Field Service Optimization with Synchroteam

synchroteamGain the Field Service optimization advantage by using app integrations to smooth out your workflow and reduce double handling of data across your business operations.

Managing a Field Service office is one of the most difficult coordination tasks in business.

A typical Field Service Management workflow includes:

  • Responding to urgent customer requests
  • Allocating field service technician support
  • Matching technicians with the service equipment and repair machinery they need to do the job
  • Coordinating a mobile workforce
  • Keeping back-office systems up-to-date
  • …The list goes on.

On any given day, the average Field Service Manager feels like an octopus, juggling eight things at once. And then the phone rings with an urgent new task or a query about a job just completed…! Continue reading

Import Data and Sync Your Apps! Step-By-Step Part 2

import dataThe second part of our tutorial focuses on how to import data between Google Calendar and your other apps.

We have already looked at the best way to use a CSV import to copy all your existing contact data from one app to another. Part One of our tutorial focused on moving subscriber and customer data from apps like FreshBooks and MailChimp to a CRM app like Zoho CRM.

If you are getting started with apps integration, it sometimes makes sense to import all your existing data so your apps are in sync. Then you can use app integrations from our ever-growing catalog to keep all your data updated and connected going forward. You will only ever have to do this import data process once, and after that CloudWork will look after all your data syncing needs.

Now lets look at how to import data:

  • From a CRM, like Salesforce, SugarCRM, Zoho CRM, Highrise or Capsule CRM to Google Calendar
  • From Google Calendar to another app, for example, the time tracking app like Toggl. Continue reading

10 Google Glass Integrations That Are Set To Change Business Forever

Google GlassWith the latest Google Glass presentations creating a buzz across the blogosphere (including in this article I wrote for Small Business Opportunities), developers have begun to get more of an idea of what will be possible using the Google Mirror API.

The Mirror API enables third-party apps to integrate with the new Google Glass technology, and already The New York Times, Evernote, Gmail and social network Path are providing examples of what will be possible.

Google is looking for integrations with apps that make use of immediate-data to “improve your life”, according to Glass advocate Timothy Jordan. Continue reading

Sync Google Contacts with Your CRM and Business Apps: Step By Step

sync google contacts1Learn how to sync Google Contacts with your CRM application and other business apps in this step-by-step tutorial. We help you put customers at the heart of your business operations with these new CloudWork integrations.

All industries – from retail to 3D printing and everything in between – are currently grappling with the customer-centric nature of doing business. Today’s technologies and market innovations are creating the expectation for a personalized approach to each client’s needs. Business leaders across all sectors would do well to consider how to make use of insights from the lean entrepreneur to put the customer experience at the core of their business model. Continue reading

How To Import Evernote Meeting Notes into Highrise – Step By Step

import evernote to highriseInstantly import Evernote meeting notes into Highrise!

For freelancers and consultants with meetings on the go, CloudWork has solved the “last mile” integration problem for connecting your meeting notes with your client database.

CRM apps like Highrise are indispensable to growing businesses. CRMs help entrepreneurs and lean business teams to keep track of clients, potential new customers, and industry contacts. But the downside is that CRMs are only as useful as the information that gets added to the contacts database, and that can mean a lot of data entry work. Continue reading

Google Calendar Integration Tips to Supercharge Business Productivity!

google-calendarFor any small business or freelancer, time is your most critical resource. And there is never enough of it.

A calendar app like Google Calendar can be a useful tool both for managing your time, and for improving business productivity by helping you gain a deeper perspective on how efficiently you spread yourself across your business operations. Continue reading

How to Track All Your Clients With a CRM Integration

crm integration use case

Meet John, a sales person at SmallCo who finds his online CRM very handy to keep track of his prospects and clients. John systematically adds any piece of information he is aware of about his clients on his CRM.

The problem is, when Mary from ClientCo calls him he has no idea that she has received a promotional offer from the marketing team. And worse, that Mary has not paid her last three invoices. He also does not know that she opened a ticket with the support team about a delivery problem and that she sent an email rant to John´s boss just this morning.

In other words, John has only a narrow view of his clients, his view. But Mary is also interacting in different ways with other people at SmallCo and she has a different view of John´s company, hers!

So when John and Mary talk, they don´t really understand each other  because they don´t share the same view. Mary is frustrated and so is John.

Does this scenario sound familiar? I bet it does! Have you ever missed a sale or lost a client just because you were not aware of what happened?

How would John feel about tracking all of Mary´s interactions with SmallCo, just inside his favorite CRM app easily and simply? How would you feel?

Continue reading