Automating CRM tasks easily and painlessly

Nice way to make your customer feel wanted and valued.

Creating value through Customer Relationship Optimization

Some of the challenges during a CRM implementation include automation of some of the mundane tasks like:

  1. Literature Fulfilment
  2. SMS/E-mail alerts
  3. Archival of e-mails
  4. Sending out welcome packs, gift coupons and other marketing material.

This is true of most CRMs I have come across- Microsoft Dynamics, Sage CRM, Sage Saleslogix CRM and a couple of others.

I was very impressed with what Orbis Software’s TaskCentre solution could achieve so easily and at a very affordable price. We are very excited about TaskCentre based on some of the discussions and walk through’s we have done for our prospects.  Here is a link to their page on Business Process Management (BPM) Software for CRM Applications. You can  download some cool white papers as well.

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Building a Sales Knowledgebase

What do you think is the toughest question one can ask a sales person?





That has to be “can you explain to me how did you get this order?”


Every day, millions of sales people around the world get business or close deals for their companies. This is indeed a great achievement in a uber competitive world. But most of these organizations don’t ask the question above to the sales people. If you were to, you can actually find out and build a repository of sales wins, which can help improve your sales strategies. This is not something that requires a huge amount of time or vast, complex applications. It can be as simple as this:-


order wins


Share your thoughts if you agree.

Microsoft chops Azure prices to match Amazon’s latest reductions | ZDNet

The cloud war hots up.


Microsoft chops Azure prices to match Amazon’s latest reductions | ZDNet.


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