{"id":454,"date":"2017-03-06T00:00:00","date_gmt":"2017-03-05T22:00:00","guid":{"rendered":"http:\/\/doctuug235.235.axc.nl\/blog\/less-work-more-data-6820c61654c5\/"},"modified":"2017-10-24T21:31:53","modified_gmt":"2017-10-24T19:31:53","slug":"less-work-more-data-6820c61654c5","status":"publish","type":"post","link":"https:\/\/blog.salesflare.com\/less-work-more-data-6820c61654c5","title":{"rendered":"Less work. More data."},"content":{"rendered":"<article class=\"h-entry\">\n<section class=\"e-content\">\n<section class=\"section section--body section--first\">\n<div class=\"section-content\">\n<div class=\"section-inner sectionLayout--fullWidth\">\n<figure id=\"63e2\" class=\"graf graf--figure graf--layoutFillWidth graf-after--h4\">\n<h1 class=\"aspectRatioPlaceholder is-locked\">Less work. More data.<img decoding=\"async\" class=\"graf-image alignnone\" src=\"\/wp-content\/uploads\/2017\/03\/11wCfSRlvKUrHa37BjKtE4Q-2.jpeg\" alt=\"cloud storage\" width=\"2000\" height=\"811\"><\/h1>\n<\/figure>\n<\/div>\n<div class=\"section-inner sectionLayout--insetColumn\">\n<h3 id=\"d794\" class=\"graf graf--h3 graf-after--figure\">Keep your customer data in custom\u00a0fields<\/h3>\n<p id=\"f5f9\" class=\"graf graf--p graf-after--h3 translation-block\">From now on you can store <strong class=\"markup--strong markup--p-strong\">*all* your customer data<\/strong> in Salesflare.<\/p>\n<p id=\"c301\" class=\"graf graf--p graf-after--p translation-block\">Just add some custom fields.<\/p>\n<p id=\"f687\" class=\"graf graf--p graf-after--p translation-block\">We already support the <strong class=\"markup--strong markup--p-strong\">following types<\/strong>: short text, long text, number, single select, multiselect, autocomplete, tags, dates, and URLs.<\/p>\n<p id=\"c7df\" class=\"graf graf--p graf-after--p translation-block\">On top of that, we\u2019ve added some <strong class=\"markup--strong markup--p-strong\">predefined fields<\/strong>. Why?<\/p>\n<ul class=\"postList\">\n<li id=\"c43c\" class=\"graf graf--li graf-after--p translation-block\">They come with a <strong class=\"markup--strong markup--li-strong\">standard list<\/strong> of options<\/li>\n<li id=\"2937\" class=\"graf graf--li graf-after--li translation-block\">You can <strong class=\"markup--strong markup--li-strong\">report<\/strong> on them<\/li>\n<li id=\"4ff0\" class=\"graf graf--li graf-after--li\">They come with <strong class=\"markup--strong markup--li-strong translation-block\">built-in logic<\/strong><\/li>\n<\/ul>\n<p id=\"ebdd\" class=\"graf graf--p graf-after--li translation-block\">The following predefined fields have been added:<\/p>\n<ul class=\"postList\">\n<li id=\"cd54\" class=\"graf graf--li graf-after--p\"><strong class=\"markup--strong markup--li-strong translation-block\">Lost reason<\/strong>: Indicate why you lost an opportunity and report on it. This field was standard before, but can now be turned off if you don\u2019t like it.<\/li>\n<li id=\"fd06\" class=\"graf graf--li graf-after--li\"><strong class=\"markup--strong markup--li-strong translation-block\">Start date<\/strong>: Did you create an opportunity way before it started? There\u2019s a start date field to make sure it appear in the right way in the reporting, with the correct sales cycle duration.<\/li>\n<li id=\"97fd\" class=\"graf graf--li graf-after--li\"><strong class=\"markup--strong markup--li-strong translation-block\">Lead source<\/strong>: Want to keep where your leads are coming from? Add a lead source.<\/li>\n<li id=\"858a\" class=\"graf graf--li graf-after--li\"><strong class=\"markup--strong markup--li-strong translation-block\">Probability on individual opportunities<\/strong>: Are stage level probabilities not enough for you? Then turn on the probability field on opportunities.<\/li>\n<\/ul>\n<p id=\"ae57\" class=\"graf graf--p graf-after--li translation-block\">Thinking of other predefined fields we could add? Just shout!<\/p>\n<figure id=\"c317\" class=\"graf graf--figure graf-after--p graf--trailing\">\n<div class=\"aspectRatioPlaceholder is-locked\" style=\"max-width: 700px;max-height: 348px\"><img decoding=\"async\" class=\"graf-image alignnone\" src=\"\/wp-content\/uploads\/2017\/03\/1KnP-XfxYD1izv3JHu29Tcw-2.png\" alt=\"Opportunity fields on Salesflare CRM platform\" width=\"1600\" height=\"794\"><\/div><figcaption class=\"imageCaption translation-block\">Keep your customer data in custom\u00a0fields.<\/figcaption><\/figure>\n<\/div>\n<\/div>\n<\/section>\n<section class=\"section section--body\">\n<div class=\"section-divider\">\n<hr class=\"section-divider\">\n<\/div>\n<div class=\"section-content\">\n<div class=\"section-inner sectionLayout--insetColumn\">\n<h3 id=\"a4c4\" class=\"graf graf--h3 graf--leading\">Log in &amp; sign up with your email\u00a0account<\/h3>\n<p id=\"5baa\" class=\"graf graf--p graf-after--h3 translation-block\">Are you a<strong class=\"markup--strong markup--p-strong\"> Google, Office365 or Outlook.com<\/strong> user? Then you\u2019re in luck.<\/p>\n<p id=\"0bc2\" class=\"graf graf--p graf-after--p translation-block\">No need to fill out or remember your Salesflare password anymore. You can just sign up or log in with your email account.<\/p>\n<figure id=\"605b\" class=\"graf graf--figure graf-after--p graf--trailing\">\n<div class=\"aspectRatioPlaceholder is-locked\" style=\"max-width: 700px;max-height: 408px\"><img decoding=\"async\" class=\"graf-image alignnone\" src=\"\/wp-content\/uploads\/2017\/03\/1m0Co68XdyMmGbKtdxxipUQ-2.png\" alt=\"Salesflare email integration with gmail, office 365 and outlook\" width=\"1600\" height=\"932\"><\/div><figcaption class=\"imageCaption translation-block\">Log in &amp; sign up with your email\u00a0account<\/figcaption><\/figure>\n<\/div>\n<\/div>\n<\/section>\n<section class=\"section section--body\">\n<div class=\"section-divider\">\n<hr class=\"section-divider\">\n<\/div>\n<div class=\"section-content\">\n<div class=\"section-inner sectionLayout--insetColumn\">\n<h3 id=\"1ce0\" class=\"graf graf--h3 graf--leading\">Know your new\u00a0contacts<\/h3>\n<p id=\"7d4b\" class=\"graf graf--p graf-after--h3 translation-block\">Do you sometimes wonder who you recently came in contact with?<\/p>\n<p id=\"acc6\" class=\"graf graf--p graf-after--p translation-block\">From now on, Salesflare shows <strong class=\"markup--strong markup--p-strong\">how many new contacts<\/strong> you have. And <strong class=\"markup--strong markup--p-strong\">which ones<\/strong>.<\/p>\n<p id=\"ea3e\" class=\"graf graf--p graf-after--p translation-block\">Check out the red indications on the contact tabs.<\/p>\n<figure id=\"0243\" class=\"graf graf--figure graf-after--p graf--trailing\">\n<div class=\"aspectRatioPlaceholder is-locked\" style=\"max-width: 700px;max-height: 295px\"><img decoding=\"async\" class=\"graf-image alignnone\" src=\"\/wp-content\/uploads\/2017\/03\/16X5sUiS56jYqmtBLzoEQwA-2.png\" alt=\"New contact list on Salesflare CRM platform\" width=\"1600\" height=\"674\"><\/div><figcaption class=\"imageCaption translation-block\">Know how many new contacts you have. And which\u00a0ones.<\/figcaption><\/figure>\n<\/div>\n<\/div>\n<\/section>\n<section class=\"section section--body\">\n<div class=\"section-divider\">\n<hr class=\"section-divider\">\n<\/div>\n<div class=\"section-content\">\n<div class=\"section-inner sectionLayout--insetColumn\">\n<h3 id=\"0f7e\" class=\"graf graf--h3 graf--leading\">Create accounts from\u00a0contacts<\/h3>\n<p id=\"14d5\" class=\"graf graf--p graf-after--h3 translation-block\">People asked us whether it would be possible to create an account from a contact. Now it is!<\/p>\n<p id=\"1c8b\" class=\"graf graf--p graf-after--p translation-block\">Just open a contact who is not part of an account yet, and click the \u201cCreate account\u201d button. An account will be created with that contact, <strong class=\"markup--strong markup--p-strong\">prefilled with all the available information<\/strong>.<\/p>\n<figure id=\"7c15\" class=\"graf graf--figure graf-after--p graf--trailing\">\n<div class=\"aspectRatioPlaceholder is-locked\" style=\"max-width: 424px;max-height: 800px\"><img decoding=\"async\" class=\"graf-image alignnone\" src=\"\/wp-content\/uploads\/2017\/03\/1kTkNXb3AQSUQcIHAMs8ywQ-2.gif\" alt=\"Create account from contact on Salesflare CRM platform\" width=\"424\" height=\"800\"><\/div><figcaption class=\"imageCaption translation-block\">Create accounts from contacts.<\/figcaption><\/figure>\n<\/div>\n<\/div>\n<\/section>\n<section class=\"section section--body\">\n<div class=\"section-divider\">\n<hr class=\"section-divider\">\n<\/div>\n<div class=\"section-content\">\n<div class=\"section-inner sectionLayout--insetColumn\">\n<h3 id=\"0c82\" class=\"graf graf--h3 graf--leading\">Delete contacts<\/h3>\n<p id=\"71bf\" class=\"graf graf--p graf-after--h3 translation-block\">Up till now you could not delete a contact, because it has great implications on the automation. It is possible now.<\/p>\n<p id=\"d3b1\" class=\"graf graf--p graf-after--p graf--trailing translation-block\">And: Salesflare keeps the <strong class=\"markup--strong markup--p-strong\">full history with deleted contacts<\/strong>, so you never forget what you discussed.<\/p>\n<\/div>\n<\/div>\n<\/section>\n<section class=\"section section--body\">\n<div class=\"section-divider\">\n<hr class=\"section-divider\">\n<\/div>\n<div class=\"section-content\">\n<div class=\"section-inner sectionLayout--insetColumn\">\n<h3 id=\"a71f\" class=\"graf graf--h3 graf--leading\">Accept all suggestions in one\u00a0click<\/h3>\n<p id=\"e913\" class=\"graf graf--p graf-after--h3 translation-block\">Have a ton of suggestions on an account? Just click <strong class=\"markup--strong markup--p-strong\">\u201cAccept all\u201d<\/strong>.<\/p>\n<p id=\"6206\" class=\"graf graf--p graf-after--p translation-block\">Have a few that you don\u2019t want to accept? Then you can reject them first by clicking on the red crosses.<\/p>\n<figure id=\"f816\" class=\"graf graf--figure graf-after--p graf--trailing\">\n<div class=\"aspectRatioPlaceholder is-locked\" style=\"max-width: 550px;max-height: 534px\"><img decoding=\"async\" class=\"graf-image alignnone\" src=\"\/wp-content\/uploads\/2017\/03\/1PgueJak8RpFi3RuZhjUh_A-2.gif\" alt=\"Suggested contacts on Salesflare CRM platform\" width=\"550\" height=\"534\"><\/div><figcaption class=\"imageCaption translation-block\">Accept all suggestions in one\u00a0click.<\/figcaption><\/figure>\n<\/div>\n<\/div>\n<\/section>\n<section class=\"section section--body\">\n<div class=\"section-divider\">\n<hr class=\"section-divider\">\n<\/div>\n<div class=\"section-content\">\n<div class=\"section-inner sectionLayout--insetColumn\">\n<h3 id=\"37e8\" class=\"graf graf--h3 graf--leading\">Chat with us within Salesflare<\/h3>\n<p id=\"2cbb\" class=\"graf graf--p graf-after--h3 translation-block\">We\u2019re always there for our users through email, Skype, Twitter, LinkedIn, Facebook Messenger and phone. <strong class=\"markup--strong markup--p-strong\">We communicate the way you like it<\/strong>.<\/p>\n<p id=\"65ed\" class=\"graf graf--p graf-after--p translation-block\">To make it even easier to reach us, you can now chat with us <strong class=\"markup--strong markup--p-strong\">right from the app<\/strong>. And from the <strong class=\"markup--strong markup--p-strong\">website<\/strong>.<\/p>\n<p id=\"c5c5\" class=\"graf graf--p graf-after--p translation-block\">Just click the \u201cSupport\u201d button and we\u2019re happy to help!<\/p>\n<figure id=\"8138\" class=\"graf graf--figure graf-after--p graf--trailing\">\n<div class=\"aspectRatioPlaceholder is-locked\" style=\"max-width: 433px;max-height: 800px\"><img decoding=\"async\" class=\"graf-image alignnone\" src=\"\/wp-content\/uploads\/2017\/03\/1V5aDu4cQh4hKRWa4aJgKjg-2.gif\" alt=\"Responsive support function on Salesflare CRM platform\" width=\"433\" height=\"800\"><\/div><figcaption class=\"imageCaption translation-block\">Chat with us within Salesflare.<\/figcaption><\/figure>\n<\/div>\n<\/div>\n<\/section>\n<section class=\"section section--body section--last\">\n<div class=\"section-divider\">\n<hr class=\"section-divider\">\n<\/div>\n<div class=\"section-content\">\n<div class=\"section-inner sectionLayout--insetColumn\">\n<p id=\"ef1a\" class=\"graf graf--p graf--leading graf--trailing translation-block\">Got a question or need help? Feel free to <a class=\"markup--anchor markup--p-anchor\" href=\"mailto:support@salesflare.com\" target=\"_blank\" rel=\"noopener noreferrer\"><strong class=\"markup--strong markup--p-strong\">send feedback<\/strong><\/a> or tweet us at <a class=\"markup--anchor markup--p-anchor\" href=\"https:\/\/twitter.com\/salesflare\" target=\"_blank\" rel=\"noopener noreferrer\">@salesflare<\/a>.<\/p>\n<\/div>\n<\/div>\n<\/section>\n<\/section>\n<\/article>\n","protected":false},"excerpt":{"rendered":"<p>Managing customers just became easier again.<\/p>\n","protected":false},"author":1,"featured_media":54652,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"wl_entities_gutenberg":"","footnotes":""},"categories":[64],"tags":[],"wl_entity_type":[122],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Less work. 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