- Show the Last Activity in the Customer Listing, allowing you to sort or filter to find high value customers that you might have missed talking to recently or after a large order.
- Run a Sales Activity Report for you manufacturer to let them know how busy you've been, not just with in-person visits but the amount of time you spend on the phone with customers or end users.
- Review previous appointments and notes before going into a customer, for a refresher on what you talked about last time.
We are always looking for ways to increase our productivity. This example uses IFTTT to make Calendar Appointments for your Incoming and Outgoing calls. Once the appointments are created in your Google Calendar, they will synchronize via MRSware Sync into MRSware. Once that appointment is recorded in MRSware, there are many uses, including:
Synchronization is the process of updating MRSware and Google Calendar so that your Appointments appear in both places, and any changes made in either place will be reflected in the other.
The multi-calendar synchronization allows the User to keep in-sync both their personal calendar in Google as well as their Shared calendar in MRSware, while keeping them separate and private/shared appropriately... While you would like to block out the time for your dentist appointment in your work calendar, you don't necessarily need any of the visit details shared with the office, for example.
Each person has the option to sync or not sync each of the calendars in their Google account. To do so, use your Sync Subscription settings (contact your office admin if you are not sure what that is) to login to https://sync.mrsware.net/ and set up your account.
Your iPhone and iPad are indispensable tools used every day on the road, in front of customers, and after hours to record and schedule important information about your customers. You can use your favorite apps while still capturing those important touch points in your MRSware CRM system.
Following are some example apps that you can use, and where that information goes in MRSware. If you don't see your favorite app in the list, comment on this article or send us an email to support, as it is fairly likely that MRSware can support it.
Integration -- Connecting MRSware to other Systems
MRSware connects to and both reads and writes data with various 3rd-party software programs. Through these integration points, Users can connect other software programs they use to MRSware and vice-versa, allowing everyone to use the most effective or familiar program to achieve their workflow while still maintaining a central database for their business.