Home – Daily Update of All Activities

sales manager, CRM, Customer Relationship Management, CRM Software, SaaS, Leads, communication

How do you start your day at work? Probably by setting water for a coffee and starting your daily update check. The home tab will help you do it faster.

How do you start your day at work? Probably by setting water for a coffee and starting your daily updates check. Switching between your mail box, social media channels and CRM system takes more time than you actually need to get to know all the information – have you thought about it before? Imagine that you can have one platform that presents all your important events at… one page!

One look is enough to estimate the time you need for each activity. How easy is to plan your day than? Do you want to know what kind of solution I am talking about?

Home tab of the InStream platform provides you with all the latest information gathered in one place!

1. MESSAGES – mentions about your emails from senders that are not within your contacts yet. System allows you to add them to your contact list within a few seconds and replay on their mail directly from the platform. After you click “send” the message will already appear in the stream of this “freshly-baked” relation.

2. NOTIFICATIONS – information about all events that happened within a particular list – status changes, new comments, incoming messages (these changes could be entered by your colleagues who share an access to this list or by a customer himself who – for example – replied to your mail).

3. TASKS – intelligent hints from the system suggesting important activities you may need to take up (replaying to a mail you got three days ago or contacting a person you have not spoken to for a few weeks). System takes care of your relations’ quality and makes sure all your contacts get enough attention.

4. FOLLOW-UPS – all the tasks you are scheduled to perform in upcoming days – planned phone calls, meetings or business proposals to prepare. All activities can be edited and commented at any time by you or all the people who shared a particular list. So, in case your teammate Frank just gets new information about your presentation for Mrs Johnson on Friday he can just drop a comment right there – “bring extra folders” or “half and hour delay”). Simple!

5. SOCIAL MEDIA – stream of latest activity of your contacts from different social portals. Follow Facebook posts and tweets of your customers – that’s endless source of interesting topics to start a conversation with!

Home view
EVERYTHING YOU NEED TO PLAN YOUR DAY AT WORK!

Thanks to this complex fact sheet it is no longer a problem to quickly plan your day most effectively. Within a moment you can:

  • estimate the time you need for each job,
  • tick off activities that are done,
  • organize your incoming correspondence.

Home helps you organize your day and not forget about any single action that may be important for your relation with a client. Thanks to a combination of business and social news you stay updated with both kinds of information. Plan your day at work while checking latest tweet of your company’s top client.

No more time wasted switching among a dozen of platforms – now you have all important news presented in one place. You can see how many e-mails are awaiting your answer and how many tasks seek your attention – everything at one glance!  Easy layout of home tab enables self-explanatory enjoyment of its functions.

Morning CofeeSUPPORT COMPARABLE WITH A MUG OF COFFEE ON A MONDAY MORNING.

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