WeCanDoCRM: view your Social CRM contacts from the WeCanDo.BIZ site

01/09/2009 at 2:44 pm Leave a comment

It’s now just a week until we go live with the Social CRM addition to sales leads and business referrals site; today we’re going to show you some of the differences you’ll see on the main site you already know.

WeCanDo.BIZ My Contacts view (click to enlarge)

WeCanDo.BIZ My Contacts view (click to enlarge)

When you connect to anoether member on our site their details will automatically pass across to WeCanDoCRM where you’ll be able to find out more information, communicate with them, add notes, documents and events and more.

WeCanDo.BIZ View in CRM icons

WeCanDo.BIZ View in CRM icons

Contacts will only be updated in WeCanDoCRM if you have an active “approved” relationship status with them; that is, both sides have agreed how you know each other and approved the connection.

This image show a new column we’re adding to the My Contacts view which shows whether taht contact also appears in your Social CRM system.  If they do, you can click the icon to go to th CRM record you hold for them.  Greyed out icons mean that the contact is not yet approved so they do not have a CRM record.

You’ll see this new colum on 10 September and then you’re only one click from their CRM record and all the additional rich information it holds!

More to come tomorrow…


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WeCanDoCRM: powerful Social CRM reporting WeCanDoCRM: Social CRM import tool to bring all your contacts together

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