The Saleswah Sales CRM dashboard now loads 10-100X faster

Ever since we migrated the Saleswah CRM to the newer platform, it is winning plaudits and applause from our customers for functionality and visual appeal.

We are making upto the minute metrics relevant for sales available on your desktop. This helps ensure sales reviews with your team are conducted on the basis of same data. There is a catch though.
Every time you log in to the CRM or come back to the dashboard many real time calculations are performed.  Large number of queries are fired at the database and the results are aggregated, pivoted,  and otherwise “massaged” to show up on your own personalized dashboard.

Saleswah Sales CRM Dashboard

Mercifully you are unaware of all the complexity at the backend- and that’s how it will remain. Suffice it to say that we discovered recently that the dashboard was literally crawling under the weight of the queries. It was taking a long time to load if the data size for any of the items: open leads, deals, tasks  or appointments  became large.

We fixed it today. Hope you see a difference. 

What is the Sales CRM dashboard telling you?

When you login the default view is that of the current month and current Financial Year. The focus is on giving you a close look at the things that matter to you – the tasks and appointments, the forecasts, the pending or overdue commitments etc.

You can shift the calendar month to go back in time or forward to see what the next month (s) look like. And, you can obviously navigate to the item of interest from the dashboard.

If you want to drill down to the level of a junior, do that. All data on this page and others will get filtered automatically to her level.

Understanding the different Saleswah CRM user roles

Saleswah has 4 types of roles (other than the admin) which are relevant for your users.

a) Sales executive b) Sales Manager c) Marketing d) Sales co-ordinator (telesales/ inside-sales)
There are differences among the roles in terms of what data they get to access or what functionalities are available to them.
A sales manager can do virtually everything that the software allows- except the admin work, of course. He can also see the customer data for all the execs reporting to him.

A sales exec has access to all features/ functionalities but sees only his own data.A sales exec and a sales manager are the 2 types of roles that carry sales targets. They also have “account ownership” – meaning direct responsibility for business generation from named accounts. Sales execs and their managers form a pyramidal structure. 

A user in a marketing role can’t perform sales activities like creating a deal/ creating a quote etc. But, he/she can view all data which is visible to the person in the hierarchy he/ she is reporting to. As an example, lets’s say Brian, (in marketing role) reports to Susan and thus can view all data. But he can’t action much. He can of course upload leads, create and run email marketing campaigns etc.  
A sales co-ordinator can perform all the activities that a sales exec can- but does not carry targets or have account ownership. Their job is to help a sales executive or a sales team (reporting to a manager) sell. So, they can create quotes, deals etc. But, the ownership, rewards, targets are all those of the account owners- sales exec or his manager.

Like the user in marketing role, a sales co-ordinator only sees the customer data for the team to which she/ he is assigned (the manager she reports to).
I hope this clarifies. The executive team in your organization are the people who can decide the teams and roles of users.

As you know, if you are a sales manager, you can drill down to a lower level in the hierarchy to filter the data to only the level of the executive or the manager below you. This applies to all the lists, reports and dashboards.

Saleswah on your windows desktop and Office 365

The latest update of the our app on the Microsoft store- the Saleswah Lite CRM- was our 32nd!

We did it as a bit of a lark years back. And followed it up with an app for the Windows Phone as well. Which of course is another story. Suffice it to say, the app is still alive but where are the Windows Phones?

We may be die-hard Windows fanboys, but even we have given up on them.

But, we have a lot of good feelings for the desktop app. It is probably due for a re-design. But it still delivers great value for the user who is desk-bound and uses the app to perform updates for the most part.

And we keep adding features to it. The latest we did was to allow sync of Office 365 contacts and calendar with Saleswah through the app. It requires you to have a Enterprise class Office 365 account. Hope we are able to allow you to sync with your Office 365 Home and personal accounts as well, soon.

Have you checked out Saleswah recently? On the web or on the desktop? How was your experience?

Gartner group is hosting a feedback page where you can share your experience. And they are giving away USD 20 worth coupon as your reward. Do share your views.

Linking Office 365 to Saleswah CRM

It’s a connected world

Connected world

It is a measure of how fast technology shifts in today’s world that Office 365 was needed to stop the rapid march of G-Suite (Google’s online suite of office product) into enterprises.

No one got under the skin of Microsoft Office products like Google did. Before Google came in, OpenOffice, StarOffice, LibreOffice- they all came, had a tiny share of the market (why not? they were free!). But, Microsoft charged premium dollars and the enterprises paid.

No one in the enterprises looked seriously beyond Microsoft Office- Excel, Outlook, Powerpoint and Word.

Google hit Microsoft from a totally unexpected quarter- riding on the success of Gmail, Google put serious oomph in their online office suite. And from a curiosity for home users, they started getting adopted by offices- first the small ones and then the enterprises.

One thing Google never managed to shake off though, and that is the perception that Microsoft understands enterprise security (and others don’t). So, the penetration of G-Suite tapers off in larger enterprises- where Microsoft really rules.

The case for link and synch

Customer information everywhere

As CRM vendors, we need to make the customers productive by allowing them access to customer data where it exists. So, whether in the Contacts list in Gmail or in the Outlook or in your smartphone, or the calendar data, we can save you huge time and effort by reducing de-duplication of efforts.

A digression: we are Microsoft fanboys- even when it was really unfashionable to be one. We linked our CRM to G-Suite (Google for Work those days) many years back. For all our devotion to Microsoft, we could not find a way to link to Microsoft- but for a small add-in we developed for Microsoft Outlook– which exchanged contact and calendar data between Outlook and Saleswah.

The empire strikes back

Microsoft changed – and how!

From being a desktop software vendor selling licenses software, it pushed aggressively into the cloud. Without, and this is significant, abandoning their desktop software platform.

So, you can work on MS-Word online as well as on your desktop and the beauty is that it is so long as your license is valid, you can continue to get upgrades to your desktop software as well- so, your Outlook 2016 will become Outlook 2018 or 2019 whatever the new version is. Sure, it is a game of Opex vs Capex and Microsoft makes more money in the end; but the value that you get is tremendous.

Announcing: Link Saleswah CRM with Outlook Office 365

So, for all those years spent waiting – we can now link to the Office suite and of course our first target was the Outlook. Playing no favourites here – we linked Saleswah CRM with Outlook (online) the same way we linked with G-Suite. To enable connected users exchange contact and calendar data- Tasks and appointments- between the CRM and Outlook.

There is a difference though. We connect to G Suite from the CRM platform on the web. We connect to Outlook from the Saleswah Lite CRM app on the Windows desktop store.

Saleswah CRM link Outlook

 

We dare say the integration works well. Check it out – go to the store on your Windows desktop and download. Create an account or use your exisiting Saleswah account. For the initial set-ups, go to the app on the web- same user ID and password work here as well.

Enjoy! Feel free to contact us on email at accountservices@saleswah.com if you have a feedback or suggestion.

The most meaningful SAAS metrics

I saw this tweet the other day. From @jasonlk.

SAAS advice

 

 

 

 

Yes. One of the most stunning advice I read a few years back- was to stop reading all that I was reading on the net and focus on doing actual work.

So, this is not advice. Who am I do give you advice anyway?

Virtually all advice is rooted in context. And examples and war stories are what we know have worked for others.

We ignore geography, culture, time. We simply believe because we want to. And, there is so much of it.

So, here’s me sharing what SAAS metrics we look at every morning. Something we do as a company.

It’s simple.

How many users logged in to our service yesterday. And, how much time they spent on our software.

That’s it.

This is the most meaningful SAAS metrics that is shared in group meetings- when those numbers fall, we feel the pain. These are numbers that everyone can own up to. We built the software- why aren’t more and more people, organizations using it?

When those numbers grow- we cheer.

Yes, we do look at revenue. We focus on revenue growth. But, not all in the company do. The user and usage growth metrics is for all of us.

Re-launch Saleswah Lite Windows Phone CRM App

The Saleswah Lite Windows Phone CRM App was due for a revamp.

We were among the first to launch a full fledged CRM app on the Windows store. The App has had thousand of active users and still going strong – 11th revision in 4 years of existence. ZDNet called it among the top 8 business apps on the Windows Store for the small business.

We launched Saleswah Lite Windows Phone CRM App on Windows Phone 8.0 platform couple of years back. It has had a few revisions- and many customers. Our objectives of this re-launch were two-fold.

  1. Create a refreshed UI from the old one.
  2. Make the app available for phones running Windows 8.1.

As a bonus, now you can log a meeting, take meeting notes right from the app.

Have a look and decide. Download from the Windows Phone Store.

Download Saleswah LIte Windows Phone CRM from the Store

The OS data among our visitors throws a few surprises

web-visits-from-os

Our Website visitors are mostly from Windows domain

The surprise is really that Windows 10 came second. And against all intuition, Windows Vista came third.

Windows 8 and 8.1 are way below in the list.

Microsoft kept the window open (forgive the pun) for Win 10 upgrade from Windows 7 and Windows 8/ 8.1 for a long time. Looks like folks migrated from Windows 8/ 8.1 but those using Windows 7, continue to do so, spurning the chance to migrate. Vista folks of course did not have the migration option.

The only explanation for Windows 7 stickiness I have is probably these are large corporate installations – where the IT has not allowed the migration. Wonder why?

Chrome wins the browser war among our visitors

Chrome wins the browser battle

This is just a sample picked at random from our website visitors stats. We do track anonymous browser stats. The stats here throw out very few surprises. Google Chrome is the clear browser of choice among the desktop users.

The mobile browser is led by Safari- iPhone users, but Chrome Mobile follows.

Firefox is insignificant. Sad for a browser that used to be everyone’s (especially in the dev community) favourite.