. You can do product presentations ...

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Customer of the Week: Dan Michael

Envato, a company based in Australia, started operations in 2006, launching its first product on August 2006. Envato has an ecosystem of sites that include digital marketplaces, an educational platform, a group of blogs, a design gallery and a freelance network. These services help millions of people around the world get creative, earn an income online, and learn new skills. Envato helps clients learn skills on Tuts+ so they can make DIY websites, or learn photography so they can ...

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May Happiness Report

It’s time for May’s Happiness Report! Ask yourself, what is customer service? Is it about serving the customer? Is it about being nice to the customer because they are the best form of advertisement? Is it about profit? Christopher McCormick has the best answer of them all:  I’m very lucky to be part of the Collabspot Team. It’s easy to see that everyone here has a desire to make sure our customers are happy. We weren’t trained to think that way. Everyone just wants to go that ...

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Customer of the Week: Pétur Ísfeld Jonsson

  1. What is your role and how long have you been with ISNIC? I am the sales manager for the .is domain registry in Iceland and I have been in this role for 3 years and 8 months.   2. Can you tell us something about what ISNIC offers? The company has two departments, one is the .is registry ISNIC and the other is Modernus which develops and markets several value-adding web services such as web analytics and web chat. ISNIC is the Registry for .is which is the top-level domain ...

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Customer of the Week: Jim Hetzel

    FlightStats, Inc. was formed in 2001 as Conducive Technologies 2001 (renamed FlightStats in 2005) because they saw an opportunity: that there was no provider of worldwide real-time and historical flight performance data. They source, refine, and aggregate data from over 300 data points including: airlines; airports; civil aviation authorities; flight positional sources; weather and global distribution systems; etc. All this data add ...

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Customer of the Week: Hugo Levasseur

  1. What is your role and how long have you been with Spundge? I am an Account Manager at Spundge. I am the bridge between our customers and the company. I support customers whose account I am in charge of, and I establish a good relationship with them.   2.Can you tell us something about what Spundge offers? We offer an all-in-one Content Creation, Delivery and Monetization Solution. Customers can create notebooks, with a title and specific keywords. Spundge will then ...

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New Collabspot release for Salesforce

Our robust CRM integration in Gmail is now available for Salesforce. With Collabspot for Salesforce, all Salesforce users can now close more deals while saving time. Collabspot provides a unique bundle of 3 sets of features: 1/ Optimized 1:1 Interaction with Customers Helps Salespeople Close More Deals, using: Email Templates Email Tracking Send Later email Create & Follow-up Tasks Instant Email Notification Analytics to find best practices 2/ Sidebar Integration ...

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April Happiness Report

We Understand… ...That the most important part is to show you that we care. Collabspot is all about collaboration - and it’s not a simple collaboration between us and your company. It’s about creating a strong relationship with you. We wanted to personalize the experience. It all started when Anna wanted to reduce the average response time to one hour and Ela wanted to resolve the technical issues as fast as possible. We tried out a lot of ideas. It was really fun because ...

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SugarCon 2014: A Sweet Event

We’ll Be There An exciting event is going to happen this coming Monday, April 28, and Collabspot will be there, and so should you! At SugarCon 2014 software providers and developers gather together with industry stakeholders. It is the perfect venue for SugarCRM customers (or those who wants to try or shift to SugarCRM), as they will see an exclusive glimpse of how CRM will evolve in the decade ahead. We participated in last year’s Sugar Conference and we will join again for this ...

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Customer of the Week: Michael Loveless

Michael Loveless: Has LOVE for Collabspot Being in the online media industry since 2001, updating and managing his growing database is very important for Michael Loveless, Founder and President of Loveless Media Corp. Loveless Media Corp. caters to clients around the globe, offering services such as Web Design, eMarketing, Search Engine Optimization (SEO), Web Hosting, and IT Systems Management. His company also sells collaborative web-based tools such as WebERP. Before using Collabspot, ...

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Customer of the Week: Lewis Yildirimturk

The never ending changes in web development are an ongoing challenge to [Affordable Web Design and Marketing, Inc.](http://www.affordablewebdesign.com/), a company that provides website design and web marketing services. "The biggest challenge is to keep up with the changes in search engines. But we always go the extra mile to make our clients happy and satisfied with our work," Lewis Yildirimturk says, Founder and President. However, the company which uses Google Apps, had a ...

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The winner of the Collabspot New Year Competition!

In January we ran the Collabspot New Year Competition, to find the most efficient emailer of 2013. You might remember that all participants got a free analysis of their email skill. Those who worked in sales positions were competing for the title and a Nexus 5 smartphone! We measured email efficiency as the rate of customers and suppliers who respond to a salesperson’s emails within 24 hours. Today we are happy to announce the winner: Tamás Szatmári, Head of Business Develo...

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Happiness Goal Report

"The goal, as a company, is to have customer service that is not just the best - but legendary." Sam Walton, Founder of Wal-Mart Reaching our Legendary Dream We have a dream of providing you, our customers, the Legendary Customer Service. We know it will be tough. It will be a huge challenge. But we're here provide you something better than the best - legendary. Following the idea of Buffer, we started our own Happiness Report. Only this time, our goal is to not have the best ...

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Release Notes Collabspot for SugarCRM Version 2014.02.25

"Growth is never by mere chance; it is the result of forces working together." James Cash Penney Our team has been working hard to create new features and some fix for current bugs. Enhancement or New Features: New look: Collabspot Portal and Setup, I hope you will like it. Updated error message for clients using an unsupported SugarCRM version Customers using an unsupported SugarCRM version will ...

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Collabspot Release Notes

This document describes the changes made in Collabspot. Collabspot Version 2014.02.06 Enhancement or New Features: Collabspot now supports decimal (.) as currency thousand separators and comma (,) as decimal separators. US and UK are one of the few countries in the world that use a period (.) to indicate the decimal place and comma (,) as thousand separators. Some countries, mostly in Europe, use decimal points (.) as thousand separators and comma (,) to indicate decimals. Colla...

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Prove your email efficiency

Are you an email champion who gets fast replies and answers in a heartbeat? Now you can prove it! Collabspot starts the new year with a competition to find the most efficient emailer. All participants get an automatic analysis of their email performance. There is no room for vagueness. Use Collabspot Performance to measure your email performance with simple metrics that tell everything about your efficiency. Are you ready to see your email performance in the clear ...

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Collabspot has a better memory now

Your Collabspot's browser extension is now able to remember to which opportunity, contact or lead you saved your email to. Before, for every email in a thread, you had to select again the list of objects you wanted to associate your email with. Now this is not needed anymore. Collabspot remembers them. For every email in the thread, the opportunity, contact or lead will already be populated, so you don't have to search for them. I'm really excited ...

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Collabspot goes to DevFest Bacolod to give 2 talks

GDayX, a community-organized event supported by Google inspired by Google GDays celebrated the first time where both GDG and GBG have been merged into one last Sept. 28, 2013 at Bacolod City, Philippines. More than the delectably and sumptuous Chrome Cake, the event had really brought the GDayX experience closer to the members of the GBG, GDG and GSA communities. A full day of learning and showcase of cool tech. Loaded with fun and the awesome Google experience. Our very own ...

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Collabspot menu changed of place

In our recent product release, we have moved your Collabspot Menu from the top Gmail Menu to the lower right side as a button (logo) as seen in the image below. We have made this move as a response to the recent changes Gmail is doing in their design. Please contact us at support@collabspot.com if you have any questions.

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Change of payment for our customers using Paypal

Collabspot is currently undergoing a change in its online payment gateway to enable payment by Visa, Mastercard as well as Paypal. We are closing our paypal account tomorrow, Sunday the 25th of August 2013. Existing customers who have subscribed before May 20th 2013 will need to register with our new payment gateway. We contacted by email each of the impacted users. If you did not do it by that time, no worry, no data will be lost, you will just need to ...

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New presentations of Collabspot for SugarCRM

We are happy to share with you that we finally have a new slide deck and video presentations - Collabspot for SugarCRM. The presentations will quickly show you Collabspot’s main features including the latest most important updates that we have launched. Check them out here: As always, we welcome your feedback on our product and encourage you to suggest more features for Collabspot here.

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Collabspot is now a certified SugarCRM apps

SugarCRM, one of the world's fastest-growing customer relationship management software company has certified a few select applications. Collabspot is proud to be a part of the list as the only Google Apps integration to be certified. In order to get certified by SugarCRM, they needed to validate a number of important factors. Let's look at why Collabspot got the certification: Security: Customers are safe with us. We do not store any of your data and your ...

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New Packages & More Features for SugarCRM Users, More Value for Your Money!

The word is out! We are excited to announce that we have now launched our new packages for SugarCRM users and they come with more features. Let’s quickly look at what it means for you: Premium subscribers now get contacts and calendar sync features for free. This was previously only available to VIP package subscribers. New Enterprise Package: Our enterprise package now comes with custom module features. Do you have custom modules created on your SugarCRM? You can now view them ...

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Enabling collaboration: crossing over the imaginary integration line

This is a guest post written by John Mertic, Solutions Architect and Community Manager at SugarCRM. I’m a big fan of the UNIX philosophy when it comes to software: build one tool to do one job, make it do that job really well and let it work with other tools to get the job done. I think this notion perfectly captures collaboration as well; it’s less about being intertwined tightly but more about being connected at the right points to help make what you are doing more effective. How does ...

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Collabspot now synchronize your Google calendar and contacts with SugarCRM!

So now you can see your SugarCRM meetings and contacts directly from within Google. You don't even need to install anything into SugarCRM, simply give Collabspot access to your calendar, and we take care of the rest. So now you will be able to access your calendar and contacts from your mobile everywhere google is. If you are interested, get in touch with our support (support@collabspot.com), and our team will give you access to it. Learn more

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We’re going to SugarCon 2013!

Recently, our Gmail integration with SugarCRM made us the Sugar App of the Month for March 2013. We also successfully held a webinar hosted by the SugarCRM community that showcased how our sales email platform for Gmail provides a window to SugarCRM. In line with all these events, I'll be joining this year's SugarCon! I'll be there to meet with our users and resellers. If you will be around and would like to meet, drop me an email at jjoslin@collabspot.com. SugarCon is an annual ...

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Collabspot has turned Gmail into a fully-functional small business CRM – Gyi from AttorneySync

As a digital legal marketing agency, staying in contact with our clients, prospects and partners is critical to our ability to deliver effective results. Over the last 5 years, our CRM dance card has been quite full. I can think of at least six CRM solutions that we tried unsuccessfully to make work. In fact, we even left one only to come back to it later. The common predicament was that tools would always be close to, but still lacking, some key and deal-breaking functionalities or ...

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The importance of solving CRM adoption for today’s sales

There is divided opinion whether investing in a CRM is justified and if implementing one does bring more sales for a company. According to a survey by Gartner, Inc., the world’s largest technology research and advisory firm, more than 50 percent of CRM implementations are considered failures from the company’s point of view. On the other hand, consider a recent study from Nucleus Research. It states that for every dollar a company invests in a CRM, they get a $5.60 return of investment. I ...

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5 ways Collabspot helps us work faster – MarkNet Group

Figuring out how to work fast and efficiently is always on my mind. As the owner of a fast paced web development company, MarkNet Group, my team juggles multiple projects, marketing activities, sales and operations. The faster we get things done without compromising quality means a higher profit margin. One of our favorite tool sets is the seamless integration of Collabspot, Highrise and Gmail. We call them the trifecta at the office. Here is how they help us increase productivity and ...

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Tim from Cloudspace on using Collabspot

Collabspot is what Highrise should have built a long time ago. It's the perfect tool for doing consultative sales -- I end up focusing on small numbers of people, and being able to easily document our discussions and schedule followups are huge for me! For my workflow, there are two killer features in the Collabspot plugin for Gmail: The first is being able to automatically BCC my Highrise account so that important emails get saved into Highrise. There's an option to BCC every email I ...

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We’re joining JFDI.Asia’s startup accelerator!

You might have noticed in tech news this week (TechCrunch, TheNextWeb, e27, WebGeek.ph, SGEntrepreneurs) about the announcement of 8 startups who made it out of the 262 teams that applied for the 2013 JFDI.Asia accelerator program. We're one of the accepted ones! For those who don't know, JFDI.Asia operates the longest-running, most successful seed accelerator program in South East Asia, and we're very pleased to announce our participation in their 2013 accelerator. The bootcamp will ...

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6 tips to increase CRM adoption

Start with the basic features At the start, your sales team does not have to adopt the full spectrum of features that your CRM offers. Let them start using the basic, intuitive features of the CRM such as creating or importing leads, logging customer correspondences, and creating tasks specific to prospects. These features are usually those that have similar counterparts in traditional customer relations management. Offer training and tutorials that are easy to consume According to a ...

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Save yourself from repetitive writing using email templates!

Today we're happy to introduce our extension's new feature: email templates. Salespeople can now save time from doing repetitive emails by using the email templates feature in Gmail Labs. This also removes the stress associated with writing the same thing over and over again, so that salespeople can focus more on personalization rather than repetition. The email templates can be accessed when composing a message in Gmail, using the button with an email icon. It will show you a list ...

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Top 5 Gmail Labs features for marketing and sales

Gmail Labs is a feature of Gmail wherein you can use experimental features before they become officially launched. Most of these potential features are developed so that the average user can save time and be more efficient in using the mailbox. This gives a better overall experience with email, as it’s now one of the most widely used forms of communication. Aside from being built for general purposes, Gmail Labs features can also be useful for marketing and sales processes. This stems from ...

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How we use Highrise with Gmail and Google Apps

I'm very delighted to bring you the final post for the Highrise series of blog posts! It's about how we effectively use Highrise alongside our Gmail or Google Apps (GA) mailboxes as we communicate with our customers. The key ingredient here is our very own extension which brings Highrise in Gmail/GA, saving us time from all the window-swapping and customer data management between CRM and email. Increase your sales team’s CRM adoption Our sales team undeniably spends most of their ...

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How to create and manage Highrise tasks

Note: This is the sixth of a series of blog posts on how to use Highrise to better manage customer data and efficiently serve leads and customers. Here are the links to the previous posts: Part 1 - How to use Highrise tags Part 2 - How to use custom fields in Highrise Part 3 - How to easily capture contacts in Highrise Part 4 - How to use deals and cases in Highrise Part 5 - How to use Highrise email dropboxes Whether it's sending a follow-up email, or doing preparations ...

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How to use your Highrise email dropboxes

Note: This is the fifth of a series of blog posts on how to use Highrise to better manage customer data and efficiently serve leads and customers. Here are the links to the previous posts: Part 1 - How to use Highrise tags Part 2 - How to use custom fields in Highrise Part 3 - How to easily capture contacts in Highrise Part 4 - How to use deals and cases in Highrise Highrise has this cool feature of giving you specific email addresses that you can use to 1) attach emails to ...

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Never forget to create that Highrise task again!

Let's say you're replying to a customer's email who made an inquiry about your product. Making customers happy is always the top priority. So after replying, you plan to create a new task in Highrise to remind you to follow up on this customer to make sure that everything is going well. But while writing your reply, you get disturbed by more urgent tasks that you altogether forgot to create a task for that follow up email. Tasks help you get things done. But sometimes the problem is when you ...

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Write better emails and use Highrise effectively!

We're offering a free 30-day course on how to write better emails and on how you can start using 37signals Highrise CRM effectively. You will receive exactly 8 emails over the course of a month about the following topics: - How to write better sales emails - What tools to use for email analytics - A crash course on Highrise and how to use it effectively - The importance of follow-up emails - Why email subject-lines matter and email testing advice To sign-up for this course, just ...

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How to use deals and cases in Highrise

Note: This is the fourth of a series of blog posts on how to use Highrise to better manage customer data and efficiently serve leads and customers. The first three posts are here, here, and here. In Highrise, cases and deals are used to group information based on a specific matter such as a project, a negotiation, a bid, or a contract. Each case or deal gathers a collection of notes, files, and contacts in Highrise so you can easily manage them in one screen. The main difference between ...

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A happy new 2013 to all!

In behalf of the Collabspot team, we wish you all a happy new year! 2012 has been a remarkable year for us here in Collabspot and we would like to thank everyone who made it all possible. As we hope for better things to come this 2013, let us not forget those who are in need of a helping hand. We believe that the true nature of the holidays is all about sharing and supporting each other. Regarding plans for our extension, we have new features and integrations to be rolled out this ...

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How to easily capture contacts for Highrise

Note: This is the third of a series of blog posts on how to use Highrise to better manage customer data and efficiently serve prospects. The first two posts are here and here. The current post is about how to easily capture contacts for Highrise. With all the contact info that needs to be filled out, it can be quite tiresome to manually import new contacts from your email into Highrise. We need a way to create new contacts faster and less tediously. This is one of the reasons why we built ...

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How to use custom fields in Highrise

Note: This is the second of a series of blog posts on how to use Highrise to better manage customer data and efficiently serve prospects. In Highrise, custom fields allow you to customize your Highrise data beyond the standard fields that are given by default. Use custom fields to create filters for subcategories, e.g. category is software, subcategory is iOS developer. Custom fields can be used for both contacts and companies in Highrise. For those not yet familiar with custom fields, ...

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How to use Highrise tags

Note: This is the first of a series of blog posts on how to use Highrise to better manage customer data and to better serve prospects. In Collabspot, we use Highrise tags to create instant or one-click filters of your contacts by categories. Here are five (5) relevant categories that tags can be grouped into. Tags by title/profession Whether the contact is an engineer, a blogger, or a designer, it's a good idea to assign tags based on profession. This helps us easily determine who ...

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Extracting more contact details from emails

We released a new update today that introduces capturing more data from an email. Earlier, when you were creating a contact using Collabspot, we would automatically fill the first name, last name, company name, and email address. Today we are adding two new fields that are extracted from the email: phone number and postal address. To see it in action, view this video: This new feature will save you even more time when creating new contacts. No more extra copying and pasting!

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You can now search and view Highrise contacts from Gmail

I’m happy to announce that we just released a feature that will make your use of Collabspot even more productive. From the sidebar, you can now search and view Highrise contacts from Gmail. Here are a few use cases that will be improved: A customer is calling you while you have Gmail open. You just need to type his name and you’ll get access to his details. You can then enter notes and tasks as you would usually do with Collabspot. When writing an email and you need to find a ...

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New UI, new video, and other updates

As promised a few days ago, we now come back with some big updates for the extension. New UI design and new logo The new UI is a result of our effort to make all the information displayed by the extension easier to recognize and to navigate. We used different colors to designate different types of data in Highrise. Users can now see an overview of how many tasks, deals, and cases they currently have. Also under the Activities section, the time between now and the earliest message ...

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New website, new logo, and happy users

This has been an incredible week at Collabspot. We just won the Google Apps Developer Contest in the business category earlier this week. And today, we are changing our website, our logo, and our name. So here is our new logo : Collabspot Insights will now be renamed to Collabspot. The development services we were offering previously will now be available at dev.collabspot.com We also created a new page that showcases our happy customers. In the coming days, we are also going to ...

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8 ways to write better emails

1. Promise value in the subject line and deliver exactly what you promised in the email body. A typical internet user gets around 30-50 emails per day. Only a handful of these emails will actually be read, and most will go to the trash. An email's subject line is the first, and can possibly be the last, point of contact you will have with the recipient. Subject lines determine open rates. So make sure you put a lot of effort in the subject line and craft it in such a way that it promises ...

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Why do most CRM implementations fail?

Companies that are going for web-based services now have a variety of customer relationship management (CRM) systems to choose from. These range from the 800-pound gorilla such as Salesforce, to the simple offerings of 37signals Highrise. But the problem is not only choosing the right CRM for the company but also other aspects such as CRM adoption, ease of data entry, and integration with existing email services. This blog post will discuss some of the essential CRM implementation issues and ...

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Setting up PHP and WordPress on Nginx

Introduction In this post we'll install PHP5 and Wordpress and serve it with Nginx. This post assumes we've already set up Nginx. For our PHP projects, we want the same structure as our Python projects: /var/www/ `- php-project/ |- src/ |- conf/ | |- php-fpm.conf | `- nginx.conf `- logs/ Install PHP and FPM We wanted to use uWSGI, but getting PHP running on it was too much trouble, so we settled on FPM. $ apt-get install php5-fpm php5-cli Let FPM ...

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Making CollabSpot Boards available to Gmail users via Auth

Introduction CollabSpot Boards (CS Boards) is project management tool integrated with Google Apps. It was first offered only to Google Apps users. But months after the launch, it was also made available to Gmail users. In principle, opening the service to Gmail users wasn't supposed to be difficult since it was already available for Google Apps users. But for someone like me who did not know much about OAuth, authorization, and authentication, things can get quite complicated. This post aims ...

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How do you find your Highrise API token?

If you want to use one of our Highrise applications (the Google Apps Highrise Gadget or the Chrome extension), you will need to find your Highrise API token. You can find it by following the steps below: First, you need to log in to your existing Highrise account. In the upper right corner, click on the Account & settings menu, and choose My Info. Click the API token tab in the middle of the screen. You can find your authentication token here.

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A/B testing with Google Analytics Content Experiments

Introduction The Google Web Optimizer has recently been incorporated into Google Analytics and is now called Google Analytics Content Experiments (GACE). This blog post will show how we've set up A/B testing in GACE for our company homepage. Our goal for the experiment is to promote CollabSpot Boards to the visitors of our homepage. We'll also show what the result of the experiment looks like and how you can proceed to other experiments. Variation pages and experiment goals Since ...

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Setting up Nginx + uWSGI Emperor to host Python applications on Ubuntu 12.04

This is the first of many posts on how our server is set up to serve Python web applications and others. For this post, we'll focus on setting up Nginx and uWSGI and getting a bare-bones Django application running and served by Nginx. Installing Nginx Nginx is available in the Ubuntu software repositories, so installing it is pretty simple. $ apt-get install nginx Test your installation by starting Nginx: $ /etc/init.d/nginx start You should see a message along the lines of "starting ...

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CollabSpot Boards in the GDG DevFest Philippines

The GDG DevFest The first ever Google Developer Group (GDG) DevFest in the Philippines happened last August 4, 2012. It was held in the Asian Institute of Management in Metro Manila, a renowned business school in Southeast Asia. I, along with fellow CollabSpot developer Gino Tria, were invited to speak in the said event. We did a live demo of CollabSpot's flagship product, CollabSpot Boards. The GDG DevFest was full of interesting talks that were suited for both technical and ...

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Scheduled Reports with CRON for App Engine

Introduction It is important for web developers to regularly keep track of how their application is being used by their customers. This allows them to have sound decisions on what improvements need to be added for future releases. This post will show how to set up scheduled reports in Google App Engine running in Python. The scheduled reports will contain your application's usage data, plus other stuff that you may want to measure and monitor over time. Setting up a Reports ...

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Creating PayPal IPN Handlers with Tornado

What is IPN? Instant Payment Notification (IPN) is PayPal's message service that sends a notification when a transaction is affected. Basically, once a PayPal transaction happens, it sends a notification to a handler you specify, with all the information and variables you need to handle that event in your application. Check out PayPal's official docs on IPN for more information. Preparing the PayPal buttons Before we write our handler, we need a way to send the ...

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