May 2010

Upcoming Daylite & Billings Class

On 5/19 @ 6:30pm, I’ll be teaching a Daylite class at the local Apple Store in Altamonte Springs, FL. This time, the focus is on both Daylite and Billings. For more information, please go to the Facebook Fan Page.

And, if you’re in town, sign-up to see this demo!

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