Entries by Adler Santos

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 […]

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 […]

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 […]

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 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 […]

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 […]

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 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 […]

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 […]

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 […]

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. […]

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 […]

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 […]

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 […]