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Mac CRM: State of the Union

Hello readers! Sorry for the delay in writing. I generally post every other week, although its been a very busy time at the firm.

Regardless, in case you haven’t noticed, we’ve seem some improvements in the Mac CRM space lately. What are the big changes?

Daylite 3.10

First and foremost, the team at Marketcircle have released a new version of Daylite. This new version significantly enhances the offline synchronization story.

Now, it is even easier to sync your offline database because everything happens for you in the background. This is a big win for customers. Lastly, this new release is free to existing customers.

Elements CRM 2.3.1

In this new release from Ntractive, users now have a marketing module that significantly improves their ability to connect with customers. How so? Well, the added functionality is three-fold:

  • Integration with MailChimp. Yes, sending of mass emails is just a few clicks away now.
  • See the latest news by viewing your Twitter account within Elements CRM.
  • Mail Merge. Yes, you can now setup physical mailings with either Apple Pages or Microsoft Word.

This is a pretty significant release and for those using Elements CRM, I highly encourage you check out this new functionality. From what I have seen on Twitter, it looks like the folks at Ntractive are working on some pretty exciting developments related to their iPhone App.

Lastly, and for those in EMEA, this new version of Elements CRM is now localized in German. If you speak German natively, I encourage you to review this release a you can now view the application in your native tongue.

Now Software

As mentioned in a previous post, this company is now defunct. It’s really sad, although users will still need a way manage their customers. Thankfully, the previous mentioned Daylite and Elements CRM are there to fill the void left by the Now Software products.

As for M.Bookspan, please stay tuned as I am working on providing even more value to Mac CRM customers. If you have any suggestions or would like to learn more, please don’t hesitate to contact me.

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Utilizing Twitter

I am sure that many of you already know about Twitter. I have been using the service now for two years. For the first year, it was mostly about lurking and posting random items (at dinner, etc.). Then, I became educated.

In my second year, Twitter became a service for communication. It’s another mechanism to find out about information and managing that information. Twitter in many ways has replaced my RSS reader (although I still use Fever so that I can manage my feeds privately).

Going into my third year with Twitter, I am now focusing on how I can deliver more information to the community. I hope to provide more posts about managing your information and balancing your workload/workflow. I would not call myself a guru, although I am beginning to see even more proficiency without the layering on of tools upon tools.

I am by no means a Twitter power user. I just have one account and I have a limited set of trends and searches that I follow. Further, I do not auto-follow folks who follow me. I am pretty discriminate about what I like to read and I am not interested in amassing a large amount of followers. Frankly, it isn’t that important. Quality over quantity…

Lastly, I am going to minimize public replies and focus on responding with Direct Messages. Since many of your followers can’t see the entire thread, it just makes sense to keep it private. Maybe I am mistaken, although I think removing the noise from others lives is a positive thing. :)

I am curious how my readers use Twitter, so please leave a comment below with your thoughts/feedback.

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Matthew Bookspan: Daylite, Billings and Mac CRM Consulting Email Me