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.

Metamorphosis: Saleswah CRM new look

Saleswah CRM now sports a brand new look

Since being launched more than 5 years back, Saleswah CRM just went though the most comprehensive overhaul of UI ever in its life. Saleswah CRM for Sales users will henceforth login to a totally different interface.

Now, we all know that UI changes can be problematic. As a user, you are used to a button being at a certain place. Or the menu revealing a certain number of options in a certain way.

Suddenly that changes.

So, we have been testing with a variety of current users who were generous enough with their time and we know we are on the right path- we have not yet had to set up a demo with anyone. So, if the test was to be intuitive, simple yet retain the functionality of the old UI, we believe it passes.

We took a few daring decisions with the UI- we believe it paid off.

First, the new UI has far fewer pages than the old one. And it makes use of the calendar to subsume the Tasks, Meetings etc.

Secondly, we have gone overboard with reports- the number of reports are many more and the dashboards are more informative.

We set out to create a look which was modern yet simple. But, we also wanted our pages to load faster and improve user experience.

We have rolled this out now to all users who have a Saleswah CRM for Sales account. And any new registrations will make you use the new UI.

New UI, new home

Saleswah CRM for Sales users will henceforth login to their accounts at www.saleswahcrm.com.

We are working to migrate the service accounts users to a new UI too. Watch this space!

Hope you like what you see. Please mail us at accountservices AT saleswah DOT com and let us know your feedback and if you need some help.

 

Saleswah CRM on phone, desktop, web

We released the most comprehensive, large scale revamp of the Saleswah CRM in the last one year. What’s more, this also co-incided with the release of the Saleswah Windows Phone app and almost a ground-up revision of the Windows 8 app- which many of you use.

A summary of changes and what they mean for you

License terms:

You would notice that we have simplified our license terms and types considerably and added a “Free for life” category.

When you create a new account with Saleswah today, you get a chance to test drive the full capabilities of Saleswah CRM for a month. After a month, you have an option to upgrade to a paid account and continue using all the features.

This is still true. But, with some important things to remember.

  • Your license does not expire after your trial! It just gets converted to a free for life license. We call it the Saleswah Basic License. And yes, it is truly free. For life. What this allows you to do is upgrade when you are ready to, to a paid account. And, while we call it Basic, it allows you to track all your appointments (NEW!), tasks and of course manage your contacts and accounts.

As a corollary, paid licenses also become a free account upon expiry; of course, you can get back to CRM license status when you pay again!

  •  If you want to add another team member, you need to upgrade yourself to a paid account and add the new user.

New features:

1. Appointments: Now you can add appointments (create new ones, schedule and add contacts- (no matter if the contacts are part of your CRM contact list or not; just add their e-mail address) to invite them.

2. Easier and less demanding app settings: Try it! The email setting is now easy, even if you have never done this before.  And we pre-select the currency settings from your admin country.

3. The email and proposal templates: We now auto-create sample templates from your logo (yes, you still need to upload your logo!) and admin address. So, you can start emailing your clients- almost immediately.

New features on the Windows 8 App:

Windows 8 CRM1. All of the above 😀 All of the above new features in the Saleswah CRM Web App are now available in the Windows 8 Desktop App.

2. Proposals: You can email proposals right from your Desktop using pre-stored templates.

3.  Appointments: Create appointments and mail out to contacts.

The all new Windows Phone Saleswah CRM App

wp_ss_20140825_0002Contact Management, Account Management, Tasks, Appointments and Deals. Now we also add the ability to painlessly pull your phone contacts into your CRM.

Surprisingly lightweight, Saleswah CRM App on Windows Phone makes keeping abreast of your contacts, tasks, appointments and sales opportunities a breeze.